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 2026-07-25.
GE Vernova Inc. · Industrials
$1,014.75
-16.2% upside to fair value
Med Conviction
Grade C+
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%).
GEV trades at a lower forward P/E
(34.3x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
GEV |
PANW |
| Current Price |
$1,014.75 |
$287.78 |
| Fair Value Estimate |
$850.00 |
$296.19 |
| Upside to Fair Value |
-16.2%
|
+2.9%
|
| Market Cap |
$270.3B |
$196.1B |
| Forward P/E |
34.3x
|
248.9x
|
| EV / EBITDA |
25.6x
|
85.9x
|
| Price / Sales |
6.6x
|
18.5x
|
| Price / FCF |
22.0x
|
45.7x
|
| Revenue Growth YoY |
+15.0%
|
+31.1%
|
| Gross Margin |
21.3%
|
71.9%
|
| Operating Margin |
5.9%
|
9.6%
|
| Return on Equity |
30.0%
|
6.3%
|
| Dividend Yield |
0.17% |
0% |
| FCF Yield |
4.5%
|
2.19%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
GE Vernova is the premier pure-play on the electricity side of the AI infrastructure supercycle. Its Power (heavy-duty gas turbines) and Electrification (grid equipment) segments are structurally supply-constrained, backed by a record $176B backlog that management says is 'mostly sold out through 2030.' The company raised FY2026 guidance for a second straight quarter to $45.5-46.5B revenue and $1…
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 |
GEV |
PANW |
| Zone Low |
$640.00 |
$222.14 |
| Zone High |
$723.00 |
$251.76 |
| In Buy Zone? |
No
|
No
|