Confluent, Inc. vs Palantir Technologies Inc.
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsData & Analytics
Data as of Q4 2025
Summary Verdict
CFLT: 0—PLTR: 5wins
Rule of 40
26.3CFLT
126.9PLTR
check_circlePLTR leads
Revenue Growth
21.1%CFLT
100.8%PLTR
check_circlePLTR leads
Gross Margin
74%CFLT
84%PLTR
check_circlePLTR leads
FCF Margin
5.2%CFLT
26.2%PLTR
check_circlePLTR leads
Operating Margin
-32.6%CFLT
40.5%PLTR
check_circlePLTR leads
NRR
—CFLT
—PLTR
Metric
Rule of 40Efficiency score
CFLT
26.3
PLTR
126.9check_circle
Revenue GrowthYoY
CFLT
21.1%
PLTR
100.8%check_circle
Gross Margin% of revenue
CFLT
74%
PLTR
84%check_circle
FCF MarginFree cash flow
CFLT
5.2%
PLTR
26.2%check_circle
Operating MarginGAAP
CFLT
-32.6%
PLTR
40.5%check_circle
NRRNet retention
CFLT
N/A
PLTR
N/A
EV / RevenueValuation multiple
CFLT
10.1xcheck_circle
PLTR
70.5x
Market CapUSD
CFLT
$11.1B
PLTR
$407.9Bcheck_circle
ARR GrowthYoY
CFLT
N/A
PLTR
N/A
CAC PaybackMonths to recover
CFLT
N/A
PLTR
N/A
insights
Analysis
As of Q4 2025, Confluent, Inc. trades at 10.1x EV/Revenue versus Palantir Technologies Inc. at 70.5x. On the Rule of 40, Confluent, Inc. scores 26.3 compared to Palantir Technologies Inc.'s 126.9, placing Palantir Technologies Inc. ahead in operating efficiency. Gross margins stand at Confluent, Inc. 74% vs Palantir Technologies Inc. 84%.
Sector Context
Both companies operate in the Data & Analytics sector. The median columns above show where each company stands relative to their peers.