NFLX vs PANW: Which Is the Better Buy?
Side-by-side comparison of Netflix, Inc. and Palo Alto Networks, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
Netflix, Inc. · Communication Services
$76.41
+44.0% upside to fair value
High Conviction
Grade A
High Quality
VS
Palo Alto Networks, Inc. · Technology
$374.74
-5.2% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
NFLX has more upside to fair value
(+44.0%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
NFLX |
PANW |
| Current Price |
$76.41 |
$374.74 |
| Fair Value Estimate |
$110.00 |
$355.11 |
| Upside to Fair Value |
+44.0%
|
-5.2%
|
| Market Cap |
$318.2B |
$305.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
10.6x
|
569.8x
|
| Price / Sales |
6.6x
|
26.6x
|
| Price / FCF |
29.1x
|
64.0x
|
| Revenue Growth YoY |
+13.4%
|
+34.4%
|
| Gross Margin |
49.1%
|
70.4%
|
| Operating Margin |
29.7%
|
6.1%
|
| Return on Equity |
48.0%
|
1.7%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.44%
|
1.56%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Netflix is a global subscription and advertising-supported entertainment platform with a high-quality brand, content engine, recommendation technology and distribution scale, evidenced by more than 97 billion viewing hours in the first half of 2026 and an audience approaching one billion people. Fundamentals remain strong: revenue grew 13.4% year over year in the most recent quarter, TTM gross, o…
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 |
NFLX |
PANW |
| Zone Low |
$82.50 |
$266.33 |
| Zone High |
$93.50 |
$301.84 |
| In Buy Zone? |
Yes
|
No
|