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 2026-05-07.
Marriott International, Inc. · Consumer Cyclical
$359.06
-45.0% upside to fair value
Grade D
VS
Palo Alto Networks, Inc. · Technology
$174.41
-0.1% upside to fair value
Grade B
High Quality
QuantHub Verdict
PANW has more upside to fair value
(-0.1%).
MAR trades at a lower forward P/E
(37.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MAR |
PANW |
| Current Price |
$359.06 |
$174.41 |
| Fair Value Estimate |
$197.48 |
$174.18 |
| Upside to Fair Value |
-45.0%
|
-0.1%
|
| Market Cap |
$95.2B |
$118.9B |
| Forward P/E |
37.7x
|
94.6x
|
| EV / EBITDA |
29.5x
|
52.3x
|
| Price / Sales |
4.4x
|
12.0x
|
| Price / FCF |
29.3x
|
29.2x
|
| Revenue Growth YoY |
-71.1%
|
+14.9%
|
| Gross Margin |
6.0%
|
73.5%
|
| Operating Margin |
19.6%
|
14.4%
|
| Return on Equity |
-78.5%
|
15.5%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.41%
|
3.42%
|
| Analyst Consensus |
Hold
|
Strong Buy
|
Investment Thesis
Marriott International operates a global fee-driven, asset-light hotel business with a portfolio of over 30 brands and a strong competitive position in the travel lodging industry. The company benefits from a durable competitive moat supported by its brand strength, extensive network, and recurring franchise and management fees. However, recent financials show significant headwinds with a 71.1% y…
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 |
MAR |
PANW |
| Zone Low |
$148.11 |
$130.63 |
| Zone High |
$167.86 |
$148.05 |
| In Buy Zone? |
No
|
No
|