Palo Alto Networks (HAM:5AP) Tariff Resilience Score: 8/10 (As of Jul. 03, 2026)


HAM:5AP Palo Alto Networks Inc HAM:5AP
76 GF Score
Price €305.70
GF Value €188.24
Valuation Significantly Overvalued
! 7 Warning Signs
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What is Palo Alto Networks Tariff Resilience Score?

Palo Alto Networks HAM:5AP -2.14% 76 Tariff Resilience Score is 8 as of Jul. 03, 2026. GuruFocus rates HAM:5AP with a GF Score™ of 76/100 and a GF Value™ of €188.24 (Significantly Overvalued). The stock has 7 warning signs investors should review. Among 2,812 Software companies, Palo Alto Networks ranks better than 96.05% on this metric.

Palo Alto Networks has the Tariff Resilience Score of 8, which implies that the company might have Highly Resilient.

Palo Alto Networks has Palo Alto Networks has a global customer base but limited manufacturing exposure. Strong pricing power and critical cybersecurity solutions reduce tariff impact. Historical resilience to trade tensions supports a high score.

Tariff Resilience Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more.

The company's exposure to international trade tariffs based on these criteria:

1. Global supply chain dependencies
2. Manufacturing locations versus sales markets
3. Import/export balance and percentage of revenue
4. Historical impact from previous tariff changes
5. Available mitigation strategies (alternative suppliers, pricing power)
6. Industry-specific tariff exemptions or vulnerabilities

Based on the research, GuruFocus believes Palo Alto Networks might have Highly Resilient.

Palo Alto Networks  (HAM:5AP) Tariff Resilience Score Explanation

The Tariff Resilience Score ranges from 0 to 10, with 10 as the most resilient. GuruFocus divided Moat Score into following 3 categories:

Tariff Resilience Score Resilience Level
7 - 10Highly Resilient
4 - 6Average Resilient
0 - 3Highly Vulnerable

Palo Alto Networks Tariff Resilience Score Related Terms

HAM:5AP vs PLTR, CRWD, FTNT: Tariff Resilience Score Comparison

For the Software - Infrastructure subindustry, Palo Alto Networks's Tariff Resilience Score, along with its competitors' market caps and Tariff Resilience Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Palo Alto Networks Tariff Resilience Score vs Software Industry

For the Software industry and Technology sector, Palo Alto Networks's Tariff Resilience Score distribution charts can be found below:

* The bar in red indicates where Palo Alto Networks's Tariff Resilience Score falls into.


HAM:5AP
76GF Score
Palo Alto Networks Inc HAM:5AP
Tariff Resilience Score is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a Tariff Resilience Score of 8 mean?
Palo Alto Networks (HAM:5AP) has a Tariff Resilience Score of 8 as of Jul. 03, 2026. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. According to the industry distribution chart, Palo Alto Networks ranks #111 out of 2812 companies in the Software industry, placing it in the top 3.9%.
Is Palo Alto Networks' Tariff Resilience Score too high?
Palo Alto Networks' current Tariff Resilience Score is 8. Based on the distribution chart, Palo Alto Networks ranks #111 out of 2812 companies in the Software industry, which is in the top quartile — a strong position relative to peers. Overall, Palo Alto Networks has a GF Score™ of 76/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Palo Alto Networks' Tariff Resilience Score compare to PLTR and CRWD?
According to the Software industry distribution chart, Palo Alto Networks ranks #111 out of 2812 companies for Tariff Resilience Score. This places Palo Alto Networks in the top 4% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Tariff Resilience Score for a Software company?
A good Tariff Resilience Score depends on the Software industry context. However, Tariff Resilience Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Tariff Resilience Score mean?
A high Tariff Resilience Score can signal that a stock is expensive relative to its fundamentals. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. Palo Alto Networks's current Tariff Resilience Score is 8. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Palo Alto Networks stock overvalued right now?
Based on GuruFocus' analysis, Palo Alto Networks (HAM:5AP) is currently considered Significantly Overvalued. The stock's GF Value™ is €188.24, compared to a current price of €305.70 — trading 62.4% above its estimated fair value. The current Tariff Resilience Score is 8. Palo Alto Networks' overall GF Score™ is 76/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tariff Resilience Score calculated?
Tariff Resilience Score is calculated from a company's financial statements. For Palo Alto Networks (HAM:5AP), the current Tariff Resilience Score is 8 as of Jul. 03, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Palo Alto Networks (HAM:5AP) Overvalued in 2026?

Based on GuruFocus' analysis, Palo Alto Networks stock appears to be overvalued. The current stock price of €305.70 is trading 62.4% above its estimated GF Value™ of €188.24. GuruFocus considers Palo Alto Networks to be Significantly Overvalued.

Key valuation signals for HAM:5AP:

  • Tariff Resilience Score: 8
  • GF Value™: €188.24 vs. price of €305.70 (62.4% above fair value)
  • GF Score™: 76/100 with 7 warning signs

No single metric tells the full story. See the HAM:5AP stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Palo Alto Networks Business Description

Address 3000 Tannery Way, Santa Clara, CA, USA, 95054
Palo Alto Networks is a platform-based cybersecurity vendor with product offerings covering network security, cloud security, and security operations. The California-based firm has more than 80,000 enterprise customers across the world, including more than three-fourths of the Global 2000.
76GF Score

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Tariff Resilience Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€305.70
Price
€188.24
GF Value