Does Palantir Technologies Stock Lead the Pack?
Palantir‘s stock has surged 84% over the past year, significantly outperforming most peers, but how does this AI and data analytics powerhouse truly measure up against rivals scaling in the AI boom? A closer look reveals robust 56% LTM revenue growth, strong 31% operating margins, and stellar 47% free cash flow margins. Yet, with a PE ratio exceeding 230, its rich valuation suggests limited upside amidst intensifying competition in the evolving AI landscape.
- PLTR’s 31.6% operating margin reflects its scalable software model, while MSFT’s 46.7% stems from massive cloud (Azure) and enterprise software scale.
- PLTR’s 56.2% revenue growth, outpacing peers, signals robust demand for its AI platform (AIP), especially in the U.S. commercial sector.
- PLTR’s 84.2% gain reflects AI boom optimism, yet its 230.8 PE signals high investor growth expectations and a “priced for perfection” valuation risk.
Here’s how Palantir Technologies stacks up across size, valuation, and profitability versus key peers.
| PLTR | MSFT | AMZN | GOOGL | SNOW | IBM | |
|---|---|---|---|---|---|---|
| Market Cap ($ Bil) | 375.0 | 3,042.3 | 2,286.5 | 3,699.0 | 62.1 | 237.2 |
| Revenue ($ Bil) | 4.5 | 305.5 | 716.9 | 402.8 | 4.4 | 67.5 |
| PE Ratio | 230.8 | 25.5 | 29.4 | 28.0 | -46.0 | 22.4 |
| LTM Revenue Growth | 56.2% | 16.7% | 12.4% | 15.1% | 28.5% | 7.6% |
| LTM Operating Margin | 31.6% | 46.7% | 11.2% | 32.0% | -34.3% | 18.5% |
| LTM FCF Margin | 46.9% | 25.3% | 1.1% | 18.2% | 17.5% | 17.0% |
| 12M Market Return | 84.2% | 4.9% | 7.1% | 77.0% | 15.1% | -0.7% |
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 | |
|---|---|---|---|---|
| PLTR | 56.2% | 56.2% | 28.8% | 16.7% |
| MSFT | 16.7% | 14.9% | 15.7% | 6.9% |
| AMZN | 12.4% | 12.4% | 11.0% | 11.8% |
| GOOGL | 15.1% | 15.1% | 13.9% | 8.7% |
| SNOW | 28.5% | 29.2% | 35.9% | 69.4% |
| IBM | 7.6% | 7.6% | 1.4% | 2.2% |
Operating Margin Comparison
| LTM | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
| PLTR | 31.6% | 31.6% | 10.8% | 5.4% |
| MSFT | 46.7% | 45.6% | 44.6% | 41.8% |
| AMZN | 11.2% | 11.2% | 10.8% | 6.4% |
| GOOGL | 32.0% | 32.0% | 32.1% | 27.4% |
| SNOW | -34.3% | -40.2% | -39.0% | -40.8% |
| IBM | 18.5% | 18.5% | 16.1% | 15.2% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
| PLTR | 230.8 | 259.2 | 368.2 | 175.7 |
| MSFT | 25.5 | 35.3 | 35.5 | 38.7 |
| AMZN | 29.4 | 31.7 | 38.8 | 51.5 |
| GOOGL | 28.0 | 28.7 | 23.3 | 23.9 |
| SNOW | -46.0 | -56.8 | -60.6 | -79.6 |
| IBM | 22.4 | 26.1 | 33.6 | 19.9 |
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