Palantir Technologies Inc. (PLTR)vsAtlassian Corp Plc (TEAM)
PLTR
Palantir Technologies Inc.
$139.11
+0.83%
TECHNOLOGY · Cap: $333.47B
TEAM
Atlassian Corp Plc
$68.59
-2.70%
TECHNOLOGY · Cap: $18.59B
Smart Verdict
WallStSmart Research — data-driven comparison
Atlassian Corp Plc generates 29% more annual revenue ($5.76B vs $4.48B). PLTR leads profitability with a 36.3% profit margin vs -3.3%. TEAM appears more attractively valued with a PEG of 0.63. PLTR earns a higher WallStSmart Score of 73/100 (B).
PLTR
Strong Buy73
out of 100
Grade: B
TEAM
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for PLTR.
Margin of Safety
+81.1%
Fair Value
$459.97
Current Price
$68.59
$391.38 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
Earnings expanding 172.2% YoY
Growing faster than its price suggests
Revenue surging 23.3% year-over-year
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 45.0x book value
Trading at 11.5x book value
ROE of -13.5% — below average capital efficiency
Distress zone — elevated risk
Currently unprofitable
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 : TEAM
The strongest argument for TEAM centers on EPS Growth, PEG Ratio, Revenue Growth. Revenue growth of 23.3% demonstrates continued momentum. PEG of 0.63 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 220.8x leaves little room for execution misses.
Bear Case : TEAM
The primary concerns for TEAM are Price/Book, Return on Equity, Altman Z-Score.
Key Dynamics to Monitor
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.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PLTR scores higher overall (73/100 vs 52/100), backed by strong 36.3% margins and 70.0% revenue growth. TEAM offers better value entry with a 81.1% 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.
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 →Atlassian Corp Plc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Atlassian Corporation Plc designs, develops, licenses and maintains various software products worldwide. The company is headquartered in Sydney, Australia.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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