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Stock Analysis & ValuationThe Goldman Sachs Group, Inc. (GOS.DE)

Professional Stock Screener
Previous Close
783.30
Sector Valuation Confidence Level
High
Valuation methodValue, Upside, %
Artificial intelligence (AI)362.30-54
Intrinsic value (DCF)195.94-75
Graham-Dodd Method316.80-60
Graham Formula969.3024

Strategic Investment Analysis

Company Overview

The Goldman Sachs Group, Inc. (GOS.DE) is a leading global financial institution headquartered in New York, offering a comprehensive suite of financial services to corporations, financial institutions, governments, and individuals. Operating through four key segments—Investment Banking, Global Markets, Asset Management, and Consumer & Wealth Management—Goldman Sachs excels in advisory, underwriting, trading, and asset management services. The company's Investment Banking segment is renowned for its expertise in mergers and acquisitions, capital raising, and strategic advisory, while its Global Markets division provides liquidity and risk management solutions across equities, fixed income, currencies, and commodities. The Asset Management segment manages diverse portfolios, including private equity and real estate, and the Consumer & Wealth Management segment offers tailored wealth solutions. With a storied history dating back to 1869, Goldman Sachs remains a dominant force in the financial services sector, leveraging its global reach, deep industry expertise, and innovative financial solutions to maintain a competitive edge in capital markets.

Investment Summary

Goldman Sachs presents a compelling investment case due to its strong market position, diversified revenue streams, and robust financial performance. With a market capitalization of approximately €161.67 billion and a diluted EPS of €40.54, the company demonstrates solid profitability. However, investors should note the high beta of 1.311, indicating higher volatility relative to the market. The negative operating cash flow of €-13.21 billion and significant total debt of €342.56 billion raise concerns about liquidity and leverage. Nonetheless, Goldman Sachs' leadership in investment banking and asset management, combined with its global footprint, positions it well for long-term growth. The dividend yield, supported by a dividend per share of €10.96, adds to its attractiveness for income-focused investors.

Competitive Analysis

Goldman Sachs maintains a competitive advantage through its unparalleled brand reputation, extensive global network, and deep client relationships. Its Investment Banking segment is a market leader, often securing high-profile advisory and underwriting mandates. The Global Markets division benefits from strong trading capabilities and risk management expertise, while Asset Management leverages its diversified product offerings to attract institutional and high-net-worth clients. Consumer & Wealth Management is expanding its digital platforms to enhance client engagement. However, the company faces intense competition from other bulge-bracket banks, which also offer comprehensive financial services. Regulatory scrutiny and market volatility pose additional challenges. Goldman Sachs' ability to innovate and adapt to changing market conditions, such as the shift towards sustainable finance and digital assets, will be critical in maintaining its leadership position.

Major Competitors

  • JPMorgan Chase & Co. (JPM): JPMorgan Chase is a formidable competitor with a larger balance sheet and broader retail banking presence. Its diversified business model, including strong commercial banking and asset management divisions, provides stability. However, Goldman Sachs often outperforms in high-margin investment banking and trading activities.
  • Morgan Stanley (MS): Morgan Stanley rivals Goldman Sachs in investment banking and wealth management. Its acquisition of E*TRADE has strengthened its retail brokerage, while Goldman Sachs focuses more on institutional clients. Morgan Stanley's asset management growth is notable, but Goldman Sachs retains an edge in trading and advisory services.
  • Citigroup Inc. (C): Citigroup has a strong global presence, particularly in emerging markets, but struggles with operational inefficiencies. Goldman Sachs outperforms in profitability and client prestige, though Citigroup's extensive retail and corporate banking network provides diversification benefits.
  • Bank of America Corporation (BAC): Bank of America excels in retail and commercial banking, with a vast branch network. Goldman Sachs, however, leads in investment banking and trading. Bank of America's Merrill Lynch division competes in wealth management, but Goldman Sachs' high-net-worth focus offers higher margins.
  • UBS Group AG (UBS): UBS is a key competitor in wealth management and investment banking, with a strong European and Asian presence. Goldman Sachs has a more dominant position in the U.S. and global capital markets. UBS's recent restructuring aims to streamline operations, but Goldman Sachs' execution remains superior.
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