503.87 - 512.55
344.79 - 555.45
23.62M / 20.39M (Avg.)
37.30 | 13.67
Profitability reveals how effectively the business turns revenues into profits. Higher and improving margins or returns on capital suggest a durable competitive advantage, supporting a stronger intrinsic valuation.
2.23%
ROE 50-75% of PANW's 3.24%. Martin Whitman would question whether management can close the gap.
1.80%
ROA above 1.5x PANW's 1.08%. David Dodd would verify if the company’s niche or scale drives superior asset efficiency.
2.05%
ROCE 75-90% of PANW's 2.28%. Bill Ackman would need a credible plan to improve capital allocation.
76.91%
Similar gross margin to PANW's 73.23%. Walter Schloss would check if both companies have comparable cost structures.
14.53%
Similar margin to PANW's 14.01%. Walter Schloss would check if both companies share cost structures or economies of scale.
15.26%
Net margin above 1.5x PANW's 10.01%. David Dodd would investigate if product mix or brand premium drives better bottom line.