PLTR
Palantir Technologies Inc.
PLTR has the edge over VNT overall, supported by stronger valuation and stronger modeled upside.
VNT
Vontier Corporation
VNT'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.
VNT Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Healthy | |
| Stable |
VNT's profitability and cash flow are currently healthy, and its revenue and balance sheet are 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 VNT in the historical PE scenario, which offers more potential upside but is not a forecast.
VNT PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 10x | $24.70 | -43% |
| Forward | 11x | $43.18 | — |
| Fair | 13x | $32.92 | -24% |
| Expensive | 16x | $38.45 | -11% |
| Current | 18x | $43.18 | — |
Historical ranges are pointers, not guarantees.
VNT's PE is in its expensive range at 18x. If earnings grow as analysts expect, today's price would be 11x next year's earnings, in its cheap range.
PLTR Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
PLTR has the edge over VNT on the outlook, with more favorable revenue expectations.
VNT Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Stable | |
| Improving | |
| Limited | |
| High |
Analysts expect VNT's earnings to grow and its profitability to improve, with its revenue holding steady.
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 VNT on earnings, with more consistent year-over-year improvement.
VNT Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $3.84 | +57% |
| Q3 2026 | $2.44 | -11% |
| Q2 2026 | $2.41 | -8.4% |
| Q1 2026 | $2.83 | +15% |
| Q4 2025 | $2.76 | +0.4% |
| Q3 2025 | $2.73 | +4.2% |
| Q2 2025 | $2.63 | +1.2% |
| Q1 2025 | $2.46 | -11% |
| Q4 2024 | $2.75 | +14% |
VNT's earnings per share have fallen from their peak: $2.44 over the past year, against $3.39 in early 2022.
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 VNT on sales, with more consistent year-over-year improvement.
| 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 VNT on profitability, with a higher operating margin.
VNT Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $736.9M | -2.1% |
| Q2 2026 | $756.7M | -2.2% |
| Q1 2026 | $750.6M | +1.3% |
| Q4 2025 | $808.5M | +4.1% |
| Q3 2025 | $752.5M | +0.3% |
| Q2 2025 | $773.5M | +11% |
| Q1 2025 | $741.1M | -1.9% |
| Q4 2024 | $776.8M | -1.5% |
VNT's revenue fell from its 2022 peak and has held roughly level since: $737M last quarter, down 2.1% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 22% | +2.6 points |
| Q2 2026 | 19% | +1.8 points |
| Q1 2026 | 18% | +0.4 points |
| Q4 2025 | 19% | -0.3 points |
| Q3 2025 | 19% | +1.4 points |
| Q2 2025 | 18% | +1.3 points |
| Q1 2025 | 18% | -1.3 points |
| Q4 2024 | 19% | +0.7 points |
VNT's operating margin was 22% last quarter, up 2.6 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 VNT on cash flow, with more consistent year-over-year improvement.
VNT Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $122M | +35% |
| Q2 2026 | $94.9M | +14% |
| Q1 2026 | $24.8M | -73% |
| Q4 2025 | $174.8M | +18% |
| Q3 2025 | $90.3M | -13% |
| Q2 2025 | $83.3M | +274% |
| Q1 2025 | $92.7M | +30% |
| Q4 2024 | $148M | -0.2% |
VNT still generates free cash flow, though less than at its 2019 peak: $417M 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 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 |
VNT Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -3.1% | -4.4M shares |
| 1 year | -8.1% | -12M shares |
| 3 years | -13% | -20.4M shares |
| 5 years | -20% | -34.9M shares |
| Available history | -20% | -34.3M shares |
VNT has the edge over PLTR on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $80M |
| Q2 2026 | $130M |
| Q1 2026 | $70M |
| Q4 2025 | $125.1M |
| Q3 2025 | $70M |
| Q2 2025 | $50.1M |
| Q1 2025 | $55M |
| Q4 2024 | $60.1M |
VNT spent $405M buying back its own shares over the past year, up 72% 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 VNT on leverage, with a lower net debt burden relative to earnings.
VNT Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 2.6x | Moderate |
| Q2 2026 | 2.6x | Moderate |
| Q1 2026 | 2.7x | Moderate |
| Q4 2025 | 2.6x | Moderate |
| Q3 2025 | 2.7x | Moderate |
| Q2 2025 | 2.9x | Moderate |
| Q1 2025 | 3.1x | Elevated |
| Q4 2024 | 3.1x | Elevated |
VNT's net debt is about 2.6 years of its operating earnings (EBITDA), about the same as 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).
VNT Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 75.3 | Overbought |
| Stochastic | 91.1 | Overbought |
VNT's weekly RSI is 75 (overbought) 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.
VNT PE vs Technology Sector
| Metric | VNT | Sector median | Relative |
|---|---|---|---|
| PE | 18x | 28x | 36% below |
| PE % | 94 | 38 | 56 pts above |
VNT 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.
VNT Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $35.5 | 22% above |
| 20 week MA | $33.3 | 30% above |
| 50 week MA | $34.6 | 25% above |
| 100 week MA | $36.0 | 20% above |
| 200 week MA | $34.9 | 24% above |
VNT 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.
VNT Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $34.0 | $34.0 | -0.1% |
| 2021 | $34.0 | $30.4 | -11% |
| 2022 | $30.4 | $18.9 | -38% |
| 2023 | $18.9 | $34.6 | +83% |
| 2024 | $34.6 | $36.6 | +6% |
| 2025 | $36.6 | $38.1 | +4.1% |
| 2026 YTD | $38.1 | $43.2 | +13% |
VNT has the edge over PLTR on returns for 2026, with the stronger performance.