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 2026-09-26.
GE Aerospace · Industrials
$312.90
+3.4% upside to fair value
Med Conviction
Grade C
High Quality
VS
Palo Alto Networks, Inc. · Technology
$374.74
-5.2% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
GE has more upside to fair value
(+3.4%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
GE |
PANW |
| Current Price |
$312.90 |
$374.74 |
| Fair Value Estimate |
$323.41 |
$355.11 |
| Upside to Fair Value |
+3.4%
|
-5.2%
|
| Market Cap |
$324.6B |
$305.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
27.4x
|
569.8x
|
| Price / Sales |
6.4x
|
26.6x
|
| Price / FCF |
38.7x
|
64.0x
|
| Revenue Growth YoY |
+21.1%
|
+34.4%
|
| Gross Margin |
35.4%
|
70.4%
|
| Operating Margin |
20.8%
|
6.1%
|
| Return on Equity |
49.0%
|
1.7%
|
| Dividend Yield |
0.53% |
0% |
| FCF Yield |
2.58%
|
1.56%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
GE Aerospace is a high-quality commercial and military propulsion company whose approximately 50,000 commercial-engine and 30,000 military-engine installed base, long-term service agreements, proprietary repair capabilities and certification barriers support recurring aftermarket economics. The business is executing strongly: revenue grew 21.1% year over year in the most recent quarter, while Q2 …
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 |
GE |
PANW |
| Zone Low |
$242.56 |
$266.33 |
| Zone High |
$274.90 |
$301.84 |
| In Buy Zone? |
No
|
No
|