Insight Enterprises Inc (NSIT)vsPalantir Technologies Inc. (PLTR)
NSIT
Insight Enterprises Inc
$73.59
-0.53%
TECHNOLOGY · Cap: $2.23B
PLTR
Palantir Technologies Inc.
$139.11
+0.83%
TECHNOLOGY · Cap: $333.47B
Smart Verdict
WallStSmart Research — data-driven comparison
Insight Enterprises Inc generates 84% more annual revenue ($8.25B vs $4.48B). PLTR leads profitability with a 36.3% profit margin vs 1.9%. NSIT appears more attractively valued with a PEG of 0.76. PLTR earns a higher WallStSmart Score of 73/100 (B).
NSIT
Buy62
out of 100
Grade: C+
PLTR
Strong Buy73
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+61.1%
Fair Value
$231.65
Current Price
$73.59
$158.06 discount
Intrinsic value data unavailable for PLTR.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 66.5% YoY
Growing faster than its price suggests
Attractively priced relative to earnings
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
1.9% margin — thin
Revenue declined 1.2%
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 45.0x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : NSIT
The strongest argument for NSIT centers on Price/Book, EPS Growth, PEG Ratio. PEG of 0.76 suggests the stock is reasonably priced for its growth.
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 : NSIT
The primary concerns for NSIT are Profit Margin, Revenue Growth. Thin 1.9% margins leave little buffer for downturns.
Bear Case : PLTR
The primary concerns for PLTR are PEG Ratio, P/E Ratio, Price/Book. A P/E of 220.8x leaves little room for execution misses.
Key Dynamics to Monitor
NSIT profiles as a value stock while PLTR is a growth play — different risk/reward profiles.
PLTR carries more volatility with a beta of 1.67 — 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 (73/100 vs 62/100), backed by strong 36.3% margins and 70.0% revenue growth. NSIT offers better value entry with a 61.1% margin of safety. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Insight Enterprises Inc
TECHNOLOGY · ELECTRONICS & COMPUTER DISTRIBUTION · USA
Insight Enterprises, Inc. provides hardware, software, and information technology services solutions in the United States, Canada, Europe, the Middle East, Africa, and Asia-Pacific. The company is headquartered in Tempe, Arizona.
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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