PLTR
Palantir Technologies Inc.
PLTR has the edge over ROG overall, supported by stronger valuation and stronger fundamentals.
ROG
Rogers Corporation
ROG has lower modeled downside risk, despite its lower overall score.
PLTR Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
PLTR's revenue, profitability, cash flow and balance sheet are all currently strong.
ROG Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Healthy | |
| Strong |
ROG's profitability, cash flow and balance sheet are currently healthy, and its revenue is stable.
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 ROG in the historical PE scenario, which offers more potential upside but is not a forecast.
ROG PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 28x | $130 | — |
| Cheap | 29x | $71.92 | -45% |
| Fair | 45x | $112 | -14% |
| Current | 53x | $130 | — |
| Expensive | 74x | $182 | +40% |
Historical ranges are pointers, not guarantees.
ROG's PE is in its fair range at 53x. If earnings grow as analysts expect, today's price would be 28x next year's earnings, in its cheap range.
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.
ROG Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Limited | |
| High |
Analysts expect earnings and revenue growth for ROG, with profitability improving.
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 ROG on earnings, with more consistent year-over-year improvement.
ROG Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $4.65 | +88% |
| Q3 2026 | $2.47 | +$6.11 |
| Q2 2026 | $1.69 | +$5.23 |
| Q1 2026 | -$3.07 | -441% |
| Q4 2025 | -$3.40 | -343% |
| Q3 2025 | -$3.64 | -236% |
| Q2 2025 | -$3.54 | -213% |
| Q1 2025 | $0.90 | -75% |
| Q4 2024 | $1.40 | -54% |
ROG has returned to profit: it earned $2.47 per share over the past year, after losing money the year before.
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 ROG 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 ROG on profitability, with a higher operating margin.
ROG Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $236.1M | +9.3% |
| Q2 2026 | $216.8M | +6.9% |
| Q1 2026 | $200.5M | +5.2% |
| Q4 2025 | $201.5M | +4.8% |
| Q3 2025 | $216M | +2.7% |
| Q2 2025 | $202.8M | -5.3% |
| Q1 2025 | $190.5M | -11% |
| Q4 2024 | $192.2M | -6.1% |
ROG's revenue has grown year over year for five quarters in a row: $236M last quarter, up 9.3% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 13% | +5.5 points |
| Q2 2026 | 9.2% | +43 points |
| Q1 2026 | 5.3% | +5.5 points |
| Q4 2025 | 3.5% | +10 points |
| Q3 2025 | 7.3% | +0.3 points |
| Q2 2025 | -33% | -39 points |
| Q1 2025 | -0.2% | -5.6 points |
| Q4 2024 | -6.6% | -22 points |
ROG's operating margin was 13% last quarter, up 5.5 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 ROG on cash flow, with more consistent year-over-year improvement.
ROG Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $35.4M | +67% |
| Q2 2026 | $18.3M | +227% |
| Q1 2026 | $1.1M | -48% |
| Q4 2025 | $42.2M | +131% |
| Q3 2025 | $21.2M | -16% |
| Q2 2025 | $5.6M | -36% |
| Q1 2025 | $2.1M | -89% |
| Q4 2024 | $18.3M | -63% |
ROG still generates free cash flow, though less than at its 2022 peak: $97M 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 |
ROG Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.6% | -100K shares |
| 1 year | -1.1% | -200K shares |
| 3 years | -4.2% | -785K shares |
| 5 years | -5.2% | -974K shares |
| Available history | -4.3% | -813K shares |
ROG has the edge over PLTR on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $9.3M |
| Q4 2025 | $14.3M |
| Q3 2025 | $10M |
| Q2 2025 | $28.1M |
| Q1 2025 | — |
| Q4 2024 | $11.9M |
| Q3 2024 | — |
| Q2 2024 | $7.6M |
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.
ROG Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -1.7x | Net Cash |
| Q2 2026 | -1.7x | Net Cash |
| Q1 2026 | -9.3x | Net Cash |
| Q4 2025 | -21.2x | Net Cash |
| Q1 2025 | -2.8x | Net Cash |
| Q4 2024 | -2.2x | Net Cash |
| Q3 2024 | -1.3x | Net Cash |
| Q2 2024 | -0.9x | Net Cash |
ROG has the edge over PLTR on leverage, with a lower net debt burden relative to earnings.
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).
ROG Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 49.4 | Neutral |
| Stochastic | 26.8 | Neutral |
ROG's weekly RSI is 49 (neutral) and its Stochastic is 27 (neutral).
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.
ROG PE vs Technology Sector
| Metric | ROG | Sector median | Relative |
|---|---|---|---|
| PE | 53x | 28x | 89% above |
| PE % | 63 | 35 | 28 pts above |
ROG 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 ROG on trend strength, trading above more of its moving averages.
ROG Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $136.1 | 4.5% below |
| 20 week MA | $134.0 | 3% below |
| 50 week MA | $123.0 | 5.6% above |
| 100 week MA | $100.3 | 30% above |
| 200 week MA | $114.9 | 13% above |
ROG has slipped below its 8- and 20-week averages, though it's still 13% 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.
ROG Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $125.4 | $151.3 | +21% |
| 2021 | $151.3 | $272.7 | +80% |
| 2022 | $272.7 | $113.5 | -58% |
| 2023 | $113.5 | $132.1 | +16% |
| 2024 | $132.1 | $104.5 | -21% |
| 2025 | $104.5 | $94.3 | -9.8% |
| 2026 YTD | $94.3 | $129.9 | +38% |
ROG has the edge over PLTR on returns for 2026, with the stronger performance.