Palo Alto Networks Inc (PANW)vsWorkiva Inc (WK)
PANW
Palo Alto Networks Inc
$285.26
-1.94%
TECHNOLOGY · Cap: $231.90B
WK
Workiva Inc
$46.94
+0.16%
TECHNOLOGY · Cap: $2.75B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 1046% more annual revenue ($10.61B vs $925.59M). PANW leads profitability with a 8.0% profit margin vs 1.5%. WK trades at a lower P/E of 203.9x. PANW earns a higher WallStSmart Score of 47/100 (D+).
PANW
Hold47
out of 100
Grade: D+
WK
Avoid35
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+38.8%
Fair Value
$470.35
Current Price
$285.26
$185.09 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 31.1% year-over-year
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Conservative balance sheet, low leverage
19.9% revenue growth
Areas to Watch
Trading at 8.4x book value
ROE of 3.0% — below average capital efficiency
8.0% margin — thin
Weak financial health signals
0.0% earnings growth
1.5% margin — thin
Premium valuation, high expectations priced in
ROE of -2763.0% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : PANW
The strongest argument for PANW centers on Market Cap, Revenue Growth, EPS Growth. Revenue growth of 31.1% demonstrates continued momentum.
Bull Case : WK
The strongest argument for WK centers on Debt/Equity, Revenue Growth. Revenue growth of 19.9% demonstrates continued momentum.
Bear Case : PANW
The primary concerns for PANW are Price/Book, Return on Equity, Profit Margin. A P/E of 247.4x leaves little room for execution misses.
Bear Case : WK
The primary concerns for WK are EPS Growth, Profit Margin, P/E Ratio. A P/E of 203.9x leaves little room for execution misses. Thin 1.5% 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 0.94 — expect wider price swings.
PANW is growing revenue faster at 31.1% — sustainability is the question.
PANW generates stronger free cash flow (788M), providing more financial flexibility.
Bottom Line
PANW scores higher overall (47/100 vs 35/100) and 31.1% revenue growth. Both earn "Hold" 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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