ServiceNow, Inc. vs Palantir Technologies Inc., two Software stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where NOW and PLTR diverge most: on debt / equity, NOW reads 0.13 and PLTR reads 0.00; on current ratio, NOW reads 0.84 and PLTR reads 6.91. The rest of the comparable metrics sit closer together. What NOW's price implies is a demanding bet versus history and the cohort (whole-company basis). What PLTR's price implies is a somewhat stretched bet versus history (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | NOW | PLTR |
|---|---|---|
| Price | $107.68 | $126.75 |
| Market cap | $112.0B | $325.9B |
| Sector | Software | Software |
| Stage | Growth | Growth |
| P/E | 64.1 | 142.4 |
| P/B | 9.55 | 38.08 |
| P/S | 8.02 | 62.38 |
| EV/EBITDA | 40.8 | 160.3 |
| Revenue growth | +21.7% | +66.4% |
| Gross margin | 75.1% | 86.8% |
| Operating margin | 13.3% | 46.2% |
| Net margin | 12.6% | 43.7% |
| Return on equity | 15.0% | 26.7% |
| Return on assets | 7.2% | 22.4% |
| Return on invested capital | 9.9% | 23.0% |
| FCF yield | 4.1% | 0.8% |
| Debt / equity | 0.13 | 0.00 |
| Current ratio | 0.84 | 6.91 |
| Altman Z (solvency) | 6.20 | 7.35 |
| Piotroski F (quality) | 7 / 9 | 7 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.