Palantir's Valuation Surpasses Salesforce Despite Lower Revenue: Analyzing the Logic

Palantir’s Valuation Surpasses Salesforce Despite Lower Revenue: Analyzing the Logic

Palantir’s Valuation Surpasses Salesforce: $420B vs. $230B, Despite Lower Revenue

Palantir is valued at $420 billion based on $4 billion ARR, nearly double Salesforce’s $230 billion market cap with $38 billion in revenue.

As discussed on a recent podcast, skepticism surrounds Palantir’s high valuation, yet it continues to prove critics wrong.

Despite rapid growth, is Palantir worth $400 billion?

Unprecedented Growth Re-Acceleration

Palantir’s valuation is driven by an extraordinary growth story, with analysts noting its impressive leap from 12% growth at $2 billion revenue in 2023 to nearly 45% growth at $4 billion ARR.

This level of re-acceleration is rare. As one analysis suggests, few companies re-accelerate consistently.

Palantir has achieved more than two years of significant re-acceleration.

Growth trajectory: 12% → 23% → 45%

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