PLTR
Palantir Technologies Inc.
PLTR has the edge over VRSN overall, supported by stronger valuation and stronger modeled upside.
VRSN
VeriSign, Inc.
VRSN 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.
VRSN Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Strong | |
| Strong | |
| Strong |
VRSN's profitability, cash flow and balance sheet are currently strong, 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 VRSN in the historical PE scenario, which offers more potential upside but is not a forecast.
VRSN PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 25x | $228 | -27% |
| Forward | 29x | $312 | — |
| Fair | 30x | $282 | -9.6% |
| Current | 34x | $312 | — |
| Expensive | 35x | $326 | +4.3% |
Historical ranges are pointers, not guarantees.
VRSN's PE is in its expensive range at 34x. If earnings grow as analysts expect, today's price would be 29x next year's earnings, in its fair 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.
VRSN Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Growth | |
| Growth | |
| Improving | |
| Limited | |
| High |
Analysts expect earnings and revenue growth for VRSN, 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 VRSN on earnings, with more consistent year-over-year improvement.
VRSN Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $10.86 | +17% |
| Q3 2026 | $9.30 | +8.4% |
| Q2 2026 | $9.22 | +10% |
| Q1 2026 | $9.05 | +11% |
| Q4 2025 | $8.81 | +10% |
| Q3 2025 | $8.58 | 0% |
| Q2 2025 | $8.38 | +0.5% |
| Q1 2025 | $8.18 | +0.7% |
| Q4 2024 | $8.00 | +1.3% |
VRSN earned $9.30 per share over the past year, up 8.4% 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 VRSN 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's operating margin was 47% last quarter, up 14 points from the same quarter a year ago, near the top of its range since 2019.
VRSN Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $443M | +5.7% |
| Q2 2026 | $434.6M | +6% |
| Q1 2026 | $428.9M | +6.6% |
| Q4 2025 | $425.3M | +7.6% |
| Q3 2025 | $419.1M | +7.3% |
| Q2 2025 | $409.9M | +5.9% |
| Q1 2025 | $402.3M | +4.7% |
| Q4 2024 | $395.4M | +3.9% |
VRSN's revenue has grown year over year every quarter since late 2020: $443M last quarter, up 5.7% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 67% | -0.9 points |
| Q2 2026 | 68% | -0.3 points |
| Q1 2026 | 68% | +1 points |
| Q4 2025 | 67% | +0.2 points |
| Q3 2025 | 68% | -1.1 points |
| Q2 2025 | 68% | -0.3 points |
| Q1 2025 | 67% | 0 points |
| Q4 2024 | 67% | -0.7 points |
VRSN has the edge over PLTR on profitability, with a higher operating margin.
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 VRSN on cash flow, with more consistent year-over-year improvement.
VRSN Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $260.7M | -14% |
| Q2 2026 | $212.8M | +9.3% |
| Q1 2026 | $265.2M | -7.1% |
| Q4 2025 | $285.1M | +28% |
| Q3 2025 | $303M | +22% |
| Q2 2025 | $194.7M | +29% |
| Q1 2025 | $285.5M | +13% |
| Q4 2024 | $222M | +11% |
VRSN's free cash flow has been positive every quarter for six years: $1B over the past year, up 1.9% 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 |
VRSN Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.8% | -700K shares |
| 1 year | -3.4% | -3.2M shares |
| 3 years | -12% | -12.6M shares |
| 5 years | -19% | -21.4M shares |
| Available history | -24% | -28.6M shares |
VRSN has the edge over PLTR on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $193.2M |
| Q2 2026 | $201.4M |
| Q1 2026 | $225.4M |
| Q4 2025 | $254.4M |
| Q3 2025 | $218.7M |
| Q2 2025 | $166.8M |
| Q1 2025 | $241.7M |
| Q4 2024 | $262.3M |
VRSN spent $874M buying back its own shares over the past year, down 1.7% 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 VRSN on leverage, with a lower net debt burden relative to earnings.
VRSN Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.2x | Net Cash |
| Q2 2026 | -0.7x | Net Cash |
| Q1 2026 | -0.4x | Net Cash |
| Q4 2025 | 1.3x | Healthy |
| Q3 2025 | -0.2x | Net Cash |
| Q2 2025 | -0.3x | Net Cash |
| Q1 2025 | -0.5x | Net Cash |
| Q4 2024 | 1.5x | Healthy |
VRSN has more cash than debt.
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).
VRSN Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 63.5 | Neutral |
| Stochastic | 78.0 | Neutral |
VRSN's weekly RSI is 64 (neutral) and its Stochastic is 78 (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.
VRSN PE vs Technology Sector
| Metric | VRSN | Sector median | Relative |
|---|---|---|---|
| PE | 34x | 28x | 21% above |
| PE % | 74 | 35 | 39 pts above |
VRSN 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.
VRSN Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $301.3 | 3.7% above |
| 20 week MA | $291.3 | 7.3% above |
| 50 week MA | $270.2 | 16% above |
| 100 week MA | $263.2 | 19% above |
| 200 week MA | $230.6 | 36% above |
VRSN 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.
VRSN Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $194.1 | $214.6 | +11% |
| 2021 | $214.6 | $249.6 | +16% |
| 2022 | $249.6 | $203.7 | -18% |
| 2023 | $203.7 | $206.0 | +1.1% |
| 2024 | $206.0 | $204.0 | -1% |
| 2025 | $204.0 | $246.3 | +21% |
| 2026 YTD | $246.3 | $312.5 | +27% |
VRSN has the edge over PLTR on returns for 2026, with the stronger performance.