PANW vs VST: Which Is the Better Buy?
Side-by-side comparison of Palo Alto Networks, Inc. and Vistra Corp. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-08-06.
Palo Alto Networks, Inc. · Technology
$287.78
+2.9% upside to fair value
Grade B
High Quality
VS
Vistra Corp. · Utilities
$140.58
+20.9% upside to fair value
Med Conviction
Grade B
QuantHub Verdict
VST has more upside to fair value
(+20.9%).
VST trades at a lower forward P/E
(15.4x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
PANW |
VST |
| Current Price |
$287.78 |
$140.58 |
| Fair Value Estimate |
$296.19 |
$170.00 |
| Upside to Fair Value |
+2.9%
|
+20.9%
|
| Market Cap |
$196.1B |
$47.4B |
| Forward P/E |
248.9x
|
15.4x
|
| EV / EBITDA |
85.9x
|
9.3x
|
| Price / Sales |
18.5x
|
2.9x
|
| Price / FCF |
45.7x
|
42.5x
|
| Revenue Growth YoY |
+31.1%
|
+20.0%
|
| Gross Margin |
71.9%
|
12.7%
|
| Operating Margin |
9.6%
|
2.1%
|
| Return on Equity |
6.3%
|
35.0%
|
| Dividend Yield |
0% |
0.65% |
| FCF Yield |
2.19%
|
2.4%
|
| 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 …
Vistra is an integrated merchant power producer and retail electricity supplier with roughly 38,700 MW of generation across natural gas, nuclear, coal, solar and battery storage, plus a roughly 4.3 million customer retail book (TXU and affiliated brands) across 20 states. The 2024 Energy Harbor deal made it the second-largest nuclear operator in the US, and that nuclear and gas fleet is now centr…
Accumulation Zones
| Metric |
PANW |
VST |
| Zone Low |
$222.14 |
$128.00 |
| Zone High |
$251.76 |
$145.00 |
| In Buy Zone? |
No
|
Yes
|