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 (NASDAQ:PANW) and CrowdStrike (NASDAQ:CRWD) are both large-cap computer and technology companies, but which is the better business? We will compare the two businesses based on the strength of their analyst recommendations, profitability, dividends, earnings, valuation, community ranking, institutional ownership, media sentiment and risk.
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 company insiders. Comparatively, 4.3% of CrowdStrike shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.
Palo Alto Networks has a beta of 1.18, meaning that its stock price is 18% more volatile than the S&P 500. Comparatively, CrowdStrike has a beta of 1.08, meaning that its stock price is 8% more volatile than the S&P 500.
Palo Alto Networks currently has a consensus price target of $322.78, suggesting a potential upside of 9.45%. CrowdStrike has a consensus price target of $373.95, suggesting a potential upside of 19.22%. Given CrowdStrike's stronger consensus rating and higher possible upside, analysts clearly believe CrowdStrike is more favorable than Palo Alto Networks.
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.
In the previous week, CrowdStrike had 23 more articles in the media than Palo Alto Networks. MarketBeat recorded 55 mentions for CrowdStrike and 32 mentions for Palo Alto Networks. Palo Alto Networks' average media sentiment score of 0.76 beat CrowdStrike's score of 0.60 indicating that Palo Alto Networks is being referred to more favorably in the media.
Palo Alto Networks has a net margin of 31.42% compared to CrowdStrike's net margin of 2.92%. Palo Alto Networks' return on equity of 32.74% beat CrowdStrike's return on equity.
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.
Summary
Palo Alto Networks beats CrowdStrike on 12 of the 19 factors compared between the two stocks.
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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.
Skip ChartThis 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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