Palo Alto Networks Inc (PANW)vsTyler Technologies Inc (TYL)
PANW
Palo Alto Networks Inc
$359.49
+1.22%
TECHNOLOGY · Cap: $298.57B
TYL
Tyler Technologies Inc
$312.45
+2.00%
TECHNOLOGY · Cap: $12.68B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 337% more annual revenue ($10.61B vs $2.43B). TYL leads profitability with a 13.4% profit margin vs 8.0%. TYL appears more attractively valued with a PEG of 1.49. TYL earns a higher WallStSmart Score of 55/100 (C).
PANW
Hold47
out of 100
Grade: D+
TYL
Buy55
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+22.4%
Fair Value
$467.52
Current Price
$359.49
$108.03 discount
Margin of Safety
+2.6%
Fair Value
$348.17
Current Price
$312.45
$35.72 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
Trading at 10.6x book value
ROE of 3.0% — below average capital efficiency
8.0% margin — thin
Weak financial health signals
ROE of 5.6% — below average capital efficiency
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 1.49 suggests the stock is reasonably priced for its growth.
Bear Case : PANW
The primary concerns for PANW are Price/Book, Return on Equity, Profit Margin. A P/E of 318.6x leaves little room for execution misses.
Bear Case : TYL
The primary concerns for TYL are Return on Equity, P/E Ratio. A P/E of 40.6x 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 0.89 — 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 (55/100 vs 47/100). PANW offers better value entry with a 22.4% 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.
Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
Want to dig deeper into these stocks?