PLTR
Palantir Technologies Inc.
PLTR has the edge over RPD overall, supported by stronger valuation and stronger modeled upside.
RPD
Rapid7, Inc.
RPD'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.
RPD Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Stable | |
| Healthy | |
| Strong |
RPD's cash flow and balance sheet are currently healthy, and its revenue and profitability are 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 RPD in the historical PE scenario, which offers more potential upside but is not a forecast.
RPD PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 7.5x | $14.40 | — |
| Cheap | 22x | $4.52 | -69% |
| Fair | 42x | $8.79 | -39% |
| Expensive | 57x | $12.05 | -16% |
| Current | 69x | $14.40 | — |
Historical ranges are pointers, not guarantees.
RPD's PE is in its expensive range at 69x. If earnings grow as analysts expect, today's price would be 7.5x next year's earnings, in its cheap range.
PLTR Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
PLTR has the edge over RPD on the outlook, with more favorable revenue expectations.
RPD Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Stable | |
| Strongly improving | |
| Limited | |
| Moderate |
Analysts expect RPD's earnings to grow and its profitability to improve, with its revenue 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 has the edge over RPD on earnings, with more consistent year-over-year improvement.
RPD Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $1.91 | +809% |
| Q3 2026 | $0.21 | -46% |
| Q2 2026 | $0.31 | -33% |
| Q1 2026 | $0.35 | -20% |
| Q4 2025 | $0.36 | -18% |
| Q3 2025 | $0.39 | -43% |
| Q2 2025 | $0.46 | +$1.25 |
| Q1 2025 | $0.44 | +$2.44 |
| Q4 2024 | $0.44 | +$2.90 |
RPD's earnings per share have fallen from their peak: $0.21 over the past year, against $0.68 in late 2024.
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 RPD 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 RPD on profitability, with a higher operating margin.
RPD Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $212.4M | -2.5% |
| Q2 2026 | $210.9M | -1.5% |
| Q1 2026 | $209.7M | -0.3% |
| Q4 2025 | $217.4M | +0.5% |
| Q3 2025 | $218M | +1.5% |
| Q2 2025 | $214.2M | +3% |
| Q1 2025 | $210.3M | +2.5% |
| Q4 2024 | $216.3M | +5.4% |
RPD's revenue grew through 2024 and has held roughly level since: $212M last quarter, down 2.5% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 4.2% | +1.5 points |
| Q2 2026 | 1.4% | -0.2 points |
| Q1 2026 | -0.3% | -0.2 points |
| Q4 2025 | 1.1% | -0.6 points |
| Q3 2025 | 2.7% | -3.8 points |
| Q2 2025 | 1.6% | -1.7 points |
| Q1 2025 | -0.1% | -5.2 points |
| Q4 2024 | 1.7% | -3.7 points |
RPD's operating margin was 4.2% last quarter, up 1.5 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 RPD on cash flow, with more consistent year-over-year improvement.
RPD Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $29.9M | -14% |
| Q2 2026 | $35.8M | -23% |
| Q1 2026 | $37.7M | +33% |
| Q4 2025 | $36.4M | -42% |
| Q3 2025 | $34.8M | -18% |
| Q2 2025 | $46.6M | +43% |
| Q1 2025 | $28.4M | -6.7% |
| Q4 2024 | $62.6M | -0.8% |
RPD generated $140M in free cash flow over the past year, down 19% from the year before.
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 RPD 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 |
RPD Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +3.3% | +2.3M shares |
| 1 year | +7.7% | +5M shares |
| 3 years | +15% | +9.1M shares |
| 5 years | +25% | +14.2M shares |
| Available history | +44% | +21.4M shares |
RPD has 70M diluted shares, up 7.7% from 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 more cash than debt.
RPD Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -5.8x | Net Cash |
| Q2 2026 | -7.7x | Net Cash |
| Q1 2026 | -6.1x | Net Cash |
| Q4 2025 | -4.3x | Net Cash |
| Q3 2025 | -2.2x | Net Cash |
| Q2 2025 | -3.9x | Net Cash |
| Q1 2025 | -4.2x | Net Cash |
| Q4 2024 | -4.2x | Net Cash |
RPD 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).
RPD Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 57.6 | Neutral |
| Stochastic | 61.9 | Neutral |
RPD's weekly RSI is 58 (neutral) and its Stochastic is 62 (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.
RPD PE vs Technology Sector
| Metric | RPD | Sector median | Relative |
|---|---|---|---|
| PE | 69x | 28x | 146% above |
| PE % | 97 | 35 | 62 pts above |
RPD 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 RPD on trend strength, trading above more of its moving averages.
RPD Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $13.8 | 4% above |
| 20 week MA | $12.3 | 17% above |
| 50 week MA | $10.3 | 39% above |
| 100 week MA | $17.7 | 19% below |
| 200 week MA | $31.7 | 55% below |
RPD has bounced recently, but its long-term trend is still down: it's above its 8-, 20- and 50-week averages, but 55% below 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.
RPD Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $57.3 | $89.3 | +56% |
| 2021 | $89.3 | $121.4 | +36% |
| 2022 | $121.4 | $33.8 | -72% |
| 2023 | $33.8 | $57.1 | +69% |
| 2024 | $57.1 | $40.2 | -30% |
| 2025 | $40.2 | $15.4 | -62% |
| 2026 YTD | $15.4 | $14.4 | -6.5% |
RPD has the edge over PLTR on returns for 2026, with the stronger performance.