Allot Communications Ltd (ALLT)vsPalantir Technologies Inc. (PLTR)
ALLT
Allot Communications Ltd
$7.52
+0.67%
TECHNOLOGY · Cap: $368.89M
PLTR
Palantir Technologies Inc.
$167.23
+0.83%
TECHNOLOGY · Cap: $401.86B
Smart Verdict
WallStSmart Research — data-driven comparison
Palantir Technologies Inc. generates 5550% more annual revenue ($6.16B vs $108.95M). PLTR leads profitability with a 49.0% profit margin vs 9.4%. ALLT appears more attractively valued with a PEG of 0.83. PLTR earns a higher WallStSmart Score of 75/100 (B).
ALLT
Buy58
out of 100
Grade: C
PLTR
Strong Buy75
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-16.6%
Fair Value
$8.76
Current Price
$7.52
$1.24 premium
Margin of Safety
-83.0%
Fair Value
$91.40
Current Price
$167.23
$75.83 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 817.0% YoY
Conservative balance sheet, low leverage
Growing faster than its price suggests
15.3% revenue growth
Mega-cap, among the largest globally
Every $100 of equity generates 31 in profit
Keeps 49 of every $100 in revenue as profit
Strong operational efficiency at 47.1%
Revenue surging 92.8% year-over-year
Earnings expanding 215.4% YoY
Areas to Watch
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
Operating margin of 4.0%
Distress zone — elevated risk
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 41.1x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : ALLT
The strongest argument for ALLT centers on EPS Growth, Debt/Equity, PEG Ratio. Revenue growth of 15.3% demonstrates continued momentum. PEG of 0.83 suggests the stock is reasonably priced for its growth.
Bull Case : PLTR
The strongest argument for PLTR centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 49.0% and operating margin at 47.1%. Revenue growth of 92.8% demonstrates continued momentum.
Bear Case : ALLT
The primary concerns for ALLT are P/E Ratio, Market Cap, Operating Margin.
Bear Case : PLTR
The primary concerns for PLTR are PEG Ratio, P/E Ratio, Price/Book. A P/E of 141.7x leaves little room for execution misses.
Key Dynamics to Monitor
PLTR carries more volatility with a beta of 1.62 — expect wider price swings.
PLTR is growing revenue faster at 92.8% — sustainability is the question.
PLTR generates stronger free cash flow (1.2B), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PLTR scores higher overall (75/100 vs 58/100), backed by strong 49.0% margins and 92.8% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Allot Communications Ltd
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Allot Ltd. provides network intelligence and security solutions to protect and personalize the digital experience in Europe, Asia, Oceania, the Middle East, Africa and the Americas. The company is headquartered in Hod-Hasharon, Israel.
Palantir Technologies Inc.
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Palantir Technologies Inc. creates and implements software platforms for the intelligence community in the United States to assist in counterterrorism investigations and operations. The company is headquartered in Denver, Colorado.
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