Stock Analysis on Net

Palo Alto Networks Inc. (NASDAQ:PANW)

$24.99

Common-Size Balance Sheet: Liabilities and Stockholders’ Equity
Quarterly Data

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Palo Alto Networks Inc., common-size consolidated balance sheet: liabilities and stockholders’ equity (quarterly data)

Microsoft Excel
Jul 31, 2025 Apr 30, 2025 Jan 31, 2025 Oct 31, 2024 Jul 31, 2024 Apr 30, 2024 Jan 31, 2024 Oct 31, 2023 Jul 31, 2023 Apr 30, 2023 Jan 31, 2023 Oct 31, 2022 Jul 31, 2022 Apr 30, 2022 Jan 31, 2022 Oct 31, 2021 Jul 31, 2021 Apr 30, 2021 Jan 31, 2021 Oct 31, 2020 Jul 31, 2020 Apr 30, 2020 Jan 31, 2020 Oct 31, 2019
Accounts payable
Accrued compensation
Accrued and other liabilities
Deferred revenue
Current portion of convertible senior notes, net
Current liabilities
Convertible senior notes, net, excluding current portion
Long-term deferred revenue
Deferred tax liabilities
Long-term operating lease liabilities
Other long-term liabilities
Long-term liabilities
Total liabilities
Temporary equity
Preferred stock; $0.0001 par value; none issued and outstanding
Common stock and additional paid-in capital; $0.0001 par value
Accumulated other comprehensive income (loss)
Retained earnings (accumulated deficit)
Stockholders’ equity
Total liabilities, temporary equity and stockholders’ equity

Based on: 10-K (reporting date: 2025-07-31), 10-Q (reporting date: 2025-04-30), 10-Q (reporting date: 2025-01-31), 10-Q (reporting date: 2024-10-31), 10-K (reporting date: 2024-07-31), 10-Q (reporting date: 2024-04-30), 10-Q (reporting date: 2024-01-31), 10-Q (reporting date: 2023-10-31), 10-K (reporting date: 2023-07-31), 10-Q (reporting date: 2023-04-30), 10-Q (reporting date: 2023-01-31), 10-Q (reporting date: 2022-10-31), 10-K (reporting date: 2022-07-31), 10-Q (reporting date: 2022-04-30), 10-Q (reporting date: 2022-01-31), 10-Q (reporting date: 2021-10-31), 10-K (reporting date: 2021-07-31), 10-Q (reporting date: 2021-04-30), 10-Q (reporting date: 2021-01-31), 10-Q (reporting date: 2020-10-31), 10-K (reporting date: 2020-07-31), 10-Q (reporting date: 2020-04-30), 10-Q (reporting date: 2020-01-31), 10-Q (reporting date: 2019-10-31).


Accounts Payable
The proportion of accounts payable relative to total liabilities, temporary equity, and stockholders’ equity showed moderate fluctuations over the periods. It started at 1.09%, dropped to around 0.47% by early 2021, then showed intermittent increases and decreases, ending near 0.98% in mid-2025. The trend indicates variable short-term payables but no dramatic shifts.
Accrued Compensation
This metric experienced notable volatility. Initially at 1.84%, it peaked multiple times, reaching highs near 4.2% in mid-2021 and 3.78% in mid-2023. The values generally fluctuated between approximately 1.7% and 4.2%, indicating varying levels of accrued employee-related liabilities, possibly reflecting shifts in payroll timing or incentives.
Accrued and Other Liabilities
Accrued and other liabilities remained relatively stable, varying between about 2.5% and 3.9% throughout the periods. Despite some moderate increases and decreases, the overall contribution to total liabilities and equity shows consistency in this category.
Deferred Revenue
Deferred revenue maintained a consistently significant share, ranging from approximately 22.6% to 32.24%. There is a clear upward trend from late 2019 through mid-2023, peaking around 32%, followed by slight declines but remaining above 26% through mid-2025. This suggests sustained or growing amounts of services or products paid for but not yet delivered, a positive sign for future revenue recognition.
Current Portion of Convertible Senior Notes, Net
This liability first appeared in mid-2021, peaking exceptionally at 35.22% by early 2022, and then steadily decreased to approximately 1.74% by mid-2025. This indicates a significant repayment or refinancing of short-term convertible debt obligations over time.
Current Liabilities
Current liabilities showed an unusual spike in the 2020-2022 period, climbing from around 30% to peaks exceeding 71%. After this elevated period, the proportion steadily declined, dropping below 34% by mid-2025. The early increase aligns with rising current portions of convertible notes, while subsequent decreases suggest improvements in short-term liability management or reclassification.
Convertible Senior Notes, Net (Excluding Current Portion)
Convertible senior notes excluding current portions exhibited irregular behavior, with high values in some quarters (above 30%) and abrupt disappearances from the dataset post early 2021. This discontinuity reflects either extinguishment, refinancing, or reclassification of long-term convertible debt obligations.
Long-Term Deferred Revenue
Long-term deferred revenue remained substantial, fluctuating mostly in the 20% to 32% range. The upward trend continued into mid-2023 with a peak near 32%, followed by a slight decline but still maintaining more than a quarter of total obligations by mid-2025. This reinforces the company's recurring revenue base and service delivery commitments extending beyond one year.
Deferred Tax Liabilities
Deferred tax liabilities are absent in early data but emerge around early 2023, initially above 3%, and steadily diminishing to less than 0.4% by mid-2025, indicating a decreasing deferred tax burden or possibly tax planning impacts reducing deferred tax provisions.
Long-Term Operating Lease Liabilities
This category showed a gradual but steady decline from about 5.44% in late 2019 to roughly 1.43% by mid-2025, indicating either termination of leases, renegotiations, or classification changes consistent with evolving lease accounting policies.
Other Long-Term Liabilities
Other long-term liabilities generally hovered below 1% until early 2023, after which they progressively increased, reaching around 4.2% by early 2025 and slightly decreasing thereafter. This rise may reflect growing provisions or contingencies recognized as long-term obligations.
Long-Term Liabilities (Total)
Total long-term liabilities fluctuated extensively. Starting near 48% in late 2019, they spiked as high as approximately 61% in late 2020 but significantly declined to around 26.5% in late 2021. Post-2021, this measure stabilized moderately between 26% and 36%. The sharp initial changes likely correspond with convertible note reclassifications and debt restructuring.
Total Liabilities
The total liabilities portion saw an increase from about 78% in late 2019 to nearly 99% by early 2022, marking a period of heavier reliance on liabilities relative to equity. Subsequently, a clear downward trend is visible, dropping to around 67% by mid-2025, signaling improved capitalization or growing equity base.
Stockholders' Equity
Stockholders’ equity showed inverse movement compared to total liabilities. Starting at approximately 22% in late 2019, equity sharply decreased to near 1% by early 2022, then broadly recovered to surpass 33% by mid-2025. This recovery indicates positive equity growth or liabilities reduction over time.
Common Stock and Additional Paid-In Capital
The common stock and additional paid-in capital ratio decreased initially from about 36% to a low near 15%, before gradually increasing again to approximately 22.5% by mid-2025. This pattern might relate to stock issuance, buybacks, or changes in capital structure impacting paid-in capital levels.
Retained Earnings / Accumulated Deficit
Retained earnings improved markedly over the timeline, starting with a negative value of about -14% and worsening temporarily to nearly -17%. However, from late 2022 onward, there was a strong positive shift, ultimately becoming positive by early 2024 and increasing to over 10% by mid-2025. This significant improvement reflects growing cumulative profitability or loss absorption.
Accumulated Other Comprehensive Income (Loss)
This component remained near zero in magnitude, fluctuating between slight negative and positive values. The small variations demonstrate minimal impact on the overall equity structure from other comprehensive income items.