-1.60%
2.04%
1.71%
20.69%
6.89%
117.22%
368.90%

Company Description

Palo Alto Networks, Inc.provides cybersecurity solutions worldwide.The company offers firewall appliances and software; Panorama, a security management solution for the control of firewall appliances and software deployed on an end-customer's network and instances in public or private cloud environments, as a virtual or a physical appliance; and virtual system upgrades, which are available as extensions to the virtual system capacity that ships with physical appliances.


It also provides subscription services covering the areas of threat prevention, malware and persistent threat, uniform resource locator filtering, laptop and mobile device protection, and firewall; and DNS security, Internet of Things security, SaaS security API, and SaaS security inline, as well as threat intelligence, and data loss prevention.In addition, the company offers cloud security, secure access, security analytics and automation, and threat intelligence and cyber security consulting; professional services, including architecture design and planning, implementation, configuration, and firewall migration; education services, such as certifications, as well as online and in-classroom training; and support services.Palo Alto Networks, Inc.


sells its products and services through its channel partners, as well as directly to medium to large enterprises, service providers, and government entities operating in various industries, including education, energy, financial services, government entities, healthcare, Internet and media, manufacturing, public sector, and telecommunications.The company was incorporated in 2005 and is headquartered in Santa Clara, California.

Market Data

Last Price 184.42
Change Percentage -1.60%
Open 188.77
Previous Close 187.42
Market Cap ( Millions) 121016
Volume 4780529
Year High 207.24
Year Low 130.04
M A 50 188.81
M A 200 171.97

Financial Ratios

FCF Yield 2.58%
Dividend Yield 0.00%
ROE 54.94%
Debt / Equity 17.34%
Net Debt / EBIDTA -89.67%
Price To Book 20.39
Price Earnings Ratio 44.09
Price To FCF 38.77
Price To sales 14.6
EV / EBITDA 85.4

News

Business Breakdown

Expected Mid-Term Growth

Segment nΒ°1 -> Subscription

Expected Growth : 20.1 %

What the company do ?

Palo Alto Networks' subscription provides access to advanced security features, threat intelligence, and support services for their next-generation firewalls and cloud security products.

Why we expect these perspectives ?

Growing demand for advanced security features, increasing adoption of cloud security solutions, and rising need for threat intelligence drive the growth of Palo Alto Networks' subscription services.

Segment nΒ°2 -> Support

Expected Growth : 15.4 %

What the company do ?

Palo Alto Networks, Inc. offers comprehensive support, including technical assistance, software updates, and training, to ensure customers get the most out of their cybersecurity solutions.

Why we expect these perspectives ?

Growing demand for cybersecurity solutions, increasing adoption of cloud-based services, and rising need for comprehensive support and training drive the growth of Palo Alto Networks' technical assistance and software updates segment.

Segment nΒ°3 -> Global Cybersecurity Provider

Expected Growth : 15.4 %

What the company do ?

Palo Alto Networks, Inc. is a global cybersecurity provider offering advanced security solutions to protect organizations from cyber threats and attacks.

Why we expect these perspectives ?

Growing demand for cloud-based security solutions, increasing adoption of AI-powered security tools, and rising need for cybersecurity in IoT devices drive the growth of Palo Alto Networks' advanced security solutions.

Palo Alto Networks, Inc. Products

Product Range What is it ?
Next-Generation Firewalls (NGFWs) Palo Alto Networks' NGFWs provide advanced threat prevention, URL filtering, and application visibility and control.
Panorama Panorama is a centralized security management system that provides visibility, control, and automation across the entire network.
Prisma Access Prisma Access is a cloud-based security service that provides secure access to the internet, SaaS applications, and cloud services.
Prisma SaaS Prisma SaaS is a cloud-based security service that provides visibility, control, and protection for SaaS applications.
Cortex XDR Cortex XDR is an extended detection and response (XDR) solution that provides advanced threat detection, investigation, and response capabilities.
Cortex Data Lake Cortex Data Lake is a cloud-based data analytics platform that provides real-time threat detection, incident response, and security analytics.
VM-Series VM-Series is a virtualized next-generation firewall that provides advanced threat prevention, URL filtering, and application visibility and control.
CN-Series CN-Series is a containerized next-generation firewall that provides advanced threat prevention, URL filtering, and application visibility and control.

Palo Alto Networks, Inc.'s Porter Forces

Palo Alto Networks, Inc. has a strong brand presence and its products are highly differentiated, making it difficult for substitutes to gain traction.

While customers have some bargaining power due to the presence of multiple players in the cybersecurity market, Palo Alto Networks, Inc.'s strong product offerings and customer loyalty programs help to mitigate this power.

Palo Alto Networks, Inc. has a diversified supplier base, and its suppliers do not have significant bargaining power due to the company's strong negotiating position.

While there are barriers to entry in the cybersecurity market, new entrants can still disrupt the market with innovative products and services. However, Palo Alto Networks, Inc.'s strong brand presence and established customer base provide some protection against new entrants.

The cybersecurity market is highly competitive, with multiple players vying for market share. Palo Alto Networks, Inc. faces intense competition from established players and new entrants, which can lead to pricing pressure and increased marketing expenses.

Capital Structure

Value
Debt Weight 56.50%
Debt Cost 4.24%
Equity Weight 43.50%
Equity Cost 9.75%
WACC 6.63%
Leverage 129.87%

Historical Valuation

Price/Earnings Ratio

Margin Valuation

Peers Valuation

Competitors

Company Rational
ORCL Oracle Corporation offers products and services that address enterprise information technology environments worldwide. Its Oracle cloud software as a service offering include various cloud software applications, including Oracle Fusion cloud …
SNPS Synopsys, Inc. provides electronic design automation software products used to design and test integrated circuits. The company offers Fusion Design Platform that provides digital design implementation solutions; Verification Continuum Platform …
FTNT Fortinet, Inc. provides broad, integrated, and automated cybersecurity solutions in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. It offers FortiGate hardware and software licenses that provide …
ADBE Adobe Inc. operates as a diversified software company worldwide. It operates through three segments: Digital Media, Digital Experience, and Publishing and Advertising. The Digital Media segment offers products, services, and …
CRWD CrowdStrike Holdings, Inc. provides cloud-delivered protection across endpoints and cloud workloads, identity, and data. It offers threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, …

Peers Metrics

DCF BETA

Parameters

Short Term Growth
Short term Time
Long-Term Growth
WACC
Target Price
184.42$
Current Price
184.42$
Potential
-0.00%

Expected Cash-Flows

Scoring Insights

Peers Group Analysis

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