Palo Alto PANW - Valuation discussion regarding their 2 recent acquisitions

u/hillbilly-edgy · Reddit — r/ValueInvesting · January 05, 2026 at 03:57 · ⬆ 5 pts  | View on Reddit ↗
AI Summary

Original Reddit comment

Author questions PANW's valuation given high PE and modest growth/margins.

PANW — AVOID The author has concerns about PANW's margins and revenue growth. With a PE over 100, they expect faster growth than the current 15% or higher margins than 12.5%, implying the valuation is not justified.

I have hesitations around their margins and revenue growth. For a company with a PE>100, I’d expect that they have faster growth (currently at 15%) or higher margins (currently at 12.5%).

Score 5
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u/hillbilly-edgy Reddit r/ValueInvesting
PANW valuation unjustified with PE>100 and modest growth
The author has concerns about PANW's margins and revenue growth. With a PE over 100, they expect faster growth than the current 15% or higher margins than 12.5%, implying the valuation is not justified.
PANW MED
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This Reddit post, published January 05, 2026, features u/hillbilly-edgy discussing PANW. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/hillbilly-edgy  · Tickers: PANW