ServiceNow vs Palantir Technologies
NOW and PLTR side by side, both in computer programming, data processing, and other computer related services. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How NOW and PLTR compare
Palantir Technologies is the larger company, worth 3.9 times as much as ServiceNow ($414B against $107B).
On earnings, ServiceNow is cheaper: it trades at 73.9× trailing earnings, against 121× for Palantir Technologies.
Palantir Technologies grew revenue faster over the last twelve months (87.1% versus 21.8% for ServiceNow).
Palantir Technologies keeps more of each dollar of sales as profit, with a net margin of 50.3% compared with 9.4% at ServiceNow.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | NOW | PLTR |
|---|---|---|
| Size and price | ||
| Market cap | $107B | $414B |
| Share price | $102.76 | $172.40 |
| Change, 1 year | −40.7% | −11.0% |
| Change, 5 years | −24.0% | 705% |
| Beta (5Y) | 1.56 | 2.20 |
| Employees | 26K | 4,429 |
| StockData Score | ||
| Total score | 14 | 14 |
| Valuation score | 2 (better) | 1 |
| Growth score | 4 (better) | 3 |
| Performance score | 4 | 4 |
| Health score | 4 | 6 (better) |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/E | 73.9× (better) | 121× |
| P/S | 6.9× (better) | 56.8× |
| P/B | 8.1× (better) | 36.9× |
| EV/EBITDA | 37.7× (better) | 120× |
| P/FCF | 22.5× (better) | 102× |
| PEG | 1.01 | – |
| FCF yield | 4.5% (better) | 0.98% |
| Fair value | $72.48 | $48.62 |
| Margin of safety | −41.8% (better) | −255% |
| Growth | ||
| Revenue growth (TTM) | 21.8% | 87.1% (better) |
| Revenue growth, 5Y average | 24.1% | 32.6% (better) |
| Net income growth (TTM) | −16.5% | 235% (better) |
| EPS growth (TTM) | −16.3% | 240% (better) |
| EPS growth, 5Y average | 69.9% | – |
| Profitability | ||
| Gross margin | 73.1% | 84.7% (better) |
| Operating margin | 9.7% | 45.6% (better) |
| Net margin | 9.4% | 50.3% (better) |
| FCF margin | 30.8% | 55.6% (better) |
| Return on equity | 11.8% | 41.2% (better) |
| Return on invested capital | 13.0% | 801% (better) |
| Financial health | ||
| Debt / equity | 0.16 (better) | 0.00 |
| Net debt / EBITDA | −0.91 | – |
| Current ratio | 0.72 | 7.10 (better) |
| Altman Z-score | 4.21 | 122.50 (better) |
| Piotroski F-score | 5 | 8 (better) |
| Dividends and buybacks | ||
| Buyback yield | 2.6% | – |
| Shareholder yield | 2.6% (better) | 0.00% |
| Ownership | ||
| Held by institutions | 81.6% | 60.3% |
| Held by insiders | 0.14% | 7.6% |
| Insider net buying, 12 months | −$3.8M (better) | −$710M |
| Superinvestors holding | 2 | – |
| Short interest, % of float | 2.6% | 2.5% |
Go deeper
- NOW stock overview
- NOW income statement
- NOW valuation and score
- PLTR stock overview
- PLTR income statement
- PLTR valuation and score
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For information only, not investment advice. Check the source filings before relying on any figure.