Palo Alto Networks Inc (PANW)vsVia Transportation, Inc. (VIA)
PANW
Palo Alto Networks Inc
$394.49
-1.79%
TECHNOLOGY · Cap: $279.76B
VIA
Via Transportation, Inc.
$36.39
+1.17%
TECHNOLOGY · Cap: $2.60B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 2235% more annual revenue ($11.48B vs $491.70M). PANW leads profitability with a 2.7% profit margin vs -20.0%. PANW earns a higher WallStSmart Score of 49/100 (D+).
PANW
Hold49
out of 100
Grade: D+
VIA
Avoid30
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+21.7%
Fair Value
$498.95
Current Price
$394.49
$104.46 discount
Intrinsic value data unavailable for VIA.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Revenue surging 34.5% year-over-year
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Generating 1.3B in free cash flow
Conservative balance sheet, low leverage
Revenue surging 26.7% year-over-year
Areas to Watch
Expensive relative to growth rate
Trading at 11.7x book value
ROE of 1.1% — below average capital efficiency
2.7% margin — thin
0.0% earnings growth
ROE of -16.1% — below average capital efficiency
Negative free cash flow — burning cash
Currently unprofitable
Comparative Analysis Report
WallStSmart ResearchBull Case : PANW
The strongest argument for PANW centers on Market Cap, Revenue Growth, EPS Growth. Revenue growth of 34.5% demonstrates continued momentum.
Bull Case : VIA
The strongest argument for VIA centers on Debt/Equity, Revenue Growth. Revenue growth of 26.7% demonstrates continued momentum.
Bear Case : PANW
The primary concerns for PANW are PEG Ratio, Price/Book, Return on Equity. A P/E of 855.0x leaves little room for execution misses. Thin 2.7% margins leave little buffer for downturns.
Bear Case : VIA
The primary concerns for VIA are EPS Growth, Return on Equity, Free Cash Flow.
Key Dynamics to Monitor
PANW profiles as a hypergrowth stock while VIA is a growth play — different risk/reward profiles.
PANW is growing revenue faster at 34.5% — sustainability is the question.
PANW generates stronger free cash flow (1.3B), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PANW scores higher overall (49/100 vs 30/100) and 34.5% revenue growth. Both earn "Hold" and "Avoid" 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.
Via Transportation, Inc.
TECHNOLOGY · SOFTWARE - APPLICATION · USA
On December 4, 2019, Viacom Inc. was acquired by CBS Corporation. The company is headquartered in New York, New York.
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