PLTR vs TTD: Which Is the Better Buy?
Side-by-side comparison of Palantir Technologies Inc. and The Trade Desk, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-16.
Palantir Technologies Inc. · Technology
$142.76
-24.3% upside to fair value
Med Conviction
Grade C
VS
The Trade Desk, Inc. · Technology
$22.76
+488.8% upside to fair value
High Conviction
Grade A-
QuantHub Verdict
TTD has more upside to fair value
(+488.8%).
TTD trades at a lower forward P/E
(24.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
PLTR |
TTD |
| Current Price |
$142.76 |
$22.76 |
| Fair Value Estimate |
$108.00 |
$134.00 |
| Upside to Fair Value |
-24.3%
|
+488.8%
|
| Market Cap |
$327.1B |
$10.8B |
| Forward P/E |
209.7x
|
24.6x
|
| EV / EBITDA |
—
|
—
|
| Price / Sales |
73.1x
|
3.7x
|
| Price / FCF |
155.7x
|
13.8x
|
| Revenue Growth YoY |
+19.1%
|
+14.5%
|
| Gross Margin |
82.4%
|
78.6%
|
| Operating Margin |
31.6%
|
20.3%
|
| Return on Equity |
25.7%
|
16.9%
|
| Dividend Yield |
— |
— |
| FCF Yield |
0.6%
|
7.3%
|
| Analyst Consensus |
Buy
|
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…
The Trade Desk is the largest independent demand-side platform for programmatic advertising with 78.6% gross margins. After recent sell-off, stock trades at 3.2x forward P/S vs historical higher multiples, offering upside if growth stabilizes at 15%+. A-tier business at cheap valuation.[1]
Accumulation Zones
| Metric |
PLTR |
TTD |
| Zone Low |
$81.00 |
$100.00 |
| Zone High |
$92.00 |
$114.00 |
| In Buy Zone? |
No
|
Yes
|