Palantir Technologies Inc. (PLTR)vsServiceTitan, Inc. Class A Common Stock (TTAN)
PLTR
Palantir Technologies Inc.
$139.11
+0.83%
TECHNOLOGY · Cap: $333.47B
TTAN
ServiceTitan, Inc. Class A Common Stock
$61.72
+3.80%
TECHNOLOGY · Cap: $5.70B
Smart Verdict
WallStSmart Research — data-driven comparison
Palantir Technologies Inc. generates 366% more annual revenue ($4.48B vs $960.97M). PLTR leads profitability with a 36.3% profit margin vs -16.6%. 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
Intrinsic value data unavailable for PLTR.
Margin of Safety
-12.8%
Fair Value
$53.86
Current Price
$61.72
$7.86 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Generating 39.9B in free cash flow
Revenue surging 21.4% year-over-year
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 45.0x book value
0.0% earnings growth
ROE of -10.7% — below average capital efficiency
Currently unprofitable
Operating margin of -15.6%
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 36.3% and operating margin at 40.9%. Revenue growth of 70.0% demonstrates continued momentum.
Bull Case : TTAN
The strongest argument for TTAN centers on Free Cash Flow, Revenue Growth. Revenue growth of 21.4% demonstrates continued momentum.
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.
Bear Case : TTAN
The primary concerns for TTAN are EPS Growth, Return on Equity, Profit Margin.
Key Dynamics to Monitor
PLTR is growing revenue faster at 70.0% — sustainability is the question.
TTAN generates stronger free cash flow (39.9B), 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 36.3% margins and 70.0% 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 tailored to enhance operational efficiency in the residential and commercial service sectors, particularly within plumbing, HVAC, and electrical services. The company equips contractors with sophisticated tools for scheduling, invoicing, and customer management, harnessing data analytics and automation to drive performance and profitability. As a pivotal player in the service industry, ServiceTitan is committed to ongoing product innovation and market expansion, establishing itself as an essential ally for contractors in an evolving competitive environment.
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