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Palantir: Understand the Moat to Understand the Valuation

4 points| statictype | 4 months ago |seekingalpha.com

1 comment

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bix6|4 months ago

> A forward P/E ratio of 422.42 may be high, but by no means unreasonable in the absence of any real competition.

> The quarterly earnings reflected a 68% YoY growth in US revenue, with government revenue growing at 53% while commercial revenue grew 93%.

That P/E vs growth is just stupid to me. I guess there’s just too much money chasing things higher.