NET vs PANW
NET and PANW side by side — valuation & fundamentals (public data).
Key statistics
| Metric | NETCloudflare, Inc. | PANWPALO ALTO NETWORKS, INC |
|---|---|---|
| Market cap | $105.87B | $302.80B |
| P/E (TTM) | — | 323.1 |
| P/B | 65.35 | 10.94 |
| P/S | 48.8x | 32.8x |
| Revenue | $2.51B(TTM) | $10.61B(TTM) |
| Revenue growth (YoY) | 29.8% | 14.9% |
| Net income | -$206.28M(TTM) | $842.90M(TTM) |
| Earnings growth (YoY) | -29.8% | -56.0% |
| EPS, diluted | $-0.58(TTM) | $1.15(TTM) |
| EBIT margin | -9.6% | 13.5% |
| ROE | -6.3% | 4.1% |
| ROIC | — | 3.2% |
| Piotroski F | — | 4/9 |
| 1y total return | +40.4% | +94.5% |
Figures from SEC filings · for reference only · not investment advice
Growth of $10,000: NET vs PANW
| Metric | NET | PANW |
|---|---|---|
| End value | $166.6K | $107.0K |
| Total return | +1565.8% | +969.9% |
| CAGR | +49.8% | +40.6% |
| Volatility | 67.4% | 41.5% |
| Sharpe | 0.88 | 0.94 |
| Sortino | 1.32 | 1.36 |
| Max drawdown | -82.6% | -47.0% |
Based on 1749 common trading days, 2019-09-13 → 2026-08-28 · risk-free 3.9% (current short-Treasury, held constant)
A head-to-head total-return backtest over real split- and dividend-adjusted prices: how a one-time $10,000 investment in each stock, held to today, would have grown over their common window — including reinvested dividends. A disclosed historical statistic — NOT a prediction, a guarantee, or investment advice. Past performance does not predict future results.
Related comparisons
Delayed data · Public sources · For reference only · Not investment advice (this page declares no winner)