Alright, here we go. Buckle up because this might get a bit… messy.
So, there’s these two companies—people keep buzzing about ’em: Palantir Technologies and BigBear.ai. Their stocks? They’re like roller coasters, zooming up last year: Palantir by, like, almost 500%—yep, not kidding—and BigBear.ai at 150%. Wild, right?
Thinking long-term, though, which one’s gonna shine brighter?
All About Defense
Both are tight with Uncle Sam, real chummy with the defense industry. Palantir kicked off with vibes from PayPal’s fraud detection but on steroids—after, you know, the whole 9/11 thing. Their first big brainchild, Gotham, digs through heaps of data. Think of it as a super spy with spreadsheets. It helps track sketchy financial stuff and pinpoints high-value military peeps. The government loves it—giving Palantir nearly half of its dough last quarter.
BigBear.ai’s story? Eh, kinda corporate-mixology. Started when some private equity folks slapped together BigBear and NuWave—plus a few others—and ta-da! We got BigBear.ai. It’s like the Swiss army knife of government gigs, with ties to the DoD, NSA, you name it.
Imagine, for a second, this colossal artist rendering of AI. Why? No idea. But it kinda fits here.
Beyond Just Defense
Palantir doesn’t stop at the public sector. Their AI Platform (AIP) is like, a universal adapter. Hospitals? Check. Pipelines? Yup. Companies are tripping over themselves to use it.
BigBear.ai’s magic isn’t just for defense either. They’re in manufacturing, life sciences, and get this—airports like Dallas-Fort Worth are using their tech for sniffing out threats. Also, fun fact: overseas, they’re partnering with Smiths Detection to scan luggage for bad stuff. CT scanners meet AI. Science!
Growth and Margins—The Numbers Bit
Now, let’s talk numbers—though math was never my thing. Palantir? They’re on a revenue rocket ship, growing by 39% last quarter. It’s like they’ve got a golden touch with their U.S. clients.
Meanwhile, BigBear.ai? Their revenue looks like my attempts at making pizza—kinda inconsistent. Last bit of growth was a modest 5%, but they’ve had quarters as unpredictable as… well, anything unpredictable.
Margins? Palantir’s are plush and cozy at over 80%. BigBear.ai? More like 21%. They’re still a bit old-school, with engineers having to be, like, physically there for projects. Different strokes, you know?
The Big Question—Who Wins?
At first glance, BigBear.ai might seem cheaper in stock price terms—actually, it’s a teeny fraction of Palantir’s—less than a tenth. But here’s the kicker—Palantir’s growth, their steadiness, those margins (chef’s kiss).
Honestly? Palantir feels like the better pick down the road despite the sticker shock. But hey, stocks are a gamble, right? We’ll just have to see how this all pans out.
Or not. Life’s unpredictable. And that’s, like, the only predictable thing about it.
