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 2026-04-22.
Bank of America Corporation · Financial Services
$53.95
-36.2% 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
PANW has more upside to fair value
(+15.2%).
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 |
$174.96 |
| Fair Value Estimate |
$34.41 |
$201.61 |
| Upside to Fair Value |
-36.2%
|
+15.2%
|
| Market Cap |
$387.2B |
$119.2B |
| Forward P/E |
12.3x
|
94.9x
|
| EV / EBITDA |
12.7x
|
52.4x
|
| Price / Sales |
2.2x
|
12.1x
|
| Price / FCF |
30.7x
|
29.3x
|
| 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%
|
3.41%
|
| 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 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 |
BAC |
PANW |
| Zone Low |
$25.81 |
$151.21 |
| Zone High |
$29.25 |
$171.37 |
| In Buy Zone? |
No
|
No
|