Insight Enterprises Inc (NSIT)vsPalantir Technologies Inc. (PLTR)
NSIT
Insight Enterprises Inc
$165.37
+6.09%
TECHNOLOGY · Cap: $4.58B
PLTR
Palantir Technologies Inc.
$167.23
+0.83%
TECHNOLOGY · Cap: $401.86B
Smart Verdict
WallStSmart Research — data-driven comparison
Insight Enterprises Inc generates 39% more annual revenue ($8.58B vs $6.16B). PLTR leads profitability with a 49.0% profit margin vs 2.5%. NSIT appears more attractively valued with a PEG of 1.00. PLTR earns a higher WallStSmart Score of 75/100 (B).
NSIT
Strong Buy68
out of 100
Grade: B-
PLTR
Strong Buy75
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-83.0%
Fair Value
$49.19
Current Price
$165.37
$116.18 premium
Margin of Safety
-83.0%
Fair Value
$91.40
Current Price
$167.23
$75.83 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 76.0% YoY
Growing faster than its price suggests
Mega-cap, among the largest globally
Every $100 of equity generates 31 in profit
Keeps 49 of every $100 in revenue as profit
Strong operational efficiency at 47.1%
Revenue surging 92.8% year-over-year
Earnings expanding 215.4% YoY
Areas to Watch
Distress zone — elevated risk
2.5% margin — thin
Elevated debt levels
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 41.1x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : NSIT
The strongest argument for NSIT centers on EPS Growth, PEG Ratio. Revenue growth of 14.7% demonstrates continued momentum. PEG of 1.00 suggests the stock is reasonably priced for its growth.
Bull Case : PLTR
The strongest argument for PLTR centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 49.0% and operating margin at 47.1%. Revenue growth of 92.8% demonstrates continued momentum.
Bear Case : NSIT
The primary concerns for NSIT are Altman Z-Score, Profit Margin, Debt/Equity. Thin 2.5% 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 141.7x 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 1.62 — expect wider price swings.
PLTR is growing revenue faster at 92.8% — sustainability is the question.
PLTR generates stronger free cash flow (1.2B), providing more financial flexibility.
Bottom Line
PLTR scores higher overall (75/100 vs 68/100), backed by strong 49.0% margins and 92.8% revenue growth. Both earn "Strong Buy" and "Strong 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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