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 2026-07-16.
GE Aerospace · Industrials
$360.35
-25.9% upside to fair value
Grade D
High Quality
VS
Palo Alto Networks, Inc. · Technology
$287.78
+2.9% upside to fair value
Grade B
High Quality
QuantHub Verdict
PANW has more upside to fair value
(+2.9%).
GE trades at a lower forward P/E
(42.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
GE |
PANW |
| Current Price |
$360.35 |
$287.78 |
| Fair Value Estimate |
$267.03 |
$296.19 |
| Upside to Fair Value |
-25.9%
|
+2.9%
|
| Market Cap |
$376.5B |
$196.1B |
| Forward P/E |
42.3x
|
248.9x
|
| EV / EBITDA |
33.4x
|
85.9x
|
| Price / Sales |
7.8x
|
18.5x
|
| Price / FCF |
50.5x
|
45.7x
|
| Revenue Growth YoY |
+21.1%
|
+31.1%
|
| Gross Margin |
36.1%
|
71.9%
|
| Operating Margin |
21.0%
|
9.6%
|
| Return on Equity |
46.2%
|
6.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.98%
|
2.19%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
GE Aerospace operates in the Industrials sector within the Aerospace & Defense industry, delivering high-quality aerospace products and services. The business demonstrates strong fundamentals with a high return on equity of 46.2%, robust revenue growth of 21.1% in the most recent quarter, and solid earnings growth of 16.9% in the same period. Margins are healthy, with a gross margin of 36.1%, ope…
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 |
GE |
PANW |
| Zone Low |
$200.27 |
$222.14 |
| Zone High |
$226.98 |
$251.76 |
| In Buy Zone? |
No
|
No
|