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 2026-07-08.
Costco Wholesale Corporation · Consumer Defensive
$947.50
-1.4% upside to fair value
Grade C High Quality
VS
Palantir Technologies Inc. · Technology
$128.47
-41.4% upside to fair value
Grade C High Quality
QuantHub Verdict
COST has more upside to fair value (-1.4%). COST trades at a lower forward P/E (47.6x). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric COST PLTR
Current Price $947.50 $128.47
Fair Value Estimate $933.84 $75.23
Upside to Fair Value -1.4% -41.4%
Market Cap $420.2B $295.0B
Forward P/E 47.6x 133.8x
EV / EBITDA 28.3x 124.7x
Price / Sales 1.4x 56.5x
Price / FCF 47.7x 109.7x
Revenue Growth YoY +11.6% +84.7%
Gross Margin 12.9% 84.1%
Operating Margin 3.8% 38.1%
Return on Equity 28.3% 32.2%
Dividend Yield 0% 0%
FCF Yield 2.1% 0.91%
Analyst Consensus Buy Buy
Investment Thesis
COST — Costco Wholesale Corporation
Costco Wholesale Corporation operates as a membership-only warehouse club offering a wide range of merchandise at low prices. The company exhibits high business quality with a durable competitive moat driven by cost advantages, strong brand loyalty, and efficient operations, reflected in a robust ROE of 28.3% and solid revenue growth of 11.6% in the most recent quarter. Despite these strengths, t…
PLTR — Palantir Technologies Inc.
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 COST PLTR
Zone Low $700.38 $56.42
Zone High $793.76 $63.95
In Buy Zone? No No
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