GE vs PANW: Which Is the Better Buy?
Side-by-side comparison of GE Aerospace and Palo Alto Networks, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-22.
GE Aerospace · Industrials
$308.35
-44.2% upside to fair value
Grade D
High Quality
VS
Palo Alto Networks, Inc. · Technology
$174.96
+15.2% upside to fair value
Grade B
High Quality
QuantHub Verdict
PANW has more upside to fair value
(+15.2%).
GE trades at a lower forward P/E
(37.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
GE |
PANW |
| Current Price |
$308.35 |
$174.96 |
| Fair Value Estimate |
$171.94 |
$201.61 |
| Upside to Fair Value |
-44.2%
|
+15.2%
|
| Market Cap |
$325.2B |
$119.2B |
| Forward P/E |
37.8x
|
94.9x
|
| EV / EBITDA |
27.9x
|
52.4x
|
| Price / Sales |
7.2x
|
12.1x
|
| Price / FCF |
45.2x
|
29.3x
|
| Revenue Growth YoY |
+18.5%
|
+14.9%
|
| Gross Margin |
36.8%
|
73.5%
|
| Operating Margin |
19.1%
|
14.4%
|
| Return on Equity |
46.6%
|
15.5%
|
| Dividend Yield |
0.44% |
0% |
| FCF Yield |
2.21%
|
3.41%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
GE Aerospace is the dominant pure-play aerospace engine company globally, operating through Commercial Engines and Services and Defense and Propulsion Technologies segments. The company delivered 18.5% revenue growth to $45.9 billion in 2025, driven by LEAP engine deliveries, a $190 billion backlog, and robust aftermarket services that generate majority profits. CEO Larry Culp has executed a rema…
Palo Alto Networks is a leading cybersecurity company specializing in AI-driven cloud security platforms, subscription services, and hardware products. The company benefits from a durable competitive moat driven by its platform transformation under CEO Nikesh Arora, with over 50% of revenue from high-margin subscription services growing at 25.6% year-over-year in fiscal 2024. Despite a premium va…
Accumulation Zones
| Metric |
GE |
PANW |
| Zone Low |
$128.96 |
$151.21 |
| Zone High |
$146.15 |
$171.37 |
| In Buy Zone? |
No
|
No
|