Palo Alto Networks, Inc.

NasdaqGS:PANW Stock Report

Market Cap: US$122.6b

Palo Alto Networks Management

Management criteria checks 3/4

Palo Alto Networks' CEO is Nikesh Arora, appointed in Jun 2018, has a tenure of 6.5 years. total yearly compensation is $58.04M, comprised of 1.7% salary and 98.3% bonuses, including company stock and options. directly owns 0.16% of the company’s shares, worth $193.00M. The average tenure of the management team and the board of directors is 3.8 years and 9.8 years respectively.

Key information

Nikesh Arora

Chief executive officer

US$58.0m

Total compensation

CEO salary percentage1.7%
CEO tenure6.5yrs
CEO ownership0.2%
Management average tenure3.8yrs
Board average tenure9.8yrs

Recent management updates

Recent updates

Palo Alto's Underwhelming Monetization Cadence Remains Overly Expensive - Downgrade To Sell

Dec 03

The Strong Earnings Posted By Palo Alto Networks (NASDAQ:PANW) Are A Good Indication Of The Strength Of The Business

Nov 28
The Strong Earnings Posted By Palo Alto Networks (NASDAQ:PANW) Are A Good Indication Of The Strength Of The Business

Palo Alto Networks, Inc.'s (NASDAQ:PANW) Share Price Could Signal Some Risk

Nov 25
Palo Alto Networks, Inc.'s (NASDAQ:PANW) Share Price Could Signal Some Risk

Palo Alto Networks Q1 Earnings: Platforming For Success; Mixed Growth Profile

Nov 21

At US$402, Is Palo Alto Networks, Inc. (NASDAQ:PANW) Worth Looking At Closely?

Nov 14
At US$402, Is Palo Alto Networks, Inc. (NASDAQ:PANW) Worth Looking At Closely?

Palo Alto Networks: Transforming Cybersecurity Through Platformization, Buy

Nov 14

Palo Alto Networks Is Plowing Through Its Margin Expansion

Nov 01

Is Palo Alto Networks (NASDAQ:PANW) A Risky Investment?

Oct 23
Is Palo Alto Networks (NASDAQ:PANW) A Risky Investment?

Palo Alto Networks: Floundering Growth And Questionable Cash Flows

Oct 08

Palo Alto Networks, Inc.'s (NASDAQ:PANW) Intrinsic Value Is Potentially 55% Above Its Share Price

Oct 01
Palo Alto Networks, Inc.'s (NASDAQ:PANW) Intrinsic Value Is Potentially 55% Above Its Share Price

Palo Alto Networks: Rule Of 40 Points To A Hold

Sep 27

We Like These Underlying Return On Capital Trends At Palo Alto Networks (NASDAQ:PANW)

Sep 20
We Like These Underlying Return On Capital Trends At Palo Alto Networks (NASDAQ:PANW)

Palo Alto Networks: Saying Goodbye To The Rule Of 40 (Rating Downgrade)

Aug 25

Risks To Shareholder Returns Are Elevated At These Prices For Palo Alto Networks, Inc. (NASDAQ:PANW)

Aug 17
Risks To Shareholder Returns Are Elevated At These Prices For Palo Alto Networks, Inc. (NASDAQ:PANW)

Palo Alto Networks Q4 FY2024 Preview: Growth-Valuation Mismatch, Avoid Buying

Aug 16

If EPS Growth Is Important To You, Palo Alto Networks (NASDAQ:PANW) Presents An Opportunity

Aug 06
If EPS Growth Is Important To You, Palo Alto Networks (NASDAQ:PANW) Presents An Opportunity

Palo Alto Networks' Deferred Growth Concerns Are Myopic

Jul 26

Is Now The Time To Look At Buying Palo Alto Networks, Inc. (NASDAQ:PANW)?

Jul 26
Is Now The Time To Look At Buying Palo Alto Networks, Inc. (NASDAQ:PANW)?

Palo Alto Networks (NASDAQ:PANW) Seems To Use Debt Rather Sparingly

Jul 04
Palo Alto Networks (NASDAQ:PANW) Seems To Use Debt Rather Sparingly

Palo Alto Networks: Anticipate Near-Term Volatility

Jun 25

Palo Alto Networks: Efficiently Absorbing Tailwinds

Jun 18

An Intrinsic Calculation For Palo Alto Networks, Inc. (NASDAQ:PANW) Suggests It's 38% Undervalued

Jun 01
An Intrinsic Calculation For Palo Alto Networks, Inc. (NASDAQ:PANW) Suggests It's 38% Undervalued

Palo Alto Networks Lays Out Their AI Strategy

May 29

Palo Alto Networks: We Have Concerns After Q3 Earnings

May 23

Palo Alto Networks: The Turnaround Is Unfolding After The Scare

May 17

Here's Why We Think Palo Alto Networks (NASDAQ:PANW) Is Well Worth Watching

May 05
Here's Why We Think Palo Alto Networks (NASDAQ:PANW) Is Well Worth Watching

Palo Alto Networks: Fierce Competition, Shares Remain Near Fair Value

Apr 26

Palo Alto Networks, Inc.'s (NASDAQ:PANW) Price Is Out Of Tune With Revenues

Apr 23
Palo Alto Networks, Inc.'s (NASDAQ:PANW) Price Is Out Of Tune With Revenues

What Is Palo Alto Networks, Inc.'s (NASDAQ:PANW) Share Price Doing?

Apr 12
What Is Palo Alto Networks, Inc.'s (NASDAQ:PANW) Share Price Doing?

Palo Alto Networks: SASE, SASO, And Beyond

Apr 08

These 4 Measures Indicate That Palo Alto Networks (NASDAQ:PANW) Is Using Debt Safely

Apr 01
These 4 Measures Indicate That Palo Alto Networks (NASDAQ:PANW) Is Using Debt Safely

Palo Alto Networks Is Overvalued, But Its Operations Are Compelling

Mar 27

Palo Alto Networks: Pivot To New Strategy Comes At The Right Time

Feb 26

Palo Alto Networks Still Has Gas In The Tank (Earnings Preview)

Feb 16

Palo Alto Networks: Attractive Next-Gen Portfolio But Richly Valued

Feb 08

Calculating The Intrinsic Value Of Palo Alto Networks, Inc. (NASDAQ:PANW)

Jan 23
Calculating The Intrinsic Value Of Palo Alto Networks, Inc. (NASDAQ:PANW)

Navigating Cybersecurity: CrowdStrike Vs. Palo Alto Networks Vs. SentinelOne

Jan 15

Pinning Down Palo Alto Networks, Inc.'s (NASDAQ:PANW) P/S Is Difficult Right Now

Jan 09
Pinning Down Palo Alto Networks, Inc.'s (NASDAQ:PANW) P/S Is Difficult Right Now

Is Palo Alto Networks (NASDAQ:PANW) Using Too Much Debt?

Dec 27
Is Palo Alto Networks (NASDAQ:PANW) Using Too Much Debt?

CEO Compensation Analysis

How has Nikesh Arora's remuneration changed compared to Palo Alto Networks's earnings?
DateTotal CompensationSalaryCompany Earnings
Oct 31 2024n/an/a

US$3b

Jul 31 2024US$58mUS$1m

US$3b

Apr 30 2024n/an/a

US$2b

Jan 31 2024n/an/a

US$2b

Oct 31 2023n/an/a

US$614m

Jul 31 2023US$151mUS$750k

US$440m

Apr 30 2023n/an/a

US$215m

Jan 31 2023n/an/a

US$34m

Oct 31 2022n/an/a

-US$143m

Jul 31 2022US$10mUS$250k

-US$267m

Apr 30 2022n/an/a

-US$390m

Jan 31 2022n/an/a

-US$461m

Oct 31 2021n/an/a

-US$510m

Jul 31 2021US$23mUS$333k

-US$499m

Apr 30 2021n/an/a

-US$438m

Jan 31 2021n/an/a

-US$368m

Oct 31 2020n/an/a

-US$300m

Jul 31 2020US$2mUS$667k

-US$267m

Apr 30 2020n/an/a

-US$229m

Jan 31 2020n/an/a

-US$174m

Oct 31 2019n/an/a

-US$103m

Jul 31 2019US$24mUS$1m

-US$82m

Apr 30 2019n/an/a

-US$54m

Jan 31 2019n/an/a

-US$74m

Oct 31 2018n/an/a

-US$97m

Jul 31 2018US$126mUS$156k

-US$122m

Compensation vs Market: Nikesh's total compensation ($USD58.04M) is above average for companies of similar size in the US market ($USD12.85M).

Compensation vs Earnings: Nikesh's compensation has been consistent with company performance over the past year.

CEO

Nikesh Arora (56 yo)

6.5yrs

Tenure

US$58,036,875

Compensation

Mr. Nikesh Arora, C.F.A., serves as the Chairman and Chief Executive Officer of Palo Alto Networks, Inc. since joining it on June 06, 2018. Mr. Arora was an Advisor of SoftBank Group Corp. since July 1, 20...

Leadership Team

NamePositionTenureCompensationOwnership
Nikesh Arora
Chairman & CEO6.5yrsUS$58.04m0.16%
$ 193.0m
William Jenkins
President3.3yrsUS$18.03m0.0019%
$ 2.3m
Nir Zuk
Founder19.8yrsUS$12.30m0.64%
$ 783.2m
Dipak Golechha
Executive VP & CFO3.8yrsUS$14.62m0.020%
$ 24.0m
Lee Klarich
Executive VP & Chief Product Officer7.3yrsUS$20.34m0.17%
$ 206.5m
Yuming Mao
Founder & Chief Architect19.9yrsno datano data
Josh Paul
Senior VP & Chief Accounting Officer3.3yrsno data0.0026%
$ 3.2m
Meerah Rajavel
Chief Information Officer2.7yrsno datano data
Bruce Byrd
Executive VP3.9yrsno datano data
Walter Pritchard
Senior Vice President of Investor Relations & Corporate Developmentno datano datano data
K. Unnikrishnan
Chief Marketing Officer1.8yrsno datano data
Aimee Hoyt
Chief People Officerless than a yearno datano data

3.8yrs

Average Tenure

52yo

Average Age

Experienced Management: PANW's management team is considered experienced (3.8 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
Nikesh Arora
Chairman & CEO6.5yrsUS$58.04m0.16%
$ 193.0m
Nir Zuk
Founder19.8yrsUS$12.30m0.64%
$ 783.2m
James Goetz
Independent Director19.7yrsno data0.061%
$ 75.1m
Richard Spires
Member of Public Sector Advisory Council9.8yrsno datano data
Peter Pace
Member of Public Sector Advisory Council9.8yrsno datano data
John Donovan
Lead Independent Director12.3yrsUS$477.62k0.0054%
$ 6.6m
Lorraine Twohill
Independent Director5.7yrsUS$405.20k0.0061%
$ 7.4m
Carl Eschenbach
Independent Director11.6yrsUS$388.70k0.0027%
$ 3.3m
Mary McCarthy
Independent Director8.2yrsUS$427.51k0.0078%
$ 9.5m
Rhett Hernandez
Member of Public Sector Advisory Council9.8yrsno datano data
Bruce McConnell
Member of Public Sector Advisory Council9.8yrsno datano data
John Key
Independent Director5.7yrsUS$438.51k0.0025%
$ 3.1m

9.8yrs

Average Tenure

62yo

Average Age

Experienced Board: PANW's board of directors are considered experienced (9.8 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/22 01:40
End of Day Share Price 2024/12/20 00:00
Earnings2024/10/31
Annual Earnings2024/07/31

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 here.

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 .

Analyst Sources

Palo Alto Networks, Inc. is covered by 88 analysts. 52 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
Joseph BonnerArgus Research Company
Shrenik KothariBaird