Palantir Technologies Inc. (PLTR)vsAtlassian Corp Plc (TEAM)
PLTR
Palantir Technologies Inc.
$141.70
+5.25%
TECHNOLOGY · Cap: $364.80B
TEAM
Atlassian Corp Plc
$99.47
-2.00%
TECHNOLOGY · Cap: $22.46B
Smart Verdict
WallStSmart Research — data-driven comparison
Atlassian Corp Plc generates 18% more annual revenue ($6.19B vs $5.22B). PLTR leads profitability with a 43.7% profit margin vs -3.5%. TEAM appears more attractively valued with a PEG of 0.68. PLTR earns a higher WallStSmart Score of 73/100 (B).
PLTR
Strong Buy73
out of 100
Grade: B
TEAM
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-78.1%
Fair Value
$76.08
Current Price
$141.70
$65.62 premium
Margin of Safety
+81.1%
Fair Value
$459.43
Current Price
$99.47
$359.96 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Keeps 44 of every $100 in revenue as profit
Strong operational efficiency at 46.2%
Revenue surging 84.7% year-over-year
Earnings expanding 325.0% YoY
Conservative balance sheet, low leverage
Revenue surging 31.7% year-over-year
Earnings expanding 172.2% YoY
Growing faster than its price suggests
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 40.1x book value
Trading at 16.6x book value
Elevated debt levels
ROE of -24.7% — below average capital efficiency
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : PLTR
The strongest argument for PLTR centers on Market Cap, Profit Margin, Operating Margin. Profitability is solid with margins at 43.7% and operating margin at 46.2%. Revenue growth of 84.7% demonstrates continued momentum.
Bull Case : TEAM
The strongest argument for TEAM centers on Revenue Growth, EPS Growth, PEG Ratio. Revenue growth of 31.7% demonstrates continued momentum. PEG of 0.68 suggests the stock is reasonably priced for its growth.
Bear Case : PLTR
The primary concerns for PLTR are PEG Ratio, P/E Ratio, Price/Book. A P/E of 172.9x leaves little room for execution misses.
Bear Case : TEAM
The primary concerns for TEAM are Price/Book, Debt/Equity, Return on Equity.
Key Dynamics to Monitor
PLTR profiles as a growth stock while TEAM is a hypergrowth play — different risk/reward profiles.
PLTR carries more volatility with a beta of 1.52 — expect wider price swings.
PLTR is growing revenue faster at 84.7% — sustainability is the question.
PLTR generates stronger free cash flow (892M), providing more financial flexibility.
Bottom Line
PLTR scores higher overall (73/100 vs 56/100), backed by strong 43.7% margins and 84.7% revenue growth. TEAM offers better value entry with a 81.1% margin of safety. 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.
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 →Atlassian Corp Plc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Atlassian Corporation Plc designs, develops, licenses and maintains various software products worldwide. The company is headquartered in Sydney, Australia.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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