នេះជារបៀបដែល Palo Alto Networks ជង់ប្រឆាំងនឹងដៃគូប្រកួតប្រជែងសំខាន់របស់ខ្លួន។

Other factors that may have helped lift Palo Alto’s shares included an expansion of its buyback program and a three-for-one stock split planned for Sept. 14.

During fiscal 2022, Palo Alto’s sales increased by 29% to $5.502 billion. The company’s gross profit increased by 27% to $3.783 billion. But that was outweighed by operating expenses totaling $3.972 billion, for an operating loss of $189 million. The diluted net loss per share for fiscal 2022 was $2.71, narrowing from a loss of $5.18 a share in fiscal 2021.

For the fourth quarter of fiscal 2022, the company was profitable, with EPS of 3 cents. It also expected to be profitable on a GAAP basis in fiscal 2023.

But from the immediate reaction, it is clear that investors are fixated on Palo Alto’s sales growth.

What about its competitors? In its annual report for fiscal 2021, Palo Alto listed five “main competitors” by name: Cisco Systems Inc.
ស៊ីអេសស៊ី
-0.18​%,
Check Point Software Technologies, Ltd.
CHKP,
+ 0.48%,
Fortinet Inc.,
FTNT,
+ 1.18%,
ក្រុមហ៊ុន Zscaler Inc.
អេសអេស,
+ 1.94%
និង CrowdStrike Holdings Inc.
CRWD,
+ 4.15%.

FactSet lists three more “key” competitors to Palo Alto within the “network and communications hardware” space for which consensus sales estimates are available through 2024. They are included in the chart below.

How quickly are Palo Alto’s competitors expected to grow?

Palo Alto isn’t alone in having a fiscal year that doesn’t match the calendar. In order to compare its expected sales growth with its competitors, we looked at consensus estimates for calendar years 2022, 2023 and 2024 among analysts polled by FactSet.

Here are the nine companies listed by expected two-year compound annual growth rates (CAGR) for sales through 2024:

ក្រុមហ៊ុន	Ticker	Two-year expected sales CAGR through 2024	Estimated sales – 2022 ($mil)	Estimated sales – 2023 ($mil)	Estimated sales – 2024 ($mil)	មួកផ្សារ។ (លានដុល្លារ)
CrowdStrike Holdings Inc. ថ្នាក់ A	CRWD, + 4.15%	33.9%	$2,142	$2,935	$3,837	$39,670
ក្រុមហ៊ុន Zscaler Inc.	អេសអេស, + 1.94%	31.2%	$1,243	$1,660	$2,140	$23,124
បណ្តាញ Palo Alto Inc.	PANW, + 12.28%	21.8%	$6,070	$7,462	$8,998	$50,620
Fortinet Inc ។	FTNT, + 1.18%	20.8%	$4,383	$5,299	$6,392	$39,678
ក្រុមហ៊ុន Arista Networks Inc.	អាណែត + 0.28%	12.3%	$4,064	$4,634	$5,124	$38,686
ក្រុមហ៊ុន Motorola សូលូសិន	MSI -0.74​%	6.5%	$8,867	$9,416	$10,059	$41,498
Juniper Networks Inc ។	JNPR, + 0.45%	4.5%	$5,213	$5,501	$5,690	$9,346
ក្រុមហ៊ុន Check Point Software Technologies Ltd.	CHKP, + 0.48%	4.2%	$2,317	$2,427	$2,515	$15,264
Cisco System Inc.	ស៊ីអេសស៊ី -0.18​%	4.1%	$52,620	$54,930	$57,024	$197,565
ប្រភព: FactSet

ចុចលើសញ្ញាធីកសម្រាប់ព័ត៌មានបន្ថែមអំពីក្រុមហ៊ុននីមួយៗ។ បន្ទាប់មក អាន មគ្គុទេសក៍លម្អិតរបស់ Tomi Kilgore ចំពោះទ្រព្យសម្បត្តិនៃព័ត៌មានដែលអាចរកបានដោយឥតគិតថ្លៃនៅលើទំព័រសម្រង់ MarketWatch ។

For expected sales growth over the next two calendar years, Palo Alto ranks third, with smaller competitors Crowdstrike and Zscaler taking the top two spots. The largest company on the list, Cisco Systems, brings up the rear. Then again, Cisco’s “End to End Security” segment is expected to increase sales to $4.625 billion in 2024 from $3.86 billion in 2022, for expected CAGR of 9.5%.

Leaving the companies in the same order, here’s a summary of opinion among analysts polled by FactSet:

កុំនឹក: តើអ្វីជាវិធីល្អបំផុតក្នុងការវិនិយោគលើភាគហ៊ុនបច្ចេកវិទ្យាឥឡូវនេះ? យុទ្ធសាស្ត្រនេះដំណើរការល្អសម្រាប់អ្នកគ្រប់គ្រងមូលនិធិម្នាក់។

ស្តាប់ពី Ray Dalio នៅ MarketWatch's គំនិតថ្មីល្អបំផុតនៅក្នុងពិធីបុណ្យប្រាក់ នៅថ្ងៃទី 21 និង 22 ខែកញ្ញានៅទីក្រុងញូវយ៉ក។ អ្នកត្រួសត្រាយនៃមូលនិធិការពារហានិភ័យមានទស្សនៈយ៉ាងមុតមាំលើកន្លែងដែលសេដ្ឋកិច្ចត្រូវបានដឹកនាំ។