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 2026-04-22.
NVIDIA Corporation · Technology
$182.08
+59.3% upside to fair value
High Conviction
Grade A-
VS
Palo Alto Networks, Inc. · Technology
$174.96
+15.2% upside to fair value
Grade B
High Quality
QuantHub Verdict
NVDA has more upside to fair value
(+59.3%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
NVDA |
PANW |
| Current Price |
$182.08 |
$174.96 |
| Fair Value Estimate |
$290.00 |
$201.61 |
| Upside to Fair Value |
+59.3%
|
+15.2%
|
| Market Cap |
$4,425.5B |
$119.2B |
| Forward P/E |
—
|
94.9x
|
| EV / EBITDA |
31.4x
|
52.4x
|
| Price / Sales |
21.0x
|
12.1x
|
| Price / FCF |
46.9x
|
29.3x
|
| Revenue Growth YoY |
+65.5%
|
+14.9%
|
| Gross Margin |
71.1%
|
73.5%
|
| Operating Margin |
60.4%
|
14.4%
|
| Return on Equity |
76.3%
|
15.5%
|
| Dividend Yield |
0.02% |
0% |
| FCF Yield |
2.13%
|
3.41%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
NVIDIA is the foundational infrastructure layer of the AI era. Data Center revenue reached $193.7B in FY2026, up 66% YoY, powered by insatiable demand for Blackwell B200 GPUs across hyperscalers and sovereign AI programs. The company generates $96.7B in annual free cash flow with 71% gross margins and 56% net margins, making it the most profitable semiconductor business in history. At P/E 37.7x v…
Palo Alto Networks is a leading cybersecurity company specializing in AI-driven cloud security platforms, subscription services, and hardware products. The company benefits from a durable competitive moat driven by its platform transformation under CEO Nikesh Arora, with over 50% of revenue from high-margin subscription services growing at 25.6% year-over-year in fiscal 2024. Despite a premium va…
Accumulation Zones
| Metric |
NVDA |
PANW |
| Zone Low |
$218.00 |
$151.21 |
| Zone High |
$250.00 |
$171.37 |
| In Buy Zone? |
Yes
|
No
|