Palantir Outshines Strategy in AI Market Growth

Palantir demonstrates stronger growth and profitability than Strategy, as Palantir's revenue grows and its stock outperforms. Investors should consider Palantir's AI potential but recognize valuation risks.

Date: 20-03-2025

AI Rating: 6

Earnings Per Share (EPS)
Palantir's expected EPS growth is impressive, projected at 57% from 2024 to 2027. This significant increase implies robust profitability growth.

Revenue Growth
Palantir's revenue is anticipated to grow by 31% from 2024 to 2027, showcasing its strong market position and growth potential. In contrast, Strategy's revenue is expected to grow at only a modest 2% during the same period, revealing a stark contrast in business performance and outlook.

Net Income
Palantir has shown profitability for the second consecutive year, which is a positive indicator, while Strategy is expected to remain unprofitable until 2027, which raises concerns for investors regarding its long-term viability.

Profit Margins
Details on profit margins for either company were not provided in the report, limiting the depth of analysis in this area.

Free Cash Flow (FCF)
The report does not mention free cash flow for either company, so analysis on this point cannot be drawn.

Return on Equity (ROE)
There is no reference to return on equity in the report; hence, no information can be derived in this regard.

Stocks: MSTR PLTR