GS vs ORCL: Which Is the Better Buy?
Side-by-side comparison of The Goldman Sachs Group, Inc. and Oracle Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-14.
The Goldman Sachs Group, Inc. · Financial Services
$1,045.91
-45.0% upside to fair value
Grade D
VS
Oracle Corporation · Technology
$184.31
+14.0% upside to fair value
Grade C
High Quality
QuantHub Verdict
ORCL has more upside to fair value
(+14.0%).
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 |
ORCL |
| Current Price |
$1,045.91 |
$184.31 |
| Fair Value Estimate |
$575.25 |
$210.13 |
| Upside to Fair Value |
-45.0%
|
+14.0%
|
| Market Cap |
$308.6B |
$530.1B |
| Forward P/E |
23.6x
|
31.0x
|
| EV / EBITDA |
15.9x
|
20.4x
|
| Price / Sales |
3.1x
|
7.9x
|
| Price / FCF |
-7.4x
|
-22.4x
|
| Revenue Growth YoY |
-35.0%
|
+20.6%
|
| Gross Margin |
47.4%
|
65.8%
|
| Operating Margin |
17.8%
|
30.8%
|
| Return on Equity |
15.3%
|
50.4%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
—
|
—
|
| 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. 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…
Oracle Corporation is a leading enterprise software and cloud infrastructure provider with a durable competitive moat driven by its extensive software portfolio, strong cloud growth, and stable leadership. The company reported $57.4 billion in revenue for fiscal 2025, growing 8% year-over-year, with cloud services and license support growing 12%. Oracle's cloud infrastructure (OCI) is a key growt…
Accumulation Zones
| Metric |
GS |
ORCL |
| Zone Low |
$431.44 |
$157.60 |
| Zone High |
$488.96 |
$178.61 |
| In Buy Zone? |
No
|
No
|