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Palo Alto Networks (PANW) Competitors

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$170.96 -1.92 (-1.11%)
As of 03:28 PM Eastern
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PANW vs. CRWD, FTNT, GOOG, GOOGL, META, OKTA, ZS, NET, S, and SHOP

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), Alphabet (GOOG), Alphabet (GOOGL), Meta Platforms (META), Okta (OKTA), Zscaler (ZS), Cloudflare (NET), SentinelOne (S), and Shopify (SHOP). These companies are all part of the "computer and technology" sector.

Palo Alto Networks vs. Its Competitors

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

Palo Alto Networks has a net margin of 13.95% compared to CrowdStrike's net margin of -4.17%. Palo Alto Networks' return on equity of 19.48% beat CrowdStrike's return on equity.

Company Net Margins Return on Equity Return on Assets
CrowdStrike-4.17% 0.43% 0.17%
Palo Alto Networks 13.95%19.48%5.77%

In the previous week, Palo Alto Networks had 36 more articles in the media than CrowdStrike. MarketBeat recorded 85 mentions for Palo Alto Networks and 49 mentions for CrowdStrike. CrowdStrike's average media sentiment score of 1.34 beat Palo Alto Networks' score of 1.13 indicating that CrowdStrike is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
CrowdStrike
39 Very Positive mention(s)
3 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
3 Very Negative mention(s)
Positive
Palo Alto Networks
62 Very Positive mention(s)
4 Positive mention(s)
9 Neutral mention(s)
5 Negative mention(s)
0 Very Negative mention(s)
Positive

CrowdStrike has a beta of 1.13, meaning that its stock price is 13% more volatile than the S&P 500. Comparatively, Palo Alto Networks has a beta of 0.94, meaning that its stock price is 6% less volatile than the S&P 500.

CrowdStrike currently has a consensus target price of $461.17, indicating a potential upside of 1.36%. Palo Alto Networks has a consensus target price of $209.61, indicating a potential upside of 22.74%. Given Palo Alto Networks' stronger consensus rating and higher possible upside, analysts plainly believe Palo Alto Networks is more favorable than CrowdStrike.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
CrowdStrike
1 Sell rating(s)
19 Hold rating(s)
26 Buy rating(s)
0 Strong Buy rating(s)
2.54
Palo Alto Networks
2 Sell rating(s)
13 Hold rating(s)
26 Buy rating(s)
0 Strong Buy rating(s)
2.59

71.2% of CrowdStrike shares are owned by institutional investors. Comparatively, 79.8% of Palo Alto Networks shares are owned by institutional investors. 3.3% of CrowdStrike shares are owned by insiders. Comparatively, 2.5% of Palo Alto Networks shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
CrowdStrike$4.14B27.42-$19.27M-$0.69-659.39
Palo Alto Networks$8.03B14.19$2.58B$1.7597.59

Summary

Palo Alto Networks beats CrowdStrike on 11 of the 15 factors compared between the two stocks.

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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 NetworksSecurity IndustryComputer SectorNASDAQ Exchange
Market Cap$113.96B$42.25B$29.01B$9.50B
Dividend YieldN/AN/A3.09%4.13%
P/E Ratio97.6668.9949.3324.28
Price / Sales14.1913.571,535.55172.24
Price / Cash64.03181.0333.4627.20
Price / Book21.5118.658.345.74
Net Income$2.58B$481.55M$802.12M$264.99M
7 Day Performance-16.49%-3.95%4.02%-2.55%
1 Month Performance-15.24%-5.84%-0.08%6.47%
1 Year Performance11.77%33.91%53,407.69%20.20%

Palo Alto Networks Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
PANW
Palo Alto Networks
4.5047 of 5 stars
$170.96
-1.1%
$209.61
+22.6%
+13.1%$114.05B$8.03B97.7415,289Positive News
Analyst Revision
CRWD
CrowdStrike
4.2391 of 5 stars
$471.54
+0.8%
$461.17
-2.2%
+105.0%$117.55B$3.95B-683.4710,118Positive News
FTNT
Fortinet
4.5609 of 5 stars
$105.20
+0.4%
$107.00
+1.7%
+72.3%$80.51B$5.96B43.2914,138Positive News
Upcoming Earnings
GOOG
Alphabet
4.9371 of 5 stars
$192.76
-0.7%
$215.19
+11.6%
+12.8%$2.34T$371.40B20.52190,200Trending News
GOOGL
Alphabet
4.1264 of 5 stars
$191.77
-0.7%
$211.32
+10.2%
+13.5%$2.33T$371.40B20.42183,323Trending News
META
Meta Platforms
4.0753 of 5 stars
$714.92
+0.3%
$752.33
+5.2%
+53.6%$1.80T$170.36B27.8874,067Trending News
Earnings Report
Analyst Forecast
Analyst Revision
OKTA
Okta
4.7154 of 5 stars
$97.76
-3.3%
$118.61
+21.3%
+9.7%$17.12B$2.68B155.205,914Analyst Upgrade
ZS
Zscaler
3.6191 of 5 stars
$289.45
+1.1%
$296.82
+2.5%
+65.3%$45.06B$2.55B-1,113.237,348Positive News
Short Interest ↑
NET
Cloudflare
4.2432 of 5 stars
$199.94
+0.8%
$161.72
-19.1%
+152.3%$69.30B$1.67B-869.304,263Trending News
Earnings Report
Analyst Forecast
Gap Up
S
SentinelOne
3.8053 of 5 stars
$19.77
+1.0%
$24.80
+25.5%
-15.0%$6.57B$821.46M-14.972,800
SHOP
Shopify
3.9871 of 5 stars
$126.35
+1.5%
$119.68
-5.3%
+117.9%$163.92B$9.38B81.5211,600Positive News
Upcoming Earnings

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This page (NASDAQ:PANW) was last updated on 8/4/2025 by MarketBeat.com Staff
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