GOOG vs PANW: Which Is the Better Buy?
Side-by-side comparison of Alphabet Inc. and Palo Alto Networks, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-22.
Alphabet Inc. · Communication Services
$339.40
-4.4% 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%).
GOOG trades at a lower forward P/E
(31.2x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
GOOG |
PANW |
| Current Price |
$339.40 |
$174.96 |
| Fair Value Estimate |
$324.34 |
$201.61 |
| Upside to Fair Value |
-4.4%
|
+15.2%
|
| Market Cap |
$4,105.7B |
$119.2B |
| Forward P/E |
31.2x
|
94.9x
|
| EV / EBITDA |
23.1x
|
52.4x
|
| Price / Sales |
10.3x
|
12.1x
|
| Price / FCF |
56.4x
|
29.3x
|
| Revenue Growth YoY |
+11.3%
|
+14.9%
|
| Gross Margin |
59.7%
|
73.5%
|
| Operating Margin |
32.0%
|
14.4%
|
| Return on Equity |
35.0%
|
15.5%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.77%
|
3.41%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Alphabet Inc. operates as a global leader in internet content, advertising, cloud computing, and AI technologies, with dominant market positions in search, browser, and mobile operating systems. The company benefits from a high-quality business model characterized by a durable competitive moat, strong revenue growth of 11.3% year-over-year, and robust profitability with net margins of 32.8%. Desp…
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 |
GOOG |
PANW |
| Zone Low |
$243.25 |
$151.21 |
| Zone High |
$275.69 |
$171.37 |
| In Buy Zone? |
No
|
No
|