KO vs PLTR: Which Is the Better Buy?
Side-by-side comparison of The Coca-Cola Company and Palantir Technologies Inc. โ fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-04.
The Coca-Cola Company ยท Consumer Defensive
$78.19
-7.8% upside to fair value
Grade D
High Quality
VS
Palantir Technologies Inc. ยท Technology
$142.76
-24.3% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
KO has more upside to fair value
(-7.8%).
KO trades at a lower forward P/E
(24.6x).
These are model outputs โ not personalized investment advice.
See all research โ
Valuation & Fundamentals
| Metric |
KO |
PLTR |
| Current Price |
$78.19 |
$142.76 |
| Fair Value Estimate |
$72.12 |
$108.00 |
| Upside to Fair Value |
-7.8%
|
-24.3%
|
| Market Cap |
$336.5B |
$327.1B |
| Forward P/E |
24.6x
|
209.7x
|
| EV / EBITDA |
19.9x
|
โ
|
| Price / Sales |
6.8x
|
73.1x
|
| Price / FCF |
26.8x
|
155.7x
|
| Revenue Growth YoY |
+12.1%
|
+19.1%
|
| Gross Margin |
61.7%
|
82.4%
|
| Operating Margin |
29.3%
|
31.6%
|
| Return on Equity |
43.6%
|
25.7%
|
| Dividend Yield |
0% |
โ |
| FCF Yield |
3.73%
|
0.6%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
The Coca-Cola Company is a leading global beverage company specializing in non-alcoholic drinks with a diversified portfolio including sparkling soft drinks, juices, water, coffee, and energy beverages. The business quality is high due to its durable brand moat, consistent earnings growth, and strong operational efficiency, reflected in a 43.6% return on equity and 12.1% revenue growth in the mosโฆ
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 mโฆ
Accumulation Zones
| Metric |
KO |
PLTR |
| Zone Low |
$54.09 |
$81.00 |
| Zone High |
$61.30 |
$92.00 |
| In Buy Zone? |
No
|
No
|