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 2026-05-21.
NVIDIA Corporation · Technology
$219.76
+45.0% upside to fair value
Grade B
High Quality
VS
Palo Alto Networks, Inc. · Technology
$174.41
-0.1% upside to fair value
Grade B
High Quality
QuantHub Verdict
NVDA has more upside to fair value
(+45.0%).
NVDA trades at a lower forward P/E
(33.4x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
NVDA |
PANW |
| Current Price |
$219.76 |
$174.41 |
| Fair Value Estimate |
$318.65 |
$174.18 |
| Upside to Fair Value |
+45.0%
|
-0.1%
|
| Market Cap |
$5,322.7B |
$118.9B |
| Forward P/E |
33.4x
|
94.6x
|
| EV / EBITDA |
27.6x
|
52.3x
|
| Price / Sales |
21.0x
|
12.0x
|
| Price / FCF |
44.7x
|
29.2x
|
| Revenue Growth YoY |
+85.2%
|
+14.9%
|
| Gross Margin |
74.1%
|
73.5%
|
| Operating Margin |
64.0%
|
14.4%
|
| Return on Equity |
111.7%
|
15.5%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.24%
|
3.42%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
NVIDIA Corporation is a leading technology company specializing in semiconductors, primarily known for its GPUs and AI accelerators that power gaming, data center, and professional visualization markets. The company benefits from a durable competitive moat driven by its founder-led management, strong insider alignment, and dominant market share in AI data center chips. NVIDIA's business quality i…
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 |
NVDA |
PANW |
| Zone Low |
$238.99 |
$130.63 |
| Zone High |
$270.85 |
$148.05 |
| In Buy Zone? |
Yes
|
No
|