BLK vs PANW: Which Is the Better Buy?
Side-by-side comparison of BlackRock, Inc. and Palo Alto Networks, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-24.
BlackRock, Inc. · Financial Services
$1,042.85
+36.5% upside to fair value
Grade A
High Quality
VS
Palo Alto Networks, Inc. · Technology
$174.41
-0.1% upside to fair value
Grade B
High Quality
QuantHub Verdict
BLK has more upside to fair value
(+36.5%).
BLK trades at a lower forward P/E
(25.9x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
BLK |
PANW |
| Current Price |
$1,042.85 |
$174.41 |
| Fair Value Estimate |
$1,423.18 |
$174.18 |
| Upside to Fair Value |
+36.5%
|
-0.1%
|
| Market Cap |
$162.2B |
$118.9B |
| Forward P/E |
25.9x
|
94.6x
|
| EV / EBITDA |
16.9x
|
52.3x
|
| Price / Sales |
6.3x
|
12.0x
|
| Price / FCF |
45.2x
|
29.2x
|
| Revenue Growth YoY |
+28.3%
|
+14.9%
|
| Gross Margin |
59.1%
|
73.5%
|
| Operating Margin |
29.9%
|
14.4%
|
| Return on Equity |
12.0%
|
15.5%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.21%
|
3.42%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
BlackRock, Inc. is the world's largest asset manager with over $14 trillion in assets under management, operating primarily in financial services and asset management. The company benefits from a durable competitive moat driven by its scale, technology platform Aladdin, and founder-led management with CEO Laurence D. Fink at the helm since inception. BlackRock exhibits strong fundamentals includi…
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 |
BLK |
PANW |
| Zone Low |
$1,067.38 |
$130.63 |
| Zone High |
$1,209.70 |
$148.05 |
| In Buy Zone? |
Yes
|
No
|