The article compares ServiceNow, which offers an automated workflow platform for roughly 8,700 enterprise customers, with Palantir, which builds data platforms used in government and commercial settings. ServiceNow's FY 2025 revenue reached nearly $13.3 billion, up roughly 20.9%, while Palantir's reached nearly $4.5 billion, up roughly 56.2%, with a net margin of approximately 36.3% versus 13.2% for ServiceNow. The article says both companies carry premium valuations, with Palantir valued significantly higher. It notes Palantir's Q2 2026 U.S. commercial revenue grew nearly 150% year over year and that its full-year guidance was raised substantially. The author favors Palantir, while calling ServiceNow one of the more dependable compounders in enterprise software.
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