Palantir: Hold as #1 Operating Quality Rating (93.7) Meets a 59.8% Implied Growth Hurdle

Palantir leads our software index at 93.7 out of 100 (Leader) on 30.5% TTM revenue growth, 45.6% GAAP operating margin, and 2.73x 1-year R&D payback, yet at $168.45 per share the stock trades at 2.57x our $65.59 5-year DCF base fair value.