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 2026-07-10.
Danaher Corporation · Healthcare
$195.98
+7.9% upside to fair value
Grade B
High Quality
VS
Palo Alto Networks, Inc. · Technology
$287.78
+2.9% upside to fair value
Grade B
High Quality
QuantHub Verdict
DHR has more upside to fair value
(+7.9%).
DHR trades at a lower forward P/E
(37.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DHR |
PANW |
| Current Price |
$195.98 |
$287.78 |
| Fair Value Estimate |
$211.54 |
$296.19 |
| Upside to Fair Value |
+7.9%
|
+2.9%
|
| Market Cap |
$138.7B |
$196.1B |
| Forward P/E |
37.8x
|
248.9x
|
| EV / EBITDA |
22.8x
|
85.9x
|
| Price / Sales |
5.6x
|
18.5x
|
| Price / FCF |
26.2x
|
45.7x
|
| Revenue Growth YoY |
+3.7%
|
+31.1%
|
| Gross Margin |
60.7%
|
71.9%
|
| Operating Margin |
21.0%
|
9.6%
|
| Return on Equity |
7.1%
|
6.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.81%
|
2.19%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Danaher Corporation operates in the healthcare sector, specifically in medical diagnostics and research, delivering high-quality products with a durable competitive moat supported by strong margins and consistent earnings growth. The company trades at a trailing and forward P/E of 37.76, which is relatively high but justified by its stable revenue growth of 3.7% and earnings growth of 7.9% in the…
Palo Alto Networks is a leading cybersecurity company specializing in next-generation security platforms with a strong subscription and support revenue base comprising approximately 81% of total revenue. The company benefits from a wide and expanding competitive moat driven by its AI- and platform-driven cybersecurity solutions, led by a seasoned management team. Despite strong revenue growth of …
Accumulation Zones
| Metric |
DHR |
PANW |
| Zone Low |
$158.66 |
$222.14 |
| Zone High |
$179.81 |
$251.76 |
| In Buy Zone? |
No
|
No
|