ORCL vs PLTR: Which Is the Better Buy?
Side-by-side comparison of Oracle Corporation and Palantir Technologies Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-18.
Oracle Corporation · Technology
$175.08
+24.7% upside to fair value
Grade B
VS
Palantir Technologies Inc. · Technology
$142.76
-24.3% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
ORCL has more upside to fair value
(+24.7%).
ORCL trades at a lower forward P/E
(30.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ORCL |
PLTR |
| Current Price |
$175.08 |
$142.76 |
| Fair Value Estimate |
$218.26 |
$108.00 |
| Upside to Fair Value |
+24.7%
|
-24.3%
|
| Market Cap |
$503.5B |
$327.1B |
| Forward P/E |
30.8x
|
209.7x
|
| EV / EBITDA |
21.4x
|
—
|
| Price / Sales |
7.9x
|
73.1x
|
| Price / FCF |
-20.4x
|
155.7x
|
| Revenue Growth YoY |
+7.0%
|
+19.1%
|
| Gross Margin |
66.4%
|
82.4%
|
| Operating Margin |
30.8%
|
31.6%
|
| Return on Equity |
57.4%
|
25.7%
|
| Dividend Yield |
0% |
— |
| FCF Yield |
—
|
0.6%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Oracle Corporation is a leading technology company specializing in software infrastructure, with a dominant Cloud and License Business segment generating 85.8% of its $57.4 billion revenue in fiscal 2025. The company benefits from a durable competitive moat driven by decades of leadership continuity, aggressive M&A history, and a strong position in enterprise software and cloud services. Despite …
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 |
ORCL |
PLTR |
| Zone Low |
$163.69 |
$81.00 |
| Zone High |
$185.52 |
$92.00 |
| In Buy Zone? |
Yes
|
No
|