Open Text Corp (OTEX)vsPalantir Technologies Inc. (PLTR)
OTEX
Open Text Corp
$23.20
+2.38%
TECHNOLOGY · Cap: $5.69B
PLTR
Palantir Technologies Inc.
$144.07
+3.57%
TECHNOLOGY · Cap: $333.47B
Smart Verdict
WallStSmart Research — data-driven comparison
Open Text Corp generates 16% more annual revenue ($5.18B vs $4.48B). PLTR leads profitability with a 36.3% profit margin vs 8.4%. OTEX appears more attractively valued with a PEG of 1.02. PLTR earns a higher WallStSmart Score of 73/100 (B).
OTEX
Buy58
out of 100
Grade: C
PLTR
Strong Buy73
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+83.3%
Fair Value
$144.94
Current Price
$23.20
$121.74 discount
Intrinsic value data unavailable for PLTR.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Attractively priced relative to earnings
Strong operational efficiency at 23.5%
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
Elevated debt levels
Revenue declined 0.6%
Earnings declined 23.9%
Distress zone — elevated risk
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 46.6x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : OTEX
The strongest argument for OTEX centers on Price/Book, P/E Ratio, Operating Margin. PEG of 1.02 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 : OTEX
The primary concerns for OTEX are Debt/Equity, Revenue Growth, EPS Growth. Debt-to-equity of 1.63 is elevated, increasing financial risk.
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
OTEX 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 58/100), backed by strong 36.3% margins and 70.0% revenue growth. OTEX offers better value entry with a 83.3% 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.
Open Text Corp
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Open Text Corporation offers a suite of software products and services. The company is headquartered in Waterloo, Canada.
Visit Website →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.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
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