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 2026-09-26.
Palantir Technologies Inc. · Technology
$189.67
+2.4% upside to fair value
Med Conviction
Grade C
High Quality
VS
Super Micro Computer, Inc. · Technology
$43.26
-4.2% upside to fair value
Med Conviction
Grade C
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 |
SMCI |
| Current Price |
$189.67 |
$43.26 |
| Fair Value Estimate |
$194.30 |
$41.44 |
| Upside to Fair Value |
+2.4%
|
-4.2%
|
| Market Cap |
$435.5B |
$28.0B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
139.9x
|
8.9x
|
| Price / Sales |
70.7x
|
0.7x
|
| Price / FCF |
135.3x
|
—
|
| Revenue Growth YoY |
+92.8%
|
+93.2%
|
| Gross Margin |
84.8%
|
10.8%
|
| Operating Margin |
42.8%
|
7.1%
|
| Return on Equity |
37.5%
|
25.1%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.74%
|
—
|
| 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 …
Super Micro Computer designs and sells modular, open-standard server and storage systems, with a growing franchise in liquid- and air-cooled AI racks such as the NVIDIA Vera Rubin NVL72, sold through direct, distribution and OEM channels to data center, cloud, AI, 5G and edge customers. The business quality is mixed: revenue grew 93.2% year over year and earnings grew 503.7% in the most recent qu…
Accumulation Zones
| Metric |
PLTR |
SMCI |
| Zone Low |
$145.73 |
$31.08 |
| Zone High |
$165.16 |
$35.22 |
| In Buy Zone? |
No
|
No
|