MaxLinear Inc (MXL)vsPalantir Technologies Inc. (PLTR)
MXL
MaxLinear Inc
$70.75
+4.78%
TECHNOLOGY · Cap: $6.05B
PLTR
Palantir Technologies Inc.
$139.11
+0.83%
TECHNOLOGY · Cap: $333.47B
Smart Verdict
WallStSmart Research — data-driven comparison
Palantir Technologies Inc. generates 779% more annual revenue ($4.48B vs $508.90M). PLTR leads profitability with a 36.3% profit margin vs -26.0%. MXL appears more attractively valued with a PEG of 0.39. PLTR earns a higher WallStSmart Score of 73/100 (B).
MXL
Hold38
out of 100
Grade: F
PLTR
Strong Buy73
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+26.3%
Fair Value
$26.31
Current Price
$70.75
$44.44 discount
Intrinsic value data unavailable for PLTR.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Revenue surging 43.0% year-over-year
Mega-cap, among the largest globally
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 40.9%
Revenue surging 70.0% year-over-year
Earnings expanding 648.0% YoY
Conservative balance sheet, low leverage
Areas to Watch
Trading at 13.5x book value
ROE of -27.9% — below average capital efficiency
Earnings declined 71.4%
Negative free cash flow — burning cash
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 45.0x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : MXL
The strongest argument for MXL centers on PEG Ratio, Revenue Growth. Revenue growth of 43.0% demonstrates continued momentum. PEG of 0.39 suggests the stock is reasonably priced for its growth.
Bull Case : PLTR
The strongest argument for PLTR centers on Market Cap, Profit Margin, Operating Margin. Profitability is solid with margins at 36.3% and operating margin at 40.9%. Revenue growth of 70.0% demonstrates continued momentum.
Bear Case : MXL
The primary concerns for MXL are Price/Book, Return on Equity, EPS Growth.
Bear Case : PLTR
The primary concerns for PLTR are PEG Ratio, P/E Ratio, Price/Book. A P/E of 220.8x leaves little room for execution misses.
Key Dynamics to Monitor
MXL profiles as a hypergrowth stock while PLTR is a growth play — different risk/reward profiles.
MXL carries more volatility with a beta of 1.70 — expect wider price swings.
PLTR is growing revenue faster at 70.0% — sustainability is the question.
PLTR generates stronger free cash flow (764M), providing more financial flexibility.
Bottom Line
PLTR scores higher overall (73/100 vs 38/100), backed by strong 36.3% margins and 70.0% revenue growth. MXL offers better value entry with a 26.3% margin of safety. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
MaxLinear Inc
TECHNOLOGY · SEMICONDUCTORS · USA
MaxLinear, Inc. provides high-performance analog, radio frequency (RF) and mixed signal communications-on-chip (SoC) solutions for the connected home, wired and wireless infrastructure, and multi-market and industrial applications to world level. The company is headquartered in Carlsbad, California.
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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