Valuation models
price $365.87 · as of Nov 2, 2026
DCF · Perpetuity growth · 5yused27.16 – 36.5930.501100% overvaluedDCF · Perpetuity growth · 10y32.37 – 44.3936.83893% overvaluedP/E · peers35.16 – 91.2948.93648% overvaluedP/E · own history23.76 – 97.8856.44548% overvaluedPEG—104.62250% overvaluedEV/EBITDA · peers32.58 – 75.0340.26809% overvaluedEV/Revenue · peers106.38 – 222.96148.99146% overvaluedWall St. consensus target—415.0012% belowCost of capital (WACC)—8.84%—
DCF · Perpetuity growth · 5y leads for a software company — positive operating income and three years of positive free cash flow. How the headline model is chosen. The price is 1100% above the model value: the models see only the filed business, and a company priced on businesses with no revenue line yet is better taken apart, as Tesla is.
Model value · DCF · Perpetuity growth · 5y
30.50
Palo Alto Networks closed at $365.87 — overvalued by 1100% vs model.
27.16the model's range36.59
DCF · Perpetuity growth · 5y leads for a software company — positive operating income and three years of positive free cash flow. From a five-year discounted cash flow.
Other models
36.83 – 148.99
Wall St. target
415.00 12% below
Above model, 1y
32 of 32 days
How it is valued
Valued asSoftware
Moderate growth (~20% recent)Thin margins (2.7% net margin)Highly cyclical earnings
Model estimates for research reference only, not investment advice. Every model rests on assumptions that may not match what happens; how each model works is in the manual.