Comparing $Palantir Technologi-To The Moon - Tiger Brokers Online Investing Community - To The Moon

Comparing $Palantir Technologies Inc.(PLTR)$ to $Oracle(ORCL)$ is a wild valuation exercise.

Palantir has about 4,000 employees, while Oracle has around 140,000—more than 30 times as many. Yet $Palantir Technologies Inc.(PLTR)$ 's market cap is approaching Oracle's (around 400B), even though Oracle generates roughly 15 times the annual revenue.

So the market values each PLTR employee at tens of millions, while assigning a much lower valuation per employee to Oracle.

PLTR clearly has stronger growth, better operating leverage, and more AI momentum. But when a company with ~4,000 employees is valued nearly the same as a global software giant with 140,000 employees, expectations aren't just high—they're extraordinary.

Meanwhile, ORCL trades at a far lower P/E, even with its much larger revenue base, established enterprise customers, and critical cloud and database infrastructure.

From where I stand, this isn't about PLTR being overvalued. It feels more like ORCL is deliberately undervalued.

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Yet <a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>'s market cap is approaching Oracle's (around 400B), even though Oracle generates roughly 15 times the annual revenue.</p>\n<p>So the market values each PLTR employee at tens of millions, while assigning a much lower valuation per employee to Oracle.</p>\n<p>PLTR clearly has stronger growth, better operating leverage, and more AI momentum. But when a company with ~4,000 employees is valued nearly the same as a global software giant with 140,000 employees, expectations aren't just high—they're extraordinary.</p>\n<p>Meanwhile, ORCL trades at a far lower P/E, even with its much larger revenue base, established enterprise customers, and critical cloud and database infrastructure.</p>\n<p>From where I stand, this isn't about PLTR being overvalued. It feels more like ORCL is deliberately undervalued.</p>\n<p><img src=\"https://community-static.tradeup.com/news/234cf6f8521f4522b3bd665f8e1642bb\" tg-width=\"318\" tg-height=\"224\"></p></body></html>","htmlText":"<html><head></head><body><p>Comparing <a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> to <a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$&nbsp;</a> is a wild valuation exercise.</p>\n<p>Palantir has about 4,000 employees, while Oracle has around 140,000—more than 30 times as many. Yet <a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>'s market cap is approaching Oracle's (around 400B), even though Oracle generates roughly 15 times the annual revenue.</p>\n<p>So the market values each PLTR employee at tens of millions, while assigning a much lower valuation per employee to Oracle.</p>\n<p>PLTR clearly has stronger growth, better operating leverage, and more AI momentum. But when a company with ~4,000 employees is valued nearly the same as a global software giant with 140,000 employees, expectations aren't just high—they're extraordinary.</p>\n<p>Meanwhile, ORCL trades at a far lower P/E, even with its much larger revenue base, established enterprise customers, and critical cloud and database infrastructure.</p>\n<p>From where I stand, this isn't about PLTR being overvalued. It feels more like ORCL is deliberately undervalued.</p>\n<p><img src=\"https://community-static.tradeup.com/news/234cf6f8521f4522b3bd665f8e1642bb\" tg-width=\"318\" tg-height=\"224\"></p></body></html>","text":"Comparing $Palantir Technologies Inc.(PLTR)$ to $Oracle(ORCL)$ is a wild valuation exercise. Palantir has about 4,000 employees, while Oracle has around 140,000—more than 30 times as many. Yet $Palantir Technologies Inc.(PLTR)$ 's market cap is approaching Oracle's (around 400B), even though Oracle generates roughly 15 times the annual revenue. So the market values each PLTR employee at tens of millions, while assigning a much lower valuation per employee to Oracle. PLTR clearly has stronger growth, better operating leverage, and more AI momentum. But when a company with ~4,000 employees is valued nearly the same as a global software giant with 140,000 employees, expectations aren't just high—they're extraordinary. Meanwhile, ORCL trades at a far lower P/E, even with its much larger revenue base, established enterprise customers, and critical cloud and database infrastructure. From where I stand, this isn't about PLTR being overvalued. 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