JPM vs PANW: Which Is the Better Buy?
Side-by-side comparison of JPMorgan Chase & Co. and Palo Alto Networks, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-14.
JPMorgan Chase & Co. · Financial Services
$334.53
+45.0% upside to fair value
Grade B
High Quality
VS
Palo Alto Networks, Inc. · Technology
$287.78
+2.9% upside to fair value
Grade B
High Quality
QuantHub Verdict
JPM has more upside to fair value
(+45.0%).
JPM trades at a lower forward P/E
(14.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
JPM |
PANW |
| Current Price |
$334.53 |
$287.78 |
| Fair Value Estimate |
$485.07 |
$296.19 |
| Upside to Fair Value |
+45.0%
|
+2.9%
|
| Market Cap |
$896.4B |
$196.1B |
| Forward P/E |
14.3x
|
248.9x
|
| EV / EBITDA |
12.4x
|
85.9x
|
| Price / Sales |
5.4x
|
18.5x
|
| Price / FCF |
6.4x
|
45.7x
|
| Revenue Growth YoY |
-168.4%
|
+31.1%
|
| Gross Margin |
78.6%
|
71.9%
|
| Operating Margin |
33.7%
|
9.6%
|
| Return on Equity |
17.8%
|
6.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
15.72%
|
2.19%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
JPMorgan Chase & Co. operates as a leading diversified bank within the financial services sector, demonstrating a high-quality business model characterized by a strong return on equity of 17.8% and robust profitability margins including a net margin of 38.9%. Despite a significant revenue decline of 168.4% year-over-year in the most recent quarter, earnings grew by 41.2%, reflecting operational e…
Palo Alto Networks is a leading cybersecurity company specializing in next-generation security platforms with a strong subscription and support revenue base comprising approximately 81% of total revenue. The company benefits from a wide and expanding competitive moat driven by its AI- and platform-driven cybersecurity solutions, led by a seasoned management team. Despite strong revenue growth of …
Accumulation Zones
| Metric |
JPM |
PANW |
| Zone Low |
$363.80 |
$222.14 |
| Zone High |
$412.31 |
$251.76 |
| In Buy Zone? |
Yes
|
No
|