Palo Alto Networks, Inc. PANW NASDAQ

Palo Alto Networks, Inc. (PANW) reported strong year-over-year revenue growth of +15.4% through 2026-01 (TTM revenue vs prior-year TTM). Net income showed solid earnings growth of +2.2% YoY, reaching $432M in the latest quarter. The net profit margin is 16.7%, which is high. The company has maintained profitability in all 4 quarters. The gross margin is 73.5% (high), down 0.4pp vs the prior year. With a $110B market cap, MOAT composite score of 82/100 (strong competitive position).

Criteria proven by this page:

• GROWTH (90/100, Partial) — growth is present but not consistently above 5% across both metrics
• PAST (75/100, Pass) — proving consistent earnings. Looking at the full 17-year annual history, the company was profitable in 4 of 17 years — a mixed long-term record
• INCOME (55/100, Pass) — proves strong profitability and pricing power
• MOAT (82/100, Pass) — strong gross margins and market scale prove a durable competitive advantage

Overall SharesGrow Score: 70/100 with 3/7 criteria passed.