Palantir(NASDAQ: PLTR) and Bigbear.ai(Nyse: bbai) They are both software companies for AI companies that are violating huge amounts of data for large organizations. Paulantir, which has publicly published a direct list in September 2020, is a much larger company that analyzes data for the best US government agencies and large business customers.
Bigbear.ai, a smaller company that is in a public company to buy a special purpose (SPAC) in December 2021, develops modular AI tools that may be involved in the existing software infrastructure of the organization. He also integrated those modules of “observation, orientation and dominance” in the Palants platform at the end of 2021.
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Palantir and Bigbear.ai went in opposite directions from their debut in the market. Palantar, who opened $ 10 on the first day, now traded almost $ 120. Bigbear.ai, who opened up to $ 9.84 after joining the SPAC, now traded around $ 9. Let’s see why the larger Ai company surpassed Underdoga, and if it is still a better investment.
Palantir manages two major data mining platforms: Gotham for his government customers and a foundry for his business customers. Gotham is already accumulating data for CIA, NSA, FBI, Ice and all branches of military, while the Left performs similar tasks for large companies such as Morgan Stanley and Airbus.
Palantir accumulates data from different sources, identifies trends and organizes this information to help their clients make smarter decisions based on data. 2024. The company generated 37% of its revenue from commercial customers and the remaining 63% of state customers. The commercial work grows faster than the government, which often experiences a bumpy growth since the contract.
The co -founder and executive director Palante Alex Karp expects that the short -term growth of the company will lead US commercial customers who are in a hurry to upgrade their AI and analytical abilities, as well as current geopolitical conflicts in Europe and the Middle East.
Bigbear.ai includes its analytical modules in the existing organization software, instead of replacing existing applications. Its modules are also installed on the edge networks, which process the data that flows between the network core and the end user service. This flexibility makes it an attractive alternative to a larger and nicer analytical platform based on the cloud.
Bigbear.ai also bought a programmer of AI Vision Technology Pangiam last March. Pangiam’s CEO Kevin McAleenan, who has previously worked for almost two decades in the US government and served as an acting duties of DHS secretary during the first Trump administration, inherited Mandy for a long time as the Bigbear.Ai CEO this January.
Palantor’s income increased 17% in 2023 and 29% in 2024. This acceleration encouraged the macro environment, the growth of American commercial business and new government contracts. The company also became profitable to the generally accepted accounting principles (Gaap) Basis in 2023 and more than doubled his Gaap EPS 2024.
This consistent profitability led to the on -turning palalalanti in S & P 500 Last September and Nasdaq 100 last December. His ascent of those main index seemed to confirm his evolution in the technological giant of the Blue Chip. For 2025. Palantir expects the revenue to increase 31%, while analysts expect his Gaap EPS to grow another 63%.
Bigbear.ai -a revenues increased only 6% in 2022 and staged in 2023. The company blamed the slowdown of the winds of the wind, the stricter competition and the bankruptcy of its leading Virgin Orbit in 2023.
But for 2024. The company expects revenue to increase by 6% to 16% as it integrates Pangiam and receives more government contracts. For 2025. Analysts expect his revenue to grow 12% from the middle of the prognosis.
Bulls probably believe that Kevin McAleenan, with her extensive government relationships, will provide more government contracts for Bigbear.ai in the future. But his biggest government contract so far, a new automation agreement in the amount of $ 165 million with the US army is actually widespread over the next five years. Many of his other published partnerships, a contract on the division of data and demonstrations still do not create significant income. The company is also deeply unprofitable to GAAP, although analysts expect its adapted earnings before interest, tax, depreciation and depreciation (depreciation ((EBITDA) To turn positively in 2025.
Palantor’s revenue growth accelerates and his profit is growing, but he appreciates like meme supplies 385 times more than his earnings Gaap 70 times higher than projected sales for 2025. These bubbles of estimates could set it up for a steep fall if the market pulls back. Bigbear.ai is also not a scream in 13 times in this year’s sale. I would not have bought any of these shares right now because the market is floating near my all time.
But if I had to choose one over the other, I would bite myself on Bigbear.ai instead of chasing Palantor. Palantir is a solid AI company, but investors should not pay the wrong price for the right section. Palanarian supplies could easily be reduced to half in the next few weeks and still be considered too expensive over his growth potential.
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Leo sun There is no position in any of the shares mentioned. Motley Fool has positions and recommends Palantir Technologies. Motley Fool has disclosure rules.
