GS vs META: Which Is the Better Buy?

Side-by-side comparison of The Goldman Sachs Group, Inc. and Meta Platforms, Inc. β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-04-11.
The Goldman Sachs Group, Inc. Β· Financial Services
$907.80
-3.1% upside to fair value
Low Conviction Grade C+
VS
Meta Platforms, Inc. Β· Communication Services
$611.40
+12.9% upside to fair value
High Conviction Grade A-
QuantHub Verdict
META has more upside to fair value (+12.9%). 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 GS META
Current Price $907.80 $611.40
Fair Value Estimate $880.00 $690.00
Upside to Fair Value -3.1% +12.9%
Market Cap $269.4B $1,541.3B
Forward P/E 15.6x 23.0x
EV / EBITDA 29.7x 18.0x
Price / Sales 2.1x 7.7x
Price / FCF β€” 33.4x
Revenue Growth YoY +9.0% +22.2%
Gross Margin 47.5% 82.0%
Operating Margin 17.5% 41.4%
Return on Equity 13.8% 30.6%
Dividend Yield 1.71% 0.4%
FCF Yield β€” 3.0%
Analyst Consensus Buy Strong Buy
Investment Thesis
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 …
META β€” Meta Platforms, Inc.
Meta Platforms operates the world's largest social media ecosystem (Facebook, Instagram, WhatsApp, Threads) reaching 3.3B+ daily users, generating $201B in revenue predominantly from digital advertising. The company's 82% gross margins and AI-powered ad targeting create an extraordinarily profitable core business. Trading at its 5-year P/E low of 25.5x despite 22% revenue growth, META is cheap on…
Accumulation Zones
Metric GS META
Zone Low $600.00 $520.00
Zone High $680.00 $590.00
In Buy Zone? No No
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