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.
10.29%
Similar revenue growth to PANW's 10.90%. Walter Schloss would investigate if similar growth reflects similar quality.
2.38%
Cost growth less than half of PANW's 6.10%. David Dodd would verify if cost advantage is structural.
14.23%
Gross profit growth 1.25-1.5x PANW's 12.79%. Bruce Berkowitz would examine sustainability.
3.58%
Margin expansion exceeding 1.5x PANW's 1.70%. David Dodd would verify competitive advantages.
4.56%
R&D growth less than half of PANW's 14.09%. David Dodd would verify if efficiency advantage is sustainable.
20.87%
G&A growth above 1.5x PANW's 11.08%. Michael Burry would check for operational inefficiency.
8.70%
Similar marketing expense growth to PANW's 9.26%. Walter Schloss would investigate industry requirements.
-856.25%
Both companies reducing other expenses. Martin Whitman would check industry patterns.
8.35%
Similar operating expenses growth to PANW's 10.71%. Walter Schloss would investigate norms.
5.35%
Total costs growth 50-75% of PANW's 9.45%. Bruce Berkowitz would examine efficiency.
-0.30%
Both companies reducing interest expense. Martin Whitman would check industry trends.
-0.07%
D&A reduction while PANW shows 4.71% growth. Joel Greenblatt would examine efficiency.
22.02%
Similar EBITDA growth to PANW's 21.86%. Walter Schloss would investigate industry trends.
3.45%
EBITDA margin growth below 50% of PANW's 1236.16%. Michael Burry would check for structural issues.
19.96%
Operating income growth below 50% of PANW's 47.06%. Michael Burry would check for structural issues.
8.77%
Operating margin growth below 50% of PANW's 52.26%. Michael Burry would check for structural issues.
31.72%
Other expenses growth while PANW reduces costs. John Neff would investigate differences.
20.12%
Pre-tax income growth 50-75% of PANW's 35.07%. Martin Whitman would scrutinize operations.
8.91%
Pre-tax margin growth below 50% of PANW's 41.45%. Michael Burry would check for structural issues.
-135.24%
Tax expense reduction while PANW shows 888.89% growth. Joel Greenblatt would examine advantage.
49.70%
Net income growth while PANW declines. John Neff would investigate advantages.
35.73%
Net margin growth exceeding 1.5x PANW's 7.15%. David Dodd would verify competitive advantages.
49.57%
EPS growth while PANW declines. John Neff would investigate advantages.
50.00%
Diluted EPS growth while PANW declines. John Neff would investigate advantages.
-0.22%
Share count reduction while PANW shows 1.38% change. Joel Greenblatt would examine strategy.
-0.18%
Diluted share reduction while PANW shows 1.48% change. Joel Greenblatt would examine strategy.