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.
1.86%
ROE 50-75% of PANW's 3.24%. Martin Whitman would question whether management can close the gap.
1.46%
ROA 1.25-1.5x PANW's 1.08%. Walter Schloss would see if improvements in asset turnover can sustain this lead.
1.73%
ROCE 75-90% of PANW's 2.28%. Bill Ackman would need a credible plan to improve capital allocation.
84.62%
Gross margin 1.25-1.5x PANW's 73.23%. Bruce Berkowitz would confirm if this advantage is sustainable.
13.93%
Similar margin to PANW's 14.01%. Walter Schloss would check if both companies share cost structures or economies of scale.
14.33%
Net margin 1.25-1.5x PANW's 10.01%. Bruce Berkowitz would see if cost savings or scale explain the difference.