Palo Alto Networks Inc (PANW)vsVontier Corp (VNT)
PANW
Palo Alto Networks Inc
$285.26
-1.94%
TECHNOLOGY · Cap: $231.90B
VNT
Vontier Corp
$30.08
-0.60%
TECHNOLOGY · Cap: $4.12B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 244% more annual revenue ($10.61B vs $3.09B). VNT leads profitability with a 13.4% profit margin vs 8.0%. VNT appears more attractively valued with a PEG of 0.87. VNT earns a higher WallStSmart Score of 68/100 (B-).
PANW
Hold47
out of 100
Grade: D+
VNT
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+38.8%
Fair Value
$470.35
Current Price
$285.26
$185.09 discount
Intrinsic value data unavailable for VNT.
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
Attractively priced relative to earnings
Every $100 of equity generates 33 in profit
Growing faster than its price suggests
Areas to Watch
Trading at 8.4x book value
ROE of 3.0% — below average capital efficiency
8.0% margin — thin
Weak financial health signals
1.3% revenue growth
Elevated debt levels
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 : VNT
The strongest argument for VNT centers on P/E Ratio, Return on Equity, PEG Ratio. PEG of 0.87 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 247.4x leaves little room for execution misses.
Bear Case : VNT
The primary concerns for VNT are Revenue Growth, Debt/Equity. Debt-to-equity of 1.54 is elevated, increasing financial risk.
Key Dynamics to Monitor
PANW profiles as a hypergrowth stock while VNT is a value play — different risk/reward profiles.
VNT carries more volatility with a beta of 1.17 — 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
VNT scores higher overall (68/100 vs 47/100). PANW offers better value entry with a 38.8% margin of safety. Both earn "Strong 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.
Vontier Corp
TECHNOLOGY · SCIENTIFIC & TECHNICAL INSTRUMENTS · USA
Vontier Corporation is dedicated to the research and development, manufacture, sale and distribution of equipment, components, software and critical technical services for manufacturing, repair and service in the mobility infrastructure industry worldwide. The company is headquartered in Raleigh, North Carolina.
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