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Screener Weekly Summary Pricing

Cloudflare, Inc. (NET) vs Palantir Technologies Inc. (PLTR)

Cloudflare, Inc. and Palantir Technologies Inc. are both Software Infrastructure companies. Palantir Technologies Inc. is the larger, with a market value of $461.6B against $128.1B — 3.6× the size. Cloudflare, Inc. has negative trailing earnings, so its P/E is not meaningful; Palantir Technologies Inc. trades at 151×. Palantir Technologies Inc. grew revenue faster over the last twelve months: 78.9% against 33.5%. Palantir Technologies Inc. has the higher net margin (49.0% vs −8.21%) and the higher return on invested capital (346.1% vs 0.00%). Across the 19 metrics below, Palantir Technologies Inc. leads on 15 and Cloudflare, Inc. on 4.

Valuation

Metric NET PLTR Software Infrastructure median
P/E n/m 150.53 28.02
P/S 49.22 73.94 3.07
P/B 76.34 46.05 3.36
Price to free cash flow 392.76 135.54 17.12
EV/EBITDA n/m 167.48 14.91
EV/Sales 48.35 72.44 3.03
Earnings yield (0.17%) 0.66% 0.13%
Free cash flow yield 0.25% 0.74% 1.15%

Profitability

Metric NET PLTR Software Infrastructure median
Gross margin 72.58% 84.80% 61.23%
Operating margin (14.11%) 42.80% 0.00%
Net margin (8.21%) 49.00% 0.00%
Free cash flow margin 12.53% 54.55% 1.67%
Return on equity (14.43%) 37.92% 0.59%
Return on assets (3.43%) 31.68% 0.00%
Return on invested capital 0.00% 346.09% 0.00%

Growth

Metric NET PLTR Software Infrastructure median
Revenue growth (TTM) 33.53% 78.92% 13.41%
EPS growth (last fiscal year) (26.09%) 231.58% —
Revenue growth, 5-year CAGR 38.13% 32.58% 15.81%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric NET PLTR Software Infrastructure median
Debt to equity 1.22 0.00 0.06
Current ratio 1.82 7.23 1.55
Net debt to EBITDA (23.42) (4.98) 0.08

Dividend

Metric NET PLTR Software Infrastructure median
Dividend yield — — 1.53%
Payout ratio 0.00 0.00 0.00

Size

Metric NET PLTR Software Infrastructure median
Market cap 128.05b 461.58b 835.96m

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