Palantir Is The 'Messi Of AI'—Until You Look At Databricks

Core Viewpoint - Palantir Technologies Inc is compared to Lionel Messi, while Databricks is likened to Kylian Mbappé, highlighting the competitive landscape in the AI data sector, with Databricks seen as a faster-growing alternative to Palantir [1][4]. Group 1: Company Comparisons - Palantir and Databricks both aim to transform enterprise data into actionable insights using AI, but Databricks has a competitive edge in broader enterprise penetration and a true SaaS model [2]. - Citron Research suggests that if Palantir were valued similarly to Databricks at $100 billion, its stock price would be $40, indicating a potential undervaluation of Palantir [3]. Group 2: Performance Metrics - Customer count: Palantir has 849 customers compared to Databricks' 15,000 [5]. - Year-over-year revenue growth: Palantir's growth is at 45%, while Databricks leads with 50% [5]. - Net revenue retention: Palantir's rate is 128%, whereas Databricks exceeds this with over 140% [5]. - Future growth projection: Palantir is projected to grow at 25%, while Databricks is expected to achieve 50% growth [5]. - Gross margin: Palantir's gross margin stands at 81%, closely matching Databricks' 82% [5].