Fundamental analysis · SEC EDGAR · TTM through 30/04/2026

Fundamental analysis of Palo Alto Networks Inc

PANW · Nasdaq · Technology

Fundamental quality

ATTRACTIVE

81

out of 100

Palo Alto Networks Inc earns a fundamental-quality score of 81 out of 100, profiling it as a company with solid fundamentals. Its score rests mainly on its financial strength (net debt -1.46× EBITDA). Its weakest area is its profitability (net margin 7.9%). Whether it's cheap or expensive depends on the current price, which you can compute in the tool.

What the company does

Palo Alto Networks is one of the world's cybersecurity leaders. It protects companies from cyberattacks with firewalls, cloud security and AI-based tools. It increasingly sells by subscription, giving it recurring revenue.

What will shape its future

  • The growing, near-mandatory corporate spending on cybersecurity, its big tailwind.
  • Its 'platform' strategy: persuading customers to use many of its products instead of several vendors.
  • Intense industry competition and its ability to integrate the companies it buys.

Breakdown by area

I.Growth
87

EPS growth: 23.8% · Revenue growth: 21.8%

II.Profitability
61

Net margin: 7.9% · ROE: 3% · ROIC: 2.6%

III.Financial health
95

Net debt/EBITDA: -1.46x · FCF: 35.8%

Source: SEC EDGAR · TTM through 30/04/2026

The score combines growth, profitability and financial strength. Here its financial strength weighs in its favor, while its profitability drags it down the most.

Versus its sector

Percentile against the other 101 Technology companies in our coverage: how far it beats them on each metric (100 = best in sector).

Net marginbeats 31%
ROEbeats 15%
Growthbeats 70%
Cash generationbeats 86%
Less debtbeats 94%

Computed from the daily dataset scores. A high percentile places the company among the best in its sector on that metric; it is not a buy recommendation.

Key concepts

What do these metrics mean? Fundamental analysis · What is the P/E · What is EPS · What is ROE · Net & gross margin · Free cash flow

Palo Alto Networks Inc strengths

  • Excellent free-cash-flow generation (FCF margin of 35.8%): profit turns into real cash.
  • High gross margin (71.9%), pointing to pricing power.
  • Revenue growing strongly (21.8% annualized).
  • Growing earnings per share (23.8% annualized).

Palo Alto Networks Inc risks and weaknesses

  • Low return on equity (ROE of 3%).

Palo Alto Networks Inc historical evolution

YearRevenueNet incomeFree cash flowNet debt
20203,408-267821126
20214,256-4991,3871,352
20225,502-2671,7921,558
20236,8934402,631856
20248,0282,5783,101-1,535
20259,2221,1343,470-2,269

Between 2020 and 2025, revenue went from $3,408M to $9,222M (+171%) and net income went from -$267M to $1,134M (+525%). It has also reduced its net debt over the period.

Annual figures in millions of U.S. dollars ($M) per SEC filings. Net debt is total debt minus cash.

Latest results

Versus the same period a year earlier

Figures for the nine months ended April 30, 2026, versus the nine months ended April 30, 2025 (SEC filings):

  • Revenue+20.7%
  • Net income-33.1%

Automatic comparison between the two most recent periods filed with the SEC. One quarter doesn't make a trend: read it alongside the historical evolution above.

Dividend

This company doesn't pay a dividend: it reinvests all its earnings back into the business.

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Is Palo Alto Networks Inc cheap or expensive?

That depends on the current price. Look it up, enter it in the tool and get the full valuation verdict (P/E against its sector).

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Frequently asked questions

Is Palo Alto Networks Inc a good company to invest in?

In terms of business quality, Palo Alto Networks Inc scores 81 out of 100 in our analysis, placing it as a company of high fundamental quality. That said, this isn't a recommendation: whether it's a good investment also depends on its current price and your goals.

Is Palo Alto Networks Inc a profitable company?

Palo Alto Networks Inc is profitable, with a net margin of 7.9%, though a thin one.

Does Palo Alto Networks Inc have a lot of debt?

No. Palo Alto Networks Inc has a net cash position: more cash than debt.

Is Palo Alto Networks Inc growing?

Its revenue has grown 21.8% annualized in recent years and its earnings per share 23.8%, and without interruption since 2020.

Does Palo Alto Networks Inc generate cash?

Yes. It converts about 35.8% of its revenue into free cash flow, and has done so positively year after year.

The thresholds are general and the system doesn't judge qualitative factors. See the full methodology and use this analysis as a first filter, never as a final decision.

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