Salesforce CEO Mark Benioff made some pointed comments toward Palantir in a recent interview.
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Parkev Tatevosian, CFA21 Sept 2025, 16:45 UTC
AI-generated source summary
The video compares Salesforce (CRM) and Palantir (PLTR) stocks, analyzing revenue growth, operating cash flow to sales ratio, and return on invested capital. From 2018 to the present, CRM has shown solid growth, tripling revenue to $39.5 billion. Palantir, however, has exhibited faster revenue growth, with a CAGR of 31% compared to CRM's 18.3%. Palantir has significantly improved its operating cash flow to sales ratio. While Salesforce has improved its OCF to sales ratio, Palantir's OCF to sales is much better. Palantir generates better returns. The valuation comparison showed that PLTR has a forward price to OCF of 189, while CRM has 14.91. Despite liking Palantir's fundamentals and performance, the video claims CRM has the risk/reward advantage.
AI-generated summary based on the source content.
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Parkev Tatevosian, CFA
Tahlil Plus independently records and evaluates public market predictions. Extraction may be AI-assisted and results follow the Tahlil Plus methodology. This information is not financial advice.