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 2026-09-26.
NVIDIA Corporation · Technology
$225.07
+45.0% upside to fair value
Med Conviction
Grade B
High Quality
VS
Palantir Technologies Inc. · Technology
$189.67
+2.4% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
NVDA has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
NVDA |
PLTR |
| Current Price |
$225.07 |
$189.67 |
| Fair Value Estimate |
$326.35 |
$194.30 |
| Upside to Fair Value |
+45.0%
|
+2.4%
|
| Market Cap |
$5,451.4B |
$435.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
23.4x
|
139.9x
|
| Price / Sales |
18.0x
|
70.7x
|
| Price / FCF |
42.9x
|
135.3x
|
| Revenue Growth YoY |
+105.9%
|
+92.8%
|
| Gross Margin |
74.7%
|
84.8%
|
| Operating Margin |
65.2%
|
42.8%
|
| Return on Equity |
110.1%
|
37.5%
|
| Dividend Yield |
0.23% |
0% |
| FCF Yield |
2.33%
|
0.74%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
NVIDIA designs the accelerated computing platforms at the center of the AI buildout, spanning data center GPUs, Mellanox networking, AI enterprise software, gaming GeForce GPUs, professional visualization, and automotive platforms, with 42,000 employees and a $5.45 trillion market capitalization. Business quality is exceptional on the fundamentals: TTM gross margin of 74.7%, TTM operating margin …
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 |
NVDA |
PLTR |
| Zone Low |
$244.76 |
$145.73 |
| Zone High |
$277.40 |
$165.16 |
| In Buy Zone? |
Yes
|
No
|