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 2026-04-18.
Alphabet Inc. · Communication Services
$339.40
-4.4% upside to fair value
Grade D
High Quality
VS
Palantir Technologies Inc. · Technology
$142.76
-24.3% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
GOOG has more upside to fair value
(-4.4%).
GOOG trades at a lower forward P/E
(31.2x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
GOOG |
PLTR |
| Current Price |
$339.40 |
$142.76 |
| Fair Value Estimate |
$324.34 |
$108.00 |
| Upside to Fair Value |
-4.4%
|
-24.3%
|
| Market Cap |
$4,105.7B |
$327.1B |
| Forward P/E |
31.2x
|
209.7x
|
| EV / EBITDA |
23.1x
|
—
|
| Price / Sales |
10.3x
|
73.1x
|
| Price / FCF |
56.4x
|
155.7x
|
| Revenue Growth YoY |
+11.3%
|
+19.1%
|
| Gross Margin |
59.7%
|
82.4%
|
| Operating Margin |
32.0%
|
31.6%
|
| Return on Equity |
35.0%
|
25.7%
|
| Dividend Yield |
0% |
— |
| FCF Yield |
1.77%
|
0.6%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Alphabet Inc. operates as a global leader in internet content, advertising, cloud computing, and AI technologies, with dominant market positions in search, browser, and mobile operating systems. The company benefits from a high-quality business model characterized by a durable competitive moat, strong revenue growth of 11.3% year-over-year, and robust profitability with net margins of 32.8%. Desp…
Palantir Technologies develops data analytics and AI software platforms like Gotham and Foundry for government and commercial clients. The business excels with high margins (gross 82.4%, net 36.3%), accelerating growth (Q4 FY2025 revenue up 70% YoY to $1.41B, 2026 guidance $7.19B implying 61% growth), and strong moats in defense and enterprise AI, but trades expensively at 73x P/S versus 5-year m…
Accumulation Zones
| Metric |
GOOG |
PLTR |
| Zone Low |
$243.25 |
$81.00 |
| Zone High |
$275.69 |
$92.00 |
| In Buy Zone? |
No
|
No
|