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 2026-07-20.
Marriott International, Inc. · Consumer Cyclical
$366.24
-3.4% upside to fair value
Med Conviction
Grade C
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%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
MAR |
PANW |
| Current Price |
$366.24 |
$287.78 |
| Fair Value Estimate |
$353.64 |
$296.19 |
| Upside to Fair Value |
-3.4%
|
+2.9%
|
| Market Cap |
$96.6B |
$196.1B |
| Forward P/E |
—
|
248.9x
|
| EV / EBITDA |
23.8x
|
85.9x
|
| Price / Sales |
3.7x
|
18.5x
|
| Price / FCF |
31.6x
|
45.7x
|
| Revenue Growth YoY |
+6.2%
|
+31.1%
|
| Gross Margin |
21.4%
|
71.9%
|
| Operating Margin |
16.0%
|
9.6%
|
| Return on Equity |
-74.1%
|
6.3%
|
| Dividend Yield |
0.75% |
0% |
| FCF Yield |
3.17%
|
2.19%
|
| Analyst Consensus |
Hold
|
Strong Buy
|
Investment Thesis
Marriott International is a global asset-light hotel franchisor, manager and licensor whose high-quality brands, nearly 283 million Bonvoy members, more than 9,900 properties across 146 countries and record 4,107-property development pipeline create meaningful network, distribution and brand advantages. Q1 2026 demonstrated resilient underlying fee economics: adjusted revenue excluding cost-reimb…
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 |
MAR |
PANW |
| Zone Low |
$265.23 |
$222.14 |
| Zone High |
$300.59 |
$251.76 |
| In Buy Zone? |
No
|
No
|