Palantir Technologies Inc. vs Shopify Inc., two Software stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where PLTR and SHOP diverge most: on net margin, PLTR reads 43.7% and SHOP reads 10.8%; on operating margin, PLTR reads 46.2% and SHOP reads 12.1%. The rest of the comparable metrics sit closer together. What PLTR's price implies is a somewhat stretched bet versus history (whole-company basis). What SHOP'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 | PLTR | SHOP |
|---|---|---|
| Price | $126.75 | $122.50 |
| Market cap | $325.9B | $159.7B |
| Sector | Software | Software |
| Stage | Growth | Growth |
| P/E | 142.4 | — |
| P/B | 38.08 | — |
| P/S | 62.38 | — |
| EV/EBITDA | 160.3 | — |
| Revenue growth | +66.4% | +31.9% |
| Gross margin | 86.8% | 48.8% |
| Operating margin | 46.2% | 12.1% |
| Net margin | 43.7% | 10.8% |
| Return on equity | 26.7% | 10.7% |
| Return on assets | 22.4% | 9.4% |
| Return on invested capital | 23.0% | 10.4% |
| FCF yield | 0.8% | — |
| Debt / equity | 0.00 | 0.00 |
| Current ratio | 6.91 | 6.20 |
| Altman Z (solvency) | 7.35 | 7.80 |
| Piotroski F (quality) | 7 / 9 | 6 / 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.