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 2026-09-26.
Danaher Corporation · Healthcare
$221.12
+29.6% upside to fair value
Med Conviction
Grade B
High Quality
VS
Palo Alto Networks, Inc. · Technology
$374.74
-5.2% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
DHR has more upside to fair value
(+29.6%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
DHR |
PANW |
| Current Price |
$221.12 |
$374.74 |
| Fair Value Estimate |
$286.52 |
$355.11 |
| Upside to Fair Value |
+29.6%
|
-5.2%
|
| Market Cap |
$155.4B |
$305.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
24.8x
|
569.8x
|
| Price / Sales |
6.2x
|
26.6x
|
| Price / FCF |
28.5x
|
64.0x
|
| Revenue Growth YoY |
+5.5%
|
+34.4%
|
| Gross Margin |
58.5%
|
70.4%
|
| Operating Margin |
20.4%
|
6.1%
|
| Return on Equity |
7.7%
|
1.7%
|
| Dividend Yield |
0.65% |
0% |
| FCF Yield |
3.51%
|
1.56%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Danaher is a diversified life-sciences and diagnostics platform spanning three segments: Life Sciences (mass spectrometers, flow cytometry, genomics, bioprocess technologies), Diagnostics (chemistry, immunoassay, microbiology, hematology, molecular and pathology systems), and Environmental & Applied Solutions (water quality and product-identification instrumentation). The business quality is high…
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 |
DHR |
PANW |
| Zone Low |
$214.89 |
$266.33 |
| Zone High |
$243.54 |
$301.84 |
| In Buy Zone? |
Yes
|
No
|