PLTR
Palantir Technologies Inc.
PLTR has the edge over S overall, supported by stronger valuation and stronger modeled upside.
S
SentinelOne, Inc.
S'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.
S Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Under pressure | |
| Healthy | |
| Unavailable |
S's revenue and cash flow are currently healthy, but its profitability is under pressure. There isn't enough data to rate its balance sheet.
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's PE is in its cheap range at 120x. If earnings grow as analysts expect, today's price would be 75x next year's earnings.
S PE Valuation
S has no meaningful PE right now: it lost money over the past year.
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.
S Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Moderate | |
| High |
Analysts expect earnings and revenue growth for S, 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 S on earnings quality, reporting a profit while its opponent remains loss making.
S Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.43 | — |
| Q3 2026 | -$1.02 | +$0.30 |
| Q2 2026 | -$0.97 | +$0.35 |
| Q1 2026 | -$1.37 | -$0.45 |
| Q4 2025 | -$1.25 | -$0.32 |
| Q3 2025 | -$1.32 | -$0.40 |
| Q2 2025 | -$1.32 | -$0.31 |
| Q1 2025 | -$0.92 | +$0.23 |
| Q4 2024 | -$0.93 | +$0.32 |
S is still losing money, but less than at its worst: $1.02 per share over the past year, against $1.40 at its worst in early 2023.
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 S 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 S on profitability, with a higher operating margin.
S Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $292M | +21% |
| Q2 2026 | $276.7M | +21% |
| Q1 2026 | $271.2M | +20% |
| Q4 2025 | $258.9M | +23% |
| Q3 2025 | $242.2M | +22% |
| Q2 2025 | $229M | +23% |
| Q1 2025 | $225.5M | +29% |
| Q4 2024 | $210.6M | +28% |
S's revenue has grown year over year every quarter since early 2021: $292M last quarter, up 21% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -31% | +2.2 points |
| Q2 2026 | -29% | +9.4 points |
| Q1 2026 | -29% | +6.1 points |
| Q4 2025 | -28% | +14 points |
| Q3 2025 | -33% | +6.6 points |
| Q2 2025 | -38% | +5 points |
| Q1 2025 | -36% | +11 points |
| Q4 2024 | -42% | +7.3 points |
S's operating margin was −31% last quarter, up 2.2 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 S on cash flow, with more consistent year-over-year improvement.
S Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$6.6M | -$5.3M |
| Q2 2026 | $38.1M | -27% |
| Q1 2026 | $4.2M | +$7.8M |
| Q4 2025 | $20.9M | +$28.3M |
| Q3 2025 | -$1.3M | -175% |
| Q2 2025 | $52.1M | +27% |
| Q1 2025 | -$3.6M | +$2.8M |
| Q4 2024 | -$7.4M | +$15.5M |
S has burned cash in most quarters: $57M over the past year, up 42% 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 S 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 |
S Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +1.3% | +4.5M shares |
| 1 year | +3.2% | +10.6M shares |
| 3 years | +16% | +48.4M shares |
| 5 years | +35% | +88M shares |
| Available history | +59% | +126M shares |
S has 342M diluted shares, up 3.2% from a year ago.
| Quarter | Spent |
|---|---|
| Q1 2026 | $98.1M |
| Q4 2025 | $49.2M |
| Q3 2021 | — |
| Q2 2021 | — |
| Q1 2021 | — |
| Q4 2020 | — |
| Q3 2020 | — |
| Q2 2020 | — |
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.
S Net Leverage
S's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
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).
S Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 54.0 | Neutral |
| Stochastic | 54.8 | Neutral |
S's weekly RSI is 54 (neutral) and its Stochastic is 55 (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.
S PE vs Technology Sector
S has no meaningful PE right now: it lost money over the past year.
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's trend is up, with a small recent dip: it's below only its 8-week average, and 106% above its 200-week average.
S Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $23.6 | 5.4% below |
| 20 week MA | $21.5 | 3.7% above |
| 50 week MA | $17.4 | 28% above |
| 100 week MA | $18.2 | 22% above |
| 200 week MA | $19.3 | 16% above |
S has slipped below its 8-week average, but it's still above the other four, and 16% 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.
S Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $44.6 | $51.6 | +16% |
| 2022 | $51.6 | $13.3 | -74% |
| 2023 | $13.3 | $27.4 | +107% |
| 2024 | $27.4 | $22.5 | -18% |
| 2025 | $22.5 | $15.0 | -33% |
| 2026 YTD | $15.0 | $22.3 | +49% |
S has the edge over PLTR on returns for 2026, with the stronger performance.