PLTR CheaTweets [May archive]
Top-10 Tweets | Articles | Videos
My Top-10 Tweets π₯:
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$PLTR at $7.5 trades at ~23x EV/FCF 22E.
~30% Revenues growth.
~30% FCF Margin.
Cheap enough? π€
EBIT Adj. ~FCF for @PalantirTech.
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$PLTR Tripled its Commercial Client count π²
In particular, US Commercial:
β’ +136% Revenues YoY
β’ 5x Clients
= the new salesforce (~80 people) is delivering.
US Commercial is the KEY DRIVER of @PalantirTech grow.
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$PLTR Net Dollar Retention 126%, down from 131%, seems scary π³
Unless we unpack it:
β’ 116% Government
β’ 140% Commercial β
= Commercial business is stronger than it seems. ποΈββοΈ
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$PLTR Q1 Stock-Based-Compensation is 33% of Revenues (37% in 21Q4).
"Normalisation processes" ongoing π
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The simple method I use is to incorporate $PLTR SBC by increasing the number of shares.
= Dilutive effects become a βTAXβ on future DCFs πΈ
This way we:
β’Deal with "real" FCF generated by the company
β’Incorporate dilutive effects in the Share Fair Value.
Better?π€
My Articles βοΈ:
Palantir Q1: better than it seems. Gov. slowdown hides Commercial ramp up
Palantir Q1 Outlook: Crucial ER between Tailwinds And Headwinds
My Videos π₯:
My Appearances π¬:
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Arny, your insights are priceless! Iβm honored to accompany you on this journey πͺπ½
awesome ... keep it rocking ...