Yahoo财经评论称Palantir财报后增长和现金流表现强劲但估值较高

Speaker A: What I love about this quarter is that it was the cash flow that proved. This is a profitable company when you look at free cash flow. This is very different from the Palantir that we saw a few years ago. Um, this just goes right after Microsoft last week showing there's a great return on invested, uh, you know, all the AI centers, all the chips, everything. And now we're seeing that software. I mean, if you just look at the government stuff, it's through the roof. But we knew government contracts were going to be enormous. What I love to see is I like to see that US commercial sector just going higher and higher. So, outside of hedge funds blowing up, outside of momentum just dropping, I think you can be long with Palantir. Just remember, it's a high multiple stock and it's all about this beat and raise, beat and raise, but right now, it's a bit unstoppable.

Speaker B: Omar, how do you even value a company like uh, like a Palantir? I mean it's trading at 85 times forward earnings. I mean it's at a discount to its historical average of around 195 times. I mean these are big multiples. What do you do with a company like this?

Omar: Yeah, well, you know, normally what we do would evaluate, you know, precisely the growth trajectory and it's not necessarily just about one quarter, it's really more about, you know, their outlooks, about their earnings projection. and in many cases, particularly for these kind of AI driven companies, we basically look at where their profitability is going. And and and I think in in this particular case, the return on investments and return on equity, it seems to be going in the right direction. I think a lot of what happens is you have to separate growth companies from the rest because at the end when you're looking and investing in growth, it's really more about, you know, how you see that EPS growth going relative to what you expect for your ROIs. And I think in this particular case, what has transpired, especially with all AI related stocks is that a lot of the adoption that we all fear was not going to happen seems to be proven incorrect. In other words, you know, a lot of the AI adoption that everybody was was talking about, you know, at the end of last year seems to be happening. I think these companies, these software companies, these developers continue to profit from it.