AMZN vs PLTR: Which Is the Better Buy?
Side-by-side comparison of Amazon.com, Inc. and Palantir Technologies Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
Amazon.com, Inc. · Consumer Cyclical
$251.19
+18.5% upside to fair value
Med Conviction
Grade B
High Quality
VS
Palantir Technologies Inc. · Technology
$189.67
+2.4% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
AMZN has more upside to fair value
(+18.5%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMZN |
PLTR |
| Current Price |
$251.19 |
$189.67 |
| Fair Value Estimate |
$297.67 |
$194.30 |
| Upside to Fair Value |
+18.5%
|
+2.4%
|
| Market Cap |
$2,702.1B |
$435.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
11.2x
|
139.9x
|
| Price / Sales |
3.5x
|
70.7x
|
| Price / FCF |
—
|
135.3x
|
| Revenue Growth YoY |
+19.6%
|
+92.8%
|
| Gross Margin |
50.8%
|
84.8%
|
| Operating Margin |
12.1%
|
42.8%
|
| Return on Equity |
30.5%
|
37.5%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
—
|
0.74%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
Amazon.com operates a vast global retail enterprise spanning online and physical stores, third-party seller services, advertising, subscription offerings, and Amazon Web Services, the world's largest cloud infrastructure provider. The business quality is high: trailing-twelve-month gross margin of 50.8%, operating margin of 12.1%, and net margin of 17.4% reflect a durable mix shift toward high-ma…
Palantir Technologies Inc. is a software infrastructure company founded in 2003 and headquartered in Denver that builds and deploys Gotham for intelligence and defense workflows, Foundry as a central data operating system for enterprises, Apollo for software delivery across environments, and its Artificial Intelligence Platform (AIP) for unified access to open-source, self-hosted, and commercial …
Accumulation Zones
| Metric |
AMZN |
PLTR |
| Zone Low |
$223.25 |
$145.73 |
| Zone High |
$253.02 |
$165.16 |
| In Buy Zone? |
Yes
|
No
|