GLOB
Globant S.A.
GLOB offers stronger valuation, but that advantage does not outweigh its weaker overall profile.
PLTR
Palantir Technologies Inc.
PLTR has the edge over GLOB overall, supported by stronger fundamentals and stronger modeled upside.
GLOB Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Strong | |
| Healthy |
GLOB's profitability, cash flow and balance sheet are currently healthy, and its revenue is stable.
PLTR Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
PLTR's revenue, profitability, cash flow and balance sheet are all currently strong.
GLOB PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 7.5x | $45.75 | — |
| Current | 18x | $45.75 | — |
| Cheap | 27x | $69.32 | +52% |
| Fair | 58x | $149 | +225% |
| Expensive | 131x | $335 | +632% |
Historical ranges are pointers, not guarantees.
GLOB's PE is in its cheap range at 18x. On analysts' estimates for next year's earnings, today's price would be 7.5x.
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 has the edge over GLOB in the historical PE scenario, which offers more potential upside but is not a forecast.
GLOB Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Stable | |
| Stable | |
| Stable | |
| Moderate | |
| Moderate |
Analysts expect GLOB's earnings, revenue and profitability to hold roughly steady.
PLTR Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
PLTR has the edge over GLOB on the outlook, with more favorable earnings and revenue expectations.
GLOB Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $6.08 | +138% |
| Q2 2026 | $2.55 | +2% |
| Q1 2026 | $2.46 | -28% |
| Q4 2025 | $2.29 | -39% |
| Q3 2025 | $2.21 | -43% |
| Q2 2025 | $2.50 | -35% |
| Q1 2025 | $3.42 | -10% |
| Q4 2024 | $3.76 | +3.6% |
| Q3 2024 | $3.87 | +8.1% |
GLOB's earnings per share have fallen from their peak: $2.55 over the past year, against $3.87 in late 2024.
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 GLOB on earnings, with more consistent year-over-year improvement.
GLOB Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $614.4M | 0% |
| Q1 2026 | $607.1M | -0.7% |
| Q4 2025 | $612.5M | -4.7% |
| Q3 2025 | $617.1M | +0.4% |
| Q2 2025 | $614.2M | +4.5% |
| Q1 2025 | $611.1M | +7% |
| Q4 2024 | $642.5M | +11% |
| Q3 2024 | $614.7M | +13% |
GLOB's revenue grew through 2024 and has held roughly level since: $614M last quarter, about level with the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | 3.2% | +2.3 points |
| Q1 2026 | 9.1% | +1 points |
| Q4 2025 | 9.7% | +0.6 points |
| Q3 2025 | 11% | +0.2 points |
| Q2 2025 | 0.9% | -8.2 points |
| Q1 2025 | 8.2% | -0.2 points |
| Q4 2024 | 9.1% | -0.4 points |
| Q3 2024 | 11% | -0.6 points |
GLOB's operating margin was 3.2% last quarter, up 2.3 points from the same quarter a year ago, near the bottom 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 GLOB 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 GLOB on profitability, with a higher operating margin.
GLOB Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | $12.6M | +$15.5M |
| Q1 2026 | $36.1M | +$41.8M |
| Q4 2025 | $202.3M | +18% |
| Q3 2025 | $67.5M | -3.2% |
| Q2 2025 | -$2.9M | +$25.1M |
| Q1 2025 | -$5.7M | -$877K |
| Q4 2024 | $171.9M | -15% |
| Q3 2024 | $69.7M | +15% |
GLOB generated $318M in free cash flow over the past year, up 37% 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 GLOB on cash flow, with more consistent year-over-year improvement.
GLOB Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.3% | -124K shares |
| 1 year | -2.4% | -1.1M shares |
| 3 years | -0.3% | -145K shares |
| 5 years | +3.8% | +1.6M shares |
| Available history | +14% | +5.4M shares |
GLOB has the edge over PLTR on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q2 2026 | — |
| Q1 2026 | — |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | — |
| Q3 2024 | — |
GLOB hasn't bought back shares in the past year.
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 2.6B diluted shares, about the same as a year ago.
| 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 |
GLOB Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2026 | 1.2x | Healthy |
| Q1 2026 | 0.8x | Very low |
| Q4 2025 | 0.7x | Very low |
| Q3 2025 | 0.9x | Very low |
| Q2 2025 | 1.1x | Healthy |
| Q1 2025 | 0.8x | Very low |
| Q4 2024 | 0.7x | Very low |
| Q3 2024 | 0.3x | Very low |
GLOB's net debt is about 1.2 years of its operating earnings (EBITDA), about the same as a year ago.
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 GLOB on leverage, with a lower net debt burden relative to earnings.
GLOB Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 57.6 | Neutral |
| Stochastic | 85.6 | Overbought |
GLOB's weekly RSI is 58 (neutral) and its Stochastic is 86 (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).
GLOB PE vs Technology Sector
| Metric | GLOB | Sector median | Relative |
|---|---|---|---|
| PE | 18x | 28x | 36% below |
| PE % | 7 | 35 | 28 pts below |
GLOB has the edge over PLTR on valuation relative to its sector.
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.
GLOB Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $41.3 | 11% above |
| 20 week MA | $38.0 | 20% above |
| 50 week MA | $45.7 | 0.2% above |
| 100 week MA | $78.9 | 42% below |
| 200 week MA | $135.4 | 66% below |
GLOB has bounced recently, but its long-term trend is still down: it's above its 8-, 20- and 50-week averages, but 66% 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 GLOB on trend strength, trading above more of its moving averages.
GLOB Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $107.9 | $218.7 | +103% |
| 2021 | $218.7 | $297.7 | +36% |
| 2022 | $297.7 | $163.7 | -45% |
| 2023 | $163.7 | $238.0 | +45% |
| 2024 | $238.0 | $217.6 | -8.6% |
| 2025 | $217.6 | $67.5 | -69% |
| 2026 YTD | $67.5 | $45.8 | -32% |
GLOB's yearly returns have swung widely, from +103% in 2020 to −69% in 2025. It's down 32% 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 GLOB on returns for 2026, with the stronger performance.