Comparing $Palantir Technologies Inc.(PLTR)$ to $Oracle(ORCL)$ is a wild valuation exercise.
Palantir has about 4,000 employees, while Oracle has around 140,000—more than 30 times as many. Yet $Palantir Technologies Inc.(PLTR)$ 's market cap is approaching Oracle's (around 400B), even though Oracle generates roughly 15 times the annual revenue.
So the market values each PLTR employee at tens of millions, while assigning a much lower valuation per employee to Oracle.
PLTR clearly has stronger growth, better operating leverage, and more AI momentum. But when a company with ~4,000 employees is valued nearly the same as a global software giant with 140,000 employees, expectations aren't just high—they're extraordinary.
Meanwhile, ORCL trades at a far lower P/E, even with its much larger revenue base, established enterprise customers, and critical cloud and database infrastructure.
From where I stand, this isn't about PLTR being overvalued. It feels more like ORCL is deliberately undervalued.
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