GS vs PANW: Which Is the Better Buy?
Side-by-side comparison of The Goldman Sachs Group, Inc. and Palo Alto Networks, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-29.
The Goldman Sachs Group, Inc. · Financial Services
$926.55
-45.0% upside to fair value
Grade D
VS
Palo Alto Networks, Inc. · Technology
$174.41
-0.1% upside to fair value
Grade B
High Quality
QuantHub Verdict
PANW has more upside to fair value
(-0.1%).
GS trades at a lower forward P/E
(15.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
GS |
PANW |
| Current Price |
$926.55 |
$174.41 |
| Fair Value Estimate |
$509.60 |
$174.18 |
| Upside to Fair Value |
-45.0%
|
-0.1%
|
| Market Cap |
$275.0B |
$118.9B |
| Forward P/E |
15.6x
|
94.6x
|
| EV / EBITDA |
30.6x
|
52.3x
|
| Price / Sales |
2.5x
|
12.0x
|
| Price / FCF |
-5.8x
|
29.2x
|
| Revenue Growth YoY |
-45.4%
|
+14.9%
|
| Gross Margin |
55.5%
|
73.5%
|
| Operating Margin |
20.5%
|
14.4%
|
| Return on Equity |
14.6%
|
15.5%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
—
|
3.42%
|
| 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. 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…
Palo Alto Networks, Inc. is a leading global cybersecurity company specializing in AI-driven security platforms with a strong recurring revenue base exceeding 80% of total revenue. The company benefits from a high gross margin of 73.5% and solid profitability with a net margin of 13.0%, supported by accelerating revenue growth of 14.9% and earnings growth of 61.6% in the most recent quarter. Unde…
Accumulation Zones
| Metric |
GS |
PANW |
| Zone Low |
$382.20 |
$130.63 |
| Zone High |
$433.16 |
$148.05 |
| In Buy Zone? |
No
|
No
|