Gen Digital vs Palo Alto Networks
企業の追加・変更・削除ができます(最大4社)。
要点
- 2026会計年度の売上高はPalo Alto Networksが$11.5B、Gen Digitalが$5.0Bで、Palo Alto Networksの方が規模が大きく、約2.3倍です。
- Gen Digitalの方が売上高の伸びが速い(27.1%、相手は24.5%)。
- Gen Digitalの方が売上1ドルあたりの営業利益が多い(営業利益率42.4%、相手は6.1%)。
- Palo Alto Networksの方が売上をより多くフリーキャッシュフローに変えている(FCFマージン35.8%、相手は30.5%)。
- Gen Digitalの方が投下資本利益率が高い(13.7%、相手は2.6%)。
| 直近会計年度 | GEN · FY26 | PANW · FY26 |
|---|---|---|
| 規模 | ||
| 時価総額 | $15.0B | $290.7B |
| 売上高 | $5.0B | $11.5B |
| フリーキャッシュフロー | $1.5B | $4.1B |
| 純利益 | $973M | $307M |
| 成長率 | ||
| 売上高成長率 | 27.1% | 24.5% |
| 5年成長率 | 14.4% | 22.0% |
| 株式数の変化 | −0.8% | 7.8% |
| 収益性 | ||
| 売上総利益率 | 78.5% | 70.4% |
| 営業利益率 | 42.4% | 6.1% |
| 純利益率 | 19.5% | 2.7% |
| FCFマージン | 30.5% | 35.8% |
| 投下資本利益率 | 13.7% | 2.6% |
| 自己資本利益率 | 39.9% | 1.7% |
| 貸借対照表 | ||
| 純負債 | $7.8B | −$1.3B |
| 純負債 / EBITDA | 3.0x | −0.8x |
| 配当と自社株買い | $946M | $1.0B |
| バリュエーションとクオリティ | ||
| PER | 14.5x | — |
| ピオトロスキーFスコア | 7 | 4 |
FY17
GEN $4.0B
PANW $1.8B
FY18
GEN $2.6B
PANW $2.3B
FY19
GEN $2.5B
PANW $2.9B
FY20
GEN $2.5B
PANW $3.4B
FY21
GEN $2.6B
PANW $4.3B
FY22
GEN $2.8B
PANW $5.5B
FY23
GEN $3.3B
PANW $6.9B
FY24
GEN $3.8B
PANW $8.0B
FY25
GEN $3.9B
PANW $9.2B
FY26
GEN $5.0B
PANW $11.5B
GEN
PANW
FY17
GEN −2.5%
PANW −9.4%
FY18
GEN −6.0%
PANW −4.6%
FY19
GEN 6.4%
PANW −1.9%
FY20
GEN 14.3%
PANW −5.3%
FY21
GEN 35.1%
PANW −7.2%
FY22
GEN 35.9%
PANW −3.4%
FY23
GEN 36.4%
PANW 5.6%
FY24
GEN 29.2%
PANW 8.5%
FY25
GEN 40.9%
PANW 13.5%
FY26
GEN 42.4%
PANW 6.1%
GEN
PANW
FY17
GEN −$279M
PANW $705M
FY18
GEN $808M
PANW $926M
FY19
GEN $1.3B
PANW $924M
FY20
GEN −$950M
PANW $821M
FY21
GEN $700M
PANW $1.4B
FY22
GEN $968M
PANW $1.8B
FY23
GEN $751M
PANW $2.6B
FY24
GEN $2.0B
PANW $3.1B
FY25
GEN $1.2B
PANW $3.5B
FY26
GEN $1.5B
PANW $4.1B
GEN
PANW
FY17
GEN −2.2%
PANW −17.2%
FY18
GEN −2.0%
PANW —
FY19
GEN 1.6%
PANW —
FY20
GEN 5.0%
PANW —
FY21
GEN 34.7%
PANW —
FY22
GEN 41.7%
PANW —
FY23
GEN 18.7%
PANW —
FY24
GEN 10.5%
PANW 27.9%
FY25
GEN 10.4%
PANW 20.8%
FY26
GEN 13.7%
PANW 2.6%
GEN
PANW
各社の直近会計年度のデータです。決算月は企業によって異なります。高い(または低い)方が明らかに良い項目では、各行の最良値を強調しています。投資助言ではありません。