Palo Alto Networks Inc (PANW)vsViavi Solutions Inc (VIAV)
PANW
Palo Alto Networks Inc
$179.32
-1.22%
TECHNOLOGY · Cap: $145.43B
VIAV
Viavi Solutions Inc
$45.53
+5.47%
TECHNOLOGY · Cap: $11.05B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 695% more annual revenue ($9.89B vs $1.24B). PANW leads profitability with a 13.0% profit margin vs -3.4%. VIAV appears more attractively valued with a PEG of 1.34. PANW earns a higher WallStSmart Score of 56/100 (C).
PANW
Buy56
out of 100
Grade: C
VIAV
Hold39
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+60.8%
Fair Value
$457.02
Current Price
$179.32
$277.70 discount
Margin of Safety
-44.2%
Fair Value
$18.65
Current Price
$45.53
$26.88 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Large-cap with strong market position
Revenue surging 36.4% year-over-year
Areas to Watch
Trading at 13.4x book value
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 12.6x book value
Weak financial health signals
ROE of -5.5% — below average capital efficiency
Earnings declined 73.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : PANW
The strongest argument for PANW centers on EPS Growth, Debt/Equity, Market Cap. Revenue growth of 14.9% demonstrates continued momentum.
Bull Case : VIAV
The strongest argument for VIAV centers on Revenue Growth. Revenue growth of 36.4% demonstrates continued momentum. PEG of 1.34 suggests the stock is reasonably priced for its growth.
Bear Case : PANW
The primary concerns for PANW are Price/Book, Piotroski F-Score, PEG Ratio. A P/E of 100.2x leaves little room for execution misses.
Bear Case : VIAV
The primary concerns for VIAV are Price/Book, Piotroski F-Score, Return on Equity.
Key Dynamics to Monitor
PANW profiles as a value stock while VIAV is a hypergrowth play — different risk/reward profiles.
VIAV carries more volatility with a beta of 0.86 — expect wider price swings.
VIAV is growing revenue faster at 36.4% — sustainability is the question.
PANW generates stronger free cash flow (470M), providing more financial flexibility.
Bottom Line
PANW scores higher overall (56/100 vs 39/100) and 14.9% revenue growth. 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.
Viavi Solutions Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Viavi Solutions Inc. provides network testing, monitoring and assurance solutions to communications service providers, enterprises, network equipment manufacturers, government, civil, military and avionics customers worldwide. The company is headquartered in San Jose, California.
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