stocksbrew

PANW vs PLTR

as of Friday's close

as of Friday's close

  • PANWBuy morein the past month−19%

    Palo Alto Networks fell 19% over the past month, far more than other software stocks (down 7.5%), but its sales grew 24% over the past year.

  • PLTRBuy morein the past month−20%

    Buy more below $160, 4.5% under Friday's $168.

Percent return

  • PANW+57.37%
  • PLTR−2.41%

Nov 13, 2025 to Nov 13, 2026

Where they differ

PLTR leads on 4 of 6
PANWPLTR
  • Company size: PANW $257B, PLTR $386B.
  • Sales growth, 1 yr: PANW +25%, PLTR +87%. PLTR is ahead.
  • Price for $1 of next year's profit: PANW $75, PLTR $70. PLTR is ahead.
  • Profit per $1 of sales: PANW 7¢, PLTR 46¢. PLTR is ahead.
  • Cash minus debt: PANW +$504M, PLTR +$10.3B. PLTR is ahead.
  • Price change, 1 yr: PANW +57%, PLTR −2.4%. PANW is ahead. S&P 500 +13%.
  • How much the price swings: PANW 59%, PLTR 67%. PANW is ahead.
MeasurePANWPalo Alto NetworksPLTRPalantir Technologies
Price and returns
Price$322.10$167.98
FridayBest in this row: −0.17%−2.10%
1 monthBest in this row: −18.84%−19.49%
3 months−18.66%Best in this row: −6.16%
This yearBest in this row: +74.94%−5.49%
1 yearBest in this row: +57.37%−2.41%
5 years+275.29%Best in this row: +635.83%
From 52-week high−23.3%−19.6%
How much it swings (90 days)Best in this row: 59%67%
Valuation
Market value$257B$386B
Price vs last year's earnings612.4×Best in this row: 112.4×
Price vs next year's expected earnings75.1×Best in this row: 69.8×
Price vs earnings, adjusted for growth5.88×Best in this row: 0.91×
Price to salesBest in this row: 22.3×53.0×
Price vs cash it brings inBest in this row: 62.3×95.3×
Company value vs operating profit164.0×Best in this row: 112.1×
Price vs earnings, against its own past (0 = cheapest)HighestBest in this row: Lowest
Growth
Revenue growth, 1 year+24.5%Best in this row: +87.1%
Revenue growth a year, last 3 years+18.5%Best in this row: +32.9%
Earnings per share growth, last year−33.0%Best in this row: +283.8%
Earnings per share growth expected next year+16.1%Best in this row: +49.4%
Profitability
Kept from sales after making the product70.4%Best in this row: 84.7%
Kept as operating profit7.0%Best in this row: 45.6%
Kept as final profit2.7%Best in this row: 50.3%
Kept as spare cash35.8%Best in this row: 55.6%
Profit on shareholders' money1.7%Best in this row: 40.9%
Profit on all money put in1.7%Best in this row: 386.9%
Balance sheet
Net cash (cash minus debt)$504MBest in this row: $10.3B
Debt for each $1 of shareholders' money0.09×Best in this row: 0.02×
Short-term assets per $1 of bills due0.87×Best in this row: 7.10×
Our readPro
Our callBuy moreBuy more
WhyPalo Alto Networks fell 19% over the past month, far more than other software stocks (down 7.5%), but its sales grew 24% over the past year.Palantir fell 20% over the past month, far more than other software stocks (down 7.5%), but its sales grew 87% over the past year.
Where the price sitsin the full reportIn betweenbuy more under $160
Our overall score (out of 100)47Best in this row: 76
Our value score19Best in this row: 47
Our growth score42Best in this row: 100
Our quality score54Best in this row: 91
Our price trend scoreBest in this row: 7154
Earnings and analysts
Next earningsNov 18AMCin 3 days–
Analyst consensusBuyBuy
To average analyst target+28.5%Best in this row: +36.4%
Average analyst target$414.03$229.09
Analysts rating it a buyBest in this row: 76%67%
Buy ratings added, 3 months−2Best in this row: +1
Analysts covering3925

PLTR: faster growth at a lower P/E

Our pick of these: Palantir Technologies

Buy more

Sales growth +87.1% vs +24.5%

PANW +24.5%, PLTR +87.1%.

Forward P/E per point of sales growth 0.80 vs 3.06

PANW 3.06, PLTR 0.80.

Keeps 45.6% of sales as operating profit, vs 7.0%

PANW 7.0%, PLTR 45.6%.

Where it loses: PANW has a better past year, +57.4% vs −2.4%

  • 2ndPANWBuy moreWould need faster sales growth, +24.5% vs +87.1%

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Backtest as a basket

Prices as of Friday, 3:59 PM ET. A view, not advice.

Against their other rivals

Weekend

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Market opens Monday, Nov 16 at 9:30 AM ET