GE vs GS: Which Is the Better Buy?

Side-by-side comparison of GE Aerospace and The Goldman Sachs Group, Inc. β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-04-11.
GE Aerospace Β· Industrials
$308.35
-44.2% upside to fair value
Grade D High Quality
VS
The Goldman Sachs Group, Inc. Β· Financial Services
$907.80
-3.1% upside to fair value
Low Conviction Grade C+
QuantHub Verdict
GS has more upside to fair value (-3.1%). GS trades at a lower forward P/E (15.6x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric GE GS
Current Price $308.35 $907.80
Fair Value Estimate $171.94 $880.00
Upside to Fair Value -44.2% -3.1%
Market Cap $325.2B $269.4B
Forward P/E 37.8x 15.6x
EV / EBITDA 27.9x 29.7x
Price / Sales 7.2x 2.1x
Price / FCF 45.2x β€”
Revenue Growth YoY +18.5% +9.0%
Gross Margin 36.8% 47.5%
Operating Margin 19.1% 17.5%
Return on Equity 46.6% 13.8%
Dividend Yield 0.44% 1.71%
FCF Yield 2.21% β€”
Analyst Consensus Strong Buy Buy
Investment Thesis
GE β€” GE Aerospace
GE Aerospace is the dominant pure-play aerospace engine company globally, operating through Commercial Engines and Services and Defense and Propulsion Technologies segments. The company delivered 18.5% revenue growth to $45.9 billion in 2025, driven by LEAP engine deliveries, a $190 billion backlog, and robust aftermarket services that generate majority profits. CEO Larry Culp has executed a rema…
GS β€” The Goldman Sachs Group, Inc.
Goldman Sachs remains the premier global investment bank with dominant franchises in M&A advisory, equities trading, and asset management. FY2025 delivered $58.3B net revenues, 15% ROE, and $51.32 diluted EPS, powered by record equities trading and a resurgent IB pipeline. The stock has pulled back 8% from January highs near $985 but still trades at 2.27x book value, well above the 5-year median …
Accumulation Zones
Metric GE GS
Zone Low $128.96 $600.00
Zone High $146.15 $680.00
In Buy Zone? No No
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