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 2026-04-22.
The Boeing Company · Industrials
$217.63
+19.5% upside to fair value
Grade C
VS
Palo Alto Networks, Inc. · Technology
$174.96
+15.2% upside to fair value
Grade B
High Quality
QuantHub Verdict
BA has more upside to fair value
(+19.5%).
BA trades at a lower forward P/E
(74.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
BA |
PANW |
| Current Price |
$217.63 |
$174.96 |
| Fair Value Estimate |
$260.00 |
$201.61 |
| Upside to Fair Value |
+19.5%
|
+15.2%
|
| Market Cap |
$170.9B |
$119.2B |
| Forward P/E |
74.0x
|
94.9x
|
| EV / EBITDA |
28.4x
|
52.4x
|
| Price / Sales |
1.9x
|
12.1x
|
| Price / FCF |
-88.2x
|
29.3x
|
| Revenue Growth YoY |
+34.5%
|
+14.9%
|
| Gross Margin |
4.8%
|
73.5%
|
| Operating Margin |
-6.1%
|
14.4%
|
| Return on Equity |
41.0%
|
15.5%
|
| Dividend Yield |
0.2% |
0% |
| FCF Yield |
-1.1%
|
3.41%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
The Boeing Company is the world's largest aerospace manufacturer operating across commercial airplanes, defense and space, global services, and Boeing Capital. After years of losses stemming from the 737 MAX crisis, production disruptions, and regulatory setbacks, Boeing posted its first profitable year in 2025 with net income of $2.2 billion on revenue of $89.5 billion, a 34.5% revenue increase …
Palo Alto Networks is a leading cybersecurity company specializing in AI-driven cloud security platforms, subscription services, and hardware products. The company benefits from a durable competitive moat driven by its platform transformation under CEO Nikesh Arora, with over 50% of revenue from high-margin subscription services growing at 25.6% year-over-year in fiscal 2024. Despite a premium va…
Accumulation Zones
| Metric |
BA |
PANW |
| Zone Low |
$195.00 |
$151.21 |
| Zone High |
$221.00 |
$171.37 |
| In Buy Zone? |
Yes
|
No
|