Palo Alto Networks Inc vs Workday Inc — how do they compare? Palo Alto Networks Inc trades at $418.24 (market cap $331.76B), while Workday Inc trades at $186.14 (market cap $45.26B). The key difference: Palo Alto Networks Inc is far larger — about 7.3× Workday Inc's market cap, and Palo Alto Networks Inc is trading nearer its 52-week high, Workday Inc nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Palo Alto Networks Inc for 82 Days and Workday Inc for 38 Days on average.
| PANW | WDAY | |
|---|---|---|
Market Cap | $331.76B | $45.26B |
Volume | 3,886,927 | 2,342,190 |
Sector | Technology | Technology |
52-Week High | $419.91 | $245.67 |
52-Week Low | $141.67 | $112.55 |
Typical Hold Time | 82 Days | 38 Days |
Enterprise Value | $331.19B | $45.63B |
Signals from Pluang's Aura AI — not financial advice
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.
Workday (WDAY) trades at $185.67, up 0.77% with neutral technical signals and strong fundamental momentum. The company has beaten earnings estimates for three consecutive quarters, with Q3 2026 results pending. Revenue growth remains robust, projected to reach $10.2B in 2026, while profitability metrics show improvement. Recent strategic moves include expansion into the UAE market and AI product launches, though layoffs and a fraud investigation present headwinds. Analyst consensus leans bullish with a $202.92 price target, suggesting 9% upside potential from current levels.
WDAY presents a compelling growth story with AI-driven revenue acceleration and expanding profit margins, but faces execution risks amid restructuring and competitive pressures. The stock's premium valuation (P/E 38.25) requires sustained high growth to justify current levels. Institutional sentiment remains positive despite near-term volatility, with the key catalyst being Q3 earnings delivery against expectations of $2.74 EPS.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
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.
Read more on PANW →Workday is a software company that offers human capital management, or HCM, financial management, and business planning solutions. Known for being a cloud-only software provider, Workday is headquartered in Pleasanton, California. Founded in 2005, Workday now employs over 12,000 employees.
Read more on WDAY →