COST vs PLTR: Which Is the Better Buy?
Side-by-side comparison of Costco Wholesale Corporation and Palantir Technologies Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-07.
Costco Wholesale Corporation · Consumer Defensive
$999.89
-20.7% 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
COST has more upside to fair value
(-20.7%).
COST trades at a lower forward P/E
(51.9x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
COST |
PLTR |
| Current Price |
$999.89 |
$133.79 |
| Fair Value Estimate |
$793.02 |
$78.04 |
| Upside to Fair Value |
-20.7%
|
-41.7%
|
| Market Cap |
$443.6B |
$306.6B |
| Forward P/E |
51.9x
|
140.4x
|
| EV / EBITDA |
30.9x
|
151.4x
|
| Price / Sales |
1.6x
|
58.7x
|
| Price / FCF |
48.8x
|
114.0x
|
| Revenue Growth YoY |
+9.2%
|
+84.7%
|
| Gross Margin |
12.9%
|
84.1%
|
| Operating Margin |
3.8%
|
38.1%
|
| Return on Equity |
28.8%
|
32.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.05%
|
0.88%
|
| Analyst Consensus |
Buy
|
Buy
|
Investment Thesis
Costco Wholesale Corporation operates a global membership-based warehouse club model that leverages scale, low costs, and superior employee retention to deliver consistent revenue and earnings growth. The company reported $269.9 billion in net sales for fiscal 2025 with an 8% year-over-year increase, driven by strong segments in Foods and Sundries and membership fees exceeding $5.65 billion in th…
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 |
COST |
PLTR |
| Zone Low |
$594.76 |
$58.53 |
| Zone High |
$674.07 |
$66.33 |
| In Buy Zone? |
No
|
No
|