PerformanceRiskValuationProfitabilityCashflowLiquidityESGRevenue & Geographic ExposureForecastFinancial GrowthIncome GrowthCashflow GrowthBalance Sheet Growth
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.
12.18%
Similar revenue growth to PANW's 16.05%. Walter Schloss would investigate if similar growth reflects similar quality.
5.10%
Cost growth less than half of PANW's 15.51%. David Dodd would verify if cost advantage is structural.
15.91%
Similar gross profit growth to PANW's 16.26%. Walter Schloss would investigate industry dynamics.
3.33%
Margin expansion exceeding 1.5x PANW's 0.18%. David Dodd would verify competitive advantages.
5.87%
R&D growth 50-75% of PANW's 10.74%. Bruce Berkowitz would examine spending effectiveness.
5.22%
G&A growth while PANW reduces overhead. John Neff would investigate operational differences.
9.80%
Marketing expense growth 1.25-1.5x PANW's 7.47%. Martin Whitman would scrutinize spending rationale.
-971.43%
Other expenses reduction while PANW shows 18.60% growth. Joel Greenblatt would examine efficiency.
7.63%
Operating expenses growth above 1.5x PANW's 1.31%. Michael Burry would check for inefficiency.
6.36%
Total costs growth 1.25-1.5x PANW's 4.98%. Martin Whitman would scrutinize control.
-2.75%
Interest expense reduction while PANW shows 60.00% growth. Joel Greenblatt would examine advantage.
-7.16%
D&A reduction while PANW shows 15.45% growth. Joel Greenblatt would examine efficiency.
26.05%
EBITDA growth below 50% of PANW's 356.52%. Michael Burry would check for structural issues.
-1.24%
EBITDA margin decline while PANW shows 321.05% growth. Joel Greenblatt would examine position.
25.17%
Operating income growth below 50% of PANW's 116.67%. Michael Burry would check for structural issues.
11.58%
Operating margin growth below 50% of PANW's 114.36%. Michael Burry would check for structural issues.
-13.75%
Other expenses reduction while PANW shows 95.24% growth. Joel Greenblatt would examine advantage.
23.60%
Pre-tax income growth below 50% of PANW's 116.97%. Michael Burry would check for structural issues.
10.18%
Pre-tax margin growth below 50% of PANW's 114.62%. Michael Burry would check for structural issues.
48.48%
Tax expense growth less than half of PANW's 482.14%. David Dodd would verify if advantage is sustainable.
19.52%
Net income growth below 50% of PANW's 95.07%. Michael Burry would check for structural issues.
6.54%
Net margin growth below 50% of PANW's 95.76%. Michael Burry would check for structural issues.
19.79%
EPS growth below 50% of PANW's 95.12%. Michael Burry would check for structural issues.
20.00%
Diluted EPS growth below 50% of PANW's 95.12%. Michael Burry would check for structural issues.
-0.19%
Share count reduction while PANW shows 0.98% change. Joel Greenblatt would examine strategy.
-0.24%
Diluted share reduction while PANW shows 0.98% change. Joel Greenblatt would examine strategy.