Report
Mark Cash
EUR 100.00 For Business Accounts Only

Palo Alto Networks Is Our Top Cybersecurity Pick and Added to the Best Ideas List

Narrow-moat Palo Alto Networks was added to our Best Ideas list and currently trades at an attractive discount to our fair value estimate of $305 per share. We expect the firewall leader's 19% five-year revenue CAGR to outpace its peers by growing within high growth areas for cloud-based cybersecurity, analytics, and automation. Complexities associated with managing various software and hardware vendors and a dearth of cybersecurity talent leads our view that firms and government entities are cl...
Underlying
Palo Alto Networks Inc.

Palo Alto Networks provides a platform that allows enterprises, service providers, and government entities to secure their organizations. The company's platform uses a traffic classification engine that identifies network traffic by application, user, and content and provides security across the network, endpoint, and cloud. The company's product, subscription, and support offerings include: firewall appliances and software; and Panorama, which is a centralized security management solution for global control of various firewall appliances and software deployed on an end-customer's network as well as in their instances in public or private cloud environments as a virtual appliance or a physical appliance.

Provider
Morningstar
Morningstar

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors.

Morningstar provides data on approximately 530,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 18 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries and had approximately $185 billion in assets under advisement and management as of June 30, 2016.

We have operations in 27 countries.

Analysts
Mark Cash

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