NASDAQ·US·Software - Infrastructure

PANWPANW

สรุป

เสี่ยง

ความมั่นใจ 82%
$181.54

Today's session

Upside?
-32.0%
FV $123.45
P/E (TTM)?
101.4
Earnings yield
FCF yield?
1.9%
Mcap $147.23B

ขาย

Fundamental strong sell·Technical neutral

What investors notice

Key signs

Plain-language read of the metrics that matter most for this stock.

Strongly positive
6 · 1 · 2

Strengths

6
  • Gross margin trending up
  • EPS compounding at double-digit pace58%
  • Strong free-cash-flow compounding25%
  • Net cash on the balance sheet-1.5×
  • ROIC well above cost of capital — value-creating10%
  • Analyst consensus heavily Buy-skewed

Risks

2
  • Capital efficiency is weak (low ROE)-9%
  • Inconsistent profitability3/10

Watchlist

1
  • Priced above our fair-value range-32%
$181.54-2.7%

1Y · period change vs 2025-04-29

Score history (10y)

How quality has trended through cycles.

+1 YoY

Verdict bands: 85+ Wonderful · 70 Solid · 55 Average · 40 Risky.

Fair value range

4 of 5 models · trimmed-mean consensus

Consensus FV
$123.45
Upside
-32.0%
Now $181.54
Our FV$123.45
Price$181.54
$16.65$206.69

Open the Fair Value tab to tweak WACC and growth, and to see all five model outputs side-by-side.

10-year financials

Annual revenue, profit, and free cash flow with year-over-year growth overlay.

YoY growth overlaid

Snapshot

At a glance

Top-line figures most investors check first.

Market cap
$147.23B
P/E (TTM)?
101.4
FCF yield?
1.9%
Dividend
52w range
$141.67$221.38
Score confidence
82%
Data completeness

Last updated 4/30/2026, 5:21:59 AM · Data via Yahoo Finance, FMP, EDGAR. Disclaimer