Palo Alto Networks Inc (PANW)vsTSS, Inc. Common Stock (TSSI)
PANW
Palo Alto Networks Inc
$330.65
-2.32%
TECHNOLOGY · Cap: $270.47B
TSSI
TSS, Inc. Common Stock
$8.93
+0.11%
TECHNOLOGY · Cap: $237.60M
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 5840% more annual revenue ($11.48B vs $193.28M). TSSI leads profitability with a 7.4% profit margin vs 2.7%. TSSI appears more attractively valued with a PEG of 0.19. TSSI earns a higher WallStSmart Score of 52/100 (C-).
PANW
Buy51
out of 100
Grade: C-
TSSI
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+34.1%
Fair Value
$501.81
Current Price
$330.65
$171.16 discount
Intrinsic value data unavailable for TSSI.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Revenue surging 34.4% year-over-year
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Growing faster than its price suggests
Attractively priced relative to earnings
Areas to Watch
Expensive relative to growth rate
Trading at 9.8x book value
ROE of 1.1% — below average capital efficiency
2.7% margin — thin
Grey zone — moderate risk
Smaller company, higher risk/reward
7.4% margin — thin
Revenue declined 20.1%
Comparative Analysis Report
WallStSmart ResearchBull Case : PANW
The strongest argument for PANW centers on Market Cap, Revenue Growth, EPS Growth. Revenue growth of 34.4% demonstrates continued momentum.
Bull Case : TSSI
The strongest argument for TSSI centers on PEG Ratio, P/E Ratio. PEG of 0.19 suggests the stock is reasonably priced for its growth.
Bear Case : PANW
The primary concerns for PANW are PEG Ratio, Price/Book, Return on Equity. A P/E of 295.2x leaves little room for execution misses. Thin 2.7% margins leave little buffer for downturns.
Bear Case : TSSI
The primary concerns for TSSI are Altman Z-Score, Market Cap, Profit Margin.
Key Dynamics to Monitor
PANW profiles as a hypergrowth stock while TSSI is a value play — different risk/reward profiles.
TSSI carries more volatility with a beta of 2.01 — expect wider price swings.
PANW is growing revenue faster at 34.4% — sustainability is the question.
PANW generates stronger free cash flow (788M), providing more financial flexibility.
Bottom Line
TSSI scores higher overall (52/100 vs 51/100). PANW offers better value entry with a 34.1% margin of safety. Both earn "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.
TSS, Inc. Common Stock
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
TSS, Inc. provides integration technology services to implement, operate, and maintain information technology systems to enterprises and users in the United States. The company is headquartered in Round Rock, Texas.
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