NVE Corporation (NVEC)vsPalantir Technologies Inc. (PLTR)
NVEC
NVE Corporation
$114.82
+2.28%
TECHNOLOGY · Cap: $564.06M
PLTR
Palantir Technologies Inc.
$122.26
-0.60%
TECHNOLOGY · Cap: $298.63B
Smart Verdict
WallStSmart Research — data-driven comparison
Palantir Technologies Inc. generates 16612% more annual revenue ($5.22B vs $31.26M). NVEC leads profitability with a 57.6% profit margin vs 43.7%. NVEC appears more attractively valued with a PEG of 0.84. NVEC earns a higher WallStSmart Score of 76/100 (B+).
NVEC
Strong Buy76
out of 100
Grade: B+
PLTR
Strong Buy75
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-13.0%
Fair Value
$59.86
Current Price
$114.82
$54.96 premium
Margin of Safety
-61.1%
Fair Value
$76.67
Current Price
$122.26
$45.59 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 30 in profit
Keeps 58 of every $100 in revenue as profit
Strong operational efficiency at 65.8%
Revenue surging 80.7% year-over-year
Earnings expanding 78.6% YoY
Conservative balance sheet, low leverage
Mega-cap, among the largest globally
Keeps 44 of every $100 in revenue as profit
Strong operational efficiency at 46.2%
Revenue surging 84.7% year-over-year
Earnings expanding 325.0% YoY
Conservative balance sheet, low leverage
Areas to Watch
Premium valuation, high expectations priced in
Trading at 9.5x book value
Smaller company, higher risk/reward
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 34.6x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : NVEC
The strongest argument for NVEC centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 57.6% and operating margin at 65.8%. Revenue growth of 80.7% 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 43.7% and operating margin at 46.2%. Revenue growth of 84.7% demonstrates continued momentum.
Bear Case : NVEC
The primary concerns for NVEC are P/E Ratio, Price/Book, Market Cap.
Bear Case : PLTR
The primary concerns for PLTR are PEG Ratio, P/E Ratio, Price/Book. A P/E of 150.1x leaves little room for execution misses.
Key Dynamics to Monitor
PLTR carries more volatility with a beta of 1.56 — expect wider price swings.
PLTR is growing revenue faster at 84.7% — sustainability is the question.
PLTR generates stronger free cash flow (892M), providing more financial flexibility.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
NVEC scores higher overall (76/100 vs 75/100), backed by strong 57.6% margins and 80.7% 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.
NVE Corporation
TECHNOLOGY · SEMICONDUCTORS · USA
NVE Corporation develops and sells devices that use spintronics, a nanotechnology that relies on the spin of the electron to acquire, store, and transmit information in the United States and internationally. The company is headquartered in Eden Prairie, Minnesota.
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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