Palo Alto Networks, Inc. (PANW) vs Palantir Technologies Inc. (PLTR)

Palo Alto Networks, Inc. and Palantir Technologies Inc. are both Software Infrastructure companies. Palantir Technologies Inc. is the larger, with a market value of $461.6B against $316.8B — 1.5× the size. Palantir Technologies Inc. trades at the lower P/E: 151× against 706×. Palantir Technologies Inc. grew revenue faster over the last twelve months: 78.9% against 24.5%. Palantir Technologies Inc. has the higher net margin (49.0% vs 2.67%) and the higher return on invested capital (346.1% vs 1.66%). Across the 21 metrics below, Palantir Technologies Inc. leads on 15 and Palo Alto Networks, Inc. on 6.

Valuation

Metric PANW PLTR Software Infrastructure median
P/E 706.38 150.53 28.02
P/S 24.43 73.94 3.07
P/B 10.20 46.05 3.36
Price to free cash flow 68.18 135.54 17.12
EV/EBITDA 129.23 167.48 14.91
EV/Sales 24.33 72.44 3.03
Earnings yield 0.14% 0.66% 0.13%
Free cash flow yield 1.47% 0.74% 1.15%

Profitability

Metric PANW PLTR Software Infrastructure median
Gross margin 70.36% 84.80% 61.23%
Operating margin 6.05% 42.80% 0.00%
Net margin 2.67% 49.00% 0.00%
Free cash flow margin 35.83% 54.55% 1.67%
Return on equity 1.74% 37.92% 0.59%
Return on assets 0.85% 31.68% 0.00%
Return on invested capital 1.66% 346.09% 0.00%

Growth

Metric PANW PLTR Software Infrastructure median
Revenue growth (TTM) 24.50% 78.92% 13.41%
EPS growth (last fiscal year) (75.00%) 231.58% —
Revenue growth, 5-year CAGR 21.95% 32.58% 15.81%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric PANW PLTR Software Infrastructure median
Debt to equity 0.06 0.00 0.06
Current ratio 0.87 7.23 1.55
Net debt to EBITDA (0.60) (4.98) 0.08

Dividend

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

Size

Metric PANW PLTR Software Infrastructure median
Market cap 316.80b 461.58b 835.96m

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