Planet Labs PBC (PL) Fair Value & Analysis
Industrials · US · Market cap $8.0B
Planet Labs PBC
PL · US
Fair value as of: Aug 7, 2026
From 7 valuation models · updated 3 days ago
Share price −13.8% over the past month.
Below-average quality, and screening another 96% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case ($1.46). The favourable scenario is already priced in.
- Weak quality (31/100) and above fair value at the same time, the margin of safety is missing on both counts.
- The model range is unusually wide ($0.4700 to $1.46). The outcome hinges heavily on assumptions, so read the point estimate with caution.
- The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 7, 2026.
How to read this chart
60‑month range $1.69 – $51.40 · fair‑value band $0.4700 – $1.46 · the $23.93 price screens above the $0.9700 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 7, 2026.
Analysis
Planet Labs PBC (PL) currently trades at $23.93, while our model-based Fair Value estimate is $0.9700, implying the stock looks roughly 96.0% overvalued today. The Quality Score stands at 31/100 (below-average quality), in the Industrials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: low).
Trailing-twelve-month revenue stands at $336M. Revenue grew 42.1% year over year. It earns a return on equity of -84.0%. Net debt stands at $232M. Fundamentals as of Aug 7, 2026
Our scenario range runs from $0.4700 (bear case) to $1.46 (bull case); at $23.93, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 54% below its 52-week high and 388% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at -59% fair-value upside, at -96%, PL screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 7 models by family
Widest divergence: DCF Models ($2.71) versus Asset-Based ($0.3800). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 7, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 37 · Market factors (momentum, volatility) 39
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Planet Labs PBC engages in the design, construction, and launch of constellations of satellites with the intent of providing high-cadence geospatial data delivered to customers through an online platform in the United States and internationally.
Full company description
Planet Labs PBC engages in the design, construction, and launch of constellations of satellites with the intent of providing high-cadence geospatial data delivered to customers through an online platform in the United States and internationally. The company offers SuperDove satellites to create an always-online scanner for the planet, with the goal of imaging the Earth every day at a ground sampling distance (GSD) resolution of up to 3.5 meters. This combines planet monitoring with other scientific-grade radiometric data from public satellite data programs; and SkySat and Pelican satellites to capture a specified location several times per day, achieving a GSD resolution of up to 50 centimeters after processing, powered by an application programming interface. It also provides Tanager, a hyperspectral imaging satellite that delivers full-spectrum imagery across the visible and shortwave infrared regions, and the Earth Observation platform, which enables customers and partners to access, analyze, and act on its proprietary data catalog by discovering image tasking capacity, relevant data layers, extracting useful information, and delivering insights through custom-built solutions or GIS workflows via APIs and browser-based applications. In addition, the company's satellite services arrangements include designing and manufacturing customer-owned satellites, mission systems engineering, launch procurement, ground station infrastructure, satellite operations, and maintenance, as well as dedicated image tasking capacity on company-owned or customer-owned satellites. It serves agriculture, mapping, energy, forestry, finance, and insurance companies, as well as government agencies. Planet Labs PBC was founded in 2010 and is headquartered in San Francisco, California.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2022 – FY2026 · reported fiscal years
Planet Labs PBC reported revenue of $308M in FY2026 versus $131M in FY2022, a compound +23.8%/yr. Reported net income was −$247M in FY2026.
PL screens 96% overvalued. Compare with General Electric Company →
Earlier news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Planet Labs Co-Founder Sells 89,593 Shares for $2.3 Million -- Should Investors Take Note?
- Planet Labs CEO Sells Company Shares Worth $5.2 Million. Here's What That Means for Investors.
- Planet Labs (PL) Down 12% Over the Past Month, Wedbush Initiates the Stock With a Buy Rating
- Planet Labs PBC Shareholders Back Directors, KPMG and Pay Plan at Annual Meeting
Peer Group
Aerospace & Defense · 226 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Aerospace & Defense median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Insider activity: 44/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Aerospace & Defense stocks, each showing price versus our Fair Value estimate (as of Aug 7, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| General Electric Company GE | $381.22 | $116.71 | -69% |
| RTX Corporation RTX | $195.93 | $88.37 | -55% |
| Airbus SE 1AIR | €213.25 | €86.20 | -60% |
| The Boeing Company BA | $217.11 | $48.20 | -78% |
| China CSSC Holdings 600150 | ¥34.31 | ¥21.90 | -36% |
| HD Hyundai Heavy Industries Co 329180 | 466,000 KRW | 272,966 KRW | -41% |
| Hanwha Aerospace Co 012450 | 967,000 KRW | 573,468 KRW | -41% |
| ASELSAN Elektronik Sanayi ve Ticaret Anonim Sirketi ASELS | 337.50 TRY | 130.70 TRY | -61% |
| Saab AB SAABB | kr 520.40 | kr 212.84 | -59% |
| Kongsberg Gruppen ASA KOG | kr 277.50 | kr 106.93 | -61% |
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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