08/20/2024, 03:41 PM UTC
帕洛阿尔托网络公司Q4财报：为昨日的安全支付溢价（升级）Palo Alto Networks Q4 Earnings: Paying A Premium For Yesterday's Security (Upgrade)
1、帕洛阿尔托网络公司第四季度财报超出预期，但以29倍未来自由现金流购买增长率为中等的股票估值过高。2、作者将股票评级从卖出升级为持有，认为网络安全领域有更好的投资机会。3、与帕洛阿尔托网络公司相比，SentinelOne因其更快的增长和更好的估值被视为更具吸引力的投资选择。1. Palo Alto Networks' Q4 earnings exceeded expectations, but the stock is overvalued at 29x forward free cash flow for mid-teen growth rates. 2. The author upgraded the stock from sell to hold, suggesting better opportunities in the cybersecurity sector. 3. SentinelOne, with faster growth and better valuation, is considered a more attractive investment compared to Palo Alto Networks.
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