Too close to call on the filings — the two names are within a point on our blended read; the better pick depends on which risk profile you prefer.
Zero-trust leader compounding 23% revenue with 77% gross margins and now strongly cash-generative; GAAP losses are narrowing fast.
Best-in-class cybersecurity compounder with surging operating cash flow, but priced for perfection at ~its multiple — own it, don't chase.
| Metric | ZS | PANW |
|---|---|---|
| Fundamentals score | 50 | 67 |
| Revenue growth (YoY) | +23.3% | +14.9% |
| Net income growth (YoY) | +28.1% | -56.0% |
| Net margin | -1.6% | 12.3% |
| Return on equity | -2.3% | 14.5% |
| ROIC (est.) | -3.4% | 10.0% |
| Liabilities / Equity | 2.57 | 2.01 |
| Piotroski F-score | 5 / 9 | 5 / 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 21, 2026, 4:41 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, 2:07 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for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security.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.