PLTR
Palantir Technologies Inc.
PLTR has the edge over TEL overall, supported by stronger valuation and stronger fundamentals.
TEL
TE Connectivity Ltd.
TEL 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.
TEL Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Healthy | |
| Healthy |
TEL's revenue, profitability, cash flow and balance sheet are all currently healthy.
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 TEL in the historical PE scenario, which offers more potential upside but is not a forecast.
TEL PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 15x | $163 | -25% |
| Forward | 16x | $218 | — |
| Fair | 20x | $224 | +2.7% |
| Current | 20x | $218 | — |
| Expensive | 38x | $418 | +92% |
Historical ranges are pointers, not guarantees.
TEL's PE is in its fair range at 20x. If earnings grow as analysts expect, today's price would be 16x 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.
TEL Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Strong growth | |
| Growth | |
| Improving | |
| Limited | |
| High |
Analysts expect earnings and revenue growth for TEL, 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 TEL on earnings, with more consistent year-over-year improvement.
TEL Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $13.67 | +24% |
| Q3 2026 | $11.06 | +80% |
| Q2 2026 | $10.21 | +109% |
| Q1 2026 | $9.80 | +113% |
| Q4 2025 | $6.94 | +9.8% |
| Q3 2025 | $6.16 | -40% |
| Q2 2025 | $4.89 | -56% |
| Q1 2025 | $4.61 | -58% |
| Q4 2024 | $6.32 | -40% |
TEL earned $11.06 per share over the past year, up 80% from 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 TEL 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 TEL on profitability, with a higher operating margin.
TEL Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $5.3B | +12% |
| Q2 2026 | $5.2B | +14% |
| Q1 2026 | $4.7B | +15% |
| Q4 2025 | $4.7B | +22% |
| Q3 2025 | $4.7B | +17% |
| Q2 2025 | $4.5B | +14% |
| Q1 2025 | $4.1B | +4.4% |
| Q4 2024 | $3.8B | +0.1% |
TEL's revenue has grown year over year for nine quarters in a row: $5.3B last quarter, up 12% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 21% | +1.3 points |
| Q2 2026 | 19% | +0.1 points |
| Q1 2026 | 20% | +2.1 points |
| Q4 2025 | 21% | +2.6 points |
| Q3 2025 | 19% | +3.3 points |
| Q2 2025 | 19% | -0.1 points |
| Q1 2025 | 18% | +0.6 points |
| Q4 2024 | 18% | -0.2 points |
TEL's operating margin was 21% last quarter, up 1.3 points from the same quarter a year ago, near the top of its range since 2019.
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 TEL on cash flow, with more consistent year-over-year improvement.
TEL Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $1.2B | +7.7% |
| Q2 2026 | $881M | -7.9% |
| Q1 2026 | $677M | +60% |
| Q4 2025 | $607M | -9.8% |
| Q3 2025 | $1.2B | +39% |
| Q2 2025 | $957M | +12% |
| Q1 2025 | $423M | -22% |
| Q4 2024 | $673M | +18% |
TEL's free cash flow has been positive every quarter for seven years: $3.4B over the past year, up 6.2% 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 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 |
TEL Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.3% | +1M shares |
| 1 year | -1.7% | -5M shares |
| 3 years | -7.3% | -23M shares |
| 5 years | -12% | -39M shares |
| Available history | -13% | -43M shares |
TEL has the edge over PLTR on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $544M |
| Q2 2026 | $529M |
| Q1 2026 | $414M |
| Q4 2025 | $405M |
| Q3 2025 | $437M |
| Q2 2025 | $301M |
| Q1 2025 | $306M |
| Q4 2024 | $303M |
TEL spent $1.9B buying back its own shares over the past year, up 40% 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 TEL on leverage, with a lower net debt burden relative to earnings.
TEL Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.8x | Very low |
| Q2 2026 | 0.9x | Very low |
| Q1 2026 | 1.0x | Very low |
| Q4 2025 | 1.0x | Healthy |
| Q3 2025 | 1.1x | Healthy |
| Q2 2025 | 1.3x | Healthy |
| Q1 2025 | 0.8x | Very low |
| Q4 2024 | 0.8x | Very low |
TEL's net debt is less than a year of its operating earnings (EBITDA), down from 1.1 years a year ago.
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).
TEL Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 53.9 | Neutral |
| Stochastic | 43.4 | Neutral |
TEL's weekly RSI is 54 (neutral) and its Stochastic is 43 (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.
TEL PE vs Technology Sector
| Metric | TEL | Sector median | Relative |
|---|---|---|---|
| PE | 20x | 28x | 29% below |
| PE % | 46 | 35 | 11 pts above |
TEL 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's trend is up, with a small recent dip: it's below only its 8-week average, and 106% above its 200-week average.
TEL Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $214.5 | 1.6% above |
| 20 week MA | $209.5 | 4% above |
| 50 week MA | $215.3 | 1.2% above |
| 100 week MA | $196.2 | 11% above |
| 200 week MA | $167.1 | 30% above |
TEL has the edge over PLTR on trend strength, trading above more of its moving averages.
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.
TEL Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $95.5 | $119.8 | +25% |
| 2021 | $119.8 | $158.5 | +32% |
| 2022 | $158.5 | $114.0 | -28% |
| 2023 | $114.0 | $140.5 | +23% |
| 2024 | $140.5 | $145.0 | +3.2% |
| 2025 | $145.0 | $232.5 | +60% |
| 2026 YTD | $232.5 | $217.8 | -6.3% |
TEL has the edge over PLTR on returns for 2026, with the stronger performance.