AMPL vs PLTR vs MSTR Stock Comparison

Amplitude, Palantir Technologies and Strategy Prices as of Oct 26, 2026 Peers: Industry group
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AMPL Amplitude, Inc.
$17.30 +30.1% 1M +70.6% 1Y
Market cap
$2.20B
P/E
–
Revenue (TTM)
$374.37M
Div. yield
–
Analytics and BI Technology
1 win
MSTR Strategy Inc
$139.82 -11.8% 1M -51.6% 1Y
Market cap
$49.78B
P/E
–
Revenue (TTM)
$498.35M
Div. yield
–
Analytics and BI Technology

Head to Head

8 decided of 12

Palantir Technologies leads on 7 of the 12 questions below (Palantir Technologies 7, Amplitude 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionAMPLPLTRMSTRLeader
Larger companyMarket capitalisation $2.20B $476.15B $49.78B PLTR
Cheaper on earningsLower P/E, profitable companies only -22.1x 157.8x -1.6x –
Cheaper on forward earningsLower price / next fiscal year consensus EPS 247.1x 119.8x — PLTR
Faster revenue growthRevenue growth, trailing twelve months +18.3% +78.9% +7.8% PLTR
More profitableNet margin, trailing twelve months -26.6% 49.0% -6,294.3% PLTR
Better return on capitalReturn on invested capital — — -73.9% –
Less leveragedLower net debt / EBITDA — — -0.1x –
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months +70.6% +7.7% -51.6% AMPL
Better 5-year returnAnnualised price return, 5 years -24.5%/yr +51.4%/yr +14.4%/yr PLTR
Less volatileAnnualised volatility, 1 year 65.9% 59.6% 81.3% PLTR
Higher overall scoreMean of the five percentile scores vs peers 42/100 69/100 21/100 PLTR

Percentile Scorecard

AMPLPLTRMSTR

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisAMPLPLTRMSTR
Valuation 16 #86 of 102 22 #80 of 102 9 #93 of 102
Growth 61 #39 of 98 100 #1 of 98 7 #91 of 98
Profitability 30 #67 of 95 96 #5 of 95 9 #87 of 95
Financial Health 59 #45 of 109 98 #3 of 109 80 #23 of 109
Shareholder Returns 46 #35 of 64 27 #47 of 64 3 #62 of 64
Overall 42 69 21
  • AMPL ranked among 115 companies in Business Applications
  • PLTR ranked among 115 companies in Business Applications
  • MSTR ranked among 115 companies in Business Applications

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodAMPLPLTRMSTRSPY
1 month +30.1%+4.8%-11.8% -0.8%
3 months +99.5%+51.2%+41.7% +3.5%
6 months +146.1%+39.0%-17.4% +7.0%
Year to date +49.4%+11.9%-8.0% +12.2%
1 year +70.6%+7.7%-51.6% +13.0%
3 years +72.7%+1,219.4%+243.7% +86.3%
3 years, per year +20.0%+136.4%+51.0% +23.1%
5 years -75.5%+693.5%+95.6% +68.6%
5 years, per year -24.5%+51.4%+14.4% +11.0%
10 years ——+713.9% +258.0%
10 years, per year ——+23.3% +13.6%

Risk

MeasureAMPLPLTRMSTRSPY
Volatility, 1Y 65.9%59.6%81.3% 12.7%
Downside volatility, 1Y 64.8%56.1%74.6% 12.7%
Beta vs S&P 500, 1Y 1.091.973.14 1.00
Return / volatility, 1Y 1.070.13-0.64 1.02
Max drawdown, 5Y -93.4%-77.6%-84.1% -25.4%
From 52-week high -0.7%-4.9%-52.7% -1.8%
52-week high $17.42$209.05$295.63 $779.14
52-week low $5.61$107.27$82.31 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleAMPLPLTRMSTR
P/E now vs peer median -22.5xmedian 28.8x 158.2xmedian 28.8x -1.6xmedian 28.8x
P/S now vs peer median 11.5xmedian 2.8x 77.6xmedian 2.8x 98.7xmedian 2.8x
EV/EBITDA now vs peer median -44.9xmedian 17.7x 175.9xmedian 17.7x -1.5xmedian 17.7x
P/FCF now vs peer median 146.7xmedian 15.8x 142.3xmedian 15.8x -1,879xmedian 15.8x
P/B now vs peer median 31.7xmedian 3.2x 48.3xmedian 3.2x 1.6xmedian 3.2x
PEG now vs peer median -5.79median 0.85 0.55median 0.85 0.00median 0.85

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsAMPLPLTRMSTR
Revenue $374.37M $6.16B $498.35M
Gross profit $271.11M $5.22B $336.89M
Operating income -$104.03M $2.63B -$36.36B
Net income -$99.53M $3.03B -$30.41B
Free cash flow $29.44M $3.36B -$26.19M
R&D $108.93M $641.24M $93.13M
EPS (diluted) $-0.77 $1.17 $-88.98
Cash & equivalents $73.78M $2.03B $1.71B
Total debt – – $6.71B
Shares (diluted) 129.38M 2.57B 352.53M
Enterprise value $1.50B $445.10B $42.77B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricAMPLPLTRMSTR
P/E -22.5x 158.2x -1.6x
P/FCF 146.7x 142.3x -1,879x
P/Operating cash flow 136.0x 140.5x -2,450x
P/S 11.5x 77.6x 98.7x
P/B 31.7x 48.3x 1.6x
P/Tangible book 35.8x 48.3x -2.6x
EV/EBITDA -44.9x 175.9x -1.5x
EV/EBIT -40.2x 177.8x -1.5x
EV/Revenue 11.2x 76.1x 107.3x
EV/FCF 141.9x 139.5x -2,042x
EV/Operating cash flow 131.5x 137.7x -2,662x
PEG (3Y EPS CAGR) -5.79 0.55 0.00

Growth

14 metrics
MetricAMPLPLTRMSTR
Revenue growth (1Y) 18.3% 78.9% 7.8%
Revenue CAGR (3Y) 12.8% 44.4% -0.1%
Gross profit growth (1Y) 15.4% 89.6% 4.0%
Gross profit CAGR (3Y) 13.1% 47.7% -5.0%
Operating income growth (1Y) 2.6% 362.6% -645.8%
Operating income CAGR (3Y) 1.9% 247.7% -437.1%
Net income growth (1Y) -3.3% 292.3% -734.6%
Net income CAGR (3Y) 0.4% 308.7% -430.3%
EPS growth (1Y) -4.9% 294.3% -676.7%
EPS CAGR (3Y) 3.9% 286.3% -314.6%
Operating cash flow growth (1Y) 48.7% 96.6% 79.0%
Operating cash flow CAGR (3Y) 61.0% 103.5% -202.3%
Free cash flow growth (1Y) 50.1% 96.5% 74.1%
Free cash flow CAGR (3Y) 74.9% 107.6% -109.9%

Profitability

14 metrics
MetricAMPLPLTRMSTR
Gross margin 72.4% 84.8% 67.6%
EBITDA margin -24.8% 43.3% -7,284%
Operating margin -27.8% 42.8% -7,295%
Pretax margin -25.5% 49.9% -7,280%
Net margin -26.6% 49.0% -6,294%
FCF margin 7.9% 54.6% -5.3%
Operating cash flow margin 8.5% 55.2% -4.0%
Return on equity -56.3% 32.9% -90.1%
Return on assets -26.3% 27.7% -56.9%
Return on invested capital – – -73.9%
Return on capital employed -61.7% 28.0% -68.7%
Asset turnover 1.0x 0.6x 0.0x
Cash conversion (OCF / net income) -0.3x 1.1x 0.0x
Stock comp / revenue 25.1% 13.6% 10.7%

Financial Health

11 metrics
MetricAMPLPLTRMSTR
Debt / assets – – 12.8%
Debt / equity – – 0.2x
Net debt / EBITDA – – -0.1x
Debt / FCF – – -256.2x
Liabilities / assets 61.8% 15.4% 41.2%
Equity / assets 38.2% 84.6% 58.8%
Interest coverage – – –
Current ratio 1.0x 7.2x 5.4x
Quick ratio 0.8x 7.1x 5.2x
Cash ratio 0.7x 6.1x 4.9x
Altman Z-score 9.51 161.88 -1.27

Shareholder Returns

7 metrics
MetricAMPLPLTRMSTR
Dividend yield – – –
Net buyback yield 2.6% 0.0% -53.9%
Shareholder yield 2.6% 0.0% -53.9%
Payout ratio (earnings) – – –
Payout ratio (FCF) – – –
Dividend growth (1Y) – – –
Dividend CAGR (3Y) – – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusAMPLPLTRMSTR
Forward P/E 247.1xFY2026 119.8xFY2026 –
EPS, next fiscal year $0.07FY2026 $1.66FY2026 $-20.46FY2026
EPS growth, next FY +16.7%FY2026 +121.3%FY2026 –
EPS growth, the year after +157.1% +45.8% –
Revenue, next fiscal year $430.21MFY2026 $8.41BFY2026 $466.60MFY2026
Revenue growth, next FY +25.3%FY2026 +87.8%FY2026 -2.2%FY2026
Revenue growth, the year after +15.1% +37.5% +14.0%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersAMPLPLTRMSTR
Held by institutions 62.1% 60.3% 57.9%
Institutions holding 201 2,836 867
Change in shares held, QoQ -3.6% +10.9% +12.5%
Institutions buying 115 1,480 501
Institutions selling 62 1,093 256
Buyers to sellers 1.85 1.35 1.96

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

AMPLPLTRMSTR
AMPL 1.00 0.43 0.24
PLTR 0.43 1.00 0.43
MSTR 0.24 0.43 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, AMPL, PLTR and MSTR?

Palantir Technologies (PLTR) is the largest by market capitalisation: Amplitude (AMPL) $2.20B, Palantir Technologies (PLTR) $476.15B, Strategy (MSTR) $49.78B.

Which company is growing faster?

Palantir Technologies (PLTR) grew revenue fastest over the trailing twelve months: Amplitude (AMPL) +18.3%, Palantir Technologies (PLTR) +78.9%, Strategy (MSTR) +7.8%.

Which company is more profitable?

Palantir Technologies (PLTR) has the highest net margin (Amplitude (AMPL) -26.6%, Palantir Technologies (PLTR) 49.0%, Strategy (MSTR) -6,294.3%).

Which stock has performed better?

Over the past year Amplitude (AMPL) returned the most: Amplitude (AMPL) +70.6%, Palantir Technologies (PLTR) +7.7%, Strategy (MSTR) -51.6%. Over five years, Palantir Technologies (PLTR) compounded fastest (Amplitude (AMPL) -24.5%/yr, Palantir Technologies (PLTR) +51.4%/yr, Strategy (MSTR) +14.4%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Palantir Technologies (PLTR) has been the steadiest (Amplitude (AMPL) 65.9%, Palantir Technologies (PLTR) 59.6%, Strategy (MSTR) 81.3%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, AMPL, PLTR and MSTR?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Palantir Technologies (PLTR) leads on 7. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.