Palantir Technologies Stock vs Competition: Who Wins?
Palantir‘s stock has surged over 150% in the past year, but how does this measure up against peers scaling in the AI and data boom? A closer look reveals exceptional revenue growth (LTM 47%) and strong profitability (Op. Margin 22%, FCF Margin 46%) driven by its AI platform. However, a lofty PE ratio (396x) raises valuation concerns, potentially limiting upside despite its entrenched AI market position.
- PLTR’s 21.8% operating margin, highest among peers, highlights its robust operational efficiency driven by strong 80.81% gross margins.
- PLTR’s 47.2% revenue growth, outpacing peers, is driven by surging AI Platform adoption and expanding U.S. commercial market penetration.
- PLTR’s 138.3% stock gain, outpacing peers, reflects high AI growth expectations, driving its 395.9 PE ratio above historical averages.
Here’s how Palantir Technologies stacks up across size, valuation, and profitability versus key peers.
| PLTR | DDOG | TYL | VRNT | |
|---|---|---|---|---|
| Market Cap ($ Bil) | 421.4 | 47.7 | 19.5 | 1.2 |
| Revenue ($ Bil) | 3.9 | 3.2 | 2.3 | 0.9 |
| PE Ratio | 395.9 | 465.0 | 71.6 | 20.1 |
| LTM Revenue Growth | 47.2% | 26.6% | 10.6% | -2.3% |
| LTM Operating Margin | 21.8% | -1.3% | 15.4% | 8.6% |
| LTM FCF Margin | 46.0% | 26.9% | 26.1% | 12.6% |
| 12M Market Return | 138.3% | -12.9% | -25.8% | -30.3% |
For more details on Palantir Technologies, read Buy or Sell PLTR Stock. Below we compare PLTR’s growth, margin, and valuation with peers across years
Revenue Growth Comparison
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| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| PLTR | 47.2% | – | 28.8% | 16.7% | 23.6% |
| DDOG | 26.6% | – | 26.1% | 27.1% | 62.8% |
| TYL | 10.6% | – | 9.5% | 5.5% | 16.2% |
| VRNT | -2.3% | -0.1% | 0.9% | 3.2% |
Operating Margin Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| PLTR | 21.8% | – | 10.8% | 5.4% | -8.5% |
| DDOG | -1.3% | – | 2.0% | -1.6% | -3.5% |
| TYL | 15.4% | – | 14.0% | 11.2% | 11.6% |
| VRNT | 8.6% | 11.7% | 7.6% | 6.4% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| PLTR | 395.9 | – | 368.2 | 175.7 | -35.5 |
| DDOG | 465.0 | – | 261.4 | 809.8 | -462.2 |
| TYL | 71.6 | – | 93.4 | 105.9 | 81.6 |
| VRNT | 20.1 | 20.7 | 44.8 | 159.1 |
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