ORCL vs PANW: Which Is the Better Buy?
Side-by-side comparison of Oracle Corporation and Palo Alto Networks, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-22.
Oracle Corporation · Technology
$175.08
+137.3% upside to fair value
Grade C
High Quality
VS
Palo Alto Networks, Inc. · Technology
$174.96
+15.2% upside to fair value
Grade B
High Quality
QuantHub Verdict
ORCL has more upside to fair value
(+137.3%).
ORCL trades at a lower forward P/E
(30.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ORCL |
PANW |
| Current Price |
$175.08 |
$174.96 |
| Fair Value Estimate |
$415.43 |
$201.61 |
| Upside to Fair Value |
+137.3%
|
+15.2%
|
| Market Cap |
$503.5B |
$119.2B |
| Forward P/E |
30.8x
|
94.9x
|
| EV / EBITDA |
21.4x
|
52.4x
|
| Price / Sales |
7.9x
|
12.1x
|
| Price / FCF |
-20.4x
|
29.3x
|
| Revenue Growth YoY |
+21.7%
|
+14.9%
|
| Gross Margin |
66.4%
|
73.5%
|
| Operating Margin |
30.8%
|
14.4%
|
| Return on Equity |
57.4%
|
15.5%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
—
|
3.41%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Oracle Corporation is a leading enterprise software and cloud infrastructure provider with a strong legacy in database technology and a growing cloud business. The company benefits from a durable competitive moat supported by high insider ownership, experienced leadership, and a history of strategic acquisitions. Oracle's recent financials show robust revenue growth of 21.7% and earnings growth o…
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 |
ORCL |
PANW |
| Zone Low |
$311.57 |
$151.21 |
| Zone High |
$353.12 |
$171.37 |
| In Buy Zone? |
Yes
|
No
|