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Palo Alto Networks (PANW) Competitors

$294.91
+1.73 (+0.59%)
(As of 05/31/2024 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.

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

Palo Alto Networks received 1687 more outperform votes than CrowdStrike when rated by MarketBeat users. Likewise, 78.67% of users gave Palo Alto Networks an outperform vote while only 67.67% of users gave CrowdStrike an outperform vote.

CompanyUnderperformOutperform
CrowdStrikeOutperform Votes
448
67.67%
Underperform Votes
214
32.33%
Palo Alto NetworksOutperform Votes
2135
78.67%
Underperform Votes
579
21.33%

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 large money managers, hedge funds and endowments believe a company is poised for long-term growth.

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%

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$3.06B24.83$89.33M$0.36871.33
Palo Alto Networks$6.89B13.85$439.70M$6.8842.86

In the previous week, CrowdStrike had 17 more articles in the media than Palo Alto Networks. MarketBeat recorded 53 mentions for CrowdStrike and 36 mentions for Palo Alto Networks. CrowdStrike's average media sentiment score of 0.69 beat Palo Alto Networks' score of 0.66 indicating that Palo Alto Networks is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
CrowdStrike
19 Very Positive mention(s)
7 Positive mention(s)
21 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive
Palo Alto Networks
16 Very Positive mention(s)
5 Positive mention(s)
9 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

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

CrowdStrike currently has a consensus price target of $373.95, suggesting a potential upside of 19.22%. Palo Alto Networks has a consensus price target of $322.78, suggesting a potential upside of 9.45%. Given Palo Alto Networks' stronger consensus rating and higher probable upside, equities analysts plainly 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)
29 Buy rating(s)
1 Strong Buy rating(s)
2.76

Summary

Palo Alto Networks beats CrowdStrike on 12 of the 19 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 NetworksComputer peripheral equipment IndustryComputer SectorNASDAQ Exchange
Market Cap$94.93B$10.72B$21.11B$7.98B
Dividend YieldN/A4.52%2.68%4.00%
P/E Ratio42.8614.74200.3414.41
Price / Sales13.853.34539.4073.36
Price / Cash73.2419.6729.0330.81
Price / Book21.373.066.394.59
Net Income$439.70M$108.82M$625.65M$213.90M
7 Day Performance-8.30%0.37%-0.67%0.85%
1 Month Performance2.63%-0.71%2.83%3.57%
1 Year Performance36.03%0.53%27.57%7.89%

Palo Alto Networks Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
CRWD
CrowdStrike
4.8262 of 5 stars
$313.67
-0.7%
$373.95
+19.2%
+95.9%$75.87B$3.06B871.337,925Upcoming Earnings
Analyst Forecast
Short Interest ↓
News Coverage
Gap Up
FTNT
Fortinet
4.8839 of 5 stars
$59.32
+2.3%
$70.10
+18.2%
-13.2%$45.32B$5.30B38.7713,568Short Interest ↓
High Trading Volume
ZS
Zscaler
4.39 of 5 stars
$169.96
+8.5%
$227.79
+34.0%
+25.5%$25.48B$1.62B-178.915,962Analyst Forecast
News Coverage
Gap Up
High Trading Volume
NET
Cloudflare
4.8287 of 5 stars
$67.73
-0.4%
$91.87
+35.6%
-2.3%$23.01B$1.30B-127.793,682Analyst Forecast
Insider Selling
LDOS
Leidos
4.1171 of 5 stars
$147.05
+1.2%
$145.67
-0.9%
+88.4%$19.88B$15.44B63.3847,000Short Interest ↑
Positive News
QCOM
QUALCOMM
4.836 of 5 stars
$204.05
-0.4%
$180.48
-11.6%
+79.9%$227.72B$35.82B27.4350,000Analyst Forecast
CSCO
Cisco Systems
4.7621 of 5 stars
$46.50
+0.8%
$56.47
+21.4%
-6.4%$187.34B$57.00B15.6684,900Insider Selling
High Trading Volume
MSI
Motorola Solutions
4.754 of 5 stars
$364.90
+1.4%
$357.43
-2.0%
+29.4%$60.87B$9.98B45.1121,000Positive News
JNPR
Juniper Networks
4.3681 of 5 stars
$35.70
+1.6%
$34.55
-3.2%
+17.6%$11.60B$5.56B51.743,374Positive News
High Trading Volume
FFIV
F5
3.9008 of 5 stars
$168.97
+1.0%
$185.10
+9.5%
+14.5%$9.90B$2.81B20.246,524Short Interest ↑
Positive News
High Trading Volume

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This page (NASDAQ:PANW) was last updated on 6/1/2024 by MarketBeat.com Staff

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