Palo Alto Networks Inc (PANW)vsWorkday Inc (WDAY)
PANW
Palo Alto Networks Inc
$179.32
-1.22%
TECHNOLOGY · Cap: $145.43B
WDAY
Workday Inc
$122.40
-0.02%
TECHNOLOGY · Cap: $31.47B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 4% more annual revenue ($9.89B vs $9.55B). PANW leads profitability with a 13.0% profit margin vs 7.3%. WDAY appears more attractively valued with a PEG of 0.47. WDAY earns a higher WallStSmart Score of 64/100 (C+).
PANW
Buy56
out of 100
Grade: C
WDAY
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
+75.3%
Fair Value
$583.98
Current Price
$122.40
$461.58 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
Growing faster than its price suggests
Earnings expanding 62.9% YoY
Generating 1.2B in free cash flow
Areas to Watch
Trading at 13.4x book value
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
7.3% margin — thin
Premium valuation, high expectations priced in
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 : WDAY
The strongest argument for WDAY centers on PEG Ratio, EPS Growth, Free Cash Flow. Revenue growth of 14.5% demonstrates continued momentum. PEG of 0.47 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 : WDAY
The primary concerns for WDAY are Profit Margin, P/E Ratio. A P/E of 47.1x leaves little room for execution misses.
Key Dynamics to Monitor
WDAY 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.
WDAY generates stronger free cash flow (1.2B), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
WDAY scores higher overall (64/100 vs 56/100) and 14.5% revenue growth. 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.
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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