Palantir vs Shield AI: Revenue, Efficiency & Valuation

Compare Palantir and Shield AI on ARR per employee, revenue, headcount, valuation, funding, category rank, and source evidence.

Metric differences

Palantir produces $1.7M ARR per employee versus $338K for Shield AI, a directional gap of $1.4M per employee.

CompanyARR/employeeARREmployeesValuationFunding
Palantir$1.7M$7.7B4,429$180BPublic (NYSE: PLTR)
Shield AI$338K$540M1,600$12.7B$1.5B Series G + $500M Blackstone preferred at $12.7B (Mar 2026)

Company summaries

Palantir

Palantir is a data analytics and AI platform serving defense, intelligence agencies, and commercial enterprises with products for data integration, operational planning, and AI-assisted decision-making. The company's government platforms (Gotham and Apollo) are used by the US military and intelligence community for mission planning, threat analysis, and logistics optimization. Palantir's commercial platform (Foundry) and its newer AIP product bring the same data integration and AI capabilities to enterprises in healthcare, energy, manufacturing, and financial services. As a publicly traded company valued at over $150B, Palantir has become the benchmark for enterprise AI deployment in high-stakes, data-complex environments.

Shield AI

Shield AI develops autonomous AI systems for defense, building AI pilots for drones and fighter jets that enable autonomous flight in GPS-denied and contested environments without remote operators. The company serves the US Department of Defense and allied militaries that need unmanned systems capable of operating independently in communications-degraded battlefields. Shield AI's Hivemind autonomy stack powers multiple aircraft platforms including the V-BAT vertical takeoff drone and is being adapted for fighter aircraft through its Mosaic AI pilot program. The company has become one of the highest-valued defense AI startups, competing for contracts in the Pentagon's push toward autonomous drone swarms and collaborative combat aircraft.

Evidence and next steps