Palantir Technologies Inc. (PLTR)vsLiveramp Holdings Inc (RAMP)
PLTR
Palantir Technologies Inc.
$141.70
+5.25%
TECHNOLOGY · Cap: $364.80B
RAMP
Liveramp Holdings Inc
$37.42
+0.11%
TECHNOLOGY · Cap: $2.26B
Smart Verdict
WallStSmart Research — data-driven comparison
Palantir Technologies Inc. generates 543% more annual revenue ($5.22B vs $812.94M). PLTR leads profitability with a 43.7% profit margin vs 17.9%. RAMP appears more attractively valued with a PEG of 0.59. PLTR earns a higher WallStSmart Score of 73/100 (B).
PLTR
Strong Buy73
out of 100
Grade: B
RAMP
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-78.1%
Fair Value
$76.08
Current Price
$141.70
$65.62 premium
Margin of Safety
+45.7%
Fair Value
$42.78
Current Price
$37.42
$5.36 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Earnings expanding 275.1% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 40.1x book value
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : RAMP
The strongest argument for RAMP centers on EPS Growth, Debt/Equity, Altman Z-Score. Profitability is solid with margins at 17.9% and operating margin at 9.0%. PEG of 0.59 suggests the stock is reasonably priced for its growth.
Bear Case : PLTR
The primary concerns for PLTR are PEG Ratio, P/E Ratio, Price/Book. A P/E of 172.9x leaves little room for execution misses.
Bear Case : RAMP
No major red flags identified for RAMP, but monitor valuation.
Key Dynamics to Monitor
PLTR profiles as a growth stock while RAMP is a mature play — different risk/reward profiles.
PLTR carries more volatility with a beta of 1.52 — 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.
Bottom Line
PLTR scores higher overall (73/100 vs 69/100), backed by strong 43.7% margins and 84.7% revenue growth. RAMP offers better value entry with a 45.7% margin of safety. 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.
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 →Liveramp Holdings Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
LiveRamp Holdings, Inc., a technology company, offers enterprise data connectivity platform solutions in the United States, Europe, and Asia-Pacific. The company is headquartered in San Francisco, California.
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