Palo Alto Networks Inc (PANW) is overvalued and Palantir Technologies Inc (PLTR) is overvalued.
Both trade above our estimate of their intrinsic value. PANW is the closer of the two: -152%, against -417% for PLTR.
Values as of the 22 Sept 2026 close.
A 10.4x revenue multiple, adjusted for growth and margin, values the shares at $148.73; the price of $374.57 is 152% above that value.
Leak Score 53/100 on 9 of 12 signals
A 12.5x revenue multiple, adjusted for growth and margin, values the shares at $35.76; the price of $184.99 is 417% above that value.
Leak Score 67/100 on 8 of 12 signals
| Metric | PANW | PLTR |
|---|---|---|
| Verdict | Overvalued | Overvalued |
| Price | $374.57 | $184.99 |
| Intrinsic value | $148.73 | $35.76 |
| Margin of safety | -152% | -417% |
| Leak Score | 53/100 (9/12) | 67/100 (8/12) |
| Market cap | $306.4B | $444.5B |
| Revenue growth, 5 years | 21.9% | 32.6% |
| Operating margin | 5.4% | 42.8% |
| Net margin | 2.7% | 49.0% |
| Return on equity | 1.7% | 38.4% |
| Debt to equity | 0.09 | 0.02 |
| P/E | 730.9x | 157.6x |
| Forward P/E | 76.9x | 80.9x |
| P/B | 11.1x | 45.5x |