Palo Alto Networks Inc. (PANW)

Palo Alto Networks Inc. (PANW $176.97)
- $176.97 P/E (TTM): 112.01X Cap: $123.34B
- View PANW Profile
- View Questions on PANW

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Palo Alto Networks Inc. (PANW $176.97)
- $176.97 P/E (TTM): 112.01X Cap: $123.34B
- View PANW Profile
- View Questions on PANW
CrowdStrike Holdings Inc. (CRWD $441.41)
- $441.41 Cap: $111.27B
- View CRWD Profile
- View Questions on CRWD

Q: hello 5i:
Years ago, we bought PANW as, back then, you considered it a "best of breed". We are not at all unhappy with results. But in continuing the "best of breed", do you see CRWD as being sufficiently "better enough" to warrant making a trade? This is not a short term hold. Can you also comment on the possibility of CRWD being acquired (doubtful that PANW) could or would be.
thanks
Paul L

Read Answer Asked by Paul on January 12, 2026

Fortinet Inc. (FTNT $81.26)
- $81.26 P/E (TTM): 33.44X Cap: $60.42B
- View FTNT Profile
- View Questions on FTNT
Palo Alto Networks Inc. (PANW $176.97)
- $176.97 P/E (TTM): 112.01X Cap: $123.34B
- View PANW Profile
- View Questions on PANW
CrowdStrike Holdings Inc. (CRWD $441.41)
- $441.41 Cap: $111.27B
- View CRWD Profile
- View Questions on CRWD

Q: I hold Crowdstrike (CRWD) and Palo Alto (PANW) in the cybersecurity space. PANW has done well for me but last year it struggled. I’m thinking of selling some, or all, of PANW and buying Fortinet (FTNT). Could I please get your thoughts? If you were to hold just two, or all three, could you please tell me what percentage you would allocate to each? Thank you.

Read Answer Asked by Kim on January 05, 2026

Fortinet Inc. (FTNT $81.26)
- $81.26 P/E (TTM): 33.44X Cap: $60.42B
- View FTNT Profile
- View Questions on FTNT
Palo Alto Networks Inc. (PANW $176.97)
- $176.97 P/E (TTM): 112.01X Cap: $123.34B
- View PANW Profile
- View Questions on PANW
Zscaler Inc. (ZS $200.01)
- $200.01 Cap: $31.89B
- View ZS Profile
- View Questions on ZS
CrowdStrike Holdings Inc. (CRWD $441.41)
- $441.41 Cap: $111.27B
- View CRWD Profile
- View Questions on CRWD
Palo Alto Networks CDR (CAD Hedged) (PANW $21.01)
- $21.01 P/E (TTM): 24.31X Cap: $172.30B
- View PANW Profile
- View Questions on PANW

Q: Could you please share your take on PANW as an early 2026 buy for growth over a long-term hold (10+ years) irrespective of sector allocation or diversification in a portfolio.

What are its core strengths (moats if any?), competitive positioning, threats, etc.?

(A response in January is fine.)

Thanks!

Marc.

Read Answer Asked by Marc on January 05, 2026