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PANW vs STX

PANW
Palo Alto Networks, Inc.
NEUTRAL
Price
$160.32
Market Cap
$130.82B
Sector
Technology
AI Confidence
90%
STX
Seagate Technology Holdings plc
NEUTRAL
Price
$547.75
Market Cap
$122.71B
Sector
Technology
AI Confidence
85%

Valuation

P/E Ratio
PANW
89.07
STX
61.75
Forward P/E
PANW
40.36
STX
26.93
P/B Ratio
PANW
12.0
STX
260.34
P/S Ratio
PANW
13.22
STX
12.2
EV/EBITDA
PANW
82.49
STX
43.2

Profitability

Gross Margin
PANW
73.5%
STX
38.77%
Operating Margin
PANW
15.5%
STX
29.95%
Profit Margin
PANW
12.96%
STX
19.59%
ROE
PANW
16.26%
STX
--
ROA
PANW
3.45%
STX
19.41%

Growth

Revenue Growth
PANW
14.9%
STX
21.5%
Earnings Growth
PANW
60.5%
STX
67.7%

Financial Health

Debt/Equity
PANW
0.05
STX
10.47
Current Ratio
PANW
1.04
STX
1.12
Quick Ratio
PANW
0.91
STX
0.65

Dividends

Dividend Yield
PANW
--
STX
0.54%
Payout Ratio
PANW
0.0%
STX
32.77%

AI Verdict

PANW NEUTRAL

PANW shows neutral fundamentals based on deterministic rules. Financial strength is stable (F-Score 4/9). Mixed signals with both opportunities and risks present.

Strengths
Low debt with D/E ratio of 0.05
Strong ROE of 16.3%
Risks
High valuation with P/E of 89.1
Premium vs Graham Number ($23.26)
STX NEUTRAL

STX exhibits a stable Piotroski F-Score of 6/9, but the financial profile is characterized by extreme leverage and a significant valuation disconnect. While earnings and revenue growth are explosive (Earnings +67.7% YoY), the current price of $547.75 trades at a massive premium to its Intrinsic Value ($261.66) and Graham Number ($20.49). The stock has experienced a parabolic 1-year gain of 632%, leaving it trading above the average analyst target price of $508.47. High debt-to-equity and bearish insider activity suggest the current rally may be overextended.

Strengths
Exceptional earnings growth (67.7% YoY)
Strong revenue growth (21.5% YoY)
Consistent earnings beat track record (3/4 last quarters)
Risks
Extreme leverage with a Debt/Equity ratio of 10.47
Severe valuation stretch (Price/Book of 260.34)
Current price exceeds analyst target price ($547.75 vs $508.47)

Compare Another Pair

PANW vs STX: Head-to-Head Comparison

This page compares Palo Alto Networks, Inc. (PANW) and Seagate Technology Holdings plc (STX) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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