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 2026-05-07.
Palo Alto Networks, Inc. · Technology
$174.41
-0.1% upside to fair value
Grade B
High Quality
VS
Palantir Technologies Inc. · Technology
$133.79
-41.7% upside to fair value
Grade C
High Quality
QuantHub Verdict
PANW has more upside to fair value
(-0.1%).
PANW trades at a lower forward P/E
(94.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
PANW |
PLTR |
| Current Price |
$174.41 |
$133.79 |
| Fair Value Estimate |
$174.18 |
$78.04 |
| Upside to Fair Value |
-0.1%
|
-41.7%
|
| Market Cap |
$118.9B |
$306.6B |
| Forward P/E |
94.6x
|
140.4x
|
| EV / EBITDA |
52.3x
|
151.4x
|
| Price / Sales |
12.0x
|
58.7x
|
| Price / FCF |
29.2x
|
114.0x
|
| Revenue Growth YoY |
+14.9%
|
+84.7%
|
| Gross Margin |
73.5%
|
84.1%
|
| Operating Margin |
14.4%
|
38.1%
|
| Return on Equity |
15.5%
|
32.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.42%
|
0.88%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
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…
Palantir Technologies Inc. is a high-growth enterprise software company specializing in data analytics and intelligence platforms for government and commercial clients. The company benefits from a durable competitive moat through its established government contracts, proprietary platforms Gotham and Foundry, and expanding commercial footprint. Palantir's revenue grew 84.7% year-over-year in the m…
Accumulation Zones
| Metric |
PANW |
PLTR |
| Zone Low |
$130.63 |
$58.53 |
| Zone High |
$148.05 |
$66.33 |
| In Buy Zone? |
No
|
No
|