PANW vs VRT: Which Is the Better Buy?
Side-by-side comparison of Palo Alto Networks, Inc. and Vertiv Holdings Co — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-24.
Palo Alto Networks, Inc. · Technology
$174.41
-0.1% upside to fair value
Grade B
High Quality
VS
Vertiv Holdings Co · Industrials
$305.14
-45.0% upside to fair value
Grade D
High Quality
QuantHub Verdict
PANW has more upside to fair value
(-0.1%).
VRT trades at a lower forward P/E
(75.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
PANW |
VRT |
| Current Price |
$174.41 |
$305.14 |
| Fair Value Estimate |
$174.18 |
$167.83 |
| Upside to Fair Value |
-0.1%
|
-45.0%
|
| Market Cap |
$118.9B |
$116.8B |
| Forward P/E |
94.6x
|
75.0x
|
| EV / EBITDA |
52.3x
|
50.1x
|
| Price / Sales |
12.0x
|
10.8x
|
| Price / FCF |
29.2x
|
50.5x
|
| Revenue Growth YoY |
+14.9%
|
+30.1%
|
| Gross Margin |
73.5%
|
36.2%
|
| Operating Margin |
14.4%
|
18.5%
|
| Return on Equity |
15.5%
|
42.1%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.42%
|
1.98%
|
| 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…
Vertiv Holdings Co operates in the electrical equipment and parts industry within the industrials sector, focusing on critical digital infrastructure technology products and services. The company has demonstrated strong business quality with a 42.1% return on equity, 30.1% revenue growth, and 137.1% earnings growth in the most recent quarter, supported by solid margins including a 36.2% gross mar…
Accumulation Zones
| Metric |
PANW |
VRT |
| Zone Low |
$130.63 |
$125.87 |
| Zone High |
$148.05 |
$142.66 |
| In Buy Zone? |
No
|
No
|