BBAI
BigBear.ai Holdings, Inc.
BBAI's outlook is improving, though it still trails on the overall score.
PLTR
Palantir Technologies Inc.
PLTR has the edge over BBAI overall, supported by stronger fundamentals and stronger valuation.
BBAI Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Weak | |
| Weak | |
| Unavailable |
BBAI's revenue is currently healthy, but its profitability and cash flow are weak. There isn't enough data to rate its balance sheet.
PLTR Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
PLTR's revenue, profitability, cash flow and balance sheet are all currently strong.
BBAI PE Valuation
BBAI has no meaningful PE right now: it lost money over the past year.
PLTR PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 75x | $172 | — |
| Current | 120x | $172 | — |
| Cheap | 165x | $236 | +37% |
| Fair | 251x | $359 | +109% |
| Expensive | 452x | $646 | +277% |
Historical ranges are pointers, not guarantees.
PLTR's PE is in its cheap range at 120x. If earnings grow as analysts expect, today's price would be 75x next year's earnings.
BBAI Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses steady | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| High |
Analysts expect BBAI's revenue to grow and its profitability to improve, with its earnings holding steady.
PLTR Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
PLTR has the edge over BBAI on the outlook, with more favorable earnings expectations.
BBAI Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$0.37 | +$1.10 |
| Q2 2026 | -$0.21 | +$1.28 |
| Q1 2026 | -$0.87 | -$0.04 |
| Q4 2025 | -$1.00 | +$0.25 |
| Q3 2025 | -$1.47 | -$0.58 |
| Q2 2025 | -$1.49 | -$0.68 |
| Q1 2025 | -$0.83 | +$0.05 |
| Q4 2024 | -$1.25 | -$0.85 |
BBAI is still losing money, but far less than before: $0.37 per share over the past year, against $1.62 at its worst in late 2022.
PLTR Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.30 | +61% |
| Q3 2026 | $1.43 | +240% |
| Q2 2026 | $1.17 | +290% |
| Q1 2026 | $0.89 | +287% |
| Q4 2025 | $0.63 | +232% |
| Q3 2025 | $0.42 | +110% |
| Q2 2025 | $0.30 | +76% |
| Q1 2025 | $0.23 | +92% |
| Q4 2024 | $0.19 | +111% |
PLTR has the edge over BBAI on earnings quality, reporting a profit while its opponent remains loss making.
BBAI Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $43.6M | +31% |
| Q2 2026 | $36.7M | +13% |
| Q1 2026 | $34.4M | -0.9% |
| Q4 2025 | $27.3M | -38% |
| Q3 2025 | $33.1M | -20% |
| Q2 2025 | $32.5M | -18% |
| Q1 2025 | $34.8M | +4.9% |
| Q4 2024 | $43.8M | +8% |
BBAI's revenue has held roughly level: $44M last quarter, up 31% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -229% | -163 points |
| Q2 2026 | -78% | +200 points |
| Q1 2026 | -70% | -9.4 points |
| Q4 2025 | -295% | -276 points |
| Q3 2025 | -66% | -41 points |
| Q2 2025 | -278% | -236 points |
| Q1 2025 | -61% | +235 points |
| Q4 2024 | -19% | +2.6 points |
BBAI's operating margin was −229% last quarter, down 163 points from the same quarter a year ago.
PLTR Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $2.3B | +96% |
| Q2 2026 | $1.9B | +93% |
| Q1 2026 | $1.6B | +85% |
| Q4 2025 | $1.4B | +70% |
| Q3 2025 | $1.2B | +63% |
| Q2 2025 | $1B | +48% |
| Q1 2025 | $883.9M | +39% |
| Q4 2024 | $827.5M | +36% |
PLTR has the edge over BBAI on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 47% | +14 points |
| Q2 2026 | 47% | +20 points |
| Q1 2026 | 46% | +26 points |
| Q4 2025 | 41% | +40 points |
| Q3 2025 | 33% | +18 points |
| Q2 2025 | 27% | +11 points |
| Q1 2025 | 20% | +7.2 points |
| Q4 2024 | 1.3% | -9.5 points |
PLTR has the edge over BBAI on profitability, with a higher operating margin.
BBAI Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$9.8M | -$21K |
| Q2 2026 | -$22.5M | -$18.7M |
| Q1 2026 | -$18.3M | -$11.6M |
| Q4 2025 | -$22.1M | -$7.1M |
| Q3 2025 | -$9.8M | -$7.7M |
| Q2 2025 | -$3.9M | +$3.3M |
| Q1 2025 | -$6.7M | +$7.7M |
| Q4 2024 | -$15M | -$14.9M |
BBAI has burned cash in almost every quarter: −$73M over the past year, against −$35M the year before.
PLTR Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $1.2B | +139% |
| Q2 2026 | $1.2B | +126% |
| Q1 2026 | $891.8M | +193% |
| Q4 2025 | $764M | +67% |
| Q3 2025 | $500.9M | +20% |
| Q2 2025 | $531.6M | +276% |
| Q1 2025 | $304.1M | +140% |
| Q4 2024 | $457.2M | +54% |
PLTR has the edge over BBAI on cash generation, producing positive trailing cash flow while its opponent burns cash.
BBAI Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.3% | +1.2M shares |
| 1 year | +50% | +160M shares |
| 3 years | +247% | +342M shares |
| 5 years | +4529% | +470M shares |
BBAI has 480M diluted shares, up 50% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2023 | — |
| Q3 2023 | — |
| Q2 2023 | — |
| Q1 2023 | — |
| Q4 2022 | — |
| Q3 2022 | — |
| Q2 2022 | — |
| Q1 2022 | $100.9M |
PLTR Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.2% | +5.2M shares |
| 1 year | +0.1% | +2.9M shares |
| 3 years | +11% | +248M shares |
| 5 years | +31% | +610M shares |
| Available history | +184% | +1.7B shares |
PLTR has the edge over BBAI on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q4 2025 | $19.2M |
| Q3 2025 | $19.2M |
| Q2 2025 | $18.6M |
| Q1 2025 | $18M |
| Q4 2024 | $18.6M |
| Q3 2024 | $18.9M |
| Q2 2024 | $17.7M |
| Q1 2024 | $9M |
BBAI Net Leverage
BBAI's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
PLTR Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -1.1x | Net Cash |
| Q2 2026 | -0.8x | Net Cash |
| Q1 2026 | -1.1x | Net Cash |
| Q4 2025 | -1.0x | Net Cash |
| Q3 2025 | -1.9x | Net Cash |
| Q2 2025 | -1.6x | Net Cash |
| Q1 2025 | -2.3x | Net Cash |
| Q4 2024 | -6.1x | Net Cash |
PLTR has more cash than debt.
BBAI Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 33.8 | Neutral |
| Stochastic | 16.9 | Oversold |
BBAI's weekly RSI is 34 (neutral) and its Stochastic is 17 (oversold).
PLTR Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 51.4 | Neutral |
| Stochastic | 47.4 | Neutral |
PLTR's weekly RSI is 51 (neutral) and its Stochastic is 47 (neutral).
BBAI PE vs Technology Sector
BBAI has no meaningful PE right now: it lost money over the past year.
PLTR PE vs Technology Sector
| Metric | PLTR | Sector median | Relative |
|---|---|---|---|
| PE | 120x | 28x | 331% above |
| PE % | 1 | 38 | 37 pts below |
PLTR is trading at 120x earnings, a 331% premium to the Technology sector's median of 28x.
BBAI Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $2.38 | 13% below |
| 20 week MA | $2.78 | 26% below |
| 50 week MA | $3.86 | 46% below |
| 100 week MA | $4.53 | 54% below |
| 200 week MA | $3.25 | 36% below |
BBAI is in a downtrend: it's below all five of its weekly moving averages, and 36% below its 200-week average.
PLTR Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $185.8 | 7.6% below |
| 20 week MA | $167.6 | 2.4% above |
| 50 week MA | $157.1 | 9.2% above |
| 100 week MA | $143.8 | 19% above |
| 200 week MA | $83.3 | 106% above |
PLTR has the edge over BBAI on trend strength, trading above more of its moving averages.
BBAI Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $9.62 | $6.85 | -29% |
| 2022 | $6.85 | $0.73 | -89% |
| 2023 | $0.73 | $2.14 | +193% |
| 2024 | $2.14 | $4.21 | +97% |
| 2025 | $4.21 | $5.73 | +36% |
| 2026 YTD | $5.73 | $2.07 | -64% |
BBAI's yearly returns have swung widely, from +193% in 2023 to −89% in 2022. It's down 64% so far in 2026.
PLTR Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $9.20 | $27.8 | +202% |
| 2021 | $27.8 | $18.9 | -32% |
| 2022 | $18.9 | $6.29 | -67% |
| 2023 | $6.29 | $17.2 | +173% |
| 2024 | $17.2 | $79.1 | +361% |
| 2025 | $79.1 | $188.7 | +139% |
| 2026 YTD | $188.7 | $171.6 | -9.1% |
PLTR has the edge over BBAI on returns for 2026, with the stronger performance.