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 2026-05-04.
The Goldman Sachs Group, Inc. Β· Financial Services
$926.55
-98.0% upside to fair value
Grade D
VS
Netflix, Inc. Β· Communication Services
$91.02
+95.7% upside to fair value
Grade B High Quality
QuantHub Verdict
NFLX has more upside to fair value (+95.7%). 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 NFLX
Current Price $926.55 $91.02
Fair Value Estimate $18.16 $178.10
Upside to Fair Value -98.0% +95.7%
Market Cap $275.0B $383.3B
Forward P/E 15.6x 28.7x
EV / EBITDA 30.6x 11.4x
Price / Sales 2.5x 8.2x
Price / FCF -5.8x 32.2x
Revenue Growth YoY -45.4% +16.2%
Gross Margin 55.5% 49.0%
Operating Margin 20.5% 29.7%
Return on Equity 14.6% 49.2%
Dividend Yield 0% 0%
FCF Yield β€” 3.1%
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. 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…
NFLX β€” Netflix, Inc.
Netflix, Inc. operates a leading global streaming entertainment service with a dominant streaming segment accounting for nearly 100% of its revenue. The company benefits from a high-quality business model characterized by strong revenue growth of 16.2% and earnings growth of 82.8% in the most recent quarter, a robust 49.2% return on equity, and healthy margins with a 29.7% operating margin and 28…
Accumulation Zones
Metric GS NFLX
Zone Low $13.62 $133.57
Zone High $15.44 $151.38
In Buy Zone? No Yes
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