GOOGL 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 2026-04-24.
Alphabet Inc. · Communication Services
$341.68
-4.2% upside to fair value
Grade C
High Quality
VS
Palo Alto Networks, Inc. · Technology
$174.41
-0.1% upside to fair value
Grade B
High Quality
QuantHub Verdict
PANW has more upside to fair value
(-0.1%).
GOOGL trades at a lower forward P/E
(31.2x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
GOOGL |
PANW |
| Current Price |
$341.68 |
$174.41 |
| Fair Value Estimate |
$327.32 |
$174.18 |
| Upside to Fair Value |
-4.2%
|
-0.1%
|
| Market Cap |
$4,133.3B |
$118.9B |
| Forward P/E |
31.2x
|
94.6x
|
| EV / EBITDA |
23.1x
|
52.3x
|
| Price / Sales |
10.3x
|
12.0x
|
| Price / FCF |
56.4x
|
29.2x
|
| Revenue Growth YoY |
+18.1%
|
+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%
|
3.42%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Alphabet Inc. operates as a global leader in internet content and information services, primarily through its dominant Google Services segment, Google Cloud, and Other Bets. The company benefits from a durable competitive moat driven by its dominant market shares in search, browser, and mobile OS, as well as significant infrastructure advantages in AI and cloud computing. Despite trading at a ver…
Palo Alto Networks, Inc. is a leading global cybersecurity company specializing in AI-driven security platforms with a strong recurring revenue base exceeding 80% of total revenue. The company benefits from a high gross margin of 73.5% and solid profitability with a net margin of 13.0%, supported by accelerating revenue growth of 14.9% and earnings growth of 61.6% in the most recent quarter. Unde…
Accumulation Zones
| Metric |
GOOGL |
PANW |
| Zone Low |
$245.49 |
$130.63 |
| Zone High |
$278.22 |
$148.05 |
| In Buy Zone? |
No
|
No
|