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 2026-09-25.
The Goldman Sachs Group, Inc. · Financial Services
$923.29
+25.9% upside to fair value
Med Conviction
Grade C
High Quality
VS
Oracle Corporation · Technology
$149.12
+45.0% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
ORCL has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
GS |
ORCL |
| Current Price |
$923.29 |
$149.12 |
| Fair Value Estimate |
$1,162.79 |
$216.22 |
| Upside to Fair Value |
+25.9%
|
+45.0%
|
| Market Cap |
$272.4B |
$429.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
26.3x
|
14.6x
|
| Price / Sales |
2.3x
|
6.0x
|
| Price / FCF |
—
|
—
|
| Revenue Growth YoY |
+22.9%
|
+29.6%
|
| Gross Margin |
57.3%
|
63.9%
|
| Operating Margin |
24.8%
|
32.4%
|
| Return on Equity |
17.0%
|
42.6%
|
| Dividend Yield |
1.95% |
1.34% |
| FCF Yield |
—
|
—
|
| Analyst Consensus |
Hold
|
Strong Buy
|
Investment Thesis
Goldman Sachs is a global financial services firm operating four divisions: Investment Banking, Global Markets, Asset Management, and Consumer & Wealth Management, with 46,200 full-time employees and a market cap of $272.38 billion at a current price of $923.29. The business quality is high because of its leading franchise in advisory, underwriting, and trading, evidenced by a 17.0% ROE, a 57.3% …
Oracle is a global enterprise software and cloud infrastructure provider whose portfolio spans the Oracle Database, Java, Fusion Cloud SaaS applications (ERP, EPM, SCM, HCM), NetSuite, and Oracle Cloud Infrastructure, sold through a direct sales force to businesses, governments, and educational institutions worldwide. The business quality is high on fundamentals: trailing-twelve-month gross margi…
Accumulation Zones
| Metric |
GS |
ORCL |
| Zone Low |
$872.09 |
$162.16 |
| Zone High |
$988.37 |
$183.79 |
| In Buy Zone? |
Yes
|
Yes
|