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 2026-06-20.
Oracle Corporation · Technology
$184.31
+14.0% upside to fair value
Grade C
High Quality
VS
Palo Alto Networks, Inc. · Technology
$287.78
+2.9% upside to fair value
Grade B
High Quality
QuantHub Verdict
ORCL has more upside to fair value
(+14.0%).
ORCL trades at a lower forward P/E
(31.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ORCL |
PANW |
| Current Price |
$184.31 |
$287.78 |
| Fair Value Estimate |
$210.13 |
$296.19 |
| Upside to Fair Value |
+14.0%
|
+2.9%
|
| Market Cap |
$530.1B |
$196.1B |
| Forward P/E |
31.0x
|
248.9x
|
| EV / EBITDA |
20.4x
|
85.9x
|
| Price / Sales |
7.9x
|
18.5x
|
| Price / FCF |
-22.4x
|
45.7x
|
| Revenue Growth YoY |
+20.6%
|
+31.1%
|
| Gross Margin |
65.8%
|
71.9%
|
| Operating Margin |
30.8%
|
9.6%
|
| Return on Equity |
50.4%
|
6.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
—
|
2.19%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Oracle Corporation is a leading enterprise software and cloud infrastructure provider with a durable competitive moat driven by its extensive software portfolio, strong cloud growth, and stable leadership. The company reported $57.4 billion in revenue for fiscal 2025, growing 8% year-over-year, with cloud services and license support growing 12%. Oracle's cloud infrastructure (OCI) is a key growt…
Palo Alto Networks is a leading cybersecurity company specializing in next-generation security platforms with a strong subscription and support revenue base comprising approximately 81% of total revenue. The company benefits from a wide and expanding competitive moat driven by its AI- and platform-driven cybersecurity solutions, led by a seasoned management team. Despite strong revenue growth of …
Accumulation Zones
| Metric |
ORCL |
PANW |
| Zone Low |
$157.60 |
$222.14 |
| Zone High |
$178.61 |
$251.76 |
| In Buy Zone? |
No
|
No
|