Palo Alto Networks Inc (PANW)vsTyler Technologies Inc (TYL)
PANW
Palo Alto Networks Inc
$272.05
+1.58%
TECHNOLOGY · Cap: $231.90B
TYL
Tyler Technologies Inc
$312.07
+1.27%
TECHNOLOGY · Cap: $12.29B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 346% more annual revenue ($10.61B vs $2.38B). TYL leads profitability with a 13.3% profit margin vs 8.0%. TYL appears more attractively valued with a PEG of 1.45. TYL earns a higher WallStSmart Score of 53/100 (C-).
PANW
Hold47
out of 100
Grade: D+
TYL
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+38.8%
Fair Value
$470.35
Current Price
$272.05
$198.30 discount
Margin of Safety
+0.4%
Fair Value
$340.69
Current Price
$312.07
$28.62 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Revenue surging 31.1% year-over-year
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Conservative balance sheet, low leverage
Areas to Watch
ROE of 3.0% — below average capital efficiency
8.0% margin — thin
Weak financial health signals
Expensive relative to growth rate
2.2% earnings growth
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : PANW
The strongest argument for PANW centers on Market Cap, Revenue Growth, EPS Growth. Revenue growth of 31.1% demonstrates continued momentum.
Bull Case : TYL
The strongest argument for TYL centers on Debt/Equity. PEG of 1.45 suggests the stock is reasonably priced for its growth.
Bear Case : PANW
The primary concerns for PANW are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 247.4x leaves little room for execution misses.
Bear Case : TYL
The primary concerns for TYL are EPS Growth, P/E Ratio. A P/E of 41.3x leaves little room for execution misses.
Key Dynamics to Monitor
PANW profiles as a hypergrowth stock while TYL is a value play — different risk/reward profiles.
PANW carries more volatility with a beta of 0.94 — expect wider price swings.
PANW is growing revenue faster at 31.1% — sustainability is the question.
PANW generates stronger free cash flow (788M), providing more financial flexibility.
Bottom Line
TYL scores higher overall (53/100 vs 47/100). PANW offers better value entry with a 38.8% margin of safety. 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.
Tyler Technologies Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Tyler Technologies, Inc., based in Plano, Texas, is the largest provider of software to the United States public sector.
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