PLTR vs SMCI: Which Is the Better Buy?
Side-by-side comparison of Palantir Technologies Inc. and Super Micro Computer, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-18.
Palantir Technologies Inc. · Technology
$142.76
-24.3% upside to fair value
Med Conviction
Grade C
VS
Super Micro Computer, Inc. · Technology
$28.56
+435.6% upside to fair value
Grade B
QuantHub Verdict
SMCI has more upside to fair value
(+435.6%).
SMCI trades at a lower forward P/E
(19.5x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
PLTR |
SMCI |
| Current Price |
$142.76 |
$28.56 |
| Fair Value Estimate |
$108.00 |
$152.97 |
| Upside to Fair Value |
-24.3%
|
+435.6%
|
| Market Cap |
$327.1B |
$17.1B |
| Forward P/E |
209.7x
|
19.5x
|
| EV / EBITDA |
—
|
15.0x
|
| Price / Sales |
73.1x
|
0.6x
|
| Price / FCF |
155.7x
|
38.9x
|
| Revenue Growth YoY |
+19.1%
|
+152.8%
|
| Gross Margin |
82.4%
|
8.0%
|
| Operating Margin |
31.6%
|
3.7%
|
| Return on Equity |
25.7%
|
13.3%
|
| Dividend Yield |
— |
0% |
| FCF Yield |
0.6%
|
2.57%
|
| 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…
Super Micro Computer, Inc. is a technology company specializing in server and storage systems with a dominant focus on AI GPU platforms that now drive over 70% of its revenues. The company benefits from a founder-led management team with deep industry expertise and long tenure, and it has scaled rapidly with revenue growth exceeding 150% year-over-year. Despite this explosive growth, profitabilit…
Accumulation Zones
| Metric |
PLTR |
SMCI |
| Zone Low |
$81.00 |
$114.73 |
| Zone High |
$92.00 |
$130.02 |
| In Buy Zone? |
No
|
Yes
|