Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
PANW
HoldPremium GrowerPalo Alto Networks, Inc. · Technology · United States · $302.8B · Avg Vol: $2.1B/d
COMPANY DESCRIPTION
Palo Alto Networks provides comprehensive cybersecurity solutions, including firewalls, cloud security, and endpoint protection, delivered through a platform-based approach for enterprises and governments. As a market leader in next-generation cybersecurity, its integrated platform offers superior threat prevention and simplified security management, bolstered by strong R&D and significant customer switching costs. The company is a pioneer in Next-Generation Firewalls, continuously expanding its portfolio to address evolving cyber threats.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2027E | 2028E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 5.5B | 6.9B | 8.0B | 9.2B | 18.8% | 11.5B | 11.4B | 13.0B | 12.3% |
| EPS | -0.45 | 0.73 | 4.04 | 1.71 | 53.6% | 1.16 | 1.90 | 2.80 | 17.9% |
| Shares | 597.6M | 616.6M | 650.2M | 667.9M | +11.8% | 815.0M | — | — | — |
| Debt | 4.0B | 2.3B | 1.3B | 338.2M | -55.9% | 2.5B | — | — | — |
| Equity | 210.0M | 1.7B | 5.2B | 7.8B | 234.0% | — | — | — | — |
| Op CF | 2.0B | 2.8B | 3.3B | 3.7B | 23.3% | 4.6B | — | — | — |
| Inv CF | -933.4M | -2.0B | -1.5B | -2.2B | — | — | — | — | — |
| Fin CF | -806.6M | -1.7B | -1.3B | -778.9M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of PANW are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| PANW | Palo Alto Networks, Inc.(you) | $302.8B | 59 | Hold |
| PLTR | Palantir Technologies Inc. | $447.7B | 78 | Buy |
| CRWD | CrowdStrike Holdings, Inc. | $223.6B | 36 | Hold |
| ORCL | Oracle Corporation | $434.5B | 34 | Sell |
| XYZ.AX | Block, Inc. | $50.7B | 60 | Hold |
| FTNT | Fortinet, Inc. | $121.8B | 81 | Strong Buy |
| 1N8.DE | Adyen N.V. | $39.9B | 59 | Hold |
| NET | Cloudflare, Inc. | $106.8B | 38 | Hold |
| MDB | MongoDB, Inc. | $35.9B | 52 | Hold |
| SNPS | Synopsys, Inc. | $84.8B | 30 | Sell |
Peer medians: ROE 7.6% · P/E 28.3x · Gross margin 32.4%