PLTR vs SLB: Which Is the Better Buy?
Side-by-side comparison of Palantir Technologies Inc. and SLB N.V. — 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
SLB N.V. · Energy
$51.92
-20.2% upside to fair value
Med Conviction
Grade C+
QuantHub Verdict
SLB has more upside to fair value
(-20.2%).
SLB trades at a lower forward P/E
(18.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
PLTR |
SLB |
| Current Price |
$142.76 |
$51.92 |
| Fair Value Estimate |
$108.00 |
$41.43 |
| Upside to Fair Value |
-24.3%
|
-20.2%
|
| Market Cap |
$327.1B |
$77.9B |
| Forward P/E |
209.7x
|
18.6x
|
| EV / EBITDA |
—
|
9.2x
|
| Price / Sales |
73.1x
|
2.2x
|
| Price / FCF |
155.7x
|
16.1x
|
| Revenue Growth YoY |
+19.1%
|
-1.6%
|
| Gross Margin |
82.4%
|
18.21%
|
| Operating Margin |
31.6%
|
15.28%
|
| Return on Equity |
25.7%
|
12.83%
|
| Dividend Yield |
— |
2.21% |
| FCF Yield |
0.6%
|
6.21%
|
| 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…
SLB is the world's largest oilfield services company with $35.7B in FY2025 revenue, operating across four divisions: Digital and Integration, Reservoir Performance, Well Construction, and Production Systems. The company completed the ChampionX acquisition in 2025 and is pursuing a digital transformation and AI-driven strategy. At $51.92, SLB trades at 2.18x P/S (in the fair range of the 5-year di…
Accumulation Zones
| Metric |
PLTR |
SLB |
| Zone Low |
$81.00 |
$34.00 |
| Zone High |
$92.00 |
$39.00 |
| In Buy Zone? |
No
|
No
|