INTC vs PANW: Which Is the Better Buy?
Side-by-side comparison of Intel Corp. and Palo Alto Networks, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
Intel Corp. · Technology
$127.39
-8.4% upside to fair value
Low Conviction
Grade D
VS
Palo Alto Networks, Inc. · Technology
$374.74
-5.2% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
PANW has more upside to fair value
(-5.2%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
INTC |
PANW |
| Current Price |
$127.39 |
$374.74 |
| Fair Value Estimate |
$116.75 |
$355.11 |
| Upside to Fair Value |
-8.4%
|
-5.2%
|
| Market Cap |
$642.6B |
$305.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
185.2x
|
569.8x
|
| Price / Sales |
11.3x
|
26.6x
|
| Price / FCF |
229.7x
|
64.0x
|
| Revenue Growth YoY |
+25.4%
|
+34.4%
|
| Gross Margin |
38.9%
|
70.4%
|
| Operating Margin |
0.1%
|
6.1%
|
| Return on Equity |
-10.8%
|
1.7%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.44%
|
1.56%
|
| Analyst Consensus |
Hold
|
Strong Buy
|
Investment Thesis
Intel designs and manufactures CPUs, GPUs, networking silicon, and edge and data-center products across its Client Computing, Data Center and AI, and Intel Foundry segments, employing roughly 85,100 people under CEO Lip-Bu Tan. The business quality is currently low: TTM gross margin is 38.9%, TTM operating margin is 0.1%, TTM net margin is -19.8%, and ROE is -10.8%, so the company is not earning …
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 |
INTC |
PANW |
| Zone Low |
$87.56 |
$266.33 |
| Zone High |
$99.24 |
$301.84 |
| In Buy Zone? |
No
|
No
|