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 2026-05-04.
Netflix, Inc. · Communication Services
$91.02
+95.7% upside to fair value
Grade B
High Quality
VS
Palo Alto Networks, Inc. · Technology
$174.41
+15.2% upside to fair value
Grade B
High Quality
QuantHub Verdict
NFLX has more upside to fair value
(+95.7%).
NFLX trades at a lower forward P/E
(28.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
NFLX |
PANW |
| Current Price |
$91.02 |
$174.41 |
| Fair Value Estimate |
$178.10 |
$200.93 |
| Upside to Fair Value |
+95.7%
|
+15.2%
|
| Market Cap |
$383.3B |
$118.9B |
| Forward P/E |
28.7x
|
94.6x
|
| EV / EBITDA |
11.4x
|
52.3x
|
| Price / Sales |
8.2x
|
12.0x
|
| Price / FCF |
32.2x
|
29.2x
|
| Revenue Growth YoY |
+16.2%
|
+14.9%
|
| Gross Margin |
49.0%
|
73.5%
|
| Operating Margin |
29.7%
|
14.4%
|
| Return on Equity |
49.2%
|
15.5%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.1%
|
3.42%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Netflix, Inc. operates a leading global streaming entertainment service with a dominant streaming segment accounting for nearly 100% of its revenue. The company benefits from a high-quality business model characterized by strong revenue growth of 16.2% and earnings growth of 82.8% in the most recent quarter, a robust 49.2% return on equity, and healthy margins with a 29.7% operating margin and 28…
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 |
NFLX |
PANW |
| Zone Low |
$133.57 |
$150.70 |
| Zone High |
$151.38 |
$170.79 |
| In Buy Zone? |
Yes
|
No
|