GS vs PLTR: Which Is the Better Buy?

Side-by-side comparison of The Goldman Sachs Group, Inc. and Palantir Technologies Inc. β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-05-07.
The Goldman Sachs Group, Inc. Β· Financial Services
$926.55
-45.0% upside to fair value
Grade D
VS
Palantir Technologies Inc. Β· Technology
$133.79
-41.7% upside to fair value
Grade C High Quality
QuantHub Verdict
PLTR has more upside to fair value (-41.7%). 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 PLTR
Current Price $926.55 $133.79
Fair Value Estimate $509.60 $78.04
Upside to Fair Value -45.0% -41.7%
Market Cap $275.0B $306.6B
Forward P/E 15.6x 140.4x
EV / EBITDA 30.6x 151.4x
Price / Sales 2.5x 58.7x
Price / FCF -5.8x 114.0x
Revenue Growth YoY -45.4% +84.7%
Gross Margin 55.5% 84.1%
Operating Margin 20.5% 38.1%
Return on Equity 14.6% 32.2%
Dividend Yield 0% 0%
FCF Yield β€” 0.88%
Analyst Consensus Hold 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…
PLTR β€” Palantir Technologies Inc.
Palantir Technologies Inc. is a high-growth enterprise software company specializing in data analytics and intelligence platforms for government and commercial clients. The company benefits from a durable competitive moat through its established government contracts, proprietary platforms Gotham and Foundry, and expanding commercial footprint. Palantir's revenue grew 84.7% year-over-year in the m…
Accumulation Zones
Metric GS PLTR
Zone Low $382.20 $58.53
Zone High $433.16 $66.33
In Buy Zone? No No
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