BAC vs PANW: Which Is the Better Buy?

Side-by-side comparison of Bank of America Corporation and Palo Alto Networks, Inc. β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-09-26.
Bank of America Corporation Β· Financial Services
$57.96
+15.7% upside to fair value
Med Conviction Grade B
VS
Palo Alto Networks, Inc. Β· Technology
$374.74
-5.2% upside to fair value
Med Conviction Grade C High Quality
QuantHub Verdict
BAC has more upside to fair value (+15.7%). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric BAC PANW
Current Price $57.96 $374.74
Fair Value Estimate $67.08 $355.11
Upside to Fair Value +15.7% -5.2%
Market Cap $411.3B $305.4B
Forward P/E β€” β€”
EV / EBITDA 24.4x 569.8x
Price / Sales 2.1x 26.6x
Price / FCF 4.4x 64.0x
Revenue Growth YoY +5.8% +34.4%
Gross Margin 59.3% 70.4%
Operating Margin 22.5% 6.1%
Return on Equity 11.1% 1.7%
Dividend Yield 2.0% 0%
FCF Yield 22.88% 1.56%
Analyst Consensus Buy Strong Buy
Investment Thesis
BAC β€” Bank of America Corporation
Bank of America Corporation is a diversified U.S. money-center bank operating through Consumer Banking, Global Wealth & Investment Management, Global Banking, and Global Markets, serving roughly 67 million consumer and small business clients through about 4,200 retail financial centers and 16,000 ATMs as of the last detailed disclosure. The franchise quality is solid but not exceptional: TTM net …
PANW β€” Palo Alto Networks, Inc.
Palo Alto Networks is a global cybersecurity leader built around next-generation firewalls, the Panorama management platform, and a broad subscription portfolio spanning threat prevention, cloud security, secure access, and security analytics, sold to medium and large enterprises, service providers, and governments through direct and channel distribution. The business quality is genuinely high on…
Accumulation Zones
Metric BAC PANW
Zone Low $50.31 $266.33
Zone High $57.02 $301.84
In Buy Zone? No No
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