Palo Alto Networks, Inc.

BIT:1PANW Stock Report

Market Cap: €235.7b

Palo Alto Networks Valuation

Is 1PANW undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

0/6

Valuation Score 0/6

  • Below Future Cash Flow Value

  • Significantly Below Future Cash Flow Value

  • Price-To-Sales vs Peers

  • Price-To-Sales vs Industry

  • Price-To-Sales vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of 1PANW when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Ultimate guide to DCF valuation for stock investing

Learn how to determine fair value like the best investors in the world.

Below Future Cash Flow Value: 1PANW (€307.5) is trading above our estimate of future cash flow value (€272.87)

Significantly Below Future Cash Flow Value: 1PANW is trading above our estimate of future cash flow value.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for 1PANW?

Key metric: As 1PANW is barely profitable we use its Price-To-Sales Ratio for relative valuation analysis.

The above table shows the Price to Sales ratio for 1PANW. This is calculated by dividing 1PANW's market cap by their current revenue.
What is 1PANW's PS Ratio?
PS Ratio27.1x
SalesUS$10.61b
Market CapUS$269.19b

Price to Sales Ratio vs Peers

How does 1PANW's PS Ratio compare to its peers?

The above table shows the PS ratio for 1PANW vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PSEstimated GrowthMarket Cap
Peer Average16.7x
CRWD CrowdStrike Holdings
42.1x16.87%US$191.3b
ORCL Oracle
5.5x24.62%US$378.9b
FTNT Fortinet
17.2x10.16%US$117.7b
CY4 Cy4gate
1.8x0.71%€228.9m
1PANW Palo Alto Networks
27.1x15.29%€269.2b

Price-To-Sales vs Peers: 1PANW is expensive based on its Price-To-Sales Ratio (27.1x) compared to the peer average (16.7x).

Historical Price to Sales Ratio

Historical Price to Sales Ratio compares a stock's price to its sales over time. Higher ratios indicate that investors are willing to pay more for the stock.

Fetching historical data

Price to Sales Ratio vs Industry

How does 1PANW's PS Ratio compare vs other companies in the IT Software Industry?

1 CompanyPrice / SalesEstimated GrowthMarket Cap
S3D Solid World Group
0.2xn/aUS$12.22m
No more companies available in this PS range
1PANW 27.1xIndustry Avg. 2.3xNo. of Companies3PS01.22.43.64.86+
1 CompanyEstimated GrowthMarket Cap
No more companies

Price-To-Sales vs Industry: 1PANW is expensive based on its Price-To-Sales Ratio (27.1x) compared to the European Software industry average (2.3x).

Price to Sales Ratio vs Fair Ratio

What is 1PANW's PS Ratio compared to its Fair PS Ratio? This is the expected PS Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

1PANW PS Ratio vs Fair Ratio.
Fair Ratio
Current PS Ratio27.1x
Fair PS Ratio25.3x

Price-To-Sales vs Fair Ratio: 1PANW is expensive based on its Price-To-Sales Ratio (27.1x) compared to the estimated Fair Price-To-Sales Ratio (25.3x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst 1PANW forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
Current€307.50
€285.84
-7.05%
16.30%€380.39€142.62n/a49
Jul ’27€312.20
€279.77
-10.39%
15.88%€380.56€142.68n/a50
Jun ’27€252.30
€203.02
-19.53%
19.04%€275.23€98.05n/a48
May ’27€151.82
€175.92
+15.87%
12.77%€226.15€97.29n/a50
Apr ’27€137.88
€178.95
+29.79%
12.47%€229.28€98.63n/a49
Mar ’27€124.12
€176.87
+42.50%
12.85%€224.46€96.56n/a47
Feb ’27€149.14
€191.00
+28.07%
10.69%€223.45€110.46n/a48
Jan ’27€159.54
€192.44
+20.62%
11.77%€217.80€111.89n/a49
Dec ’26€161.66
€194.12
+20.08%
11.74%€220.55€113.30n/a48
Nov ’26€189.84
€187.07
-1.46%
11.30%€214.65€112.48n/a48
Oct ’26€173.90
€183.71
+5.64%
10.95%€209.35€111.94n/a48
Sep ’26€162.86
€183.64
+12.76%
10.86%€206.16€112.53n/a47
Aug ’26€149.86
€183.64
+22.54%
11.15%€202.95€106.22n/a47
Jul ’26€167.88
€179.94
+7.18%
10.91%€199.33€104.33€312.2050
Jun ’26€168.16
€186.64
+10.99%
10.90%€206.99€108.34€252.3049
May ’26€163.76
€186.33
+13.78%
10.98%€207.27€108.49€151.8247
Apr ’26€157.36
€197.59
+25.57%
10.97%€222.46€114.01€137.8849
Mar ’26€182.20
€205.73
+12.91%
11.11%€230.71€118.24€124.1248
Feb ’26€180.68
€193.71
+7.21%
14.00%€230.06€107.84€149.1449
Jan ’26€177.64
€197.46
+11.16%
12.14%€231.67€108.60€159.5449
Dec ’25€183.63
€194.00
+5.65%
9.97%€219.43€130.41€161.6649
Nov ’25€167.90
€176.72
+5.25%
8.73%€206.87€126.88€189.8450
Oct ’25n/a
€169.85
0%
7.78%€188.08€123.59€173.9048
Sep ’25n/a
€171.02
0%
6.83%€187.80€137.24€162.8648
Aug ’25n/a
€160.14
0%
8.20%€181.16€127.19€149.8648
Jul ’25n/a
€160.22
0%
7.94%€179.70€128.36€167.8848
€283.52
Fair Value
8.5% overvalued intrinsic discount
49
Number of Analysts

Analyst Forecast: Target price is lower than the current share price.

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/14 03:31
End of Day Share Price 2026/07/14 00:00
Earnings2026/04/30
Annual Earnings2025/07/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Palo Alto Networks, Inc. is covered by 74 analysts. 50 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Ellie BagshawArete Research Services LLP
Adam ShepherdArete Research Services LLP
Joseph BonnerArgus Research Company