Palantir Technologies Inc. (PLTR)vsWorkday Inc (WDAY)
PLTR
Palantir Technologies Inc.
$139.11
+0.83%
TECHNOLOGY · Cap: $333.47B
WDAY
Workday Inc
$122.40
-0.02%
TECHNOLOGY · Cap: $31.47B
Smart Verdict
WallStSmart Research — data-driven comparison
Workday Inc generates 113% more annual revenue ($9.55B vs $4.48B). PLTR leads profitability with a 36.3% profit margin vs 7.3%. WDAY appears more attractively valued with a PEG of 0.47. PLTR earns a higher WallStSmart Score of 73/100 (B).
PLTR
Strong Buy73
out of 100
Grade: B
WDAY
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for PLTR.
Margin of Safety
+75.3%
Fair Value
$583.98
Current Price
$122.40
$461.58 discount
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
Growing faster than its price suggests
Earnings expanding 62.9% YoY
Generating 1.2B in free cash flow
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 45.0x book value
7.3% margin — thin
Premium valuation, high expectations priced in
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 : WDAY
The strongest argument for WDAY centers on PEG Ratio, EPS Growth, Free Cash Flow. Revenue growth of 14.5% demonstrates continued momentum. PEG of 0.47 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 220.8x leaves little room for execution misses.
Bear Case : WDAY
The primary concerns for WDAY are Profit Margin, P/E Ratio. A P/E of 47.1x leaves little room for execution misses.
Key Dynamics to Monitor
PLTR profiles as a growth stock while WDAY is a value play — different risk/reward profiles.
PLTR carries more volatility with a beta of 1.67 — expect wider price swings.
PLTR is growing revenue faster at 70.0% — sustainability is the question.
WDAY generates stronger free cash flow (1.2B), providing more financial flexibility.
Bottom Line
PLTR scores higher overall (73/100 vs 64/100), backed by strong 36.3% margins and 70.0% revenue growth. WDAY offers better value entry with a 75.3% 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 →Workday Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Workday, Inc. provides business applications in the cloud worldwide. The company is headquartered in Pleasanton, California.
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