JPM vs PLTR: Which Is the Better Buy?
Side-by-side comparison of JPMorgan Chase & Co. and Palantir Technologies Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-16.
JPMorgan Chase & Co. · Financial Services
$309.87
-6.4% upside to fair value
High Conviction
Grade A-
VS
Palantir Technologies Inc. · Technology
$142.76
-24.3% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
JPM has more upside to fair value
(-6.4%).
JPM trades at a lower forward P/E
(14.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
JPM |
PLTR |
| Current Price |
$309.87 |
$142.76 |
| Fair Value Estimate |
$290.00 |
$108.00 |
| Upside to Fair Value |
-6.4%
|
-24.3%
|
| Market Cap |
$835.7B |
$327.1B |
| Forward P/E |
14.3x
|
209.7x
|
| EV / EBITDA |
17.6x
|
—
|
| Price / Sales |
3.0x
|
73.1x
|
| Price / FCF |
—
|
155.7x
|
| Revenue Growth YoY |
+3.3%
|
+19.1%
|
| Gross Margin |
59.99%
|
82.4%
|
| Operating Margin |
25.9%
|
31.6%
|
| Return on Equity |
15.95%
|
25.7%
|
| Dividend Yield |
1.9% |
— |
| FCF Yield |
—
|
0.6%
|
| Analyst Consensus |
Overweight
|
Buy
|
Investment Thesis
JPMorgan Chase is the largest U.S. bank by assets ($4.4T) and the most diversified financial services franchise globally, operating across consumer banking, investment banking, commercial banking, and asset management. Under Jamie Dimon's two-decade leadership, the firm has consistently gained market share, delivered sector-leading ROE of 16%, and invested aggressively in technology ($17B+ annual…
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 |
JPM |
PLTR |
| Zone Low |
$220.00 |
$81.00 |
| Zone High |
$250.00 |
$92.00 |
| In Buy Zone? |
No
|
No
|