Comprehensive Stock Comparison
Compare Palantir Technologies Inc. (PLTR) vs NVIDIA Corporation (NVDA) Stock
Analyze side-by-side fundamentals, valuation, growth, and profitability to decide which stock is the better buy.
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Quick Verdict
| Category | Winner | Why |
|---|---|---|
| Growth | NVDA | 65.5% revenue growth vs PLTR's 56.2% |
| Value | NVDA | Lower P/E (21.9x vs 106.7x) |
| Quality / Margins | NVDA | 55.6% net margin vs PLTR's 36.3% |
| Stability / Safety | NVDA | Beta 1.73 vs PLTR's 1.97 |
| Dividends | NVDA | 0.0% yield; 2-year raise streak; PLTR pays no meaningful dividend |
| Momentum (1Y) | PLTR | +61.6% vs NVDA's +41.9% |
| Efficiency (ROA) | NVDA | 58.1% ROA vs PLTR's 18.3%, ROIC 81.8% vs 22.3% |
Who Each Stock Is For
Income & stability
Growth exposure
Long-term compounding (10Y)
Sleep-well-at-night portfolio
Defensive / Recession hedge
Business Model
What each company does and how it makes money
Palantir Technologies builds and operates advanced data analytics platforms that help government agencies and large enterprises integrate, analyze, and act on complex data. It generates revenue primarily through government contracts—particularly with defense and intelligence agencies—and commercial enterprise software subscriptions, with government work historically representing the majority of its business. The company's key advantage lies in its deep expertise in handling sensitive, classified data and its proprietary software platforms that have been battle-tested in national security applications for nearly two decades.
NVIDIA designs and sells graphics processing units (GPUs) and accelerated computing platforms that power artificial intelligence, gaming, and professional visualization applications. The company generates revenue primarily through its Data Center segment — which includes AI chips and systems — accounting for over 70% of sales, supplemented by its Gaming GPU business and professional visualization offerings. NVIDIA's competitive moat stems from its CUDA software ecosystem — which locks developers into its hardware architecture — and its years of architectural leadership in parallel processing for AI workloads.
Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Financial Metrics Comparison
Side-by-side fundamentals across 2 stocks. BestLagging
Financial Scorecard
NVDA leads in 2 of 6 categories — strongest in Valuation Metrics and Risk & Volatility. 3 categories are tied.
Financial Metrics (TTM)
NVDA is the larger business by revenue, generating $215.9B annually — 48.2x PLTR's $4.5B. NVDA is the more profitable business, keeping 55.6% of every revenue dollar as net income compared to PLTR's 36.3%. On growth, NVDA holds the edge at +73.2% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | PLTRPalantir Technolo… | NVDANVIDIA Corporation |
|---|---|---|
| RevenueTrailing 12 months | $4.5B | $215.9B |
| EBITDAEarnings before interest/tax | $1.4B | $133.2B |
| Net IncomeAfter-tax profit | $1.6B | $120.1B |
| Free Cash FlowCash after capex | $2.1B | $96.7B |
| Gross MarginGross profit ÷ Revenue | +82.4% | +71.1% |
| Operating MarginEBIT ÷ Revenue | +31.6% | +60.4% |
| Net MarginNet income ÷ Revenue | +36.3% | +55.6% |
| FCF MarginFCF ÷ Revenue | +47.0% | +44.8% |
| Rev. Growth (YoY)Latest quarter vs prior year | +70.0% | +73.2% |
| EPS Growth (YoY)Latest quarter vs prior year | +6.7% | +97.8% |
Valuation Metrics
At 36.2x trailing earnings, NVDA trades at a 83% valuation discount to PLTR's 217.8x P/E. On an enterprise value basis, NVDA's 32.3x EV/EBITDA is more attractive than PLTR's 216.8x.
| Metric | PLTRPalantir Technolo… | NVDANVIDIA Corporation |
|---|---|---|
| Market CapShares × price | $313.4B | $4.31T |
| Enterprise ValueMkt cap + debt − cash | $312.2B | $4.31T |
| Trailing P/EPrice ÷ TTM EPS | 217.76x | 36.16x |
| Forward P/EPrice ÷ next-FY EPS est. | 106.66x | 21.88x |
| PEG RatioP/E ÷ EPS growth rate | — | 0.38x |
| EV / EBITDAEnterprise value multiple | 216.78x | 32.33x |
| Price / SalesMarket cap ÷ Revenue | 70.02x | 19.94x |
| Price / BookPrice ÷ Book value/share | 47.00x | 27.52x |
| Price / FCFMarket cap ÷ FCF | 149.19x | 44.54x |
Profitability & Efficiency
NVDA delivers a 76.3% return on equity — every $100 of shareholder capital generates $76 in annual profit, vs $22 for PLTR. PLTR carries lower financial leverage with a 0.03x debt-to-equity ratio, signaling a more conservative balance sheet compared to NVDA's 0.07x. On the Piotroski fundamental quality scale (0–9), PLTR scores 8/9 vs NVDA's 4/9, reflecting strong financial health.
| Metric | PLTRPalantir Technolo… | NVDANVIDIA Corporation |
|---|---|---|
| ROE (TTM)Return on equity | +21.7% | +76.3% |
| ROA (TTM)Return on assets | +18.3% | +58.1% |
| ROICReturn on invested capital | +22.3% | +81.8% |
| ROCEReturn on capital employed | +21.6% | +97.2% |
| Piotroski ScoreFundamental quality 0–9 | 8 | 4 |
| Debt / EquityFinancial leverage | 0.03x | 0.07x |
| Net DebtTotal debt minus cash | -$1.2B | $807M |
| Cash & Equiv.Liquid assets | $1.4B | $10.6B |
| Total DebtShort + long-term debt | $229M | $11.4B |
| Interest CoverageEBIT ÷ Interest expense | — | 545.03x |
Total Returns (with DRIP)
A $10,000 investment in NVDA five years ago would be worth $128,116 today (with dividends reinvested), compared to $55,296 for PLTR. Over the past 12 months, PLTR leads with a +61.6% total return vs NVDA's +41.9%. The 3-year compound annual growth rate (CAGR) favors PLTR at 159.6% vs NVDA's 96.9% — a key indicator of consistent wealth creation.
| Metric | PLTRPalantir Technolo… | NVDANVIDIA Corporation |
|---|---|---|
| YTD ReturnYear-to-date | -18.3% | -6.2% |
| 1-Year ReturnPast 12 months | +61.6% | +41.9% |
| 3-Year ReturnCumulative with dividends | +1649.9% | +663.5% |
| 5-Year ReturnCumulative with dividends | +453.0% | +1181.2% |
| 10-Year ReturnCumulative with dividends | +1344.1% | +22525.7% |
| CAGR (3Y)Annualised 3-year return | +159.6% | +96.9% |
Risk & Volatility
NVDA is the less volatile stock with a 1.73 beta — it tends to amplify market swings less than PLTR's 1.97 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. NVDA currently trades 83.5% from its 52-week high vs PLTR's 66.1% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | PLTRPalantir Technolo… | NVDANVIDIA Corporation |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.97x | 1.73x |
| 52-Week HighHighest price in past year | $207.52 | $212.19 |
| 52-Week LowLowest price in past year | $66.12 | $86.62 |
| % of 52W HighCurrent price vs 52-week peak | +66.1% | +83.5% |
| RSI (14)Momentum oscillator 0–100 | 42.3 | 47.4 |
| Avg Volume (50D)Average daily shares traded | 39.1M | 136.2M |
Analyst Outlook
Wall Street rates PLTR as "Hold" and NVDA as "Buy". Consensus price targets imply 52.9% upside for NVDA (target: $271) vs 44.8% for PLTR (target: $199).
| Metric | PLTRPalantir Technolo… | NVDANVIDIA Corporation |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy |
| Price TargetConsensus 12-month target | $198.71 | $271.00 |
| # AnalystsCovering analysts | 24 | 79 |
| Dividend YieldAnnual dividend ÷ price | — | +0.0% |
| Dividend StreakConsecutive years of raises | — | 2 |
| Dividend / ShareAnnual DPS | — | $0.04 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.0% | +0.9% |
Historical Charts
Charts are rendered on first load. Hover for details.
Chart 1Total Return — 5 Years (Rebased to 100)
| Stock | Sep 20 | Feb 26 | Change |
|---|---|---|---|
| Palantir Technologi… (PLTR) | 100 | 1,555.37 | +1455.4% |
| NVIDIA Corporation (NVDA) | 100 | 1,363.78 | +1263.8% |
NVIDIA Corporation (NVDA) returned +1.2K% over 5 years vs Palantir Technologi… (PLTR)'s +453%. A $10,000 investment in NVDA 5 years ago would be worth $128,116 today (including dividends reinvested).
Chart 2Revenue Growth — 10 Years
| Stock | 2017 | 2026 | Change |
|---|---|---|---|
| Palantir Technologi… (PLTR) | $595M | $4.5B | +651.7% |
| NVIDIA Corporation (NVDA) | $6.9B | $215.9B | +3025.0% |
NVIDIA Corporation's revenue grew from $6.9B (2017) to $215.9B (2026) — a 46.6% CAGR.
Chart 3Net Margin Trend — 10 Years
| Stock | 2017 | 2026 | Change |
|---|---|---|---|
| Palantir Technologi… (PLTR) | -97.4% | 36.3% | +137.3% |
| NVIDIA Corporation (NVDA) | 24.1% | 55.6% | +130.6% |
NVIDIA Corporation's net margin went from 24% (2017) to 56% (2026).
Chart 4P/E Ratio History — 10 Years
| Stock | 2017 | 2026 | Change |
|---|---|---|---|
| Palantir Technologi… (PLTR) | 188.1 | 282.1 | +50.0% |
| NVIDIA Corporation (NVDA) | 75.6 | 36.2 | -52.1% |
Palantir Technologies Inc. has traded in a 188x–398x P/E range over 3 years; current trailing P/E is ~218x. NVIDIA Corporation has traded in a 28x–291x P/E range over 10 years; current trailing P/E is ~36x.
Chart 5EPS Growth — 10 Years
| Stock | 2017 | 2026 | Change |
|---|---|---|---|
| Palantir Technologi… (PLTR) | -0.89 | 0.63 | +170.8% |
| NVIDIA Corporation (NVDA) | 0.06 | 4.9 | +7556.3% |
NVIDIA Corporation's EPS grew from $0.06 (2017) to $4.90 (2026) — a 62% CAGR.
Chart 6Free Cash Flow — 5 Years
Palantir Technologies Inc. generated $2B FCF in 2025 (+554% vs 2021). NVIDIA Corporation generated $97B FCF in 2026 (+1960% vs 2021).
PLTR vs NVDA: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is PLTR or NVDA a better buy right now?
NVIDIA Corporation (NVDA) offers the better valuation at 36.2x trailing P/E (21.9x forward), making it the more compelling value choice. Analysts rate NVIDIA Corporation (NVDA) a "Buy" — based on 79 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — PLTR or NVDA?
On trailing P/E, NVIDIA Corporation (NVDA) is the cheapest at 36.2x versus Palantir Technologies Inc. at 217.8x. On forward P/E, NVIDIA Corporation is actually cheaper at 21.9x.
03Which is the better long-term investment — PLTR or NVDA?
Over the past 5 years, NVIDIA Corporation (NVDA) delivered a total return of +1181%, compared to +453.0% for Palantir Technologies Inc. (PLTR). A $10,000 investment in NVDA five years ago would be worth approximately $128K today (assuming dividends reinvested). Over 10 years, the gap is even starker: NVDA returned +225.3% versus PLTR's +1344%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — PLTR or NVDA?
By beta (market sensitivity over 5 years), NVIDIA Corporation (NVDA) is the lower-risk stock at 1.73β versus Palantir Technologies Inc.'s 1.97β — meaning PLTR is approximately 14% more volatile than NVDA relative to the S&P 500. On balance sheet safety, Palantir Technologies Inc. (PLTR) carries a lower debt/equity ratio of 3% versus 7% for NVIDIA Corporation — giving it more financial flexibility in a downturn.
05Which has better profit margins — PLTR or NVDA?
NVIDIA Corporation (NVDA) is the more profitable company, earning 55.6% net margin versus 36.3% for Palantir Technologies Inc. — meaning it keeps 55.6% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: NVDA leads at 60.4% versus 31.6% for PLTR. At the gross margin level — before operating expenses — PLTR leads at 82.4%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
06Is PLTR or NVDA more undervalued right now?
On forward earnings alone, NVIDIA Corporation (NVDA) trades at 21.9x forward P/E versus 106.7x for Palantir Technologies Inc. — 84.8x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for NVDA: 52.9% to $271.00.
07Which pays a better dividend — PLTR or NVDA?
None of the stocks in this comparison currently pay a material dividend. All are effectively zero-yield and should be held for capital appreciation rather than income.
08Is PLTR or NVDA better for a retirement portfolio?
For long-horizon retirement investors, Palantir Technologies Inc. (PLTR) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (+1344% 10Y return). NVIDIA Corporation (NVDA) carries a higher beta of 1.73 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (PLTR: +1344%, NVDA: +225.3%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
09What are the main differences between PLTR and NVDA?
Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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