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 2026-04-22.
Intuit Inc. · Technology
$396.57
+37.7% upside to fair value
High Conviction
Grade A-
VS
Palo Alto Networks, Inc. · Technology
$174.96
+15.2% upside to fair value
Grade B
High Quality
QuantHub Verdict
INTU has more upside to fair value
(+37.7%).
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 |
$174.96 |
| Fair Value Estimate |
$546.00 |
$201.61 |
| Upside to Fair Value |
+37.7%
|
+15.2%
|
| Market Cap |
$110.4B |
$119.2B |
| Forward P/E |
19.5x
|
94.9x
|
| EV / EBITDA |
19.0x
|
52.4x
|
| Price / Sales |
5.9x
|
12.1x
|
| Price / FCF |
18.1x
|
29.3x
|
| 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%
|
3.41%
|
| 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 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 |
INTU |
PANW |
| Zone Low |
$410.00 |
$151.21 |
| Zone High |
$464.00 |
$171.37 |
| In Buy Zone? |
Yes
|
No
|