Palantir 过去十二个月基本持平（+2.5%），尽管营收增长 93%、营业利润增长 240%、净利润增长 225%，现金流从零增至 90 亿美元。其远期市盈率为 69，低于一年前的 95 且预计将继续下降，PEG 为 1.2——考虑增长后它很便宜，是他的首选。
逐段跳播
现在，名单上的第一个箭头，伴随着鼓声，是“Palantir”。自从我开始投资 Palantir 以来，它做了很多疯狂的事。它从10美元涨到40美元，然后跌到6美元，再从8美元涨到200美元，然后跌到130美元又回到200美元，自2020年以来涨了20倍，伴随着所有这些剧烈波动的走势。
但过去十二个月里，它只涨了2.5%。2.5%，意味着它全年几乎原地不动。
Now, the first arrow on the list is, with the drumming, " Palantir". Palantir has done a lot of crazy things since it started investing in it. It went from $10 to $40, then $6, then $8 to $200, then $130 and back to $200, a 20-fold increase since 2020 with all this volatile behavior .
But over the past twelve months, it has risen by only 2.5%. 2.5 %, meaning it remains almost constant throughout the year.
而现实中，没有哪家公司的 AI 部署像 Palantir 这样广泛。看看过去一年股价基本持稳的同时，这家公司取得了什么成绩。营收增长93%，营业利润增长240%，净利润增长225%，现金流从零增长到90亿美元，目前远期市盈率为69倍。
仅仅一年前，这个比率还是95倍，而且还会进一步下降。如果看市盈率相对盈利增长比率（PEG），它只有1.2倍，这简直就是便宜的定义。你只需要在看市盈率时把增长考虑进去，Palantir 就会成为我的首选。
While in reality, there is no AI deployment as widespread as Palantir. Look at what the company has achieved over the past year while the share price has remained essentially stable .
With revenue growth of 93%, operating income of 240 %, net income increase of 225%, and cash flow from zero to $9 billion, it is now trading at a forward price-to-earnings ratio of 69.
Just one year ago, the ratio was 95 and will fall further . If you look at the price-to-earnings- to-growth (PEG) ratio, it trades at 1.2, which is literally the definition of cheap.
All you have to do is consider growth when looking at the price-to-earnings ratio , and Palantir will become my first choice.
这个频道对 $PLTR 的历次判断
Tom Nash 在这只股票上共 3 条判断，这里只列相邻的几条。