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 2026-05-07.
Palantir Technologies Inc. · Technology
$133.79
-41.7% upside to fair value
Grade C
High Quality
VS
Super Micro Computer, Inc. · Technology
$34.66
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
SMCI has more upside to fair value
(+45.0%).
SMCI trades at a lower forward P/E
(11.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
PLTR |
SMCI |
| Current Price |
$133.79 |
$34.66 |
| Fair Value Estimate |
$78.04 |
$50.26 |
| Upside to Fair Value |
-41.7%
|
+45.0%
|
| Market Cap |
$306.6B |
$20.8B |
| Forward P/E |
140.4x
|
11.6x
|
| EV / EBITDA |
151.4x
|
17.9x
|
| Price / Sales |
58.7x
|
0.6x
|
| Price / FCF |
114.0x
|
-3.0x
|
| Revenue Growth YoY |
+84.7%
|
+122.7%
|
| Gross Margin |
84.1%
|
8.4%
|
| Operating Margin |
38.1%
|
4.5%
|
| Return on Equity |
32.2%
|
26.0%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.88%
|
—
|
| Analyst Consensus |
Buy
|
Hold
|
Investment Thesis
Palantir Technologies Inc. is a high-growth enterprise software company specializing in data analytics and intelligence platforms for government and commercial clients. The company benefits from a durable competitive moat through its established government contracts, proprietary platforms Gotham and Foundry, and expanding commercial footprint. Palantir's revenue grew 84.7% year-over-year in the m…
Super Micro Computer, Inc. is a technology company specializing in server and storage systems, with a dominant 97% revenue share from this segment driven by AI and cloud infrastructure demand. The company benefits from a founder-led management team with deep engineering expertise and strong insider ownership of approximately 46-48%, aligning interests with shareholders. Despite explosive revenue …
Accumulation Zones
| Metric |
PLTR |
SMCI |
| Zone Low |
$58.53 |
$37.70 |
| Zone High |
$66.33 |
$42.72 |
| In Buy Zone? |
No
|
Yes
|