Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
PL
Strong SellSinkerPlanet Labs PBC · Industrials · United States · $7.1B · Avg Vol: $141M/d
COMPANY DESCRIPTION
Planet Labs PBC designs, builds, and operates the world's largest constellation of Earth-imaging satellites, capturing daily high-resolution imagery of the entire global landmass. The company's competitive moat is its proprietary, multi-year archive of global imagery, which is virtually impossible for competitors to replicate retroactively. This unique dataset, combined with AI-driven geospatial analytics, serves commercial, governmental, and agricultural clients under highly recurring subscription models.
FINANCIAL SUMMARY (USD)
| Year | 2023 | 2024 | 2025 | 2026 | CAGR | TTM | 2027E | 2028E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 191.3M | 220.7M | 244.4M | 307.7M | 17.2% | 378.3M | 436.2M | 572.5M | 36.4% |
| EPS | -0.61 | -0.50 | -0.42 | -0.80 | — | -1.10 | — | — | — |
| Shares | 271.8M | 289.3M | 300.1M | 335.3M | +23.4% | 340.4M | — | — | — |
| Debt | 22.0M | 24.9M | 21.6M | 462.5M | 175.9% | 498.6M | — | — | — |
| Equity | 576.1M | 518.0M | 441.3M | 188.4M | -31.1% | — | — | — | — |
| Op CF | -73.9M | -50.7M | -14.4M | 134.4M | — | 117.6M | — | — | — |
| Inv CF | -242.3M | -33.6M | 57.9M | -393.1M | — | — | — | — | — |
| Fin CF | 7.9M | -1.6M | -15.5M | 357.1M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of PL are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| PL | Planet Labs PBC(you) | $7.1B | 7 | Strong Sell |
| AVAV | AeroVironment, Inc. | $7.5B | 6 | Strong Sell |
| BETA | BETA Technologies, Inc. | $4.9B | 5 | Strong Sell |
| KRMN | Karman Holdings Inc. | $6.0B | 14 | Strong Sell |
| KTOS | Kratos Defense & Security Solutions, Inc. | $9.8B | 11 | Strong Sell |
| ACHR | Archer Aviation Inc. | $4.4B | 9 | Strong Sell |
| FLY | Firefly Aerospace Inc. | $3.6B | 5 | Strong Sell |
| MRCY | Mercury Systems, Inc. | $5.3B | 24 | Sell |
| LOAR | Loar Holdings Inc. | $6.7B | 30 | Sell |
| LUNR | Intuitive Machines, Inc. | $2.5B | 2 | Strong Sell |
Peer medians: ROE 8.8% · P/E 27.5x · Gross margin 29.2%