Palo Alto Networks Inc (PANW)vsWorkiva Inc (WK)
PANW
Palo Alto Networks Inc
$314.67
-0.26%
TECHNOLOGY · Cap: $299.44B
WK
Workiva Inc
$72.76
-14.90%
TECHNOLOGY · Cap: $4.64B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 1089% more annual revenue ($11.48B vs $965.70M). WK leads profitability with a 4.9% profit margin vs 2.7%. WK trades at a lower P/E of 98.4x. PANW earns a higher WallStSmart Score of 51/100 (C-).
PANW
Buy51
out of 100
Grade: C-
WK
Avoid31
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+26.6%
Fair Value
$498.68
Current Price
$314.67
$184.01 discount
Intrinsic value data unavailable for WK.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Revenue surging 34.5% year-over-year
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Generating 1.3B in free cash flow
Conservative balance sheet, low leverage
18.6% revenue growth
Areas to Watch
Expensive relative to growth rate
Trading at 9.3x book value
ROE of 1.1% — below average capital efficiency
2.7% margin — thin
0.0% earnings growth
4.9% margin — thin
Operating margin of 4.6%
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : PANW
The strongest argument for PANW centers on Market Cap, Revenue Growth, EPS Growth. Revenue growth of 34.5% demonstrates continued momentum.
Bull Case : WK
The strongest argument for WK centers on Debt/Equity, Revenue Growth. Revenue growth of 18.6% demonstrates continued momentum.
Bear Case : PANW
The primary concerns for PANW are PEG Ratio, Price/Book, Return on Equity. A P/E of 914.7x leaves little room for execution misses. Thin 2.7% margins leave little buffer for downturns.
Bear Case : WK
The primary concerns for WK are EPS Growth, Profit Margin, Operating Margin. A P/E of 98.4x leaves little room for execution misses. Thin 4.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
PANW profiles as a hypergrowth stock while WK is a growth play — different risk/reward profiles.
PANW carries more volatility with a beta of 0.93 — expect wider price swings.
PANW is growing revenue faster at 34.5% — sustainability is the question.
PANW generates stronger free cash flow (1.3B), providing more financial flexibility.
Bottom Line
PANW scores higher overall (51/100 vs 31/100) and 34.5% revenue growth. Both earn "Buy" 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.
Workiva Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Workiva Inc. provides global cloud-based compliance and regulatory reporting solutions. The company is headquartered in Ames, Iowa.
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