Palo Alto reported fourth-quarter earnings, with sales up 34% to $3.41 billion and adjusted operating margins flat at 30%. The firm's next-generation security annual recurring revenue grew 63% to $9.10 billion, with artificial intelligence being an incremental driver.
Palo Alto has strong secular tailwinds as security operations, cloud security, and the convergence of networking and security are projected to grow rapidly.
Large public cloud vendors often offer their own cybersecurity solutions, which could hamper Palo Alto’s growth opportunities.
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Metric
|
PANW
|
CRWD
|
CSCO
|
|---|---|---|---|
Price/Earnings (Normalized) | 103.46 | 240.81 | 25.18 |
Price/Book Value | 11.75 | 53.40 | 8.53 |
Price/Sales | 26.37 | 50.44 | 6.85 |
Price/Cash Flow | 76.18 | 132.70 | 23.40 |
|
Metric
|
PANW
|
CRWD
|
CSCO
|
|---|---|---|---|
Quick Ratio | 0.73 | 1.37 | 0.64 |
Current Ratio | 0.87 | 1.57 | 0.93 |
Interest Coverage | — | −2.96 | 11.30 |
|
Metric
|
PANW
|
CRWD
|
CSCO
|
|---|---|---|---|
Return on Assets (Normalized) | 8.79% | 10.64% | 13.87% |
Return on Equity (Normalized) | 18.08% | 26.00% | 35.85% |
Return on Invested Capital (Normalized) | 15.20% | 19.39% | 22.89% |
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1-Day Chart
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Morningstar Rating for Stocks
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United States