Clearwater Analytics Holdings, Inc. vs Palantir Technologies Inc.
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsData & Analytics
Data as of Q1 2026
Summary Verdict
CWAN: 0—PLTR: 5wins
Rule of 40
69.4CWAN
126.9PLTR
check_circlePLTR leads
Revenue Growth
62.7%CWAN
100.8%PLTR
check_circlePLTR leads
Gross Margin
67%CWAN
84%PLTR
check_circlePLTR leads
FCF Margin
6.7%CWAN
26.2%PLTR
check_circlePLTR leads
Operating Margin
1.1%CWAN
40.5%PLTR
check_circlePLTR leads
NRR
—CWAN
—PLTR
Metric
Rule of 40Efficiency score
CWAN
69.4
PLTR
126.9check_circle
Revenue GrowthYoY
CWAN
62.7%
PLTR
100.8%check_circle
Gross Margin% of revenue
CWAN
67%
PLTR
84%check_circle
FCF MarginFree cash flow
CWAN
6.7%
PLTR
26.2%check_circle
Operating MarginGAAP
CWAN
1.1%
PLTR
40.5%check_circle
NRRNet retention
CWAN
N/A
PLTR
N/A
EV / RevenueValuation multiple
CWAN
10.8xcheck_circle
PLTR
70.5x
Market CapUSD
CWAN
$7.3B
PLTR
$407.9Bcheck_circle
ARR GrowthYoY
CWAN
N/A
PLTR
N/A
CAC PaybackMonths to recover
CWAN
N/A
PLTR
N/A
insights
Analysis
As of Q1 2026, Clearwater Analytics Holdings, Inc. trades at 10.8x EV/Revenue versus Palantir Technologies Inc. at 70.5x. On the Rule of 40, Clearwater Analytics Holdings, Inc. scores 69.4 compared to Palantir Technologies Inc.'s 126.9, placing Palantir Technologies Inc. ahead in operating efficiency. Gross margins stand at Clearwater Analytics Holdings, Inc. 67% 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.