Palantir Technologies Inc. (PLTR)vsTE Connectivity Ltd (TEL)
PLTR
Palantir Technologies Inc.
$167.23
+3.64%
TECHNOLOGY · Cap: $401.86B
TEL
TE Connectivity Ltd
$203.38
-4.05%
TECHNOLOGY · Cap: $61.37B
Smart Verdict
WallStSmart Research — data-driven comparison
TE Connectivity Ltd generates 214% more annual revenue ($19.32B vs $6.16B). PLTR leads profitability with a 49.0% profit margin vs 15.6%. TEL appears more attractively valued with a PEG of 0.88. PLTR earns a higher WallStSmart Score of 75/100 (B).
PLTR
Strong Buy75
out of 100
Grade: B
TEL
Strong Buy74
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-83.0%
Fair Value
$91.40
Current Price
$167.23
$75.83 premium
Intrinsic value data unavailable for TEL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 31 in profit
Keeps 49 of every $100 in revenue as profit
Strong operational efficiency at 47.1%
Revenue surging 92.8% year-over-year
Earnings expanding 215.4% YoY
Large-cap with strong market position
Every $100 of equity generates 23 in profit
Growing faster than its price suggests
Strong operational efficiency at 20.8%
Generating 1.2B in free cash flow
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 41.1x book value
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : PLTR
The strongest argument for PLTR centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 49.0% and operating margin at 47.1%. Revenue growth of 92.8% demonstrates continued momentum.
Bull Case : TEL
The strongest argument for TEL centers on Market Cap, Return on Equity, PEG Ratio. Profitability is solid with margins at 15.6% and operating margin at 20.8%. Revenue growth of 13.8% demonstrates continued momentum.
Bear Case : PLTR
The primary concerns for PLTR are PEG Ratio, P/E Ratio, Price/Book. A P/E of 141.7x leaves little room for execution misses.
Bear Case : TEL
The primary concerns for TEL are Piotroski F-Score.
Key Dynamics to Monitor
PLTR profiles as a growth stock while TEL is a mature play — different risk/reward profiles.
PLTR carries more volatility with a beta of 1.62 — expect wider price swings.
PLTR is growing revenue faster at 92.8% — sustainability is the question.
TEL generates stronger free cash flow (1.2B), providing more financial flexibility.
Bottom Line
PLTR scores higher overall (75/100 vs 74/100), backed by strong 49.0% margins and 92.8% 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.
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 →TE Connectivity Ltd
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
TE Connectivity is an American Swiss-domiciled technology company that designs and manufactures connectors and sensors for several industries, such as automotive, industrial equipment, data communication systems, aerospace, defense, medical, oil and gas, consumer electronics and energy.
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