Cloudflare Inc (NET)vsPalantir Technologies Inc. (PLTR)
NET
Cloudflare Inc
$221.36
-1.83%
TECHNOLOGY · Cap: $74.78B
PLTR
Palantir Technologies Inc.
$152.77
-1.49%
TECHNOLOGY · Cap: $365.26B
Smart Verdict
WallStSmart Research — data-driven comparison
Palantir Technologies Inc. generates 106% more annual revenue ($4.48B vs $2.17B). PLTR leads profitability with a 36.3% profit margin vs -4.7%. NET appears more attractively valued with a PEG of 2.36. PLTR earns a higher WallStSmart Score of 71/100 (B).
NET
Hold35
out of 100
Grade: F
PLTR
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for NET.
Margin of Safety
-337.0%
Fair Value
$29.48
Current Price
$152.77
$123.29 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 33.6% year-over-year
Large-cap with strong market position
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
Areas to Watch
Expensive relative to growth rate
0.0% earnings growth
Trading at 53.3x book value
ROE of -8.2% — below average capital efficiency
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 49.4x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : NET
The strongest argument for NET centers on Revenue Growth, Market Cap. Revenue growth of 33.6% demonstrates continued momentum.
Bull 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.
Bear Case : NET
The primary concerns for NET are PEG Ratio, EPS Growth, Price/Book.
Bear Case : PLTR
The primary concerns for PLTR are PEG Ratio, P/E Ratio, Price/Book. A P/E of 242.4x leaves little room for execution misses.
Key Dynamics to Monitor
NET profiles as a hypergrowth stock while PLTR is a growth play — different risk/reward profiles.
NET carries more volatility with a beta of 2.03 — expect wider price swings.
PLTR is growing revenue faster at 70.0% — sustainability is the question.
PLTR generates stronger free cash flow (764M), providing more financial flexibility.
Bottom Line
PLTR scores higher overall (71/100 vs 35/100), backed by strong 36.3% margins and 70.0% revenue growth. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Cloudflare Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
CloudFlare, Inc. operates a cloud platform that offers a range of network services to companies around the world. The company is headquartered in San Francisco, California.
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.
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