DHR vs PANW: Which Is the Better Buy?
Side-by-side comparison of Danaher Corporation and Palo Alto Networks, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-04.
Danaher Corporation · Healthcare
$174.04
+13.2% upside to fair value
Grade B
VS
Palo Alto Networks, Inc. · Technology
$174.41
+15.2% upside to fair value
Grade B
High Quality
QuantHub Verdict
PANW has more upside to fair value
(+15.2%).
DHR trades at a lower forward P/E
(33.4x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DHR |
PANW |
| Current Price |
$174.04 |
$174.41 |
| Fair Value Estimate |
$197.01 |
$200.93 |
| Upside to Fair Value |
+13.2%
|
+15.2%
|
| Market Cap |
$123.2B |
$118.9B |
| Forward P/E |
33.4x
|
94.6x
|
| EV / EBITDA |
20.3x
|
52.3x
|
| Price / Sales |
5.0x
|
12.0x
|
| Price / FCF |
23.3x
|
29.2x
|
| Revenue Growth YoY |
+3.7%
|
+14.9%
|
| Gross Margin |
60.7%
|
73.5%
|
| Operating Margin |
21.0%
|
14.4%
|
| Return on Equity |
7.1%
|
15.5%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
4.3%
|
3.42%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Danaher Corporation is a diversified healthcare company focused on medical diagnostics, life sciences, and biotechnology, generating approximately $24 billion in revenue with a strong recurring revenue base of over 81%. The company benefits from a high gross margin of 60.7% and solid operating margin of 21%, supported by a seasoned management team with a proven capital allocation track record 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 |
DHR |
PANW |
| Zone Low |
$147.76 |
$150.70 |
| Zone High |
$167.46 |
$170.79 |
| In Buy Zone? |
No
|
No
|