On the filings, Palo Alto Networks (PANW) is the stronger stock right now — higher on our blended fundamentals-plus-verdict read, and we currently rate it HOLD.
Best-in-class cybersecurity compounder with surging operating cash flow, but priced for perfection at ~its multiple — own it, don't chase.
Cash-gushing security leader with a fortress balance sheet, but widening GAAP losses, July 19 fallout, and no price to value it.
| Metric | PANW | CRWD |
|---|---|---|
| Fundamentals score | 67 | 43 |
| Revenue growth (YoY) | +14.9% | +21.7% |
| Net income growth (YoY) | -56.0% | -966.2% |
| Net margin | 12.3% | -3.4% |
| Return on equity | 14.5% | -3.7% |
| ROIC (est.) | 10.0% | -4.5% |
| Liabilities / Equity | 2.01 | 1.49 |
| Piotroski F-score | 5 / 9 | 4 / 9 |
Bold green = the stronger figure. All rows derive from SEC XBRL filings — no market-price data on this page.
AI-generated analysis, produced by our proprietary engine from SEC filing data.
Investment recommendation produced by TENK/calls (tenkcalls.com), Luxembourg. Completed Jun 19, 2026, 2:07 PM ET. Ratings & methodology: definitions · All recommendations to date: track record · Conflicts: disclosures. Not investment advice.
AI-generated analysis, produced by our proprietary engine from SEC filing data.
Investment recommendation produced by TENK/calls (tenkcalls.com), Luxembourg. Completed Jun 19, 2026, 2:11 PM ET. Ratings & methodology: definitions · All recommendations to date: track record · Conflicts: disclosures. Not investment advice.
Research and education only — not financial advice. TENKis not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities TENK rates; see Disclosures. Past performance does not guarantee future results. Do your own research.