Palo Alto Networks (PANW)
Information Technology · Enterprise cybersecurity platforms
A comprehensive cloud-native cybersecurity platform provider delivering integrated threat prevention, detection, and response solutions for enterprises globally.
What Palo Alto Networks does
Palo Alto Networks provides enterprise cybersecurity solutions built on a platformization strategy that integrates cloud-delivered security products and subscriptions. The company delivers threat prevention, detection, and response capabilities across network, endpoint, cloud, and application security domains. Its business model emphasizes recurring revenue through annual recurring revenue (ARR) and subscription-based cloud security solutions, complemented by product sales and professional services.
Themes: ["Enterprise cybersecurity","Cloud security","Threat detection and response","Platform consolidation","AI-powered security","Zero trust architecture","Recurring revenue / subscriptions","M&A integration strategy","Global expansion"]
Fundamentals
- Price$338.31 as of 2026-07-09 close
- Market cap$261.3B as of 2026-07-10
- 1-year return+64.2% as of 2026-07-09 close
- P/E310.02 as of 2026-07-10
- Net margin+8.0% as of 2026-07-10
- Gross margin+71.9% as of 2026-07-10
- ROE+6.3% as of 2026-07-10
- Debt / equity0.05 as of 2026-07-10
- Revenue growth (YoY)+19.5% as of 2026-07-10
- Revenue CAGR (3y)+18.8% SEC XBRL
- Beta0.90 as of 2026-07-10
Key risks (from latest filing)
["Intense competition from established and emerging cybersecurity vendors expanding into new product and service categories","Execution risks associated with large-scale acquisitions (e.g., CyberArk) and integration of complex technologies and teams","Dependence on geopolitical conditions, trade regulations, and worldwide economic factors affecting manufacturing, delivery, and customer spending"]
Competitors & peers
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.