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 2026-04-16.
The Home Depot, Inc. · Consumer Cyclical
$337.34
+12.1% upside to fair value
Med Conviction
Grade B
VS
Palantir Technologies Inc. · Technology
$142.76
-24.3% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
HD has more upside to fair value
(+12.1%).
HD trades at a lower forward P/E
(23.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
HD |
PLTR |
| Current Price |
$337.34 |
$142.76 |
| Fair Value Estimate |
$378.00 |
$108.00 |
| Upside to Fair Value |
+12.1%
|
-24.3%
|
| Market Cap |
$336.0B |
$327.1B |
| Forward P/E |
23.0x
|
209.7x
|
| EV / EBITDA |
18.1x
|
—
|
| Price / Sales |
2.3x
|
73.1x
|
| Price / FCF |
29.7x
|
155.7x
|
| Revenue Growth YoY |
+3.2%
|
+19.1%
|
| Gross Margin |
33.3%
|
82.4%
|
| Operating Margin |
12.7%
|
31.6%
|
| Return on Equity |
110.5%
|
25.7%
|
| Dividend Yield |
2.44% |
— |
| FCF Yield |
3.37%
|
0.6%
|
| Analyst Consensus |
Buy
|
Buy
|
Investment Thesis
Home Depot remains the world's largest home improvement retailer with 2,350+ stores, dominant 52% market share, and a rapidly growing Pro contractor segment bolstered by the SRS Distribution acquisition. The stock has declined 21% from its $427 high to $337, but now trades at 2.28x P/S, near the 5-year median of 2.31x, and 26.5x P/E which is above the 5-year median of 23.5x. EPS declined 4.6% in …
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 |
HD |
PLTR |
| Zone Low |
$285.00 |
$81.00 |
| Zone High |
$320.00 |
$92.00 |
| In Buy Zone? |
No
|
No
|