BA vs PLTR: Which Is the Better Buy?
Side-by-side comparison of The Boeing Company and Palantir Technologies Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-16.
The Boeing Company · Industrials
$217.63
+19.5% upside to fair value
Grade C
VS
Palantir Technologies Inc. · Technology
$142.76
-24.3% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
BA has more upside to fair value
(+19.5%).
BA trades at a lower forward P/E
(74.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
BA |
PLTR |
| Current Price |
$217.63 |
$142.76 |
| Fair Value Estimate |
$260.00 |
$108.00 |
| Upside to Fair Value |
+19.5%
|
-24.3%
|
| Market Cap |
$170.9B |
$327.1B |
| Forward P/E |
74.0x
|
209.7x
|
| EV / EBITDA |
28.4x
|
—
|
| Price / Sales |
1.9x
|
73.1x
|
| Price / FCF |
-88.2x
|
155.7x
|
| Revenue Growth YoY |
+34.5%
|
+19.1%
|
| Gross Margin |
4.8%
|
82.4%
|
| Operating Margin |
-6.1%
|
31.6%
|
| Return on Equity |
41.0%
|
25.7%
|
| Dividend Yield |
0.2% |
— |
| FCF Yield |
-1.1%
|
0.6%
|
| Analyst Consensus |
Buy
|
Buy
|
Investment Thesis
The Boeing Company is the world's largest aerospace manufacturer operating across commercial airplanes, defense and space, global services, and Boeing Capital. After years of losses stemming from the 737 MAX crisis, production disruptions, and regulatory setbacks, Boeing posted its first profitable year in 2025 with net income of $2.2 billion on revenue of $89.5 billion, a 34.5% revenue increase …
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 |
BA |
PLTR |
| Zone Low |
$195.00 |
$81.00 |
| Zone High |
$221.00 |
$92.00 |
| In Buy Zone? |
Yes
|
No
|