GS vs V: Which Is the Better Buy?
Side-by-side comparison of The Goldman Sachs Group, Inc. and Visa Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-11.
The Goldman Sachs Group, Inc. · Financial Services
$907.80
-3.1% upside to fair value
Low Conviction
Grade C+
VS
Visa Inc. · Financial Services
$304.36
+37.7% upside to fair value
High Conviction
Grade A-
QuantHub Verdict
V has more upside to fair value
(+37.7%).
GS trades at a lower forward P/E
(15.6x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
GS |
V |
| Current Price |
$907.80 |
$304.36 |
| Fair Value Estimate |
$880.00 |
$419.00 |
| Upside to Fair Value |
-3.1%
|
+37.7%
|
| Market Cap |
$269.4B |
$586.8B |
| Forward P/E |
15.6x
|
23.7x
|
| EV / EBITDA |
29.7x
|
22.3x
|
| Price / Sales |
2.1x
|
14.2x
|
| Price / FCF |
—
|
25.6x
|
| Revenue Growth YoY |
+9.0%
|
+11.3%
|
| Gross Margin |
47.5%
|
81.08%
|
| Operating Margin |
17.5%
|
59.18%
|
| Return on Equity |
13.8%
|
54.22%
|
| Dividend Yield |
1.71% |
0.83% |
| FCF Yield |
—
|
3.91%
|
| 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 …
Visa is the world's dominant payment network with $40B in net revenue (FY2025), 50%+ net margins, and a capital-light toll-booth model processing $14.2T in annual payment volume across 257.5B transactions. The business compounds at 10-12% revenue CAGR with operating leverage pushing EPS growth to 12-15% over a cycle, funded by $21.6B in annual free cash flow against only $1.5B in capex. At 28.0x …
Accumulation Zones
| Metric |
GS |
V |
| Zone Low |
$600.00 |
$265.00 |
| Zone High |
$680.00 |
$300.00 |
| In Buy Zone? |
No
|
No
|