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Palo Alto NetworksPANW

Network security · NASDAQ · USA

$398.50
Down 1.7% todayClose

Up 120.2% this year and +31.0% since June 26, ahead of the defense sector at +14.0%. Palo Alto Networks is one of 2 companies Sectivia maps in Network security.

Market cap
$332B
This year
+120.2%
1 year
+92.2%
P/E
1,080.6
P/S
28.9
P/B
12.1

Price vs the defense sector

since Jun 26PANWDefense sector, equal weight
Palo Alto Networks (PANW) vs the Defense sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. PANW: +31.0% from Jun 26, 2026 to Oct 8, 2026. Defense sector index: +14.0% from Jun 26, 2026 to Oct 8, 2026.0%+10%+20%+30%+40%Jun 26AugSepOctOct 8PANW +31.0%Sector +14.0% Palo Alto Networks (PANW) vs the Defense sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. PANW: +31.0% from Jun 26, 2026 to Oct 8, 2026. Defense sector index: +14.0% from Jun 26, 2026 to Oct 8, 2026.0%+20%+40%Jun 26AugSepOct 8PANW+31.0%Sector+14.0%

Supply chain

No suppliers or customers are mapped for Palo Alto Networks yet.

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About Palo Alto Networks

Network firewalls and SASE sit at the base, with the Cortex SOC tools and Prisma Cloud on top. Among pure-play cybersecurity companies it is the biggest, and the platform leans harder on AI each year.

Theme exposure

Platform securityCritical infrastructureAI exposureAI-driven SOC

Products

  • Network security (NGFW/SASE)
  • Cortex (AI-driven SOC)
  • Prisma Cloud

Competitors

Risks

  • Integration risk from acquisitions
  • High valuation

Same segment: Network security

Firewalls and network defense that inspect and filter traffic. Segment 9 of 14 in the Defense, security & space value chain.

FortinetFTNT−0.1%

Compare PANW

Side by side with the largest companies in the same segment.

PANW vs FTNT

See where Palo Alto Networks sits in the full Defense, security & space map: every segment from upstream suppliers to end markets, with daily metrics.

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