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Side-by-side financial comparison of Palantir Technologies (PLTR) and Constellation Brands (STZ). Click either name above to swap in a different company.

Constellation Brands is the larger business by last-quarter revenue ($2.2B vs $1.4B, roughly 1.6× Palantir Technologies). Palantir Technologies runs the higher net margin — 43.3% vs 22.6%, a 20.6% gap on every dollar of revenue. On growth, Palantir Technologies posted the faster year-over-year revenue change (70.0% vs -9.8%). Palantir Technologies produced more free cash flow last quarter ($764.0M vs $370.9M). Over the past eight quarters, Palantir Technologies's revenue compounded faster (48.9% CAGR vs 1.9%).

Palantir Technologies Inc. is an American publicly traded company that develops data integration and analytics platforms enabling government agencies, militaries, and corporations to combine and analyze data from multiple sources. Its flagship products—Gotham and Foundry —connect previously siloed databases to support intelligence operations, counterterrorism analysis, law enforcement, and enterprise analytics.

Constellation Brands, Inc. is an American producer and marketer of beer, wine, and spirits. A Fortune 500 company, Constellation is the largest beer import company in the US, measured by sales, and has the third-largest market share of all major beer suppliers. It also has sizable investments in medical and recreational cannabis through its association with Canopy Growth. Based in Rochester, New York, Constellation has about 40 facilities and approximately 9,000 employees.

PLTR vs STZ — Head-to-Head

Bigger by revenue
STZ
STZ
1.6× larger
STZ
$2.2B
$1.4B
PLTR
Growing faster (revenue YoY)
PLTR
PLTR
+79.8% gap
PLTR
70.0%
-9.8%
STZ
Higher net margin
PLTR
PLTR
20.6% more per $
PLTR
43.3%
22.6%
STZ
More free cash flow
PLTR
PLTR
$393.1M more FCF
PLTR
$764.0M
$370.9M
STZ
Faster 2-yr revenue CAGR
PLTR
PLTR
Annualised
PLTR
48.9%
1.9%
STZ

Income Statement — Q4 FY2025 vs Q3 FY2026

Metric
PLTR
PLTR
STZ
STZ
Revenue
$1.4B
$2.2B
Net Profit
$608.7M
$502.8M
Gross Margin
84.6%
53.2%
Operating Margin
40.9%
31.1%
Net Margin
43.3%
22.6%
Revenue YoY
70.0%
-9.8%
Net Profit YoY
670.4%
-18.4%
EPS (diluted)
$0.24

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
PLTR
PLTR
STZ
STZ
Q4 25
$1.4B
$2.2B
Q3 25
$1.2B
$2.5B
Q2 25
$1.0B
$2.5B
Q1 25
$883.9M
$2.2B
Q4 24
$827.5M
$2.5B
Q3 24
$725.5M
$2.9B
Q2 24
$678.1M
$2.7B
Q1 24
$634.3M
$2.1B
Net Profit
PLTR
PLTR
STZ
STZ
Q4 25
$608.7M
$502.8M
Q3 25
$475.6M
$466.0M
Q2 25
$326.7M
$516.1M
Q1 25
$214.0M
$-375.3M
Q4 24
$79.0M
$615.9M
Q3 24
$143.5M
$-1.2B
Q2 24
$134.1M
$877.0M
Q1 24
$105.5M
$392.4M
Gross Margin
PLTR
PLTR
STZ
STZ
Q4 25
84.6%
53.2%
Q3 25
82.4%
52.8%
Q2 25
80.8%
50.4%
Q1 25
80.4%
51.5%
Q4 24
78.9%
52.1%
Q3 24
79.8%
51.8%
Q2 24
81.0%
52.7%
Q1 24
81.7%
48.6%
Operating Margin
PLTR
PLTR
STZ
STZ
Q4 25
40.9%
31.1%
Q3 25
33.3%
35.2%
Q2 25
26.8%
28.4%
Q1 25
19.9%
-6.9%
Q4 24
1.3%
32.2%
Q3 24
15.6%
-42.1%
Q2 24
15.5%
35.4%
Q1 24
12.8%
29.4%
Net Margin
PLTR
PLTR
STZ
STZ
Q4 25
43.3%
22.6%
Q3 25
40.3%
18.8%
Q2 25
32.6%
20.5%
Q1 25
24.2%
-17.3%
Q4 24
9.5%
25.0%
Q3 24
19.8%
-41.1%
Q2 24
19.8%
32.9%
Q1 24
16.6%
18.3%
EPS (diluted)
PLTR
PLTR
STZ
STZ
Q4 25
$0.24
Q3 25
$0.18
Q2 25
$0.13
Q1 25
$0.08
Q4 24
$0.03
Q3 24
$0.06
Q2 24
$0.06
Q1 24
$0.04

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
PLTR
PLTR
STZ
STZ
Cash + ST InvestmentsLiquidity on hand
$7.2B
$152.4M
Total DebtLower is stronger
$10.3B
Stockholders' EquityBook value
$7.4B
$7.7B
Total Assets
$8.9B
$21.7B
Debt / EquityLower = less leverage
1.33×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
PLTR
PLTR
STZ
STZ
Q4 25
$7.2B
$152.4M
Q3 25
$6.4B
$72.0M
Q2 25
$6.0B
$73.9M
Q1 25
$5.4B
$68.1M
Q4 24
$5.2B
$73.7M
Q3 24
$4.6B
$64.6M
Q2 24
$4.0B
$73.8M
Q1 24
$3.9B
$152.4M
Total Debt
PLTR
PLTR
STZ
STZ
Q4 25
$10.3B
Q3 25
$10.3B
Q2 25
$11.2B
Q1 25
$10.7B
Q4 24
$10.7B
Q3 24
$11.1B
Q2 24
$11.1B
Q1 24
$11.6B
Stockholders' Equity
PLTR
PLTR
STZ
STZ
Q4 25
$7.4B
$7.7B
Q3 25
$6.6B
$7.5B
Q2 25
$5.9B
$7.3B
Q1 25
$5.4B
$6.9B
Q4 24
$5.0B
$7.8B
Q3 24
$4.5B
$7.9B
Q2 24
$4.1B
$10.3B
Q1 24
$3.8B
$9.7B
Total Assets
PLTR
PLTR
STZ
STZ
Q4 25
$8.9B
$21.7B
Q3 25
$8.1B
$21.4B
Q2 25
$7.4B
$22.3B
Q1 25
$6.7B
$21.7B
Q4 24
$6.3B
$22.8B
Q3 24
$5.8B
$23.1B
Q2 24
$5.2B
$26.1B
Q1 24
$4.8B
$25.7B
Debt / Equity
PLTR
PLTR
STZ
STZ
Q4 25
1.33×
Q3 25
1.37×
Q2 25
1.54×
Q1 25
1.55×
Q4 24
1.37×
Q3 24
1.41×
Q2 24
1.08×
Q1 24
1.19×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
PLTR
PLTR
STZ
STZ
Operating Cash FlowLast quarter
$777.3M
$616.9M
Free Cash FlowOCF − Capex
$764.0M
$370.9M
FCF MarginFCF / Revenue
54.3%
16.7%
Capex IntensityCapex / Revenue
0.9%
11.1%
Cash ConversionOCF / Net Profit
1.28×
1.23×
TTM Free Cash FlowTrailing 4 quarters
$2.1B
$1.8B

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
PLTR
PLTR
STZ
STZ
Q4 25
$777.3M
$616.9M
Q3 25
$507.7M
$852.1M
Q2 25
$539.3M
$637.2M
Q1 25
$310.3M
$594.7M
Q4 24
$460.3M
$685.2M
Q3 24
$419.8M
$1.2B
Q2 24
$144.2M
$690.5M
Q1 24
$129.6M
$433.2M
Free Cash Flow
PLTR
PLTR
STZ
STZ
Q4 25
$764.0M
$370.9M
Q3 25
$500.9M
$634.8M
Q2 25
$531.6M
$444.4M
Q1 25
$304.1M
$312.1M
Q4 24
$457.2M
$456.8M
Q3 24
$415.8M
$854.0M
Q2 24
$141.3M
$315.2M
Q1 24
$126.9M
$76.0M
FCF Margin
PLTR
PLTR
STZ
STZ
Q4 25
54.3%
16.7%
Q3 25
42.4%
25.6%
Q2 25
53.0%
17.7%
Q1 25
34.4%
14.4%
Q4 24
55.3%
18.5%
Q3 24
57.3%
29.3%
Q2 24
20.8%
11.8%
Q1 24
20.0%
3.6%
Capex Intensity
PLTR
PLTR
STZ
STZ
Q4 25
0.9%
11.1%
Q3 25
0.6%
8.8%
Q2 25
0.8%
7.7%
Q1 25
0.7%
13.1%
Q4 24
0.4%
9.3%
Q3 24
0.5%
11.2%
Q2 24
0.4%
14.1%
Q1 24
0.4%
16.7%
Cash Conversion
PLTR
PLTR
STZ
STZ
Q4 25
1.28×
1.23×
Q3 25
1.07×
1.83×
Q2 25
1.65×
1.23×
Q1 25
1.45×
Q4 24
5.83×
1.11×
Q3 24
2.92×
Q2 24
1.08×
0.79×
Q1 24
1.23×
1.10×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

PLTR
PLTR

Geographic Concentration Risk$1.1B77%
Other$330.4M23%

STZ
STZ

Beer$2.0B90%
Constellation Wines And Spirits$213.1M10%

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