Okta, Inc. vs Palo Alto Networks Inc — how do they compare? Okta, Inc. trades at $228.69 (market cap $38.50B), while Palo Alto Networks Inc trades at $417.22 (market cap $331.76B). The key difference: Palo Alto Networks Inc is far larger — about 8.6× Okta, Inc.'s market cap, and Palo Alto Networks Inc is more actively traded (3,886,927 versus 2,479,621). Which is the better fit depends on your goals — on Pluang, investors hold Okta, Inc. for 44 Days and Palo Alto Networks Inc for 82 Days on average.
| OKTA | PANW | |
|---|---|---|
Market Cap | $38.50B | $331.76B |
Volume | 2,479,621 | 3,886,927 |
Sector | Technology | Technology |
52-Week High | $220.21 | $419.91 |
52-Week Low | $62.93 | $141.67 |
Typical Hold Time | 44 Days | 82 Days |
Enterprise Value | $36.25B | $331.19B |
Signals from Pluang's Aura AI — not financial advice
Okta's stock trades at $228.38, up 4.76% in the last 24 hours, reflecting strong momentum. The company has beaten earnings estimates for three consecutive quarters, with Q3 2026 results pending. Revenue growth is robust, rising from $1.3B in 2022 to $2.6B in 2025, and profitability has improved significantly, turning a net loss into a $28M profit. Technical indicators show a bullish trend, with the current price near resistance at $228. Recent news highlights Okta's strategic focus on AI agent security, positioning it for future growth in the cybersecurity sector.
The outlook for Okta is positive, driven by strong earnings performance, revenue expansion, and strategic initiatives in AI. However, risks include high valuation multiples, such as a P/E of 132.66, and competitive pressures in the cybersecurity space. Analyst consensus is overwhelmingly bullish, with 73.58% recommending Buy, but investors should monitor execution risks and market volatility.
Palo Alto Networks (PANW) trades at $414.27, up 2.19% today and near its 52-week high, with strong technical momentum and bullish moving average signals. The company has beaten earnings estimates for three consecutive quarters, with Q3 2026 results pending. Revenue growth remains robust, climbing from $5.5B in 2022 to $9.2B in 2025, though net income margins have compressed from 32.1% to 2.67% as the company invests heavily in AI-driven security platforms.
The outlook remains positive given strong AI cybersecurity demand and platformization strategy, but premium valuations (P/E 1,013.93, P/S 26.99) and rising costs present risks. Analyst consensus is strongly bullish with 72% buy ratings and a $398.70 price target, though current price exceeds the target, suggesting near-term caution may be warranted despite long-term growth potential.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
Okta is a cloud-native security company that focuses on identity and access management. The San Francisco-based firm went public in 2017 and focuses on two key client stakeholder groups: workforces and customers. Okta's workforce offerings enable a company's employees to securely access its cloud-based and on-premises resources. The firm's customer offerings allow its clients' customers to securely access the client's applications.
Read more on OKTA →Palo Alto Networks is a pure-play cybersecurity vendor that sells security appliances, subscriptions, and support into enterprises, government entities, and service providers. The company's product portfolio includes firewall appliances, virtual firewalls, endpoint protection, cloud security, and cybersecurity analytics. The Santa Clara, California, firm was established in 2005 and sells its products worldwide.
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