Palo Alto Networks Inc (PANW) – Securing larger deals in dynamic market

Palo Alto Networks Inc (PANW) Equity Report (Q4FY23)

Stock Performance: Palo Alto stock price showed a consolidation in the past 3-month period and gave slightly negative returns of -5%. The stock price increased by 38% in the past 1-year. The stock has a 52-week high of $265.90 and its 52-week low is $132.22.

Quarter Performance: In Q4FY23, PANW’s revenue increased by 26% to $1.95bn from $1.55bn in Q4FY22 and the COGS increased by 2.9% to $506.8mn from $492.3mn in the same period

Guidance: For Q1FY24, Total billings in the range of $2.05bn to $2.08bn, representing year-over-year growth of between 17% and 19%. Total revenue in the range of $1.82bn to $1.85bn, representing year-over-year growth of between 16% and 18%. Diluted non-GAAP net income per share in the range of $1.15 to $1.17, representing yearover-year growth of between 39% and 41%.

Highlights

A technology service provider opted for PANW’s XDR and XSIAM capabilities in a transaction exceeding $30 million. This deal initially began as an evaluation to replace both endpoint security and SIEM solutions.

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Highlights

Valuation

– Enterprise Value
– CrispIdea Forecast
– CrispIdea Segment Forecast
– Economic Value Added Analysis
– Discounted Cash Flow Analysis
– P/E Analysis
– Peer Valuation
– CrispIdea Forecast Relative to Consensus
– Consensus History and Surprise
– Consensus Momentum

Actual & Historical Performance

– Income Statement
– Balance Sheet
– Cash Flow
– 10-Year Historical Performance
– Ratio Analysis
– Du Pont Analysis
– ROIC & ROCE Analysis
– Segment Performance
– Key Metrics
– M&A Deals

Peer Performance

– Summary
– Profitability
– Growth
– Price Performance

Ownership

Stock Price Performance

Crispidea Coverage

No of Pages: 37

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