PANW vs VRTV: Which Is the Better Buy?
Side-by-side comparison of Palo Alto Networks, Inc. and Veritiv Corporation — 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
Veritiv Corporation · Industrials
$169.99
-45.0% upside to fair value
Med Conviction
Grade D
QuantHub Verdict
PANW has more upside to fair value
(-5.2%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
PANW |
VRTV |
| Current Price |
$374.74 |
$169.99 |
| Fair Value Estimate |
$355.11 |
$93.49 |
| Upside to Fair Value |
-5.2%
|
-45.0%
|
| Market Cap |
$305.4B |
$2.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
569.8x
|
5.4x
|
| Price / Sales |
26.6x
|
0.4x
|
| Price / FCF |
64.0x
|
10.4x
|
| Revenue Growth YoY |
+34.4%
|
-19.0%
|
| Gross Margin |
70.4%
|
22.7%
|
| Operating Margin |
6.1%
|
5.9%
|
| Return on Equity |
1.7%
|
48.6%
|
| Dividend Yield |
0% |
1.48% |
| FCF Yield |
1.56%
|
9.57%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
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…
Veritiv Corporation is a business-to-business distributor of specialty packaging, facility solutions, print, and publishing products, operating through four segments with a network of distribution centers and roughly 5,000 employees. The business quality is mixed: it generates a strong 48.6% ROE and trades at a low 7.13 trailing P/E and 5.44 EV/EBITDA, but revenue declined 19.0% year over year in…
Accumulation Zones
| Metric |
PANW |
VRTV |
| Zone Low |
$266.33 |
$70.12 |
| Zone High |
$301.84 |
$79.47 |
| In Buy Zone? |
No
|
No
|