Compare price, profitability, solvency, and SEC-reported financials side by side—before deciding which assumptions deserve a closer look.
Decision snapshot: PAYC stock price vs PANW: inconclusive Relative valuation is incomplete for this pair. Review the available filing metrics before drawing a conclusion.
Quick read
Each company valued on the other's multiple, then compared with the market price.
Implied fair value · at PANW's multiple
Needs PANW P/E.
Implied fair value · at PAYC's multiple
Needs PAYC P/E.
Price unavailable
Metric by metric
Where each company leads, and how wide the gap is.
Growth lag
Reported gross margin
Operating income + D&A
Lower is better
Not comparable
Lower leverage
Statements
Annual statements in reported currencies, with calculations and source evidence.
Values retain reported currencies and share bases. Select a figure to inspect its period, calculation and filing inputs. Differences require compatible units and periods.
Explore enterprise value and market valuation multiples in the valuation sections.
Trendline
Nine period-end years of reported revenue, earnings, and margins. Periods and currencies are shown with the data.
Price framework
USD market cap plus reported borrowing debt, less cash and equivalents. This EV proxy excludes investments, preferred stock and noncontrolling-interest adjustments.
Complete market value, debt and cash evidence is required for enterprise value.
Complete market value, debt and cash evidence is required for enterprise value.
Price framework
The same filing-backed model used on each company's valuation page, with company-specific inputs and calculated scenarios.
Paycom Software, Inc. · implied price per share
Debt and bridge-cash inputs are required to translate enterprise value into equity value.
Palo Alto Networks, Inc · implied price per share
Debt and bridge-cash inputs are required to translate enterprise value into equity value.
Balance sheet health
Inspect reported liquidity and leverage alongside historical financial-health checks.
Financial strength on a 0–9 scale.
Bankruptcy-risk signal from balance sheet and earnings power.
Not enough data to score either balance sheet.
Comparable set
Where the pair sits against the wider comparable set.
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Cash excludes investments. EBITDA is an operating-income-plus-D&A proxy. Missing borrowing categories remain unavailable; select a value to inspect its inputs.
LLM-powered synthesis
An explanation of the financial evidence. Check its snapshot date against the figures above.
This explanation uses an earlier data snapshot or evidence version. Review its generation date and the current figures, or refresh after signing in.
If you believe PAYC can reaccelerate growth without sacrificing its superior margins and capital efficiency, then PAYC can be attractive on relative valuation because it trades at far lower multiples than PANW; if not, the current price looks closer to fair value given the DCF and historical ranges.
PAYC trades at a steep discount to PANW across earnings and revenue multiples, with the headline P/E implying far more upside than the broader valuation set supports. However, PANW-implied price range is far above PAYC’s current price while PAYC’s own historical and DCF ranges are much closer to current levels, suggesting the market is already anchoring PAYC to a lower growth/quality profile.
Supporting Metrics
