SuperworthPalo Alto Networks, Inc. PANW
Software - Infrastructure, Technology
$405.57
−3.42%
- Market cap
- $331.8B
- PE
- 332×
- 10y median 116×
- Forward PE
- Price to sales
- 28.9×
- EV/EBIT
- 477×
- Revenue, 12 months
- $11.5B
- +24% on a year ago
- Net margin
- 2.7%
- Free cash flow yield
- 1.2%
Palo Alto Networks trades at 332× trailing earnings, pricier than 86% of the last ten years. Revenue was $11.5B over the last twelve months, up 24% on a year earlier with a 3% net margin.
Charts
Financials
| Income statement | Q1 FY24 | Q2 FY24 | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| $1.9B | $2B | $2B | $2.2B | $2.1B+14% | $2.3B+14% | $2.3B+15% | $2.5B+16% | $2.5B+16% | $2.6B+15% | $3B+31% | $3.4B+35% | |
| Cost of revenue | $472.8M | $499.1M | $513.6M | $573.5M | $554M+17% | $599M+20% | $619M+21% | $679M+18% | $638M+15% | $685M+14% | $974M+57% | $1.1B+63% |
| Gross profit | $1.4B | $1.5B | $1.5B | $1.6B | $1.6B+13% | $1.7B+12% | $1.7B+14% | $1.9B+15% | $1.8B+16% | $1.9B+15% | $2B+21% | $2.3B+24% |
| R&D | $409.5M | $447.9M | $457.2M | $495.4M | $481M+18% | $505M+13% | $494M+8% | $504M+2% | $528M+10% | $511M+1% | $734M+49% | $779M+55% |
| SG&A | $780.6M | $974.5M | $837.3M | $882.6M | $818M+5% | $912.1M−6% | $956.4M+14% | $856.6M−3% | $999M+22% | $1B+10% | $1.5B+54% | $1.4B+58% |
| $215.2M | $53.6M | $176.7M | $238.5M | $286M+33% | $241M+350% | $219M+24% | $497M+108% | $309M+8% | $397M+65% | −$183M | $172M−65% | |
| Interest expense | $2.9M | $2.8M | $2.3M | $300K | $1M−66% | $900K−68% | $700K−70% | $400K+33% | $0 | $0 | $0 | $0 |
| Pre-tax income | $282.6M | $135.5M | $251.2M | $318.7M | $368M+30% | $325M+140% | $311M+24% | $592M+86% | $412M+12% | $549M+69% | −$156M | −$269M |
| $88.4M | −$1.6B | −$27.6M | −$39.4M | $17M−81% | $58M | $49M | $338M | $78M+359% | $117M+102% | $21M−57% | $13M−96% | |
| Net income | $194.2M | $1.7B | $278.8M | $358.1M | $351M+81% | $267M−85% | $262M−6% | $254M−29% | $334M−5% | $432M+62% | −$177M | −$282M |
| $0.28 | $2.44 | $0.39 | $0.51 | $0.49+75% | $0.38−84% | $0.37−5% | $0.36−29% | $0.47−4% | $0.61+61% | −$0.22 | — | |
| 699.6M | 715M | 709.3M | 707.8M | 709M+1% | 709M−1% | 707M−0% | 709M+0% | 709M+0% | 711M+0% | 801M+13% | 764M+8% |
From each company's 10-Q and 10-K filings. Fiscal years are four fiscal quarters added up; balance sheet lines are as of the period's end. Growth is on the same period a year earlier.
Estimates
Next earnings report: .
Analyst consensus for the next eight quarters, with the range from the lowest to the highest estimate, is part of Superworth Pro.
Peers
Companies in Software - Infrastructure within ten times Palo Alto Networks's size, closest in size first.
| Company | Market cap | PE | Its 10y median PE | Fwd PE | P/S | Revenue growth | Net margin |
|---|---|---|---|---|---|---|---|
| PANWPalo Alto Networks, Inc. | $331.8B | 332× | 116× | 28.9× | +24% | 2.7% | |
| ORCLOracle Corporation | $434.1B | 22.5× | 27.5× | 6.0× | +22% | 26.4% | |
| PLTRPalantir Technologies Inc. | $466.5B | 166× | 372× | 75.8× | +79% | 49.0% | |
| FTNTFortinet, Inc. | $138.9B | 66.6× | 56.6× | 18.4× | +19% | 28.2% | |
| SNPSSynopsys, Inc. | $96.3B | 88.8× | 54.0× | 10.2× | +46% | 11.4% | |
| XYZBlock, Inc. | $45.7B | 136× | 57.2× | 1.8× | +5% | 1.4% | |
| TWLOTwilio Inc. | $41.9B | 38.0× | 327× | 7.5× | +18% | 20.6% | |
| OKTAOkta, Inc. | $38.1B | 131× | 104× | 12.4× | +11% | 9.6% | |
| Peer median | $96.3B | 88.8× | 57.2× | 10.2× | +19% | 20.6% |
About
- Chief executive
- Nikesh Arora, since 2018Came from Google and SoftBank, CEO since 2018. Founder Nir Zuk retired as CTO in 2025. Source
- Industry
- Software - Infrastructure
- Sector
- Technology
Valuation data, not investment advice. Prices as of .