CMRC
Commerce.com, Inc.
CMRC's outlook is improving, though it still trails on the overall score.
PLTR
Palantir Technologies Inc.
PLTR has the edge over CMRC overall, supported by stronger valuation and stronger fundamentals.
CMRC Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Stable | |
| Stable | |
| Weak |
CMRC's revenue, profitability and cash flow are currently stable, but its balance sheet is weak.
PLTR Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
PLTR's revenue, profitability, cash flow and balance sheet are all currently strong.
CMRC PE Valuation
CMRC 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.
CMRC Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Strong growth | |
| Stable | |
| Strongly improving | |
| Limited | |
| Low |
Analysts expect CMRC's earnings to grow and its profitability to improve, with its revenue holding steady. However, they disagree widely on these estimates.
PLTR Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
PLTR has the edge over CMRC on the outlook, with more favorable revenue expectations.
CMRC Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.57 | — |
| Q3 2026 | -$0.09 | +$0.07 |
| Q2 2026 | -$0.08 | +$0.14 |
| Q1 2026 | -$0.19 | +$0.08 |
| Q4 2025 | -$0.24 | +$0.11 |
| Q3 2025 | -$0.16 | +$0.20 |
| Q2 2025 | -$0.22 | +$0.32 |
| Q1 2025 | -$0.27 | +$0.37 |
| Q4 2024 | -$0.35 | +$0.51 |
CMRC is still losing money, but far less than before: $0.09 per share over the past year, against $1.95 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 CMRC on earnings quality, reporting a profit while its opponent remains loss making.
CMRC Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $84.2M | -2.1% |
| Q2 2026 | $84.5M | +0.1% |
| Q1 2026 | $86.8M | +5.4% |
| Q4 2025 | $89.5M | +2.9% |
| Q3 2025 | $86M | +2.8% |
| Q2 2025 | $84.4M | +3.2% |
| Q1 2025 | $82.4M | +2.5% |
| Q4 2024 | $87M | +3.4% |
CMRC's revenue grew through 2024 and has held roughly level since: $84M last quarter, down 2.1% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -2.1% | -1.6 points |
| Q2 2026 | 3.2% | +11 points |
| Q1 2026 | 6.6% | +9.6 points |
| Q4 2025 | -7.4% | -6.5 points |
| Q3 2025 | -0.5% | +22 points |
| Q2 2025 | -8% | +8.4 points |
| Q1 2025 | -2.9% | +7.3 points |
| Q4 2024 | -0.9% | +5.9 points |
CMRC's operating margin was −2.1% last quarter, down 1.6 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 CMRC 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 CMRC on profitability, with a higher operating margin.
CMRC Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $5.7M | -24% |
| Q2 2026 | $50K | -100% |
| Q1 2026 | $14.1M | +$14.5M |
| Q3 2025 | $7.6M | +36% |
| Q2 2025 | $11.9M | +1.4% |
| Q1 2025 | -$424K | +$3M |
| Q3 2024 | $5.6M | +$37M |
| Q2 2024 | $11.7M | -20% |
CMRC has burned cash in most quarters: $18M over the past year, down 28% from 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 CMRC on cash flow, with more consistent year-over-year improvement.
CMRC Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.2% | +164K shares |
| 1 year | +2.7% | +2.2M shares |
| 3 years | +10% | +7.6M shares |
| 5 years | +16% | +11.6M shares |
| Available history | +46% | +26.1M shares |
CMRC has 83M diluted shares, up 2.7% from a year ago.
| Quarter | Spent |
|---|---|
| Q1 2020 | — |
| Q4 2019 | — |
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 CMRC 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 |
CMRC Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 5.2x | High |
| Q2 2026 | 7.7x | High |
| Q1 2026 | 23.6x | High |
| Q3 2025 | 28.3x | High |
CMRC's net debt is about 5.2 years of its operating earnings (EBITDA).
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 the edge over CMRC on leverage, with a lower net debt burden relative to earnings.
CMRC Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 56.5 | Neutral |
| Stochastic | 74.5 | Neutral |
CMRC's weekly RSI is 57 (neutral) and its Stochastic is 74 (neutral).
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).
CMRC PE vs Technology Sector
CMRC 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.
CMRC Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $3.43 | 3.2% above |
| 20 week MA | $3.06 | 16% above |
| 50 week MA | $3.13 | 13% above |
| 100 week MA | $4.21 | 16% below |
| 200 week MA | $6.25 | 43% below |
CMRC has bounced recently, but its long-term trend is still down: it's above its 8-, 20- and 50-week averages, but 43% 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 CMRC on trend strength, trading above more of its moving averages.
CMRC Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $79.0 | $72.8 | -7.8% |
| 2021 | $72.8 | $38.5 | -47% |
| 2022 | $38.5 | $8.34 | -78% |
| 2023 | $8.34 | $9.73 | +17% |
| 2024 | $9.73 | $6.13 | -37% |
| 2025 | $6.13 | $4.19 | -32% |
| 2026 YTD | $4.19 | $3.54 | -16% |
CMRC has finished lower in five of the last six years. It's down 16% 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 CMRC on returns for 2026, with the stronger performance.