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Palo Alto Networks (PANW) Competitors

$301.90
+5.97 (+2.02%)
(As of 06/7/2024 ET)

PANW vs. CRWD, FTNT, ZS, NET, LDOS, QCOM, CSCO, MSI, JNPR, and FFIV

Should you be buying Palo Alto Networks stock or one of its competitors? The main competitors of Palo Alto Networks include CrowdStrike (CRWD), Fortinet (FTNT), Zscaler (ZS), Cloudflare (NET), Leidos (LDOS), QUALCOMM (QCOM), Cisco Systems (CSCO), Motorola Solutions (MSI), Juniper Networks (JNPR), and F5 (FFIV).

Palo Alto Networks vs.

Palo Alto Networks (NASDAQ:PANW) and CrowdStrike (NASDAQ:CRWD) are both large-cap computer and technology companies, but which is the superior business? We will compare the two businesses based on the strength of their valuation, analyst recommendations, institutional ownership, media sentiment, profitability, community ranking, risk, earnings and dividends.

Palo Alto Networks received 1674 more outperform votes than CrowdStrike when rated by MarketBeat users. Likewise, 78.67% of users gave Palo Alto Networks an outperform vote while only 68.30% of users gave CrowdStrike an outperform vote.

CompanyUnderperformOutperform
Palo Alto NetworksOutperform Votes
2135
78.67%
Underperform Votes
579
21.33%
CrowdStrikeOutperform Votes
461
68.30%
Underperform Votes
214
31.70%

79.8% of Palo Alto Networks shares are owned by institutional investors. Comparatively, 71.2% of CrowdStrike shares are owned by institutional investors. 3.3% of Palo Alto Networks shares are owned by insiders. Comparatively, 4.3% of CrowdStrike shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

Palo Alto Networks has a beta of 1.1, suggesting that its share price is 10% more volatile than the S&P 500. Comparatively, CrowdStrike has a beta of 1.08, suggesting that its share price is 8% more volatile than the S&P 500.

Palo Alto Networks has a net margin of 31.42% compared to CrowdStrike's net margin of 4.01%. Palo Alto Networks' return on equity of 32.74% beat CrowdStrike's return on equity.

Company Net Margins Return on Equity Return on Assets
Palo Alto Networks31.42% 32.74% 6.37%
CrowdStrike 4.01%7.81%2.72%

Palo Alto Networks has higher revenue and earnings than CrowdStrike. Palo Alto Networks is trading at a lower price-to-earnings ratio than CrowdStrike, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Palo Alto Networks$6.89B14.19$439.70M$6.8843.90
CrowdStrike$3.06B27.66$89.33M$0.53659.30

In the previous week, CrowdStrike had 75 more articles in the media than Palo Alto Networks. MarketBeat recorded 98 mentions for CrowdStrike and 23 mentions for Palo Alto Networks. Palo Alto Networks' average media sentiment score of 0.74 beat CrowdStrike's score of 0.50 indicating that Palo Alto Networks is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Palo Alto Networks
14 Very Positive mention(s)
4 Positive mention(s)
3 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
CrowdStrike
29 Very Positive mention(s)
12 Positive mention(s)
29 Neutral mention(s)
6 Negative mention(s)
0 Very Negative mention(s)
Positive

Palo Alto Networks presently has a consensus price target of $322.78, suggesting a potential upside of 7.07%. CrowdStrike has a consensus price target of $375.61, suggesting a potential upside of 8.54%. Given CrowdStrike's stronger consensus rating and higher possible upside, analysts clearly believe CrowdStrike is more favorable than Palo Alto Networks.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Palo Alto Networks
0 Sell rating(s)
11 Hold rating(s)
29 Buy rating(s)
1 Strong Buy rating(s)
2.76
CrowdStrike
0 Sell rating(s)
1 Hold rating(s)
37 Buy rating(s)
0 Strong Buy rating(s)
2.97

Summary

Palo Alto Networks beats CrowdStrike on 12 of the 19 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding PANW and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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PANW vs. The Competition

MetricPalo Alto NetworksComputer peripheral equipment IndustryComputer SectorNASDAQ Exchange
Market Cap$97.80B$11.03B$21.28B$8.16B
Dividend YieldN/A4.53%2.70%4.04%
P/E Ratio43.9019.19238.3016.52
Price / Sales14.193.31545.6675.49
Price / Cash73.7919.9730.1830.78
Price / Book21.893.046.694.33
Net Income$439.70M$108.82M$626.18M$215.56M
7 Day Performance2.42%-0.16%-0.22%-1.34%
1 Month Performance-1.14%-1.23%0.69%-0.69%
1 Year Performance39.68%-1.84%12.28%1.62%

Palo Alto Networks Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
CRWD
CrowdStrike
4.4055 of 5 stars
$313.67
-0.7%
$373.95
+19.2%
+122.5%$75.87B$3.06B871.337,925Analyst Forecast
Analyst Revision
News Coverage
Gap Up
FTNT
Fortinet
4.9194 of 5 stars
$59.32
+2.3%
$70.10
+18.2%
-14.1%$45.32B$5.30B38.7713,568Insider Selling
High Trading Volume
ZS
Zscaler
3.8712 of 5 stars
$169.96
+8.5%
$227.79
+34.0%
+17.0%$25.48B$1.62B-178.915,962Analyst Forecast
Options Volume
High Trading Volume
NET
Cloudflare
4.7599 of 5 stars
$67.73
-0.4%
$91.87
+35.6%
+3.9%$23.01B$1.30B-127.793,682Analyst Forecast
Insider Selling
LDOS
Leidos
4.1476 of 5 stars
$147.05
+1.2%
$145.67
-0.9%
+77.4%$19.88B$15.44B63.3847,000Positive News
QCOM
QUALCOMM
4.7191 of 5 stars
$204.05
-0.4%
$180.48
-11.6%
+80.0%$227.72B$35.82B27.4350,000Analyst Forecast
CSCO
Cisco Systems
4.7705 of 5 stars
$46.50
+0.8%
$56.47
+21.4%
-7.2%$187.34B$57.00B15.6684,900Analyst Forecast
High Trading Volume
MSI
Motorola Solutions
4.6749 of 5 stars
$364.90
+1.4%
$357.43
-2.0%
+33.1%$60.87B$9.98B45.1121,000Positive News
JNPR
Juniper Networks
4.2914 of 5 stars
$35.70
+1.6%
$34.55
-3.2%
+20.2%$11.60B$5.56B51.743,374Analyst Forecast
Insider Selling
News Coverage
High Trading Volume
FFIV
F5
4.2479 of 5 stars
$168.97
+1.0%
$185.10
+9.5%
+14.2%$9.90B$2.81B20.246,524Insider Selling
High Trading Volume

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This page (NASDAQ:PANW) was last updated on 6/7/2024 by MarketBeat.com Staff

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