PLTR vs XOM: Which Is the Better Buy?

Side-by-side comparison of Palantir Technologies Inc. and Exxon Mobil Corporation โ€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-04-16.
Palantir Technologies Inc. ยท Technology
$142.76
-24.3% upside to fair value
Med Conviction Grade C
VS
Exxon Mobil Corporation ยท Energy
$152.30
-33.0% upside to fair value
Med Conviction Grade C+
QuantHub Verdict
PLTR has more upside to fair value (-24.3%). XOM trades at a lower forward P/E (17.5x). These are model outputs โ€” not personalized investment advice. See all research โ†’
Valuation & Fundamentals
Metric PLTR XOM
Current Price $142.76 $152.30
Fair Value Estimate $108.00 $102.00
Upside to Fair Value -24.3% -33.0%
Market Cap $327.1B $634.6B
Forward P/E 209.7x 17.5x
EV / EBITDA โ€” 9.8x
Price / Sales 73.1x 2.0x
Price / FCF 155.7x 26.9x
Revenue Growth YoY +19.1% -4.5%
Gross Margin 82.4% 21.7%
Operating Margin 31.6% 10.5%
Return on Equity 25.7% 11.1%
Dividend Yield โ€” 2.65%
FCF Yield 0.6% 3.72%
Analyst Consensus Buy Buy
Investment Thesis
PLTR โ€” Palantir Technologies Inc.
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 mโ€ฆ
XOM โ€” Exxon Mobil Corporation
Exxon Mobil is a world-class integrated energy supermajor with unmatched Permian Basin scale following the Pioneer Natural Resources acquisition, a high-margin Guyana growth engine, and disciplined capital allocation. However, the stock remains significantly overvalued relative to its own 5-year history on every key metric. At $152, XOM trades at roughly 22x trailing earnings, 1.96x sales, and 27โ€ฆ
Accumulation Zones
Metric PLTR XOM
Zone Low $81.00 $77.00
Zone High $92.00 $92.00
In Buy Zone? No No
โ† PLTR Research    XOM Research โ†’    All Research