GEV vs PANW: Which Is the Better Buy?
Side-by-side comparison of GE Vernova Inc. and Palo Alto Networks, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
GE Vernova Inc. · Industrials
$951.82
+35.4% 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
GEV has more upside to fair value
(+35.4%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
GEV |
PANW |
| Current Price |
$951.82 |
$374.74 |
| Fair Value Estimate |
$1,288.67 |
$355.11 |
| Upside to Fair Value |
+35.4%
|
-5.2%
|
| Market Cap |
$253.5B |
$305.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
28.2x
|
569.8x
|
| Price / Sales |
6.1x
|
26.6x
|
| Price / FCF |
20.5x
|
64.0x
|
| Revenue Growth YoY |
+21.9%
|
+34.4%
|
| Gross Margin |
20.2%
|
70.4%
|
| Operating Margin |
4.4%
|
6.1%
|
| Return on Equity |
83.4%
|
1.7%
|
| Dividend Yield |
0.18% |
0% |
| FCF Yield |
4.88%
|
1.56%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
GE Vernova is an energy equipment and infrastructure enterprise spanning Power (gas, nuclear, hydro, steam), Wind (offshore and onshore turbines), and Electrification (grid, power conversion, solar and storage), with 78,000 employees and a Cambridge, Massachusetts headquarters. The business quality is high on the strength of an installed base that generates roughly 25% of the world's electricity,…
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 |
GEV |
PANW |
| Zone Low |
$966.50 |
$266.33 |
| Zone High |
$1,095.37 |
$301.84 |
| In Buy Zone? |
Yes
|
No
|