KO vs PANW: Which Is the Better Buy?
Side-by-side comparison of The Coca-Cola Company and Palo Alto Networks, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-04.
The Coca-Cola Company · Consumer Defensive
$78.19
-7.8% upside to fair value
Grade D
High Quality
VS
Palo Alto Networks, Inc. · Technology
$174.41
+15.2% upside to fair value
Grade B
High Quality
QuantHub Verdict
PANW has more upside to fair value
(+15.2%).
KO trades at a lower forward P/E
(24.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
KO |
PANW |
| Current Price |
$78.19 |
$174.41 |
| Fair Value Estimate |
$72.12 |
$200.93 |
| Upside to Fair Value |
-7.8%
|
+15.2%
|
| Market Cap |
$336.5B |
$118.9B |
| Forward P/E |
24.6x
|
94.6x
|
| EV / EBITDA |
19.9x
|
52.3x
|
| Price / Sales |
6.8x
|
12.0x
|
| Price / FCF |
26.8x
|
29.2x
|
| Revenue Growth YoY |
+12.1%
|
+14.9%
|
| Gross Margin |
61.7%
|
73.5%
|
| Operating Margin |
29.3%
|
14.4%
|
| Return on Equity |
43.6%
|
15.5%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.73%
|
3.42%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
The Coca-Cola Company is a leading global beverage company specializing in non-alcoholic drinks with a diversified portfolio including sparkling soft drinks, juices, water, coffee, and energy beverages. The business quality is high due to its durable brand moat, consistent earnings growth, and strong operational efficiency, reflected in a 43.6% return on equity and 12.1% revenue growth in the mos…
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 |
KO |
PANW |
| Zone Low |
$54.09 |
$150.70 |
| Zone High |
$61.30 |
$170.79 |
| In Buy Zone? |
No
|
No
|