PANW vs SLB: Which Is the Better Buy?
Side-by-side comparison of Palo Alto Networks, Inc. and SLB N.V. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-06-20.
Palo Alto Networks, Inc. · Technology
$287.78
+2.9% upside to fair value
Grade B
High Quality
VS
SLB N.V. · Energy
$48.09
-33.4% upside to fair value
Grade C
QuantHub Verdict
PANW has more upside to fair value
(+2.9%).
SLB trades at a lower forward P/E
(21.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
PANW |
SLB |
| Current Price |
$287.78 |
$48.09 |
| Fair Value Estimate |
$296.19 |
$32.01 |
| Upside to Fair Value |
+2.9%
|
-33.4%
|
| Market Cap |
$196.1B |
$71.9B |
| Forward P/E |
248.9x
|
21.8x
|
| EV / EBITDA |
85.9x
|
10.9x
|
| Price / Sales |
18.5x
|
2.0x
|
| Price / FCF |
45.7x
|
15.4x
|
| Revenue Growth YoY |
+31.1%
|
+2.7%
|
| Gross Margin |
71.9%
|
17.3%
|
| Operating Margin |
9.6%
|
14.4%
|
| Return on Equity |
6.3%
|
13.5%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.19%
|
6.51%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
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 …
SLB N.V. is a global leader in oilfield services, specializing in well construction, production systems, reservoir performance, and digital solutions. The company benefits from a durable competitive moat anchored in technology, integrated service breadth, and global infrastructure, with a management team that has long tenure and deep industry experience. Despite solid free cash flow generation of…
Accumulation Zones
| Metric |
PANW |
SLB |
| Zone Low |
$222.14 |
$24.01 |
| Zone High |
$251.76 |
$27.21 |
| In Buy Zone? |
No
|
No
|