PLTR
Palantir Technologies Inc.
PLTR has the edge over SITM overall, supported by stronger valuation and stronger fundamentals.
SITM
SiTime Corporation
SITM'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.
SITM Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Healthy | |
| Healthy | |
| Weak |
SITM's revenue, profitability and cash flow are currently healthy, but its balance sheet is weak.
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 SITM in the historical PE scenario, which offers more potential upside but is not a forecast.
SITM PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 26x | $471 | — |
| Cheap | 50x | $51.83 | -89% |
| Fair | 119x | $123 | -74% |
| Expensive | 409x | $425 | -9.7% |
| Current | 452x | $471 | — |
Historical ranges are pointers, not guarantees.
SITM's PE is in its expensive range at 452x. If earnings grow as analysts expect, today's price would be 26x 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.
SITM Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Moderate |
Analysts expect strong earnings and revenue growth for SITM, 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 SITM on earnings, with more consistent year-over-year improvement.
SITM Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $18.02 | +1633% |
| Q3 2026 | $1.04 | +$4.00 |
| Q2 2026 | $0.59 | +$4.07 |
| Q1 2026 | -$0.91 | +$2.89 |
| Q4 2025 | -$1.72 | +$2.33 |
| Q3 2025 | -$2.96 | +$1.18 |
| Q2 2025 | -$3.48 | +$0.64 |
| Q1 2025 | -$3.80 | +$0.33 |
| Q4 2024 | -$4.05 | -$0.42 |
SITM has returned to profit: it earned $1.04 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's revenue has grown year over year every quarter since late 2020: $2.3B last quarter, up 96% from the same quarter a year ago.
| 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 SITM on profitability, with a higher operating margin.
SITM Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $298.7M | +257% |
| Q2 2026 | $157.4M | +127% |
| Q1 2026 | $113.6M | +88% |
| Q4 2025 | $113.3M | +66% |
| Q3 2025 | $83.6M | +45% |
| Q2 2025 | $69.5M | +58% |
| Q1 2025 | $60.3M | +83% |
| Q4 2024 | $68.1M | +61% |
SITM has the edge over PLTR on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 2.8% | +22 points |
| Q2 2026 | 5.2% | +41 points |
| Q1 2026 | -11% | +36 points |
| Q4 2025 | 1.6% | +35 points |
| Q3 2025 | -19% | +24 points |
| Q2 2025 | -35% | +38 points |
| Q1 2025 | -47% | +60 points |
| Q4 2024 | -34% | +31 points |
SITM's operating margin was 2.8% last quarter, up 22 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 SITM on cash flow, with more consistent year-over-year improvement.
SITM Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$16.7M | -164% |
| Q2 2026 | $27.3M | +$30.2M |
| Q1 2026 | $17.9M | +$19.1M |
| Q4 2025 | $13M | +$15.4M |
| Q3 2025 | $26.3M | +$33M |
| Q2 2025 | -$2.9M | -$149K |
| Q1 2025 | -$1.3M | -$98K |
| Q4 2024 | -$2.4M | +$1.8M |
SITM usually generates cash, though not every quarter: the latest was −$17M, but it generated $41M 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 the edge over SITM 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 |
SITM Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +13% | +3.7M shares |
| 1 year | +20% | +5.1M shares |
| 3 years | +40% | +8.8M shares |
| 5 years | +47% | +9.9M shares |
| Available history | +108% | +16.2M shares |
SITM has 31M diluted shares, up 20% 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 the edge over SITM on leverage, with a lower net debt burden relative to earnings.
SITM Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 8.8x | High |
| Q2 2026 | -21.3x | Net Cash |
SITM's net debt is about 8.8 years of its operating earnings (EBITDA).
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).
SITM Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 44.0 | Neutral |
| Stochastic | 19.0 | Oversold |
SITM's weekly RSI is 44 (neutral) and its Stochastic is 19 (oversold).
PLTR PE vs Technology Sector
| Metric | PLTR | Sector median | Relative |
|---|---|---|---|
| PE | 120x | 28x | 331% above |
| PE % | 1 | 38 | 37 pts below |
PLTR has the edge over SITM on valuation relative to its sector.
SITM PE vs Technology Sector
| Metric | SITM | Sector median | Relative |
|---|---|---|---|
| PE | 452x | 28x | 1,524% above |
| PE % | 85 | 35 | 50 pts above |
SITM is trading at 452x earnings, a 1524% premium to the Technology sector's median of 28x.
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 SITM on trend strength, trading above more of its moving averages.
SITM Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $531.4 | 11% below |
| 20 week MA | $579.9 | 19% below |
| 50 week MA | $520.0 | 9.5% below |
| 100 week MA | $369.3 | 27% above |
| 200 week MA | $248.3 | 90% above |
SITM has pulled back, but its long-term trend is still up: it's below its 8-, 20- and 50-week averages, but 90% 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.
SITM Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $22.7 | $106.9 | +370% |
| 2021 | $106.9 | $283.9 | +166% |
| 2022 | $283.9 | $99.4 | -65% |
| 2023 | $99.4 | $122.1 | +23% |
| 2024 | $122.1 | $220.9 | +81% |
| 2025 | $220.9 | $377.1 | +71% |
| 2026 YTD | $377.1 | $470.6 | +25% |
SITM has the edge over PLTR on returns for 2026, with the stronger performance.