Palo Alto Networks, Inc.

BMV:PANW * Stock Report

Market Cap: Mex$3.7t

Palo Alto Networks Valuation

Is PANW * 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 Future Cash Flow Value

What is the Fair Price of PANW * 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: PANW * (MX$4487) is trading above our estimate of future cash flow value (MX$2455.83)

Significantly Below Future Cash Flow Value: PANW * 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 PANW *?

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

The above table shows the Price to Sales ratio for PANW *. This is calculated by dividing PANW *'s market cap by their current revenue.
What is PANW *'s PS Ratio?
PS Ratio21.4x
SalesUS$9.89b
Market CapUS$211.33b

Price to Sales Ratio vs Peers

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

The above table shows the PS ratio for PANW * vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PSEstimated GrowthMarket Cap
Peer Average16.3x
CRWD CrowdStrike Holdings
35.1x16.67%US$168.9b
NOW ServiceNow
7.5x15.30%US$105.3b
FTNT Fortinet
13.8x10.14%US$98.1b
ORCL Oracle
8.6x28.45%US$552.4b
PANW * Palo Alto Networks
21.4x14.66%Mex$211.3b

Price-To-Sales vs Peers: PANW * is expensive based on its Price-To-Sales Ratio (21.4x) compared to the peer average (16.3x).

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 PANW *'s PS Ratio compare vs other companies in the Global Software Industry?

257 CompaniesPrice / SalesEstimated GrowthMarket Cap
PANW * 21.4xIndustry Avg. 2.8xNo. of Companies278PS02.85.68.411.214+
257 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Sales vs Industry: PANW * is expensive based on its Price-To-Sales Ratio (21.4x) compared to the Global Software industry average (2.8x).

Price to Sales Ratio vs Fair Ratio

What is PANW *'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.

PANW * PS Ratio vs Fair Ratio.
Fair Ratio
Current PS Ratio21.4x
Fair PS Ration/a

Price-To-Sales vs Fair Ratio: Insufficient data to calculate PANW *'s Price-To-Sales Fair Ratio for valuation analysis.

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 PANW * forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentMex$4,487.00
Mex$3,925.27
-12.52%
17.74%Mex$5,529.92Mex$1,970.03n/a49
May ’27Mex$3,136.84
Mex$3,585.42
+14.30%
12.77%Mex$4,609.16Mex$1,982.81n/a50
Apr ’27Mex$2,868.00
Mex$3,706.82
+29.25%
12.47%Mex$4,749.33Mex$2,043.11n/a49
Mar ’27Mex$2,553.92
Mex$3,586.27
+40.42%
12.85%Mex$4,551.03Mex$1,957.80n/a47
Feb ’27Mex$3,088.19
Mex$3,957.89
+28.16%
10.69%Mex$4,630.35Mex$2,288.96n/a48
Jan ’27Mex$3,364.10
Mex$4,062.90
+20.77%
11.77%Mex$4,598.34Mex$2,362.28n/a49
Dec ’26Mex$3,435.00
Mex$4,126.22
+20.12%
11.74%Mex$4,688.07Mex$2,408.38n/a48
Nov ’26Mex$4,052.00
Mex$4,008.33
-1.08%
11.30%Mex$4,599.28Mex$2,410.02n/a48
Oct ’26Mex$3,790.00
Mex$3,947.55
+4.16%
10.95%Mex$4,498.54Mex$2,405.34n/a48
Sep ’26Mex$3,505.00
Mex$3,990.84
+13.86%
10.86%Mex$4,480.34Mex$2,445.52n/a47
Aug ’26Mex$3,280.00
Mex$4,016.58
+22.46%
11.15%Mex$4,438.92Mex$2,323.35n/a47
Jul ’26Mex$3,704.00
Mex$3,973.83
+7.28%
10.91%Mex$4,401.95Mex$2,304.00n/a50
Jun ’26Mex$3,675.80
Mex$4,110.51
+11.83%
10.90%Mex$4,558.55Mex$2,385.97n/a49
May ’26Mex$3,661.26
Mex$4,142.77
+13.15%
10.98%Mex$4,608.37Mex$2,412.04Mex$3,136.8447
Apr ’26Mex$3,484.00
Mex$4,334.12
+24.40%
10.97%Mex$4,879.51Mex$2,500.75Mex$2,868.0049
Mar ’26Mex$3,904.82
Mex$4,385.42
+12.31%
11.11%Mex$4,917.96Mex$2,520.45Mex$2,553.9248
Feb ’26Mex$3,906.56
Mex$4,152.88
+6.31%
14.00%Mex$4,932.14Mex$2,311.94Mex$3,088.1949
Jan ’26Mex$3,815.55
Mex$4,265.13
+11.78%
12.14%Mex$5,004.05Mex$2,345.65Mex$3,364.1049
Dec ’25Mex$3,951.48
Mex$4,180.26
+5.79%
9.97%Mex$4,728.10Mex$2,809.98Mex$3,435.0049
Nov ’25Mex$3,641.90
Mex$3,847.23
+5.64%
8.73%Mex$4,503.60Mex$2,762.21Mex$4,052.0050
Oct ’25Mex$3,335.00
Mex$3,736.63
+12.04%
7.78%Mex$4,137.50Mex$2,718.93Mex$3,790.0048
Sep ’25Mex$3,600.80
Mex$3,756.59
+4.33%
6.83%Mex$4,125.20Mex$3,014.57Mex$3,505.0048
Aug ’25Mex$3,008.00
Mex$3,246.25
+7.92%
8.20%Mex$3,672.42Mex$2,578.29Mex$3,280.0048
Jul ’25Mex$3,140.00
Mex$3,140.05
+0.0017%
7.94%Mex$3,521.88Mex$2,515.63Mex$3,704.0048
Jun ’25Mex$2,479.32
Mex$2,877.67
+16.07%
8.02%Mex$3,265.90Mex$2,332.78Mex$3,675.8048
May ’25Mex$2,508.50
Mex$2,866.32
+14.26%
9.47%Mex$3,471.32Mex$2,260.20Mex$3,661.2647
Mex$3.91k
Fair Value
14.7% 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 Analysis2026/05/26 16:17
End of Day Share Price 2026/05/22 00:00
Earnings2026/01/31
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 80 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
Adam ShepherdArete Research Services LLP
Ellie BagshawArete Research Services LLP
Joseph BonnerArgus Research Company