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 2026-09-26.
JPMorgan Chase & Co. · Financial Services
$350.13
+26.9% upside to fair value
Med Conviction
Grade A-
High Quality
VS
Palo Alto Networks, Inc. · Technology
$374.74
-5.2% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
JPM has more upside to fair value
(+26.9%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
JPM |
PANW |
| Current Price |
$350.13 |
$374.74 |
| Fair Value Estimate |
$444.48 |
$355.11 |
| Upside to Fair Value |
+26.9%
|
-5.2%
|
| Market Cap |
$938.2B |
$305.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
20.0x
|
569.8x
|
| Price / Sales |
3.1x
|
26.6x
|
| Price / FCF |
—
|
64.0x
|
| Revenue Growth YoY |
+17.9%
|
+34.4%
|
| Gross Margin |
62.6%
|
70.4%
|
| Operating Margin |
28.2%
|
6.1%
|
| Return on Equity |
17.8%
|
1.7%
|
| Dividend Yield |
1.71% |
0% |
| FCF Yield |
—
|
1.56%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
JPMorgan Chase is a diversified global bank spanning consumer banking, cards, payments, commercial banking, investment banking, markets, treasury services, and asset and wealth management, with an unusually high-quality franchise supported by funding scale, distribution, leading market positions and cross-selling across 86.6 million U.S. consumers and more than 90% of Fortune 500 companies. Busin…
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 |
JPM |
PANW |
| Zone Low |
$333.36 |
$266.33 |
| Zone High |
$377.81 |
$301.84 |
| In Buy Zone? |
Yes
|
No
|