PANW vs V: Which Is the Better Buy?
Side-by-side comparison of Palo Alto Networks, Inc. and Visa Inc. — 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
Visa Inc. · Financial Services
$327.24
+27.8% upside to fair value
Grade A
High Quality
QuantHub Verdict
V has more upside to fair value
(+27.8%).
V trades at a lower forward P/E
(28.2x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
PANW |
V |
| Current Price |
$287.78 |
$327.24 |
| Fair Value Estimate |
$296.19 |
$418.15 |
| Upside to Fair Value |
+2.9%
|
+27.8%
|
| Market Cap |
$196.1B |
$627.3B |
| Forward P/E |
248.9x
|
28.2x
|
| EV / EBITDA |
85.9x
|
22.6x
|
| Price / Sales |
18.5x
|
14.6x
|
| Price / FCF |
45.7x
|
29.6x
|
| Revenue Growth YoY |
+31.1%
|
+17.1%
|
| Gross Margin |
71.9%
|
81.3%
|
| Operating Margin |
9.6%
|
61.1%
|
| Return on Equity |
6.3%
|
58.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.19%
|
3.38%
|
| 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 …
Visa Inc. operates a global payments network that facilitates electronic funds transfers worldwide, primarily through credit and debit cards. The company benefits from a very strong and widening moat driven by its extensive global card network and acceptance infrastructure, supported by a shareholder-friendly capital allocation policy including high buybacks and dividends. Visa's business quality…
Accumulation Zones
| Metric |
PANW |
V |
| Zone Low |
$222.14 |
$313.61 |
| Zone High |
$251.76 |
$355.43 |
| In Buy Zone? |
No
|
Yes
|