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 2026-09-26.
Marriott International, Inc. · Consumer Cyclical
$334.97
+20.6% upside to fair value
Med Conviction
Grade C
VS
Palo Alto Networks, Inc. · Technology
$374.74
-5.2% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
MAR has more upside to fair value
(+20.6%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
MAR |
PANW |
| Current Price |
$334.97 |
$374.74 |
| Fair Value Estimate |
$403.81 |
$355.11 |
| Upside to Fair Value |
+20.6%
|
-5.2%
|
| Market Cap |
$87.3B |
$305.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
22.2x
|
569.8x
|
| Price / Sales |
3.2x
|
26.6x
|
| Price / FCF |
28.7x
|
64.0x
|
| Revenue Growth YoY |
+4.8%
|
+34.4%
|
| Gross Margin |
20.2%
|
70.4%
|
| Operating Margin |
15.8%
|
6.1%
|
| Return on Equity |
-66.7%
|
1.7%
|
| Dividend Yield |
0.84% |
0% |
| FCF Yield |
3.48%
|
1.56%
|
| Analyst Consensus |
Hold
|
Strong Buy
|
Investment Thesis
Marriott International is a global asset-light hotel franchisor and manager whose 10,082-property, 1.814 million-room system, 629,000-room development pipeline, broad brands, and more than 295 million Bonvoy members support durable fee-led economics. Business quality is tempered by cyclicality, competitive owner incentives, and $16.915 billion of debt, while reported ROE is negative 66.7%. In the…
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 |
MAR |
PANW |
| Zone Low |
$302.86 |
$266.33 |
| Zone High |
$343.24 |
$301.84 |
| In Buy Zone? |
Yes
|
No
|