Compare Stocks › PANW vs TXN
Palo Alto Networks, Inc. (PANW) vs Texas Instruments Incorporated (TXN)
PANW
Palo Alto Networks, Inc.
$181.09
VS
TXN
Texas Instruments Incorporated
$280.95
Rewards
PANW
- ★Gross margin of 73.5% indicates strong pricing power — typical of businesses with significant intellectual property or brand strength.
- ★Free cash flow has grown at a 24.6% CAGR over the past 4 years, demonstrating strong earnings power growth.
- ★Each dollar of retained earnings has created $3.75 of earning power — management is an exceptional capital allocator.
TXN
- ★Texas Instruments Incorporated has maintained ROIC above 10% for 4 consecutive years, suggesting solid business economics.
- ★Return on equity has consistently exceeded 20% over 4 years, indicating efficient use of shareholder capital.
- ★Dividend yield of 2.02% with a consistent or growing payout over the past 4 years.
Risks
PANW
- ⚠Share count has increased by 12% over the past 4 years, diluting existing shareholders.
- ⚠Despite buyback spending, shares outstanding increased in 2 out of 3 years — stock-based compensation is offsetting repurchases.
- ⚠FCF yield of 1.9% is below 3%, meaning the market is pricing in substantial future growth to justify the current price.
TXN
- ⚠FCF yield of 1.0% is below 3%, meaning the market is pricing in substantial future growth to justify the current price.
- ⚠Trailing P/E of 48.0x is 77% above the historical average of 27.1x — the stock trades at a premium to its own history.
- ⚠16 insider sales totaling $67.5M with no purchases in the past 3 months — insiders are reducing their exposure.
Key Valuation Metrics
Learn more →PANW
TXN
Valuation
$2.86B
Free Cash Flow
$2.60B
1.95%
FCF Yield
1.02%
101.17
Trailing P/E
48.03
45.62
Forward P/E
30.74
Quality & Moat
12.30%
ROIC
17.87%
12.07%
ROE
29.81%
73.50%
Gross Margin
57.32%
1.67
PEG Ratio
1.53
Balance Sheet Safety
0.05
Debt / Equity
0.84
N/A
Interest Coverage
N/A
-2.65
Net Debt / EBITDA
1.03
N/A
Dividend Yield
2.02%
PANW: 5Ties: 1TXN: 5
PANWTXN
Historical Fundamentals
Learn more →PANW
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
TXN
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
$1 Retained Earnings Test
Learn more →PANW
$19.59
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$4.15B
Δ Market Cap
+$81.33B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
TXN
$3.91
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$1.96B
Δ Market Cap
+$7.67B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
Discounted Cash Flow (DCF) Analysis
Learn more →PANW
421.4% Overvalued
Price is 421.4% above estimated fair value
Current Price: $181.09
Strongly undervalued
Strongly overvalued
Fair Value: $34.73
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
TXN
47.5% Overvalued
Price is 47.5% above estimated fair value
Current Price: $280.95
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $190.46
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Reverse DCF — Market-Implied Growth
Learn more →PANW
What growth rate is the market pricing in at $181?
+33.2%
Market-Implied Owner Earnings Growth
Standard FCF implies +20.2%
The market implies +33.2% Owner Earnings growth, below historical trends — potential opportunity.
Standard FCF implies a more demanding +20.2%, reflecting heavy growth investment expected to generate future returns.
TXN
What growth rate is the market pricing in at $281?
+21.0%
Market-Implied Owner Earnings Growth
Standard FCF implies +30.1%
The market implies +21.0% Owner Earnings growth, above historical trends.
Standard FCF implies a demanding +30.1%, reflecting heavy growth investment.
Economic Moat Score
Learn more →PANW
49/100
Narrow Moat
70+ Wide · 40-69 Narrow · <40 None
Narrow moat with reinvestment efficiency as the key competitive advantage. Improving roic consistency would strengthen the moat.
Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.
TXN
48/100
Narrow Moat
70+ Wide · 40-69 Narrow · <40 None
Narrow moat with roic consistency as the key competitive advantage. Improving reinvestment efficiency would strengthen the moat.
Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.
Forensic Accounting
Learn more →PANW
-2.59
Unlikely Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone
M-Score Trend
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
TXN
-2.67
Unlikely Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone
M-Score Trend
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
Ownership Breakdown
Learn more →PANW
Insiders 0.8%Institutions 74.8%Retail & Other 24.4%
No. of Institutional Holders3,345
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
TXN
Insiders 0.3%Institutions 90.9%Retail & Other 8.8%
No. of Institutional Holders3,157
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
High insider ownership aligns management incentives with shareholders. Institutional concentration can indicate smart-money conviction but also crowding risk.
Insider Buying Activity
Learn more →PANW
1
Buys (3M)
1
Buys (12M)
Total value (12M): $10.00M
ARORA NIKESH
Chief Executive Officer
$10.00M
@ $146.87 · 2026-03-27
Open market purchases · includes direct & indirect ownership · excludes option exercises
TXN
0
Buys (3M)
0
Buys (12M)
No open market insider purchases found.
Open market purchases · includes direct & indirect ownership · excludes option exercises
Open market purchases · includes direct & indirect ownership · excludes option exercises.
Insider Selling Activity
Learn more →PANW
4
Sells (3M)
32
Sells (12M)
Total value (12M): $449.39M
KEY JOHN PHILLIP
Director
$272,459
@ $173.32 · 2026-04-08
GOLECHHA DIPAK
Chief Financial Officer
$802,077
@ $160.42 · 2026-04-01
PAUL JOSHUA D.
Officer
$177,540
@ $161.40 · 2026-04-01
PAUL JOSHUA D.
Officer
$251,430
@ $147.90 · 2026-03-02
KLARICH LEE
Chief Technology Officer
$23.07M
@ $191.03 · 2026-01-08
PAUL JOSHUA D.
Officer
$147,848
@ $184.81 · 2026-01-02
JENKINS WILLIAM D JR
President
$167,068
@ $184.81 · 2026-01-02
JENKINS WILLIAM D JR
President
$1.17M
@ $188.07 · 2025-12-26
GOLECHHA DIPAK
Chief Financial Officer
$940,910
@ $188.18 · 2025-12-23
KLARICH LEE
Chief Technology Officer
$23.18M
@ $191.91 · 2025-12-03
PAUL JOSHUA D.
Officer
$132,573
@ $189.39 · 2025-12-01
KLARICH LEE
Chief Technology Officer
$26.32M
@ $217.94 · 2025-11-03
PAUL JOSHUA D.
Officer
$153,979
@ $219.97 · 2025-11-03
KLARICH LEE
Chief Technology Officer
$25.59M
@ $211.92 · 2025-10-06
PAUL JOSHUA D.
Officer
$141,512
@ $202.16 · 2025-10-01
GOLECHHA DIPAK
Chief Financial Officer
$1.02M
@ $204.19 · 2025-09-23
ARORA NIKESH
Chief Executive Officer
$172.72M
@ $204.06 · 2025-09-23
KLARICH LEE
Chief Technology Officer
$23.08M
@ $191.11 · 2025-09-03
PAUL JOSHUA D.
Officer
$131,334
@ $187.62 · 2025-09-02
PAUL JOSHUA D.
Officer
$128,940
@ $184.20 · 2025-08-21
KLARICH LEE
Officer
$20.72M
@ $171.58 · 2025-08-04
ZUK NIR
Chief Technology Officer
$17.28M
@ $172.80 · 2025-08-01
KLARICH LEE
Officer
$24.26M
@ $200.86 · 2025-07-07
PAUL JOSHUA D.
Officer
$122,400
@ $204.00 · 2025-07-01
ZUK NIR
Chief Technology Officer
$19.87M
@ $198.66 · 2025-07-01
GOLECHHA DIPAK
Chief Financial Officer
$1.01M
@ $201.85 · 2025-06-23
PAUL JOSHUA D.
Officer
$160,840
@ $201.05 · 2025-06-20
KLARICH LEE
Officer
$23.57M
@ $195.14 · 2025-06-04
ZUK NIR
Chief Technology Officer
$19.34M
@ $193.36 · 2025-06-02
BAWA APARNA
Director
$99,940
@ $190.00 · 2025-05-30
JENKINS WILLIAM D JR
President
$500,198
@ $186.15 · 2025-05-23
KLARICH LEE
Officer
$22.86M
@ $189.27 · 2025-05-05
PAUL JOSHUA D.
Officer
$75,564
@ $188.91 · 2025-05-01
ZUK NIR
Chief Technology Officer
$18.78M
@ $187.80 · 2025-05-01
KLARICH LEE
Officer
$18.25M
@ $151.13 · 2025-04-07
GOLECHHA DIPAK
Chief Financial Officer
$750,000
@ $150.00 · 2025-04-07
ARORA NIKESH
Chief Executive Officer
$133.33M
@ $169.11 · 2025-04-03
PAUL JOSHUA D.
Officer
$151,668
@ $168.52 · 2025-04-01
PAUL JOSHUA D.
Officer
$129,850
@ $185.50 · 2025-03-20
ARORA NIKESH
Chief Executive Officer
$12.70M
@ $181.56 · 2025-03-05
ARORA NIKESH
Chief Executive Officer
$132.77M
@ $184.80 · 2025-03-04
KLARICH LEE
Officer
$18.79M
@ $188.56 · 2025-03-03
JENKINS WILLIAM D JR
President
$493,370
@ $205.49 · 2025-02-19
ARORA NIKESH
Chief Executive Officer
$143.81M
@ $182.40 · 2025-02-04
KLARICH LEE
Officer
$18.19M
@ $182.45 · 2025-02-03
PAUL JOSHUA D.
Officer
$126,854
@ $181.22 · 2025-02-03
KLARICH LEE
Officer
$21.56M
@ $179.70 · 2025-01-06
ARORA NIKESH
Chief Executive Officer
$143.09M
@ $181.50 · 2025-01-06
PAUL JOSHUA D.
Officer
$258,300
@ $184.50 · 2025-01-02
MCCARTHY MARY PAT
Director
$2.40M
@ $400.16 · 2024-12-12
BAWA APARNA
Director
$100,004
@ $400.02 · 2024-12-04
ESCHENBACH CARL M
Director
$3.65M
@ $405.38 · 2024-12-04
GOLECHHA DIPAK
Chief Financial Officer
$975,600
@ $390.24 · 2024-12-02
PAUL JOSHUA D.
Officer
$78,048
@ $390.24 · 2024-12-02
KLARICH LEE
Officer
$23.36M
@ $389.41 · 2024-12-02
JENKINS WILLIAM D JR
President
$506,288
@ $387.96 · 2024-11-25
ZUK NIR
Chief Technology Officer
$65.08M
@ $387.39 · 2024-11-25
KLARICH LEE
Officer
$21.64M
@ $360.65 · 2024-11-04
PAUL JOSHUA D.
Officer
$71,806
@ $359.03 · 2024-11-01
ARORA NIKESH
Chief Executive Officer
$30.02M
@ $367.99 · 2024-10-10
KLARICH LEE
Officer
$20.39M
@ $339.81 · 2024-10-04
ZUK NIR
Chief Technology Officer
$11.97M
@ $332.50 · 2024-10-01
ARORA NIKESH
Chief Executive Officer
$22.87M
@ $342.98 · 2024-09-04
KLARICH LEE
Officer
$20.70M
@ $344.98 · 2024-09-04
GOLECHHA DIPAK
Chief Financial Officer
$897,675
@ $359.07 · 2024-09-03
PAUL JOSHUA D.
Officer
$71,814
@ $359.07 · 2024-09-03
ZUK NIR
Chief Technology Officer
$12.93M
@ $359.17 · 2024-09-03
MCCARTHY MARY PAT
Director
$3.48M
@ $348.49 · 2024-08-27
KEY JOHN PHILLIP
Director
$1.05M
@ $349.68 · 2024-08-23
ARORA NIKESH
Chief Executive Officer
$59.94M
@ $367.36 · 2024-08-20
MCCARTHY MARY PAT
Director
$341,441
@ $341.44 · 2024-08-19
ARORA NIKESH
Chief Executive Officer
$22.09M
@ $333.79 · 2024-08-13
ARORA NIKESH
Chief Executive Officer
$166,529
@ $333.06 · 2024-08-09
KLARICH LEE
Officer
$17.76M
@ $295.93 · 2024-08-05
PAUL JOSHUA D.
Officer
$64,682
@ $323.41 · 2024-08-01
ZUK NIR
Chief Technology Officer
$11.44M
@ $317.77 · 2024-08-01
KLARICH LEE
Officer
$42.16M
@ $335.00 · 2024-07-08
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
TXN
16
Sells (3M)
19
Sells (12M)
Total value (12M): $69.61M
YUNUS MOHAMMAD
Officer
$13.82M
@ $270.44 · 2026-04-29
KANE KATHARINE
General Counsel
$1.66M
@ $270.41 · 2026-04-27
BAHAI AHMAD
Officer
$982,359
@ $268.40 · 2026-04-27
RON AMICHAI
Officer
$5.00M
@ $272.43 · 2026-04-24
WITZSCHE CHRISTINE
Officer
$998,771
@ $275.52 · 2026-04-24
LEONARD SHANON J
Officer
$5.06M
@ $277.95 · 2026-04-24
LIZARDI RAFAEL R
Chief Financial Officer
$11.12M
@ $274.23 · 2026-04-24
BLUEDORN TODD M
Director
$1.18M
@ $274.25 · 2026-04-24
PATSLEY PAMELA H
Director
$1.19M
@ $276.11 · 2026-04-24
KOZANIAN HAGOP H
Officer
$1.55M
@ $225.95 · 2026-02-17
GARY MARK
Officer
$5.24M
@ $226.00 · 2026-02-11
BAHAI AHMAD
Officer
$1.50M
@ $230.79 · 2026-02-11
LIZARDI RAFAEL R
Chief Financial Officer
$15.88M
@ $221.73 · 2026-02-11
ROBERTS MARK T
Officer
$986,604
@ $221.16 · 2026-02-09
BAHAI AHMAD
Officer
$670,387
@ $223.46 · 2026-02-05
BLINN MARK A
Director
$696,647
@ $221.58 · 2026-02-05
KIRK RONALD
Director
$1.62M
@ $162.33 · 2025-11-24
WITZSCHE CHRISTINE
Officer
$164,306
@ $164.31 · 2025-11-13
BAHAI AHMAD
Officer
$308,030
@ $205.35 · 2025-08-25
TEMPLETON RICHARD K
Chairman of the Board
$19.85M
@ $195.41 · 2025-02-28
TEMPLETON RICHARD K
Chairman of the Board
$38.65M
@ $199.20 · 2025-02-26
TEMPLETON RICHARD K
Chairman of the Board
$39.32M
@ $202.70 · 2025-02-24
CLARK JANET F
Director
$1.23M
@ $203.62 · 2025-02-24
BLINN MARK A
Director
$1.17M
@ $189.89 · 2025-02-19
LEONARD SHANON J
Officer
$401,241
@ $186.62 · 2025-02-18
BLINN MARK A
Director
$106,617
@ $180.71 · 2025-02-04
KIRK RONALD
Director
$2.14M
@ $203.33 · 2024-11-25
GARY MARK
Officer
$3.49M
@ $219.82 · 2024-11-08
ILAN HAVIV
Chief Executive Officer
$2.88M
@ $219.30 · 2024-11-08
YUNUS MOHAMMAD
Officer
$1.81M
@ $216.94 · 2024-11-07
BAHAI AHMAD
Officer
$472,514
@ $217.25 · 2024-11-07
LIZARDI RAFAEL R
Chief Financial Officer
$10.19M
@ $217.16 · 2024-11-07
GARY MARK
Officer
$940,296
@ $214.83 · 2024-11-06
WITZSCHE CHRISTINE
Officer
$27,941
@ $211.67 · 2024-11-06
ILAN HAVIV
Chief Executive Officer
$5.29M
@ $211.50 · 2024-11-06
SANCHEZ ROBERT E
Director
$2.09M
@ $208.80 · 2024-10-25
RON AMICHAI
Officer
$2.76M
@ $213.72 · 2024-08-29
GARY MARK
Officer
$3.22M
@ $212.63 · 2024-08-29
ROBERTS MARK T
Officer
$1.00M
@ $213.08 · 2024-08-29
PATSLEY PAMELA H
Director
$1.29M
@ $212.43 · 2024-08-29
BAHAI AHMAD
Officer
$892,427
@ $209.98 · 2024-08-27
YUNUS MOHAMMAD
Officer
$789,215
@ $208.90 · 2024-08-26
ILAN HAVIV
Chief Executive Officer
$251,324
@ $209.44 · 2024-08-26
GARY MARK
Officer
$939,037
@ $207.20 · 2024-08-23
KNECHT JULIE C.
Officer
$1.63M
@ $209.49 · 2024-08-23
LEONARD SHANON J
Officer
$588,301
@ $208.91 · 2024-08-23
HOBBY JEAN M
Director
$4.37M
@ $205.71 · 2024-08-22
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives.
🎭 Mr. Market's Mood
Learn more →PANW
😐Neutral(54/100)
"Market is pricing this stock without strong emotion in either direction"
Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
TXN
😏Greed(69/100)
"Market is optimistic — be cautious and ensure you have a margin of safety"
Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
Composite sentiment score based on market signals. Inspired by Buffett’s "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
⚖️ Buffett Signal
Learn more →PANW
⚪Awaiting DCF Data
The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.
DCF Margin of Safety: N/AMr. Market's Mood: Neutral (54)
TXN
⚪Awaiting DCF Data
The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.
DCF Margin of Safety: N/AMr. Market's Mood: Greed (69)