GOOGL 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
$342.36
+16.6% 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
GOOGL has more upside to fair value
(+16.6%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
GOOGL |
PLTR |
| Current Price |
$342.36 |
$189.67 |
| Fair Value Estimate |
$399.26 |
$194.30 |
| Upside to Fair Value |
+16.6%
|
+2.4%
|
| Market Cap |
$4,143.3B |
$435.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
12.9x
|
139.9x
|
| Price / Sales |
9.3x
|
70.7x
|
| Price / FCF |
78.1x
|
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 |
0.25% |
0% |
| FCF Yield |
1.28%
|
0.74%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
Alphabet is the parent of Google Services (Search, YouTube, Android, Chrome, hardware, and the Play store), Google Cloud, and Other Bets, and it remains one of the highest-quality large-cap franchises in the market, with a TTM gross margin of 60.9%, TTM operating margin of 33.1%, TTM net margin of 54.8%, and a 50.8% return on equity. Revenue growth in the most recent quarter was 24.2% year over y…
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 |
GOOGL |
PLTR |
| Zone Low |
$299.44 |
$145.73 |
| Zone High |
$339.37 |
$165.16 |
| In Buy Zone? |
No
|
No
|