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Palo Alto Networks (PANW) Competitors

$308.01
-13.59 (-4.23%)
(As of 05/28/2024 ET)

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

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), QUALCOMM (QCOM), Cisco Systems (CSCO), Motorola Solutions (MSI), Juniper Networks (JNPR), F5 (FFIV), and Ciena (CIEN). These companies are all part of the "computer and technology" sector.

Palo Alto Networks vs.

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

Palo Alto Networks received 1685 more outperform votes than CrowdStrike when rated by MarketBeat users. Likewise, 78.64% of users gave Palo Alto Networks an outperform vote while only 67.62% of users gave CrowdStrike an outperform vote.

CompanyUnderperformOutperform
CrowdStrikeOutperform Votes
447
67.62%
Underperform Votes
214
32.38%
Palo Alto NetworksOutperform Votes
2132
78.64%
Underperform Votes
579
21.36%

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
CrowdStrike$3.06B27.45$89.33M$0.36963.42
Palo Alto Networks$6.89B14.47$439.70M$6.8844.77

CrowdStrike has a beta of 1.08, suggesting that its share price is 8% more volatile than the S&P 500. Comparatively, Palo Alto Networks has a beta of 1.18, suggesting that its share price is 18% more volatile than the S&P 500.

CrowdStrike presently has a consensus target price of $373.18, suggesting a potential upside of 7.60%. Palo Alto Networks has a consensus target price of $321.39, suggesting a potential upside of 4.35%. Given Palo Alto Networks' stronger consensus rating and higher probable upside, research analysts clearly believe CrowdStrike is more favorable than Palo Alto Networks.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
CrowdStrike
0 Sell rating(s)
1 Hold rating(s)
37 Buy rating(s)
0 Strong Buy rating(s)
2.97
Palo Alto Networks
0 Sell rating(s)
11 Hold rating(s)
27 Buy rating(s)
0 Strong Buy rating(s)
2.71

71.2% of CrowdStrike shares are owned by institutional investors. Comparatively, 79.8% of Palo Alto Networks shares are owned by institutional investors. 4.3% of CrowdStrike shares are owned by company insiders. Comparatively, 3.3% of Palo Alto Networks shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

Palo Alto Networks has a net margin of 31.42% compared to Palo Alto Networks' net margin of 2.92%. CrowdStrike's return on equity of 32.74% beat Palo Alto Networks' return on equity.

Company Net Margins Return on Equity Return on Assets
CrowdStrike2.92% 6.09% 2.08%
Palo Alto Networks 31.42%32.74%6.37%

In the previous week, Palo Alto Networks had 16 more articles in the media than CrowdStrike. MarketBeat recorded 62 mentions for Palo Alto Networks and 46 mentions for CrowdStrike. Palo Alto Networks' average media sentiment score of 0.83 beat CrowdStrike's score of 0.47 indicating that CrowdStrike is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
CrowdStrike
20 Very Positive mention(s)
7 Positive mention(s)
13 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Palo Alto Networks
18 Very Positive mention(s)
7 Positive mention(s)
26 Neutral mention(s)
3 Negative mention(s)
0 Very Negative mention(s)
Neutral

Summary

Palo Alto Networks beats CrowdStrike on 11 of the 18 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$100.80B$11.22B$20.69B$8.08B
Dividend YieldN/A4.54%2.72%3.96%
P/E Ratio45.2517.10228.3815.01
Price / Sales14.623.40539.3172.77
Price / Cash80.3320.3729.0928.77
Price / Book54.905.277.034.39
Net Income$439.70M$108.82M$612.84M$213.15M
7 Day Performance-0.11%1.19%-0.35%-0.80%
1 Month Performance6.83%-1.61%3.21%3.27%
1 Year Performance47.05%-1.91%28.21%7.56%

Palo Alto Networks Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
CRWD
CrowdStrike
4.4783 of 5 stars
$351.47
+2.7%
$371.87
+5.8%
+128.0%$85.01B$3.06B976.337,925Upcoming Earnings
Analyst Forecast
Short Interest ↓
Gap Up
FTNT
Fortinet
4.8873 of 5 stars
$61.35
+0.7%
$70.10
+14.3%
-9.5%$46.87B$5.40B40.1013,568Short Interest ↓
Analyst Revision
ZS
Zscaler
4.3791 of 5 stars
$171.64
-0.2%
$230.76
+34.4%
+31.4%$25.73B$1.62B-180.675,962Upcoming Earnings
Analyst Forecast
NET
Cloudflare
4.4769 of 5 stars
$74.19
+0.8%
$91.87
+23.8%
+21.3%$25.21B$1.30B-139.983,682
QCOM
QUALCOMM
4.7242 of 5 stars
$210.36
+4.3%
$180.48
-14.2%
+90.6%$234.76B$35.82B28.2750,000Gap Up
CSCO
Cisco Systems
4.7327 of 5 stars
$46.42
-0.4%
$56.47
+21.7%
-6.9%$187.02B$55.36B15.6384,900
MSI
Motorola Solutions
4.6767 of 5 stars
$364.60
+0.3%
$357.43
-2.0%
+28.1%$60.82B$9.98B45.0721,000Analyst Revision
JNPR
Juniper Networks
4.4286 of 5 stars
$34.69
+0.3%
$34.55
-0.4%
+13.7%$11.27B$5.56B50.283,374Analyst Forecast
FFIV
F5
4.0351 of 5 stars
$169.90
0.0%
$185.10
+8.9%
+14.6%$9.96B$2.81B20.356,524Short Interest ↑
Positive News
CIEN
Ciena
4.441 of 5 stars
$49.34
+0.9%
$58.79
+19.1%
+2.8%$7.13B$4.39B32.048,483Short Interest ↑

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This page (NASDAQ:PANW) was last updated on 5/28/2024 by MarketBeat.com Staff

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