Palo Alto Networks Inc (PANW) – Increasing need for cloud security is fueling demand for SASE

Palo Alto is benefiting from growing adoption of multiple Palo Alto Networks security platforms across Strata, Prisma and Cortex. In Q3FY21, over 70% of its Global 2000 customers had purchased products from more than one of these platforms and 41% have purchased all three platforms.

Highlights 

Valuation

– Enterprise Value
– CrispIdea Forecast
– 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
– ROIC & ROCE Analysis
– Segment Performance
– Key Metric
– M&A Deals

Peer Performance

– Summary
– Profitability
– Growth
– Price Performance

Ownership

Stock Price Performance

CrispIdea Coverage

No of Pages : 33