Comprehensive Stock Comparison
Compare DeFi Development Corp. (DFDV) vs Palantir Technologies Inc. (PLTR) vs MongoDB, Inc. (MDB) vs Samsara Inc. (IOT) vs Cellebrite DI Ltd. (CLBT) Stock
Analyze side-by-side fundamentals, valuation, growth, and profitability to decide which stock is the better buy.
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Quick Verdict
| Category | Winner | Why |
|---|---|---|
| Growth | PLTR | 56.2% revenue growth vs DFDV's 4.8% |
| Value | CLBT | Lower P/E (36.3x vs 57.0x) |
| Quality / Margins | DFDV | 9.3% net margin vs MDB's -3.1% |
| Stability / Safety | DFDV | Beta 0.62 vs PLTR's 1.97, lower leverage |
| Dividends | Tie | Neither pays a meaningful dividend |
| Momentum (1Y) | DFDV | +5.3% vs IOT's -39.4% |
| Efficiency (ROA) | PLTR | 18.3% ROA vs MDB's -2.0%, ROIC 22.3% vs -8.6% |
Who Each Stock Is For
Income & stability
Growth exposure
Long-term compounding (10Y)
Sleep-well-at-night portfolio
Defensive / Recession hedge
Business Model
What each company does and how it makes money
DeFi Development Corp. is an AI-powered platform that connects commercial real estate professionals with data, software subscriptions, and value-added services. It generates revenue primarily through subscription fees for its platform access and data services, supplemented by additional service fees. The company's crypto-forward treasury strategy — allocating holdings to Solana — provides a unique financial structure that offers investors exposure to cryptocurrency markets alongside its core real estate technology business.
Palantir Technologies builds and operates advanced data analytics platforms that help government agencies and large enterprises integrate, analyze, and act on complex data. It generates revenue primarily through government contracts—particularly with defense and intelligence agencies—and commercial enterprise software subscriptions, with government work historically representing the majority of its business. The company's key advantage lies in its deep expertise in handling sensitive, classified data and its proprietary software platforms that have been battle-tested in national security applications for nearly two decades.
MongoDB is a modern database platform company that offers a flexible, document-based database system as an alternative to traditional relational databases. It generates revenue primarily through its cloud-based MongoDB Atlas service — which accounts for over 60% of total revenue — along with its on-premise Enterprise Advanced licenses and professional services. The company's key advantage is its developer-friendly document model that enables faster application development and its first-mover position in the NoSQL database market.
Samsara is a technology company that provides an IoT platform connecting physical operations data to its Connected Operations Cloud. It generates revenue primarily through subscription fees for its cloud platform — which includes video-based safety, vehicle telematics, equipment monitoring, and site visibility applications — with over 90% of revenue coming from subscriptions. The company's competitive advantage lies in its integrated hardware-software ecosystem that creates high switching costs and network effects as customers deploy more devices across their operations.
Cellebrite provides digital intelligence solutions for legally sanctioned investigations by law enforcement and government agencies. It generates revenue primarily from software licenses and maintenance fees for its forensic data extraction and analysis platforms — including its Universal Forensic Extraction Device and DI platform — which help investigators access and analyze digital evidence from locked, encrypted, or deleted sources. The company's key advantage is its deep technical expertise in overcoming device security barriers and its established relationships with government agencies worldwide, creating high switching costs in a specialized, regulated market.
Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
Financial Metrics Comparison
Side-by-side fundamentals across 5 stocks. BestLagging
Financial Scorecard
CLBT leads in 2 of 6 categories (Valuation Metrics, Analyst Outlook). PLTR leads in 2 (Profitability & Efficiency, Total Returns). 1 tied.
Financial Metrics (TTM)
PLTR is the larger business by revenue, generating $4.5B annually — 594.6x DFDV's $8M. DFDV is the more profitable business, keeping 9.3% of every revenue dollar as net income compared to MDB's -3.1%. On growth, DFDV holds the edge at +6.5% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | DFDVDeFi Development … | PLTRPalantir Technolo… | MDBMongoDB, Inc. | IOTSamsara Inc. | CLBTCellebrite DI Ltd. |
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $8M | $4.5B | $2.3B | $1.5B | $476M |
| EBITDAEarnings before interest/tax | $88M | $1.4B | -$121M | -$37M | $78M |
| Net IncomeAfter-tax profit | $70M | $1.6B | -$71M | -$42M | $78M |
| Free Cash FlowCash after capex | -$7M | $2.1B | $355M | $194M | $160M |
| Gross MarginGross profit ÷ Revenue | +98.3% | +82.4% | +71.6% | +76.9% | +84.2% |
| Operating MarginEBIT ÷ Revenue | +11.7% | +31.6% | -6.7% | -5.2% | +14.0% |
| Net MarginNet income ÷ Revenue | +9.3% | +36.3% | -3.1% | -2.8% | +16.5% |
| FCF MarginFCF ÷ Revenue | -96.0% | +47.0% | +15.3% | +12.8% | +33.7% |
| Rev. Growth (YoY)Latest quarter vs prior year | +6.5% | +70.0% | +18.7% | +29.2% | +18.1% |
| EPS Growth (YoY)Latest quarter vs prior year | +39.1% | +6.7% | +81.0% | -90.3% | +2.7% |
Valuation Metrics
At 43.0x trailing earnings, CLBT trades at a 80% valuation discount to PLTR's 217.8x P/E. On an enterprise value basis, CLBT's 40.3x EV/EBITDA is more attractive than PLTR's 216.8x.
| Metric | DFDVDeFi Development … | PLTRPalantir Technolo… | MDBMongoDB, Inc. | IOTSamsara Inc. | CLBTCellebrite DI Ltd. |
|---|---|---|---|---|---|
| Market CapShares × price | $96M | $313.4B | $26.7B | $7.8B | $3.3B |
| Enterprise ValueMkt cap + debt − cash | $94M | $312.2B | $26.3B | $7.7B | $3.2B |
| Trailing P/EPrice ÷ TTM EPS | -12.47x | 217.76x | -189.87x | -103.21x | 43.03x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 106.66x | 68.24x | 57.00x | 36.25x |
| PEG RatioP/E ÷ EPS growth rate | — | — | — | — | 0.73x |
| EV / EBITDAEnterprise value multiple | — | 216.78x | — | — | 40.33x |
| Price / SalesMarket cap ÷ Revenue | 45.94x | 70.02x | 13.32x | 6.24x | 6.86x |
| Price / BookPrice ÷ Book value/share | 9.70x | 47.00x | 8.80x | 15.04x | 6.88x |
| Price / FCFMarket cap ÷ FCF | — | 149.19x | 221.51x | 69.96x | 20.34x |
Profitability & Efficiency
DFDV delivers a 28.8% return on equity — every $100 of shareholder capital generates $29 in annual profit, vs $-3 for IOT. DFDV carries lower financial leverage with a 0.00x debt-to-equity ratio, signaling a more conservative balance sheet compared to IOT's 0.08x. On the Piotroski fundamental quality scale (0–9), PLTR scores 8/9 vs CLBT's 4/9, reflecting strong financial health.
| Metric | DFDVDeFi Development … | PLTRPalantir Technolo… | MDBMongoDB, Inc. | IOTSamsara Inc. | CLBTCellebrite DI Ltd. |
|---|---|---|---|---|---|
| ROE (TTM)Return on equity | +28.8% | +21.7% | -2.5% | -3.2% | +16.2% |
| ROA (TTM)Return on assets | +14.6% | +18.3% | -2.0% | -1.8% | +8.3% |
| ROICReturn on invested capital | -2.5% | +22.3% | -8.6% | -15.8% | +18.5% |
| ROCEReturn on capital employed | -61.3% | +21.6% | -8.4% | -15.8% | +13.8% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 8 | 5 | 7 | 4 |
| Debt / EquityFinancial leverage | 0.00x | 0.03x | 0.01x | 0.08x | 0.05x |
| Net DebtTotal debt minus cash | -$3M | -$1.2B | -$454M | -$147M | -$102M |
| Cash & Equiv.Liquid assets | $3M | $1.4B | $490M | $228M | $124M |
| Total DebtShort + long-term debt | $13,933 | $229M | $37M | $80M | $23M |
| Interest CoverageEBIT ÷ Interest expense | 25.03x | — | -9.95x | — | — |
Total Returns (with DRIP)
A $10,000 investment in PLTR five years ago would be worth $55,296 today (with dividends reinvested), compared to $7,963 for DFDV. Over the past 12 months, DFDV leads with a +532.7% total return vs IOT's -39.4%. The 3-year compound annual growth rate (CAGR) favors PLTR at 159.6% vs DFDV's -7.3% — a key indicator of consistent wealth creation.
| Metric | DFDVDeFi Development … | PLTRPalantir Technolo… | MDBMongoDB, Inc. | IOTSamsara Inc. | CLBTCellebrite DI Ltd. |
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | -34.8% | -18.3% | -17.8% | -14.8% | -25.2% |
| 1-Year ReturnPast 12 months | +532.7% | +61.6% | +22.8% | -39.4% | -28.1% |
| 3-Year ReturnCumulative with dividends | -20.4% | +1649.9% | +56.8% | +73.5% | +116.9% |
| 5-Year ReturnCumulative with dividends | -20.4% | +453.0% | -16.9% | +17.0% | +25.5% |
| 10-Year ReturnCumulative with dividends | -20.4% | +1344.1% | +924.2% | +17.0% | +38.1% |
| CAGR (3Y)Annualised 3-year return | -7.3% | +159.6% | +16.2% | +20.2% | +29.4% |
Risk & Volatility
DFDV is the less volatile stock with a 0.62 beta — it tends to amplify market swings less than PLTR's 1.97 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. MDB currently trades 73.9% from its 52-week high vs DFDV's 6.5% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | DFDVDeFi Development … | PLTRPalantir Technolo… | MDBMongoDB, Inc. | IOTSamsara Inc. | CLBTCellebrite DI Ltd. |
|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.62x | 1.97x | 1.68x | 1.49x | 0.83x |
| 52-Week HighHighest price in past year | $53.88 | $207.52 | $444.72 | $48.66 | $20.86 |
| 52-Week LowLowest price in past year | $0.54 | $66.12 | $140.78 | $23.38 | $11.76 |
| % of 52W HighCurrent price vs 52-week peak | +6.5% | +66.1% | +73.9% | +59.4% | +64.0% |
| RSI (14)Momentum oscillator 0–100 | 40.4 | 42.3 | 43.7 | 52.1 | 43.9 |
| Avg Volume (50D)Average daily shares traded | 1.4M | 39.1M | 1.2M | 6.4M | 1.3M |
Analyst Outlook
Analyst consensus: PLTR as "Hold", MDB as "Buy", IOT as "Buy", CLBT as "Buy". Consensus price targets imply 618.4% upside for DFDV (target: $25) vs 33.1% for MDB (target: $437).
| Metric | DFDVDeFi Development … | PLTRPalantir Technolo… | MDBMongoDB, Inc. | IOTSamsara Inc. | CLBTCellebrite DI Ltd. |
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Hold | Buy | Buy | Buy |
| Price TargetConsensus 12-month target | $25.00 | $198.71 | $437.20 | $45.42 | $20.67 |
| # AnalystsCovering analysts | — | 24 | 44 | 17 | 8 |
| Dividend YieldAnnual dividend ÷ price | — | — | — | — | — |
| Dividend StreakConsecutive years of raises | 0 | — | — | — | 1 |
| Dividend / ShareAnnual DPS | — | — | — | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | +0.0% | +0.0% | 0.0% | 0.0% | 0.0% |
Historical Charts
Charts are rendered on first load. Hover for details.
Chart 1Total Return — 5 Years (Rebased to 100)
| Stock | Jul 23 | Feb 26 | Change |
|---|---|---|---|
| DeFi Development Co… (DFDV) | 100 | 108.24 | +8.2% |
| Palantir Technologi… (PLTR) | 100 | 739.17 | +639.2% |
| MongoDB, Inc. (MDB) | 100 | 87.78 | -12.2% |
| Samsara Inc. (IOT) | 100 | 96.18 | -3.8% |
| Cellebrite DI Ltd. (CLBT) | 100 | 192.01 | +92.0% |
Palantir Technologi… (PLTR) returned +453% over 5 years vs DeFi Development Co… (DFDV)'s -20%. A $10,000 investment in PLTR 5 years ago would be worth $55,296 today (including dividends reinvested).
Chart 2Revenue Growth — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| DeFi Development Co… (DFDV) | $2M | $2M | +34.5% |
| Palantir Technologi… (PLTR) | $595M | $4.5B | +651.7% |
| MongoDB, Inc. (MDB) | $65M | $2.0B | +2974.0% |
| Samsara Inc. (IOT) | $120M | $1.2B | +942.2% |
| Cellebrite DI Ltd. (CLBT) | $172M | $476M | +176.8% |
Chart 3Net Margin Trend — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| DeFi Development Co… (DFDV) | 20.4% | -129.9% | -735.5% |
| Palantir Technologi… (PLTR) | -97.4% | 36.3% | +137.3% |
| MongoDB, Inc. (MDB) | -112.6% | -6.4% | +94.3% |
| Samsara Inc. (IOT) | -187.9% | -12.4% | +93.4% |
| Cellebrite DI Ltd. (CLBT) | -1.1% | 16.5% | +1608.5% |
Chart 4P/E Ratio History — 6 Years
| Stock | 2020 | 2025 | Change |
|---|---|---|---|
| Palantir Technologi… (PLTR) | 188.1 | 282.1 | +50.0% |
| Cellebrite DI Ltd. (CLBT) | 340.8 | 58.2 | -82.9% |
Palantir Technologies Inc. has traded in a 188x–398x P/E range over 3 years; current trailing P/E is ~218x. Cellebrite DI Ltd. has traded in a 7x–341x P/E range over 4 years; current trailing P/E is ~43x.
Chart 5EPS Growth — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| DeFi Development Co… (DFDV) | 0.04 | -0.28 | -864.7% |
| Palantir Technologi… (PLTR) | -0.89 | 0.63 | +170.8% |
| MongoDB, Inc. (MDB) | -6.34 | -1.73 | +72.7% |
| Samsara Inc. (IOT) | -0.45 | -0.28 | +37.8% |
| Cellebrite DI Ltd. (CLBT) | -0.01 | 0.31 | +3200.0% |
Chart 6Free Cash Flow — 5 Years
DeFi Development Corp. generated $-2M FCF in 2024 (-3803% vs 2021). Palantir Technologies Inc. generated $2B FCF in 2025 (+554% vs 2021).
DFDV vs PLTR vs MDB vs IOT vs CLBT: Key Questions Answered
9 questions · data-driven answers · updated daily
01Is DFDV or PLTR or MDB or IOT or CLBT a better buy right now?
Cellebrite DI Ltd. (CLBT) offers the better valuation at 43.0x trailing P/E (36.3x forward), making it the more compelling value choice. Analysts rate MongoDB, Inc. (MDB) a "Buy" — based on 44 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 has the better valuation — DFDV or PLTR or MDB or IOT or CLBT?
On trailing P/E, Cellebrite DI Ltd. (CLBT) is the cheapest at 43.0x versus Palantir Technologies Inc. at 217.8x. On forward P/E, Cellebrite DI Ltd. is actually cheaper at 36.3x.
03Which is the better long-term investment — DFDV or PLTR or MDB or IOT or CLBT?
Over the past 5 years, Palantir Technologies Inc. (PLTR) delivered a total return of +453.0%, compared to -20.4% for DeFi Development Corp. (DFDV). A $10,000 investment in PLTR five years ago would be worth approximately $55K today (assuming dividends reinvested). Over 10 years, the gap is even starker: PLTR returned +1344% versus DFDV's -20.4%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — DFDV or PLTR or MDB or IOT or CLBT?
By beta (market sensitivity over 5 years), DeFi Development Corp. (DFDV) is the lower-risk stock at 0.62β versus Palantir Technologies Inc.'s 1.97β — meaning PLTR is approximately 221% more volatile than DFDV relative to the S&P 500. On balance sheet safety, DeFi Development Corp. (DFDV) carries a lower debt/equity ratio of 0% versus 8% for Samsara Inc. — giving it more financial flexibility in a downturn.
05Which has better profit margins — DFDV or PLTR or MDB or IOT or CLBT?
Palantir Technologies Inc. (PLTR) is the more profitable company, earning 36.3% net margin versus -129.9% for DeFi Development Corp. — 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 -143.0% for DFDV. At the gross margin level — before operating expenses — DFDV leads at 98.5%, 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 DFDV or PLTR or MDB or IOT or CLBT more undervalued right now?
On forward earnings alone, Cellebrite DI Ltd. (CLBT) trades at 36.3x forward P/E versus 106.7x for Palantir Technologies Inc. — 70.4x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for DFDV: 618.4% to $25.00.
07Which pays a better dividend — DFDV or PLTR or MDB or IOT or CLBT?
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 DFDV or PLTR or MDB or IOT or CLBT better for a retirement portfolio?
For long-horizon retirement investors, DeFi Development Corp. (DFDV) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.62)). Both have compounded well over 10 years (DFDV: -20.4%, IOT: +17.0%), 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 DFDV and PLTR and MDB and IOT and CLBT?
Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both. 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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