MaxLinear Inc (MXL)vsPalantir Technologies Inc. (PLTR)
MXL
MaxLinear Inc
$75.14
+0.63%
TECHNOLOGY · Cap: $6.47B
PLTR
Palantir Technologies Inc.
$196.81
-0.97%
TECHNOLOGY · Cap: $447.04B
Smart Verdict
WallStSmart Research — data-driven comparison
Palantir Technologies Inc. generates 982% more annual revenue ($6.16B vs $568.93M). PLTR leads profitability with a 49.0% profit margin vs -18.2%. MXL appears more attractively valued with a PEG of 0.39. PLTR earns a higher WallStSmart Score of 75/100 (B).
MXL
Hold38
out of 100
Grade: F
PLTR
Strong Buy75
out of 100
Grade: B
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Revenue surging 55.2% year-over-year
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
Trading at 14.0x book value
ROE of -29.1% — 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 48.4x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : MXL
The strongest argument for MXL centers on PEG Ratio, Revenue Growth. Revenue growth of 55.2% 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, 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 : 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 160.4x 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 3.94 — 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.
Bottom Line
PLTR scores higher overall (75/100 vs 38/100), backed by strong 49.0% margins and 92.8% revenue growth. 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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