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
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 mโฆ
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 27โฆ
Accumulation Zones
| Metric |
PLTR |
XOM |
| Zone Low |
$81.00 |
$77.00 |
| Zone High |
$92.00 |
$92.00 |
| In Buy Zone? |
No
|
No
|