To The Moon

Comparing the future potential of Palantir Technologies (PLTR) and Hims & Hers Health (HIMS) involves analyzing their recent financial performance, market positioning, growth trajectories, and industry dynamics. Both companies operate in distinct sectors—Palantir in AI-driven data analytics and Hims & Hers in telehealth—but share characteristics as high-growth, tech-enabled businesses. Below is a detailed assessment based on the latest available data, with a focus on key metrics, strategic positioning, and market sentiment.

### Financial Performance and Growth Metrics

**Palantir Technologies (PLTR)**:

- **Revenue and Earnings**: For Q1 2025, Palantir reported revenue of $883.86 million, surpassing estimates, with a 38.37% year-over-year increase projected for the upcoming quarter (revenue expected at $938.34 million). Earnings per share (EPS) are forecasted at $0.14, a 55.56% increase from the prior year.[](https://www.ainvest.com/news/wallstreetbets-favorites-palantir-hims-slipping-pre-market-trading-2505/)[](https://www.nasdaq.com/articles/palantir-technologies-inc-pltr-rises-higher-market-key-facts)

- **Valuation**: As of June 24, 2025, PLTR’s stock closed at $139.92, with a forward P/E ratio of 235.51 and a PEG ratio of 7.35, indicating a premium valuation compared to the industry average (forward P/E of 27.81 for Internet - Software).[](https://www.nasdaq.com/articles/palantir-technologies-inc-pltr-rises-higher-market-key-facts)

- **Market Cap**: Approximately $320 billion, reflecting significant investor confidence but also high expectations.

- **Growth Drivers**: Palantir’s strength lies in its AI-driven platforms, Gotham (government-focused) and Foundry (commercial-focused), which cater to data-intensive industries like defense, healthcare, and finance. Its Operation Warp Speed and FedStart initiatives enhance its ability to secure government contracts, while its Apollo platform supports continuous integration for scalable solutions. Commercial revenue grew 55% year-over-year in Q1 2025, signaling strong demand beyond government clients.[](https://stockmarketnerd.com/p/palantir-hims-earnings-reviews-ac70)[](https://blog.valuesense.io/hims-hood-pltr-efficiency-2025/)

- **Challenges**: High valuation raises concerns about sustainability, with some analysts noting execution risks in scaling AI initiatives and potential market rotation out of high-growth tech stocks. Pre-market trading on May 6, 2025, saw a 9.19% drop despite strong Q1 results, reflecting valuation sensitivity.[](https://www.ainvest.com/news/wallstreetbets-favorites-palantir-hims-slipping-pre-market-trading-2505/)

**Hims & Hers Health (HIMS)**:

- **Revenue and Earnings**: HIMS reported Q1 2025 revenue of $586 million, a 111% year-over-year increase, beating estimates by $46 million. EPS was $0.20, exceeding forecasts. For 2024, revenue reached $1.477 billion, up from $872 million in 2023, with net income turning positive at $126 million. Guidance for 2025 projects revenue of $2.3–$2.4 billion.[](https://finance.yahoo.com/news/hims-hers-health-nyse-hims-180031939.html)[](https://www.investopedia.com/hims-and-hers-stock-jumps-as-q1-sales-more-than-double-11728899)

- **Valuation**: As of July 2, 2025, HIMS’s stock price was $49.85, with a forward P/E of 48.58, a premium to its industry average (24.21 for Medical Info Systems). It is considered overvalued by 41% based on a DCF and relative valuation model (intrinsic value of $29.57).[](https://www.alphaspread.com/security/nyse/hims/summary)[](https://finance.yahoo.com/news/hims-hers-health-inc-hims-224521092.html)

- **Market Cap**: Approximately $14 billion, significantly smaller than Palantir, suggesting more room for growth but also higher volatility.

- **Growth Drivers**: HIMS operates in the $4 trillion U.S. healthcare market, leveraging a direct-to-consumer telehealth model with personalized subscriptions (50%+ of subscribers on personalized plans, with 65% of new subscribers choosing them). Its AI-driven closed-loop system streamlines patient management, and partnerships, like with Novo Nordisk for weight-loss treatments, enhance its offerings. Subscriber growth was 38% (2.37 million subscribers), with monthly revenue per subscriber up 53% to $84.[](https://medium.com/%40aifininsights/why-i-believe-hims-hers-health-hims-could-outperform-palantir-pltr-from-here-c8505f457595)[](https://www.investopedia.com/hims-and-hers-stock-jumps-as-q1-sales-more-than-double-11728899)[](https://stockmarketnerd.com/p/palantir-hims-earnings-reviews)

- **Challenges**: Q2 2025 revenue guidance ($530–$550 million) fell short of analyst expectations ($563.9–$564.3 million), partly due to regulatory changes affecting weight-loss drug compounding (e.g., semaglutide). This led to a 6% pre-market drop on May 6, 2025. The healthcare sector’s regulatory volatility and competition from entrenched players pose risks.[](https://www.investopedia.com/hims-and-hers-stock-jumps-as-q1-sales-more-than-double-11728899)[](https://finance.yahoo.com/quote/HIMS/news/)

### Strategic Positioning and Industry Outlook

**Palantir Technologies**:

- **Market Position**: Palantir is a leader in AI and big data analytics, with a unique partnership model that embeds its engineers with clients for tailored solutions. Its Gotham and Foundry platforms are highly sticky, fostering long-term contracts with government and commercial clients.[](https://stockmarketnerd.com/p/palantir-hims-earnings-reviews-ac70)[](https://www.alphaspread.com/comparison/nyse/pltr/vs/indx/gspc)

- **Industry Outlook**: The global AI market is projected to grow at a CAGR of 37.3% through 2030, driven by demand for data-driven decision-making. Palantir’s expansion into commercial sectors (e.g., finance, healthcare) positions it to capture this growth, though it faces competition from firms like Snowflake and Datadog.[](https://stockmarketnerd.com/p/palantir-hims-earnings-reviews-ac70)

- **Competitive Advantage**: Palantir’s economic moat stems from its deep client integration and proprietary platforms, which are difficult to replicate. Its ability to handle unstructured data and provide actionable insights via Ontology gives it an edge in complex environments.[](https://stockmarketnerd.com/p/palantir-hims-earnings-reviews-ac70)[](https://www.alphaspread.com/comparison/nyse/pltr/vs/indx/gspc)

- **Risks**: High valuation and potential macroeconomic headwinds (e.g., interest rate hikes, sector rotation) could pressure its stock. Analyst sentiment is mixed, with some praising its AI leadership and others cautioning about overvaluation.[](https://www.ainvest.com/news/wallstreetbets-favorites-palantir-hims-slipping-pre-market-trading-2505/)

**Hims & Hers Health**:

- **Market Position**: HIMS is a disruptor in telehealth, focusing on accessible, affordable care in wellness, sexual health, skincare, and hair care. Its direct-to-consumer model and AI-driven operations enable rapid scaling, with 300,000 multi-product subscribers and 95%+ monthly retention. Strategic moves, like appointing Nader Kabbani as COO, bolster operational efficiency.[](https://finance.yahoo.com/quote/HIMS/)[](https://www.investopedia.com/hims-and-hers-stock-jumps-as-q1-sales-more-than-double-11728899)[](https://stockmarketnerd.com/p/palantir-hims-earnings-reviews)

- **Industry Outlook**: The telehealth market is expected to grow at a CAGR of 24.3% through 2028, driven by demand for convenient healthcare solutions. HIMS’s focus on personalized care and partnerships (e.g., Novo Nordisk, Hartford HealthCare) positions it to capture market share in a fragmented, high-growth sector.[](https://medium.com/%40aifininsights/why-i-believe-hims-hers-health-hims-could-outperform-palantir-pltr-from-here-c8505f457595)[](https://finance.yahoo.com/news/hims-hers-health-nyse-hims-180031939.html)

- **Competitive Advantage**: HIMS’s agility, low overhead from its online model, and high-margin subscription revenue provide a strong foundation. Its ability to navigate healthcare’s regulatory landscape and expand product offerings (e.g., GLP-1 injections, meal replacement bars) enhances its appeal.[](https://finance.yahoo.com/news/hims-hers-health-nyse-hims-180031939.html)[](https://stockmarketnerd.com/p/palantir-hims-earnings-reviews)

- **Risks**: Regulatory changes, such as the FDA’s decision on semaglutide compounding, and competition from larger healthcare players could hinder growth. Analyst sentiment is cautious, with neutral to underperform ratings from firms like Piper Sandler and Morgan Stanley due to valuation concerns and near-term guidance.[](https://www.investopedia.com/hims-and-hers-stock-jumps-as-q1-sales-more-than-double-11728899)[](https://www.nasdaq.com/articles/hims-hers-health-smart-buy-right-now)

### Market Sentiment and X Posts

- **Palantir**: Sentiment on X is highly bullish, with posts citing PLTR’s 405% return over the past 12 months (vs. S&P 500’s 13%) and its role as a “transformative AI leader.” Users like @MrMikeInvesting and @TheLongInvest highlight its wealth-generating potential, though some note its $320 billion market cap suggests limited upside compared to smaller firms.[](https://www.alphaspread.com/comparison/nyse/pltr/vs/indx/gspc)

- **Hims & Hers**: X posts are equally optimistic, with users like @MrMikeInvesting predicting HIMS could reach $100–$150 by July 2025, driven by catalysts like its Novo Nordisk partnership and 86% revenue growth. Comparisons to PLTR’s early growth are common, with @TheLongInvest noting HIMS’s $2.4 billion revenue forecast for 2026 vs. PLTR’s $4.2 billion, despite a 20x smaller market cap. However, its recent guidance miss tempers some enthusiasm.

### Comparative Analysis and Future Potential

**Growth Potential**:

- **HIMS**: Offers greater near-term growth potential due to its smaller market cap ($14 billion vs. $320 billion) and faster revenue growth (111% vs. 38% year-over-year in Q1 2025). Its focus on the $4 trillion healthcare market, where it’s capturing share through innovation and partnerships, suggests significant runway. However, regulatory risks and competition could cap upside.[](https://medium.com/%40aifininsights/why-i-believe-hims-hers-health-hims-could-outperform-palantir-pltr-from-here-c8505f457595)[](https://finance.yahoo.com/news/hims-hers-health-nyse-hims-180031939.html)

- **PLTR**: Has a more established position in AI and data analytics, with diversified revenue streams (government and commercial) and a proven track record of sticky, high-value contracts. Its growth is slower but more stable, supported by a broader client base and less regulatory exposure. Its high valuation limits explosive upside unless it significantly exceeds earnings expectations.[](https://stockmarketnerd.com/p/palantir-hims-earnings-reviews-ac70)[](https://www.alphaspread.com/comparison/nyse/pltr/vs/indx/gspc)

**Risk-Adjusted Outlook**:

- **HIMS**: Higher risk due to regulatory volatility (e.g., GLP-1 drug changes) and competition but offers higher reward potential given its lower valuation and rapid growth. Its 941.34% shareholder return over three years underscores its momentum.[](https://finance.yahoo.com/news/hims-hers-health-nyse-hims-180031939.html)

- **PLTR**: Lower risk due to its established market position and diversified revenue but faces valuation pressure. Its 405% return over 12 months is impressive but suggests less room for multiples expansion compared to HIMS.[](https://www.alphaspread.com/comparison/nyse/pltr/vs/indx/gspc)

**Analyst and Market Sentiment**:

- HIMS faces skepticism from Wall Street, with neutral to underperform ratings, but retail investors on X are highly bullish, seeing it as an undervalued disruptor.[](https://www.nasdaq.com/articles/hims-hers-health-smart-buy-right-now)

- PLTR enjoys stronger analyst support (e.g., Wedbush’s “transformative AI leader” label) but also valuation concerns from firms like Jefferies. Retail sentiment remains strong, though tempered by its high market cap.[](https://www.ainvest.com/news/wallstreetbets-favorites-palantir-hims-slipping-pre-market-trading-2505/)

### Conclusion

**HIMS has greater future potential in the short to mid-term (1–3 years)** due to its smaller market cap, explosive revenue growth (111% vs. 38%), and position in the high-growth telehealth market. Its ability to disrupt the $4 trillion healthcare industry, coupled with strategic partnerships and AI-driven efficiency, gives it a compelling edge for investors seeking high-upside opportunities. However, regulatory risks and competition warrant caution.

**PLTR is better suited for long-term stability (3–5 years and beyond)**, given its established leadership in AI analytics, diversified revenue, and strong client retention. Its high valuation reflects market confidence but limits near-term upside compared to HIMS. It’s a safer bet for investors prioritizing proven execution over speculative growth.

For risk-tolerant investors, HIMS offers a stronger growth story at current valuations. For those seeking stability and a proven track record, PLTR is the better choice. Both companies have robust fundamentals, but HIMS’s lower market cap and faster growth give it a slight edge for future outperformance, assuming it navigates regulatory challenges successfully.

These are generated by Grok. Personally I am building on both of these counters. $Palantir Technologies Inc.(PLTR)$  $Hims & Hers Health Inc.(HIMS)$ 

Tracking a speculative stock like Hims is the same as what I did for Pltr. Ever since Pltr is able to prove it's growth and financials, it is no longer speculative and became a stable and high growth stock. I am buying into both counters, 80% in pltr and 20% in Hims. If Hims proves to be great, my 20% can easily double or more. If Pltr continues it's robust growth and shine new lights on new area of work, it can easily double or more too. I love to look at the news daily and my buying pattern is considered divesting (to me). Love to hear what you guys think.