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 2026-04-16.
Amazon.com, Inc. · Consumer Cyclical
$238.12
+59.3% upside to fair value
Grade B
High Quality
VS
Palantir Technologies Inc. · Technology
$142.76
-24.3% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
AMZN has more upside to fair value
(+59.3%).
AMZN trades at a lower forward P/E
(32.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMZN |
PLTR |
| Current Price |
$238.12 |
$142.76 |
| Fair Value Estimate |
$379.40 |
$108.00 |
| Upside to Fair Value |
+59.3%
|
-24.3%
|
| Market Cap |
$2,556.2B |
$327.1B |
| Forward P/E |
32.8x
|
209.7x
|
| EV / EBITDA |
15.9x
|
—
|
| Price / Sales |
3.6x
|
73.1x
|
| Price / FCF |
332.2x
|
155.7x
|
| Revenue Growth YoY |
+18.4%
|
+19.1%
|
| Gross Margin |
50.3%
|
82.4%
|
| Operating Margin |
11.2%
|
31.6%
|
| Return on Equity |
21.9%
|
25.7%
|
| Dividend Yield |
0% |
— |
| FCF Yield |
0.3%
|
0.6%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Amazon.com, Inc. operates as the world's largest e-commerce and cloud computing company, with a diversified revenue base spanning online retail, third-party seller services, AWS cloud, advertising, and subscription services. The business quality is high due to its durable competitive moats including AWS's leadership in cloud infrastructure and Amazon's dominant e-commerce platform. Despite strong…
Palantir Technologies develops data analytics and AI software platforms like Gotham and Foundry for government and commercial clients. The business excels with high margins (gross 82.4%, net 36.3%), accelerating growth (Q4 FY2025 revenue up 70% YoY to $1.41B, 2026 guidance $7.19B implying 61% growth), and strong moats in defense and enterprise AI, but trades expensively at 73x P/S versus 5-year m…
Accumulation Zones
| Metric |
AMZN |
PLTR |
| Zone Low |
$284.55 |
$81.00 |
| Zone High |
$322.49 |
$92.00 |
| In Buy Zone? |
Yes
|
No
|