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 2026-09-26.
Intuit Inc. · Technology
$277.13
+25.3% upside to fair value
Med Conviction
Grade B
High Quality
VS
Palo Alto Networks, Inc. · Technology
$374.74
-5.2% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
INTU has more upside to fair value
(+25.3%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
INTU |
PANW |
| Current Price |
$277.13 |
$374.74 |
| Fair Value Estimate |
$347.25 |
$355.11 |
| Upside to Fair Value |
+25.3%
|
-5.2%
|
| Market Cap |
$75.8B |
$305.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
11.0x
|
569.8x
|
| Price / Sales |
3.5x
|
26.6x
|
| Price / FCF |
8.8x
|
64.0x
|
| Revenue Growth YoY |
+13.7%
|
+34.4%
|
| Gross Margin |
80.9%
|
70.4%
|
| Operating Margin |
28.8%
|
6.1%
|
| Return on Equity |
23.4%
|
1.7%
|
| Dividend Yield |
1.73% |
0% |
| FCF Yield |
11.43%
|
1.56%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Intuit is a financial management software platform serving small and mid-market businesses through QuickBooks, consumers through TurboTax, and consumers through Credit Karma, with a professional tax segment in Lacerte, ProSeries and ProConnect. The business quality is high on fundamentals: TTM gross margin of 80.9%, TTM operating margin of 28.8%, TTM net margin of 21.3%, ROE of 23.4%, and free ca…
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 |
INTU |
PANW |
| Zone Low |
$260.44 |
$266.33 |
| Zone High |
$295.16 |
$301.84 |
| In Buy Zone? |
Yes
|
No
|