06/21/2025, 10:22 AM UTC
Palantir：又一次估值尝试Palantir: Another Valuation Attempt
1、Palantir一季度营收增长39%，美国商业（71%）和政府（45%）业务表现强劲，但国际市场疲软；2、尽管财务指标亮眼（2025年预期自由现金流利润率44%），Palantir估值较英伟达溢价5-13倍，尽管增速相当；3、高波动性预示30-40%的潜在跌幅可能使股价更接近乐观的DCF估值模型。1. Palantir achieved 39% Q1 revenue growth with strong US Commercial (71%) and US Government (45%) segments, but international performance lagged; 2. Despite robust financials (44% projected 2025 FCF margin), Palantir trades at 5x-13x premium to Nvidia despite comparable growth rates; 3. High volatility suggests potential 30-40% price correction could align the stock with optimistic DCF valuations.---
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