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.
-8.04%
Both companies show negative ROE. Martin Whitman would check if the entire market segment is distressed.
-2.46%
Both firms have negative ROA. Martin Whitman would investigate if the market environment is extremely challenging.
4.39%
Positive ROCE while PANW is negative. John Neff would see if competitive strategy explains the difference.
61.74%
Gross margin 75-90% of PANW's 70.63%. Bill Ackman would ask if incremental improvements can close the gap.
30.01%
Positive operating margin while PANW is negative. John Neff might see a significant competitive edge in operations.
-21.79%
Both companies run at a net loss. Martin Whitman would see if broader market headwinds persist.