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 2026-06-20.
The Coca-Cola Company · Consumer Defensive
$79.39
-9.9% upside to fair value
Grade D
High Quality
VS
Palo Alto Networks, Inc. · Technology
$287.78
+2.9% upside to fair value
Grade B
High Quality
QuantHub Verdict
PANW has more upside to fair value
(+2.9%).
KO trades at a lower forward P/E
(24.9x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
KO |
PANW |
| Current Price |
$79.39 |
$287.78 |
| Fair Value Estimate |
$71.54 |
$296.19 |
| Upside to Fair Value |
-9.9%
|
+2.9%
|
| Market Cap |
$341.6B |
$196.1B |
| Forward P/E |
24.9x
|
248.9x
|
| EV / EBITDA |
19.5x
|
85.9x
|
| Price / Sales |
6.9x
|
18.5x
|
| Price / FCF |
27.2x
|
45.7x
|
| Revenue Growth YoY |
+12.1%
|
+31.1%
|
| Gross Margin |
61.7%
|
71.9%
|
| Operating Margin |
29.3%
|
9.6%
|
| Return on Equity |
43.6%
|
6.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.68%
|
2.19%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
The Coca-Cola Company is a leading global branded beverages company with a very wide moat in sparkling soft drinks and non-alcoholic ready-to-drink beverages. It benefits from strong pricing power, stable margins, and high recurring cash flow, supported by a seasoned management team with deep company tenure. Despite solid recent growth with revenue up 12.1% and earnings up 17.8% in the most recen…
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 |
KO |
PANW |
| Zone Low |
$53.66 |
$222.14 |
| Zone High |
$60.81 |
$251.76 |
| In Buy Zone? |
No
|
No
|