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Company Analysis

Palo Alto Networks, Inc. PANW

A comprehensive view of key metrics, scores, and financial health for Palo Alto Networks, Inc.

Overview of Palo Alto Networks, Inc.

PANW NMS
Technology Software - Infrastructure Framework: Software & SaaS Mega Cap
Palo Alto Networks, Inc. (PANW), is a Mega Cap company, in the Software - Infrastructure industry, last closed at $279.62, about 82.5% overvalued vs fair value, +42.5% 1Y return, placing in the top 10% of its sector.
Metrics Rev Growth 14.9% ROE 17.5% Gross Margin 73.4%
USD 279.62
0.03%
(Delayed)
• Vol 90d: 51.8%
52-Week Range
Market Cap
$227.82B
Enterprise Value
$224.03B
Overall Score
View breakdown
Overall
Growth
Fair
Profitability
Good
Health
Fair
Efficiency
Fair
Valuation
Excellent
Growth
Fair
Profitability
Good
Health
Fair
Efficiency
Fair
Valuation
Excellent
Completeness: 82%
Confidence: 81%
Updated: Mar 8
Top Beats

Quick Facts

Website https://www.paloaltonetworks.c...
HQ Santa Clara, CA
Employees 17,027
Fiscal year Jul 31

Next Events

Earnings Aug 18 Estimated

Fair Value Snapshot

Bear Base Bull
$45
$49
$54
Current: $279.62 -83% vs base

Engine Room Money Flow™

Mega Cap

Software & SaaS - Where revenue goes and how value is created

Flow Steps
Total Revenue
$9.2B
14.9%%
Gross Profit
$6.8B
13.4%%
Operating Income (GAAP)
$1.2B
81.7%%
Operating Cash Flow
$3.7B
14.1%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Software & SaaS

Quality & Reliability Indicators

Gross Margin
73.4%
Excellent

Gross Profit / Revenue — pricing power and product moat (SaaS benchmark: >70%)

Locked Metric
-
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Where It Leaks

Cash Flow Health healthy
Strong cash conversion with minimal leakage across profit-to-cash-to-value chain.
Analysis based on partial data. Some metrics unavailable for complete assessment.
0
Active Leaks
0/0
Improving
0
High Impact
0
Critical
Moat Analysis Software & SaaS Specialized

Competitive Advantage Assessment

Evaluating Palo Alto Networks, Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
72
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Moderate
69
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Software SaaS vs Industry Peers 69% Coverage
Trade-Off Triangle Visualization A ternary plot showing PANW's balance between Growth (31.2%), Profitability (39.7%), and Safety (29.1%). Growth 31% Safety 29% Profitability 40%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

66th percentile vs peers
67
Key Signals
Rev Growth YoY 14.9% 66p Revenue CAGR 3Y 18.8% 66p
Strengths
  • Rule of 40 in top 20% of peers (52.5%, 90th percentile)
  • FCF Margin in top 20% of peers (37.6%, 96th percentile)
  • Interest Coverage Ratio in top 20% of peers (532.53, 98th percentile)
  • Operating Cash Flow Margin in top 20% of peers (40.3%, 95th percentile)
Risks

No significant risks identified for this axis.

Profitability

84th percentile vs peers
85
Key Signals
Strengths
Risks
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Safety

62th percentile vs peers
62
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for Palo Alto Networks, Inc..

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$48.80
- - -
-82.5% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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