PLTR vs V: Which Is the Better Buy?
Side-by-side comparison of Palantir Technologies Inc. and Visa 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
Visa Inc. · Financial Services
$304.36
+37.7% upside to fair value
High Conviction
Grade A-
QuantHub Verdict
V has more upside to fair value
(+37.7%).
V trades at a lower forward P/E
(23.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
PLTR |
V |
| Current Price |
$142.76 |
$304.36 |
| Fair Value Estimate |
$108.00 |
$419.00 |
| Upside to Fair Value |
-24.3%
|
+37.7%
|
| Market Cap |
$327.1B |
$586.8B |
| Forward P/E |
209.7x
|
23.7x
|
| EV / EBITDA |
—
|
22.3x
|
| Price / Sales |
73.1x
|
14.2x
|
| Price / FCF |
155.7x
|
25.6x
|
| Revenue Growth YoY |
+19.1%
|
+11.3%
|
| Gross Margin |
82.4%
|
81.08%
|
| Operating Margin |
31.6%
|
59.18%
|
| Return on Equity |
25.7%
|
54.22%
|
| Dividend Yield |
— |
0.83% |
| FCF Yield |
0.6%
|
3.91%
|
| 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…
Visa is the world's dominant payment network with $40B in net revenue (FY2025), 50%+ net margins, and a capital-light toll-booth model processing $14.2T in annual payment volume across 257.5B transactions. The business compounds at 10-12% revenue CAGR with operating leverage pushing EPS growth to 12-15% over a cycle, funded by $21.6B in annual free cash flow against only $1.5B in capex. At 28.0x …
Accumulation Zones
| Metric |
PLTR |
V |
| Zone Low |
$81.00 |
$265.00 |
| Zone High |
$92.00 |
$300.00 |
| In Buy Zone? |
No
|
No
|