| Stage | CSCO | % of rev | PLTR | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $17.3B | 100.00% | $2.3B | 100.00% | CSCO ×7.46 |
| Gross profit | $11.1B | 64.13% | $1.9B | 83.43% | PLTR +19.3pp |
| Operating income | $4.3B | 24.72% | $1.1B | 46.89% | PLTR +22.2pp |
| Pre-tax income | $4.9B | 28.59% | $1.1B | 49.62% | PLTR +21.0pp |
| Net income | $3.9B | 22.37% | $1.1B | 49.04% | PLTR +26.7pp |
| Stage | CSCO | PLTR | Gap · A − B |
|---|---|---|---|
| Revenue | $17.3B100.00% | $2.3B100.00% | CSCO ×7.46 |
| Gross profit | 64.13%$11.1B | 83.43%$1.9B | PLTR +19.3pp |
| Operating income | 24.72%$4.3B | 46.89%$1.1B | PLTR +22.2pp |
| Pre-tax income | 28.59%$4.9B | 49.62%$1.1B | PLTR +21.0pp |
| Net income |
| 22.37%$3.9B |
| 49.04%$1.1B |
| PLTR +26.7pp |
No shared counterparties.