PLTR vs QCOM: Which Is the Better Buy?
Side-by-side comparison of Palantir Technologies Inc. and QUALCOMM Incorporated — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-07.
Palantir Technologies Inc. · Technology
$133.79
-41.7% upside to fair value
Grade C
High Quality
VS
QUALCOMM Incorporated · Technology
$134.47
+45.0% upside to fair value
Med Conviction
Grade B
QuantHub Verdict
QCOM has more upside to fair value
(+45.0%).
QCOM trades at a lower forward P/E
(26.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
PLTR |
QCOM |
| Current Price |
$133.79 |
$134.47 |
| Fair Value Estimate |
$78.04 |
$194.98 |
| Upside to Fair Value |
-41.7%
|
+45.0%
|
| Market Cap |
$306.6B |
$143.6B |
| Forward P/E |
140.4x
|
26.8x
|
| EV / EBITDA |
151.4x
|
—
|
| Price / Sales |
58.7x
|
3.2x
|
| Price / FCF |
114.0x
|
11.1x
|
| Revenue Growth YoY |
+84.7%
|
+8.7%
|
| Gross Margin |
84.1%
|
55.1%
|
| Operating Margin |
38.1%
|
27.1%
|
| Return on Equity |
32.2%
|
21.6%
|
| Dividend Yield |
0% |
— |
| FCF Yield |
0.88%
|
9.0%
|
| Analyst Consensus |
Buy
|
Hold
|
Investment Thesis
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…
Qualcomm Incorporated is a leading semiconductor company specializing in wireless chipsets and IP licensing, with dominant positions in 5G modems via QCT (87% of revenue) and steady QTL royalties. The business excels through a vast patent moat, diversification into automotive and IoT, and robust growth (revenue +13% YoY to $44B in FY2025), but faces risks from Apple modem shifts and China exposur…
Accumulation Zones
| Metric |
PLTR |
QCOM |
| Zone Low |
$58.53 |
$146.23 |
| Zone High |
$66.33 |
$165.73 |
| In Buy Zone? |
No
|
Yes
|