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 2026-09-26.
Palo Alto Networks, Inc. · Technology
$374.74
-5.2% upside to fair value
Med Conviction
Grade C
High Quality
VS
Vistra Corp. · Utilities
$140.67
-23.0% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
PANW has more upside to fair value
(-5.2%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
PANW |
VST |
| Current Price |
$374.74 |
$140.67 |
| Fair Value Estimate |
$355.11 |
$108.27 |
| Upside to Fair Value |
-5.2%
|
-23.0%
|
| Market Cap |
$305.4B |
$47.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
569.8x
|
10.3x
|
| Price / Sales |
26.6x
|
3.0x
|
| Price / FCF |
64.0x
|
34.7x
|
| Revenue Growth YoY |
+34.4%
|
-5.5%
|
| Gross Margin |
70.4%
|
13.0%
|
| Operating Margin |
6.1%
|
2.3%
|
| Return on Equity |
1.7%
|
41.5%
|
| Dividend Yield |
0% |
0.65% |
| FCF Yield |
1.56%
|
2.88%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
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…
Vistra Corp. is a vertically integrated independent power producer and retail electricity supplier operating roughly 38,700 megawatts of generation across natural gas, nuclear, coal, solar, and battery storage, serving about 4.3 million retail customers in 20 states and the District of Columbia. The business quality is mixed: the diversified PJM and ERCOT fleet plus retail load is a genuine struc…
Accumulation Zones
| Metric |
PANW |
VST |
| Zone Low |
$266.33 |
$81.20 |
| Zone High |
$301.84 |
$92.03 |
| In Buy Zone? |
No
|
No
|