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 WDC: 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 WDC's multiple
Needs WDC 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 lag
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) · WDC FY 2026 (ended Jul 3, 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
WESTERN DIGITAL CORPORATION · implied price per share
Bear
$221.57
Base
$260.67
Bull
$299.77
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
0.24x
Net debt / EBITDA
Leverage against operating earnings
-0.47x
0.05x
Cash and equivalents
Liquid reserves on the balance sheet
$2.90B
$1.60B
Total debt
Interest-bearing obligations outstanding
$1.99B
$2.10B
Comparable set
Where the pair sits against the wider comparable set.
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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 its 14.9% revenue growth and 73.4% gross margin long enough to justify a premium multiple, then hold or buy selectively; otherwise, reduce exposure because the current $333.71 price is far above the $171.56 implied value and well above WDC-implied range.
PANW trades at a steep premium to WDC on both earnings and sales despite the model implying significant downside. The current price of $333.71 sits above the historical band and far above WDC-implied range, which is why the relative valuation signal is negative.
Supporting Metrics
