Added to YB: 2025-03-31
Pitch date: 2025-03-27
PANW [neutral]
Palo Alto Networks, Inc.
+6.88%
current return
Author Info
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Company Info
Palo Alto Networks, Inc. provides cybersecurity solutions in the Americas, Europe, the Middle East, Africa, the Asia Pacific, and Japan.
Market Cap
$133.6B
Pitch Price
$173.91
Price Target
N/A
Dividend
N/A
EV/EBITDA
86.07
P/E
121.32
EV/Sales
13.59
Sector
Software
Category
growth
Palo Alto Networks: Cybersecurity Leader with Massive Growth Potential
PANW (overview): Cybersecurity leader, $8.03B rev, $2.58B net income FY24. 14% YoY growth, 76.6% GM. Strong moat: scale, network effect, IP. 3 segments: Network, Cloud, SecOps. Valuation high (54.4x P/E), but fair vs peers. Platformization strategy showing results. Key risks: slowing subscription growth, flat Net New ARR.
Read full article (11 min)