BA vs PANW: Which Is the Better Buy?
Side-by-side comparison of The Boeing Company and Palo Alto Networks, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-07.
The Boeing Company · Industrials
$234.54
+45.0% upside to fair value
Grade C
VS
Palo Alto Networks, Inc. · Technology
$287.78
+2.9% upside to fair value
Grade B
High Quality
QuantHub Verdict
BA has more upside to fair value
(+45.0%).
BA trades at a lower forward P/E
(96.9x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
BA |
PANW |
| Current Price |
$234.54 |
$287.78 |
| Fair Value Estimate |
$340.08 |
$296.19 |
| Upside to Fair Value |
+45.0%
|
+2.9%
|
| Market Cap |
$184.9B |
$196.1B |
| Forward P/E |
96.9x
|
248.9x
|
| EV / EBITDA |
30.4x
|
85.9x
|
| Price / Sales |
2.0x
|
18.5x
|
| Price / FCF |
-177.6x
|
45.7x
|
| Revenue Growth YoY |
+14.0%
|
+31.1%
|
| Gross Margin |
4.8%
|
71.9%
|
| Operating Margin |
-5.9%
|
9.6%
|
| Return on Equity |
-8723.1%
|
6.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
—
|
2.19%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
The Boeing Company operates in the Industrials sector within the Aerospace & Defense industry, manufacturing commercial jetliners, defense, space, and security systems. Despite a challenging operating margin of -5.9% and a negative free cash flow per share of -2.46, Boeing shows strong recent earnings growth of 89.2% and revenue growth of 14.0% in the most recent quarter, signaling a potential re…
Palo Alto Networks is a leading cybersecurity company specializing in next-generation security platforms with a strong subscription and support revenue base comprising approximately 81% of total revenue. The company benefits from a wide and expanding competitive moat driven by its AI- and platform-driven cybersecurity solutions, led by a seasoned management team. Despite strong revenue growth of …
Accumulation Zones
| Metric |
BA |
PANW |
| Zone Low |
$255.06 |
$222.14 |
| Zone High |
$289.07 |
$251.76 |
| In Buy Zone? |
Yes
|
No
|