Palo Alto Networks Inc (PANW)vsViavi Solutions Inc (VIAV)
PANW
Palo Alto Networks Inc
$330.65
+13.09%
TECHNOLOGY · Cap: $270.47B
VIAV
Viavi Solutions Inc
$33.82
-12.72%
TECHNOLOGY · Cap: $9.56B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 656% more annual revenue ($11.48B vs $1.52B). PANW leads profitability with a 2.7% profit margin vs -2.0%. VIAV appears more attractively valued with a PEG of 1.34. VIAV earns a higher WallStSmart Score of 52/100 (C-).
PANW
Buy51
out of 100
Grade: C-
VIAV
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+34.1%
Fair Value
$501.81
Current Price
$330.65
$171.16 discount
Intrinsic value data unavailable for VIAV.
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
Revenue surging 52.5% year-over-year
Earnings expanding 326.5% YoY
Areas to Watch
Expensive relative to growth rate
Trading at 9.8x book value
ROE of 1.1% — below average capital efficiency
2.7% margin — thin
ROE of -6.5% — below average capital efficiency
Distress zone — elevated risk
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 34.4% demonstrates continued momentum.
Bull Case : VIAV
The strongest argument for VIAV centers on Revenue Growth, EPS Growth. Revenue growth of 52.5% 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 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 : VIAV
The primary concerns for VIAV are Return on Equity, Altman Z-Score, Profit Margin.
Key Dynamics to Monitor
VIAV carries more volatility with a beta of 1.23 — expect wider price swings.
VIAV is growing revenue faster at 52.5% — sustainability is the question.
PANW generates stronger free cash flow (788M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
VIAV scores higher overall (52/100 vs 51/100) and 52.5% revenue growth. PANW offers better value entry with a 34.1% 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.
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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