PLTR vs TMO: Which Is the Better Buy?

Side-by-side comparison of Palantir Technologies Inc. and Thermo Fisher Scientific Inc. β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-09-26.
Palantir Technologies Inc. Β· Technology
$189.67
+2.4% upside to fair value
Med Conviction Grade C High Quality
VS
Thermo Fisher Scientific Inc. Β· Healthcare
$658.32
+31.1% upside to fair value
Med Conviction Grade B High Quality
QuantHub Verdict
TMO has more upside to fair value (+31.1%). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric PLTR TMO
Current Price $189.67 $658.32
Fair Value Estimate $194.30 $863.34
Upside to Fair Value +2.4% +31.1%
Market Cap $435.5B $244.7B
Forward P/E β€” β€”
EV / EBITDA 139.9x 25.9x
Price / Sales 70.7x 5.3x
Price / FCF 135.3x 33.4x
Revenue Growth YoY +92.8% +10.5%
Gross Margin 84.8% 40.4%
Operating Margin 42.8% 17.7%
Return on Equity 37.5% 13.4%
Dividend Yield 0% 0.28%
FCF Yield 0.74% 3.0%
Analyst Consensus Hold Strong Buy
Investment Thesis
PLTR β€” Palantir Technologies Inc.
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 …
TMO β€” Thermo Fisher Scientific Inc.
Thermo Fisher Scientific is a global life-sciences and laboratory-services platform spanning Life Sciences Solutions, Analytical Instruments, Specialty Diagnostics, and Laboratory Products and Biopharma Services, with recognized brands including Thermo Scientific, Applied Biosystems, Invitrogen, Fisher Scientific, Patheon, and PPD, serving pharmaceutical, biotech, clinical, academic, and governme…
Accumulation Zones
Metric PLTR TMO
Zone Low $145.73 $647.50
Zone High $165.16 $733.84
In Buy Zone? No Yes
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