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 2026-04-24.
Bank of America Corporation · Financial Services
$53.95
-41.2% 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
PANW has more upside to fair value
(-0.1%).
BAC trades at a lower forward P/E
(12.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
BAC |
PANW |
| Current Price |
$53.95 |
$174.41 |
| Fair Value Estimate |
$31.74 |
$174.18 |
| Upside to Fair Value |
-41.2%
|
-0.1%
|
| Market Cap |
$387.2B |
$118.9B |
| Forward P/E |
12.3x
|
94.6x
|
| EV / EBITDA |
12.7x
|
52.3x
|
| Price / Sales |
2.2x
|
12.0x
|
| Price / FCF |
30.7x
|
29.2x
|
| Revenue Growth YoY |
-35.6%
|
+14.9%
|
| Gross Margin |
63.2%
|
73.5%
|
| Operating Margin |
22.9%
|
14.4%
|
| Return on Equity |
10.5%
|
15.5%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.26%
|
3.42%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Bank of America Corporation is a leading diversified bank with $3.41 trillion in assets and a broad footprint across consumer banking, global markets, wealth management, and corporate banking. The company benefits from a strong market position and experienced leadership under CEO Brian T. Moynihan. However, the stock is currently overvalued, trading approximately 36% above its fair value estimate…
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 |
BAC |
PANW |
| Zone Low |
$23.80 |
$130.63 |
| Zone High |
$26.98 |
$148.05 |
| In Buy Zone? |
No
|
No
|