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 2026-09-26.
BlackRock, Inc. · Financial Services
$1,069.78
+44.0% upside to fair value
High Conviction
Grade A
High Quality
VS
Palo Alto Networks, Inc. · Technology
$374.74
-5.2% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
BLK has more upside to fair value
(+44.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
BLK |
PANW |
| Current Price |
$1,069.78 |
$374.74 |
| Fair Value Estimate |
$1,540.94 |
$355.11 |
| Upside to Fair Value |
+44.0%
|
-5.2%
|
| Market Cap |
$165.8B |
$305.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
15.9x
|
569.8x
|
| Price / Sales |
6.1x
|
26.6x
|
| Price / FCF |
71.5x
|
64.0x
|
| Revenue Growth YoY |
+30.6%
|
+34.4%
|
| Gross Margin |
55.7%
|
70.4%
|
| Operating Margin |
31.1%
|
6.1%
|
| Return on Equity |
11.7%
|
1.7%
|
| Dividend Yield |
2.09% |
0% |
| FCF Yield |
1.4%
|
1.56%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
BlackRock is the world's largest asset manager, overseeing $15.345 trillion in assets across ETFs, active strategies, alternatives, and the Aladdin investment-technology platform, serving institutional, intermediary, and individual clients globally. The business quality is high: TTM gross margin of 55.7%, operating margin of 31.1%, and net margin of 24.1% reflect the scalability of a fee-based mo…
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 |
BLK |
PANW |
| Zone Low |
$1,155.70 |
$266.33 |
| Zone High |
$1,309.80 |
$301.84 |
| In Buy Zone? |
Yes
|
No
|