Tyrian Trade

$PLTR's Rule of 40 Score Projected to Stay Above 100 Through 2030, With ~75x EBITDA Multiple Falling to ~15x

The author thinks people underestimate how rare $PLTR's growth and profitability are, with its Rule of 40 score projected to stay above 100 through 2030.
The author says that as customers expand AIP across more of their operations, Palantir can grow revenue faster than costs while continuing to expand margins.
And while ~75x EBITDA looks expensive today, that same valuation falls to ~15x by 2030, which is why the author kept saying during Palantir's pullback earlier this year that looking at today's multiple alone misses the bigger picture.

$PLTR's Rule of 40 Score Projected to Stay Above 100 Through 2030, With ~75x EBITDA Multiple Falling to ~15x

Loading…