BBAI
BigBear.ai Holdings, Inc.
Information Technology Services
Market Cap$19.58B
5Y Perf.-57.4%
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Stock Comparison
BBAI vs PLTR
Revenue, margins, valuation, and 5-year total return — side by side.
PLTR
Palantir Technologies Inc.
Software - Infrastructure
Market Cap$311.44B
5Y Perf.+489.9%
BBAI vs PLTR — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | BBAI | PLTR |
|---|---|---|
| Industry | Information Technology Services | Software - Infrastructure |
| Market Cap | $19.58B | $311.44B |
| Revenue (TTM) | $127M | $5.22B |
| Net Income (TTM) | $-289M | $2.28B |
| Gross Margin | 25.8% | 84.1% |
| Operating Margin | -68.3% | 38.1% |
| Forward P/E | — | 106.2x |
| Total Debt | $24M | $229M |
| Cash & Equiv. | $87M | $1.42B |
BBAI vs PLTR — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
BBAI
PLTR
| Stock | Apr 21 | May 26 | Return |
|---|---|---|---|
| BigBear.ai Holdings… (BBAI) | 100 | 42.6 | -57.4% |
| Palantir Technologi… (PLTR) | 100 | 589.9 | +489.9% |
Price return only. Dividends and distributions are not included.
Quick Verdict: BBAI vs PLTR
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: PLTR leads in 4 of 6 categories, making it the strongest pick for growth and revenue expansion and profitability and margin quality. BigBear.ai Holdings, Inc. is the stronger pick specifically for recent price momentum and sentiment. As sector peers, any of these can serve as alternatives in the same allocation.
BBAI
BigBear.ai Holdings, Inc.
The Momentum Pick
BBAI is the clearest fit if your priority is momentum.
- +29.0% vs PLTR's +9.8%
Best for: momentum
PLTR
Palantir Technologies Inc.
The Income Pick
PLTR carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- beta 1.91
- Rev growth 56.2%, EPS growth 231.6%, 3Y rev CAGR 32.9%
- 13.3% 10Y total return vs BBAI's -57.9%
Best for: income & stability and growth exposure
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | PLTR | 56.2% revenue growth vs BBAI's -19.3% |
| Quality / Margins | PLTR | 43.7% margin vs BBAI's -226.7% |
| Stability / Safety | PLTR | Beta 1.91 vs BBAI's 3.31, lower leverage |
| Dividends | Tie | Neither stock pays a meaningful dividend |
| Momentum (1Y) | BBAI | +29.0% vs PLTR's +9.8% |
| Efficiency (ROA) | PLTR | 26.4% ROA vs BBAI's -35.3%, ROIC 22.3% vs -19.5% |
BBAI vs PLTR — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2024
FY 2025
BBAI vs PLTR — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLPLTRLAGGINGBBAI
BBAIBigBear.ai Holdings, …
1leads
PLTRPalantir Technologies…
4leads
6 Total Categories
CATEGORYLEADERvs BBAIMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
PLTR6/6
Valuation MetricsMultiples, price ratios, and targets
BBAI2/3
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
PLTR7/8
Total Returns1Y, 3Y, 5Y total returns with dividends
PLTR5/6
Risk & VolatilityBeta, volatility, and downside exposure
PLTR2/2
Analyst OutlookRatings, price targets, and dividends
—
—
Income & Cash Flow (Last 12 Months)
PLTR leads this category, winning 6 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
PLTR is the larger business by revenue, generating $5.2B annually — 41.0x BBAI's $127M. PLTR is the more profitable business, keeping 43.7% of every revenue dollar as net income compared to BBAI's -2.3%. On growth, PLTR holds the edge at +84.7% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | BBAIBigBear.ai Holdin… | PLTRPalantir Technolo… |
|---|---|---|
| RevenueTrailing 12 months | $127M | $5.2B |
| EBITDAEarnings before interest/tax | -$75M | $2.0B |
| Net IncomeAfter-tax profit | -$289M | $2.3B |
| Free Cash FlowCash after capex | -$56M | $2.7B |
| Gross MarginGross profit ÷ Revenue | +25.8% | +84.1% |
| Operating MarginEBIT ÷ Revenue | -68.3% | +38.1% |
| Net MarginNet income ÷ Revenue | -2.3% | +43.7% |
| FCF MarginFCF ÷ Revenue | -44.3% | +51.5% |
| Rev. Growth (YoY)Latest quarter vs prior year | -0.9% | +84.7% |
| EPS Growth (YoY)Latest quarter vs prior year | +52.0% | +3.1% |
PLTR leads this category, winning 6 of 6 comparable metrics.
Valuation Metrics
BBAI leads this category, winning 2 of 3 comparable metrics.
Valuation Metrics
| Metric | BBAIBigBear.ai Holdin… | PLTRPalantir Technolo… |
|---|---|---|
| Market CapShares × price | $19.6B | $311.4B |
| Enterprise ValueMkt cap + debt − cash | $19.5B | $310.2B |
| Trailing P/EPrice ÷ TTM EPS | -5.05x | 215.73x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 106.22x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | — | 215.42x |
| Price / SalesMarket cap ÷ Revenue | 153.40x | 69.59x |
| Price / BookPrice ÷ Book value/share | 24.28x | 46.56x |
| Price / FCFMarket cap ÷ FCF | — | 148.26x |
BBAI leads this category, winning 2 of 3 comparable metrics.
Profitability & Efficiency
PLTR leads this category, winning 7 of 8 comparable metrics.
Profitability & Efficiency
PLTR delivers a 31.7% return on equity — every $100 of shareholder capital generates $32 in annual profit, vs $-51 for BBAI. PLTR carries lower financial leverage with a 0.03x debt-to-equity ratio, signaling a more conservative balance sheet compared to BBAI's 0.04x. On the Piotroski fundamental quality scale (0–9), PLTR scores 8/9 vs BBAI's 4/9, reflecting strong financial health.
| Metric | BBAIBigBear.ai Holdin… | PLTRPalantir Technolo… |
|---|---|---|
| ROE (TTM)Return on equity | -50.7% | +31.7% |
| ROA (TTM)Return on assets | -35.3% | +26.4% |
| ROICReturn on invested capital | -19.5% | +22.3% |
| ROCEReturn on capital employed | -19.6% | +21.6% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 8 |
| Debt / EquityFinancial leverage | 0.04x | 0.03x |
| Net DebtTotal debt minus cash | -$63M | -$1.2B |
| Cash & Equiv.Liquid assets | $87M | $1.4B |
| Total DebtShort + long-term debt | $24M | $229M |
| Interest CoverageEBIT ÷ Interest expense | -16.44x | — |
PLTR leads this category, winning 7 of 8 comparable metrics.
Total Returns (Dividends Reinvested)
PLTR leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in PLTR five years ago would be worth $64,262 today (with dividends reinvested), compared to $4,281 for BBAI. Over the past 12 months, BBAI leads with a +29.0% total return vs PLTR's +9.8%. The 3-year compound annual growth rate (CAGR) favors PLTR at 163.7% vs BBAI's 14.7% — a key indicator of consistent wealth creation.
| Metric | BBAIBigBear.ai Holdin… | PLTRPalantir Technolo… |
|---|---|---|
| YTD ReturnYear-to-date | -29.1% | -19.0% |
| 1-Year ReturnPast 12 months | +29.0% | +9.8% |
| 3-Year ReturnCumulative with dividends | +51.1% | +1734.2% |
| 5-Year ReturnCumulative with dividends | -57.2% | +542.6% |
| 10-Year ReturnCumulative with dividends | -57.9% | +1330.7% |
| CAGR (3Y)Annualised 3-year return | +14.7% | +163.7% |
PLTR leads this category, winning 5 of 6 comparable metrics.
Risk & Volatility
PLTR leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
PLTR is the less volatile stock with a 1.91 beta — it tends to amplify market swings less than BBAI's 3.31 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. PLTR currently trades 65.5% from its 52-week high vs BBAI's 44.1% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | BBAIBigBear.ai Holdin… | PLTRPalantir Technolo… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 3.31x | 1.91x |
| 52-Week HighHighest price in past year | $9.39 | $207.52 |
| 52-Week LowLowest price in past year | $2.96 | $105.32 |
| % of 52W HighCurrent price vs 52-week peak | +44.1% | +65.5% |
| RSI (14)Momentum oscillator 0–100 | 59.4 | 52.6 |
| Avg Volume (50D)Average daily shares traded | 33.8M | 46.3M |
PLTR leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates BBAI as "Hold" and PLTR as "Hold". Consensus price targets imply 44.9% upside for BBAI (target: $6) vs 43.1% for PLTR (target: $195).
| Metric | BBAIBigBear.ai Holdin… | PLTRPalantir Technolo… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Hold |
| Price TargetConsensus 12-month target | $6.00 | $194.53 |
| # AnalystsCovering analysts | 4 | 26 |
| Dividend YieldAnnual dividend ÷ price | — | — |
| Dividend StreakConsecutive years of raises | 2 | — |
| Dividend / ShareAnnual DPS | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +0.0% |
Insufficient data to determine a leader in this category.
Key Takeaway
PLTR leads in 4 of 6 categories (Income & Cash Flow, Profitability & Efficiency). BBAI leads in 1 (Valuation Metrics).
Best OverallPalantir Technologies Inc. (PLTR)Leads 4 of 6 categories
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BBAI vs PLTR: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is BBAI or PLTR a better buy right now?
For growth investors, Palantir Technologies Inc.
(PLTR) is the stronger pick with 56. 2% revenue growth year-over-year, versus -19. 3% for BigBear. ai Holdings, Inc. (BBAI). Palantir Technologies Inc. (PLTR) offers the better valuation at 215. 7x trailing P/E (106. 2x forward), making it the more compelling value choice. Analysts rate BigBear. ai Holdings, Inc. (BBAI) a "Hold" — based on 4 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which is the better long-term investment — BBAI or PLTR?
Over the past 5 years, Palantir Technologies Inc.
(PLTR) delivered a total return of +542. 6%, compared to -57. 2% for BigBear. ai Holdings, Inc. (BBAI). Over 10 years, the gap is even starker: PLTR returned +1331% versus BBAI's -57. 9%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
03Which is safer — BBAI or PLTR?
By beta (market sensitivity over 5 years), Palantir Technologies Inc.
(PLTR) is the lower-risk stock at 1. 91β versus BigBear. ai Holdings, Inc. 's 3. 31β — meaning BBAI is approximately 74% more volatile than PLTR relative to the S&P 500. On balance sheet safety, Palantir Technologies Inc. (PLTR) carries a lower debt/equity ratio of 3% versus 4% for BigBear. ai Holdings, Inc. — giving it more financial flexibility in a downturn.
04Which is growing faster — BBAI or PLTR?
By revenue growth (latest reported year), Palantir Technologies Inc.
(PLTR) is pulling ahead at 56. 2% versus -19. 3% for BigBear. ai Holdings, Inc. (BBAI). On earnings-per-share growth, the picture is similar: Palantir Technologies Inc. grew EPS 231. 6% year-over-year, compared to 35. 4% for BigBear. ai Holdings, Inc.. Over a 3-year CAGR, PLTR leads at 32. 9% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
05Which has better profit margins — BBAI or PLTR?
Palantir Technologies Inc.
(PLTR) is the more profitable company, earning 36. 3% net margin versus -230. 2% for BigBear. ai Holdings, Inc. — meaning it keeps 36. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: PLTR leads at 31. 6% versus -65. 3% for BBAI. At the gross margin level — before operating expenses — PLTR leads at 82. 4%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
06Is BBAI or PLTR more undervalued right now?
Analyst consensus price targets imply the most upside for BBAI: 44.
9% to $6. 00.
07Which pays a better dividend — BBAI or PLTR?
None of the stocks in this comparison currently pay a material dividend.
All are effectively zero-yield and should be held for capital appreciation rather than income.
08Is BBAI or PLTR better for a retirement portfolio?
For long-horizon retirement investors, Palantir Technologies Inc.
(PLTR) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (+1331% 10Y return). BigBear. ai Holdings, Inc. (BBAI) carries a higher beta of 3. 31 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (PLTR: +1331%, BBAI: -57. 9%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
09What are the main differences between BBAI and PLTR?
Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: BBAI is a mid-cap quality compounder stock; PLTR is a large-cap high-growth stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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