Palantir: Understand the Moat to Understand the Valuation(seekingalpha.com)

4 pointsby statictype9 ay önce1 comments

Palantir: Understand the Moat to Understand the Valuation

https://seekingalpha.com/article/4829854-palantir-understand-the-moat-to-understand-the-valuation-let-the-story-play-out

1 comments

bix69 ay önce

> 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.