Compare price, profitability, solvency, and SEC-reported financials side by side—before deciding which assumptions deserve a closer look.
FY 2026 · View financials
Decision snapshot: PANW stock price vs DDS: inconclusive Relative valuation is incomplete for this pair. Review the available filing metrics before drawing a conclusion.
Quick read
Each company valued on the other's multiple, then compared with the market price.
Implied fair value · at DDS's multiple
Needs DDS P/E.
Implied fair value · at PANW's multiple
Needs PANW P/E.
Live quote
Price unavailable
Metric by metric
Where each company leads, and how wide the gap is.
Growth edge
Pricing power
Operating leverage
Lower is better
Not comparable
Lower leverage
Statements
Core statements aligned to each company's latest fiscal year.
SEC periods: PANW FY 2025 (ended Jul 31, 2025) · DDS FY 2026 (ended Jan 31, 2026). Fiscal years are not aligned.
Trendline
Six fiscal years of revenue, earnings, and margins before underwriting a re-rating.
Price framework
Market cap plus debt, less cash.
Price framework
Discounted free cash flow, then bridged to a per-share price. Same assumptions applied to both companies.
PALO ALTO NETWORKS, INC · implied price per share
Bear
$15.82
Base
$18.61
Bull
$21.40
DILLARD’S, INC. · implied price per share
Bear
$207.26K
Base
$243.84K
Bull
$280.42K
Balance sheet health
Financial health checks to separate durable balance sheets from potential value traps.
Financial strength on a 0–9 scale.
Bankruptcy-risk signal from balance sheet and earnings power.
Not enough data to score either balance sheet.
Debt / equity
Total debt against shareholders' equity
0.25x
0.30x
Net debt / EBITDA
Leverage against operating earnings
-0.47x
-0.48x
Cash and equivalents
Liquid reserves on the balance sheet
$2.90B
$861.46M
Total debt
Interest-bearing obligations outstanding
Comparable set
Where the pair sits against the wider comparable set.
Keep comparing
Open adjacent comparisons from the same industry to pressure-test the read across multiple pairs.
CrowdStrike Holdings, Inc.
PANW vs CRWD
Zscaler, Inc.
PANW vs ZS
Okta, Inc.
PANW vs OKTA
CHECK POINT SOFTWARE TECHNOLOGIES LTD
PANW vs CHKP
Rapid7, Inc.
PANW vs RPD
Cisco Systems, Inc.
PANW vs CSCO
Macy's, Inc.
PANW vs M
KOHLS Corp
PANW vs KSS
TJX COMPANIES INC /DE/
PANW vs TJX
NORDSTROM INC
PANW vs JWN
$1.99B
$526.64M
Live quote
LLM-powered synthesis
An on-demand narrative read of the same deterministic data.
Based on an earlier data snapshot. Review the filing dates below or refresh after signing in.
If you believe PANW can sustain exceptional growth and premium software-like margins long enough to justify a 217.0x P/E, then hold or only accumulate selectively; otherwise, the relative valuation versus DDS points to meaningful downside because DDS-implied value is $26.38 versus the current $347.13.
PANW trades at a massive premium to DDS on earnings and sales multiples, while DDS-based implied price suggests severe downside. The market is effectively paying for PANW’s higher growth and margin profile, but the spread is far wider than the operating difference alone would justify from a relative valuation perspective.
Supporting Metrics
