Palantir vs Zoom Communications
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KIRAβs take AI analyst
I put Palantir and Zoom Communications side by side, using each oneβs latest annual report. Here is what stands out:
- Zoom Communications is the larger business, with $4.9B of revenue in fiscal 2026 against $4.5B for Palantir.
- Palantir grew revenue faster (56.2%, against 4.4%).
- Palantir kept more of each dollar of sales as operating profit (31.6% operating margin, against 23.1%).
- Palantir turned more of its sales into free cash flow (46.9% FCF margin, against 39.5%).
- Investors pay more for each dollar of Palantirβs earnings: a P/E of 171.4x against 9.1x for Zoom Communications.
Who comes out ahead
Of the 10 measures where higher (or lower) is clearly better, how many each company leads.
Palantir
PLTR
7/10
Revenue growth5-year growthGross marginOperating marginFCF marginReturn on equityPiotroski F-score
Zoom Communications
ZM
3/10
Net marginNet debt / EBITDAShare count change
Side by side
Best in the row
| Latest fiscal year | PLTR FY25 | ZM FY26 |
|---|---|---|
| Size | ||
| Market cap | $510.8B | $29.4B |
| Revenue | $4.5B | $4.9B |
| Free cash flow | $2.1B | $1.9B |
| Net income | $1.6B | $1.9B |
| Growth | ||
| Revenue growth | 56.2% | 4.4% |
| 5-year growth | 32.6% | 12.9% |
| Share count change | 4.7% | β2.5% |
| Profitability | ||
| Gross margin | 82.4% | 77.0% |
| Operating margin | 31.6% | 23.1% |
| Net margin | 36.3% | 39.0% |
| FCF margin | 46.9% | 39.5% |
| Return on capital | β | 56.2% |
| Return on equity | 26.2% | 20.3% |
| Balance sheet | ||
| Net debt | β$7.2B | β$7.8B |
| Net debt / EBITDA | β5.0x | β6.2x |
| Dividends and buybacks | $75.0M | $1.6B |
| Valuation & quality | ||
| P/E | 171.4x | 9.1x |
| Piotroski F-score | 7 | 6 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.