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PLTR
Palantir Technologies Inc. · Information Technology - AI & Data Analytics
$128.47
-5.02% this month
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BBAI
BigBear.ai Holdings, Inc. · Information Technology - Defense AI Analytics
$3.92
+2.08% this month
Scoreboard verdict
Across AI score, momentum, valuation, upside, operating margin
PLTR
2
BBAI
1
Comparison scoreboard
PLTR LEADS 2/5AI Score
PLTR ✓58.9
BBAI 23.1
1Y Return
PLTR -7.04%
BBAI ✓-1.01%
Fwd P/E
PLTR 61.52
BBAI N/A
Target Up.
PLTR ✓+43.55%
BBAI +36.05%
Op. Margin
PLTR 46.18%
BBAI N/A
Metrics last refreshed: 6/20/2026
Quick take
PLTR vs BBAI Stock Comparison: AI Score, Valuation, Performance and Upside
PLTR is the established, large-scale AI analytics platform company with deep government and growing commercial enterprise relationships, while BBAI is a small-cap defense AI company targeting similar government customers at much smaller scale. The comparison illustrates the vast difference between a leading AI defense platform and an emerging competitor.
PLTR vs BBAI contrasts the dominant defense and intelligence AI platform company against a small-cap emerging defense AI challenger, both competing for government AI analytics contracts at dramatically different scales.
Live analysis · updated 6/20/2026
PLTR holds the edge across 2 of 5 key metrics in this comparison. BBAI has delivered stronger 1-year price return (-1.01% vs -7.04% for PLTR). Analyst consensus implies meaningfully more upside for PLTR (+43.55%) than for BBAI (+36.05%).
Normalized 1Y performance
PLTR
BBAI
Recent returns
PLTR
BBAI
Analyst price targets & sentiment
PLTR · 22 analysts
STRONG BUYHOLDSTRONG SELL
Hold (3.1/5.0)
Price target range
analyst low$40.00
analyst mean$183.73
current price$128.47
+43.5% upside to analyst mean
BBAI · 3 analysts
Price target range
analyst low$5.00
analyst high$6.00
analyst mean$5.33
current price$3.92
+36.1% upside to analyst mean
Who should consider this stock?
PLTR may suit investors who:
- →Want exposure to the leading AI analytics platform across U.S. government and commercial enterprise markets
- →Believe AIP will drive accelerating commercial enterprise adoption of Palantir's AI operating system
- →Are comfortable with premium valuation in exchange for Palantir's unique defensive and commercial AI positioning
BBAI may suit investors who:
- →Want small-cap exposure to defense AI analytics with high potential upside if key contracts are won
- →See value in BigBear.ai's specialized capabilities in computer vision and supply chain AI for military applications
- →Are comfortable with significantly higher execution risk and competitive pressure versus larger defense AI providers
Performance & AI score
| Metric | PLTR | BBAI |
|---|---|---|
| AI score | 58.9 | 23.1 |
| AI rank | #183 | #3747 |
| Latest close | $128.47 | $3.92 |
| 1M return | -5.02% | +2.08% |
| 6M return | -27.54% | -27.94% |
| 1Y return | -7.04% | -1.01% |
$10,000 invested — hypothetical growth (dividends reinvested)
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | PLTR | BBAI |
|---|---|---|
| 1Y ago | $9.18K (-8.2%) started 2025-06-18 | $9.9K (-1.0%) started 2025-06-18 |
| 5Y ago | $50.54K (+405.4%) started 2021-06-21 | $3.98K (-60.2%) started 2021-06-18 |
| 10Y ago | $135.23K (+1252.3%) started 2020-09-30 | $3.99K (-60.1%) started 2021-04-05 |
Hypothetical — past performance does not guarantee future results.
Valuation & upside potential
| Metric | PLTR | BBAI |
|---|---|---|
| Market cap | $306.83B | $1.88B |
| Trailing P/E | 142.21 | N/A |
| Forward P/E | 61.52 | N/A |
| Price/Sales | 96.76 | 14.74 |
| EV/Revenue | 57.26 | 12.34 |
| Analyst target | $183.73 | $5.33 |
| Target upside | +43.55% | +36.05% |
Growth, profitability & risk
| Metric | PLTR | BBAI |
|---|---|---|
| Revenue growth | 84.70% | -0.90% |
| Earnings growth | 325.00% | N/A |
| EPS growth | +325.00% | N/A |
| FCF margin | +33.56% | -46.71% |
| Operating margin | 46.18% | N/A |
| Profit margin | 43.67% | -226.69% |
| ROIC proxy | 32.59% | -58.43% |
| Return on equity | 32.59% | -58.43% |
| Dividend yield | N/A | 0.00% |
| Beta | 1.51 | 3.08 |
| Debt/equity | 2.48 | 3.05 |
| Current ratio | 6.91 | 6.08 |
| Quick ratio | 6.82 | 5.80 |
Drawdown & downside risk
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
1Y risk snapshot
PLTR max drawdown38.22%
BBAI max drawdown65.88%
PLTR max wkly drop15.63%
BBAI max wkly drop26.09%
5Y risk snapshot
PLTR max drawdown79.14%
BBAI max drawdown95.01%
PLTR max wkly drop38.89%
BBAI max wkly drop47.33%
10Y risk snapshot
PLTR max drawdown84.62%
BBAI max drawdown95.01%
PLTR max wkly drop38.89%
BBAI max wkly drop47.33%
Performance metrics by period
| Period | Metric | PLTR | BBAI |
|---|---|---|---|
| 1Y | Growth | -8.21% | -1.01% |
| CAGR | -8.22% | -1.01% | |
| Sharpe ratio | 0.00 | 0.41 | |
| Max drawdown | 38.22% | 65.88% | |
| Max daily drop | 11.62% | 15.80% | |
| Max wkly drop | 15.63% | 26.09% | |
| 5Y | Growth | +405.39% | -60.16% |
| CAGR | +38.34% | -16.81% | |
| Sharpe ratio | 0.75 | 0.42 | |
| Max drawdown | 79.14% | 95.01% | |
| Max daily drop | 21.31% | 39.62% | |
| Max wkly drop | 38.89% | 47.33% | |
| 10Y | Growth | +1252.32% | -60.12% |
| CAGR | +57.73% | -16.20% | |
| Sharpe ratio | 0.93 | 0.41 | |
| Max drawdown | 84.62% | 95.01% | |
| Max daily drop | 21.31% | 39.62% | |
| Max wkly drop | 38.89% | 47.33% |
Business comparison
| Category | PLTR | BBAI |
|---|---|---|
| Company | Palantir Technologies Inc. | BigBear.ai Holdings, Inc. |
| Sector | Technology | Information Technology - Defense AI Analytics |
| Industry | Software - Infrastructure | N/A |
| Core business | Palantir develops AI and data analytics platforms for the U.S. government (Gotham), commercial enterprises (Foundry), and AI-accelerated workflows (AIP), serving defense, intelligence, healthcare, and commercial clients globally. | BigBear.ai provides AI-powered analytics and decision intelligence solutions to defense and intelligence community clients, focusing on supply chain analytics, human language technology, and computer vision for military and government applications. |
| Investor focus | Investors track Palantir's commercial revenue growth (particularly in U.S. commercial clients), AIP (AI Platform) adoption, and the company's path toward sustained high-margin profitability. | Investors track BigBear.ai's revenue growth in government AI contracts, contract wins and backlog, and the company's path toward profitability in a highly competitive government AI market. |
PLTR strengths
- →Unique, deeply integrated AI analytics platforms used by intelligence agencies and military for mission-critical national security applications
- →AIP product connecting large language models to enterprise data is gaining rapid commercial adoption
- →U.S. government defense programs provide long-term recurring revenue and credibility for commercial expansion
BBAI strengths
- →Specialized focus on defense and intelligence AI applications aligns with significant government AI spending growth
- →Computer vision and supply chain analytics capabilities address specific military operational needs
- →Small cap with potential for significant growth if it wins key defense AI contracts
Risks to watch — PLTR
- →Commercial growth is critical to sustaining premium valuation as defense revenue alone cannot justify current market cap multiples
- →AIP commercial traction must convert from boot camp momentum to large-scale enterprise recurring revenue
- →High valuation leaves little room for execution shortfalls
Risks to watch — BBAI
- →Competing directly against much larger, better-funded Palantir, Booz Allen, and other defense AI providers
- →Limited commercial track record beyond a narrow set of government clients
- →Scale is significantly smaller than Palantir, creating resource constraints in sales, R&D, and marketing
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