Palo Alto Networks Inc (PANW) is overvalued and Synopsys Inc (SNPS) is slightly overvalued.
Both trade above our estimate of their intrinsic value. SNPS is the closer of the two: -9%, against -152% for PANW.
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 8.8x revenue multiple, adjusted for growth and margin, values the shares at $376.85; the price of $409.24 is 9% above that value.
Leak Score 33/100 on 10 of 12 signals
| Metric | PANW | SNPS |
|---|---|---|
| Verdict | Overvalued | Slightly overvalued |
| Price | $374.57 | $409.24 |
| Intrinsic value | $148.73 | $376.85 |
| Margin of safety | -152% | -9% |
| Leak Score | 53/100 (9/12) | 33/100 (10/12) |
| Market cap | $306.4B | $78.4B |
| Revenue growth, 5 years | 21.9% | 13.9% |
| Operating margin | 5.4% | 12.1% |
| Net margin | 2.7% | 11.4% |
| Return on equity | 1.7% | 3.7% |
| Debt to equity | 0.09 | 0.35 |
| P/E | 730.9x | 72.3x |
| Forward P/E | 76.9x | 23.2x |
| P/B | 11.1x | 2.5x |