Palantir Technologies Inc. (PLTR) vs Block, Inc. (XYZ)

Palantir Technologies Inc. and Block, Inc. are both Software Infrastructure companies. Palantir Technologies Inc. is the larger, with a market value of $466.6B against $46.6B — 10.0× the size. Block, Inc. trades at the lower P/E: 134× against 154×. Palantir Technologies Inc. grew revenue faster over the last twelve months: 78.9% against 5.07%. Palantir Technologies Inc. has the higher net margin (49.0% vs 1.43%) and the higher return on invested capital (346.1% vs 3.43%). Across the 22 metrics below, Palantir Technologies Inc. leads on 13 and Block, Inc. on 9.

Valuation

Metric PLTR XYZ Software Infrastructure median
P/E 154.13 133.79 24.17
P/S 75.71 1.85 3.07
P/B 47.15 2.11 2.92
Price to free cash flow 138.78 11.96 16.59
EV/EBITDA 171.57 132.75 14.11
EV/Sales 74.21 1.89 2.91
Earnings yield 0.65% 0.75% 0.00%
Free cash flow yield 0.72% 8.36% 0.30%

Profitability

Metric PLTR XYZ Software Infrastructure median
Gross margin 84.80% 46.36% 59.21%
Operating margin 42.80% 4.67% 0.00%
Net margin 49.00% 1.43% 0.00%
Free cash flow margin 54.55% 15.50% 0.00%
Return on equity 37.92% 1.62% 0.00%
Return on assets 31.68% 0.94% 0.00%
Return on invested capital 346.09% 3.43% 0.00%

Growth

Metric PLTR XYZ Software Infrastructure median
Revenue growth (TTM) 78.92% 5.07% 12.44%
EPS growth (last fiscal year) 231.58% (53.95%) 20.22%
Revenue growth, 5-year CAGR 32.58% 20.56% 15.74%
Net income growth, 5-year CAGR 0.00% 43.70% 0.00%

Health

Metric PLTR XYZ Software Infrastructure median
Debt to equity 0.00 0.26 0.04
Current ratio 7.23 2.21 1.53
Net debt to EBITDA (4.98) 0.22 0.06

Dividend

Metric PLTR XYZ Software Infrastructure median
Dividend yield — — 1.04%
Payout ratio — — 0.29

Size

Metric PLTR XYZ Software Infrastructure median
Market cap 466.55b 46.56b 646.36m

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