GS vs NFLX: Which Is the Better Buy?

Side-by-side comparison of The Goldman Sachs Group, Inc. and Netflix, Inc. β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-07-16.
The Goldman Sachs Group, Inc. Β· Financial Services
$1,045.91
-45.0% upside to fair value
Grade D
VS
Netflix, Inc. Β· Communication Services
$73.68
+45.0% upside to fair value
Grade B High Quality
QuantHub Verdict
NFLX has more upside to fair value (+45.0%). NFLX trades at a lower forward P/E (23.3x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric GS NFLX
Current Price $1,045.91 $73.68
Fair Value Estimate $575.25 $106.84
Upside to Fair Value -45.0% +45.0%
Market Cap $308.6B $310.2B
Forward P/E 23.6x 23.3x
EV / EBITDA 15.9x 9.2x
Price / Sales 3.1x 6.6x
Price / FCF -7.4x 26.1x
Revenue Growth YoY -35.0% +16.2%
Gross Margin 47.4% 49.0%
Operating Margin 17.8% 29.7%
Return on Equity 15.3% 49.2%
Dividend Yield 0% 0%
FCF Yield β€” 3.83%
Analyst Consensus Hold Strong Buy
Investment Thesis
GS β€” The Goldman Sachs Group, Inc.
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…
NFLX β€” Netflix, Inc.
Netflix, Inc. operates as a leading global streaming entertainment service, delivering a wide variety of TV series, documentaries, and feature films across multiple genres and languages. The company exhibits high business quality with a durable competitive moat supported by strong brand recognition, intangible assets, and network effects. Its recent financial performance shows robust earnings gro…
Accumulation Zones
Metric GS NFLX
Zone Low $431.44 $80.13
Zone High $488.96 $90.81
In Buy Zone? No Yes
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