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 2026-05-13.
Caterpillar Inc. · Industrials
$912.14
-47.9% upside to fair value
Grade D
High Quality
VS
Palantir Technologies Inc. · Technology
$133.79
-41.7% upside to fair value
Grade C
High Quality
QuantHub Verdict
PLTR has more upside to fair value
(-41.7%).
CAT trades at a lower forward P/E
(44.9x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CAT |
PLTR |
| Current Price |
$912.14 |
$133.79 |
| Fair Value Estimate |
$475.00 |
$78.04 |
| Upside to Fair Value |
-47.9%
|
-41.7%
|
| Market Cap |
$420.2B |
$306.6B |
| Forward P/E |
44.9x
|
140.4x
|
| EV / EBITDA |
30.0x
|
151.4x
|
| Price / Sales |
5.9x
|
58.7x
|
| Price / FCF |
36.7x
|
114.0x
|
| Revenue Growth YoY |
+22.2%
|
+84.7%
|
| Gross Margin |
32.5%
|
84.1%
|
| Operating Margin |
16.6%
|
38.1%
|
| Return on Equity |
47.5%
|
32.2%
|
| Dividend Yield |
1.5% |
0% |
| FCF Yield |
2.73%
|
0.88%
|
| Analyst Consensus |
Hold
|
Buy
|
Investment Thesis
Caterpillar is the world's leading manufacturer of construction and mining equipment, with diversified revenue across Construction Industries, Resource Industries, Energy & Transportation, and Cat Financial. Q1 2026 results reported April 30 showed revenue of $17.4 billion (+22.2% YoY) and EPS of $5.50 (+30.3% YoY), driven by powerful demand from data center build-outs (large engine and power gen…
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 |
CAT |
PLTR |
| Zone Low |
$356.00 |
$58.53 |
| Zone High |
$404.00 |
$66.33 |
| In Buy Zone? |
No
|
No
|