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 2026-05-07.
Alphabet Inc. · Communication Services
$339.40
-6.2% 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
GOOG has more upside to fair value
(-6.2%).
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 |
$133.79 |
| Fair Value Estimate |
$318.47 |
$78.04 |
| Upside to Fair Value |
-6.2%
|
-41.7%
|
| Market Cap |
$4,105.7B |
$306.6B |
| Forward P/E |
31.2x
|
140.4x
|
| EV / EBITDA |
23.1x
|
151.4x
|
| Price / Sales |
10.3x
|
58.7x
|
| Price / FCF |
56.4x
|
114.0x
|
| Revenue Growth YoY |
+11.3%
|
+84.7%
|
| Gross Margin |
59.7%
|
84.1%
|
| Operating Margin |
32.0%
|
38.1%
|
| Return on Equity |
35.0%
|
32.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.77%
|
0.88%
|
| 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 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 |
GOOG |
PLTR |
| Zone Low |
$238.85 |
$58.53 |
| Zone High |
$270.70 |
$66.33 |
| In Buy Zone? |
No
|
No
|