NVIDIA vs Palantir Technologies: Business Model & Financial Comparison 2026
NVIDIA · Technology / Semiconductors·Palantir Technologies · Technology / Software - Infrastructure
Financial Comparison
| Metric | NVDANVIDIA | PLTRPalantir Technologies |
|---|---|---|
| Market Cap | $4.38T | $361.02B |
| Revenue (TTM) | $215.94B | $4.48B |
| Revenue Growth | 73.2% | 70.0% |
| Gross Margin | 71.1% | 82.4% |
| Operating Margin | 65.0% | 40.9% |
| Net Margin | 55.6% | 36.3% |
| Return on Equity | 101.5% | 26.0% |
| P/E (Trailing) | 36.8x | 239.6x |
| P/E (Forward) | 16.7x | 81.7x |
| Free Cash Flow | $58.13B | $1.26B |
| Cash | $62.56B | $7.18B |
| Total Debt | $11.41B | $229.3M |
Data sourced from Yahoo Finance. Green highlights indicate better performance for that metric. Use the interactive tool for real-time data.
Business Model Comparison
NVIDIA
NVIDIA stands as the world's leading AI computing company and GPU manufacturer. Generating $215.94 billion in annual revenue (growing 73.2% year-over-year) and carrying a market capitalization of $4.46 trillion, the company has cemented its position as a foundational player in the global Semiconductors landscape. Under the leadership of Jensen Huang, NVIDIA continues to execute on a multi-year strategic vision that balances growth investment with…
Full NVIDIA analysis →Palantir Technologies
Palantir Technologies Inc. stands as a leading company in Technology. Generating $4.48 billion in annual revenue (growing 70.0% year-over-year) and carrying a market capitalization of $365.14 billion, the company has cemented its position as a foundational player in the global Software - Infrastructure landscape. Under the leadership of its leadership team, Palantir Technologies Inc. continues to execute on a multi-year strategic vision that bala…
Full Palantir Technologies analysis →SWOT Analysis Comparison
Strengths
NVIDIA
- With a market capitalization of $4.46T, NVIDIA is one of the largest companies in its sector, providing the scale advantages of brand recognition, supplier leverage, and capital access that smaller co
- NVIDIA's gross margin of 71.1% is well above industry averages, reflecting pricing power, operational efficiency, or a high-value product mix. The operating margin of 65.0% demonstrates disciplined co
- Revenue grew 73.2% year-over-year to $215.94B, indicating strong demand for NVIDIA's products and services and outperformance relative to many industry peers.
Palantir Technologies
- With a market capitalization of $365.14B, Palantir Technologies Inc. is one of the largest companies in its sector, providing the scale advantages of brand recognition, supplier leverage, and capital
- Palantir Technologies Inc.'s gross margin of 82.4% is well above industry averages, reflecting pricing power, operational efficiency, or a high-value product mix. The operating margin of 40.9% demonst
- Revenue grew 70.0% year-over-year to $4.48B, indicating strong demand for Palantir Technologies Inc.'s products and services and outperformance relative to many industry peers.
Weaknesses
NVIDIA
- Extreme concentration: top 5 customers (Microsoft, Amazon, Google, Meta, Oracle) likely account for 40%+ of revenue
- US export restrictions on H100/H200 chips to China removed a market that was $3-4B in annual revenue
Palantir Technologies
- In the Software - Infrastructure sector, larger competitors with greater economies of scale can exert pricing pressure and outspend Palantir Technologies Inc. on marketing, R&D, and distribution — lim
- Revenue concentration in core markets or customer segments creates vulnerability to localized downturns, regulatory changes, or shifts in customer preferences. Diversification remains an ongoing strat
Opportunities
NVIDIA
- The rapid advancement of generative AI and large language models presents NVIDIA with opportunities to automate operations, enhance products, and develop new AI-native services. Companies in Technolog
- NVIDIA operates in the Semiconductors segment of the broader Technology sector, which represents a $5.0 trillion by 2027 (IDC Global Technology Market). Even modest share gains in this environment tra
- Emerging markets — particularly India (1.4B people, rapidly growing middle class), Southeast Asia (700M people), and Sub-Saharan Africa — represent significant untapped addressable markets for NVIDIA'
Palantir Technologies
- The rapid advancement of generative AI and large language models presents Palantir Technologies Inc. with opportunities to automate operations, enhance products, and develop new AI-native services. Co
- Palantir Technologies Inc. operates in the Software - Infrastructure segment of the broader Technology sector, which represents a $5.0 trillion by 2027 (IDC Global Technology Market). Even modest shar
- Emerging markets — particularly India (1.4B people, rapidly growing middle class), Southeast Asia (700M people), and Sub-Saharan Africa — represent significant untapped addressable markets for Palanti
Threats
NVIDIA
- Global economic slowdowns, inflation, or rising interest rates can reduce consumer and enterprise spending. NVIDIA's revenue is not fully insulated from macroeconomic cycles, and a recession scenario
- Increasing government regulation — particularly data privacy laws (GDPR, CCPA), antitrust enforcement, and trade restrictions — poses compliance costs and potential restrictions on NVIDIA's business m
- The technology sector evolves at a pace where today's competitive advantages can erode quickly. New entrants with AI-native approaches, open-source alternatives, or disruptive business models could ch
Palantir Technologies
- Global economic slowdowns, inflation, or rising interest rates can reduce consumer and enterprise spending. Palantir Technologies Inc.'s revenue is not fully insulated from macroeconomic cycles, and a
- Increasing government regulation — particularly data privacy laws (GDPR, CCPA), antitrust enforcement, and trade restrictions — poses compliance costs and potential restrictions on Palantir Technologi
- The technology sector evolves at a pace where today's competitive advantages can erode quickly. New entrants with AI-native approaches, open-source alternatives, or disruptive business models could ch
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Open Comparison ToolNVIDIA vs Palantir Technologies: FAQ
- Is NVIDIA bigger than Palantir Technologies?
- By market capitalization, NVIDIA is larger at $4.38T vs Palantir Technologies's $361.02B.
- Which has better profit margins — NVIDIA or Palantir Technologies?
- NVIDIA has higher net profit margins (55.6%) compared to Palantir Technologies (36.3%). Gross and operating margins are compared in the table above.
- What sectors do NVIDIA and Palantir Technologies operate in?
- NVIDIA operates in the Technology sector (Semiconductors). Palantir Technologies operates in the Technology sector (Software - Infrastructure).
- How does NVIDIA's revenue compare to Palantir Technologies's?
- NVIDIA generates $215.94B in annual revenue (TTM) while Palantir Technologies generates $4.48B. NVIDIA is the larger company by revenue as of 2026.