PD
PagerDuty, Inc.
PD's outlook is improving, though it still trails on the overall score.
PLTR
Palantir Technologies Inc.
PLTR has the edge over PD overall, supported by stronger valuation and stronger modeled upside.
PD Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Strong | |
| Strong |
PD'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.
PD PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 3.9x | $7.84 | -50% |
| Fair | 5.1x | $10.33 | -34% |
| Expensive | 7.7x | $15.69 | -0.2% |
| Current | 7.7x | $15.72 | — |
| Forward | 11x | $15.72 | — |
Historical ranges are pointers, not guarantees.
PD's PE is 7.7x, but its earnings don't support one, so it isn't a reliable read right now.
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 PD in the historical PE scenario, which offers more potential upside but is not a forecast.
PD Forward outlook
| Metric | Outlook |
|---|---|
| Strongly deteriorating | |
| Strong growth | |
| Stable | |
| Strongly improving | |
| Limited | |
| High |
Analysts expect PD's earnings to grow and its profitability to improve, with its revenue holding steady.
PLTR Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
PLTR has the edge over PD on the outlook, with more favorable valuation and revenue expectations.
PD Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $1.43 | -29% |
| Q3 2026 | $2.03 | +$2.19 |
| Q2 2026 | $2.07 | +$2.47 |
| Q1 2026 | $1.87 | +$2.46 |
| Q4 2025 | $1.60 | +$2.41 |
| Q3 2025 | -$0.16 | +$0.74 |
| Q2 2025 | -$0.40 | +$0.62 |
| Q1 2025 | -$0.59 | +$0.30 |
| Q4 2024 | -$0.81 | +$0.01 |
PD has returned to profit: it earned $2.03 per share over the past year, after losing money the year before.
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's earnings per share have climbed steadily: $1.43 over the past year, about three times what it earned the year before, and higher year over year every quarter since late 2021.
PD Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $124.4M | +0.8% |
| Q2 2026 | $121M | +1% |
| Q1 2026 | $124.8M | +2.7% |
| Q4 2025 | $124.5M | +4.7% |
| Q3 2025 | $123.4M | +6.4% |
| Q2 2025 | $119.8M | +7.8% |
| Q1 2025 | $121.4M | +9.3% |
| Q4 2024 | $118.9M | +9.4% |
PD's revenue has grown year over year every quarter since late 2020: $124M last quarter, about level with the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 8.2% | +5.3 points |
| Q2 2026 | 7.6% | +16 points |
| Q1 2026 | 3.6% | +13 points |
| Q4 2025 | 6.5% | +15 points |
| Q3 2025 | 2.9% | +17 points |
| Q2 2025 | -8.6% | +11 points |
| Q1 2025 | -9.7% | +20 points |
| Q4 2024 | -8.7% | +11 points |
PD's operating margin was 8.2% last quarter, up 5.3 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 PD 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 PD on profitability, with a higher operating margin.
PD Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $34.7M | +4.9% |
| Q2 2026 | $43.3M | +43% |
| Q1 2026 | $24.5M | -19% |
| Q4 2025 | $24.1M | +12% |
| Q3 2025 | $33.1M | -5.8% |
| Q2 2025 | $30.2M | +7.2% |
| Q1 2025 | $30.3M | +43% |
| Q4 2024 | $21.5M | +29% |
PD generated $127M in free cash flow over the past year, up 10% 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 PD on cash flow, with more consistent year-over-year improvement.
PD Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.4% | -323K shares |
| 1 year | -16% | -15.1M shares |
| 3 years | -14% | -13.4M shares |
| 5 years | -5.7% | -4.8M shares |
| Available history | +4.1% | +3.1M shares |
PD has the edge over PLTR on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $7.5M |
| Q2 2026 | $65.5M |
| Q1 2026 | $98.8M |
| Q4 2025 | $36.1M |
| Q1 2025 | $2.6M |
| Q4 2024 | $70.3M |
| Q1 2024 | — |
PD spent $208M buying back its own shares over 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 |
PD Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -5.3x | Net Cash |
| Q2 2026 | -5.6x | Net Cash |
| Q1 2026 | 9.7x | High |
| Q4 2025 | -68.2x | Net Cash |
PD has the edge over PLTR on leverage, with a lower net debt burden relative to earnings.
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.
PD Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 64.7 | Neutral |
| Stochastic | 73.7 | Neutral |
PD's weekly RSI is 65 (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).
PD PE vs Technology Sector
| Metric | PD | Sector median | Relative |
|---|---|---|---|
| PE | 7.7x | 28x | 72% below |
| PE % | 84 | 35 | 49 pts above |
PD 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.
PD Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $16.0 | 1.6% below |
| 20 week MA | $13.5 | 17% above |
| 50 week MA | $10.7 | 47% above |
| 100 week MA | $13.6 | 16% above |
| 200 week MA | $18.4 | 15% below |
PD's trend is mixed: it's above three of its five weekly moving averages, and 15% 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 PD on trend strength, trading above more of its moving averages.
PD Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $23.3 | $46.1 | +98% |
| 2021 | $46.1 | $36.2 | -22% |
| 2022 | $36.2 | $26.6 | -27% |
| 2023 | $26.6 | $23.2 | -13% |
| 2024 | $23.2 | $17.8 | -23% |
| 2025 | $17.8 | $13.2 | -26% |
| 2026 YTD | $13.2 | $15.7 | +19% |
PD 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.