COMP <GO>
CRSR vs PANW // REVENUE GROWTH (YOY)
Corsair Gaming Inc. (NASDAQ) VS. Palo Alto Networks Inc. (NASDAQ) • 15-METRIC TALLY: CRSR 3
— PANW 8
▲ REVENUE GROWTH (YOY) LEADER: PANW
LAST: $12.60 (-8.23%) • MKT CAP: $1.49B
revenue-growth
11.90%
LAST: $365.87 (-3.86%) • MKT CAP: $311.47B
revenue-growth
14.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CRSR VS. PANW)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CRSR | PANW | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 28.90% | 73.40% | -44.50 | PANW | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 0.20% | 3.90% | -3.70 | PANW | /roic <GO> |
| EV/EBITDA & P/E Valuation | 105.7x | 95.0x | +10.70 | PANW | /valuation <GO> |
| Free Cash Flow Yield | 2.34% | 1.06% | +1.28 | CRSR | /fcf-yield <GO> |
| Operating Margin | 0.10% | 13.50% | -13.40 | PANW | /operating-margins <GO> |
| Net Profit Margin | 1.10% | 12.30% | -11.20 | PANW | /net-margins <GO> |
| Revenue Growth (YoY) ACTIVE | 11.90% | 14.90% | -3.00 | PANW | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.79 | 12.72 | -9.93 | PANW | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 8/9 | +1.00 | CRSR | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 53.2 | 51.0 | +2.20 | CRSR | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.28 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 86.3x | — | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.49B | $311.47B | -$309.99B | PANW | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CRSR REV | PANW REV | CRSR GROSS % | PANW GROSS % | CRSR FCF | PANW FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.47B | $9.22B | 28.9% | 73.4% | $34.7M | $3.30B |
| FY 2024 | $1.32B | $8.03B | 24.9% | 74.3% | $26.0M | $2.90B |
| FY 2023 | $1.46B | $6.89B | — | — | $89.2M | $2.47B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
CRSR // BETA —
PANW // BETA 1.28