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PLTR
Palantir Technologies Inc. · Information Technology - AI & Data Analytics
$162.66
+25.80% this month
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BBAI
BigBear.ai Holdings, Inc. · Information Technology - Defense AI Analytics
$3.15
-10.76% this month
Scoreboard verdict
Across AI score, momentum, valuation, upside, operating margin
PLTR
3
BBAI
0
Comparison scoreboard
PLTR LEADS 3/5AI Score
PLTR ✓57.8
BBAI 22.9
1Y Return
PLTR ✓+1.24%
BBAI -55.57%
Fwd P/E
PLTR 58.75
BBAI N/A
Target Up.
PLTR ✓+48.06%
BBAI +26.98%
Op. Margin
PLTR 46.18%
BBAI N/A
Metrics last refreshed: 8/5/2026
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 8/5/2026
PLTR holds the edge across 3 of 5 key metrics in this comparison. PLTR has delivered stronger 1-year price return (+1.24% vs -55.57% for BBAI). Analyst consensus implies meaningfully more upside for PLTR (+48.06%) than for BBAI (+26.98%).
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$182.20
current price$162.66
+48.1% upside to analyst mean
BBAI · 2 analysts
STRONG BUYHOLDSTRONG SELL
Hold (3.0/5.0)
Price target range
analyst low$4.00
analyst high$4.00
analyst mean$4.00
current price$3.15
+27.0% 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 | 57.8 | 22.9 |
| AI rank | #201 | #3824 |
| Latest close | $162.66 | $3.15 |
| 1M return | +25.80% | -10.76% |
| 6M return | +3.03% | -34.10% |
| 1Y return | +1.24% | -55.57% |
$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 | $9.39K (-6.1%) started 2025-08-05 | $4.44K (-55.6%) started 2025-08-04 |
| 5Y ago | $74.55K (+645.5%) started 2021-08-06 | $3.24K (-67.6%) started 2021-08-04 |
| 10Y ago | $171.22K (+1612.2%) started 2020-09-30 | $3.2K (-68.0%) started 2021-04-05 |
Hypothetical — past performance does not guarantee future results.
Valuation & upside potential
| Metric | PLTR | BBAI |
|---|---|---|
| Market cap | $295.01B | $1.51B |
| Trailing P/E | 138.27 | N/A |
| Forward P/E | 58.75 | N/A |
| Price/Sales | 96.76 | 11.47 |
| EV/Revenue | 54.99 | 9.22 |
| Analyst target | $182.20 | $4.00 |
| Target upside | +48.06% | +26.98% |
Growth, profitability & risk
| Metric | PLTR | BBAI |
|---|---|---|
| Revenue growth | 84.70% | 13.20% |
| Earnings growth | 325.00% | N/A |
| EPS growth | +325.00% | N/A |
| FCF margin | +33.56% | -158.33% |
| Operating margin | 46.18% | N/A |
| Profit margin | 43.67% | -65.20% |
| ROIC proxy | 32.59% | -16.55% |
| Return on equity | 32.59% | -16.55% |
| Dividend yield | N/A | 0.00% |
| Beta | 1.56 | 3.18 |
| Debt/equity | 2.48 | 2.95 |
| Current ratio | 6.91 | 5.67 |
| Quick ratio | 6.82 | 5.39 |
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 drawdown48.22%
BBAI max drawdown70.93%
PLTR max wkly drop17.88%
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 | -6.12% | -55.57% |
| CAGR | -6.14% | -55.60% | |
| Sharpe ratio | 0.10 | -0.57 | |
| Max drawdown | 48.22% | 70.93% | |
| Max daily drop | 11.62% | 15.80% | |
| Max wkly drop | 17.88% | 26.09% | |
| 5Y | Growth | +645.46% | -67.63% |
| CAGR | +49.48% | -20.20% | |
| Sharpe ratio | 0.86 | 0.40 | |
| Max drawdown | 79.14% | 95.01% | |
| Max daily drop | 21.31% | 39.62% | |
| Max wkly drop | 38.89% | 47.33% | |
| 10Y | Growth | +1612.21% | -67.96% |
| CAGR | +62.56% | -19.22% | |
| Sharpe ratio | 0.97 | 0.39 | |
| 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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