Palantir Technologies Inc. (PLTR)vsSeagate Technology PLC (STX)
PLTR
Palantir Technologies Inc.
$175.40
-2.11%
TECHNOLOGY · Cap: $442.43B
STX
Seagate Technology PLC
$557.06
-8.13%
TECHNOLOGY · Cap: $147.97B
Smart Verdict
WallStSmart Research — data-driven comparison
Seagate Technology PLC generates 124% more annual revenue ($13.80B vs $6.16B). PLTR leads profitability with a 49.0% profit margin vs 31.9%. STX appears more attractively valued with a PEG of 0.37. STX earns a higher WallStSmart Score of 79/100 (B+).
PLTR
Strong Buy75
out of 100
Grade: B
STX
Strong Buy79
out of 100
Grade: B+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Growing faster than its price suggests
Every $100 of equity generates 127 in profit
Keeps 32 of every $100 in revenue as profit
Strong operational efficiency at 48.8%
Revenue surging 61.0% year-over-year
Earnings expanding 212.3% YoY
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 43.1x book value
Premium valuation, high expectations priced in
Trading at 37.1x book value
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : STX
The strongest argument for STX centers on PEG Ratio, Return on Equity, Profit Margin. Profitability is solid with margins at 31.9% and operating margin at 48.8%. Revenue growth of 61.0% demonstrates continued momentum.
Bear Case : PLTR
The primary concerns for PLTR are PEG Ratio, P/E Ratio, Price/Book. A P/E of 158.7x leaves little room for execution misses.
Bear Case : STX
The primary concerns for STX are P/E Ratio, Price/Book.
Key Dynamics to Monitor
STX carries more volatility with a beta of 2.08 — expect wider price swings.
PLTR is growing revenue faster at 92.8% — sustainability is the question.
STX generates stronger free cash flow (1.5B), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
STX scores higher overall (79/100 vs 75/100), backed by strong 31.9% margins and 61.0% revenue growth. Both earn "Strong Buy" and "Strong 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.
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.
Visit Website →Seagate Technology PLC
TECHNOLOGY · COMPUTER HARDWARE · USA
Seagate Technology Holdings plc, an Irish public limited company (commonly referred to as Seagate) is an American data storage company.
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