NVDA vs PANW: Which Is the Better Buy?
Side-by-side comparison of NVIDIA Corporation and Palo Alto Networks, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
NVIDIA Corporation · Technology
$225.07
+45.0% upside to fair value
Med Conviction
Grade B
High Quality
VS
Palo Alto Networks, Inc. · Technology
$374.74
-5.2% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
NVDA has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
NVDA |
PANW |
| Current Price |
$225.07 |
$374.74 |
| Fair Value Estimate |
$326.35 |
$355.11 |
| Upside to Fair Value |
+45.0%
|
-5.2%
|
| Market Cap |
$5,451.4B |
$305.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
23.4x
|
569.8x
|
| Price / Sales |
18.0x
|
26.6x
|
| Price / FCF |
42.9x
|
64.0x
|
| Revenue Growth YoY |
+105.9%
|
+34.4%
|
| Gross Margin |
74.7%
|
70.4%
|
| Operating Margin |
65.2%
|
6.1%
|
| Return on Equity |
110.1%
|
1.7%
|
| Dividend Yield |
0.23% |
0% |
| FCF Yield |
2.33%
|
1.56%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
NVIDIA designs the accelerated computing platforms at the center of the AI buildout, spanning data center GPUs, Mellanox networking, AI enterprise software, gaming GeForce GPUs, professional visualization, and automotive platforms, with 42,000 employees and a $5.45 trillion market capitalization. Business quality is exceptional on the fundamentals: TTM gross margin of 74.7%, TTM operating margin …
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 |
NVDA |
PANW |
| Zone Low |
$244.76 |
$266.33 |
| Zone High |
$277.40 |
$301.84 |
| In Buy Zone? |
Yes
|
No
|