Palo Alto Networks Inc (PANW)vsWorkday Inc (WDAY)
PANW
Palo Alto Networks Inc
$330.65
-2.32%
TECHNOLOGY · Cap: $270.47B
WDAY
Workday Inc
$185.70
+0.33%
TECHNOLOGY · Cap: $44.89B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 13% more annual revenue ($11.48B vs $10.15B). WDAY leads profitability with a 12.3% profit margin vs 2.7%. WDAY appears more attractively valued with a PEG of 0.72. WDAY earns a higher WallStSmart Score of 65/100 (C+).
PANW
Buy51
out of 100
Grade: C-
WDAY
Buy65
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
Margin of Safety
+76.0%
Fair Value
$601.74
Current Price
$185.70
$416.04 discount
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 206.0% YoY
Growing faster than its price suggests
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
Premium valuation, high expectations priced in
Distress zone — elevated risk
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 : WDAY
The strongest argument for WDAY centers on EPS Growth, PEG Ratio. Revenue growth of 12.8% demonstrates continued momentum. PEG of 0.72 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 : WDAY
The primary concerns for WDAY are P/E Ratio, Altman Z-Score.
Key Dynamics to Monitor
PANW profiles as a hypergrowth stock while WDAY is a value play — different risk/reward profiles.
WDAY carries more volatility with a beta of 1.08 — 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
WDAY scores higher overall (65/100 vs 51/100) and 12.8% 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.
Workday Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Workday, Inc. provides business applications in the cloud worldwide. The company is headquartered in Pleasanton, California.
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