Palo Alto Networks Inc (PANW)vsTyler Technologies Inc (TYL)
PANW
Palo Alto Networks Inc
$363.58
+2.25%
TECHNOLOGY · Cap: $270.47B
TYL
Tyler Technologies Inc
$332.46
-1.49%
TECHNOLOGY · Cap: $13.82B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 372% more annual revenue ($11.48B vs $2.43B). TYL leads profitability with a 13.4% profit margin vs 2.7%. TYL appears more attractively valued with a PEG of 1.55. TYL earns a higher WallStSmart Score of 53/100 (C-).
PANW
Buy51
out of 100
Grade: C-
TYL
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+27.4%
Fair Value
$500.75
Current Price
$363.58
$137.17 discount
Margin of Safety
+2.2%
Fair Value
$347.00
Current Price
$332.46
$14.54 discount
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
Generating 1.3B in free cash flow
No standout strengths identified
Areas to Watch
Expensive relative to growth rate
Trading at 10.8x book value
ROE of 1.1% — below average capital efficiency
2.7% margin — thin
Expensive relative to growth rate
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 34.4% demonstrates continued momentum.
Bull Case : TYL
TYL has a balanced fundamental profile.
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 : TYL
The primary concerns for TYL are PEG Ratio, P/E Ratio. A P/E of 44.5x 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 0.91 — expect wider price swings.
PANW is growing revenue faster at 34.4% — sustainability is the question.
PANW generates stronger free cash flow (1.3B), providing more financial flexibility.
Bottom Line
TYL scores higher overall (53/100 vs 51/100). PANW offers better value entry with a 27.4% 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.
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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