NVDA vs PLTR: Which Is the Better Buy?
Side-by-side comparison of NVIDIA Corporation and Palantir Technologies Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-21.
NVIDIA Corporation · Technology
$219.76
+45.0% upside to fair value
Grade B
High Quality
VS
Palantir Technologies Inc. · Technology
$133.79
-41.7% upside to fair value
Grade C
High Quality
QuantHub Verdict
NVDA has more upside to fair value
(+45.0%).
NVDA trades at a lower forward P/E
(33.4x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
NVDA |
PLTR |
| Current Price |
$219.76 |
$133.79 |
| Fair Value Estimate |
$318.65 |
$78.04 |
| Upside to Fair Value |
+45.0%
|
-41.7%
|
| Market Cap |
$5,322.7B |
$306.6B |
| Forward P/E |
33.4x
|
140.4x
|
| EV / EBITDA |
27.6x
|
151.4x
|
| Price / Sales |
21.0x
|
58.7x
|
| Price / FCF |
44.7x
|
114.0x
|
| Revenue Growth YoY |
+85.2%
|
+84.7%
|
| Gross Margin |
74.1%
|
84.1%
|
| Operating Margin |
64.0%
|
38.1%
|
| Return on Equity |
111.7%
|
32.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.24%
|
0.88%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
NVIDIA Corporation is a leading technology company specializing in semiconductors, primarily known for its GPUs and AI accelerators that power gaming, data center, and professional visualization markets. The company benefits from a durable competitive moat driven by its founder-led management, strong insider alignment, and dominant market share in AI data center chips. NVIDIA's business quality i…
Palantir Technologies Inc. is a high-growth enterprise software company specializing in data analytics and intelligence platforms for government and commercial clients. The company benefits from a durable competitive moat through its established government contracts, proprietary platforms Gotham and Foundry, and expanding commercial footprint. Palantir's revenue grew 84.7% year-over-year in the m…
Accumulation Zones
| Metric |
NVDA |
PLTR |
| Zone Low |
$238.99 |
$58.53 |
| Zone High |
$270.85 |
$66.33 |
| In Buy Zone? |
Yes
|
No
|