GS vs MS: Which Is the Better Buy?
Side-by-side comparison of The Goldman Sachs Group, Inc. and Morgan Stanley — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-17.
The Goldman Sachs Group, Inc. · Financial Services
$1,045.91
-45.0% upside to fair value
Grade D
VS
Morgan Stanley · Financial Services
$218.37
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
MS has more upside to fair value
(+45.0%).
GS trades at a lower forward P/E
(23.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
GS |
MS |
| Current Price |
$1,045.91 |
$218.37 |
| Fair Value Estimate |
$575.25 |
$316.64 |
| Upside to Fair Value |
-45.0%
|
+45.0%
|
| Market Cap |
$308.6B |
$344.4B |
| Forward P/E |
23.6x
|
23.6x
|
| EV / EBITDA |
15.9x
|
9.8x
|
| Price / Sales |
3.1x
|
2.7x
|
| Price / FCF |
-7.4x
|
-327.4x
|
| Revenue Growth YoY |
-35.0%
|
+22.4%
|
| Gross Margin |
47.4%
|
56.6%
|
| Operating Margin |
17.8%
|
28.4%
|
| Return on Equity |
15.3%
|
23.4%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
—
|
—
|
| Analyst Consensus |
Hold
|
Hold
|
Investment Thesis
The Goldman Sachs Group, Inc. operates as a leading global financial services firm specializing in investment banking, securities, investment management, and consumer banking. Despite its strong brand and competitive position in financial capital markets, the company currently faces significant headwinds as evidenced by a 35% decline in revenue and a 100% drop in earnings in the most recent quart…
Morgan Stanley is a leading global financial services firm specializing in capital markets, wealth management, and investment banking. The company demonstrates high business quality with a strong return on equity of 23.4% and robust revenue growth of 22.4% in the most recent quarter, alongside impressive earnings growth of 57.7% in the same period. Its gross margin of 56.6% and net margin of 20.2…
Accumulation Zones
| Metric |
GS |
MS |
| Zone Low |
$431.44 |
$237.48 |
| Zone High |
$488.96 |
$269.14 |
| In Buy Zone? |
No
|
Yes
|