PANW vs SMCI

Head-to-Head Stock Analysis & Investment Rating

Last Updated: Sep 28, 2026

PANW

37.1
AI Score
VS
SMCI Wins

SMCI

44.9
AI Score

Investment Advisor Scores

PANW

37score
Recommendation
AVOID NEW MONEY

SMCI

45score
Recommendation
HOLD

AI Analyst Insights

Detailed Metrics Comparison

Metric PANW SMCI Winner
Forward P/E 94.3396 10.1523 SMCI
PEG Ratio 2.0083 0.9132 SMCI
Revenue Growth 34.5% 93.2% SMCI
Earnings Growth 60.5% 434.7% SMCI
Tradestie Score 37.1/100 44.9/100 SMCI
Profit Margin 2.7% 5.7% SMCI
Beta 1.00 1.00 Tie
AI Recommendation AVOID NEW MONEY HOLD SMCI

Relative Price Performance (Last 90 Days)

PANW 1M: +20.4% · 3M: +19.9% SMCI 1M: +11.6% · 3M: +59.1%

Current Technical Phase

PANW

Markup
Hold / add on dips

Price above SMA50, rising 50-day trend (4.9% over 20 days), RSI 60

RSI (14): 59.9 · Price: $405.57

SMCI

Markup
Hold / add on dips

Price above SMA50, rising 50-day trend (16.4% over 20 days), RSI 65

RSI (14): 65.4 · Price: $44.94

Fundamentals Snapshot

Metric PANW SMCI
Market Cap — —
Forward P/E 183.5 9.2
Trailing P/E 1049.8 13.3
Revenue (TTM) — —
Revenue Growth 0.3% 0.9%
Gross Margin 0.7% 0.1%
Operating Margin 0.1% 0.1%
EPS 0.40 3.26
Dividend Yield — —

Frequently Asked Questions

Based on our detailed analysis, SMCI is currently the stronger investment candidate based on our comprehensive scoring model.

We analyze revenue and earnings growth rates in the "Growth" section above. Generally, the company with higher year-over-year revenue and EPS growth is fostering better expansion. Check the table above for the specific growth percentages.

Valuation is determined by metrics like the P/E Ratio and PEG Ratio. A lower P/E typically suggests a stock is cheaper relative to its earnings. Refer to the "Valuation" section in our comparison table to see which stock currently trades at a more attractive multiple.