Palo Alto Networks Inc (PANW)vsZebra Technologies Corporation (ZBRA)
PANW
Palo Alto Networks Inc
$183.68
+7.00%
TECHNOLOGY · Cap: $146.86B
ZBRA
Zebra Technologies Corporation
$229.76
+0.60%
TECHNOLOGY · Cap: $11.17B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 83% more annual revenue ($9.89B vs $5.40B). PANW leads profitability with a 13.0% profit margin vs 7.8%. ZBRA appears more attractively valued with a PEG of 0.48. ZBRA earns a higher WallStSmart Score of 58/100 (C).
PANW
Buy56
out of 100
Grade: C
ZBRA
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+59.5%
Fair Value
$454.04
Current Price
$183.68
$270.36 discount
Margin of Safety
+10.5%
Fair Value
$281.98
Current Price
$229.76
$52.22 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
Areas to Watch
Trading at 13.7x book value
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Moderate valuation
7.8% margin — thin
Weak financial health signals
Earnings declined 55.8%
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 : ZBRA
The strongest argument for ZBRA centers on PEG Ratio. Revenue growth of 10.6% demonstrates continued momentum. PEG of 0.48 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 101.2x leaves little room for execution misses.
Bear Case : ZBRA
The primary concerns for ZBRA are P/E Ratio, Profit Margin, Piotroski F-Score.
Key Dynamics to Monitor
ZBRA carries more volatility with a beta of 1.66 — 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.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ZBRA scores higher overall (58/100 vs 56/100) and 10.6% revenue growth. PANW offers better value entry with a 59.5% 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.
Zebra Technologies Corporation
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Zebra Technologies Corporation is an American company that manufactures and sells marking, tracking, and computer printing technologies. Its products include thermal barcode label and receipt printers, RFID smart label printers/encoders/fixed & handheld readers/antennas, and card and kiosk printers that are used for barcode labeling, personal identification, and specialty printing, principally in the manufacturing, supply chain, retail, healthcare, and government sectors.
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