PANW · Palo Alto Networks, Inc.
$304.202026-07-21Sector: Technology; Industry: Software - Infrastructure; Sub-Industry: Systems Software
Intrinsic Value Range Comparison · Mulya.ai
R&D capitalized (5yr)Base · active
$97
-68.0% vs market
Mulya.ai vs Analyst IV Comparison?
Mulya.ai IV range ($52 · $97) Analysts Range ($209 · $375) Fundamentals · historical + forward · baseitalics = DCF projection
| Period | Revenue | Rev Gr ? | Ops M% ? | Tax Rate ? | NOPAT ? | Reinvest ? | FCFF ? | WACC% ? | PV FCFF ? | ROIC ? | Inv. Cap ? | EPS ? | P/E |
|---|
| 2024.Q3 | $6.9B | — | 8.6% | 0.0% | $1.5B | −$53MM | $1.4B | 8.2% | — | 20.0% | $7.3B | $0.59 | — |
| 2025.Q2 | $8.0B | 16.5% | 13.0% | 0.6% | $1.0B | −$175MM | $865MM | 8.4% | — | 12.8% | $8.9B | $3.46 | — |
| 2025.Q3 | $8.0B | 0.0% | 13.0% | 6.4% | $980MM | −$286MM | $694MM | 8.7% | — | 10.6% | $9.6B | $3.46 | — |
| 2026.Q2 | $9.2B | 14.9% | 20.6% | 31.2% | $1.3B | −$3.1B | −$1.8B | 8.0% | — | 12.8% | $10.9B | $1.52 | — |
| 2026.Q3 | $10.6B | 15.0% | 14.8% | 39.7% | $945MM | −$4.3B | −$3.4B | 8.4% | — | 4.4% | $31.6B | $1.13 | 144.5 |
| italics below = DCF projection · 10yr Rev CAGR: 9.5% |
| 2027.Q3 | $13.5B | +27.3% | 22.6% | 37.7% | $1.9B | −$3.5B | −$1.6B | 8.3% | −$1.5B | 5.7% | $35.1B | $1.09 | 279.1 |
| 2028.Q3 | $15.4B | +14.2% | 24.9% | 35.7% | $2.5B | −$2.4B | $104MM | 8.4% | $89MM | 6.8% | $37.5B | $1.62 | 187.8 |
| 2029.Q3 | $17.4B | +13.0% | 27.1% | 33.8% | $3.1B | −$2.5B | $627MM | 8.4% | $492MM | 8.1% | $40.0B | $2.27 | 134.0 |
| 2030.Q3 | $18.8B | +8.0% | 29.4% | 31.8% | $3.8B | −$1.8B | $2.0B | 8.4% | $1.4B | 9.2% | $41.8B | $2.96 | 102.8 |
| 2031.Q3 | $20.2B | +7.4% | 33.9% | 29.8% | $4.8B | −$1.8B | $3.0B | 8.4% | $2.0B | 11.3% | $43.6B | $4.23 | 71.9 |
|
| Term. Yr+ | $27.4B | 4.1% | 33.9% | 20.0% | $7.4B | −$2.3B | $5.1B | 8.6% | $50.5B | 13.1% | — | — | — |
Active scenario IV: $97 (-68.0% vs market)