GS vs WDC: Which Is the Better Buy?
Side-by-side comparison of The Goldman Sachs Group, Inc. and Western Digital Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-08-06.
The Goldman Sachs Group, Inc. · Financial Services
$1,045.91
-45.0% upside to fair value
Grade D
VS
Western Digital Corporation · Technology
$519.17
-28.7% upside to fair value
Med Conviction
Grade C+
QuantHub Verdict
WDC has more upside to fair value
(-28.7%).
GS trades at a lower forward P/E
(23.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
GS |
WDC |
| Current Price |
$1,045.91 |
$519.17 |
| Fair Value Estimate |
$575.25 |
$370.00 |
| Upside to Fair Value |
-45.0%
|
-28.7%
|
| Market Cap |
$308.6B |
$178.9B |
| Forward P/E |
23.6x
|
27.8x
|
| EV / EBITDA |
15.9x
|
37.3x
|
| Price / Sales |
3.1x
|
13.9x
|
| Price / FCF |
-7.4x
|
51.0x
|
| Revenue Growth YoY |
-35.0%
|
+35.7%
|
| Gross Margin |
47.4%
|
48.9%
|
| Operating Margin |
17.8%
|
34.9%
|
| Return on Equity |
15.3%
|
43.4%
|
| Dividend Yield |
0% |
0.1% |
| FCF Yield |
—
|
2.0%
|
| Analyst Consensus |
Hold
|
Buy
|
Investment Thesis
The Goldman Sachs Group, Inc. operates as a leading global financial services firm specializing in investment banking, securities, investment management, and consumer banking. Despite its strong brand and competitive position in financial capital markets, the company currently faces significant headwinds as evidenced by a 35% decline in revenue and a 100% drop in earnings in the most recent quart…
Western Digital is now a pure-play, duopoly hard-disk-drive manufacturer, having spun off its NAND flash business as SanDisk in February 2025 and sold its remaining SanDisk stake for $3.1 billion in February 2026. It is riding the same AI-storage supercycle as SanDisk and Micron, but from the mass-capacity nearline HDD side: hyperscalers are buying every high-capacity drive WDC can make for AI da…
Accumulation Zones
| Metric |
GS |
WDC |
| Zone Low |
$431.44 |
$278.00 |
| Zone High |
$488.96 |
$315.00 |
| In Buy Zone? |
No
|
No
|