Palantir shares are down slightly after reporting first-quarter results, which we suspect is due to a slight miss on US commercial revenue relative to expectations (FactSet). Still, the rule of 40—the sum of revenue growth and operating margin—reached 145%, yet another all-time high.
Palantir has developed the premier AI software, well-positioned to capitalize on trends toward digitization, automation, and reindustrialization. We believe Panatir's software maintains a strategic position in the AI value chain as a model orchestrator.
Palantir’s end markets are confined to entities that coalesce with Western ethos. This caps the total addressable market.
|
Metric
|
PLTR
|
SNOW
|
ZS
|
|---|---|---|---|
Price/Earnings (Normalized) | 132.90 | 165.08 | 32.87 |
Price/Book Value | 36.31 | 41.59 | 8.85 |
Price/Sales | 62.96 | 15.76 | 6.48 |
Price/Cash Flow | 109.68 | 83.98 | 17.76 |
|
Metric
|
PLTR
|
SNOW
|
ZS
|
|---|---|---|---|
Quick Ratio | 6.82 | 0.94 | 1.71 |
Current Ratio | 6.91 | 1.05 | 1.86 |
Interest Coverage | — | −163.06 | −23.63 |
|
Metric
|
PLTR
|
SNOW
|
ZS
|
|---|---|---|---|
Return on Assets (Normalized) | 29.50% | 6.23% | 10.16% |
Return on Equity (Normalized) | 36.08% | 24.43% | 32.16% |
Return on Invested Capital (Normalized) | 30.98% | 8.05% | 14.73% |
|
1-Day Chart
|
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Price
|
Morningstar Rating for Stocks
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United States