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 2026-07-14.
The Goldman Sachs Group, Inc. · Financial Services
$1,045.91
-45.0% upside to fair value
Grade D
VS
Palo Alto Networks, Inc. · Technology
$287.78
+2.9% upside to fair value
Grade B
High Quality
QuantHub Verdict
PANW has more upside to fair value
(+2.9%).
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 |
PANW |
| Current Price |
$1,045.91 |
$287.78 |
| Fair Value Estimate |
$575.25 |
$296.19 |
| Upside to Fair Value |
-45.0%
|
+2.9%
|
| Market Cap |
$308.6B |
$196.1B |
| Forward P/E |
23.6x
|
248.9x
|
| EV / EBITDA |
15.9x
|
85.9x
|
| Price / Sales |
3.1x
|
18.5x
|
| Price / FCF |
-7.4x
|
45.7x
|
| Revenue Growth YoY |
-35.0%
|
+31.1%
|
| Gross Margin |
47.4%
|
71.9%
|
| Operating Margin |
17.8%
|
9.6%
|
| Return on Equity |
15.3%
|
6.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
—
|
2.19%
|
| 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…
Palo Alto Networks is a leading cybersecurity company specializing in next-generation security platforms with a strong subscription and support revenue base comprising approximately 81% of total revenue. The company benefits from a wide and expanding competitive moat driven by its AI- and platform-driven cybersecurity solutions, led by a seasoned management team. Despite strong revenue growth of …
Accumulation Zones
| Metric |
GS |
PANW |
| Zone Low |
$431.44 |
$222.14 |
| Zone High |
$488.96 |
$251.76 |
| In Buy Zone? |
No
|
No
|