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Palantir Technologies Inc. (PLTR) — Structural Peer Analysis

Palantir Technologies Inc. ranks near the peer group median, with strong growth and profitability offset by weak valuation. The market setup has weakened, with clear trend damage and relative performance under pressure.

Updated 2026-05-17 · NASDAQ100
Current market signal · 2026-05-15
Profile and price weak

PLTR: AI Premium, No Margin for Error

52w drawdown -35.3% · 21d vs sector -17.6%

View PLTR situation → All companies with this signal
ENTRY TODAY
Elevated price zoneabove norm
TODAY (5y history)83rd pct today
0th50th100th
Today the stock sits in a historically elevated range and its multiple is above its own norm.
Describes where today's entry sits in the stock's own long-term price and valuation history. Descriptive only. Not investment advice.
Dimension Profile

Peer-relative scores, weakest to strongest

Weakest Valuation 14
Bottom 25% of peers
Weak Stability 43
Around median
Moderate Growth 74
Top 25% of peers
Strongest Profitability 82
Top 10% of peers
Peer-Relative Score
52
Peer-Score
Mid-range peer position
Signal qualitylow
Structural Read

PLTR: AI Premium, No Margin for Error

Palantir Technologies develops data analytics and AI software platforms serving both commercial and government clients.

PLTR is traded as an AI bet with cyclical repricing. With 85% year-over-year revenue growth—driven by commercial AI adoption—the market treats any shift in guidance or growth as a referendum on AI demand, so even minor disappointments can trigger sharp price swings. PLTR combines an AI platform with both government and enterprise focus, unlike pure SaaS peers, but the market prices this dual exposure with no volatility discount: one-year volatility is 54%, placing PLTR among the most volatile peers. Valuation fluctuates strongly with the AI narrative and guidance updates. A single weak growth quarter is enough to trigger a sharp rerating.

AssetNext · 2026-05-07 · Rule-based and descriptive. Not investment advice.

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This analysis is rule-based and descriptive. Peer-relative scores are derived from functional peer group comparisons using publicly available financial data. Scores reflect structural positioning only and do not constitute investment advice, a buy or sell recommendation, or a forecast of future performance. AssetNext peer scores are recalculated periodically as new data becomes available.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.