Palo Alto Networks Inc (PANW)vsVersus Systems Inc (VS)
PANW
Palo Alto Networks Inc
$362.66
-0.87%
TECHNOLOGY · Cap: $298.57B
VS
Versus Systems Inc
$1.31
-3.90%
TECHNOLOGY · Cap: $7.95M
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 529854% more annual revenue ($10.61B vs $2.00M). PANW leads profitability with a 8.0% profit margin vs -75.6%. PANW earns a higher WallStSmart Score of 47/100 (D+).
PANW
Hold47
out of 100
Grade: D+
VS
Avoid26
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+22.4%
Fair Value
$467.52
Current Price
$362.66
$104.86 discount
Margin of Safety
+75.3%
Fair Value
$4.08
Current Price
$1.31
$2.77 discount
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
Reasonable price relative to book value
Areas to Watch
Trading at 10.7x book value
ROE of 3.0% — below average capital efficiency
8.0% margin — thin
Weak financial health signals
0.0% earnings growth
Smaller company, higher risk/reward
Weak financial health signals
ROE of -15.4% — below average capital efficiency
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 : VS
The strongest argument for VS centers on Price/Book.
Bear Case : PANW
The primary concerns for PANW are Price/Book, Return on Equity, Profit Margin. A P/E of 318.6x leaves little room for execution misses.
Bear Case : VS
The primary concerns for VS are EPS Growth, Market Cap, Piotroski F-Score.
Key Dynamics to Monitor
PANW profiles as a hypergrowth stock while VS is a turnaround play — different risk/reward profiles.
VS carries more volatility with a beta of 1.35 — 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
PANW scores higher overall (47/100 vs 26/100) and 31.1% revenue growth. VS offers better value entry with a 75.3% margin of safety. 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.
Versus Systems Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Versus Systems Inc. develops and operates a business-to-business software platform that enables video game publishers and developers to deliver prize-based matches of their games to their players in Canada and the United States. The company is headquartered in Vancouver, Canada.
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