MAR vs PANW: Which Is the Better Buy?
Side-by-side comparison of Marriott International, Inc. and Palo Alto Networks, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-22.
Marriott International, Inc. · Consumer Cyclical
$377.93
-13.8% upside to fair value
Grade D
VS
Palo Alto Networks, Inc. · Technology
$174.96
+15.2% upside to fair value
Grade B
High Quality
QuantHub Verdict
PANW has more upside to fair value
(+15.2%).
MAR trades at a lower forward P/E
(39.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MAR |
PANW |
| Current Price |
$377.93 |
$174.96 |
| Fair Value Estimate |
$325.87 |
$201.61 |
| Upside to Fair Value |
-13.8%
|
+15.2%
|
| Market Cap |
$100.2B |
$119.2B |
| Forward P/E |
39.0x
|
94.9x
|
| EV / EBITDA |
25.3x
|
52.4x
|
| Price / Sales |
3.8x
|
12.1x
|
| Price / FCF |
34.6x
|
29.3x
|
| Revenue Growth YoY |
+4.1%
|
+14.9%
|
| Gross Margin |
21.3%
|
73.5%
|
| Operating Margin |
15.8%
|
14.4%
|
| Return on Equity |
-79.9%
|
15.5%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.89%
|
3.41%
|
| Analyst Consensus |
Hold
|
Strong Buy
|
Investment Thesis
Marriott International, Inc. operates as the world's largest hospitality company with approximately 9,000 to 9,700 properties across 141 to 143 countries and territories, managing over 30 brands and the largest loyalty program with 203 to 248 million members. The company benefits from a durable competitive moat driven by scale, brand strength, and a growing asset-light credit card royalty busines…
Palo Alto Networks is a leading cybersecurity company specializing in AI-driven cloud security platforms, subscription services, and hardware products. The company benefits from a durable competitive moat driven by its platform transformation under CEO Nikesh Arora, with over 50% of revenue from high-margin subscription services growing at 25.6% year-over-year in fiscal 2024. Despite a premium va…
Accumulation Zones
| Metric |
MAR |
PANW |
| Zone Low |
$244.40 |
$151.21 |
| Zone High |
$276.99 |
$171.37 |
| In Buy Zone? |
No
|
No
|