PANW vs PLTR: Which Is the Better Buy?
Side-by-side comparison of Palo Alto Networks, Inc. and Palantir Technologies Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-22.
Palo Alto Networks, Inc. · Technology
$174.96
+15.2% upside to fair value
Grade B
High Quality
VS
Palantir Technologies Inc. · Technology
$142.76
-24.3% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
PANW has more upside to fair value
(+15.2%).
PANW trades at a lower forward P/E
(94.9x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
PANW |
PLTR |
| Current Price |
$174.96 |
$142.76 |
| Fair Value Estimate |
$201.61 |
$108.00 |
| Upside to Fair Value |
+15.2%
|
-24.3%
|
| Market Cap |
$119.2B |
$327.1B |
| Forward P/E |
94.9x
|
209.7x
|
| EV / EBITDA |
52.4x
|
—
|
| Price / Sales |
12.1x
|
73.1x
|
| Price / FCF |
29.3x
|
155.7x
|
| Revenue Growth YoY |
+14.9%
|
+19.1%
|
| Gross Margin |
73.5%
|
82.4%
|
| Operating Margin |
14.4%
|
31.6%
|
| Return on Equity |
15.5%
|
25.7%
|
| Dividend Yield |
0% |
— |
| FCF Yield |
3.41%
|
0.6%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
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…
Palantir Technologies develops data analytics and AI software platforms like Gotham and Foundry for government and commercial clients. The business excels with high margins (gross 82.4%, net 36.3%), accelerating growth (Q4 FY2025 revenue up 70% YoY to $1.41B, 2026 guidance $7.19B implying 61% growth), and strong moats in defense and enterprise AI, but trades expensively at 73x P/S versus 5-year m…
Accumulation Zones
| Metric |
PANW |
PLTR |
| Zone Low |
$151.21 |
$81.00 |
| Zone High |
$171.37 |
$92.00 |
| In Buy Zone? |
No
|
No
|