Palo Alto Networks Inc (PANW)vsVishay Intertechnology Inc (VSH)
PANW
Palo Alto Networks Inc
$330.65
-2.32%
TECHNOLOGY · Cap: $270.47B
VSH
Vishay Intertechnology Inc
$33.21
+6.14%
TECHNOLOGY · Cap: $4.86B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 246% more annual revenue ($11.48B vs $3.32B). PANW leads profitability with a 2.7% profit margin vs 0.9%. VSH appears more attractively valued with a PEG of 1.35. VSH earns a higher WallStSmart Score of 61/100 (C+).
PANW
Buy51
out of 100
Grade: C-
VSH
Buy61
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 VSH.
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
Earnings expanding 1800.0% YoY
Reasonable price relative to book value
16.6% revenue growth
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
Grey zone — moderate risk
ROE of 0.1% — below average capital efficiency
0.9% margin — thin
Operating margin of 2.4%
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 : VSH
The strongest argument for VSH centers on EPS Growth, Price/Book, Revenue Growth. Revenue growth of 16.6% demonstrates continued momentum. PEG of 1.35 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 : VSH
The primary concerns for VSH are Altman Z-Score, Return on Equity, Profit Margin. A P/E of 158.4x leaves little room for execution misses. Thin 0.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
PANW profiles as a hypergrowth stock while VSH is a growth play — different risk/reward profiles.
VSH carries more volatility with a beta of 1.80 — expect wider price swings.
PANW is growing revenue faster at 34.4% — sustainability is the question.
PANW generates stronger free cash flow (788M), providing more financial flexibility.
Bottom Line
VSH scores higher overall (61/100 vs 51/100) and 16.6% 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.
Vishay Intertechnology Inc
TECHNOLOGY · SEMICONDUCTORS · USA
Vishay Intertechnology, Inc. manufactures and supplies discrete semiconductors and passive electronic components in Asia, Europe, and the Americas. The company is headquartered in Malvern, Pennsylvania.
Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
Want to dig deeper into these stocks?