Palo Alto Networks Inc (PANW)vsTTEC Holdings Inc (TTEC)
PANW
Palo Alto Networks Inc
$272.05
+0.03%
TECHNOLOGY · Cap: $241.01B
TTEC
TTEC Holdings Inc
$2.18
-5.01%
TECHNOLOGY · Cap: $111.91M
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 371% more annual revenue ($9.89B vs $2.10B). PANW leads profitability with a 13.0% profit margin vs -9.6%. TTEC appears more attractively valued with a PEG of 0.24. PANW earns a higher WallStSmart Score of 57/100 (C).
PANW
Buy57
out of 100
Grade: C
TTEC
Hold40
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+39.7%
Fair Value
$441.96
Current Price
$272.05
$169.91 discount
Intrinsic value data unavailable for TTEC.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
ROE of 3.0% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Grey zone — moderate risk
Smaller company, higher risk/reward
Operating margin of 4.1%
ROE of -241.2% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : PANW
The strongest argument for PANW centers on Market Cap, EPS Growth, Debt/Equity. Revenue growth of 14.9% demonstrates continued momentum.
Bull Case : TTEC
The strongest argument for TTEC centers on PEG Ratio, Price/Book. PEG of 0.24 suggests the stock is reasonably priced for its growth.
Bear Case : PANW
The primary concerns for PANW are Return on Equity, Piotroski F-Score, PEG Ratio. A P/E of 256.2x leaves little room for execution misses.
Bear Case : TTEC
The primary concerns for TTEC are Altman Z-Score, Market Cap, Operating Margin. Debt-to-equity of 11.65 is elevated, increasing financial risk.
Key Dynamics to Monitor
PANW profiles as a value stock while TTEC is a turnaround play — different risk/reward profiles.
TTEC carries more volatility with a beta of 1.03 — expect wider price swings.
PANW is growing revenue faster at 14.9% — sustainability is the question.
PANW generates stronger free cash flow (788M), providing more financial flexibility.
Bottom Line
PANW scores higher overall (57/100 vs 40/100) and 14.9% revenue growth. Both earn "Buy" 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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