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 2026-09-26.
The Goldman Sachs Group, Inc. · Financial Services
$923.29
+25.9% upside to fair value
Med Conviction
Grade C
High Quality
VS
QUALCOMM Incorporated · Technology
$201.97
-21.1% upside to fair value
Med Conviction
Grade D
High Quality
QuantHub Verdict
GS has more upside to fair value
(+25.9%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
GS |
QCOM |
| Current Price |
$923.29 |
$201.97 |
| Fair Value Estimate |
$1,162.79 |
$159.42 |
| Upside to Fair Value |
+25.9%
|
-21.1%
|
| Market Cap |
$272.4B |
$212.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
26.3x
|
16.5x
|
| Price / Sales |
2.3x
|
4.8x
|
| Price / FCF |
—
|
20.5x
|
| Revenue Growth YoY |
+22.9%
|
-4.0%
|
| Gross Margin |
57.3%
|
54.2%
|
| Operating Margin |
24.8%
|
23.2%
|
| Return on Equity |
17.0%
|
37.3%
|
| Dividend Yield |
1.95% |
1.79% |
| FCF Yield |
—
|
4.88%
|
| Analyst Consensus |
Hold
|
Hold
|
Investment Thesis
Goldman Sachs is a global financial services firm operating four divisions: Investment Banking, Global Markets, Asset Management, and Consumer & Wealth Management, with 46,200 full-time employees and a market cap of $272.38 billion at a current price of $923.29. The business quality is high because of its leading franchise in advisory, underwriting, and trading, evidenced by a 17.0% ROE, a 57.3% …
Qualcomm develops foundational wireless technologies and monetizes them through two main engines: QCT, which supplies Snapdragon application processors and modems, and QTL, which licenses a standards-essential patent portfolio covering CDMA2000, WCDMA, LTE and 5G. The licensing arm and the company's entrenched position in premium Android handsets give it a genuinely high-quality business, evidenc…
Accumulation Zones
| Metric |
GS |
QCOM |
| Zone Low |
$872.09 |
$119.56 |
| Zone High |
$988.37 |
$135.51 |
| In Buy Zone? |
Yes
|
No
|