PLTR
Palantir Technologies Inc.
PLTR has the edge over TENB overall, supported by stronger valuation and stronger modeled upside.
TENB
Tenable Holdings, Inc.
TENB'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.
TENB Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Strong | |
| Strong |
TENB'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'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.
TENB PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 17x | $41.05 | — |
| Current | 316x | $41.05 | — |
| Cheap | 491x | $63.83 | +55% |
| Fair | 697x | $90.55 | +121% |
| Expensive | 759x | $98.71 | +140% |
Historical ranges are pointers, not guarantees.
TENB has the edge over PLTR in the historical PE scenario, which offers more potential upside but is not a forecast.
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.
TENB Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Moderate | |
| Low |
Analysts expect earnings and revenue growth for TENB, with profitability improving. However, they disagree widely on these estimates.
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's earnings per share have climbed steadily: $1.43 over the past year, about three times what it earned the year before, and higher year over year every quarter since late 2021.
TENB Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.37 | +1719% |
| Q3 2026 | $0.13 | +$0.41 |
| Q2 2026 | $0.05 | +$0.43 |
| Q1 2026 | -$0.10 | +$0.28 |
| Q4 2025 | -$0.30 | +$0.01 |
| Q3 2025 | -$0.28 | +$0.23 |
| Q2 2025 | -$0.38 | +$0.18 |
| Q1 2025 | -$0.38 | +$0.20 |
| Q4 2024 | -$0.31 | +$0.37 |
TENB has returned to profit: it earned $0.13 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 TENB 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 TENB on profitability, with a higher operating margin.
TENB Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $276.4M | +9.5% |
| Q2 2026 | $268.5M | +8.6% |
| Q1 2026 | $262.1M | +9.6% |
| Q4 2025 | $260.5M | +11% |
| Q3 2025 | $252.4M | +11% |
| Q2 2025 | $247.3M | +12% |
| Q1 2025 | $239.1M | +11% |
| Q4 2024 | $235.7M | +11% |
TENB's revenue has grown year over year every quarter since late 2020: $276M last quarter, up 9.5% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 6% | +3.2 points |
| Q2 2026 | 4.6% | +7.6 points |
| Q1 2026 | 3.3% | +11 points |
| Q4 2025 | 3.4% | -2.1 points |
| Q3 2025 | 2.8% | +3.8 points |
| Q2 2025 | -3% | +1 points |
| Q1 2025 | -7.4% | -3.3 points |
| Q4 2024 | 5.5% | +12 points |
TENB's operating margin was 6% last quarter, up 3.2 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 TENB on cash flow, with more consistent year-over-year improvement.
TENB Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $69M | +30% |
| Q2 2026 | $43.3M | +14% |
| Q1 2026 | $85.4M | +5.6% |
| Q4 2025 | $82.7M | +4.9% |
| Q3 2025 | $53M | -1.7% |
| Q2 2025 | $38.1M | +23% |
| Q1 2025 | $80.9M | +63% |
| Q4 2024 | $78.8M | +107% |
TENB generated $280M in free cash flow over the past year, up 12% 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 |
TENB Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +1.9% | +2.2M shares |
| 1 year | -4.9% | -6M shares |
| 3 years | 0% | +16K shares |
| 5 years | +8.5% | +9.1M shares |
| Available history | +21% | +20M shares |
TENB has the edge over PLTR on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $223.8M |
| Q2 2026 | $100M |
| Q1 2026 | $130.2M |
| Q4 2025 | $62.5M |
| Q3 2025 | $60M |
| Q2 2025 | $65M |
| Q1 2025 | $60M |
| Q4 2024 | $50M |
TENB spent $517M buying back its own shares over the past year, up 120% 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 more cash than debt.
TENB Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -3.6x | Net Cash |
| Q2 2026 | -1.6x | Net Cash |
| Q1 2026 | -2.3x | Net Cash |
| Q4 2025 | -5.7x | Net Cash |
| Q3 2025 | -4.8x | Net Cash |
| Q2 2025 | -7.4x | Net Cash |
| Q1 2025 | -12.2x | Net Cash |
| Q4 2024 | -12.5x | Net Cash |
TENB 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).
TENB Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 55.8 | Neutral |
| Stochastic | 63.5 | Neutral |
TENB's weekly RSI is 56 (neutral) and its Stochastic is 63 (neutral).
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 TENB on valuation relative to its sector.
TENB PE vs Technology Sector
| Metric | TENB | Sector median | Relative |
|---|---|---|---|
| PE | 316x | 28x | 1,033% above |
TENB is trading at 316x earnings, a 1033% premium to the Technology sector's median of 28x, though its earnings don't support one.
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.
TENB Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $41.0 | 0.2% above |
| 20 week MA | $37.9 | 8.4% above |
| 50 week MA | $28.7 | 43% above |
| 100 week MA | $31.0 | 33% above |
| 200 week MA | $37.2 | 10% above |
TENB 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.
TENB Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $23.5 | $54.7 | +133% |
| 2021 | $54.7 | $55.4 | +1.3% |
| 2022 | $55.4 | $36.9 | -33% |
| 2023 | $36.9 | $46.1 | +25% |
| 2024 | $46.1 | $39.5 | -14% |
| 2025 | $39.5 | $24.1 | -39% |
| 2026 YTD | $24.1 | $41.1 | +70% |
TENB has the edge over PLTR on returns for 2026, with the stronger performance.