Prediction: This Stock Will Be Worth More Than Palantir 5 Years From Now

Group 1: Palantir Technologies - Palantir Technologies has experienced significant share price gains of nearly 2,400% over the past three years, transitioning from a defense-focused data analytics company to an enterprise AI giant [1] - The company currently has a market capitalization of approximately $435 billion and trades at a high price-to-sales ratio of 134, indicating Wall Street's optimism but also limited room for error [2] - Palantir's revenues surged 48% year-over-year, exceeding $1 billion in the second quarter of fiscal 2025, with expectations for annual revenues to approach $14.7 billion by the end of fiscal 2026 [9] Group 2: Salesforce - Salesforce is focusing on agentic enterprise opportunities through its Agentforce and Data Cloud platforms, which could lead to accelerated growth in the coming years [4] - In the second quarter of fiscal 2026, Salesforce's revenues increased by 10% year-over-year to $10.2 billion, with a non-GAAP operating margin of 34.3% [5] - The Data Cloud, a $7 billion business, saw a 140% year-over-year increase in customers, indicating strong growth potential [8] - Salesforce has secured over 6,000 paid deals and more than 12,500 deals since launching the Agentforce platform, with nearly 40% of new bookings coming from existing customers [7] - The company expects to generate $15 billion in operating cash flow by the end of fiscal 2026, with a commitment to returning capital to shareholders through dividends and share repurchases [11] Group 3: Market Valuation Comparison - Palantir's market capitalization could reach approximately $685 billion in five years if its price-to-sales multiple compresses to its five-year average of 46.6, based on analyst revenue projections [12] - Salesforce, on the other hand, could see its market cap reach between $721 billion and $901 billion by fiscal 2030, assuming projected revenues of $60.1 billion and a price-to-sales multiple of 12 to 15 [14] - The valuation dynamics suggest that Salesforce may be viewed as more valuable than Palantir in the future, as it transitions from a legacy software company to a core system for the agentic enterprise [15]