Palantir Technologies Inc. (PLTR)vsSkywater Technology Inc (SKYT)
PLTR
Palantir Technologies Inc.
$139.11
+0.83%
TECHNOLOGY · Cap: $333.47B
SKYT
Skywater Technology Inc
$31.90
+4.56%
TECHNOLOGY · Cap: $1.53B
Smart Verdict
WallStSmart Research — data-driven comparison
Palantir Technologies Inc. generates 912% more annual revenue ($4.48B vs $442.14M). PLTR leads profitability with a 36.3% profit margin vs 26.9%. SKYT trades at a lower P/E of 12.8x. PLTR earns a higher WallStSmart Score of 73/100 (B).
PLTR
Strong Buy73
out of 100
Grade: B
SKYT
Buy60
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for PLTR.
Margin of Safety
+8.4%
Fair Value
$31.01
Current Price
$31.90
$0.89 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Every $100 of equity generates 96 in profit
Revenue surging 126.6% year-over-year
Earnings expanding 9733.0% YoY
Keeps 27 of every $100 in revenue as profit
Attractively priced relative to earnings
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 45.0x book value
Trading at 8.3x book value
Smaller company, higher risk/reward
Elevated debt levels
Negative free cash flow — burning cash
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 36.3% and operating margin at 40.9%. Revenue growth of 70.0% demonstrates continued momentum.
Bull Case : SKYT
The strongest argument for SKYT centers on Return on Equity, Revenue Growth, EPS Growth. Profitability is solid with margins at 26.9% and operating margin at -1.8%. Revenue growth of 126.6% demonstrates continued momentum.
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.
Bear Case : SKYT
The primary concerns for SKYT are Price/Book, Market Cap, Debt/Equity.
Key Dynamics to Monitor
SKYT carries more volatility with a beta of 3.47 — expect wider price swings.
SKYT is growing revenue faster at 126.6% — sustainability is the question.
PLTR generates stronger free cash flow (764M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PLTR scores higher overall (73/100 vs 60/100), backed by strong 36.3% margins and 70.0% revenue growth. 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.
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 →Skywater Technology Inc
TECHNOLOGY · SEMICONDUCTORS · USA
SkyWater Technology, Inc. manufactures integrated circuits. The company is headquartered in Bloomington, Minnesota.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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