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 2026-04-24.
The Boeing Company · Industrials
$231.28
+45.0% upside to fair value
Grade C
VS
Palo Alto Networks, Inc. · Technology
$174.41
-0.1% 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
(83.4x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
BA |
PANW |
| Current Price |
$231.28 |
$174.41 |
| Fair Value Estimate |
$335.36 |
$174.18 |
| Upside to Fair Value |
+45.0%
|
-0.1%
|
| Market Cap |
$181.8B |
$118.9B |
| Forward P/E |
83.4x
|
94.6x
|
| EV / EBITDA |
30.8x
|
52.3x
|
| Price / Sales |
2.0x
|
12.0x
|
| Price / FCF |
776.7x
|
29.2x
|
| Revenue Growth YoY |
+14.0%
|
+14.9%
|
| Gross Margin |
4.8%
|
73.5%
|
| Operating Margin |
-5.9%
|
14.4%
|
| Return on Equity |
-8723.1%
|
15.5%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.13%
|
3.42%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
The Boeing Company is a leading global aerospace and defense firm operating across commercial airplanes, defense, space and security, and global services segments. Despite a challenging operating margin of negative 5.9% and a high trailing P/E of 83.43, Boeing is currently fairly valued with a fair value estimate of $422.56, implying an 82.7% upside from the current price of $231.28. The company …
Palo Alto Networks, Inc. is a leading global cybersecurity company specializing in AI-driven security platforms with a strong recurring revenue base exceeding 80% of total revenue. The company benefits from a high gross margin of 73.5% and solid profitability with a net margin of 13.0%, supported by accelerating revenue growth of 14.9% and earnings growth of 61.6% in the most recent quarter. Unde…
Accumulation Zones
| Metric |
BA |
PANW |
| Zone Low |
$251.52 |
$130.63 |
| Zone High |
$285.06 |
$148.05 |
| In Buy Zone? |
Yes
|
No
|