PANW vs TMO: Which Is the Better Buy?
Side-by-side comparison of Palo Alto Networks, Inc. and Thermo Fisher Scientific Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-04.
Palo Alto Networks, Inc. · Technology
$174.41
+15.2% upside to fair value
Grade B
High Quality
VS
Thermo Fisher Scientific Inc. · Healthcare
$462.60
+10.1% upside to fair value
Grade B
QuantHub Verdict
PANW has more upside to fair value
(+15.2%).
TMO trades at a lower forward P/E
(25.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
PANW |
TMO |
| Current Price |
$174.41 |
$462.60 |
| Fair Value Estimate |
$200.93 |
$509.20 |
| Upside to Fair Value |
+15.2%
|
+10.1%
|
| Market Cap |
$118.9B |
$171.9B |
| Forward P/E |
94.6x
|
25.1x
|
| EV / EBITDA |
52.3x
|
19.0x
|
| Price / Sales |
12.0x
|
3.8x
|
| Price / FCF |
29.2x
|
25.5x
|
| Revenue Growth YoY |
+14.9%
|
+6.2%
|
| Gross Margin |
73.5%
|
39.4%
|
| Operating Margin |
14.4%
|
17.8%
|
| Return on Equity |
15.5%
|
13.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.42%
|
3.92%
|
| Analyst Consensus |
Strong Buy
|
Strong 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…
Thermo Fisher Scientific Inc. operates in the healthcare sector, specializing in medical diagnostics and research tools across four main segments: Laboratory Products and Biopharma Services, Life Sciences Solutions, Analytical Instruments, and Specialty Diagnostics. The company demonstrates medium business quality with steady revenue growth of 6.2% and earnings growth of 9.6% in the most recent q…
Accumulation Zones
| Metric |
PANW |
TMO |
| Zone Low |
$150.70 |
$381.90 |
| Zone High |
$170.79 |
$432.82 |
| In Buy Zone? |
No
|
No
|