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 2026-09-26.
Palo Alto Networks, Inc. · Technology
$374.74
-5.2% upside to fair value
Med Conviction
Grade C
High Quality
VS
Thermo Fisher Scientific Inc. · Healthcare
$658.32
+31.1% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
TMO has more upside to fair value
(+31.1%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
PANW |
TMO |
| Current Price |
$374.74 |
$658.32 |
| Fair Value Estimate |
$355.11 |
$863.34 |
| Upside to Fair Value |
-5.2%
|
+31.1%
|
| Market Cap |
$305.4B |
$244.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
569.8x
|
25.9x
|
| Price / Sales |
26.6x
|
5.3x
|
| Price / FCF |
64.0x
|
33.4x
|
| Revenue Growth YoY |
+34.4%
|
+10.5%
|
| Gross Margin |
70.4%
|
40.4%
|
| Operating Margin |
6.1%
|
17.7%
|
| Return on Equity |
1.7%
|
13.4%
|
| Dividend Yield |
0% |
0.28% |
| FCF Yield |
1.56%
|
3.0%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Palo Alto Networks is a global cybersecurity leader built around next-generation firewalls, the Panorama management platform, and a broad subscription portfolio spanning threat prevention, cloud security, secure access, and security analytics, sold to medium and large enterprises, service providers, and governments through direct and channel distribution. The business quality is genuinely high on…
Thermo Fisher Scientific is a global life-sciences and laboratory-services platform spanning Life Sciences Solutions, Analytical Instruments, Specialty Diagnostics, and Laboratory Products and Biopharma Services, with recognized brands including Thermo Scientific, Applied Biosystems, Invitrogen, Fisher Scientific, Patheon, and PPD, serving pharmaceutical, biotech, clinical, academic, and governme…
Accumulation Zones
| Metric |
PANW |
TMO |
| Zone Low |
$266.33 |
$647.50 |
| Zone High |
$301.84 |
$733.84 |
| In Buy Zone? |
No
|
Yes
|