PLTR vs UPS: Which Is the Better Buy?

Side-by-side comparison of Palantir Technologies Inc. and United Parcel Service, Inc. โ€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-09-26.
Palantir Technologies Inc. ยท Technology
$189.67
+2.4% upside to fair value
Med Conviction Grade C High Quality
VS
United Parcel Service, Inc. ยท Industrials
$99.02
+21.1% upside to fair value
Med Conviction Grade B
QuantHub Verdict
UPS has more upside to fair value (+21.1%). These are model outputs โ€” not personalized investment advice. See all research โ†’
Valuation & Fundamentals
Metric PLTR UPS
Current Price $189.67 $99.02
Fair Value Estimate $194.30 $119.92
Upside to Fair Value +2.4% +21.1%
Market Cap $435.5B $84.1B
Forward P/E โ€” โ€”
EV / EBITDA 139.9x 10.2x
Price / Sales 70.7x 0.9x
Price / FCF 135.3x 15.3x
Revenue Growth YoY +92.8% +7.6%
Gross Margin 84.8% 16.6%
Operating Margin 42.8% 7.3%
Return on Equity 37.5% 29.1%
Dividend Yield 0% 6.62%
FCF Yield 0.74% 6.52%
Analyst Consensus Hold Hold
Investment Thesis
PLTR โ€” 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 โ€ฆ
UPS โ€” United Parcel Service, Inc.
United Parcel Service is the world's largest integrated package delivery and logistics network, operating U.S. Domestic Package and International Package segments with roughly 460,000 employees and a 119-year operating history. The business quality is medium: the global air-and-ground network, brand, and scale are genuine assets, but the company is exposed to commoditized freight, Amazon volume cโ€ฆ
Accumulation Zones
Metric PLTR UPS
Zone Low $145.73 $89.94
Zone High $165.16 $101.93
In Buy Zone? No Yes
โ† PLTR Research    UPS Research โ†’    All Research