BAC vs PANW: Which Is the Better Buy?
Side-by-side comparison of Bank of America Corporation and Palo Alto Networks, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-14.
Bank of America Corporation · Financial Services
$59.50
-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
PANW has more upside to fair value
(+2.9%).
BAC trades at a lower forward P/E
(14.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
BAC |
PANW |
| Current Price |
$59.50 |
$287.78 |
| Fair Value Estimate |
$32.73 |
$296.19 |
| Upside to Fair Value |
-45.0%
|
+2.9%
|
| Market Cap |
$422.2B |
$196.1B |
| Forward P/E |
14.6x
|
248.9x
|
| EV / EBITDA |
13.3x
|
85.9x
|
| Price / Sales |
2.4x
|
18.5x
|
| Price / FCF |
7.5x
|
45.7x
|
| Revenue Growth YoY |
-35.6%
|
+31.1%
|
| Gross Margin |
63.2%
|
71.9%
|
| Operating Margin |
22.9%
|
9.6%
|
| Return on Equity |
10.5%
|
6.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
13.4%
|
2.19%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Bank of America Corporation operates as a diversified bank within the financial services sector, offering a broad range of banking and financial products. The business quality is medium, supported by a 10.5% return on equity and solid margins, but recent revenue declined sharply by 35.6% in the most recent quarter, indicating top-line pressure. Despite earnings growth of 16.1% in the same period,…
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 |
BAC |
PANW |
| Zone Low |
$24.55 |
$222.14 |
| Zone High |
$27.82 |
$251.76 |
| In Buy Zone? |
No
|
No
|