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 2026-05-07.
The Boeing Company · Industrials
$231.28
+45.0% upside to fair value
Grade C
VS
Palantir Technologies Inc. · Technology
$133.79
-41.7% upside to fair value
Grade C
High Quality
QuantHub Verdict
BA has more upside to fair value
(+45.0%).
BA trades at a lower forward P/E
(83.4x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
BA |
PLTR |
| Current Price |
$231.28 |
$133.79 |
| Fair Value Estimate |
$335.36 |
$78.04 |
| Upside to Fair Value |
+45.0%
|
-41.7%
|
| Market Cap |
$181.8B |
$306.6B |
| Forward P/E |
83.4x
|
140.4x
|
| EV / EBITDA |
30.8x
|
151.4x
|
| Price / Sales |
2.0x
|
58.7x
|
| Price / FCF |
776.7x
|
114.0x
|
| Revenue Growth YoY |
+14.0%
|
+84.7%
|
| Gross Margin |
4.8%
|
84.1%
|
| Operating Margin |
-5.9%
|
38.1%
|
| Return on Equity |
-8723.1%
|
32.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.13%
|
0.88%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
The Boeing Company is a leading global aerospace and defense firm operating across commercial airplanes, defense, space and security, and global services segments. Despite a challenging operating margin of negative 5.9% and a high trailing P/E of 83.43, Boeing is currently fairly valued with a fair value estimate of $422.56, implying an 82.7% upside from the current price of $231.28. The company …
Palantir Technologies Inc. is a high-growth enterprise software company specializing in data analytics and intelligence platforms for government and commercial clients. The company benefits from a durable competitive moat through its established government contracts, proprietary platforms Gotham and Foundry, and expanding commercial footprint. Palantir's revenue grew 84.7% year-over-year in the m…
Accumulation Zones
| Metric |
BA |
PLTR |
| Zone Low |
$251.52 |
$58.53 |
| Zone High |
$285.06 |
$66.33 |
| In Buy Zone? |
Yes
|
No
|