PLTR vs WDC: Which Is the Better Buy?
Side-by-side comparison of Palantir Technologies Inc. and Western Digital Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
Palantir Technologies Inc. · Technology
$189.67
+2.4% upside to fair value
Med Conviction
Grade C
High Quality
VS
Western Digital Corporation · Technology
$441.36
-16.8% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
PLTR has more upside to fair value
(+2.4%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
PLTR |
WDC |
| Current Price |
$189.67 |
$441.36 |
| Fair Value Estimate |
$194.30 |
$367.30 |
| Upside to Fair Value |
+2.4%
|
-16.8%
|
| Market Cap |
$435.5B |
$152.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
139.9x
|
17.4x
|
| Price / Sales |
70.7x
|
11.8x
|
| Price / FCF |
135.3x
|
47.3x
|
| Revenue Growth YoY |
+92.8%
|
+43.8%
|
| Gross Margin |
84.8%
|
48.9%
|
| Operating Margin |
42.8%
|
34.9%
|
| Return on Equity |
37.5%
|
118.6%
|
| Dividend Yield |
0% |
0.12% |
| FCF Yield |
0.74%
|
2.12%
|
| Analyst Consensus |
Hold
|
Strong Buy
|
Investment Thesis
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 …
Western Digital designs and manufactures hard disk drives and flash-based storage for data centers, client devices, and consumer markets, and it is currently enjoying an extraordinary demand surge tied to AI infrastructure buildouts. In the most recent quarter, revenue grew 43.8% year over year and earnings grew 1143.2% year over year, while trailing twelve-month gross margin reached 48.9%, opera…
Accumulation Zones
| Metric |
PLTR |
WDC |
| Zone Low |
$145.73 |
$275.48 |
| Zone High |
$165.16 |
$312.20 |
| In Buy Zone? |
No
|
No
|