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Palo Alto Networks, Inc. (PANW)

NASDAQ Stock Market Technology Software - InfrastructureView data quality →
51.6Fair

ValueMarkers Composite Index

Top 39%#27,099 of 44,707
Slightly Overvalued

15% above intrinsic value ($142)

UndervaluedFair ValueOvervalued
Piotroski
3/9
Weak
Beneish
-2.56
Low Risk
Altman
4.90
Safe
DCF Value
$142
Overvalued
ROIC
5.8%
Low
P/E
88.1
Growth
Updated: ·Source: Data sourced from SEC filings and institutional providers. Not financial advice.·Report data issue

Palo Alto Networks, Inc. (PANW) — VMCI valuation read

Palo Alto Networks, Inc. sits at VMCI 52/100, with the Technology sector median at 50. That 2-point spread is the first thing to note on PANW: it tells the reader the composite is favorable before any single ratio is examined, and the mid-cap tier sets the comparison set.

Form 4 disclosures on PANW are blank for the trailing 30 days. With the insider channel offline, the EV/EBITDA delta, free-cash-flow trajectory, and the next earnings print do the talking.

**Investor frame.** The Value read on PANW: PANW trades at 20.0x earnings, 11% above the Technology median of 18.0x, with EV/EBITDA at 13.0x against 12.0x. The Quality read: ROIC of 16.0% sits 6.0pp above the Technology median (10.0%). The Risk read: net debt to EBITDA of 0.4x leaves covenant headroom, anchoring the bear scenario on a measurable balance-sheet metric.

PANW rose 1.1% over the trailing 7 days, with a -17.2% read on a 30-day basis.

Palo Alto Networks, Inc. provides cybersecurity solutions worldwide. The company offers firewall appliances and software; Panorama, a security management solution for the control of firewall appliances and software deployed on an end-customer's network and instances in public or private cloud environments, as a virtual or a physical appliance; and virtual system upgrades, which are available as extensions to the virtual system capacity that ships with physical appliances. It also provides subscription services covering the areas of threat prevention, malware and persistent threat, uniform resource locator filtering, laptop and mobile device protection, and firewall; and DNS security, Internet of Things security, SaaS security API, and SaaS security inline, as well as threat intelligence, and data loss prevention. In addition, the company offers cloud security, secure access, security analytics and automation, and threat intelligence and cyber security consulting; professional services, including architecture design and planning, implementation, configuration, and firewall migration; education services, such as certifications, as well as online and in-classroom training; and support services. Palo Alto Networks, Inc. sells its products and services through its channel partners, as well as directly to medium to large enterprises, service providers, and government entities operating in various industries, including education, energy, financial services, government entities, healthcare, Internet and media, manufacturing, public sector, and telecommunications. The company was incorporated in 2005 and is headquartered in Santa Clara, California.

CEO: Nikesh Arora15,758 employeesUSwww.paloaltonetworks.com

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