GS vs MSFT: Which Is the Better Buy?
Side-by-side comparison of The Goldman Sachs Group, Inc. and Microsoft Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-29.
The Goldman Sachs Group, Inc. · Financial Services
$926.55
-45.0% upside to fair value
Grade D
VS
Microsoft Corporation · Technology
$429.25
-1.3% upside to fair value
Grade B
High Quality
QuantHub Verdict
MSFT has more upside to fair value
(-1.3%).
GS trades at a lower forward P/E
(15.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
GS |
MSFT |
| Current Price |
$926.55 |
$429.25 |
| Fair Value Estimate |
$509.60 |
$423.82 |
| Upside to Fair Value |
-45.0%
|
-1.3%
|
| Market Cap |
$275.0B |
$3,187.4B |
| Forward P/E |
15.6x
|
26.8x
|
| EV / EBITDA |
30.6x
|
17.2x
|
| Price / Sales |
2.5x
|
10.4x
|
| Price / FCF |
-5.8x
|
41.2x
|
| Revenue Growth YoY |
-45.4%
|
+16.7%
|
| Gross Margin |
55.5%
|
68.6%
|
| Operating Margin |
20.5%
|
46.7%
|
| Return on Equity |
14.6%
|
33.6%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
—
|
2.43%
|
| Analyst Consensus |
Hold
|
Strong Buy
|
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. The company benefits from a high-quality business model characterized by strong brand recognition, deep client relationships, and a history of stable leadership. However, the stock is currently significantly overvalued, tra…
Microsoft Corporation is a leading technology company specializing in software infrastructure, cloud computing, and productivity solutions. The company benefits from a high-quality business model characterized by durable competitive moats including strong switching costs and intangible assets such as its brand and cloud infrastructure. Under CEO Satya Nadella's leadership since 2014, Microsoft ha…
Accumulation Zones
| Metric |
GS |
MSFT |
| Zone Low |
$382.20 |
$317.87 |
| Zone High |
$433.16 |
$360.25 |
| In Buy Zone? |
No
|
No
|