Is Palantir Technologies Stock Outperforming Its Rivals?
Palantir‘s stock has surged over the past year, yet how does it truly compare against tech giants scaling in the AI and data boom? A closer look reveals robust revenue growth and exceptional free cash flow margins, but its extremely high valuation and smaller scale limit upside, even as its government and commercial AI platforms gain traction.
- PLTR’s 21.8% operating margin, lower than MSFT’s 46.7%, signals less mature software scale versus cloud giants’ efficient operations.
- PLTR’s 47.2% revenue growth, outpacing peers, reflects surging AI/data platform demand across government and commercial sectors.
- PLTR’s 293.5 PE, despite 27.3% gains versus stronger GOOGL, prices high AI platform potential and future earnings growth.
Here’s how Palantir Technologies stacks up across size, valuation, and profitability versus key peers.
| PLTR | MSFT | AMZN | GOOGL | SNOW | IBM | |
|---|---|---|---|---|---|---|
| Market Cap ($ Bil) | 321.5 | 2,951.8 | 2,250.3 | 3,803.1 | 58.6 | 240.2 |
| Revenue ($ Bil) | 3.9 | 305.5 | 716.9 | 402.8 | 4.4 | 65.4 |
| PE Ratio | 293.5 | 24.8 | 29.0 | 28.8 | -43.4 | 30.4 |
| LTM Revenue Growth | 47.2% | 16.7% | 12.4% | 15.1% | 28.5% | 4.5% |
| LTM Operating Margin | 21.8% | 46.7% | 11.2% | 32.0% | -34.3% | 17.7% |
| LTM FCF Margin | 46.0% | 25.3% | 1.1% | 18.2% | 17.5% | 18.1% |
| 12M Market Return | 27.3% | -3.8% | -5.7% | 71.3% | -6.7% | -0.4% |
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% |
| 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 | 4.5% | – | 1.4% | 2.2% | 5.5% |
Operating Margin Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| PLTR | 21.8% | – | 10.8% | 5.4% | -8.5% |
| 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 | 17.7% | – | 16.1% | 15.9% | 13.5% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| PLTR | 293.5 | – | 865.4 | 774.0 | -94.8 |
| MSFT | 24.8 | 35.3 | 35.5 | 38.7 | |
| AMZN | 29.0 | 31.7 | 38.8 | 51.5 | |
| GOOGL | 28.8 | 28.7 | 23.3 | 23.9 | |
| SNOW | -43.4 | -56.8 | -60.6 | -79.6 | |
| IBM | 30.4 | – | 45.3 | 26.7 | 90.0 |
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