GOOG vs PLTR: Which Is the Better Buy?
Side-by-side comparison of Alphabet Inc. and Palantir Technologies Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
Alphabet Inc. · Communication Services
$334.98
+15.8% 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
GOOG has more upside to fair value
(+15.8%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
GOOG |
PLTR |
| Current Price |
$334.98 |
$189.67 |
| Fair Value Estimate |
$387.82 |
$194.30 |
| Upside to Fair Value |
+15.8%
|
+2.4%
|
| Market Cap |
$4,065.3B |
$435.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
12.7x
|
139.9x
|
| Price / Sales |
9.1x
|
70.7x
|
| Price / FCF |
76.4x
|
135.3x
|
| Revenue Growth YoY |
+24.2%
|
+92.8%
|
| Gross Margin |
60.9%
|
84.8%
|
| Operating Margin |
33.1%
|
42.8%
|
| Return on Equity |
50.8%
|
37.5%
|
| Dividend Yield |
0.26% |
0% |
| FCF Yield |
1.31%
|
0.74%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
Alphabet Inc. is the parent of Google Services, Google Cloud, and Other Bets, monetizing Search, YouTube, Android, Chrome, Google Play, Workspace, and enterprise cloud and AI infrastructure across the globe with roughly 190,820 full-time employees. The business quality is high: trailing-twelve-month gross margin is 60.9%, operating margin is 33.1%, net margin is 54.8%, and return on equity is 50.…
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 |
GOOG |
PLTR |
| Zone Low |
$290.87 |
$145.73 |
| Zone High |
$329.65 |
$165.16 |
| In Buy Zone? |
No
|
No
|