PLTR vs RTX: Which Is the Better Buy?
Side-by-side comparison of Palantir Technologies Inc. and RTX Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-04.
Palantir Technologies Inc. · Technology
$142.76
-24.3% upside to fair value
Med Conviction
Grade C
VS
RTX Corporation · Industrials
$172.90
-21.3% upside to fair value
Grade D
QuantHub Verdict
RTX has more upside to fair value
(-21.3%).
RTX trades at a lower forward P/E
(32.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
PLTR |
RTX |
| Current Price |
$142.76 |
$172.90 |
| Fair Value Estimate |
$108.00 |
$136.05 |
| Upside to Fair Value |
-24.3%
|
-21.3%
|
| Market Cap |
$327.1B |
$232.8B |
| Forward P/E |
209.7x
|
32.1x
|
| EV / EBITDA |
—
|
19.2x
|
| Price / Sales |
73.1x
|
2.6x
|
| Price / FCF |
155.7x
|
27.9x
|
| Revenue Growth YoY |
+19.1%
|
+8.7%
|
| Gross Margin |
82.4%
|
20.2%
|
| Operating Margin |
31.6%
|
10.4%
|
| Return on Equity |
25.7%
|
11.2%
|
| Dividend Yield |
— |
0% |
| FCF Yield |
0.6%
|
3.59%
|
| Analyst Consensus |
Buy
|
Buy
|
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…
RTX Corporation is a leading aerospace and defense company with a diversified portfolio spanning Pratt & Whitney jet engines, Collins Aerospace avionics, and Raytheon Intelligence & Space defense systems. The company benefits from a strong competitive moat supported by a $271 billion backlog and multi-year contracts, driving consistent revenue growth of 10% in 2025 and 9% in Q1 2026. Earnings gro…
Accumulation Zones
| Metric |
PLTR |
RTX |
| Zone Low |
$81.00 |
$102.04 |
| Zone High |
$92.00 |
$115.64 |
| In Buy Zone? |
No
|
No
|