Palo Alto Networks Inc PANW

Morningstar Rating
$346.95 +4.95 (1.45%)
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Company Report

Palo Alto Networks Is a Premium Security Vendor With Solutions Spanning the Enterprise

We view Palo Alto Networks as a leader in cybersecurity, with platforms spanning network security, cloud security, identity, and security operations. We believe the firm stands to materially benefit from secular tailwinds across its three key end markets as cloud migrations, the shift to zero-trust security, and increased automation in cybersecurity increase Palo Alto’s value proposition to its clients. In our view, the firm’s sticky platforms, combined with the broad range of its cybersecurity solutions, have helped Palo Alto build a wide economic moat around its business.

Price vs Fair Value

PANW is trading at a LOCK|f?Y%g premium.
Price
$346.95
Fair Value
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Uncertainty
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1-Star Price
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5-Star Price
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Economic Moat
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Capital Allocation
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Bulls Say, Bears Say

Bulls

Palo Alto has strong secular tailwinds as security operations, cloud security, and the convergence of networking and security are projected to grow rapidly.

Bears

Large public cloud vendors often offer their own cybersecurity solutions, which could hamper Palo Alto’s growth opportunities.

News

Articles & Videos

Trading Information

Previous Close Price
$342.00
Day Range
$345.08–356.00
52-Week Range
$139.57–432.33
Bid/Ask
$347.50 / $348.80
Shares Outstanding
818.00M
Market Cap
$283.81B
Volume/Avg
5M / 6M

Key Statistics

Price/Earnings (Normalized)
90.59
Price/Sales
23.09
Dividend Yield (Trailing)
0.00%
Dividend Yield (Forward)
0.00%
Dividend Payment Schedule
—
Total Yield
0.35%

Company Profile

Palo Alto Networks is a platform-based cybersecurity vendor with product offerings covering network security, cloud security, and security operations. The California-based firm has more than 80,000 enterprise customers across the world, including more than three-fourths of the Global 2000.
Sector
Technology
Industry
Software - Infrastructure
Stock Style Box
Large Growth
Total Number of Employees
21,921

Competitors

Valuation

Metric
PANW
CRWD
CSCO
Price/Earnings (Normalized)
90.59206.4324.66
Price/Book Value
10.2945.788.36
Price/Sales
23.0943.246.71
Price/Cash Flow
66.70113.7522.92
Price/Earnings
PANW
CRWD
CSCO

Financial Strength

Metric
PANW
CRWD
CSCO
Quick Ratio
0.731.370.64
Current Ratio
0.871.570.93
Interest Coverage
—−2.9611.30
Quick Ratio
PANW
CRWD
CSCO

Profitability

Metric
PANW
CRWD
CSCO
Return on Assets (Normalized)
8.79%10.64%13.87%
Return on Equity (Normalized)
18.08%26.00%35.85%
Return on Invested Capital (Normalized)
15.20%19.39%22.89%
Return on Assets
PANW
CRWD
CSCO

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