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S&P 500 (SPY) $748.62 +0.88% Nasdaq-100 (QQQ) $708.90 +1.85% Dow (DIA) $522.55 +0.89% Russell 2000 (IWM) $295.82 +1.20% 10-Year Treasury (IEF) $93.32 −0.23% Crude Oil (USO) $128.37 +2.28% Gold (GLD) $373.85 +1.70% US Dollar Index (UUP) $28.45 +0.23% Volatility (VXX) $21.29 −3.77% Semiconductors (SMH) $583.24 +4.37% Silver (SLV) $53.36 +4.67% Emerging Markets (EEM) $65.45 +2.97% Bitcoin (BTC) $66,470.13 +1.90% Ethereum (ETH) $1,922.88 +1.00% S&P 500 (SPY) $748.62 +0.88% Nasdaq-100 (QQQ) $708.90 +1.85% Dow (DIA) $522.55 +0.89% Russell 2000 (IWM) $295.82 +1.20% 10-Year Treasury (IEF) $93.32 −0.23% Crude Oil (USO) $128.37 +2.28% Gold (GLD) $373.85 +1.70% US Dollar Index (UUP) $28.45 +0.23% Volatility (VXX) $21.29 −3.77% Semiconductors (SMH) $583.24 +4.37% Silver (SLV) $53.36 +4.67% Emerging Markets (EEM) $65.45 +2.97% Bitcoin (BTC) $66,470.13 +1.90% Ethereum (ETH) $1,922.88 +1.00%
AEACapital Research

Independent student research — not an investment firm or financial advice

Competitive Comparison

Palantir vs. Snowflake

Two watchlist names monetizing enterprise and government data in different ways — the AI-native operating platform against the established cloud data warehouse.

MetricPalantir Technologies (PLTR)Snowflake (SNOW)
PEG ratio1.02–1.58 (varies)6.91
EV/EBITDA147.10xN/A (not consistently profitable)
Market cap$309.34B$91.75B

PEG ratio, compared

PLTR
1.02
SNOW
6.91

Same PEG ratio figures as the table above, plotted for a direct read. Bold = held in this book.

Market cap, P/E, PEG, EV/EBITDA, and capex sourced via public filings and financial-data aggregators (GuruFocus, StockAnalysis, company earnings releases), as of July 2026. PEG ratio sourced primarily from GuruFocus where available; different providers use different growth-rate assumptions, so figures elsewhere for the same stock can vary by several multiples. Gold-highlighted column(s) indicate the name(s) actually held in this book.

Why neither is in the book

Palantir screens meaningfully cheaper on PEG than Snowflake despite both carrying rich absolute multiples, reflecting the market's confidence in Palantir's government and enterprise AI-platform growth relative to Snowflake's still not-fully-profitable cloud data-warehouse business. Both are genuinely interesting AI-adjacent software bets, but neither maps cleanly onto a theme already represented in the book the way ServiceNow's workflow-automation thesis or Datadog's observability thesis does. They're on the watchlist specifically because their revenue models — Palantir's government-and-enterprise deployments, Snowflake's usage-based data infrastructure — are different enough from my existing software holdings that either could become a real diversifying addition once I have a clearer read on the actual growth durability behind the current multiples.