NET vs PANW
NET and PANW side by side — valuation & fundamentals (public data).
Key statistics
| Metric | NETCloudflare, Inc. | PANWPALO ALTO NETWORKS, INC |
|---|---|---|
| Market cap | $106.32B | $296.56B |
| P/E (TTM) | — | 316.4 |
| P/B | 65.63 | 10.72 |
| P/S | 49.0x | 32.2x |
| 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 | +42.9% | +116.5% |
Figures from SEC filings · for reference only · not investment advice
$10,000 투자 성장: NET vs PANW
| 지표 | NET | PANW |
|---|---|---|
| 최종 가치 | $166.8K | $104.8K |
| 총수익률 | +1568.2% | +947.7% |
| CAGR | +50.4% | +40.6% |
| 변동성 | 67.4% | 41.2% |
| 샤프 | 0.89 | 0.94 |
| 소르티노 | 1.33 | 1.36 |
| 최대 낙폭 | -82.6% | -47.0% |
공통 거래일 1734일 기준, 2019-09-13 → 2026-08-07 · 무위험수익률 3.87% (현재 단기 국채 금리, 고정 적용)
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)