Side by sideMicrosoft (MSFT) and Palantir (PLTR)Memos of October 10, 2026
Microsoft vs Palantir stock: the numbers side by side (October 2026)
How do Microsoft and Palantir compare?
| Microsoft MSFT | Palantir PLTR | |
|---|---|---|
| Revenue growth | 17.8%Year to Jun 2026 | 56.2%Year to Dec 2025 |
| Operating margin | 46.8%Year to Jun 2026 | 31.6%Year to Dec 2025 |
| Free cash flow | 66,987US$ millions · Year to Jun 2026 | 2,100,591US$ thousands · Year to Dec 2025 |
| Free cash flow yield | 1.7%Today (Oct 8, 2026) | 0.5%Today (Oct 9, 2026) |
| Net debt (− = net cash) | 30,045US$ millions · Year to Jun 2026 | -7,177,043US$ thousands · Year to Dec 2025 |
| Dividend yield | 0.8%Today (Oct 8, 2026) | 0.0%Today (Oct 9, 2026) |
| P/E, last 12 months | 29.1xToday (Oct 8, 2026) | 170.8xToday (Oct 9, 2026) |
| P/E, next 12 months | 22.2xToday (Oct 8, 2026) | 87.1xToday (Oct 9, 2026) |
| Weighted price forecast, about 1 year | 519.25 (+0 %)October 2027 | 183.51 (-8 %)October 2027 |
| Weighted price forecast, about 3 years | 392.64 (-22 %)October 2029 | 184.23 (-8 %)October 2029 |
Who leads on what?
| Leads | The lead is | |
|---|---|---|
| Revenue growth | Palantir | The higher figure |
| Operating margin | Microsoft | The higher figure |
| Free cash flow | — | The higher figure |
| Free cash flow yield | Microsoft | The higher figure |
| Net debt (− = net cash) | — | The lower figure |
| Dividend yield | Microsoft | The higher figure |
| P/E, last 12 months | Microsoft | The lower figure |
| P/E, next 12 months | Microsoft | The lower figure |
| Weighted price forecast, about 1 year | Microsoft | The higher weighted return |
| Weighted price forecast, about 3 years | Palantir | The higher weighted return |
What does each company do?
Microsoft sells workplace software, cloud computing, business applications, LinkedIn services, Windows, games, devices and advertising to businesses, governments, developers and consumers.
Microsoft (MSFT), from our memo of October 10, 2026 · Microsoft stock forecast
Palantir sells Gotham, Foundry, AIP and Apollo to government and commercial organizations.
Palantir (PLTR), from our memo of October 10, 2026 · Palantir stock forecast
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