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 2026-09-26.
Palantir Technologies Inc. · Technology
$189.67
+2.4% upside to fair value
Med Conviction
Grade C
High Quality
VS
QUALCOMM Incorporated · Technology
$201.97
-21.1% upside to fair value
Med Conviction
Grade D
High Quality
QuantHub Verdict
PLTR has more upside to fair value
(+2.4%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
PLTR |
QCOM |
| Current Price |
$189.67 |
$201.97 |
| Fair Value Estimate |
$194.30 |
$159.42 |
| Upside to Fair Value |
+2.4%
|
-21.1%
|
| Market Cap |
$435.5B |
$212.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
139.9x
|
16.5x
|
| Price / Sales |
70.7x
|
4.8x
|
| Price / FCF |
135.3x
|
20.5x
|
| Revenue Growth YoY |
+92.8%
|
-4.0%
|
| Gross Margin |
84.8%
|
54.2%
|
| Operating Margin |
42.8%
|
23.2%
|
| Return on Equity |
37.5%
|
37.3%
|
| Dividend Yield |
0% |
1.79% |
| FCF Yield |
0.74%
|
4.88%
|
| Analyst Consensus |
Hold
|
Hold
|
Investment Thesis
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 …
Qualcomm develops foundational wireless technologies and monetizes them through two main engines: QCT, which supplies Snapdragon application processors and modems, and QTL, which licenses a standards-essential patent portfolio covering CDMA2000, WCDMA, LTE and 5G. The licensing arm and the company's entrenched position in premium Android handsets give it a genuinely high-quality business, evidenc…
Accumulation Zones
| Metric |
PLTR |
QCOM |
| Zone Low |
$145.73 |
$119.56 |
| Zone High |
$165.16 |
$135.51 |
| In Buy Zone? |
No
|
No
|