Palo Alto Networks Inc (PANW)vsTTEC Holdings Inc (TTEC)
PANW
Palo Alto Networks Inc
$397.03
-5.54%
TECHNOLOGY · Cap: $318.95B
TTEC
TTEC Holdings Inc
$1.64
0.00%
TECHNOLOGY · Cap: $68.03M
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 463% more annual revenue ($11.48B vs $2.04B). PANW leads profitability with a 2.7% profit margin vs -10.2%. TTEC appears more attractively valued with a PEG of 0.25. PANW earns a higher WallStSmart Score of 49/100 (D+).
PANW
Hold49
out of 100
Grade: D+
TTEC
Hold41
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+20.6%
Fair Value
$499.94
Current Price
$397.03
$102.91 discount
Intrinsic value data unavailable for TTEC.
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
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Trading at 11.8x book value
ROE of 1.1% — below average capital efficiency
2.7% margin — thin
Grey zone — moderate risk
Smaller company, higher risk/reward
Operating margin of 3.4%
ROE of -241.2% — below average capital efficiency
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 : TTEC
The strongest argument for TTEC centers on PEG Ratio, Price/Book. PEG of 0.25 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 999.8x leaves little room for execution misses. Thin 2.7% margins leave little buffer for downturns.
Bear Case : TTEC
The primary concerns for TTEC are Altman Z-Score, Market Cap, Operating Margin. Debt-to-equity of 12.93 is elevated, increasing financial risk.
Key Dynamics to Monitor
PANW profiles as a hypergrowth stock while TTEC is a turnaround play — different risk/reward profiles.
TTEC carries more volatility with a beta of 0.96 — expect wider price swings.
PANW is growing revenue faster at 34.5% — sustainability is the question.
PANW generates stronger free cash flow (1.3B), providing more financial flexibility.
Bottom Line
PANW scores higher overall (49/100 vs 41/100) and 34.5% revenue growth. Both earn "Hold" and "Hold" 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.
TTEC Holdings Inc
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
TTEC Holdings, Inc., a customer experience services and technology company, focuses on designing, implementing and delivering a transformative customer experience for various brands. The company is headquartered in Englewood, Colorado.
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