AI Spotlight on PANW
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
- Feb -01 - Better Cybersecurity Stock: Palo Alto Networks vs. SentinelOne
- Jan -31 - 2 No-Brainer Artificial Intelligence (AI) Stocks to Buy With $260 in February
- Jan -30 - Palo Alto Networks (PANW) Surpasses Market Returns: Some Facts Worth Knowing
- Jan -30 - Better Artificial Intelligence (AI) Stock: Palo Alto Networks vs. SentinelOne
- Jan -29 - Final Trades: Chubb, Fortive Corp, Palo Alto and Taiwan Semi
- Jan -29 - 2 cybersecurity stocks to buy and add to your portfolio in 2025
- Jan -28 - IBM and Palo Alto Networks Find Platformization is Key to Reduce Cybersecurity Complexity
- Jan -25 - Is This Cybersecurity Stock-Split Stock a Buy Now?
- Jan -24 - Is Palo Alto Networks Stock a Buy?
- Jan -23 - Palo Alto Networks (PANW) Stock Dips While Market Gains: Key Facts
- Jan -23 - Saviynt Hires Former Palo Alto Networks Executive Ajay Garg as Chief Development Officer
- Jan -22 - Palo Alto Networks Prepares Organizations for Quantum Security with QRNG Open API
- Jan -21 - Cybersecurity's Outlook & TikTok's "Double-Edged Sword"
- Jan -21 - Why Palo Alto Networks Stock Is Jumping Today
- Jan -20 - SoundHound AI Stock vs. Palo Alto Networks Stock: Wall Street Says Only One Will Head Higher in 2025
- Jan -16 - Got $5,000? 3 Tech Stocks to Buy and Hold for the Long Term
- Jan -15 - Palo Alto Networks to Secure Great Britain's Emergency Services Network
- Jan -14 - Palo Alto Networks (PANW) Beats Stock Market Upswing: What Investors Need to Know
- Jan -14 - Palo Alto Trades at Premium Valuation: Buy, Hold or Sell the Stock?
- Jan -14 - Top 2 Tech Stocks That May Keep You Up At Night In Q1
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
Threat Of Substitutes
Palo Alto Networks, Inc. has a strong brand presence and its products are highly differentiated, making it difficult for substitutes to gain traction.
Bargaining Power Of Customers
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.
Bargaining Power Of Suppliers
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.
Threat Of New Entrants
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.
Intensity Of Rivalry
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% |
Palo Alto Networks, Inc. : Quality Control
Palo Alto Networks, Inc. passed 7 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
Company | Rational |
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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 β¦ |
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 β¦ |
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 β¦ |
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 β¦ |
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, β¦ |