

When comparing C3.ai (AI) and Palantir Technologies (PLTR), there are several aspects to consider:
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Revenue Growth: Palantir has shown a higher total revenue year-on-year growth rate of 20.78% as of March 31, 2024, compared to C3.ai's reported growth of 20% in Q4 of fiscal year 202412. This indicates that Palantir may have a slightly edge in terms of revenue growth.
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Net Profit Margin: Palantir has a net profit margin of 16.72%, which is higher than C3.ai's margin of approximately 13.04%13. This suggests that Palantir is more profitable relative to its revenue compared to C3.ai.
- Return on Assets: Palantir's return on assets (ROA) is 2.91%, which is lower than C3.ai's ROA, although this metric is not directly comparable due to differences in asset bases13. ROA measures how efficiently a company uses its assets to generate profits, with a higher value being better.
last-price | last-change% | Theme | Theme Description | Inclusion Reason | ROA%2024.03.31 |
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177.79 | 0.66% | Artificial Intelligence | Artificial intelligence, often abbreviated as AI, It is a new technological science for researching and developing theories, methods, technologies and application systems for simulating, extending and expanding human intelligence. Artificial intelligence is developing rapidly, from virtual assistants to face recognition At the end of 2022, OpenAI launched an epic product, ChatGPT based on generative AI, which once again set off a global AI frenzy. | Alphabet Inc., the holding company of Google and its subsidiaries, was reorganized in 2015. Google was founded in California on September 4, 1998 and re-incorporated in Delaware in August 2003. Alphabet is involved in various fields, including technology, life sciences, capital investment and research. Its subsidiaries include Google, Calico, GV, Google Capital, Google Fiber and more. Google is committed to Internet search, cloud computing, advertising technology and other fields, developing and providing a large number of Internet-based products and services. | 6.91 |
215.39 | 3.29% | Artificial Intelligence | Artificial intelligence, often abbreviated as AI, It is a new technological science for researching and developing theories, methods, technologies and application systems for simulating, extending and expanding human intelligence. Artificial intelligence is developing rapidly, from virtual assistants to face recognition At the end of 2022, OpenAI launched an epic product, ChatGPT based on generative AI, which once again set off a global AI frenzy. | Qualcomm Incorporated was founded in California in 1985 and re-established in Delaware in 1991. The company is a global leader in the development and commercialization of fundamental technologies for the wireless industry. The company's technology and products are used in mobile devices and other wireless products, including networking devices, broadband gateway devices, consumer electronics devices and other connected devices. | 6.09 |
125.20 | 3.55% | Artificial Intelligence | Artificial intelligence, often abbreviated as AI, It is a new technological science for researching and developing theories, methods, technologies and application systems for simulating, extending and expanding human intelligence. Artificial intelligence is developing rapidly, from virtual assistants to face recognition At the end of 2022, OpenAI launched an epic product, ChatGPT based on generative AI, which once again set off a global AI frenzy. | Nvidia Corporation was incorporated in California in April 1993 and re-incorporated in Delaware in April 1998. The company pioneered accelerated computing to help solve the most challenging computing problems. The company's two main businesses — GPU and Tegra processors — are based on a single underlying architecture. Nvidia has a platform strategy that brings together hardware, system software, programmable algorithms, libraries, systems and services to create unique value for the market it serves. | 4.96 |
45.62 | -0.33% | Artificial Intelligence | Artificial intelligence, often abbreviated as AI, It is a new technological science for researching and developing theories, methods, technologies and application systems for simulating, extending and expanding human intelligence. Artificial intelligence is developing rapidly, from virtual assistants to face recognition At the end of 2022, OpenAI launched an epic product, ChatGPT based on generative AI, which once again set off a global AI frenzy. | Cisco designs and sells a range of technologies that power the Internet. The company is integrating intent-based technologies into networking, security, collaboration, applications, and the cloud. These technologies are designed to help customers manage more users, devices and things connected to their networks. | 4.18 |
170.33 | 0.13% | Artificial Intelligence | Artificial intelligence, often abbreviated as AI, It is a new technological science for researching and developing theories, methods, technologies and application systems for simulating, extending and expanding human intelligence. Artificial intelligence is developing rapidly, from virtual assistants to face recognition At the end of 2022, OpenAI launched an epic product, ChatGPT based on generative AI, which once again set off a global AI frenzy. | Thomson Reuters Corporation was incorporated on December 28, 1977 pursuant to the merger regulations set forth in the Business Corporations Act (Ontario) and is the world's leading source of intelligent information for business and professionals, providing customers with a competitive advantage. Intelligent information is a unique synthesis of artificial intelligence, industry expertise and innovative technology that provides decision makers with the knowledge to take action and enable them to make better decisions faster. With 60,000 employees in more than 100 countries, the company provides its must-have insights backed by the world's most trusted news organizations for the financial and risk, legal, tax and accounting, intellectual property and science, and media markets. | 2.93 |
186.89 | -0.18% | Artificial Intelligence | Artificial intelligence, often abbreviated as AI, It is a new technological science for researching and developing theories, methods, technologies and application systems for simulating, extending and expanding human intelligence. Artificial intelligence is developing rapidly, from virtual assistants to face recognition At the end of 2022, OpenAI launched an epic product, ChatGPT based on generative AI, which once again set off a global AI frenzy. | Amazon's cloud computing service, AWS (Amazon Web Services), offers a range of machine learning services to help businesses, startups, and non-profit organizations unlock the value of their data across various business areas. AWS provides end-to-end security, privacy, and AI governance. | 2.37 |
78.04 | 0.18% | Artificial Intelligence | Artificial intelligence, often abbreviated as AI, It is a new technological science for researching and developing theories, methods, technologies and application systems for simulating, extending and expanding human intelligence. Artificial intelligence is developing rapidly, from virtual assistants to face recognition At the end of 2022, OpenAI launched an epic product, ChatGPT based on generative AI, which once again set off a global AI frenzy. | Alibaba Group Holding Limited was established in the Cayman Islands on June 28, 1999. As the company's business continues to expand, from business to cloud computing, digital media and entertainment and many other fields, Alibaba has evolved into a unique, dynamic and innovative digital economy. The company has set a strategic goal for the next five years to serve global consumers, including more than 1 billion Chinese consumers, creating a consumption scale of more than 10 trillion yuan. The company believes that the five-year goal brings the company closer to realizing the vision of 2036 to serve 2 billion consumers around the world, help 10 million small and medium-sized enterprises to make profits and create 100 million jobs. | 2.31 |
1.50K | 2.36% | Artificial Intelligence | Artificial intelligence, often abbreviated as AI, It is a new technological science for researching and developing theories, methods, technologies and application systems for simulating, extending and expanding human intelligence. Artificial intelligence is developing rapidly, from virtual assistants to face recognition At the end of 2022, OpenAI launched an epic product, ChatGPT based on generative AI, which once again set off a global AI frenzy. | Broadcom CEO Hock Tan has stated that the company has made significant progress in its investments in the field of artificial intelligence (AI). Semiconductor revenue supporting AI systems currently constitutes 15% of the company's total chip sales, and it is projected to exceed 25% by the fiscal year 2024. | 1.81 |
29.56 | 0.51% | Artificial Intelligence | Artificial intelligence, often abbreviated as AI, It is a new technological science for researching and developing theories, methods, technologies and application systems for simulating, extending and expanding human intelligence. Artificial intelligence is developing rapidly, from virtual assistants to face recognition At the end of 2022, OpenAI launched an epic product, ChatGPT based on generative AI, which once again set off a global AI frenzy. | Jd.Com, Inc. was established on November 6, 2006. The company is a leading technology-driven e-commerce company and is transforming into a leading supply chain-based technology and service company. | 1.57 |
94.38 | 0.46% | Artificial Intelligence | Artificial intelligence, often abbreviated as AI, It is a new technological science for researching and developing theories, methods, technologies and application systems for simulating, extending and expanding human intelligence. Artificial intelligence is developing rapidly, from virtual assistants to face recognition At the end of 2022, OpenAI launched an epic product, ChatGPT based on generative AI, which once again set off a global AI frenzy. | Baidu, Inc. was incorporated under the laws of the Cayman Islands on January 18, 2000. The company is a leading AI company with a strong Internet foundation. The company has been investing in AI since 2010 to improve search and monetization capabilities, and uses the company's core AI technology engine "Baidu Brain" to develop new AI business. The unique breadth and depth of the company's AI capabilities provide differentiated underlying technologies for all of the company's businesses. According to the Insight Consulting report, the company's AI leadership in China will be reflected in the following aspects: As of October 30, 2020, the company has the largest number of AI patents and AI patent applications in China; as of December 31, 2020, the company's deep learning framework flying paddle ranked first in China's deep learning framework in terms of cumulative pull requests, and ranked second in the world, second only to Facebook Pytorch; As of December 31, 2020, the company's Baidu open AI platform has more than 2.65 million developers in terms of number of developers, making it the largest open AI platform in China. | 1.32 |
Ticker |
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GOOGLAlphabet A |
QCOMQualcomm |
NVDANvidia |
CSCOCisco Systems |
TRIThomson Reuters |
AMZNAmazon.com |
BABAAlibaba Group |
AVGOBroadcom |
JDJD |
BIDUBaidu |
- Market Performance: Both companies have experienced significant gains in their stock prices, with Palantir up 20.78% and C3.ai up 20% as of the latest data42. However, Palantir's stock has been more stable, while C3.ai has shown more volatility.
- Market Share and Competitors: Palantir has a market share of 1.61% in the big-data-analytics market, competing with companies like Databricks, Azure Databricks, and Apache Hadoop, which have significantly larger shares5. C3.ai, on the other hand, has a smaller market share of 0.26% in the threat detection and prevention category, with competitors like Trustwave, Forcepoint, and Crowdstrike holding a larger portion of the market6. This suggests that Palantir may have a broader presence and less reliance on specific market segments.
- Strategic Positioning: Both companies are positioned in the growing AI software market, with a focus on enterprise applications. However, Palantir's adaptable software and broader use cases may give it an advantage in terms of market flexibility47.
- Valuation: Palantir's stock trades at a higher valuation, with a price-to-earnings (P/E) ratio of 168.95, compared to C3.ai's P/E ratio, which is not provided9. This indicates that investors may have higher expectations for Palantir's future earnings potential.
In summary, while both companies are growing and have strengths in different areas, Palantir appears to have a more robust financial performance with a higher net profit margin and a slight edge in revenue growth. However, C3.ai's recent improvements in revenue and strategic partnerships could potentially position it for future growth. Investors should consider these factors along with the companies' market positioning, competitive landscapes, and future growth prospects when making investment decisions.
