To The Moon

$Palantir Technologies Inc.(PLTR)$ $Hims & Hers Health Inc.(HIMS)$ ⚔️🤖💊 Palantir vs Hims. AI vs Healthcare. Which One Really Delivers? 💊🤖⚔️

In one corner we have $PLTR, the government backed AI titan with a cult following.

In the other, $HIMS, the DTC health disruptor with explosive growth and a short interest fuse ready to blow.

But let’s talk facts, not fandoms.

📈 Stock Performance (5Y):

$PLTR up +1126%

$HIMS up +290%

That’s knockout territory for Palantir, but the deeper metrics tell a more surprising story.

🧠 Revenue Growth:

$HIMS delivered stronger YoY expansion through 2022 and 2023. The curve is flattening now, but it still leads $PLTR in momentum.

Advantage: HIMS

💸 Free Cash Flow Growth:

In 2023, $HIMS surged past $PLTR with an 800 percent spike in FCF growth.

Advantage: HIMS

🔥 Dilution:

$PLTR’s stock based comp was a staggering over 100 percent of revenue in 2021.

$HIMS kept dilution below 20 percent every year.

Advantage: HIMS

💰 Valuation:

$PLTR is trading at 191x forward FCF, compared to $HIMS at just 32x.

The risk reward ratio flips quickly if $PLTR’s AI contracts slow.

Advantage: HIMS

🧾 Margins:

$PLTR boasts better gross margins and stronger free cash flow margins, showing scalable economics.

Advantage: PLTR

🏋️ Balance Sheet:

$PLTR has successfully deleveraged from a debt to equity ratio of 28 to under 5.

Both are lean now, but $PLTR showed more capital discipline over time.

Advantage: PLTR

🎯 Return on Capital:

Both companies are climbing from the red, but $HIMS has shown a sharper recovery in recent quarters.

Tiebreaker goes to the one with less variance.

Slight Edge: HIMS

💥 Final Thoughts:

$PLTR is a narrative machine with serious geopolitical weight, but it trades like perfection is already priced in.

$HIMS is leaner, less diluted, has breakout earnings potential, and a 33 percent short float that could trigger a melt up.

One is a high valuation fortress.

The other is a pressure cooker waiting to explode.

Hey Tiger Traders, if you had to back just one disruptor this quarter, are you betting on AI’s algorithmic muscle or healthcare’s high growth revival?

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