PLTR
Palantir Technologies Inc.
PLTR has the edge over PLXS overall, supported by stronger valuation and stronger fundamentals.
PLXS
Plexus Corp.
PLXS's outlook is improving, though it still trails on the overall score.
PLTR Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
PLTR's revenue, profitability, cash flow and balance sheet are all currently strong.
PLXS Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Stable | |
| Under pressure | |
| Strong |
PLXS's revenue and balance sheet are currently healthy, and its profitability is stable, but its cash flow is under pressure.
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 PLXS in the historical PE scenario, which offers more potential upside but is not a forecast.
PLXS PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 18x | $122 | -42% |
| Forward | 20x | $211 | — |
| Fair | 21x | $144 | -32% |
| Current | 28x | $211 | — |
| Expensive | 31x | $211 | -0.1% |
Historical ranges are pointers, not guarantees.
PLXS's PE is 28x, but its earnings don't support one, so it isn't a reliable read right now.
PLTR Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
PLTR has the edge over PLXS on the outlook, with more favorable profitability expectations.
PLXS Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Stable | |
| Limited | |
| High |
Analysts expect strong earnings and revenue growth for PLXS, with profitability holding steady.
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.
PLXS Earnings Per Share
PLXS and PLTR do not have enough comparable growth data to identify a winner.
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 PLXS 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 PLXS on profitability, with a higher operating margin.
PLXS Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $1.3B | +28% |
| Q1 2026 | $1.2B | +19% |
| Q4 2025 | $1.1B | +9.6% |
| Q3 2025 | $4B | +273% |
| Q2 2025 | $1B | +2.8% |
| Q1 2025 | $980.2M | -1.7% |
| Q4 2024 | $976.1M | -3.2% |
| Q3 2024 | $1.1B | +2.6% |
PLXS's revenue has grown year over year for five quarters in a row: $1.3B last quarter, up 28% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | 4.7% | -0.6 points |
| Q1 2026 | 5.3% | +0.3 points |
| Q4 2025 | 5.1% | +0.3 points |
| Q3 2025 | 1.3% | -3.7 points |
| Q2 2025 | 5.3% | +1.3 points |
| Q1 2025 | 5% | +2 points |
| Q4 2024 | 4.8% | +0.3 points |
| Q3 2024 | 5% | -0.1 points |
PLXS's operating margin was 4.7% last quarter, down 0.6 points from the same quarter a year ago.
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 PLXS on cash flow, with more consistent year-over-year improvement.
PLXS Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | -$754K | -106% |
| Q1 2026 | $16M | -3% |
| Q4 2025 | -$50.6M | -287% |
| Q3 2025 | $97.2M | -50% |
| Q2 2025 | $13.2M | -88% |
| Q1 2025 | $16.5M | -75% |
| Q4 2024 | $27.1M | +$58.8M |
| Q3 2024 | $193.8M | +196% |
PLXS usually generates cash, though not every quarter: the latest was −$754,000, but it generated $62M 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 |
PLXS Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.1% | -16K shares |
| 1 year | -0.9% | -238K shares |
| 3 years | -2.5% | -698K shares |
| 5 years | -6.1% | -1.8M shares |
| Available history | -12% | -3.8M shares |
PLXS has the edge over PLTR on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q2 2026 | $20.6M |
| Q1 2026 | $21M |
| Q4 2025 | $22.4M |
| Q3 2025 | $21.5M |
| Q2 2025 | $18.4M |
| Q1 2025 | $12.5M |
| Q4 2024 | $12.8M |
| Q3 2024 | $19.5M |
PLXS spent $86M buying back its own shares over the past year, up 35% from the year before.
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 PLXS on leverage, with a lower net debt burden relative to earnings.
PLXS Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2026 | -1.0x | Net Cash |
| Q1 2026 | -1.0x | Net Cash |
| Q4 2025 | -0.9x | Net Cash |
| Q3 2025 | -1.1x | Net Cash |
| Q2 2025 | -0.8x | Net Cash |
| Q1 2025 | -1.2x | Net Cash |
| Q4 2024 | -1.3x | Net Cash |
| Q3 2024 | -1.4x | Net Cash |
PLXS has more cash than debt.
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).
PLXS Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 41.6 | Neutral |
| Stochastic | 11.9 | Oversold |
PLXS's weekly RSI is 42 (neutral) and its Stochastic is 12 (oversold).
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.
PLXS PE vs Technology Sector
| Metric | PLXS | Sector median | Relative |
|---|---|---|---|
| PE | 28x | 28x | 1.9% above |
| PE % | 76 | 35 | 41 pts above |
PLXS has the edge over PLTR on valuation relative to its sector.
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 PLXS on trend strength, trading above more of its moving averages.
PLXS Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $232.1 | 9.2% below |
| 20 week MA | $246.1 | 14% below |
| 50 week MA | $227.5 | 7.3% below |
| 100 week MA | $182.2 | 16% above |
| 200 week MA | $144.6 | 46% above |
PLXS has pulled back, but its long-term trend is still up: it's below its 8-, 20- and 50-week averages, but 46% above its 200-week average.
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.
PLXS Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $76.9 | $77.9 | +1.3% |
| 2021 | $77.9 | $95.2 | +22% |
| 2022 | $95.2 | $104.6 | +9.8% |
| 2023 | $104.6 | $108.1 | +3.4% |
| 2024 | $108.1 | $157.8 | +46% |
| 2025 | $157.8 | $154.2 | -2.3% |
| 2026 YTD | $154.2 | $210.8 | +37% |
PLXS has the edge over PLTR on returns for 2026, with the stronger performance.