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Stock Comparison · Industry comparison · Software - Infrastructure

F5 vs Palantir Technologies: Which Stock Looks Stronger in 2026?

The structural profiles are close, with F5 carrying a narrow edge on growth. Palantir Technologies still leads on growth and profitability, which keeps the comparison from looking entirely one-sided. The market setup broadly confirms the structural lead — F5 holds the more constructive position. That puts structure and market broadly in agreement — F5's lead looks more confirmed than conflicted.

The comparison is based on similar long-term financial trajectories, not sector labels.

Updated 2026-04-05

On growth, the clearer edge sits with Palantir Technologies Inc., while the overall score remains tighter and points the other way.

INDUSTRY COMPARISON

Both operate in: Software - Infrastructure

This comparison is based on industry proximity, not on functional trajectory similarity. FFIV and PLTR share the same industry classification.

For a similarity-based comparison, see how F5 and Palantir Technologies each position within their functional peer groups in AssetNext.

Peer-Relative Score
FFIV
F5, Inc.
65
Peer-Score
Signal qualityHigh
vs
PLTR
Palantir Technologies Inc.
60
Peer-Score
Signal qualityHigh

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

The clearest separation appears in growth.

Dimension spread: FFIV vs PLTR Profitability 77 96 Stability 70 41 Valuation 76 9 Growth 26 100 FFIV PLTR
Gap Ranking
#1 Growth +74
#2 Valuation +67
#3 Stability +29
#4 Profitability +19
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for FFIV and PLTR Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer FFIVPLTR Relative valuation Structural strength

Palantir Technologies Inc. occupies the cheaper side of the setup map, although F5, Inc. still holds the stronger structural profile.

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Relative Position vs Comparable Companies
Growth
Palantir Technologies Inc. ranks near the top of the group on growth; F5, Inc. sits in the weaker half.
Valuation
On valuation, the gap still runs the same way: F5, Inc. sits near the top of the group, while Palantir Technologies Inc. remains in the weaker half.
Growth — Dominant Gap
FFIV
26
PLTR
100
Gap+74in favour of PLTR

The clearest distance comes from a stronger growth profile.

What keeps the gap from being one-sided

Profitability still favours Palantir Technologies, with a 14.9-point operating margin advantage keeping the comparison from looking fully resolved.

What this means for the comparison

The lead is built on both growth and valuation — though growth still provides a counterweight.

Explore full peer positioning in AssetNext

Break down the FFIV vs PLTR comparison across all dimensions with the full interactive tool.

Explore full breakdown →
Other comparisons with conflicting dimension signals

Explore how FFIV and PLTR each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

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.

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.