NET vs PANW

Cloudflare, Inc. and Palo Alto Networks, both Technology

Palo Alto Networks is the larger company at $331B against $125B. Over the past year PANW returned +94% against +54% for NET. The RyuScore puts PANW ahead, 25 against 16 out of 100.

Cloudflare, Inc. and Palo Alto Networks compared on valuation, return and the RyuScore
FigureNETPANW
Last close$351$404
Market cap$125B$331B
Trailing P/Elower is cheaper for the same earnings, not automatically bettern/a860.4
1-year return+54%+94%
5-year return+173%+400%
RyuScoresector-relative, 1–1016/10025/100

Figures from SEC filings and end-of-day closes. Highlighting marks the higher or lower number, which is not the same as the better investment, a low P/E can be a warning and a high one can be deserved.

Cloudflare, Inc.

Revenue of $696M in Q2 2026, net income null. Its largest reported line is United States, 51% of the disclosed total.

Palo Alto Networks

Revenue of $3.4B in Q4 2026, net income null. Its largest reported line is United States, 62% of the disclosed total.

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