Palo Alto Networks Inc (PANW)vsVishay Intertechnology Inc (VSH)
PANW
Palo Alto Networks Inc
$179.32
+0.98%
TECHNOLOGY · Cap: $145.43B
VSH
Vishay Intertechnology Inc
$29.56
+2.04%
TECHNOLOGY · Cap: $3.78B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 222% more annual revenue ($9.89B vs $3.07B). PANW leads profitability with a 13.0% profit margin vs -0.3%. VSH appears more attractively valued with a PEG of 1.35. PANW earns a higher WallStSmart Score of 56/100 (C).
PANW
Buy56
out of 100
Grade: C
VSH
Hold47
out of 100
Grade: D+
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
+36.6%
Fair Value
$31.84
Current Price
$29.56
$2.28 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
Reasonable price relative to book value
Areas to Watch
Trading at 13.4x book value
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
ROE of -0.4% — below average capital efficiency
Earnings declined 94.1%
Currently unprofitable
Operating margin of -1.3%
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 : VSH
The strongest argument for VSH centers on Price/Book. Revenue growth of 12.1% 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 Price/Book, Piotroski F-Score, PEG Ratio. A P/E of 100.2x leaves little room for execution misses.
Bear Case : VSH
The primary concerns for VSH are Return on Equity, EPS Growth, Profit Margin.
Key Dynamics to Monitor
PANW profiles as a value stock while VSH is a turnaround play — different risk/reward profiles.
VSH carries more volatility with a beta of 1.14 — 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.
Bottom Line
PANW scores higher overall (56/100 vs 47/100) and 14.9% revenue growth. VSH offers better value entry with a 36.6% margin of safety. Both earn "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.
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.
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