PANW vs SMCI: Which is Better to Buy in 2026?

Side-by-side fundamental comparison based on AI analysis of SEC filings

AI Verdict

PANW has stronger fundamentals based on our AI analysis.

PANW
Palo Alto Networks Inc
HOLD
60%
Confidence
VS
SMCI
Super Micro Computer, Inc.
SELL
65%
Confidence

PANW vs SMCI Fundamental Comparison

Metric PANW SMCI
Revenue $5.1B $17.7B
Net Income $766.0M $568.8M
Net Margin 15.1% 3.2%
ROE 8.2% 8.1%
ROA 3.1% 2.0%
Current Ratio 1.04x 1.70x
Debt/Equity 0.21x 0.01x
EPS $1.07 $0.86

Green = Better metric | Red = Weaker metric

View Full PANW Analysis →
View Full SMCI Analysis →
Browse Sectors: Technology Healthcare Finance Energy Consumer Industrial
Stock Lists: Strong Buy Undervalued Growth Dividend

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PANW vs SMCI: Frequently Asked Questions

Is PANW or SMCI a better buy in 2026?

Based on dual AI fundamental analysis (Claude and ChatGPT), PANW has stronger fundamentals. PANW is rated HOLD (60% confidence) while SMCI is rated SELL (65% confidence). This is not investment advice.

How does PANW compare to SMCI fundamentally?

Palo Alto Networks Inc has ROE of 8.2% vs Super Micro Computer, Inc.'s 8.1%. Net margins are 15.1% vs 3.2% respectively.

Which stock pays higher dividends, PANW or SMCI?

PANW has a dividend yield of N/A or no dividend while SMCI has N/A or no dividend. Check individual stock pages for detailed dividend history and payout ratios.

Should I invest in PANW or SMCI for long term?

For long-term investing, consider that PANW has HOLD rating with 60% confidence, while SMCI has SELL rating with 65% confidence. Higher confidence indicates more consistent fundamentals from SEC filings. This is not investment advice - always do your own research.

What do the AI models say about PANW vs SMCI?

Our dual AI system (Claude by Anthropic and ChatGPT by OpenAI) analyzes SEC 10-K and 10-Q filings independently. For PANW vs SMCI, the AI consensus favors PANW based on fundamental metrics including revenue growth, profitability, ROE, and balance sheet strength.