Stacking Up PLTR Against Its Peers – Is It Still a Buy?
Here is how Palantir Technologies (PLTR) stacks up against its peers in size, valuation, growth and margin.
- PLTR’s operating margin of 13.0% is strong, but lower than most peers – trailing FICO (44.2%).
- PLTR’s revenue growth of 33.5% in the last 12 months is strong, outpacing TYL, VRNT, DDOG, FICO, INTU.
- PLTR gained 508.7% in the past year and trades at a PE of 751.8, outperforming its peers.
As a quick background, Palantir Technologies develops software platforms for intelligence and counterterrorism, enabling pattern identification in data and seamless collaboration between analysts and operational users.
| PLTR | TYL | VRNT | DDOG | FICO | INTU | |
|---|---|---|---|---|---|---|
| Market Cap ($ Bil) | 429.1 | 25.1 | 1.2 | 44.6 | 32.0 | 197.7 |
| Revenue ($ Bil) | 3.1 | 2.2 | 0.9 | 3.0 | 1.8 | 18.2 |
| PE Ratio | 751.8 | 86.7 | 18.0 | 358.0 | 55.4 | 57.0 |
| LTM Revenue Growth | 33.5% | 10.0% | -2.1% | 26.0% | 14.7% | 15.0% |
| LTM Operating Margin | 13.0% | 14.7% | 9.7% | -0.6% | 44.2% | 25.8% |
| LTM FCF Margin | 42.3% | 25.8% | 10.7% | 28.3% | 36.8% | 33.6% |
| 12M Market Return | 508.7% | 1.6% | -38.2% | 14.7% | -25.2% | 12.8% |
Why does this matter? PLTR just went up 28.6% in a month – peer comparison puts stock performance, valuation, and financials in context – highlighting whether it is truly outperforming, lagging behind, and above all – can this continue? Read Buy or Sell PLTR Stock to see if Palantir Technologies holds up as a quality investment. Furthermore, there is always a risk of fall after a strong rally – see how the stock has dipped and recovered in the past through PLTR Dip Buyer Analysis lens.
While peer comparison is critical Trefis High Quality Portfolio evaluates much more, and is designed to reduce stock-specific risks while giving upside exposure.
Revenue Growth Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| PLTR | 33.5% | – | 28.8% | 16.7% | 23.6% |
| TYL | 10.0% | – | 9.5% | 5.5% | 16.2% |
| VRNT | -2.1% | -0.1% | 0.9% | 3.2% | |
| DDOG | 26.0% | – | 26.1% | 27.1% | 62.8% |
| FICO | 14.7% | – | 13.5% | 9.9% | 4.6% |
| INTU | 15.0% | – | 13.3% | 12.9% | 32.1% |
Operating Margin Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| PLTR | 13.0% | – | 10.8% | 5.4% | -8.5% |
| TYL | 14.7% | – | 14.0% | 11.2% | 11.6% |
| VRNT | 9.7% | 11.7% | 7.6% | 6.4% | |
| DDOG | -0.6% | – | 2.0% | -1.6% | -3.5% |
| FICO | 44.2% | – | 42.7% | 42.3% | 39.4% |
| INTU | 25.8% | – | 23.8% | 21.9% | 20.1% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| PLTR | 561.0 | – | 368.2 | 175.7 | -35.5 |
| TYL | 88.0 | – | 93.4 | 105.9 | 81.6 |
| VRNT | 16.1 | 20.7 | 44.8 | 159.1 | |
| DDOG | 373.3 | – | 261.4 | 809.8 | -462.2 |
| FICO | 77.3 | – | 95.8 | 67.7 | 41.7 |
| INTU | 49.6 | – | 59.4 | 73.7 | 52.8 |
The Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 – the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.