NASD · Technology · Software - Infrastructure · USA
Palo Alto Networks Inc is a mega cap company (market value over $200 billion) in the Software - Infrastructure industry.
Palo Alto Networks is a global artificial intelligence cybersecurity provider offering comprehensive security platforms and services. The company protects enterprise users, networks, clouds, endpoints, and identities through its Network & AI Security, Cortex, and Idira segments, along with threat intelligence and advisory services.
From its FY2026 annual report (Form 10-K)
Intrinsic value, DCF valuation, financial health and value investing analysis for the Palo Alto Networks Inc stock.
Overvalued: intrinsic value $26.14 per share, market price $346.95, margin of safety -1227.4% (as of 2026-10-19).
Discounting its cash flows at 9.8% (average of 3 methods) values the shares at $26.14; the price of $346.95 is 1227% above that value, and 75% of that value comes from beyond year five.
Leak Score: 45/100 on 11 of 12 signals (On Watch).
17 more funds hold it; the full list is part of the paid plan.
All 181 Software - Infrastructure stocks
76 more in this industry show a wider margin of safety.
PANW is overvalued (as of the 2026-10-19 close). Discounting its cash flows at 9.8% (average of 3 methods) values the shares at $26.14; the price of $346.95 is 1227% above that value, and 75% of that value comes from beyond year five.
$26.14 per share (as of the 2026-10-19 close), against a market price of $346.95. That is a margin of safety of -1227.4%. The value is the average of the valuation methods that apply to this company, recomputed every night after the US close.
No growth rate we can model gets the value up to the price: the price rests on something other than selling more. Yearly sales growth the price needs: more than 80%. Yearly sales growth it has sustained: 24.5%.
45 out of 100, which we rate "On Watch", on 11 of 12 value investing signals.