Palantir Technologies Inc. (PLTR)vsServiceTitan, Inc. Class A Common Stock (TTAN)
PLTR
Palantir Technologies Inc.
$141.70
+5.25%
TECHNOLOGY · Cap: $364.80B
TTAN
ServiceTitan, Inc. Class A Common Stock
$77.40
+4.13%
TECHNOLOGY · Cap: $6.37B
Smart Verdict
WallStSmart Research — data-driven comparison
Palantir Technologies Inc. generates 415% more annual revenue ($5.22B vs $1.01B). PLTR leads profitability with a 43.7% profit margin vs -13.4%. PLTR earns a higher WallStSmart Score of 73/100 (B).
PLTR
Strong Buy73
out of 100
Grade: B
TTAN
Avoid33
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-78.1%
Fair Value
$76.08
Current Price
$141.70
$65.62 premium
Intrinsic value data unavailable for TTAN.
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
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Revenue surging 24.6% year-over-year
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 40.1x book value
0.0% earnings growth
ROE of -10.5% — below average capital efficiency
Negative free cash flow — burning cash
Currently unprofitable
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 : TTAN
The strongest argument for TTAN centers on Debt/Equity, Altman Z-Score, Revenue Growth. Revenue growth of 24.6% demonstrates continued momentum.
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 : TTAN
The primary concerns for TTAN are EPS Growth, Return on Equity, Free Cash Flow.
Key Dynamics to Monitor
PLTR is growing revenue faster at 84.7% — sustainability is the question.
PLTR generates stronger free cash flow (892M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PLTR scores higher overall (73/100 vs 33/100), backed by strong 43.7% margins and 84.7% revenue growth. Both earn "Strong Buy" and "Avoid" 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 →ServiceTitan, Inc. Class A Common Stock
TECHNOLOGY · SOFTWARE - APPLICATION · USA
ServiceTitan, Inc. (TTAN) is a premier software platform dedicated to enhancing operational efficiency for residential and commercial service contractors, particularly in plumbing, HVAC, and electrical sectors. By equipping businesses with cutting-edge tools for scheduling, invoicing, and customer relationship management, the company harnesses data analytics and automation to drive significant improvements in performance and profitability. With a strong focus on innovation and strategic market growth, ServiceTitan stands out as an essential ally for service contractors adapting to a rapidly changing competitive environment, presenting a compelling investment prospect for institutional investors seeking exposure in this sector.
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