CVX vs PANW: Which Is the Better Buy?

Side-by-side comparison of Chevron Corporation and Palo Alto Networks, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-05-01.
Chevron Corporation · Energy
$193.33
-18.2% upside to fair value
Grade D
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%). CVX trades at a lower forward P/E (31.3x). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric CVX PANW
Current Price $193.33 $174.41
Fair Value Estimate $158.09 $174.18
Upside to Fair Value -18.2% -0.1%
Market Cap $385.8B $118.9B
Forward P/E 31.3x 94.6x
EV / EBITDA 10.3x 52.3x
Price / Sales 2.1x 12.0x
Price / FCF 23.8x 29.2x
Revenue Growth YoY -5.3% +14.9%
Gross Margin 30.4% 73.5%
Operating Margin 9.0% 14.4%
Return on Equity 7.3% 15.5%
Dividend Yield 0% 0%
FCF Yield 4.19% 3.42%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
CVX — Chevron Corporation
Chevron Corporation operates as a leading integrated oil and gas company with significant upstream and downstream operations. The company benefits from experienced leadership under CEO Mike Wirth, who has over 44 years with Chevron, and maintains a strong market position as the second largest Big Oil major by market cap and net profits. However, Chevron currently trades at a very expensive valuat…
PANW — Palo Alto Networks, Inc.
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 CVX PANW
Zone Low $118.57 $130.63
Zone High $134.38 $148.05
In Buy Zone? No No
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