503.87 - 512.55
344.79 - 555.45
23.62M / 20.39M (Avg.)
37.30 | 13.67
Helps investors judge whether earnings growth is driven by sustainable operations or temporary factors. Consistent, organic income expansion can justify a higher intrinsic value for patient, long-term investors.
16.77%
Revenue growth 1.25-1.5x PANW's 12.62%. Bruce Berkowitz would examine if growth advantage is sustainable.
36.98%
Cost growth above 1.5x PANW's 18.94%. Michael Burry would check for structural cost disadvantages.
5.71%
Gross profit growth 50-75% of PANW's 10.32%. Martin Whitman would scrutinize competitive position.
-9.47%
Both companies show margin pressure. Martin Whitman would check industry conditions.
-2.09%
R&D reduction while PANW shows 23.95% growth. Joel Greenblatt would examine competitive risk.
-4.24%
G&A reduction while PANW shows 11.04% growth. Joel Greenblatt would examine efficiency advantage.
18.81%
Similar marketing expense growth to PANW's 18.51%. Walter Schloss would investigate industry requirements.
84.95%
Other expenses growth above 1.5x PANW's 13.64%. Michael Burry would check for concerning trends.
7.03%
Operating expenses growth less than half of PANW's 18.89%. David Dodd would verify sustainability.
21.83%
Total costs growth 1.1-1.25x PANW's 18.90%. Bill Ackman would demand justification.
24.10%
Interest expense change of 24.10% while PANW maintains costs. Bruce Berkowitz would investigate control.
5.68%
D&A growth less than half of PANW's 11.96%. David Dodd would verify if efficiency is sustainable.
4.02%
EBITDA growth while PANW declines. John Neff would investigate advantages.
-9.64%
Both companies show margin pressure. Martin Whitman would check industry conditions.
4.02%
Operating income growth while PANW declines. John Neff would investigate advantages.
-10.92%
Both companies show margin pressure. Martin Whitman would check industry conditions.
38.93%
Other expenses growth 1.1-1.25x PANW's 31.25%. Bill Ackman would demand expense justification.
6.20%
Pre-tax income growth while PANW declines. John Neff would investigate advantages.
-9.05%
Both companies show margin pressure. Martin Whitman would check industry conditions.
36.99%
Tax expense growth while PANW reduces burden. John Neff would investigate differences.
2.37%
Net income growth while PANW declines. John Neff would investigate advantages.
-12.33%
Both companies show margin pressure. Martin Whitman would check industry conditions.
3.28%
EPS growth while PANW declines. John Neff would investigate advantages.
1.64%
Diluted EPS growth while PANW declines. John Neff would investigate advantages.
-0.40%
Share count reduction while PANW shows 1.76% change. Joel Greenblatt would examine strategy.
-0.41%
Diluted share reduction while PANW shows 1.76% change. Joel Greenblatt would examine strategy.