CAT vs PLTR: Which Is the Better Buy?
Side-by-side comparison of Caterpillar Inc. and Palantir Technologies Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
Caterpillar Inc. · Industrials
$808.99
-2.2% upside to fair value
Med Conviction
Grade C
High Quality
VS
Palantir Technologies Inc. · Technology
$189.67
+2.4% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
PLTR has more upside to fair value
(+2.4%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CAT |
PLTR |
| Current Price |
$808.99 |
$189.67 |
| Fair Value Estimate |
$790.88 |
$194.30 |
| Upside to Fair Value |
-2.2%
|
+2.4%
|
| Market Cap |
$372.6B |
$435.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
23.6x
|
139.9x
|
| Price / Sales |
5.0x
|
70.7x
|
| Price / FCF |
41.4x
|
135.3x
|
| Revenue Growth YoY |
+24.0%
|
+92.8%
|
| Gross Margin |
33.9%
|
84.8%
|
| Operating Margin |
17.5%
|
42.8%
|
| Return on Equity |
54.1%
|
37.5%
|
| Dividend Yield |
0.76% |
0% |
| FCF Yield |
2.41%
|
0.74%
|
| Analyst Consensus |
Buy
|
Hold
|
Investment Thesis
Caterpillar is the world's premier manufacturer of heavy construction and mining equipment, diesel and natural gas power units, and industrial gas turbines, organized across Construction Industries, Resource Industries, Energy & Transportation, and Financial Products, with 118,000 employees and a century-old brand. Business quality is high: return on equity of 54.1%, TTM operating margin of 17.5%…
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 |
CAT |
PLTR |
| Zone Low |
$593.16 |
$145.73 |
| Zone High |
$672.25 |
$165.16 |
| In Buy Zone? |
No
|
No
|