Palo Alto Networks, Inc. (PANW) Competitors & Peers
The 5 largest companies in the same industry as Palo Alto Networks, Inc., by market value — each comparable links to its own dossier. Numbers are code-computed, never estimated.
| Ticker | Relationship | Price | Comparables |
|---|---|---|---|
| MSFT | Competitor | $545.18 | P/E 28.4RSI 56Cap 4.05 T |
| PLTR | Peer | $169.20 | P/E 119.2RSI 41Cap 411.2 B |
| ORCL | Peer | $119.79 | P/E 18.8RSI 42Cap 344.5 B |
| CRWD | Competitor | $228.58 | P/E 4571.6RSI 36Cap 224.9 B |
| NET | Competitor | $293.75 | RSI 48Cap 106.5 B |
How these relationships were derived
Every relationship below carries its provenance. A confirmed edge is sourced from a public filing or disclosure and links to it; an AI-inferred edge is surfaced by the relationship model and is unverified — shown for color, not as evidence.
Confirmed relationships (cited)
Sourced from a public filing or disclosure — each links to its origin.
- CSCOCompetitor
Palo Alto Networks is a major competitor in enterprise cybersecurity, next-generation firewalls, and cloud security frameworks (SASE).
Confirmed — SEC filing / public disclosuresec.gov ↗ - CRWDCompetitor
CrowdStrike and Palo Alto Networks are the two dominant enterprise cybersecurity platforms, competing for endpoint, cloud, and SOC security consolidation.
Confirmed — SEC filing / public disclosuresec.gov ↗ - NVDAPartner
Palo Alto Networks partnered with NVIDIA to integrate AI security capabilities into NVIDIA's AI data center stack, including Prisma AIRS (AI Runtime Security) for protecting AI workloads.
Confirmed — SEC filing / public disclosuresec.gov ↗
Model-inferred relationships (unverified)
Suggested by the relationship model, with no public source on file. Treat each as a lead worth checking, not as evidence.
- NTSKCompetitor
Netskope competes with Palo Alto Networks Prisma SASE.
Model-inferred, unverified — treat as a lead, not evidence - CYBRMerger
Palo Alto Networks agreed to acquire CyberArk for $25B (announced 2025).
Model-inferred, unverified — treat as a lead, not evidence - CYBRPartner
Palo Alto Networks agreed to acquire CyberArk for $25B (announced 2025).
Model-inferred, unverified — treat as a lead, not evidence - ZSCompetitor
Zscaler ZIA/ZPA competes with Palo Alto Prisma SASE.
Model-inferred, unverified — treat as a lead, not evidence - FTNTCompetitor
Fortinet + Palo Alto compete in firewall + SASE.
Model-inferred, unverified — treat as a lead, not evidence - MSFTCompetitor
Microsoft Defender and Sentinel compete with Palo Alto Networks' security operations and endpoint products, with Microsoft leveraging its M365 bundle as a distribution advantage.
Model-inferred, unverified — treat as a lead, not evidence - SCompetitor
Endpoint protection overlap.
Model-inferred, unverified — treat as a lead, not evidence - MSFTPartner
PANW and Microsoft have joint security integrations: Palo Alto's Cortex XSIAM integrates with Microsoft Sentinel and Azure Security, and both companies co-sell to enterprise clients.
Model-inferred, unverified — treat as a lead, not evidence - GOOGLPartner
Palo Alto Prisma Cloud runs on Google Cloud + GCP-native integrations.
Model-inferred, unverified — treat as a lead, not evidence - NETCompetitor
Cloudflare + Palo Alto SASE overlap.
Model-inferred, unverified — treat as a lead, not evidence