GS vs QCOM: Which Is the Better Buy?
Side-by-side comparison of The Goldman Sachs Group, Inc. and QUALCOMM Incorporated — 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
QUALCOMM Incorporated · Technology
$134.47
+77.7% upside to fair value
Med Conviction
Grade B
QuantHub Verdict
QCOM has more upside to fair value
(+77.7%).
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 |
QCOM |
| Current Price |
$907.80 |
$134.47 |
| Fair Value Estimate |
$880.00 |
$239.00 |
| Upside to Fair Value |
-3.1%
|
+77.7%
|
| Market Cap |
$269.4B |
$143.6B |
| Forward P/E |
15.6x
|
26.8x
|
| EV / EBITDA |
29.7x
|
—
|
| Price / Sales |
2.1x
|
3.2x
|
| Price / FCF |
—
|
11.1x
|
| Revenue Growth YoY |
+9.0%
|
+8.7%
|
| Gross Margin |
47.5%
|
55.1%
|
| Operating Margin |
17.5%
|
27.1%
|
| Return on Equity |
13.8%
|
21.6%
|
| Dividend Yield |
1.71% |
— |
| FCF Yield |
—
|
9.0%
|
| Analyst Consensus |
Buy
|
Hold
|
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 …
Qualcomm Incorporated is a leading semiconductor company specializing in wireless chipsets and IP licensing, with dominant positions in 5G modems via QCT (87% of revenue) and steady QTL royalties. The business excels through a vast patent moat, diversification into automotive and IoT, and robust growth (revenue +13% YoY to $44B in FY2025), but faces risks from Apple modem shifts and China exposur…
Accumulation Zones
| Metric |
GS |
QCOM |
| Zone Low |
$600.00 |
$179.00 |
| Zone High |
$680.00 |
$203.00 |
| In Buy Zone? |
No
|
Yes
|