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 2026-07-07.
The Boeing Company · Industrials
$234.54
+45.0% upside to fair value
Grade C
VS
Palantir Technologies Inc. · Technology
$128.47
-41.4% 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
(96.9x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
BA |
PLTR |
| Current Price |
$234.54 |
$128.47 |
| Fair Value Estimate |
$340.08 |
$75.23 |
| Upside to Fair Value |
+45.0%
|
-41.4%
|
| Market Cap |
$184.9B |
$295.0B |
| Forward P/E |
96.9x
|
133.8x
|
| EV / EBITDA |
30.4x
|
124.7x
|
| Price / Sales |
2.0x
|
56.5x
|
| Price / FCF |
-177.6x
|
109.7x
|
| 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 |
—
|
0.91%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
The Boeing Company operates in the Industrials sector within the Aerospace & Defense industry, manufacturing commercial jetliners, defense, space, and security systems. Despite a challenging operating margin of -5.9% and a negative free cash flow per share of -2.46, Boeing shows strong recent earnings growth of 89.2% and revenue growth of 14.0% in the most recent quarter, signaling a potential re…
Palantir Technologies Inc. is a software infrastructure company specializing in data analytics platforms primarily serving government and commercial clients. The company benefits from a durable competitive moat in government and select commercial verticals, driven by long-tenured founder leadership and high insider ownership. Palantir exhibits very strong recent growth with revenue up approximate…
Accumulation Zones
| Metric |
BA |
PLTR |
| Zone Low |
$255.06 |
$56.42 |
| Zone High |
$289.07 |
$63.95 |
| In Buy Zone? |
Yes
|
No
|