NFLX vs PLTR: Which Is the Better Buy?
Side-by-side comparison of Netflix, Inc. and Palantir Technologies Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
Netflix, Inc. · Communication Services
$76.41
+44.0% upside to fair value
High Conviction
Grade A
High Quality
VS
Palantir Technologies Inc. · Technology
$189.67
+2.4% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
NFLX has more upside to fair value
(+44.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
NFLX |
PLTR |
| Current Price |
$76.41 |
$189.67 |
| Fair Value Estimate |
$110.00 |
$194.30 |
| Upside to Fair Value |
+44.0%
|
+2.4%
|
| Market Cap |
$318.2B |
$435.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
10.6x
|
139.9x
|
| Price / Sales |
6.6x
|
70.7x
|
| Price / FCF |
29.1x
|
135.3x
|
| Revenue Growth YoY |
+13.4%
|
+92.8%
|
| Gross Margin |
49.1%
|
84.8%
|
| Operating Margin |
29.7%
|
42.8%
|
| Return on Equity |
48.0%
|
37.5%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.44%
|
0.74%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
Netflix is a global subscription and advertising-supported entertainment platform with a high-quality brand, content engine, recommendation technology and distribution scale, evidenced by more than 97 billion viewing hours in the first half of 2026 and an audience approaching one billion people. Fundamentals remain strong: revenue grew 13.4% year over year in the most recent quarter, TTM gross, o…
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 |
NFLX |
PLTR |
| Zone Low |
$82.50 |
$145.73 |
| Zone High |
$93.50 |
$165.16 |
| In Buy Zone? |
Yes
|
No
|