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Palantir Dominates UiPath in AI Market Expansion, Investors Reap Rewards
11 Nov
Summary
- Palantir's revenue grew 27% CAGR from 2020 to 2024, reaching $2.9B
- Palantir achieved GAAP profitability in 2023, while UiPath expects it in 2026
- Palantir's stock soared over 340% since last October, outpacing UiPath's 13% rise
Palantir (PLTR) and UiPath (PATH) are both well-positioned to profit from the booming artificial intelligence (AI) market. As of November 11, 2025, Palantir has emerged as the frontrunner, outperforming UiPath in key metrics.
Palantir's revenue grew at a compound annual rate of 27% from 2020 to 2024, reaching $2.9 billion last year. The company also achieved profitability on a generally accepted accounting principles (GAAP) basis in 2023, while UiPath is expected to generate its first GAAP profit in fiscal 2026. Palantir's strong financial performance has been reflected in its stock price, which has soared more than 340% since last October, far outpacing UiPath's 13% rise.
The two companies have distinct business models. Palantir aggregates and analyzes large amounts of data for government agencies and large companies, while UiPath develops software robots to automate repetitive tasks across organizations. Despite the differences, both are capitalizing on the growing demand for AI-powered solutions. Palantir's battle-hardened reputation in the government sector has helped it secure more commercial customers for its Foundry platform, while UiPath continues to solidify its position as the world's largest robotic process automation (RPA) company.
