HD vs PLTR: Which Is the Better Buy?
Side-by-side comparison of The Home Depot, Inc. and Palantir Technologies Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
The Home Depot, Inc. · Consumer Cyclical
$292.18
+44.2% 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
HD has more upside to fair value
(+44.2%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
HD |
PLTR |
| Current Price |
$292.18 |
$189.67 |
| Fair Value Estimate |
$421.26 |
$194.30 |
| Upside to Fair Value |
+44.2%
|
+2.4%
|
| Market Cap |
$291.3B |
$435.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
14.7x
|
139.9x
|
| Price / Sales |
1.7x
|
70.7x
|
| Price / FCF |
19.2x
|
135.3x
|
| Revenue Growth YoY |
+5.7%
|
+92.8%
|
| Gross Margin |
33.2%
|
84.8%
|
| Operating Margin |
12.4%
|
42.8%
|
| Return on Equity |
102.7%
|
37.5%
|
| Dividend Yield |
3.18% |
0% |
| FCF Yield |
5.2%
|
0.74%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
The Home Depot is the largest home-improvement retailer in the United States, operating a network of roughly 2,300 stores supported by about 472,400 full-time employees, and serving both do-it-yourself homeowners and professional contractors through stores, homedepot.com, and specialty sites such as blinds.com. The business quality is high: it generates a 102.7% return on equity, a 33.2% trailing…
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 |
HD |
PLTR |
| Zone Low |
$315.94 |
$145.73 |
| Zone High |
$358.07 |
$165.16 |
| In Buy Zone? |
Yes
|
No
|