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.
10.66%
Similar revenue growth to PANW's 13.54%. Walter Schloss would investigate if similar growth reflects similar quality.
7.25%
Similar cost growth to PANW's 8.56%. Walter Schloss would investigate if industry cost pressures are temporary.
12.21%
Similar gross profit growth to PANW's 15.75%. Walter Schloss would investigate industry dynamics.
1.40%
Margin expansion 50-75% of PANW's 1.95%. Martin Whitman would scrutinize competitive position.
9.28%
R&D growth above 1.5x PANW's 4.60%. Michael Burry would check for spending discipline.
14.69%
G&A growth 1.25-1.5x PANW's 11.62%. Martin Whitman would scrutinize overhead control.
15.25%
Marketing expense growth above 1.5x PANW's 9.33%. Michael Burry would check for spending discipline.
266.67%
Other expenses growth while PANW reduces costs. John Neff would investigate differences.
12.51%
Operating expenses growth above 1.5x PANW's 7.86%. Michael Burry would check for inefficiency.
9.73%
Total costs growth 1.1-1.25x PANW's 8.06%. Bill Ackman would demand justification.
-12.64%
Interest expense reduction while PANW shows 0.98% growth. Joel Greenblatt would examine advantage.
13.90%
D&A growth while PANW reduces D&A. John Neff would investigate differences.
16.60%
EBITDA growth below 50% of PANW's 165.56%. Michael Burry would check for structural issues.
1.16%
EBITDA margin growth below 50% of PANW's 50.97%. Michael Burry would check for structural issues.
12.01%
Operating income growth below 50% of PANW's 45.29%. Michael Burry would check for structural issues.
1.22%
Operating margin growth below 50% of PANW's 51.81%. Michael Burry would check for structural issues.
64.89%
Other expenses growth while PANW reduces costs. John Neff would investigate differences.
12.58%
Pre-tax income growth below 50% of PANW's 31.98%. Michael Burry would check for structural issues.
1.74%
Pre-tax margin growth below 50% of PANW's 40.09%. Michael Burry would check for structural issues.
65.65%
Tax expense growth less than half of PANW's 420.75%. David Dodd would verify if advantage is sustainable.
6.48%
Net income growth below 50% of PANW's 17.78%. Michael Burry would check for structural issues.
-3.78%
Net margin decline while PANW shows 27.59% growth. Joel Greenblatt would examine position.
6.83%
EPS growth below 50% of PANW's 18.00%. Michael Burry would check for structural issues.
6.90%
Diluted EPS growth below 50% of PANW's 18.00%. Michael Burry would check for structural issues.
-0.16%
Share count reduction while PANW shows 0.31% change. Joel Greenblatt would examine strategy.
-0.21%
Diluted share reduction while PANW shows 0.31% change. Joel Greenblatt would examine strategy.