PLTR vs TMO: Which Is the Better Buy?
Side-by-side comparison of Palantir Technologies Inc. and Thermo Fisher Scientific Inc. — 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
Thermo Fisher Scientific Inc. · Healthcare
$462.60
+10.1% upside to fair value
Grade B
QuantHub Verdict
TMO has more upside to fair value
(+10.1%).
TMO trades at a lower forward P/E
(25.1x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
PLTR |
TMO |
| Current Price |
$142.76 |
$462.60 |
| Fair Value Estimate |
$108.00 |
$509.20 |
| Upside to Fair Value |
-24.3%
|
+10.1%
|
| Market Cap |
$327.1B |
$171.9B |
| Forward P/E |
209.7x
|
25.1x
|
| EV / EBITDA |
—
|
19.0x
|
| Price / Sales |
73.1x
|
3.8x
|
| Price / FCF |
155.7x
|
25.5x
|
| Revenue Growth YoY |
+19.1%
|
+6.2%
|
| Gross Margin |
82.4%
|
39.4%
|
| Operating Margin |
31.6%
|
17.8%
|
| Return on Equity |
25.7%
|
13.3%
|
| Dividend Yield |
— |
0% |
| FCF Yield |
0.6%
|
3.92%
|
| Analyst Consensus |
Buy
|
Strong 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…
Thermo Fisher Scientific Inc. operates in the healthcare sector, specializing in medical diagnostics and research tools across four main segments: Laboratory Products and Biopharma Services, Life Sciences Solutions, Analytical Instruments, and Specialty Diagnostics. The company demonstrates medium business quality with steady revenue growth of 6.2% and earnings growth of 9.6% in the most recent q…
Accumulation Zones
| Metric |
PLTR |
TMO |
| Zone Low |
$81.00 |
$381.90 |
| Zone High |
$92.00 |
$432.82 |
| In Buy Zone? |
No
|
No
|