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 2026-09-26.
Oracle Corporation · Technology
$149.12
+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
ORCL has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ORCL |
PANW |
| Current Price |
$149.12 |
$374.74 |
| Fair Value Estimate |
$216.22 |
$355.11 |
| Upside to Fair Value |
+45.0%
|
-5.2%
|
| Market Cap |
$429.5B |
$305.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
14.6x
|
569.8x
|
| Price / Sales |
6.0x
|
26.6x
|
| Price / FCF |
—
|
64.0x
|
| Revenue Growth YoY |
+29.6%
|
+34.4%
|
| Gross Margin |
63.9%
|
70.4%
|
| Operating Margin |
32.4%
|
6.1%
|
| Return on Equity |
42.6%
|
1.7%
|
| Dividend Yield |
1.34% |
0% |
| FCF Yield |
—
|
1.56%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Oracle is a global enterprise software and cloud infrastructure provider whose portfolio spans the Oracle Database, Java, Fusion Cloud SaaS applications (ERP, EPM, SCM, HCM), NetSuite, and Oracle Cloud Infrastructure, sold through a direct sales force to businesses, governments, and educational institutions worldwide. The business quality is high on fundamentals: trailing-twelve-month gross margi…
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 |
ORCL |
PANW |
| Zone Low |
$162.16 |
$266.33 |
| Zone High |
$183.79 |
$301.84 |
| In Buy Zone? |
Yes
|
No
|