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 2026-06-20.
Palo Alto Networks, Inc. · Technology
$287.78
+2.9% upside to fair value
Grade B
High Quality
VS
Vertiv Holdings Co · Industrials
$333.05
-45.0% upside to fair value
Grade D
High Quality
QuantHub Verdict
PANW has more upside to fair value
(+2.9%).
VRT trades at a lower forward P/E
(81.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
PANW |
VRT |
| Current Price |
$287.78 |
$333.05 |
| Fair Value Estimate |
$296.19 |
$183.18 |
| Upside to Fair Value |
+2.9%
|
-45.0%
|
| Market Cap |
$196.1B |
$127.9B |
| Forward P/E |
248.9x
|
81.8x
|
| EV / EBITDA |
85.9x
|
55.4x
|
| Price / Sales |
18.5x
|
11.8x
|
| Price / FCF |
45.7x
|
55.4x
|
| Revenue Growth YoY |
+31.1%
|
+30.1%
|
| Gross Margin |
71.9%
|
36.2%
|
| Operating Margin |
9.6%
|
18.5%
|
| Return on Equity |
6.3%
|
42.1%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.19%
|
1.81%
|
| 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 …
Vertiv Holdings Co operates in the industrials sector, specializing in electrical equipment and parts with a strong focus on data center critical infrastructure. The company benefits from a durable competitive position supported by a broad product portfolio that drives approximately 75% of sales from data centers. Vertiv's business quality is high, demonstrated by a 42.1% return on equity, strong…
Accumulation Zones
| Metric |
PANW |
VRT |
| Zone Low |
$222.14 |
$137.38 |
| Zone High |
$251.76 |
$155.70 |
| In Buy Zone? |
No
|
No
|