Switch to:

GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 9/10

vs
industry
vs
history
Cash to Debt No Debt
PANW's Cash to Debt is ranked higher than
97% of the 636 Companies
in the Global Communication Equipment industry.

( Industry Median: 6.25 vs. PANW: No Debt )
PANW' s 10-Year Cash to Debt Range
Min: No Debt   Max: No Debt
Current: No Debt

Equity to Asset 0.31
PANW's Equity to Asset is ranked lower than
60% of the 611 Companies
in the Global Communication Equipment industry.

( Industry Median: 0.58 vs. PANW: 0.31 )
PANW' s 10-Year Equity to Asset Range
Min: -0.78   Max: 0.56
Current: 0.31

-0.78
0.56
Interest Coverage No Debt
PANW's Interest Coverage is ranked higher than
69% of the 371 Companies
in the Global Communication Equipment industry.

( Industry Median: 124.89 vs. PANW: No Debt )
PANW' s 10-Year Interest Coverage Range
Min: 9999.99   Max: 9999.99
Current: No Debt

F-Score: 4
Z-Score: 5.71
M-Score: -2.66
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 3/10

vs
industry
vs
history
Operating margin (%) -4.70
PANW's Operating margin (%) is ranked lower than
52% of the 604 Companies
in the Global Communication Equipment industry.

( Industry Median: 3.20 vs. PANW: -4.70 )
PANW' s 10-Year Operating margin (%) Range
Min: -42.35   Max: 1.53
Current: -4.7

-42.35
1.53
Net-margin (%) -7.38
PANW's Net-margin (%) is ranked lower than
53% of the 604 Companies
in the Global Communication Equipment industry.

( Industry Median: 2.61 vs. PANW: -7.38 )
PANW' s 10-Year Net-margin (%) Range
Min: -43.32   Max: 0.29
Current: -7.38

-43.32
0.29
ROE (%) -10.74
PANW's ROE (%) is ranked lower than
54% of the 596 Companies
in the Global Communication Equipment industry.

( Industry Median: 5.11 vs. PANW: -10.74 )
PANW' s 10-Year ROE (%) Range
Min: -10.74   Max: 0.32
Current: -10.74

-10.74
0.32
ROA (%) -4.99
PANW's ROA (%) is ranked lower than
53% of the 610 Companies
in the Global Communication Equipment industry.

( Industry Median: 2.80 vs. PANW: -4.99 )
PANW' s 10-Year ROA (%) Range
Min: -55.44   Max: 0.18
Current: -4.99

-55.44
0.18
ROC (Joel Greenblatt) (%) -58.03
PANW's ROC (Joel Greenblatt) (%) is ranked lower than
59% of the 607 Companies
in the Global Communication Equipment industry.

( Industry Median: 12.61 vs. PANW: -58.03 )
PANW' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -1126.95   Max: 18.55
Current: -58.03

-1126.95
18.55
» PANW's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades

Q3 2013

PANW Guru Trades in Q3 2013

Paul Tudor Jones 23,492 sh (New)
Manning & Napier Advisors, Inc 621,630 sh (New)
Lee Ainslie 3,222,459 sh (+25.67%)
Steven Cohen 115,000 sh (unchged)
David Swensen 92,132 sh (-30.87%)
Steven Cohen 5,876 sh (-82.79%)
» More
Q4 2013

PANW Guru Trades in Q4 2013

Jim Simons 6,100 sh (New)
Lee Ainslie 4,460,665 sh (+38.42%)
Manning & Napier Advisors, Inc 679,572 sh (+9.32%)
Steven Cohen Sold Out
Paul Tudor Jones Sold Out
David Swensen 71,096 sh (-22.83%)
» More
Q1 2014

PANW Guru Trades in Q1 2014

Steven Cohen 40,636 sh (New)
Jim Simons 361,650 sh (+5828.69%)
Lee Ainslie 4,277,369 sh (-4.11%)
Manning & Napier Advisors, Inc 564,791 sh (-16.89%)
David Swensen 50,891 sh (-28.42%)
» More
Q2 2014

PANW Guru Trades in Q2 2014

Manning & Napier Advisors, Inc 5,230 sh (-99.07%)
» More
» Details

Insider Trades

Latest Guru Trades with PANW

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Lee Ainslie 2014-03-31 Reduce -4.11%0.14%$55.66 - $79.82 $ 80.8619%4277369
Lee Ainslie 2013-12-31 Add 38.42%0.92%$40.99 - $57.8 $ 80.8670%4460665
Lee Ainslie 2013-09-30 Add 25.67%0.41%$41.15 - $50.04 $ 80.8670%3222459
Lee Ainslie 2013-06-30 New Buy1.5%$39.56 - $56.43 $ 80.8662%2564265
Premium More recent guru trades are included for Premium Members only!!
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Ratios

vs
industry
vs
history
P/B 21.90
PANW's P/B is ranked lower than
60% of the 685 Companies
in the Global Communication Equipment industry.

( Industry Median: 2.23 vs. PANW: 21.90 )
PANW' s 10-Year P/B Range
Min: 10.25   Max: 22.8
Current: 21.9

10.25
22.8
P/S 11.20
PANW's P/S is ranked lower than
59% of the 685 Companies
in the Global Communication Equipment industry.

( Industry Median: 1.45 vs. PANW: 11.20 )
PANW' s 10-Year P/S Range
Min: 4.35   Max: 11.4
Current: 11.2

4.35
11.4
PFCF 49.00
PANW's PFCF is ranked higher than
75% of the 685 Companies
in the Global Communication Equipment industry.

( Industry Median: 393.33 vs. PANW: 49.00 )
PANW' s 10-Year PFCF Range
Min: 16.35   Max: 55.48
Current: 49

16.35
55.48
EV-to-EBIT -30.16
PANW's EV-to-EBIT is ranked higher than
54% of the 685 Companies
in the Global Communication Equipment industry.

( Industry Median: 45.70 vs. PANW: -30.16 )
PANW' s 10-Year EV-to-EBIT Range
Min: 279.8   Max: 400
Current: -30.16

279.8
400
Current Ratio 1.19
PANW's Current Ratio is ranked lower than
57% of the 622 Companies
in the Global Communication Equipment industry.

( Industry Median: 2.04 vs. PANW: 1.19 )
PANW' s 10-Year Current Ratio Range
Min: 1.15   Max: 3.13
Current: 1.19

1.15
3.13
Quick Ratio 1.19
PANW's Quick Ratio is ranked higher than
53% of the 622 Companies
in the Global Communication Equipment industry.

( Industry Median: 1.63 vs. PANW: 1.19 )
PANW' s 10-Year Quick Ratio Range
Min: 1.15   Max: 3.13
Current: 1.19

1.15
3.13

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 89.80
PANW's Price/Tangible Book is ranked lower than
56% of the 685 Companies
in the Global Communication Equipment industry.

( Industry Median: 3.20 vs. PANW: 89.80 )
PANW' s 10-Year Price/Tangible Book Range
Min: 10.54   Max: 70.64
Current: 89.8

10.54
70.64
Price/Median PS Value 1.50
PANW's Price/Median PS Value is ranked higher than
55% of the 685 Companies
in the Global Communication Equipment industry.

( Industry Median: 1.15 vs. PANW: 1.50 )
PANW' s 10-Year Price/Median PS Value Range
Min: 0.62   Max: 1.17
Current: 1.5

0.62
1.17

Business Description

Industry: Communication Equipment » Communication Equipment
Compare: » details
Traded in other countries:5AP.Germany
Palo Alto Networks Inc was incorporated in March 2005 under the laws of the State of Delaware and commenced operations in April 2005. The Company offers a next-generation network security platform that allows enterprises, service providers, and government entities to secure their networks and safely enable the increasingly complex and rapidly growing number of applications running on their networks. The core of its platform is the Next-Generation Firewall that delivers natively integrated application, user, and content visibility and control through its proprietary operating system, hardware, and software architecture. The Company's platform is delivered in an appliance form factor and includes a suite of subscription services as well as support and maintenance. Its subscription services could be easily activated on any of its appliances without requiring additional hardware or processing resources, thereby providing a seamless implementation path for its end-customers. All of its appliances incorporate the Company's PAN-OS operating system and are based on the proprietary identification technologies, App-ID, User-ID, and Content-ID, which allow security policies to be defined within the context of applications, users, and content. As a result, the Company's end-customers achieve safe application enablement and advanced levels of security, while maintaining high network performance. The Company serves the enterprise network security market, which consists of Firewall/VPN, Unified Threat Management, Web Gateway, Intrusion Detection and Prevention, and Virtual Private Network technologies. The Company mainly sells its products and services to end-customers through distributors, resellers, and strategic partners, and infrequently directly to end-customers, who are supported by its sales and marketing organization, in the Americas, in Europe, the Middle East, and Africa, and in Asia Pacific and Japan.

Personalized Checklist








Within your circle of competence?
Macro economic environment favorable?
High quality business?
Enough margin of safety with stocks?
Gurus are buying?
Insiders are buying?
Management capable and shareholder friendly?
Catalyst for stock price to appreciate?
Your level of confidence with the research?

Add Notes, Comments or Ask Questions

User Comments

No comment yet

Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Free 7-day Trial
FEEDBACK
Email Hide