Palantir Technologies management check
PLTR · Information Technology · Application Software · CEO Mr. Karp
Filings as of
5 good · 1 to watch · 1 flagged, across the seven questions below.
- Good
Have owners done well?
Beat its chosen peers$100 invested at the start of fiscal 2021 grew to $755, against $258 for the peer group the company picked itself.
- Good
Does pay follow performance?
Pay rose and fell with returnsOver 5 years, the CEO's pay actually paid (equity valued at the share price) had a correlation of 0.96 with shareholder return. 1 means pay moved in step; below 0, the opposite way.
- Good
What does the CEO cost owners?
0.5% of net income$8.6m of reported pay in fiscal 2025, against $1.6bn of net income.
- Watch
Do they own the stock?
Insiders are selling9 insiders sold $263.3m in the last six months and none bought. 70 of 95 sales ran on pre-arranged 10b5-1 plans.
- Flag
Are owners being diluted?
Share count growingDiluted shares changed +5.7% a year over the last three fiscal years. Stock-based pay was 15.3% of revenue in the latest year.
- Good
Is leadership stable?
1 leadership filings in 3 yearsCEO in the pay table: Mr. Karp. 1 filings under 8-K item 5.02 (officers or directors leaving or joining, or new pay arrangements) in the last 3 years.
- Good
Are the books clean?
No red flags on fileNo restatements, auditor changes or late filings since 2021.
Against the S&P 500
Each check's score (0–100) and how it compares: the share of ranked S&P 500 companies it matches or beats, and the median in Information Technology.
| Check | Score | At or above | Sector median |
|---|---|---|---|
| Owner returns | 100 | 33 | |
| Pay for performance | 98 | 87 | |
| CEO cost | 73 | 35 | |
| Skin in the game | — | — | 47 |
| Dilution | 0 | 56 | |
| Stable leadership | 100 | 85 | |
| Clean books | 100 | 100 |
Closest peers
Others in Application Software, by management score. Palantir Technologies is 11th of 73 in its sector.
- 72PLTRPalantir Technologies78
- 186FICOFair Isaac70
- 202CRMSalesforce68
- 264ADBEAdobe Inc.64
- 343DDOGDatadog59
- 350INTUIntuit58
- 405TYLTyler Technologies52
- 430ORCLOracle Corporation49
- 445CDNSCadence Design Systems47
- 456ADSKAutodesk44
Pay versus performance
From the proxy statement filed April 24, 2026. "Actually paid" values stock awards at the share price, so it rises and falls with the stock.
| Fiscal year | CEO | CEO pay | Actually paid | Other executives (avg) | $100 became | Peers | Net income |
|---|---|---|---|---|---|---|---|
| 2025 | Mr. Karp | $8.6m | $11.1bn | $14.5m | $755 | $258 | $1.6bn |
| 2024 | — | $4.6m | $6.8bn | $6.3m | $321 | $208 | $462.2m |
| 2023 | — | $3.5m | $1.1bn | $1.8m | $73 | $152 | $209.8m |
| 2022 | — | $5.5m | −$1.7bn | $542k | $27 | $97 | −$373.7m |
| 2021 | — | $4.5m | −$894.1m | $892k | $77 | $135 | −$520.4m |
Insiders and the CEO's stake
9 insiders sold $263.3m in the last six months and none bought. 70 of 95 sales ran on pre-arranged 10b5-1 plans.
- SoldAlexander C. KarpSee Remarks$140.2mAug 20, 2026
- SoldShyam SankarSee Remarks$52.0mAug 6, 2026
- SoldStephen Andrew CohenSee Remarks$43.5mMay 20, 2026
- SoldAlexander D. MooreDirector · 10b5-1 plan$15.1mOct 15, 2026
Leadership and governance on file
- Feb 28, 2025Leadership change8-K 5.02
- Feb 2, 2023Leadership change8-K 5.02
Latest shareholder vote results: Jun 9, 2026, including the say-on-pay vote.
Where the money went
Over 2021–2025: $139.2m returned to owners in buybacks and dividends, 10% of net income, and $3.2bn of pay in stock.
| Fiscal year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $1.5bn | $1.9bn | $2.2bn | $2.9bn | $4.5bn |
| Net income | −$520.4m | −$373.7m | $209.8m | $462.2m | $1.6bn |
| Stock-based pay | $778.2m | $564.8m | $475.9m | $691.6m | $684.0m |
| Buybacks | $0 | $0 | $0 | $64.2m | $75.0m |
| Dividends | — | — | — | — | — |
| Diluted shares | 1924m | 2064m | 2298m | 2451m | 2565m |
Educational only, not investment advice. Figures are as filed with the SEC: pay from the proxy's pay-versus-performance table, capital allocation from 10-K XBRL data, insider trades from Form 4s over the last six months, events from the last 5 years of filings. The peer group is the one the company chose. See the method.