FROG
JFrog Ltd.
FROG's outlook is improving, though it still trails on the overall score.
PLTR
Palantir Technologies Inc.
PLTR has the edge over FROG overall, supported by stronger valuation and stronger modeled upside.
FROG Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Under pressure | |
| Strong | |
| Unavailable |
FROG's revenue and cash flow are currently healthy, but its profitability is under pressure. 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.
FROG PE Valuation
FROG 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.
FROG Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
Analysts expect strong earnings and revenue growth for FROG, with profitability improving.
PLTR Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
Analysts expect strong earnings and revenue growth for PLTR, with profitability improving.
FROG Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $1.24 | — |
| Q3 2026 | -$0.18 | +$0.52 |
| Q2 2026 | -$0.37 | +$0.40 |
| Q1 2026 | -$0.53 | +$0.18 |
| Q4 2025 | -$0.62 | +$0.01 |
| Q3 2025 | -$0.70 | -$0.18 |
| Q2 2025 | -$0.77 | -$0.33 |
| Q1 2025 | -$0.71 | -$0.25 |
| Q4 2024 | -$0.63 | -$0.04 |
FROG is still losing money, but far less than before: $0.18 per share over the past year, against $0.92 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 FROG on earnings quality, reporting a profit while its opponent remains loss making.
FROG Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $179.2M | +31% |
| Q2 2026 | $163.8M | +29% |
| Q1 2026 | $154M | +26% |
| Q4 2025 | $145.3M | +25% |
| Q3 2025 | $136.9M | +26% |
| Q2 2025 | $127.2M | +23% |
| Q1 2025 | $122.4M | +22% |
| Q4 2024 | $116.1M | +19% |
FROG's revenue has grown year over year every quarter since late 2020: $179M last quarter, up 31% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -1% | +15 points |
| Q2 2026 | -8.1% | +12 points |
| Q1 2026 | -8.4% | +10 points |
| Q4 2025 | -15% | +7.2 points |
| Q3 2025 | -16% | +12 points |
| Q2 2025 | -20% | -1.9 points |
| Q1 2025 | -19% | -2.2 points |
| Q4 2024 | -22% | -6.1 points |
FROG's operating margin was −1% last quarter, up 15 points from the same quarter a year ago, near the top of its range since 2019.
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 FROG on sales, with stronger typical year-over-year growth.
| 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 FROG on profitability, with a higher operating margin.
FROG Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $66.5M | +131% |
| Q2 2026 | $53.7M | +52% |
| Q1 2026 | $37.3M | +32% |
| Q4 2025 | $49.9M | +2.8% |
| Q3 2025 | $28.8M | +7.9% |
| Q2 2025 | $35.5M | +122% |
| Q1 2025 | $28.1M | +69% |
| Q4 2024 | $48.5M | +52% |
FROG generated $207M in free cash flow over the past year, up 47% 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 FROG on cash flow, with stronger typical year-over-year growth.
FROG Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +6.3% | +7.6M shares |
| 1 year | +10% | +12.2M shares |
| 3 years | +24% | +25.3M shares |
| 5 years | +35% | +33.8M shares |
| Available history | +61% | +49.2M shares |
FROG has 129M diluted shares, up 10% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2020 | — |
| 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 FROG 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 |
FROG Net Leverage
FROG'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.
FROG Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 62.7 | Neutral |
| Stochastic | 81.5 | Overbought |
FROG's weekly RSI is 63 (neutral) and its Stochastic is 81 (overbought).
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).
FROG PE vs Technology Sector
FROG 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.
FROG Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $97.2 | 14% above |
| 20 week MA | $92.8 | 19% above |
| 50 week MA | $72.3 | 53% above |
| 100 week MA | $56.9 | 94% above |
| 200 week MA | $43.4 | 155% above |
FROG has the edge over PLTR on trend strength, trading above more of its moving averages.
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's trend is up, with a small recent dip: it's below only its 8-week average, and 106% above its 200-week average.
FROG Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $64.8 | $68.8 | +6.2% |
| 2021 | $68.8 | $30.3 | -56% |
| 2022 | $30.3 | $20.9 | -31% |
| 2023 | $20.9 | $34.6 | +65% |
| 2024 | $34.6 | $29.6 | -15% |
| 2025 | $29.6 | $66.9 | +126% |
| 2026 YTD | $66.9 | $110.6 | +65% |
FROG has the edge over PLTR on returns for 2026, with the stronger performance.
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's yearly returns have swung widely, from +361% in 2024 to −67% in 2022. It's down 9.1% so far in 2026.