OPEN
Opendoor Technologies Inc.
There isn't enough reported data to score OPEN yet.
PANW
Palo Alto Networks, Inc.
PANW's fundamentals are mixed, but it looks expensive: trading at 807x earnings, about seven times its usual 119x. Its downside scenario is about six times its upside.
OPEN Fundamentals
| Metric | Status |
|---|---|
| Under pressure | |
| Weak | |
| N/A | |
| N/A |
OPEN's revenue and profitability are currently under pressure. Free cash flow and net leverage aren't meaningful measures for real estate companies like OPEN.
PANW Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Stable | |
| Strong | |
| Strong |
PANW's revenue, cash flow and balance sheet are currently strong, and its profitability is stable.
OPEN PE Valuation
OPEN has no meaningful PE right now: it lost money over the past year.
PANW PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 48x | $19.37 | -94% |
| Forward | 74x | $323 | — |
| Fair | 117x | $46.90 | -85% |
| Expensive | 344x | $138 | -57% |
| Current | 807x | $323 | — |
Historical ranges are pointers, not guarantees.
PANW's PE is in its expensive range at 807x. If earnings grow as analysts expect, today's price would be 74x next year's earnings, in its cheap range.
OPEN Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses growing | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Low |
Analysts expect OPEN's losses to grow, with revenue growing. However, they disagree widely on these estimates.
PANW Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Strong growth | |
| Weakening | |
| Moderate | |
| High |
Analysts expect earnings and revenue growth for PANW, but weaker profitability.
OPEN Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$2.00 | -$1.56 |
| Q2 2026 | -$1.89 | -$1.46 |
| Q1 2026 | -$1.76 | -$1.24 |
| Q4 2025 | -$1.70 | -$1.14 |
| Q3 2025 | -$0.44 | +$0.09 |
| Q2 2025 | -$0.43 | +$0.15 |
| Q1 2025 | -$0.52 | -$0.10 |
| Q4 2024 | -$0.56 | -$0.14 |
OPEN lost $2.00 per share over the past year, and its loss has widened in each of the last five quarters.
PANW Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $4.34 | +985% |
| Q3 2026 | $0.40 | -75% |
| Q2 2026 | $1.21 | -32% |
| Q1 2026 | $1.80 | +0.6% |
| Q4 2025 | $1.57 | -59% |
| Q3 2025 | $1.60 | -56% |
| Q2 2025 | $1.77 | -49% |
| Q1 2025 | $1.79 | -44% |
| Q4 2024 | $3.85 | +333% |
PANW has the edge over OPEN on earnings quality, reporting a profit while its opponent remains loss making.
OPEN Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $1B | +12% |
| Q2 2026 | $883M | -44% |
| Q1 2026 | $720M | -38% |
| Q4 2025 | $736M | -32% |
| Q3 2025 | $915M | -34% |
| Q2 2025 | $1.6B | +3.7% |
| Q1 2025 | $1.2B | -2.4% |
| Q4 2024 | $1.1B | +25% |
OPEN's revenue is recovering but still below its 2022 peak: $1B last quarter, up 12% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -18% | -11 points |
| Q2 2026 | -16% | -16 points |
| Q1 2026 | -22% | -17 points |
| Q4 2025 | -20% | -12 points |
| Q3 2025 | -7.4% | -2.6 points |
| Q2 2025 | -0.8% | +3.9 points |
| Q1 2025 | -4.9% | +2.5 points |
| Q4 2024 | -8.7% | +4.6 points |
OPEN's operating margin was −18% last quarter, down 11 points from the same quarter a year ago.
PANW Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $3.4B | +34% |
| Q2 2026 | $3B | +31% |
| Q1 2026 | $2.6B | +15% |
| Q4 2025 | $2.5B | +16% |
| Q3 2025 | $2.5B | +16% |
| Q2 2025 | $2.3B | +15% |
| Q1 2025 | $2.3B | +14% |
| Q4 2024 | $2.1B | +14% |
PANW has the edge over OPEN on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 5% | -15 points |
| Q2 2026 | -6.1% | -16 points |
| Q1 2026 | 15% | +4.7 points |
| Q4 2025 | 12% | -0.9 points |
| Q3 2025 | 20% | +8.7 points |
| Q2 2025 | 9.6% | +0.7 points |
| Q1 2025 | 11% | +7.9 points |
| Q4 2024 | 13% | +1.9 points |
PANW has the edge over OPEN on profitability, with a higher operating margin.
OPEN Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$836M | -294% |
| Q2 2026 | -$723M | -188% |
| Q1 2026 | -$250M | +$33M |
| Q4 2025 | $67M | +$150M |
| Q3 2025 | $432M | +671% |
| Q2 2025 | $821M | +$1.2B |
| Q1 2025 | -$283M | -$97M |
| Q4 2024 | -$83M | +$468M |
OPEN's free cash flow was −$1.7B over the past year, against $887M the year before. Free cash flow isn't a meaningful measure for real estate companies like OPEN.
PANW Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $1.3B | +34% |
| Q2 2026 | $788M | +41% |
| Q1 2026 | $384M | -25% |
| Q4 2025 | $1.7B | +15% |
| Q3 2025 | $934.5M | +101% |
| Q2 2025 | $560.4M | +14% |
| Q1 2025 | $509.4M | -22% |
| Q4 2024 | $1.5B | -1.6% |
PANW has the edge over OPEN on cash generation, producing positive trailing cash flow while its opponent burns cash.
OPEN Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -1.7% | -16.3M shares |
| 1 year | +30% | +220M shares |
| 3 years | +42% | +282M shares |
| 5 years | +61% | +361M shares |
| Available history | +1042% | +866M shares |
OPEN has 949M diluted shares, up 30% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2019 | — |
PANW Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -4.6% | -37M shares |
| 1 year | +7.7% | +54.7M shares |
| 3 years | +12% | +79.4M shares |
| 5 years | +32% | +186M shares |
| Available history | +32% | +184M shares |
PANW has the edge over OPEN on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | — |
| Q3 2024 | — |
| Q2 2024 | $500M |
| Q1 2024 | — |
OPEN Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2022 | 337.2x | High |
OPEN's net debt is more than 20 years of its operating earnings (EBITDA). Net leverage isn't a meaningful measure for real estate companies like OPEN.
PANW Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -1.6x | Net Cash |
| Q2 2026 | -1.5x | Net Cash |
| Q1 2026 | -2.3x | Net Cash |
| Q4 2025 | -1.9x | Net Cash |
| Q3 2025 | -1.4x | Net Cash |
| Q2 2025 | -1.8x | Net Cash |
| Q1 2025 | -1.8x | Net Cash |
| Q4 2024 | -2.2x | Net Cash |
PANW has more cash than debt.
OPEN Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 20.6 | Oversold |
| Stochastic | 1.2 | Oversold |
OPEN's weekly RSI is 21 (oversold) and its Stochastic is 1 (oversold).
PANW Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 49.6 | Neutral |
| Stochastic | 18.8 | Oversold |
PANW's weekly RSI is 50 (neutral) and its Stochastic is 19 (oversold).
OPEN PE vs Real Estate Sector
OPEN has no meaningful PE right now: it lost money over the past year.
PANW PE vs Technology Sector
| Metric | PANW | Sector median | Relative |
|---|---|---|---|
| PE | 807x | 28x | 2,795% above |
| PE % | 89 | 35 | 54 pts above |
PANW is trading at 807x earnings, a 2795% premium to the Technology sector's median of 28x.
OPEN Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $1.97 | 37% below |
| 20 week MA | $3.00 | 59% below |
| 50 week MA | $4.37 | 72% below |
| 100 week MA | $3.74 | 67% below |
| 200 week MA | $3.13 | 60% below |
OPEN is in a downtrend: it's below all five of its weekly moving averages, and 60% below its 200-week average.
PANW Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $365.2 | 12% below |
| 20 week MA | $355.8 | 9.3% below |
| 50 week MA | $260.9 | 24% above |
| 100 week MA | $225.6 | 43% above |
| 200 week MA | $182.3 | 77% above |
PANW has the edge over OPEN on trend strength, trading above more of its moving averages.
OPEN Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $10.9 | $27.4 | +150% |
| 2021 | $27.4 | $14.9 | -46% |
| 2022 | $14.9 | $1.02 | -93% |
| 2023 | $1.02 | $4.48 | +339% |
| 2024 | $4.48 | $1.67 | -63% |
| 2025 | $1.67 | $6.01 | +260% |
| 2026 YTD | $6.01 | $1.24 | -79% |
OPEN's yearly returns have swung widely, from +339% in 2023 to −93% in 2022. It's down 79% so far in 2026.
PANW Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $38.9 | $61.2 | +57% |
| 2021 | $61.2 | $93.6 | +53% |
| 2022 | $93.6 | $70.6 | -25% |
| 2023 | $70.6 | $147.4 | +109% |
| 2024 | $147.4 | $186.2 | +26% |
| 2025 | $186.2 | $188.5 | +1.2% |
| 2026 YTD | $188.5 | $322.7 | +71% |
PANW has the edge over OPEN on returns for 2026, with the stronger performance.