Palo Alto Networks Inc (PANW)vsVeritone Inc (VERI)
PANW
Palo Alto Networks Inc
$314.15
+3.67%
TECHNOLOGY · Cap: $273.25B
VERI
Veritone Inc
$1.00
-3.95%
TECHNOLOGY · Cap: $94.81M
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 11687% more annual revenue ($10.61B vs $89.99M). PANW leads profitability with a 8.0% profit margin vs -123.8%. PANW earns a higher WallStSmart Score of 47/100 (D+).
PANW
Hold47
out of 100
Grade: D+
VERI
Hold35
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+32.8%
Fair Value
$467.52
Current Price
$314.15
$153.37 discount
Margin of Safety
+83.9%
Fair Value
$19.35
Current Price
$1.00
$18.35 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
Earnings expanding 207.9% YoY
Reasonable price relative to book value
Areas to Watch
Trading at 9.2x book value
ROE of 3.0% — below average capital efficiency
8.0% margin — thin
Weak financial health signals
Smaller company, higher risk/reward
Weak financial health signals
ROE of -224.9% — below average capital efficiency
Revenue declined 9.8%
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 : VERI
The strongest argument for VERI centers on EPS Growth, Price/Book.
Bear Case : PANW
The primary concerns for PANW are Price/Book, Return on Equity, Profit Margin. A P/E of 294.1x leaves little room for execution misses.
Bear Case : VERI
The primary concerns for VERI are Market Cap, Piotroski F-Score, Return on Equity.
Key Dynamics to Monitor
PANW profiles as a hypergrowth stock while VERI is a turnaround play — different risk/reward profiles.
VERI carries more volatility with a beta of 2.29 — 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
PANW scores higher overall (47/100 vs 35/100) and 31.1% revenue growth. VERI offers better value entry with a 83.9% margin of safety. 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.
Veritone Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Veritone, Inc. provides artificial intelligence (AI) computing solutions in the United States and the United Kingdom. The company is headquartered in Denver, Colorado.
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