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.
6.30%
Revenue growth below 50% of PANW's 13.50%. Michael Burry would check for competitive disadvantage risks.
4.14%
Cost growth 50-75% of PANW's 6.74%. Bruce Berkowitz would examine sustainable cost advantages.
7.26%
Gross profit growth below 50% of PANW's 16.08%. Michael Burry would check for structural issues.
0.90%
Margin expansion below 50% of PANW's 2.27%. Michael Burry would check for structural issues.
-3.51%
R&D reduction while PANW shows 0.17% growth. Joel Greenblatt would examine competitive risk.
33.72%
G&A growth above 1.5x PANW's 0.35%. Michael Burry would check for operational inefficiency.
7.90%
Marketing expense growth above 1.5x PANW's 3.83%. Michael Burry would check for spending discipline.
34.41%
Other expenses growth above 1.5x PANW's 14.31%. Michael Burry would check for concerning trends.
5.31%
Operating expenses growth above 1.5x PANW's 2.19%. Michael Burry would check for inefficiency.
4.69%
Total costs growth 1.25-1.5x PANW's 3.51%. Martin Whitman would scrutinize control.
-2.82%
Both companies reducing interest expense. Martin Whitman would check industry trends.
9.16%
D&A growth while PANW reduces D&A. John Neff would investigate differences.
12.29%
EBITDA growth below 50% of PANW's 36.28%. Michael Burry would check for structural issues.
2.63%
EBITDA margin growth below 50% of PANW's 104.51%. Michael Burry would check for structural issues.
8.51%
Operating income growth below 50% of PANW's 38.30%. Michael Burry would check for structural issues.
2.07%
Operating margin growth below 50% of PANW's 21.84%. Michael Burry would check for structural issues.
47.35%
Other expenses growth above 1.5x PANW's 20.46%. Michael Burry would check for concerning trends.
9.06%
Pre-tax income growth below 50% of PANW's 141.60%. Michael Burry would check for structural issues.
2.59%
Pre-tax margin growth below 50% of PANW's 112.86%. Michael Burry would check for structural issues.
6.22%
Tax expense growth less than half of PANW's 282.76%. David Dodd would verify if advantage is sustainable.
9.74%
Net income growth below 50% of PANW's 111.22%. Michael Burry would check for structural issues.
3.23%
Net margin growth below 50% of PANW's 86.09%. Michael Burry would check for structural issues.
9.76%
EPS growth below 50% of PANW's 111.43%. Michael Burry would check for structural issues.
9.80%
Diluted EPS growth below 50% of PANW's 106.45%. Michael Burry would check for structural issues.
-0.09%
Share count reduction while PANW shows 0.99% change. Joel Greenblatt would examine strategy.
0.04%
Diluted share reduction exceeding 1.5x PANW's 2.84%. David Dodd would verify capital allocation.