Comparative Analysis

Side-by-Side Comparison

Compare key financial metrics, growth rates, and valuation multiples across all four companies to understand their relative positioning.

Revenue Scale (TTM)

Trailing twelve months revenue comparison

Amazon$691.3B

$691.3B

Alphabet~$410B

~$410B

Meta$189.5B

$189.5B

Palantir$3.4B

Insight: Palantir is 1.8% the size of Meta but valued at 30% of Meta's market cap, highlighting extreme valuation disparity.

Revenue Growth Rates (Q3 2025)

Year-over-year revenue growth comparison

Palantir63%

63%

Meta26%

26%

Alphabet16%

16%

Amazon13%

13%

Insight: High growth doesn't justify extreme valuations when scale is tiny. Palantir's 63% growth comes from a $3.4B base vs. Meta's 26% from $189.5B.

Operating Margins

Profitability comparison across companies

Meta40%

40%

Alphabet34%

34%

Palantir33%

33%

Amazon~10%

~10%

Insight: Meta and Alphabet demonstrate exceptional profitability at massive scale. Amazon's lower margin reflects its retail-heavy mix.

Valuation Multiples

P/E and P/S ratios comparison

Company	P/E Ratio	P/S Ratio
Palantir	292x	132x
Amazon	40x	3.3x
Alphabet	27x	6.1x
Meta	26x	7.9x

Insight: Palantir trades at 15-20x the revenue multiple of its peers (132x vs. 3-8x), representing an extreme valuation outlier with no historical precedent.

Key Takeaways

Scale: Amazon is by far the largest by revenue ($691B), followed by Alphabet (~$410B) and Meta ($190B). Palantir is tiny at $3.4B.
Growth: Palantir has the highest growth (63%) but from a small base. Meta's 26% growth at $190B scale is more impressive.
Profitability: Alphabet and Meta lead with 34-40% operating margins. Palantir's 33% is strong but at much smaller scale.
Valuation: Palantir's 132x revenue and 292x earnings multiples are extreme outliers, creating significant downside risk.
Diversification: Amazon has the most balanced business model (retail, cloud, ads), reducing risk compared to advertising-dependent Meta (98%) and Alphabet (72%).