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2021-06-14
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Palantir vs. C3.ai: Which Is the Better Artificial Intelligence Stock?<blockquote>Palantir与C3.ai：哪个是更好的人工智能股票？</blockquote>
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":185119003,"tweetId":"185119003","gmtCreate":1623636246402,"gmtModify":1634030867827,"author":{"id":3569857179667022,"idStr":"3569857179667022","authorId":3569857179667022,"authorIdStr":"3569857179667022","name":"NZAaron","avatar":"https://static.tigerbbs.com/d93b23bffa6908c8c6d569d0f2bc6bb9","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":17,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Up</p></body></html>","htmlText":"<html><head></head><body><p>Up</p></body></html>","text":"Up","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/185119003","repostId":1180874867,"repostType":4,"repost":{"id":"1180874867","kind":"news","pubTimestamp":1623635718,"share":"https://www.laohu8.com/m/news/1180874867?lang=zh_CN&edition=full","pubTime":"2021-06-14 09:55","market":"us","language":"en","title":"Palantir vs. C3.ai: Which Is the Better Artificial Intelligence Stock?<blockquote>Palantir与C3.ai：哪个是更好的人工智能股票？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1180874867","media":"Motley Fool","summary":"One is controversial; the other is exposed to more macro headwinds.","content":"<p><b>Palantir</b> (NYSE:PLTR) and <b>C3.ai</b> (NYSE:AI) both help organizations and companies crunch data with AI-powered tools.</p><p><blockquote><b>Palantir</b>（纽约证券交易所代码：PLTR）和<b>C3.人工智能</b>（纽约证券交易所股票代码：AI）都帮助组织和公司使用人工智能工具处理数据。</blockquote></p><p> Palantir, which generates more than half its revenue from government contracts, wants its Gotham platform to become the \"default operating system for data\" across the U.S. government. Its Foundry platform provides data-mining tools to large commercial customers.</p><p><blockquote>Palantir一半以上的收入来自政府合同，它希望其Gotham平台成为美国政府的“数据默认操作系统”。其代工平台为大型商业客户提供数据挖掘工具。</blockquote></p><p> C3.ai serves a wide range of clients across the commercial, industrial, and government sectors. It generates most of its revenue from energy giants like <b>Baker Hughes</b> and <b>ENGIE</b>.</p><p><blockquote>C3.ai为商业、工业和政府部门的广泛客户提供服务。它的大部分收入来自能源巨头，例如<b>贝克休斯</b>和<b>ENGIE</b>.</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d0f7a2339e0b8de3ba56318f8cab73d4\" tg-width=\"2000\" tg-height=\"1076\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> Palantir -- which went public via a direct listing last September -- started trading at $10 per share, surged to the high $30s in February, and now trades in the mid-$20s. C3.ai went public at $42 per share via an IPO last December, opened at $100 on the first day, but now trades in the low $60s.</p><p><blockquote>Palantir去年9月通过直接上市上市，开始交易价格为每股10美元，2月份飙升至30美元的高位，目前交易价格为20美元左右。C3.ai去年12月通过IPO以每股42美元的价格上市，首日开盘价为100美元，但现在交易价格在60美元左右。</blockquote></p><p> Both stocks have underperformed the S&P 500 this year as investors have been moving from growth to value stocks, but is one of these companies a better long-term play on the booming AI market?</p><p><blockquote>随着投资者从成长型股票转向价值型股票，这两只股票今年的表现都逊于标普500，但在蓬勃发展的人工智能市场上，这些公司之一是否是更好的长期投资呢？</blockquote></p><p> <b>The differences between Palantir and C3.ai</b></p><p><blockquote><b>Palantir和C3.ai的区别</b></blockquote></p><p> Palantir, which is named after the all-seeing orbs from<i>The Lord of the Ring</i>s, helps organizations accumulate data on individuals from disparate sources, then processes it with algorithms to make data-driven decisions.</p><p><blockquote>Palantir，以全视球体命名<i>指环王</i>s，帮助组织从不同来源积累个人数据，然后用算法处理这些数据以做出数据驱动的决策。</blockquote></p><p> Palantir's biggest customer is the U.S. government, and its tools are used by the CIA, FBI, ICE, and all branches of the military. Its technology was reportedly used to hunt down Osama bin Laden in 2011, but it was also used by ICE in recent years to locate and deport undocumented immigrants.</p><p><blockquote>Palantir最大的客户是美国政府，其工具被CIA、FBI、ICE和军队的所有部门使用。据报道，它的技术在2011年被用来追捕奥萨马·本·拉登，但近年来也被ICE用来定位和驱逐无证移民。</blockquote></p><p> C3.ai initially only served energy companies before expanding into other markets. Unlike Palantir, which gathers data from external and internal sources, C3.ai mainly uses a company's internal operations.</p><p><blockquote>C3.ai最初只服务于能源公司，然后扩展到其他市场。与Palantir从外部和内部来源收集数据不同，C3.ai主要使用公司的内部运营。</blockquote></p><p> C3.ai's algorithms can schedule maintenance routines, detect fraud, optimize inventories, and improve CRM (customer relationship management) systems. In short, it's a lot less controversial bet than Palantir.</p><p><blockquote>C3.ai的算法可以安排日常维护、检测欺诈、优化库存和改进CRM（客户关系管理）系统。简而言之，这是一个比Palantir争议小得多的赌注。</blockquote></p><p> <b>How fast is Palantir growing?</b></p><p><blockquote><b>Palantir的增长速度有多快？</b></blockquote></p><p> Palantir's revenue increased 47% to $1.1 billion in 2020. Its government revenue rose 77% as its commercial revenue grew 22%.</p><p><blockquote>Palantir的收入在2020年增长了47%，达到11亿美元。其政府收入增长77%，商业收入增长22%。</blockquote></p><p> It expanded its government contracts with the FDA, U.S. Army, and U.S. Air Force, and its commercial business attracted big customers including <b>Rio Tinto</b>,<b>PG&E</b>, and <b>BP</b>. Its adjusted gross and operating margins expanded, but it still posted a net loss of $1.2 billion -- compared to a loss of $580 million in 2019.</p><p><blockquote>它扩大了与FDA、美国陆军和美国的政府合同。空军，其商业业务吸引了包括<b>力拓</b>,<b>宝洁公司</b>，和<b>BP</b>.其调整后的毛利率和营业利润率有所扩大，但仍录得12亿美元的净亏损，而2019年的亏损为5.8亿美元。</blockquote></p><p> In the first quarter of 2021, Palantir's revenue rose 49% year-over-year to $341 million, with 76% growth in its government business and 19% growth in its commercial business. Its adjusted gross and operating margins expanded again, but its net loss again widened, from $54.3 million to $123.5 million. On the bright side, its adjusted EBITDA turned positive with a profit of $119.8 million -- but that excludes its stock-based compensation and a lot of \"one time\" expenses.</p><p><blockquote>2021年第一季度，Palantir的收入同比增长49%至3.41亿美元，其中政府业务增长76%，商业业务增长19%。其调整后的毛利率和营业利润率再次扩大，但净亏损再次扩大，从5430万美元扩大到1.235亿美元。好的一面是，其调整后EBITDA转为正值，利润为1.198亿美元，但这不包括其基于股票的薪酬和大量“一次性”费用。</blockquote></p><p> Wall Street expects Palantir's revenue to rise 35% this year, while the company expects its annual revenue to increase more than 30% every year through 2025. That confident outlook indicates a belief that its government business will remain stable as it gradually gains more commercial customers, but the company could remain steeped in controversy about data-gathering and deeply unprofitable for years to come.</p><p><blockquote>华尔街预计Palantir今年的收入将增长35%，而该公司预计到2025年，其年收入将每年增长30%以上。这种自信的前景表明，随着逐渐获得更多商业客户，人们相信其政府业务将保持稳定，但该公司可能仍沉浸在有关数据收集的争议中，并且在未来几年将严重无利可图。</blockquote></p><p> <b>How fast is C3.ai growing?</b></p><p><blockquote><b>C3.ai的增长有多快？</b></blockquote></p><p> C3.ai's revenue rose 17% to $183.2 million in fiscal 2021, which ended in April. That marked a significant slowdown from its 71% growth in 2020, mainly due to pandemic-related disruptions of the energy and industrial sectors.</p><p><blockquote>截至4月份的2021财年，C3.ai的收入增长了17%，达到1.832亿美元。这比2020年71%的增长显着放缓，主要是由于能源和工业部门与大流行相关的中断。</blockquote></p><p> Its average contract value also decreased from $12.1 million in 2020 to $7.2 million in 2021, even as it initiated new enterprise AI projects with big customers like <b>3M</b>,<b>Consolidated Edison</b>,<b>Shell</b>, and the New York Power Authority. But its total number of customers rose 82% to 89 at the end of the year, which indicates its business could recover quickly after the pandemic ends. It expects its revenue to increase 33% to 35% in the current fiscal year.</p><p><blockquote>其平均合同价值也从2020年的1210万美元下降到2021年的720万美元，尽管它与大客户如<b>3M</b>,<b>联合爱迪生</b>,<b>壳牌</b>和纽约电力局。但到年底，其客户总数增长了82%，达到89家，这表明疫情结束后其业务可能会迅速恢复。预计本财年收入将增长33%至35%。</blockquote></p><p> C3.ai's adjusted gross margin stayed flat in fiscal 2021 as its operating margin remained in the red, but its net loss narrowed year-over-year from $69.4 million to $55.7 million. It doesn't calculate its profits in adjusted EBITDA terms, and analysts expect it to stay unprofitable for the foreseeable future.</p><p><blockquote>由于营业利润率仍处于亏损状态，C3.ai的调整后毛利率在2021财年持平，但净亏损同比从6940万美元收窄至5570万美元。它没有以调整后的EBITDA计算利润，分析师预计在可预见的未来，它将保持无利可图。</blockquote></p><p> <b>The valuations and verdict</b></p><p><blockquote><b>估值及判决</b></blockquote></p><p></p><p> Palantir and C3.ai trade at 31 and 26 times this year's sales, respectively. Those high price-to-sales ratios indicate neither stock is cheap in this market, especially as investors rotate from growth to value stocks.</p><p><blockquote>Palantir和C3.ai的交易价格分别是今年销售额的31倍和26倍。这些高市销率表明这两只股票在这个市场上都不便宜，特别是当投资者从成长型股票转向价值型股票时。</blockquote></p><p> That said, it makes more sense to invest in the company that is more dependent on stable government customers than the one that relies heavily on the macro-sensitive energy and industrial sectors. It also makes more sense to invest in the company with superior revenue growth if both stocks are trading at comparable price-to-sales ratios.</p><p><blockquote>也就是说，投资更依赖稳定政府客户的公司比投资严重依赖宏观敏感的能源和工业部门的公司更有意义。如果两只股票的市销率相当，那么投资收入增长优异的公司也更有意义。</blockquote></p><p> Therefore, Palantir might be more controversial than C3.ai, but I believe it's the better growth play in the AI market. C3.ai's long-term prospects still look bright, but its stock remains too expensive relative to its growth.</p><p><blockquote>因此，Palantir可能比C3.ai更具争议，但我相信它是人工智能市场上更好的增长游戏。C3.ai的长期前景看起来仍然光明，但相对于其增长而言，其股票仍然过于昂贵。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir vs. C3.ai: Which Is the Better Artificial Intelligence Stock?<blockquote>Palantir与C3.ai：哪个是更好的人工智能股票？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir vs. C3.ai: Which Is the Better Artificial Intelligence Stock?<blockquote>Palantir与C3.ai：哪个是更好的人工智能股票？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-06-14 09:55</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Palantir</b> (NYSE:PLTR) and <b>C3.ai</b> (NYSE:AI) both help organizations and companies crunch data with AI-powered tools.</p><p><blockquote><b>Palantir</b>（纽约证券交易所代码：PLTR）和<b>C3.人工智能</b>（纽约证券交易所股票代码：AI）都帮助组织和公司使用人工智能工具处理数据。</blockquote></p><p> Palantir, which generates more than half its revenue from government contracts, wants its Gotham platform to become the \"default operating system for data\" across the U.S. government. Its Foundry platform provides data-mining tools to large commercial customers.</p><p><blockquote>Palantir一半以上的收入来自政府合同，它希望其Gotham平台成为美国政府的“数据默认操作系统”。其代工平台为大型商业客户提供数据挖掘工具。</blockquote></p><p> C3.ai serves a wide range of clients across the commercial, industrial, and government sectors. It generates most of its revenue from energy giants like <b>Baker Hughes</b> and <b>ENGIE</b>.</p><p><blockquote>C3.ai为商业、工业和政府部门的广泛客户提供服务。它的大部分收入来自能源巨头，例如<b>贝克休斯</b>和<b>ENGIE</b>.</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d0f7a2339e0b8de3ba56318f8cab73d4\" tg-width=\"2000\" tg-height=\"1076\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> Palantir -- which went public via a direct listing last September -- started trading at $10 per share, surged to the high $30s in February, and now trades in the mid-$20s. C3.ai went public at $42 per share via an IPO last December, opened at $100 on the first day, but now trades in the low $60s.</p><p><blockquote>Palantir去年9月通过直接上市上市，开始交易价格为每股10美元，2月份飙升至30美元的高位，目前交易价格为20美元左右。C3.ai去年12月通过IPO以每股42美元的价格上市，首日开盘价为100美元，但现在交易价格在60美元左右。</blockquote></p><p> Both stocks have underperformed the S&P 500 this year as investors have been moving from growth to value stocks, but is one of these companies a better long-term play on the booming AI market?</p><p><blockquote>随着投资者从成长型股票转向价值型股票，这两只股票今年的表现都逊于标普500，但在蓬勃发展的人工智能市场上，这些公司之一是否是更好的长期投资呢？</blockquote></p><p> <b>The differences between Palantir and C3.ai</b></p><p><blockquote><b>Palantir和C3.ai的区别</b></blockquote></p><p> Palantir, which is named after the all-seeing orbs from<i>The Lord of the Ring</i>s, helps organizations accumulate data on individuals from disparate sources, then processes it with algorithms to make data-driven decisions.</p><p><blockquote>Palantir，以全视球体命名<i>指环王</i>s，帮助组织从不同来源积累个人数据，然后用算法处理这些数据以做出数据驱动的决策。</blockquote></p><p> Palantir's biggest customer is the U.S. government, and its tools are used by the CIA, FBI, ICE, and all branches of the military. Its technology was reportedly used to hunt down Osama bin Laden in 2011, but it was also used by ICE in recent years to locate and deport undocumented immigrants.</p><p><blockquote>Palantir最大的客户是美国政府，其工具被CIA、FBI、ICE和军队的所有部门使用。据报道，它的技术在2011年被用来追捕奥萨马·本·拉登，但近年来也被ICE用来定位和驱逐无证移民。</blockquote></p><p> C3.ai initially only served energy companies before expanding into other markets. Unlike Palantir, which gathers data from external and internal sources, C3.ai mainly uses a company's internal operations.</p><p><blockquote>C3.ai最初只服务于能源公司，然后扩展到其他市场。与Palantir从外部和内部来源收集数据不同，C3.ai主要使用公司的内部运营。</blockquote></p><p> C3.ai's algorithms can schedule maintenance routines, detect fraud, optimize inventories, and improve CRM (customer relationship management) systems. In short, it's a lot less controversial bet than Palantir.</p><p><blockquote>C3.ai的算法可以安排日常维护、检测欺诈、优化库存和改进CRM（客户关系管理）系统。简而言之，这是一个比Palantir争议小得多的赌注。</blockquote></p><p> <b>How fast is Palantir growing?</b></p><p><blockquote><b>Palantir的增长速度有多快？</b></blockquote></p><p> Palantir's revenue increased 47% to $1.1 billion in 2020. Its government revenue rose 77% as its commercial revenue grew 22%.</p><p><blockquote>Palantir的收入在2020年增长了47%，达到11亿美元。其政府收入增长77%，商业收入增长22%。</blockquote></p><p> It expanded its government contracts with the FDA, U.S. Army, and U.S. Air Force, and its commercial business attracted big customers including <b>Rio Tinto</b>,<b>PG&E</b>, and <b>BP</b>. Its adjusted gross and operating margins expanded, but it still posted a net loss of $1.2 billion -- compared to a loss of $580 million in 2019.</p><p><blockquote>它扩大了与FDA、美国陆军和美国的政府合同。空军，其商业业务吸引了包括<b>力拓</b>,<b>宝洁公司</b>，和<b>BP</b>.其调整后的毛利率和营业利润率有所扩大，但仍录得12亿美元的净亏损，而2019年的亏损为5.8亿美元。</blockquote></p><p> In the first quarter of 2021, Palantir's revenue rose 49% year-over-year to $341 million, with 76% growth in its government business and 19% growth in its commercial business. Its adjusted gross and operating margins expanded again, but its net loss again widened, from $54.3 million to $123.5 million. On the bright side, its adjusted EBITDA turned positive with a profit of $119.8 million -- but that excludes its stock-based compensation and a lot of \"one time\" expenses.</p><p><blockquote>2021年第一季度，Palantir的收入同比增长49%至3.41亿美元，其中政府业务增长76%，商业业务增长19%。其调整后的毛利率和营业利润率再次扩大，但净亏损再次扩大，从5430万美元扩大到1.235亿美元。好的一面是，其调整后EBITDA转为正值，利润为1.198亿美元，但这不包括其基于股票的薪酬和大量“一次性”费用。</blockquote></p><p> Wall Street expects Palantir's revenue to rise 35% this year, while the company expects its annual revenue to increase more than 30% every year through 2025. That confident outlook indicates a belief that its government business will remain stable as it gradually gains more commercial customers, but the company could remain steeped in controversy about data-gathering and deeply unprofitable for years to come.</p><p><blockquote>华尔街预计Palantir今年的收入将增长35%，而该公司预计到2025年，其年收入将每年增长30%以上。这种自信的前景表明，随着逐渐获得更多商业客户，人们相信其政府业务将保持稳定，但该公司可能仍沉浸在有关数据收集的争议中，并且在未来几年将严重无利可图。</blockquote></p><p> <b>How fast is C3.ai growing?</b></p><p><blockquote><b>C3.ai的增长有多快？</b></blockquote></p><p> C3.ai's revenue rose 17% to $183.2 million in fiscal 2021, which ended in April. That marked a significant slowdown from its 71% growth in 2020, mainly due to pandemic-related disruptions of the energy and industrial sectors.</p><p><blockquote>截至4月份的2021财年，C3.ai的收入增长了17%，达到1.832亿美元。这比2020年71%的增长显着放缓，主要是由于能源和工业部门与大流行相关的中断。</blockquote></p><p> Its average contract value also decreased from $12.1 million in 2020 to $7.2 million in 2021, even as it initiated new enterprise AI projects with big customers like <b>3M</b>,<b>Consolidated Edison</b>,<b>Shell</b>, and the New York Power Authority. But its total number of customers rose 82% to 89 at the end of the year, which indicates its business could recover quickly after the pandemic ends. It expects its revenue to increase 33% to 35% in the current fiscal year.</p><p><blockquote>其平均合同价值也从2020年的1210万美元下降到2021年的720万美元，尽管它与大客户如<b>3M</b>,<b>联合爱迪生</b>,<b>壳牌</b>和纽约电力局。但到年底，其客户总数增长了82%，达到89家，这表明疫情结束后其业务可能会迅速恢复。预计本财年收入将增长33%至35%。</blockquote></p><p> C3.ai's adjusted gross margin stayed flat in fiscal 2021 as its operating margin remained in the red, but its net loss narrowed year-over-year from $69.4 million to $55.7 million. It doesn't calculate its profits in adjusted EBITDA terms, and analysts expect it to stay unprofitable for the foreseeable future.</p><p><blockquote>由于营业利润率仍处于亏损状态，C3.ai的调整后毛利率在2021财年持平，但净亏损同比从6940万美元收窄至5570万美元。它没有以调整后的EBITDA计算利润，分析师预计在可预见的未来，它将保持无利可图。</blockquote></p><p> <b>The valuations and verdict</b></p><p><blockquote><b>估值及判决</b></blockquote></p><p></p><p> Palantir and C3.ai trade at 31 and 26 times this year's sales, respectively. Those high price-to-sales ratios indicate neither stock is cheap in this market, especially as investors rotate from growth to value stocks.</p><p><blockquote>Palantir和C3.ai的交易价格分别是今年销售额的31倍和26倍。这些高市销率表明这两只股票在这个市场上都不便宜，特别是当投资者从成长型股票转向价值型股票时。</blockquote></p><p> That said, it makes more sense to invest in the company that is more dependent on stable government customers than the one that relies heavily on the macro-sensitive energy and industrial sectors. It also makes more sense to invest in the company with superior revenue growth if both stocks are trading at comparable price-to-sales ratios.</p><p><blockquote>也就是说，投资更依赖稳定政府客户的公司比投资严重依赖宏观敏感的能源和工业部门的公司更有意义。如果两只股票的市销率相当，那么投资收入增长优异的公司也更有意义。</blockquote></p><p> Therefore, Palantir might be more controversial than C3.ai, but I believe it's the better growth play in the AI market. C3.ai's long-term prospects still look bright, but its stock remains too expensive relative to its growth.</p><p><blockquote>因此，Palantir可能比C3.ai更具争议，但我相信它是人工智能市场上更好的增长游戏。C3.ai的长期前景看起来仍然光明，但相对于其增长而言，其股票仍然过于昂贵。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/06/13/palantir-vs-c3ai-which-is-the-better-artificial-in/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AI":"C3.ai, Inc.","PLTR":"Palantir Technologies Inc."},"source_url":"https://www.fool.com/investing/2021/06/13/palantir-vs-c3ai-which-is-the-better-artificial-in/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180874867","content_text":"Palantir (NYSE:PLTR) and C3.ai (NYSE:AI) both help organizations and companies crunch data with AI-powered tools.\nPalantir, which generates more than half its revenue from government contracts, wants its Gotham platform to become the \"default operating system for data\" across the U.S. government. Its Foundry platform provides data-mining tools to large commercial customers.\nC3.ai serves a wide range of clients across the commercial, industrial, and government sectors. It generates most of its revenue from energy giants like Baker Hughes and ENGIE.\nIMAGE SOURCE: GETTY IMAGES.\nPalantir -- which went public via a direct listing last September -- started trading at $10 per share, surged to the high $30s in February, and now trades in the mid-$20s. C3.ai went public at $42 per share via an IPO last December, opened at $100 on the first day, but now trades in the low $60s.\nBoth stocks have underperformed the S&P 500 this year as investors have been moving from growth to value stocks, but is one of these companies a better long-term play on the booming AI market?\nThe differences between Palantir and C3.ai\nPalantir, which is named after the all-seeing orbs fromThe Lord of the Rings, helps organizations accumulate data on individuals from disparate sources, then processes it with algorithms to make data-driven decisions.\nPalantir's biggest customer is the U.S. government, and its tools are used by the CIA, FBI, ICE, and all branches of the military. Its technology was reportedly used to hunt down Osama bin Laden in 2011, but it was also used by ICE in recent years to locate and deport undocumented immigrants.\nC3.ai initially only served energy companies before expanding into other markets. Unlike Palantir, which gathers data from external and internal sources, C3.ai mainly uses a company's internal operations.\nC3.ai's algorithms can schedule maintenance routines, detect fraud, optimize inventories, and improve CRM (customer relationship management) systems. In short, it's a lot less controversial bet than Palantir.\nHow fast is Palantir growing?\nPalantir's revenue increased 47% to $1.1 billion in 2020. Its government revenue rose 77% as its commercial revenue grew 22%.\nIt expanded its government contracts with the FDA, U.S. Army, and U.S. Air Force, and its commercial business attracted big customers including Rio Tinto,PG&E, and BP. Its adjusted gross and operating margins expanded, but it still posted a net loss of $1.2 billion -- compared to a loss of $580 million in 2019.\nIn the first quarter of 2021, Palantir's revenue rose 49% year-over-year to $341 million, with 76% growth in its government business and 19% growth in its commercial business. Its adjusted gross and operating margins expanded again, but its net loss again widened, from $54.3 million to $123.5 million. On the bright side, its adjusted EBITDA turned positive with a profit of $119.8 million -- but that excludes its stock-based compensation and a lot of \"one time\" expenses.\nWall Street expects Palantir's revenue to rise 35% this year, while the company expects its annual revenue to increase more than 30% every year through 2025. That confident outlook indicates a belief that its government business will remain stable as it gradually gains more commercial customers, but the company could remain steeped in controversy about data-gathering and deeply unprofitable for years to come.\nHow fast is C3.ai growing?\nC3.ai's revenue rose 17% to $183.2 million in fiscal 2021, which ended in April. That marked a significant slowdown from its 71% growth in 2020, mainly due to pandemic-related disruptions of the energy and industrial sectors.\nIts average contract value also decreased from $12.1 million in 2020 to $7.2 million in 2021, even as it initiated new enterprise AI projects with big customers like 3M,Consolidated Edison,Shell, and the New York Power Authority. But its total number of customers rose 82% to 89 at the end of the year, which indicates its business could recover quickly after the pandemic ends. It expects its revenue to increase 33% to 35% in the current fiscal year.\nC3.ai's adjusted gross margin stayed flat in fiscal 2021 as its operating margin remained in the red, but its net loss narrowed year-over-year from $69.4 million to $55.7 million. It doesn't calculate its profits in adjusted EBITDA terms, and analysts expect it to stay unprofitable for the foreseeable future.\nThe valuations and verdict\nPalantir and C3.ai trade at 31 and 26 times this year's sales, respectively. Those high price-to-sales ratios indicate neither stock is cheap in this market, especially as investors rotate from growth to value stocks.\nThat said, it makes more sense to invest in the company that is more dependent on stable government customers than the one that relies heavily on the macro-sensitive energy and industrial sectors. It also makes more sense to invest in the company with superior revenue growth if both stocks are trading at comparable price-to-sales ratios.\nTherefore, Palantir might be more controversial than C3.ai, but I believe it's the better growth play in the AI market. C3.ai's long-term prospects still look bright, but its stock remains too expensive relative to its growth.","news_type":1,"symbols_score_info":{"AI":0.9,"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":341,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/185119003"}
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