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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 2026-07-05 · NASDAQ100
ENTRY TODAY
Elevated price zoneabove norm
TODAY (5y history)80th 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 19
Bottom 25% of peers
Weak Stability 49
Around median
Moderate Growth 76
Top 25% of peers
Strongest Profitability 91
Top 10% of peers
Peer-Relative Score
58
Peer-Score
Above-average peer position
Signal qualitylow
Structural Read

AI Premium, Volatile Foundation

Palantir Technologies develops data analytics and AI software for government and commercial clients.

PLTR is priced on AI momentum, not on structural quality. The company posts a sector-leading 29% operating margin, but with 52.7% one-year volatility, the market prices every shift in the AI narrative directly into the stock. Because Palantir's revenue and story are tightly linked to AI, each guidance raise is treated as a momentum signal, so even strong quarters can trigger outsized price swings. Palantir combines high margins with unique government exposure and an AI platform stack, yet the market consistently values it for its sensitivity to AI cycles, reacting to narrative changes with the kind of volatility typically reserved for cyclical names rather than rewarding it with the stability of a defensive compounder. A break in the AI narrative or regulatory setbacks can cause the premium to compress quickly.

AssetNext · 2026-06-23 · 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.