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 2026-04-22.
The Goldman Sachs Group, Inc. · Financial Services
$907.80
-3.1% upside to fair value
Low Conviction
Grade C+
VS
Palo Alto Networks, Inc. · Technology
$174.96
+15.2% upside to fair value
Grade B
High Quality
QuantHub Verdict
PANW has more upside to fair value
(+15.2%).
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 |
$907.80 |
$174.96 |
| Fair Value Estimate |
$880.00 |
$201.61 |
| Upside to Fair Value |
-3.1%
|
+15.2%
|
| Market Cap |
$269.4B |
$119.2B |
| Forward P/E |
15.6x
|
94.9x
|
| EV / EBITDA |
29.7x
|
52.4x
|
| Price / Sales |
2.1x
|
12.1x
|
| Price / FCF |
—
|
29.3x
|
| Revenue Growth YoY |
+9.0%
|
+14.9%
|
| Gross Margin |
47.5%
|
73.5%
|
| Operating Margin |
17.5%
|
14.4%
|
| Return on Equity |
13.8%
|
15.5%
|
| Dividend Yield |
1.71% |
0% |
| FCF Yield |
—
|
3.41%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Goldman Sachs remains the premier global investment bank with dominant franchises in M&A advisory, equities trading, and asset management. FY2025 delivered $58.3B net revenues, 15% ROE, and $51.32 diluted EPS, powered by record equities trading and a resurgent IB pipeline. The stock has pulled back 8% from January highs near $985 but still trades at 2.27x book value, well above the 5-year median …
Palo Alto Networks is a leading cybersecurity company specializing in AI-driven cloud security platforms, subscription services, and hardware products. The company benefits from a durable competitive moat driven by its platform transformation under CEO Nikesh Arora, with over 50% of revenue from high-margin subscription services growing at 25.6% year-over-year in fiscal 2024. Despite a premium va…
Accumulation Zones
| Metric |
GS |
PANW |
| Zone Low |
$600.00 |
$151.21 |
| Zone High |
$680.00 |
$171.37 |
| In Buy Zone? |
No
|
No
|