Apr. 25 at 7:19 PM
$NOW vs
$PLTR — revenue-wise, they’re not even in the same league.
Yet
$PLTR still trades at roughly 3.5x the valuation of NOW. That gap says a lot.
Fundamentally,
$NOW is still executing — strong business, steady growth, scalable model. But valuation remains compressed.
On the other side,
$PLTR is a great company with a strong narrative, but a lot of that future is already priced in. The margin for error is much thinner here.
So it comes down to this:
one is growth with a discount, the other is growth with a premium.
Right now, it’s a choice between buying execution or buying expectations.
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