Palo Alto Networks provides cybersecurity products spanning network, cloud, and security operations. Its offerings include next-generation firewalls, Prisma cloud security, and Cortex threat detection and response, combined through platform-oriented services. Customers purchase hardware, software subscriptions, and support to protect applications, users, devices, and infrastructure against cyberattacks.
Palo Alto Networks Inc. (PANW) has a MarketKingdoms composite score of 66.2 (B), an B-range rating. It ranks 685th of 1,866 covered companies, 105th of 176 in Technology (sector average 67.1) and 17th of 24 in Software - Infrastructure. Scores as of 2026-10-26.
Its strongest lenses are Industry opportunity at 89 (Technology average 88) and Catalyst watch at 89 (Technology average 76). Its weakest lenses are Price (valuation) at 17 (sector average 50) and Quality (profitability) at 47 (sector average 50).
| Lens | Type | PANW | Technology average | Software - Infrastructure average | Percentile in sector |
|---|---|---|---|---|---|
| Industry opportunity | Research signal | 89 | 88 | 89 | 56th |
| Stock selection | Research signal | 84 | 82 | 82 | 59th |
| KPI momentum | Research signal | 80 | 84 | 84 | 29th |
| Catalyst watch | Research signal | 89 | 76 | 78 | 99th |
| Price (valuation) | Fundamental lens | 17 | 50 | 42 | 10th |
| Expansion (growth) | Fundamental lens | 49 | 51 | 51 | 49th |
| Quality (profitability) | Fundamental lens | 47 | 50 | 54 | 45th |
| Trend (momentum) | Fundamental lens | 82 | 50 | 60 | 97th |
The most recent call analysed was held on 2026-09-01 (fiscal 2026 Q4). MarketKingdoms checks what management promised on each call against what it later delivered.
The stock's valuation gap is -3.9%: its price is in line with the path its market, sector and industry moves explain. Factor sensitivity: market beta -1.30, sector beta -0.31, industry beta 2.36; the factor model explains 69% of its moves (R²).
| Company | Composite | Grade | Valuation gap |
|---|---|---|---|
| Corpay Inc. (CPAY) | 75.0 | B+ | -14.9% |
| GoDaddy Inc. (GDDY) | 73.1 | B+ | -6.7% |
| Palantir Technologies Inc. (PLTR) | 73.1 | B+ | -18.6% |
| NetApp Inc. (NTAP) | 72.4 | B+ | +2.9% |
| Fortinet Inc. (FTNT) | 72.0 | B+ | -9.2% |
| Gen Digital Inc. (GEN) | 71.5 | B+ | -14.2% |
| F5 Inc. (FFIV) | 70.0 | B | -4.4% |
| Twilio Inc. (TWLO) | 69.9 | B | -23.2% |
Palo Alto Networks Inc. financial statements · Technology sector ranking · Software - Infrastructure industry ranking · All covered companies
The composite score (0–100, graded A+ to D-) blends research signals from each earnings call with fundamental lenses from SEC filings and market prices. Research signals: Industry opportunity, Stock selection, KPI momentum and Catalyst watch, read from what management said and whether it delivered. Fundamental lenses: Price (valuation), Expansion (growth), Quality (profitability) and Trend (momentum). Scores are recalculated every night and after every earnings call. The valuation gap compares the actual price path with the path the stock's market, sector and industry moves explain; it is a model comparison, not a fair-value estimate.
General information, not investment advice.