The Analysis You've All Been Waiting For
HTML-код
- Опубликовано: 2 ноя 2023
- Palantir stock vs Snowflake stock. It’s a heated debate for investors in the former who always claim nobody understands their sacred cow and that any sort of comparison is apples to oranges. Let’s put all that aside and start with the commonalities. These are two SaaS firms selling solutions to large companies that create efficiencies and benefit from the dramatic growth of big data. We examine metrics that both companies have in common such as revenue growth, net retention rates, and gross margins. There’s no reason investors need to choose between PLTR stock and SNOW stock. Invest in both or neither. Like women, we all have different tastes, and if we’re going to choose one to stick with for a long time, we want to be focused on red flags, not exciting growth stories spun by media-trained executives. If you’re an investor in Palantir Stock or Snowflake Stock, you’ll want to watch this analysis.
RESEARCH PIECES USED IN THIS VIDEO:
1. Snowflake Dives Into the Generative AI Data Pool
www.nanalyze.com/2023/07/snow...
2. Pondering Palantir’s Political Positioning
www.nanalyze.com/2023/02/pond...
3. What’s a Fair Valuation for Snowflake Stock?
www.nanalyze.com/2022/06/snow...
4. Palantir Stock: U.S.-Centric Exposure to Enterprise AI
www.nanalyze.com/2021/01/pala...
5. Why Warren Buffett is Buying Snowflake Stock
www.nanalyze.com/2020/09/warr...
CHAPTERS:
Intro
The Palantir sacred cow
SNOW and PLTR commonalities
Important SaaS metrics
Valuing Palantir vs Snowflake
PLTR vs SNOW revenue growth
Net dollar retention rates sink
Assessing leadership
Sticky SaaS solutions
Conclusion
ABOUT US:
This video is brought to you by Nanalyze, a media and research firm founded by finance professionals with decades of experience. We share insights about #DisruptiveTechnology #stocks in a language that is future-proof and easy to understand.
Read all the Nanalyze Premium articles you'd like for free! Sign up for a 30-day trial of our monthly subscription with no strings attached: www.nanalyze.com/subscription...
DISCLAIMER: Our content is intended to be used and must be used for informational purposes only. It is very important to do your own analysis before making any investment based on your own personal circumstances. You should take independent financial advice from a professional in connection with, along with independently researching and verifying, any information contained within our RUclips videos or on our website, whether for the purpose of making an investment or otherwise.
#dataanalytics
#techstocks
#palantirstock
#palantirtechnologies
#palantir
#snowflake
$PLTR
$SNOW
#BigData
![Natti Natasha - Quiéreme Menos [Official Video]](http://i.ytimg.com/vi/R57RrTjRGxk/mqdefault.jpg)
You need to be subscribed to this channel before reading the below comments. Sorry, we don't make the rules.👮
ruclips.net/user/nanalyze
"Circle jerk over positive after hour price action " 🤣🤣🤣🤣🤣 quote of the year
We've all seen it happen! It's why we stay away from Reddit stock subs.
Guilty!
I bought SNOW today @150. Thanks for the video!
You're most welcome!
Are you thinking about covering fortinet stock? I would love your opinion on that.
Saw they took a tumble today. If you're a premium sub, post it in Discord and we'll see if there's some interest :) If you're not (puts on sales hat) you can always join by becoming a Nanalyze Discord level member on the channel (takes sales hat off).
Always enjoyed your videos. Any revist of gingko bioworks or abcellera? Maybe a comparison.
Maybe a bit apples to oranges for a comparison, but these are popular stocks always. We last covered Ginkgo in March and Abcellera in May. While we typically just check in once a year we might revisit these themes sooner - synbio and AI drug discovery. We're glad you're enjoying our content!
I own a little of both, and some SOUN and NVDA. Happy camper here - but always looking for more info to plan sell, hold, target, swing or long. Great info! Signed up for membership
Thank you for the support! We don't move in and out of positions very often - always a very long horizon.
@Nanalyze Trying to follow your instructions for Discord app - Can't find anything called User Settings or anyway to link my RUclips account. May try a few more times
We have people joining Discord via YT so the process does work. If you can't get it to work then just cancel - we'll understand. Unfortunately we don't have any control over that linking mechanism. If you sign up to our own subscription service via our website than we can control that of course. ;)
Great video as always. Please do Carvana. I suspect something sketchy there. Massive debt-to-equity ratio too
We typically try to cover popular companies in our videos so that might work as long as there's a lot of buzz around it. The point is to drive new investors to our channel and hopefully teach them something. We'll consider that one, thanks!
Definitely need an update of this video after this quarter earnings
We check in with companies once a year. It helps cut through all the quarterly noise and hype.
I attached this video to the circle jerkers video. Perhaps you might get some comments here and new subscribers. Great video
Really glad you liked our video! We haven't seen the circle jerk video yet but it sounds like a hoot and a holler. :) In all seriousness, we've all been guilty of watching the ticker tape too closely. It's human nature. As one of our wise MBAs once said, you can very quickly reduce the volatility in your portfolio by not looking at it so much :)
Very rational. Interesting!!
Great to hear!
I'm heavily overweight on Palantir and it's paid dividends, figuratively of course. Bought early when chat GPT was starting create a lot of noise, so I'm currently up over 130% on my position.
That all being said, it is concerning that net dollar retention is dwindling toward 100%. If it is such a sticky software solution, why is the NDR falling and not rising? Are things that bad over in eastern European markets? If the retention over there falls to a plateau, maybe the US market can turn the tide should it keep growing. Ideally they would be able expand everywhere globally, I think securing the NHS deal would go a long way toward inproving their expansion in Europe.
Agree that the declining net retention rate is puzzling and concerning. They need to start showing NRR at the granular levels they used to. Also, be careful. Being heavily overweight ANY stock is a bad idea. Creating wealth happens slowly and through diversified investments. There are no shortcuts unfortunately.
@Nanalyze No, there aren't shortcuts. But there is should a thing as picking the right horse and having conviction in watching an investment thesis play out. I personally favor Palantir because compared to its peers, it has the government's backing as far as a safety net. That mitigates risk in my eyes. Not many other SaaS companies can say that they are taking commercial market TAM and also have the edge Palantir has with the U.S. government and their Impact Level 6 clearance. On top of that, they also boast they utilize technology that is ahead of their peers. Several publications from outside Palantir agree with that sentiment. One is the recent A.I. industry report by Dresner Advisory Services.
It's definitely risky not to stay diversified, but with the government to back up its commercial market, I see the floor as wayy higher than losing it all. That being said, government growth didn't come in so hot this quarter as it did last Q2 earning call. I expect that to bounce back in the long run with all the global turmoil and strife ensuing.
@@hybridkidd We'll say it again because your opinions of Palantir don't override the fundamental best practices of investing which are indisputable. Being heavily overweight ANY stock is a bad idea. It's as simple as that.
@Nanalyze Fair enough. I'm not a pupil of conventional wisdom. But I'm currently in the process of slowly building around my initial large (to me anyways) Palantir investment. So hopefully, one day, my portfolio will look more diversified. It's still 70-80% of my portfolio, but that will number will shrink in 1-2 years' time, assuming it doesn't spike too far to the up/downside.
@@hybridkidd You sound young so you can afford to take risk! Once you have amassed a larger amount of wealth you'll start to worry about maintaining it as much as growing it. That's when perspectives change a bit and you start to appreciate sleeping well at night. No matter how safe something feels, you can always be blindsided by company-specific risk. You're thinking through these things though which is good! Make sure you're investing in something safe as well - no matter how small - to offset the larger risks you take.
Question is....when do we start buying protective puts on these? I have PLNTR @ $7 and some change and Snow at $150. Getting a bit nervous we are hitting euphoria.
We do not, ever, believe that retail investors should be dabbling in options. Our investment horizons are measured in decades, not hype cycles. There may be some exceptions to this. For example, when you see all gene editing stocks move 300% in 10 days then taking some profits off the table might be prudent. For AI stocks, many of which are undergoing AI hype (like Palantir) then you could also take a similar approach, though we are always inclined to just hold long and ignore all the price action noise.
@@Nanalyze Fair enough, sound advice. I'm a commodity trader by living, quite comfortable with options. I make a fair amount of "fun" money with selling puts and covered calls around my underlying holding. On 300% gain on biotech, (or AI) buying a protective put of course can secure the "hype" profits. But agreed, not for everyone. To be fair to your comment, I "trade" about 10% of my total portfolio....A lot of activity...and this year, because of a hype loss, didn't beat the S&P. IMHO, retail investors should be in 60/20/20. S&P, Russel, International, lowest fees possible. That 3 ingredient recipe, simply works for the long term. Set it and forget it. Enjoy your content, cheers.
That's great that you have restrictions (rules) in place to manage risk and you benchmark yourself. Lowest fees possible is the way forward! Very wise advice. Since options are so risky we always discourage them, but there are certainly sophisticated retail investors who know what they are doing and can make them work over the long term. it's just a very small set ;)
Stay long….these stocks have been euphoria stocks since they IPO’d and now you’re up you’re worried there’s too much Euphoria ? 😂 Don’t buy anything you’re not willing to hold onto for at least 5-10 years
Smart man smart man, still got shares in palantir though have to be somewhat speculative in this weird life
So your type is brunettes? ;)
Great video comparing both companies!
Don’t forget the other colors. There is also redheads ,blue hair , and silver ( artificial )😂
Thank you very much! We'll save those for when we compare five stocks ;)
@@Nanalyze haha 😂
Sounds great 👍!
i have both now buying more snow
It's okay to like both ;)
nanalyze let loose today circle jerk and just own that shit I love this guy
It's Casual Friday here at Nanalyze
I’ve been looking for this kind of voice.
We're glad you found us! We did a recent piece on PLTR you might find interesting: www.nanalyze.com/2024/03/palantir-stock-pumped-ai-hype/
buy both.
One certainly could!
Bought SNOW st $135 very happy so far.
We'll need to wait at least a decade to see whether we're happy or not. ;)
@@Nanalyze I am up $100 per share so if/when it hits btw $250-300 I ll be out.
@@user-dj9nl2vs9x Timing the markets with arbitrary price targets is a tough game ;) Using valuations may a better approach. We always say around here that we invest in companies, not stocks, and there are only two reasons we sell a company. 1) Growth stalls, 2) Thesis changes.
@@Nanalyze SNOW will reach $250 within the next 4-6 weeks. Let's say by April. We can wait and see.
We have no idea what SNOW will do. At all. People do this all the time. They throw up some random price point in the future. They sweep it under the rug if it's wrong, or pretend like they're Nostradamus if it's right. We don't do that here.
SNOW is not doing so well now. Where do you see this one going in the short term and long term?
Are you talking about the company or the stock? Because we invest in companies, not stocks.
I think snowflake will have become profitable first. They are spending all of their money on the people selling the product instead of the engineers which is a little concerning.
Heavy R&D and S&M are both called for since they have the cash.
Romanian fortune teller to predict where the stock goes.... I knew it!
We've found it to be about as effective as any other active management strategy. ;)
@@Nanalyze i recommend a dartboard
The key is to make sure it's a good Romanian fortune teller on staff
"The best indicator for profitability is gross margins" 😆 id say the best indicator for profitability is actual profits. Otherwise known as GAAP tf?
Yes, that's the ultimate goal. It's not something we focus on for growth companies because we're investing primarily for the growth.
What I learned is blondes and brunettes are both equally fun to have. Did I get it right? 😆
You're definitely on the right track ;)
Don't leave out natural red heads. A fire bush is always hot
Its funny when you say AI hype...seems you are still only interested in stock price based on AI hype. PLTR showing great earnings and earning potential based on AI...not just AI hype. If Snowflake does that and shows that potential...we have all ears
You'll need to work on better articulating your thoughts because we're not picking up what you're putting down.
@@Nanalyze It's simple, if you look at PLTR result and their focus is on AIP, which is based on AI and that is part to highlight that it is not AI hype on RUclips channel as you try to portrait(although i agree lot of channels are doing that on their vested interest) but we can't just ignore the facts. This video may be relevant 6 months back. I think PLTR is still evolving and i think can be a great company ( definitely not with Alex Karp as CEO so they need to work on it). Also, major difference between PLTR and SNOW is that SNOW is a primarily a nice tool but PLTR is platform and that is why easy to adopt SNOW but once PLTR is in your organization very hard to remove. These are the great sign of any SaaS company like MSFT, ORCL,SAP etc. Again, we all can be wrong but that is the fun part.
Thank you for taking the time so spell out your thoughts. That's very helpful! Palantir has been subject to AI hype. If you can't see that then you must not follow the market very closely. That's a fact. Sounds like you're drinking too much of the investor presentation Kool-Aid. We said these solutions are sticky in the video so agree there.