Palo Alto Networks (PANW) Competitors

$317.85
+1.07 (+0.34%)
(As of 05/17/2024 ET)

PANW vs. FTNT, KLAC, ANET, DELL, ABNB, ADI, SNPS, RELX, CRWD, and APH

Should you be buying Palo Alto Networks stock or one of its competitors? The main competitors of Palo Alto Networks include Fortinet (FTNT), KLA (KLAC), Arista Networks (ANET), Dell Technologies (DELL), Airbnb (ABNB), Analog Devices (ADI), Synopsys (SNPS), Relx (RELX), CrowdStrike (CRWD), and Amphenol (APH). These companies are all part of the "computer and technology" sector.

Palo Alto Networks vs.

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

79.8% of Palo Alto Networks shares are owned by institutional investors. Comparatively, 83.7% of Fortinet shares are owned by institutional investors. 3.3% of Palo Alto Networks shares are owned by insiders. Comparatively, 17.5% of Fortinet shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

In the previous week, Palo Alto Networks had 32 more articles in the media than Fortinet. MarketBeat recorded 43 mentions for Palo Alto Networks and 11 mentions for Fortinet. Fortinet's average media sentiment score of 0.92 beat Palo Alto Networks' score of 0.63 indicating that Fortinet is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Palo Alto Networks
18 Very Positive mention(s)
2 Positive mention(s)
15 Neutral mention(s)
3 Negative mention(s)
0 Very Negative mention(s)
Positive
Fortinet
7 Very Positive mention(s)
0 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Palo Alto Networks has a net margin of 30.24% compared to Fortinet's net margin of 22.23%. Palo Alto Networks' return on equity of 36.58% beat Fortinet's return on equity.

Company Net Margins Return on Equity Return on Assets
Palo Alto Networks30.24% 36.58% 5.63%
Fortinet 22.23%-2,235.48%15.38%

Fortinet has lower revenue, but higher earnings than Palo Alto Networks. Fortinet 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
Palo Alto Networks$7.53B13.64$439.70M$6.4049.66
Fortinet$5.30B8.85$1.15B$1.5340.15

Palo Alto Networks received 852 more outperform votes than Fortinet when rated by MarketBeat users. Likewise, 78.59% of users gave Palo Alto Networks an outperform vote while only 67.05% of users gave Fortinet an outperform vote.

CompanyUnderperformOutperform
Palo Alto NetworksOutperform Votes
2122
78.59%
Underperform Votes
578
21.41%
FortinetOutperform Votes
1270
67.05%
Underperform Votes
624
32.95%

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

Palo Alto Networks presently has a consensus price target of $319.13, suggesting a potential upside of 0.40%. Fortinet has a consensus price target of $70.37, suggesting a potential upside of 14.55%. Given Fortinet's higher possible upside, analysts clearly believe Fortinet 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)
10 Hold rating(s)
29 Buy rating(s)
0 Strong Buy rating(s)
2.74
Fortinet
2 Sell rating(s)
20 Hold rating(s)
10 Buy rating(s)
0 Strong Buy rating(s)
2.25

Summary

Palo Alto Networks beats Fortinet on 12 of the 18 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 NetworksSoftware IndustryComputer SectorNASDAQ Exchange
Market Cap$102.70B$3.02B$21.38B$7.96B
Dividend YieldN/A2.88%2.71%3.91%
P/E Ratio49.66716.80249.0318.79
Price / Sales13.64175.43553.6477.89
Price / Cash79.1314.7629.5031.98
Price / Book56.066.596.734.76
Net Income$439.70M$51.95M$640.99M$217.17M
7 Day Performance6.85%1.74%2.07%2.90%
1 Month Performance14.45%3.67%6.59%6.66%
1 Year Performance68.48%16.45%25.43%9.89%

Palo Alto Networks Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
FTNT
Fortinet
4.7287 of 5 stars
$60.20
+1.0%
$70.37
+16.9%
-9.8%$45.99B$5.30B39.3513,568Short Interest ↑
KLAC
KLA
4.8632 of 5 stars
$729.92
+2.4%
$727.15
-0.4%
+74.5%$98.28B$10.50B38.2415,210Ex-Dividend
Short Interest ↑
Positive News
ANET
Arista Networks
4.7053 of 5 stars
$313.66
+1.2%
$293.00
-6.6%
+126.1%$98.29B$5.86B43.694,023Insider Selling
Buyback Announcement
Short Interest ↓
DELL
Dell Technologies
4.8403 of 5 stars
$134.05
+2.3%
$104.63
-22.0%
+217.3%$95.68B$88.43B30.68120,000Analyst Forecast
News Coverage
ABNB
Airbnb
3.7293 of 5 stars
$146.70
-1.6%
$152.13
+3.7%
+30.2%$94.93B$9.92B19.646,907Short Interest ↓
ADI
Analog Devices
4.9009 of 5 stars
$211.94
+1.7%
$209.92
-1.0%
+11.3%$105.10B$12.31B37.9126,000Upcoming Earnings
Analyst Forecast
Short Interest ↑
SNPS
Synopsys
4.1148 of 5 stars
$559.63
+0.4%
$601.00
+7.4%
+38.3%$85.34B$5.84B61.6320,300Upcoming Earnings
RELX
Relx
1.1029 of 5 stars
$43.51
+1.6%
N/A+42.4%$81.63B$9.16B0.0036,500
CRWD
CrowdStrike
4.1687 of 5 stars
$329.55
+3.2%
$371.87
+12.8%
+143.9%$77.20B$3.06B915.447,925Analyst Forecast
Insider Selling
Short Interest ↑
News Coverage
APH
Amphenol
4.8468 of 5 stars
$128.47
+1.0%
$118.83
-7.5%
+73.2%$77.16B$12.84B39.2995,000Analyst Forecast
Short Interest ↓
Analyst Revision
Positive News

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This page (NASDAQ:PANW) was last updated on 5/19/2024 by MarketBeat.com Staff

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