April 1, 2019

PANW – Market expectations are for declining Uniform ROA, but management is excited about GlobalProtect, and confident in their results and bundles


  • Palo Alto Networks, Inc. (PANW:USA) currently trades above corporate averages relative to UAFRS-based (Uniform) Earnings, with a 36.7x Uniform P/E. However, even at these levels, the market has bearish expectations for the firm. Meanwhile, management is excited about customer perception of GlobalProtect, and is confident in their results and product bundles
  • Specifically, generated an excitement marker when discussing customer perception of the security of GlobalProtect. Moreover, they are confident in their quarterly results and in their decision to bundle Traps 6.0 with Cortex XDR
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