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 2026-04-16.
Palantir Technologies Inc. · Technology
$142.76
-24.3% upside to fair value
Med Conviction
Grade C
VS
QUALCOMM Incorporated · Technology
$134.47
+77.7% upside to fair value
Med Conviction
Grade B
QuantHub Verdict
QCOM has more upside to fair value
(+77.7%).
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 |
$142.76 |
$134.47 |
| Fair Value Estimate |
$108.00 |
$239.00 |
| Upside to Fair Value |
-24.3%
|
+77.7%
|
| Market Cap |
$327.1B |
$143.6B |
| Forward P/E |
209.7x
|
26.8x
|
| EV / EBITDA |
—
|
—
|
| Price / Sales |
73.1x
|
3.2x
|
| Price / FCF |
155.7x
|
11.1x
|
| Revenue Growth YoY |
+19.1%
|
+8.7%
|
| Gross Margin |
82.4%
|
55.1%
|
| Operating Margin |
31.6%
|
27.1%
|
| Return on Equity |
25.7%
|
21.6%
|
| Dividend Yield |
— |
— |
| FCF Yield |
0.6%
|
9.0%
|
| Analyst Consensus |
Buy
|
Hold
|
Investment Thesis
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…
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 |
$81.00 |
$179.00 |
| Zone High |
$92.00 |
$203.00 |
| In Buy Zone? |
No
|
Yes
|