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 2026-05-07.
Palantir Technologies Inc. · Technology
$133.79
-41.7% upside to fair value
Grade C
High Quality
VS
Visa Inc. · Financial Services
$304.36
+45.0% upside to fair value
High Conviction
Grade A-
QuantHub Verdict
V has more upside to fair value
(+45.0%).
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 |
$133.79 |
$304.36 |
| Fair Value Estimate |
$78.04 |
$441.32 |
| Upside to Fair Value |
-41.7%
|
+45.0%
|
| Market Cap |
$306.6B |
$586.8B |
| Forward P/E |
140.4x
|
23.7x
|
| EV / EBITDA |
151.4x
|
22.3x
|
| Price / Sales |
58.7x
|
14.2x
|
| Price / FCF |
114.0x
|
25.6x
|
| Revenue Growth YoY |
+84.7%
|
+11.3%
|
| Gross Margin |
84.1%
|
81.08%
|
| Operating Margin |
38.1%
|
59.18%
|
| Return on Equity |
32.2%
|
54.22%
|
| Dividend Yield |
0% |
0.83% |
| FCF Yield |
0.88%
|
3.91%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Palantir Technologies Inc. is a high-growth enterprise software company specializing in data analytics and intelligence platforms for government and commercial clients. The company benefits from a durable competitive moat through its established government contracts, proprietary platforms Gotham and Foundry, and expanding commercial footprint. Palantir's revenue grew 84.7% year-over-year in the 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 |
$58.53 |
$330.99 |
| Zone High |
$66.33 |
$375.12 |
| In Buy Zone? |
No
|
Yes
|