PLTR
Palantir Technologies Inc.
PLTR has the edge over TYL overall, supported by stronger fundamentals and stronger modeled upside.
TYL
Tyler Technologies, Inc.
TYL 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.
TYL Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Strong | |
| Strong |
TYL'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 has the edge over TYL in the historical PE scenario, which offers more potential upside but is not a forecast.
TYL PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 28x | $424 | — |
| Current | 53x | $424 | — |
| Cheap | 71x | $565 | +33% |
| Fair | 92x | $734 | +73% |
| Expensive | 113x | $895 | +111% |
Historical ranges are pointers, not guarantees.
TYL's PE is in its cheap range at 53x. If earnings grow as analysts expect, today's price would be 28x next year's earnings.
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.
TYL Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
Analysts expect earnings and revenue growth for TYL, 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 TYL on earnings, with stronger typical year-over-year growth.
TYL Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $14.99 | +89% |
| Q3 2026 | $7.94 | +11% |
| Q2 2026 | $7.54 | +7.9% |
| Q1 2026 | $7.24 | +9.2% |
| Q4 2025 | $7.20 | +19% |
| Q3 2025 | $7.18 | +31% |
| Q2 2025 | $6.99 | +45% |
| Q1 2025 | $6.63 | +50% |
| Q4 2024 | $6.05 | +56% |
TYL's earnings per share have climbed steadily: $7.94 over the past year, up 11% from the year before, and higher year over year for 12 quarters in a row.
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 TYL 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 TYL on profitability, with a higher operating margin.
TYL Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $647.6M | +8.7% |
| Q2 2026 | $645.1M | +8.2% |
| Q1 2026 | $613.5M | +8.6% |
| Q4 2025 | $575.2M | +6.3% |
| Q3 2025 | $595.9M | +9.7% |
| Q2 2025 | $596.1M | +10% |
| Q1 2025 | $565.2M | +10% |
| Q4 2024 | $541.1M | +13% |
TYL's revenue has grown year over year for 23 quarters in a row: $648M last quarter, up 8.7% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 18% | +1.6 points |
| Q2 2026 | 15% | -1.3 points |
| Q1 2026 | 16% | +0.5 points |
| Q4 2025 | 13% | -0.2 points |
| Q3 2025 | 16% | +1.2 points |
| Q2 2025 | 16% | +1.6 points |
| Q1 2025 | 16% | +2.7 points |
| Q4 2024 | 13% | +3.3 points |
TYL's operating margin was 18% last quarter, up 1.6 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 TYL on cash flow, with more consistent year-over-year improvement.
TYL Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $278M | +11% |
| Q2 2026 | $119.4M | +29% |
| Q1 2026 | $104M | +93% |
| Q4 2025 | $239.6M | +8.4% |
| Q3 2025 | $251.3M | -3.6% |
| Q2 2025 | $92.8M | +61% |
| Q1 2025 | $53.8M | -17% |
| Q4 2024 | $221M | +59% |
TYL generated $741M in free cash flow over the past year, up 20% 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 |
TYL Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -2.7% | -1.1M shares |
| 1 year | -7.1% | -3.1M shares |
| 3 years | -4.9% | -2.1M shares |
| 5 years | -3.7% | -1.6M shares |
| Available history | 0% | -5K shares |
TYL has the edge over PLTR on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $369.1M |
| Q2 2026 | $504.9M |
| Q1 2026 | $250.1M |
| Q4 2025 | — |
| Q3 2025 | $173M |
| Q4 2022 | — |
| Q3 2022 | — |
| Q4 2021 | $2,000 |
TYL spent $1.1B buying back its own shares over the past year.
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.
TYL Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -1.5x | Net Cash |
| Q2 2026 | -1.8x | Net Cash |
| Q1 2026 | -0.6x | Net Cash |
| Q4 2025 | -0.8x | Net Cash |
| Q3 2025 | -0.5x | Net Cash |
| Q2 2025 | -0.4x | Net Cash |
| Q1 2025 | -0.2x | Net Cash |
| Q4 2024 | -0.3x | Net Cash |
TYL 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).
TYL Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 67.4 | Neutral |
| Stochastic | 91.4 | Overbought |
TYL's weekly RSI is 67 (neutral) and its Stochastic is 91 (overbought).
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.
TYL PE vs Technology Sector
| Metric | TYL | Sector median | Relative |
|---|---|---|---|
| PE | 53x | 28x | 91% above |
| PE % | 11 | 35 | 24 pts below |
TYL 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 TYL on trend strength, trading above more of its moving averages.
TYL Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $370.9 | 14% above |
| 20 week MA | $346.5 | 22% above |
| 50 week MA | $355.1 | 19% above |
| 100 week MA | $456.4 | 7.2% below |
| 200 week MA | $451.1 | 6.1% below |
TYL has bounced recently, but its long-term trend is still down: it's above its 8-, 20- and 50-week averages, but 6.1% 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.
TYL Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $300.6 | $434.3 | +44% |
| 2021 | $434.3 | $523.1 | +20% |
| 2022 | $523.1 | $320.1 | -39% |
| 2023 | $320.1 | $418.1 | +31% |
| 2024 | $418.1 | $587.1 | +40% |
| 2025 | $587.1 | $461.1 | -21% |
| 2026 YTD | $461.1 | $423.6 | -8.1% |
TYL has the edge over PLTR on returns for 2026, with the stronger performance.