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NetApp, Inc. (NTAP) vs Palo Alto Networks, Inc. (PANW)

NetApp, Inc. and Palo Alto Networks, Inc. are both Software Infrastructure companies. Palo Alto Networks, Inc. is the larger, with a market value of $328.6B against $44.7B — 7.4× the size. NetApp, Inc. trades at the lower P/E: 31.7× against 759×. Palo Alto Networks, Inc. grew revenue faster over the last twelve months: 24.5% against 12.2%. NetApp, Inc. has the higher net margin (19.2% vs 2.67%) and the higher return on invested capital (283.9% vs 1.66%). Across the 22 metrics below, NetApp, Inc. leads on 16 and Palo Alto Networks, Inc. on 6.

Valuation

Metric NTAP PANW Software Infrastructure median
P/E 31.72 759.21 30.50
P/S 6.04 26.25 2.94
P/B 29.85 10.96 2.92
Price to free cash flow 27.05 73.28 18.20
EV/EBITDA 21.44 138.94 17.15
EV/Sales 5.89 26.15 2.93
Earnings yield 3.15% 0.13% 0.00%
Free cash flow yield 3.70% 1.36% 0.35%

Profitability

Metric NTAP PANW Software Infrastructure median
Gross margin 70.63% 70.36% 59.48%
Operating margin 25.02% 6.05% 0.00%
Net margin 19.19% 2.67% 0.00%
Free cash flow margin 22.32% 35.83% 0.79%
Return on equity 114.82% 1.74% 0.29%
Return on assets 13.74% 0.85% 0.00%
Return on invested capital 283.94% 1.66% 0.00%

Growth

Metric NTAP PANW Software Infrastructure median
Revenue growth (TTM) 12.15% 24.50% 12.70%
EPS growth (last fiscal year) 11.99% (75.00%) 20.51%
Revenue growth, 5-year CAGR 3.81% 21.95% 15.81%
Net income growth, 5-year CAGR 11.82% 0.00% 0.00%

Health

Metric NTAP PANW Software Infrastructure median
Debt to equity 1.66 0.06 0.02
Current ratio 1.24 0.87 1.52
Net debt to EBITDA (0.59) (0.60) 0.05

Dividend

Metric NTAP PANW Software Infrastructure median
Dividend yield 0.91% — 1.05%
Payout ratio 0.29 — 0.29

Size

Metric NTAP PANW Software Infrastructure median
Market cap 44.70b 328.59b 672.06m

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