Palo Alto Networks Inc
NASDAQ:PANW

Watchlist Manager
Palo Alto Networks Inc Logo
Palo Alto Networks Inc
NASDAQ:PANW
Watchlist
Price: 185.38 USD 1.06%
Market Cap: 129.2B USD

Relative Value

The Relative Value of one PANW stock under the Base Case scenario is 100.15 USD. Compared to the current market price of 185.38 USD, Palo Alto Networks Inc is Overvalued by 46%.

Relative Value is the estimated value of a stock based on various valuation multiples like P/E and EV/EBIT ratios. It offers a quick snapshot of a stock's valuation in relation to its peers and historical norms.

PANW Relative Value
Base Case
100.15 USD
Overvaluation 46%
Relative Value
Price
Worst Case
Base Case
Best Case

Valuation Multiples

vs History
26
vs Industry
7
Median 3Y
12.9
Median 5Y
11.3
Industry
2.4
Forward
11.7
vs History
23
vs Industry
6
Median 3Y
101.8
Median 5Y
41.5
Industry
22.5
Forward
45.7
vs History
36
vs Industry
14
Median 3Y
31.5
Median 5Y
30.2
Industry
16.2
vs History
46
vs Industry
9
Median 3Y
57.8
Median 5Y
38.3
Industry
20.8
vs History
98
vs Industry
4
Median 3Y
21.5
Median 5Y
36.2
Industry
3
vs History
26
vs Industry
7
Median 3Y
12.5
Median 5Y
10.8
Industry
2.4
Forward
11.3
vs History
23
vs Industry
12
Median 3Y
16.8
Median 5Y
15.3
Industry
4.9
vs History
77
vs Industry
6
Median 3Y
97.2
Median 5Y
97.2
Industry
12.3
Forward
34.9
vs History
53
vs Industry
4
Median 3Y
125.9
Median 5Y
102.4
Industry
15.8
Forward
38
vs History
33
vs Industry
14
Median 3Y
30.7
Median 5Y
28.9
Industry
14.8
vs History
34
vs Industry
13
Median 3Y
32.3
Median 5Y
30.5
Industry
17.4
vs History
41
vs Industry
15
Median 3Y
6.4
Median 5Y
6.3
Industry
2.4

Multiples Across Competitors

PANW Competitors Multiples
Palo Alto Networks Inc Competitors

All Multiples
P/S
P/E
EV/EBITDA
EV/EBIT
All Countries
Close
Market Cap P/S P/E EV/EBITDA EV/EBIT
US
Palo Alto Networks Inc
NASDAQ:PANW
125.5B USD 13.1 112.3 75.1 95.8
US
Microsoft Corp
NASDAQ:MSFT
3.5T USD 12 33.7 20 25.9
US
Oracle Corp
NYSE:ORCL
512.7B USD 8.4 33.2 22.5 30.8
US
ServiceNow Inc
NYSE:NOW
32.5B USD 2.6 18.8 11.7 16.3
US
CrowdStrike Holdings Inc
NASDAQ:CRWD
118.5B USD 26 -377.1 -2 060.8 -361.1
US
VMware Inc
XETRA:BZF1
58B EUR 5 47.7 22 37.1
US
Fortinet Inc
NASDAQ:FTNT
59B USD 9 31.5 26 27.9
US
Xperi Holding Corp
LSE:0M2A
54.6B USD 143.8 744.2 269 376.8
US
Zscaler Inc
NASDAQ:ZS
36.1B USD 12.7 -879.8 13 028.7 -257.1
IL
Cyberark Software Ltd
NASDAQ:CYBR
22.4B USD 17.2 -98.6 -2 038.9 -160.3
IL
Check Point Software Technologies Ltd
NASDAQ:CHKP
20.3B USD 7.6 20.1 19.8 22.1
P/E Multiple
Earnings Growth PEG
US
Palo Alto Networks Inc
NASDAQ:PANW
Average P/E: 130.2
112.3
46%
2.4
US
Microsoft Corp
NASDAQ:MSFT
33.7
18%
1.9
US
Oracle Corp
NYSE:ORCL
33.2
37%
0.9
US
ServiceNow Inc
NYSE:NOW
18.8
53%
0.4
US
CrowdStrike Holdings Inc
NASDAQ:CRWD
Negative Multiple: -377.1 N/A N/A
US
V
VMware Inc
XETRA:BZF1
47.7
39%
1.2
US
Fortinet Inc
NASDAQ:FTNT
31.5
12%
2.6
US
Xperi Holding Corp
LSE:0M2A
744.2
38%
19.6
US
Zscaler Inc
NASDAQ:ZS
Negative Multiple: -879.8 N/A N/A
IL
Cyberark Software Ltd
NASDAQ:CYBR
Negative Multiple: -98.6 N/A N/A
IL
Check Point Software Technologies Ltd
NASDAQ:CHKP
20.1
14%
1.4
EV/EBITDA Multiple
EBITDA Growth EV/EBITDA to Growth
US
Palo Alto Networks Inc
NASDAQ:PANW
Average EV/EBITDA: 1 499.4
75.1
41%
1.8
US
Microsoft Corp
NASDAQ:MSFT
20
20%
1
US
Oracle Corp
NYSE:ORCL
22.5
41%
0.5
US
ServiceNow Inc
NYSE:NOW
11.7
53%
0.2
US
CrowdStrike Holdings Inc
NASDAQ:CRWD
Negative Multiple: -2 060.8
185%
N/A
US
V
VMware Inc
XETRA:BZF1
22
19%
1.2
US
Fortinet Inc
NASDAQ:FTNT
26
17%
1.5
US
Xperi Holding Corp
LSE:0M2A
269
8%
33.6
US
Zscaler Inc
NASDAQ:ZS
13 028.7
N/A N/A
IL
Cyberark Software Ltd
NASDAQ:CYBR
Negative Multiple: -2 038.9 N/A N/A
IL
Check Point Software Technologies Ltd
NASDAQ:CHKP
19.8
11%
1.8
EV/EBIT Multiple
EBIT Growth EV/EBIT to Growth
US
Palo Alto Networks Inc
NASDAQ:PANW
Average EV/EBIT: 79.1
95.8
50%
1.9
US
Microsoft Corp
NASDAQ:MSFT
25.9
17%
1.5
US
Oracle Corp
NYSE:ORCL
30.8
37%
0.8
US
ServiceNow Inc
NYSE:NOW
16.3
65%
0.3
US
CrowdStrike Holdings Inc
NASDAQ:CRWD
Negative Multiple: -361.1 N/A N/A
US
V
VMware Inc
XETRA:BZF1
37.1
30%
1.2
US
Fortinet Inc
NASDAQ:FTNT
27.9
17%
1.6
US
Xperi Holding Corp
LSE:0M2A
376.8
25%
15.1
US
Zscaler Inc
NASDAQ:ZS
Negative Multiple: -257.1 N/A N/A
IL
Cyberark Software Ltd
NASDAQ:CYBR
Negative Multiple: -160.3 N/A N/A
IL
Check Point Software Technologies Ltd
NASDAQ:CHKP
22.1
13%
1.7