GS vs PLTR: Which Is the Better Buy?
Side-by-side comparison of The Goldman Sachs Group, Inc. and Palantir Technologies Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-16.
The Goldman Sachs Group, Inc. · Financial Services
$907.80
-3.1% upside to fair value
Low Conviction
Grade C+
VS
Palantir Technologies Inc. · Technology
$142.76
-24.3% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
GS has more upside to fair value
(-3.1%).
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 |
PLTR |
| Current Price |
$907.80 |
$142.76 |
| Fair Value Estimate |
$880.00 |
$108.00 |
| Upside to Fair Value |
-3.1%
|
-24.3%
|
| Market Cap |
$269.4B |
$327.1B |
| Forward P/E |
15.6x
|
209.7x
|
| EV / EBITDA |
29.7x
|
—
|
| Price / Sales |
2.1x
|
73.1x
|
| Price / FCF |
—
|
155.7x
|
| Revenue Growth YoY |
+9.0%
|
+19.1%
|
| Gross Margin |
47.5%
|
82.4%
|
| Operating Margin |
17.5%
|
31.6%
|
| Return on Equity |
13.8%
|
25.7%
|
| Dividend Yield |
1.71% |
— |
| FCF Yield |
—
|
0.6%
|
| Analyst Consensus |
Buy
|
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 …
Palantir Technologies develops data analytics and AI software platforms like Gotham and Foundry for government and commercial clients. The business excels with high margins (gross 82.4%, net 36.3%), accelerating growth (Q4 FY2025 revenue up 70% YoY to $1.41B, 2026 guidance $7.19B implying 61% growth), and strong moats in defense and enterprise AI, but trades expensively at 73x P/S versus 5-year m…
Accumulation Zones
| Metric |
GS |
PLTR |
| Zone Low |
$600.00 |
$81.00 |
| Zone High |
$680.00 |
$92.00 |
| In Buy Zone? |
No
|
No
|