Added to YB: 2026-07-10
Pitch date: 2026-07-08
PLTR [neutral]
Palantir Technologies Inc.
+1.03%
current return
Author Info
Company Info
Palantir Technologies Inc. builds and deploys software platforms for the intelligence community to assist in counterterrorism investigations and operations in the United States, the United Kingdom, and internationally.
Market Cap
$322.1B
Pitch Price
$127.72
Price Target
N/A
Dividend
N/A
EV/EBITDA
151.89
P/E
151.05
EV/Sales
60.19
Sector
Software
Category
growth
Palantir: Are you too late?
PLTR (pass): Elite data analytics moat (80% GM, 47.8% ROIC, net cash), rev +30.7% 5yr CAGR, +39.9% exp next 2yr. But trades 212.6x fwd PE vs 112.9x 10yr avg; reverse DCF implies 46% FCF growth/yr for 10yrs. SBC >100% of net income. Quality 7.6/10 but valuation & SBC = pass.
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