PANW Soars 18% In A Single Month: How Does It Compare With Others?
Here is how Palo Alto Networks (PANW) stacks up against its peers in size, valuation, growth and margin.
- PANW’s operating margin of 13.5% is strong, lower than most peers – trailing MSFT (45.6%).
- PANW’s revenue growth of 14.9% in the last 12 months is strong, outpacing CSCO, CRSR but lagging MSFT, NOW.
- PANW’s stock gained 14.8% over the past year and trades at a PE of 117.1, though peers like CSCO, CRSR, MSFT delivered stronger returns.
As a quick background, Palo Alto Networks provides global cybersecurity solutions including firewall appliances, security management, and subscription services for threat prevention, malware protection, URL filtering, and device security.
| PANW | CSCO | CRSR | MSFT | NOW | |
|---|---|---|---|---|---|
| Market Cap ($ Bil) | 132.8 | 266.7 | 0.9 | 3,703.2 | 193.4 |
| Revenue ($ Bil) | 9.2 | 56.7 | 1.4 | 281.7 | 12.1 |
| PE Ratio | 117.1 | 26.2 | -11.5 | 36.4 | 116.4 |
| LTM Revenue Growth | 14.9% | 5.3% | 2.1% | 14.9% | 21.1% |
| LTM Operating Margin | 13.5% | 22.1% | -2.4% | 45.6% | 13.3% |
| LTM FCF Margin | 37.6% | 23.5% | 8.5% | 25.4% | 31.6% |
| 12M Market Return | 14.8% | 41.2% | 44.5% | 23.8% | 9.1% |
Why does this matter? PANW just went up 18.3% in a month – peer comparison puts stock performance, valuation, and financials in context – highlighting whether it is truly outperforming, lagging behind, and above all – can this continue? Read Buy or Sell PANW Stock to see if Palo Alto Networks holds up as a quality investment. Furthermore, there is always a risk of fall after a strong rally – see how the stock has dipped and recovered in the past through PANW Dip Buyer Analysis lens.
While peer comparison is critical Trefis High Quality Portfolio evaluates much more, and is designed to reduce stock-specific risks while giving upside exposure.
Revenue Growth Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| PANW | 14.9% | 14.9% | 16.5% | 25.3% | |
| CSCO | 5.3% | 5.3% | -5.6% | 10.6% | |
| CRSR | 2.1% | – | -9.8% | 6.2% | -27.8% |
| MSFT | 14.9% | 14.9% | 15.7% | 6.9% | |
| NOW | 21.1% | – | 22.4% | 23.8% | 22.9% |
Operating Margin Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| PANW | 13.5% | 13.5% | 8.5% | 5.6% | |
| CSCO | 22.1% | 22.1% | 24.1% | 27.3% | |
| CRSR | -2.4% | – | -3.8% | 0.7% | -4.0% |
| MSFT | 45.6% | 45.6% | 44.6% | 41.8% | |
| NOW | 13.3% | – | 12.4% | 8.5% | 4.9% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| PANW | 117.1 | 106.3 | 36.5 | 96.2 | |
| CSCO | 26.2 | 23.1 | 19.8 | 15.5 | |
| CRSR | -11.5 | – | -8.1 | -557.9 | -24.0 |
| MSFT | 36.4 | 30.8 | 31.7 | 24.7 | |
| NOW | 116.4 | – | 153.1 | 83.3 | 240.6 |
The Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 – the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.