Accede al análisis completo con tu suscripción
Últimos 20 reportes · 10-K · 10-K/A · 10-Q · 8-K · Fuente: SEC EDGAR
Accede al análisis completo con tu suscripción
SEC CIK: 0001321655
We build software that empowers organizations to effectively integrate their data, decisions, and operations at scale. We were founded in 2003 and started building software for the intelligence community in the United States to assist in counterterrorism investigations and operations. We later began working with commercial enterprises, who often faced fundamentally similar challenges in working with data. We have built four principal software platforms, Palantir Gotham (“Gotham”), Palantir Foundry (“Foundry”), Palantir Apollo (“Apollo”), and our Artificial Intelligence Platform (“AIP”). Foundry is our foundational data operations platform, which provides the core capabilities for data management, logic authoring, systemic mapping development through Palantir Ontology (“Ontology”), analytics, and workflow development. AIP is our generative artificial intelligence (“AI”) platform, which provides secure connectivity to third-party-provided large language models (“LLMs”), a development toolchain for building AI-powered agents and automations, an array of AI-enabled end user applications, a broad evaluations framework for governing AI workflows in production, and more.
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Precio Objetivo — 12 meses
$80.00
Mínimo
-57.1%
$204.00
Mediana
+9.5%
$191.68
Promedio
+2.9%
$255.00
Máximo
+36.9%
Precio actual · USD
$186.29
P/E LTM
159.22
Precio / EPS LTM diluido
Margen Neto
49.0%
Benef. neto / Ingresos
Current Ratio
7.23x
Activo corriente / Pasivo corriente
Effective Tax Rate
1.3%
Tax / Pretax income
Rule of 40
133.5%
Crecimiento LTM % + Margen FCF %
Crecimiento Ingresos LTM
78.9%
Crecimiento de ingresos LTM interanual
Gross Margin
84.8%
Gross profit / Ingresos
Operating Margin
42.8%
Op. income / Ingresos
| Métrica | LTM jun 26 | 2025 | 2024 | 2023 | 🔒Premium | 🔒Premium | 🔒Premium | 🔒Premium | 🔒Premium |
|---|---|---|---|---|---|---|---|---|---|
| INGRESOS Y MÁRGENES | |||||||||
| Ingresos Totales | 6.156B | 4.475B | 2.866B | 2.225B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Crecimiento Ingresos | 78.9% | 56.2% | 28.8% | 16.8% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Cost of Revenue | 935.941M | 789.177M | 565.990M | 431.105M | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Gross Profit | 5.220B | 3.686B | 2.300B | 1.794B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Gross Margin | 84.8% | 82.4% | 80.3% | 80.6% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| GASTOS OPERATIVOS (SaaS — separados) | |||||||||
| Research & Development | 641.239M | 557.677M | 507.878M | 404.624M | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Sales & Marketing | 1.235B | 1.057B | 887.755M | 744.992M | 🔒 | 🔒 | 🔒 | 🔒 | |
| STOCK-BASED COMPENSATION | |||||||||
| Stock-Based Compensation | 835.524M | 684.033M | 691.638M | 475.903M | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| SBC / Revenue | 13.6% | 15.3% | 24.1% | 21.4% | 🔒 | 🔒 | 🔒 | 🔒 | |
| RESULTADO NETO | |||||||||
| Depreciación & Amort. | 27.978M | 26.145M | 31.587M | 33.354M | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| EBITDA | 2.663B | 1.440B | 341.990M | 153.320M | 🔒 | 🔒 | 🔒 | 🔒 | |
| KPI SAAS — BACKLOG / DEFERRED REVENUE | |||||||||
| RPO (Backlog futuro) | 4.900B | 4.100B | 1.700B | 1.200B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| RPO / Revenue | 0.80x | 0.92x | 0.59x | 0.54x | 🔒 | 🔒 | 🔒 | 🔒 | |
| LIQUIDEZ | |||||||||
| Cash & Equivalentes | 2.030B | 1.424B | 2.099B | 831.047M | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Short-term Investments | 7.379B | 5.753B | 3.131B | 2.843B | 🔒 | 🔒 | 🔒 | 🔒 | |
| BALANCE — ACTIVOS | |||||||||
| PP&E Neto | 61.403M | 51.960M | 39.638M | 47.758M | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Intangibles | 14.611M | — | 18.058M | 25.902M | 🔒 | 🔒 | 🔒 | 🔒 | |
| CAPITAL Y DEUDA | |||||||||
| Patrimonio Neto | 9.774B | 7.387B | 5.003B | 3.476B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Minoritarios (NCI) | 110.690M | 100.743M | 91.132M | 85.404M | 🔒 | 🔒 | 🔒 | 🔒 | |
| FLUJO DE CAJA Y CAPEX | |||||||||
| Cash Flow Operativo (CFO) | 3.400B | 2.134B | 1.154B | 712.183M | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Capex | 42.019M | 33.882M | 12.634M | 15.114M | 🔒 | 🔒 | 🔒 | 🔒 | |
| RATIOS | |||||||||
| Margen Neto | 49.0% | 36.3% | 16.1% | 9.4% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Current Ratio | 7.23x | 7.11x | 5.96x | 5.55x | 🔒 | 🔒 | 🔒 | 🔒 | |
Cifras en miles de millones (B) · Fuente: SEC/EDGAR
| 🔒 |
| General & Administrative | 708.627M | 657.718M | 593.481M | 524.325M | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Total OpEx | 2.585B | 2.272B | 1.989B | 1.674B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Operating Income | 2.635B | 1.414B | 310.403M | 119.966M | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Operating Margin | 42.8% | 31.6% | 10.8% | 5.4% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| 🔒 |
| 🔒 |
| EBITDA Margin | 43.3% | 32.2% | 11.9% | 6.9% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Gasto por Intereses | — | — | — | 3.470M | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Pretax Income | 3.072B | 1.657B | 489.173M | 237.091M | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Tax Expense | 41.111M | 22.724M | 21.255M | 19.716M | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Beneficio Neto | 3.017B | 1.625B | 462.190M | 209.825M | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Margen Neto | 49.0% | 36.3% | 16.1% | 9.4% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| EPS Diluido | 1.17 | 0.63 | 0.19 | 0.09 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| EPS Básico | 1.27 | 0.69 | 0.21 | 0.10 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| 🔒 |
| Deferred Revenue | 1.100B | 800.000M | 566.400M | 486.300M | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Rule of 40 | 133.5% | 103.1% | 68.6% | 48.1% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| 🔒 |
| Total Liquid Assets | 9.409B | 7.177B | 5.230B | 3.674B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Activo Corriente | 11.100B | 8.358B | 5.934B | 4.139B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Pasivo Corriente | 1.536B | 1.176B | 996.018M | 746.018M | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Working Capital | 9.564B | 7.183B | 4.938B | 3.393B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Current Ratio | 7.23x | 7.11x | 5.96x | 5.55x | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| 🔒 |
| Activo Total | 11.679B | 8.900B | 6.341B | 4.522B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Pasivo Total | 1.794B | 1.412B | 1.246B | 961.460M | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| 🔒 |
| Valor Contable / Acción | 4.07 | 3.09 | 2.14 | 1.58 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Acciones en Circulación | 2.403B | 2.391B | 2.339B | 2.200B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| 🔒 |
| Free Cash Flow (FCF) | 3.358B | 2.101B | 1.141B | 697.069M | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| FCF Margin | 54.5% | 46.9% | 39.8% | 31.3% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Recompras de acciones | 74.985M | 74.985M | 64.196M | 0.00 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Adquisiciones (Business) | — | — | — | 0.00 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| 🔒 |
| Effective Tax Rate | 1.3% | 1.4% | 4.3% | 8.3% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Rule of 40 | 133.5% | 103.1% | 68.6% | 48.1% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Crecimiento Ingresos LTM | 78.9% | 56.2% | 28.8% | 16.8% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Gross Margin | 84.8% | 82.4% | 80.3% | 80.6% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Operating Margin | 42.8% | 31.6% | 10.8% | 5.4% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| EBITDA Margin | 43.3% | 32.2% | 11.9% | 6.9% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| FCF Margin | 54.5% | 46.9% | 39.8% | 31.3% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| R&D / Revenue | 10.4% | 12.5% | 17.7% | 18.2% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| S&M / Revenue | 20.1% | 23.6% | 31.0% | 33.5% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| G&A / Revenue | 11.5% | 14.7% | 20.7% | 23.6% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| SBC / Revenue | 13.6% | 15.3% | 24.1% | 21.4% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Capex / Ingresos | 0.7% | 0.8% | 0.4% | 0.7% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| RPO / Revenue | 0.80x | 0.92x | 0.59x | 0.54x | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| ROE (avg equity) | 38.4% | 26.2% | 10.9% | 7.0% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| ROA (avg assets) | 31.7% | 21.3% | 8.5% | 5.3% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Interest Coverage | — | — | — | 34.57x | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Retorno al accionista / FCF | 2.2% | 3.6% | 5.6% | 0.0% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |