Palo Alto Networks Inc vs Zoom Video Communications, Inc. — how do they compare? Palo Alto Networks Inc trades at $418.78 (market cap $331.76B), while Zoom Video Communications, Inc. trades at $97.75 (market cap $27.62B). The key difference: Palo Alto Networks Inc is far larger — about 12× Zoom Video Communications, Inc.'s market cap, and Palo Alto Networks Inc is trading nearer its 52-week high, Zoom Video Communications, 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 Zoom Video Communications, Inc. for 92 Days on average.
| PANW | ZM | |
|---|---|---|
Market Cap | $331.76B | $27.62B |
Volume | 3,886,927 | 3,913,188 |
Sector | Technology | Technology |
52-Week High | $419.91 | $111.88 |
52-Week Low | $141.67 | $72.72 |
Typical Hold Time | 82 Days | 92 Days |
Enterprise Value | $331.19B | $20.43B |
Signals from Pluang's Aura AI — not financial advice
Palo Alto Networks (PANW) trades at $418.78, up 3.3% with strong technical momentum near 52-week highs. The stock shows bullish moving averages and has consistently beaten earnings estimates in recent quarters. Revenue growth remains robust at $9.22B for 2025, though valuation metrics appear elevated with P/E at 1,013.93 and P/S at 26.99. The company's platformization strategy and AI security services are driving investor optimism.
Outlook remains positive with 72% analyst buy ratings and $398.70 consensus target, though premium valuation and rising costs present risks. AI cybersecurity demand creates growth opportunities, but execution on large customer deals and margin sustainability will be critical for continued upside.
Zoom Communications (ZM) trades at $97.74, up 3.13% on the day, with a bullish technical outlook supported by moving averages. The stock shows strong profitability with a net income margin of 65.19% and ROE of 32.14%, though recent earnings were mixed with one miss and two beats. Revenue growth is steady, projected to reach $5.0B in 2026, and the company is actively investing in AI-driven revenue tools, as highlighted by recent product launches.
The outlook for ZM is positive, with a consensus price target of $118.08 offering ~21% upside, supported by analyst buy ratings. Key risks include reliance on international sales and competitive pressures in the communication software space. Cash flow trends show variability, with net cash flow negative in 2025 and 2026, requiring monitoring of capital allocation.
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 →Zoom Video Communications, Inc. develops a people-centric cloud service that transforms real-time collaboration experience. The Company offers unified meeting experience, a cloud service that provides a 3-in-1 meeting platform with HD video conferencing, mobility, and web meetings. Zoom Video Communications serves customers worldwide.
Read more on ZM →