Palo Alto Networks Inc (PANW)vsSeagate Technology PLC (STX)
PANW
Palo Alto Networks Inc
$350.20
-0.62%
TECHNOLOGY · Cap: $299.44B
STX
Seagate Technology PLC
$557.06
-8.13%
TECHNOLOGY · Cap: $147.97B
Smart Verdict
WallStSmart Research — data-driven comparison
Seagate Technology PLC generates 20% more annual revenue ($13.80B vs $11.48B). STX leads profitability with a 31.9% profit margin vs 2.7%. STX appears more attractively valued with a PEG of 0.37. STX earns a higher WallStSmart Score of 79/100 (B+).
PANW
Buy51
out of 100
Grade: C-
STX
Strong Buy79
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+26.6%
Fair Value
$498.68
Current Price
$350.20
$148.48 discount
Intrinsic value data unavailable for STX.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Revenue surging 34.5% year-over-year
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Generating 1.3B in free cash flow
Growing faster than its price suggests
Every $100 of equity generates 127 in profit
Keeps 32 of every $100 in revenue as profit
Strong operational efficiency at 48.8%
Revenue surging 61.0% year-over-year
Earnings expanding 212.3% YoY
Areas to Watch
Expensive relative to growth rate
Trading at 10.4x book value
ROE of 1.1% — below average capital efficiency
2.7% margin — thin
Premium valuation, high expectations priced in
Trading at 37.1x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : PANW
The strongest argument for PANW centers on Market Cap, Revenue Growth, EPS Growth. Revenue growth of 34.5% demonstrates continued momentum.
Bull Case : STX
The strongest argument for STX centers on PEG Ratio, Return on Equity, Profit Margin. Profitability is solid with margins at 31.9% and operating margin at 48.8%. Revenue growth of 61.0% demonstrates continued momentum.
Bear Case : PANW
The primary concerns for PANW are PEG Ratio, Price/Book, Return on Equity. A P/E of 914.7x leaves little room for execution misses. Thin 2.7% margins leave little buffer for downturns.
Bear Case : STX
The primary concerns for STX are P/E Ratio, Price/Book.
Key Dynamics to Monitor
PANW profiles as a hypergrowth stock while STX is a growth play — different risk/reward profiles.
STX carries more volatility with a beta of 2.08 — expect wider price swings.
STX is growing revenue faster at 61.0% — sustainability is the question.
STX generates stronger free cash flow (1.5B), providing more financial flexibility.
Bottom Line
STX scores higher overall (79/100 vs 51/100), backed by strong 31.9% margins and 61.0% revenue growth. PANW offers better value entry with a 26.6% margin of safety. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Palo Alto Networks Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Palo Alto Networks, Inc. provides cybersecurity platform solutions globally. The company is headquartered in Santa Clara, California.
Seagate Technology PLC
TECHNOLOGY · COMPUTER HARDWARE · USA
Seagate Technology Holdings plc, an Irish public limited company (commonly referred to as Seagate) is an American data storage company.
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