Salesforce trades at forward P/E of 12 while Palantir’s valuation stretches to 145 trailing P/E

Earnings
โดย 247wallst.com·Read original
Summary · why it matters

Salesforce trades at a forward price-to-earnings ratio of 12 after beating earnings per share estimates by 24 percent, yet the stock has fallen 37 percent year to date. Palantir’s trailing P/E of 145 and price-to-sales multiple of 59 price in perfection while the stock sits 25 percent lower year to date. Salesforce’s Agentforce annual recurring revenue surged 205 percent year over year to 1.2 billion dollars, matching Palantir’s AI growth narrative at a fraction of the valuation. Salesforce returned 27.5 billion dollars to shareholders in the first quarter, anchored by a 25-billion-dollar accelerated share repurchase, and posted free cash flow of 6.556 billion dollars in a single quarter. The company’s combined Agentforce and Data 360 annual recurring revenue reached nearly 3.4 billion dollars, up more than 200 percent, with current remaining performance obligation of 33.6 billion dollars.

Impact on stocks 2

Artificial Intelligence± Mixed · 2 stocks
Salesforce.com Inc
CRM
▲ PositiveCapitalrelevance

Salesforce beat EPS estimates by 24%, has strong free cash flow, and returned $27.5B to shareholders via buybacks, including a $25B accelerated share repurchase.

Palantir Technologies Inc.
PLTR
▼ NegativeCapitalrelevance

Palantir's trailing P/E of 145 and price-to-sales of 59 are described as 'pricing in perfection', implying overvaluation compared to Salesforce's cheaper valuation.

Theme Impact 3

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