Palo Alto Networks Inc (PANW)vsVontier Corp (VNT)
PANW
Palo Alto Networks Inc
$179.32
-1.22%
TECHNOLOGY · Cap: $145.43B
VNT
Vontier Corp
$34.72
-1.95%
TECHNOLOGY · Cap: $4.92B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 222% more annual revenue ($9.89B vs $3.08B). VNT leads profitability with a 13.2% profit margin vs 13.0%. VNT appears more attractively valued with a PEG of 0.98. VNT earns a higher WallStSmart Score of 64/100 (C+).
PANW
Buy56
out of 100
Grade: C
VNT
Buy64
out of 100
Grade: C+
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
+59.7%
Fair Value
$101.07
Current Price
$34.72
$66.35 discount
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
Every $100 of equity generates 35 in profit
Growing faster than its price suggests
Attractively priced relative to earnings
Areas to Watch
Trading at 13.4x book value
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
4.1% revenue growth
4.3% earnings growth
Grey zone — moderate risk
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 : VNT
The strongest argument for VNT centers on Return on Equity, PEG Ratio, P/E Ratio. PEG of 0.98 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 : VNT
The primary concerns for VNT are Revenue Growth, EPS Growth, Altman Z-Score.
Key Dynamics to Monitor
VNT carries more volatility with a beta of 1.32 — expect wider price swings.
PANW is growing revenue faster at 14.9% — sustainability is the question.
PANW generates stronger free cash flow (470M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
VNT scores higher overall (64/100 vs 56/100). PANW offers better value entry with a 60.8% 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.
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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