GS vs ORCL: Which Is the Better Buy?

Side-by-side comparison of The Goldman Sachs Group, Inc. and Oracle Corporation β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-04-29.
The Goldman Sachs Group, Inc. Β· Financial Services
$926.55
-45.0% upside to fair value
Grade D
VS
Oracle Corporation Β· Technology
$175.08
+45.0% upside to fair value
Grade C High Quality
QuantHub Verdict
ORCL has more upside to fair value (+45.0%). 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 ORCL
Current Price $926.55 $175.08
Fair Value Estimate $509.60 $253.87
Upside to Fair Value -45.0% +45.0%
Market Cap $275.0B $503.5B
Forward P/E 15.6x 30.8x
EV / EBITDA 30.6x 21.4x
Price / Sales 2.5x 7.9x
Price / FCF -5.8x -20.4x
Revenue Growth YoY -45.4% +21.7%
Gross Margin 55.5% 66.4%
Operating Margin 20.5% 30.8%
Return on Equity 14.6% 57.4%
Dividend Yield 0% 0%
FCF Yield β€” β€”
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…
ORCL β€” Oracle Corporation
Oracle Corporation is a leading enterprise software and cloud infrastructure provider with a strong legacy in database technology and a growing cloud business. The company benefits from a durable competitive moat supported by high insider ownership, experienced leadership, and a history of strategic acquisitions. Oracle's recent financials show robust revenue growth of 21.7% and earnings growth o…
Accumulation Zones
Metric GS ORCL
Zone Low $382.20 $190.40
Zone High $433.16 $215.79
In Buy Zone? No Yes
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