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.
11.65%
Revenue growth 1.25-1.5x PANW's 8.41%. Bruce Berkowitz would examine if growth advantage is sustainable.
25.42%
Cost growth above 1.5x PANW's 10.41%. Michael Burry would check for structural cost disadvantages.
4.53%
Gross profit growth 50-75% of PANW's 7.64%. Martin Whitman would scrutinize competitive position.
-6.37%
Both companies show margin pressure. Martin Whitman would check industry conditions.
2.34%
R&D growth less than half of PANW's 13.14%. David Dodd would verify if efficiency advantage is sustainable.
-1.48%
Both companies reducing G&A. Martin Whitman would check industry cost trends.
11.96%
Marketing expense growth above 1.5x PANW's 1.72%. Michael Burry would check for spending discipline.
142.86%
Other expenses growth above 1.5x PANW's 23.08%. Michael Burry would check for concerning trends.
6.14%
Operating expenses growth while PANW reduces costs. John Neff would investigate differences.
16.12%
Total costs growth above 1.5x PANW's 2.40%. Michael Burry would check for inefficiency.
-0.30%
Both companies reducing interest expense. Martin Whitman would check industry trends.
5.57%
D&A growth less than half of PANW's 19.38%. David Dodd would verify if efficiency is sustainable.
3.60%
EBITDA growth below 50% of PANW's 210.96%. Michael Burry would check for structural issues.
-7.08%
EBITDA margin decline while PANW shows 209.14% growth. Joel Greenblatt would examine position.
3.04%
Operating income growth below 50% of PANW's 120.56%. Michael Burry would check for structural issues.
-7.70%
Operating margin decline while PANW shows 118.96% growth. Joel Greenblatt would examine position.
-52.26%
Other expenses reduction while PANW shows 52.58% growth. Joel Greenblatt would examine advantage.
1.60%
Pre-tax income growth below 50% of PANW's 104.78%. Michael Burry would check for structural issues.
-8.99%
Pre-tax margin decline while PANW shows 104.41% growth. Joel Greenblatt would examine position.
40.66%
Tax expense growth less than half of PANW's 231.43%. David Dodd would verify if advantage is sustainable.
-4.58%
Net income decline while PANW shows 93.21% growth. Joel Greenblatt would examine position.
-14.53%
Net margin decline while PANW shows 93.74% growth. Joel Greenblatt would examine position.
-5.22%
EPS decline while PANW shows 93.43% growth. Joel Greenblatt would examine position.
-5.26%
Diluted EPS decline while PANW shows 93.43% growth. Joel Greenblatt would examine position.
0.25%
Share count reduction below 50% of PANW's 0.21%. Michael Burry would check for concerns.
0.03%
Diluted share reduction exceeding 1.5x PANW's 0.21%. David Dodd would verify capital allocation.