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 2026-09-26.
Oracle Corporation · Technology
$149.12
+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
ORCL has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ORCL |
PLTR |
| Current Price |
$149.12 |
$189.67 |
| Fair Value Estimate |
$216.22 |
$194.30 |
| Upside to Fair Value |
+45.0%
|
+2.4%
|
| Market Cap |
$429.5B |
$435.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
14.6x
|
139.9x
|
| Price / Sales |
6.0x
|
70.7x
|
| Price / FCF |
—
|
135.3x
|
| Revenue Growth YoY |
+29.6%
|
+92.8%
|
| Gross Margin |
63.9%
|
84.8%
|
| Operating Margin |
32.4%
|
42.8%
|
| Return on Equity |
42.6%
|
37.5%
|
| Dividend Yield |
1.34% |
0% |
| FCF Yield |
—
|
0.74%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
Oracle is a global enterprise software and cloud infrastructure provider whose portfolio spans the Oracle Database, Java, Fusion Cloud SaaS applications (ERP, EPM, SCM, HCM), NetSuite, and Oracle Cloud Infrastructure, sold through a direct sales force to businesses, governments, and educational institutions worldwide. The business quality is high on fundamentals: trailing-twelve-month gross margi…
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 |
ORCL |
PLTR |
| Zone Low |
$162.16 |
$145.73 |
| Zone High |
$183.79 |
$165.16 |
| In Buy Zone? |
Yes
|
No
|