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Palo Alto Networks, Inc. Message Board

  • jsteveco730 jsteveco730 Jul 29, 2012 4:35 PM Flag

    PANW has clear advantage over a lot of netowrk routers

    They have excellent netowrk security - adaptive too. Many others are not very robust - similar to dumb systems. Cisco is still working on their engineering of new products so it looks like PANW can make serious inroads to many new clients. If the goverrnrment starts awarding contracts look out. I really like PA online video support and product descriptions. look for CISCO to follow.

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    • US Government does not have money any more, so does EU. And the security is very sensitive issues, can you imagine Russian and China to buy from a US security firm? watch out, it is not a scalable biz. Check out the #, you have been warned:

      Market Cap (intraday)5: 3.66B
      Enterprise Value (Jul 31, 2012)3: 3.71B
      Trailing P/E (ttm, intraday): N/A
      Forward P/E (fye Jul 31, 2013)1: N/A
      PEG Ratio (5 yr expected)1: N/A
      Price/Sales (ttm): 17.28
      Price/Book (mrq): 323.86
      Enterprise Value/Revenue (ttm)3: 16.87
      Enterprise Value/EBITDA (ttm)6: 462.96

      price/book is 323!!! it meant they need to grow 300x to match their value today. even FB does not have that kind of valuation. Let us look at FB's #:

      Market Cap (intraday)5: 43.50B
      Enterprise Value (Jul 31, 2012)3: 35.07B
      Trailing P/E (ttm, intraday): 80.10
      Forward P/E (fye Dec 31, 2013)1: 36.17
      PEG Ratio (5 yr expected)1: 1.75
      Price/Sales (ttm): 10.29
      Price/Book (mrq): 3.35
      Enterprise Value/Revenue (ttm)3: 8.11
      Enterprise Value/EBITDA (ttm)6: 33.46

      Hey, compare with PANW, I'd say FB is really cheap!!! you either get in FB or get out PANW. I'd say get out, NOW, it is not even a new biz.

    • They have good and advance tech, but the lead is not that far. And the current price is kind of overvalued. They have to keep the same grown speed as the last 3 years. not a easy job.

    • PANW is the leader in their field so you would expect a premium. Companies are going to buy the best when it comes to security. As they begin to realize their old generation firewalls are no longer secure they will all switch to PANW in droves.

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