DIS vs PLTR: Which Is the Better Buy?
Side-by-side comparison of The Walt Disney Company and Palantir Technologies Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
The Walt Disney Company · Communication Services
$103.49
+32.3% upside to fair value
Med Conviction
Grade B
High Quality
VS
Palantir Technologies Inc. · Technology
$189.67
+2.4% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
DIS has more upside to fair value
(+32.3%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DIS |
PLTR |
| Current Price |
$103.49 |
$189.67 |
| Fair Value Estimate |
$136.94 |
$194.30 |
| Upside to Fair Value |
+32.3%
|
+2.4%
|
| Market Cap |
$179.7B |
$435.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
9.5x
|
139.9x
|
| Price / Sales |
1.8x
|
70.7x
|
| Price / FCF |
21.7x
|
135.3x
|
| Revenue Growth YoY |
+6.8%
|
+92.8%
|
| Gross Margin |
37.6%
|
84.8%
|
| Operating Margin |
16.0%
|
42.8%
|
| Return on Equity |
7.9%
|
37.5%
|
| Dividend Yield |
1.45% |
0% |
| FCF Yield |
4.61%
|
0.74%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
The Walt Disney Company operates a global entertainment empire spanning two primary divisions: Disney Media and Entertainment Distribution, which houses the ABC, ESPN, Disney, Freeform, FX, Fox, National Geographic and Star networks along with the Walt Disney Pictures, Twentieth Century Studios, Marvel, Lucasfilm, Pixar and Searchlight Pictures studios and the Disney+, Disney+ Hotstar, ESPN+, Hul…
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 |
DIS |
PLTR |
| Zone Low |
$102.70 |
$145.73 |
| Zone High |
$116.40 |
$165.16 |
| In Buy Zone? |
Yes
|
No
|