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 2026-05-04.
Netflix, Inc. · Communication Services
$91.02
+95.7% upside to fair value
Grade B
High Quality
VS
Palantir Technologies Inc. · Technology
$142.76
-24.3% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
NFLX has more upside to fair value
(+95.7%).
NFLX trades at a lower forward P/E
(28.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
NFLX |
PLTR |
| Current Price |
$91.02 |
$142.76 |
| Fair Value Estimate |
$178.10 |
$108.00 |
| Upside to Fair Value |
+95.7%
|
-24.3%
|
| Market Cap |
$383.3B |
$327.1B |
| Forward P/E |
28.7x
|
209.7x
|
| EV / EBITDA |
11.4x
|
—
|
| Price / Sales |
8.2x
|
73.1x
|
| Price / FCF |
32.2x
|
155.7x
|
| Revenue Growth YoY |
+16.2%
|
+19.1%
|
| Gross Margin |
49.0%
|
82.4%
|
| Operating Margin |
29.7%
|
31.6%
|
| Return on Equity |
49.2%
|
25.7%
|
| Dividend Yield |
0% |
— |
| FCF Yield |
3.1%
|
0.6%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Netflix, Inc. operates a leading global streaming entertainment service with a dominant streaming segment accounting for nearly 100% of its revenue. The company benefits from a high-quality business model characterized by strong revenue growth of 16.2% and earnings growth of 82.8% in the most recent quarter, a robust 49.2% return on equity, and healthy margins with a 29.7% operating margin and 28…
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 |
NFLX |
PLTR |
| Zone Low |
$133.57 |
$81.00 |
| Zone High |
$151.38 |
$92.00 |
| In Buy Zone? |
Yes
|
No
|