Key takeaways
- Monday.com's revenue jumped 26.7% to nearly $1.2 billion, but Palantir's valuation premium raises a sharper question about which stock fits a 2027 portfolio.
- Note that stock-based compensation (SBC) represented 53.1% of operating cash flow, which inflates reported cash generation since SBC is a non-cash expense added back in the cash flow statement.
- Because its top three customers accounted for nearly 16% of revenue in 2025, customer concentration adds a layer of risk to the business.
monday.com offers a highly flexible work management platform with expanding profitability and strong revenue growth. Palantir Technologies dominates the enterprise AI and government sectors with high margins and significant cash flow.
See the latest quote, chart and news for PLTR.
