INTU vs PANW: Which Is the Better Buy?
Side-by-side comparison of Intuit Inc. and Palo Alto Networks, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-24.
Intuit Inc. · Technology
$396.57
+45.0% upside to fair value
High Conviction
Grade A-
VS
Palo Alto Networks, Inc. · Technology
$174.41
-0.1% upside to fair value
Grade B
High Quality
QuantHub Verdict
INTU has more upside to fair value
(+45.0%).
INTU trades at a lower forward P/E
(19.5x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
INTU |
PANW |
| Current Price |
$396.57 |
$174.41 |
| Fair Value Estimate |
$575.03 |
$174.18 |
| Upside to Fair Value |
+45.0%
|
-0.1%
|
| Market Cap |
$110.4B |
$118.9B |
| Forward P/E |
19.5x
|
94.6x
|
| EV / EBITDA |
19.0x
|
52.3x
|
| Price / Sales |
5.9x
|
12.0x
|
| Price / FCF |
18.1x
|
29.2x
|
| Revenue Growth YoY |
+15.6%
|
+14.9%
|
| Gross Margin |
80.8%
|
73.5%
|
| Operating Margin |
26.1%
|
14.4%
|
| Return on Equity |
19.6%
|
15.5%
|
| Dividend Yield |
1.17% |
0% |
| FCF Yield |
5.51%
|
3.42%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Intuit is a near-monopoly financial operating system for 60+ million American households and small businesses. TurboTax handles 40%+ of US e-filed returns; QuickBooks is so deeply embedded in SMB workflows it has become the default accounting standard. The stock has fallen 51% from its 2025 high as markets price in AI disruption that has not materialized at scale and may not, since tax complexity…
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 |
INTU |
PANW |
| Zone Low |
$431.27 |
$130.63 |
| Zone High |
$488.78 |
$148.05 |
| In Buy Zone? |
Yes
|
No
|