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Stock The Goldman Sachs Group, Inc. GS

The Goldman Sachs Group, Inc. — Investlytic score 3/5 on the five criteria.

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60/ 100
Score Investlytic · 5 criteria

Analysis in progress…

Investlytic score: 3/5 criteria met. Data as of 03/10/2026.

  • ✅ Price trend passed
  • ✅ Growth passed
  • ❌ Debt failed
  • ✅ P/E passed
  • ❌ Correction failed

Price trend

Overall trend (8 years): the price has been multiplied by at least 1.5.

Price change 2018 → 2019: 37.64%

Price change 2019 → 2020: 14.69%

Price change 2020 → 2021: 45.06%

Price change 2021 → 2022: -10.24%

Price change 2022 → 2023: 12.34%

Price change 2023 → 2024: 48.44%

Price change 2024 → 2025: 53.50%

Price change 2025 → 2026: 1.85%

Price change 2026 (year to date): -2.08%

Financial growth

Revenue CAGR (8 years): 13.25%

Earnings CAGR (8 years): 7.34%

Growth status: positive trend (>1%/yr) in revenue and earnings.

Debt

Debt-to-equity ratio: 4.88

Debt/equity > 0.5 (maximum threshold).

P/E (Price/Earnings)

P/E ratio: 13.93

P/E < 25.0 (maximum threshold).

Correction (6 months)

Current correction: 22.29% from the high over 6 months.

Excessive correction (> 20.0%).

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Criteria of the Investlytic model

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Price trend

Price & trend

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⚖️ Comparison with the market

All stocks →
StockP/EDette/FPRevenue growthRating
The Goldman Sachs Group, Inc.12.44.88+6.9 %🔒
Morgan Stanley14.74.26+8.1 %★ 4/5
American Express Company18.91.73+6.8 %–
HSBC Holdings plc11.02.81+3.6 %–
Citigroup Inc.11.63.37+2.8 %–

Data from the Investlytic screener. The rating of the stock being viewed is reserved for members.

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Detailed analysis · Price trend

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Global model trend and annual price variations · visible with a free account.

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Revenues & profits

Revenue and net income

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Chart of revenues and net income over 8 periods · real data, no estimates.

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Financial indicators

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18 financial indicators analyzed by groups of criteria: valuation, profitability, growth, solidity, dividend, and momentum.

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Annual financial statements

Fiscal yearRevenueNet income Net marginEPSRevenue growth
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Complete annual financial statements: revenue, net income, margin, and EPS over 8 fiscal years.

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Key reported figures

Revenue, net income and net margin reported by The Goldman Sachs Group, Inc. over the latest fiscal years.

Revenue
125 bn USD
fiscal year 2025
Net income
17.2 bn USD
fiscal year 2025
Net margin
13.7 %
fiscal year 2025
Average annual growth
+18.5 %
Revenue growth over 5 years
Average annual growth
+12.3 %
Revenue growth over 10 years
Market cap
250 bn USD
Fiscal yearRevenueNet incomeNet marginRevenue growth
202053.5 bn9.5 bn17.7 %n/a
202165.0 bn21.6 bn33.3 %+21.5 %
202268.7 bn11.3 bn16.4 %+5.7 %
2023108 bn8.5 bn7.8 %+57.8 %
2024127 bn14.3 bn11.2 %+17.0 %
2025125 bn17.2 bn13.7 %-1.4 %

Amounts converted to USD. Source: published annual accounts, collected on 06/11/2026.

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Accounts and financial health

Balance sheet and cash flow published by The Goldman Sachs Group, Inc. over the last fiscal years, strength scores and valuation by discounted cash flow (DCF).

Overview
fragile accounts
according to Altman Z, Piotroski and net debt
Altman Z-score
n/a
not applicable to banks and insurance
Piotroski Score
5 / 9
4 to 6: average accounts
Net Debt / EBITDA
20.05 x
high debt
Fiscal year20212022202320242025
Cash and investments779 bn722 bn925 bn922 bn625 bn
Total Debt488 bn435 bn583 bn617 bn610 bn
Net Debt227 bn193 bn342 bn435 bn445 bn
Equity110 bn117 bn117 bn122 bn125 bn
Total assets1,464 bn1,442 bn1,642 bn1,676 bn1,809 bn
Operating cash flow6.3 bn8.7 bn-12.6 bn-13.2 bn-45.2 bn
Investments (capex)4.7 bn3.7 bn2.3 bn2.1 bn2.1 bn
Free cash-flow1.6 bn5.0 bn-14.9 bn-15.3 bn-47.2 bn
Share buybacks7.9 bn3.5 bn6.8 bn10.2 bn12.4 bn
Dividends paid2.7 bn3.7 bn4.2 bn4.5 bn5.3 bn

Amounts in USD, currency of the published accounts.

Trailing 12-month ratios

Price / earnings (P/E)12.29 x
Price / book value2.05 x
Return on Equity (ROE)17.9 %
Return on Invested Capital (ROIC)2.5 %
Net margin17.9 %
Debt / equity6.71 x
Current ratio0.95 x
Interest coverage0.44 x
Free cash-flow yield-16.0 %

Altman Z: default risk estimated from the balance sheet and earnings. Piotroski: 9 tests on profitability, debt and efficiency. DCF: estimated value from discounted future cash flows, a model and not a forecast. Source: annual accounts published by the company, data as of 09/11/2026.

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Valuation and competitors

The Goldman Sachs Group, Inc. compared with its sector on the same exchange and with its main competitors.

Company P/E
12.4
31.9 % below the sector
Sector median P/E
18.3
financial services, NYSE
Sector over 10 years
18.3
10-year median, range 15.0 to 24.9

Direct competitors

CompanyMarket cap (USD)P/ENet margin
The Goldman Sachs Group, Inc.260 bn12.913.7 %
Morgan Stanley MS291 bn14.914.7 %
Jefferies Financial Group Inc. JEF8.7 bn12.56.6 %
JPMorgan Chase & Co. JPM896 bn14.520.4 %
Bank of America Corporation BAC346 bn11.515.9 %
Citigroup Inc. C206 bn12.08.5 %
Nomura Holdings, Inc. NMR27.4 bn10.97.2 %
Oppenheimer Holdings Inc. OPY914 m5.99.1 %
Houlihan Lokey, Inc. HLI9.6 bn18.316.7 %
Sector median (NYSE)18.3

Trailing 12-month P/E. Sector: median of companies in the same sector listed on the same exchange, collected on . Competitors: comparable companies named by the data provider.

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Analyst consensus and forecasts

What the financial analysts covering The Goldman Sachs Group, Inc. publish: ratings, price targets and earnings forecasts.

Majority rating
hold
55 analysts
Average price target
1,130.75 USD
from 942.00 USD to 1,325.00 USD, 34 targets over 12 months
Gap with the share price
+26.4 %
price 894.55 USD on 30/10/2026

Breakdown of ratings

strong buy 0buy 23hold 29sell 3strong sell 0

Average target over the last 3 months: 1,057.43 USD (7 targets).

Analyst forecasts

Fiscal yearRevenueNet incomeExpected EPS (range)P/E on this EPSAnalysts
202673.4 bn21.7 bn71.15 (65.20 / 74.73)12.617
202774.2 bn23.8 bn74.51 (71.10 / 78.92)12.019
202876.1 bn21.9 bn80.03 (66.66 / 88.85)11.215

Amounts in USD, the reporting currency.

Track record against expectations: reported EPS above consensus 12 times over the last 12 releases.

Rating changes (12 months)

DateFirmBeforeAfter
23/10/2026Freedom BrokerHoldBuy
19/10/2026BMO CapitalMarket PerformMarket Perform
16/10/2026JP MorganNeutralNeutral
14/10/2026Keefe, Bruyette & WoodsMarket PerformMarket Perform
14/10/2026CitigroupNeutralNeutral

Source: ratings and forecasts published by analysts, collected on 07/11/2026. An analyst rating or target is not a guarantee.

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Dividends and earnings

The Goldman Sachs Group, Inc.: dividend history, last distributions, stock splits and earnings releases.

Frequency
quarterly
Last dividend
5.00 USD
ex-dividend on 02/12/2026
Last 12 months
18.00 USD
number of payments: 4
Yield
1.9 %
on the last known price
Years of increases
15
consecutive
Years of payments
27
uninterrupted

● Next ex-dividend date: 02/12/2026, 5.00 USD per share.

04.759.5014.2519.002007 : 1.40 USD2008 : 1.40 USD20082009 : 1.52 USD2010 : 1.40 USD20102011 : 1.40 USD2012 : 1.77 USD20122013 : 2.05 USD2014 : 2.25 USD20142015 : 2.55 USD2016 : 2.60 USD20162017 : 2.90 USD2018 : 3.15 USD20182019 : 4.15 USD2020 : 5.00 USD20202021 : 6.50 USD2022 : 9.00 USD20222023 : 10.50 USD2024 : 11.50 USD20242025 : 14.00 USD2026 : 19.00 USD2026

Annual dividend per share (USD), adjusted for splits. Light bar: current year, incomplete. Red bar: lower than the previous year.

Latest ex-dividend dates

Ex-dividendAmountPayment
02/12/20265.00 USD30/12/2026
01/09/20265.00 USD29/09/2026
01/06/20264.50 USD29/06/2026
02/03/20264.50 USD30/03/2026
02/12/20254.00 USD30/12/2025
29/08/20254.00 USD29/09/2025
30/05/20253.00 USD27/06/2025
28/02/20253.00 USD28/03/2025

Earnings releases

DatePublished EPSExpected EPSSurprise
13/10/202617.0112.86+32.3 %
14/07/202620.9814.54+44.3 %
13/04/202617.5516.47+6.6 %
15/01/202614.0111.70+19.7 %
14/10/202512.2511.03+11.1 %
16/07/202510.919.65+13.1 %

Factual data: ex-dividend history and earnings calendar, as of 05/11/2026. A past dividend does not guarantee the next one.

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Who owns the stock

Free float, institutional investors, large funds, executives and elected officials: declared positions in The Goldman Sachs Group, Inc.

Free float
99.5 %
share of freely traded shares
Institutions
72.5 %
3,310 declared holders, 2026Q2
Large funds tracked
33
hold the stock as of 2026Q2
Executives (insiders)
0 / 15
0 purchases, 15 sales in 130 days
US elected officials
28
14 purchases, 14 sales in 12 months

Indices: S&P 500 (since 22/07/2002), Dow Jones (since 02/04/2019).

Large funds tracked

FundSharesValue (USD)Weight in the fundChangeQuarter
State Street37.7 m38.1 bn0.6 %+95.6 %2026Q2
Vanguard Group29.0 m25.5 bn0.4 %+1.5 %2025Q4
BlackRock23.9 m24.2 bn0.4 %-0.4 %2026Q2
JPMorgan Chase8.0 m8.2 bn0.5 %+11.4 %2026Q2
Morgan Stanley7.0 m7.1 bn0.4 %+3.1 %2026Q2
Fisher Asset Management7.0 m7.0 bn2.1 %+2.0 %2026Q2
Geode Capital Management6.9 m7.0 bn0.4 %-2.3 %2026Q2
Bank of America6.7 m6.8 bn0.4 %+3.5 %2026Q2

Latest insider transactions

DatePersonSideAmount
28/10/2026Leslie Ericka Tsale92,628 USD
27/10/2026Leslie Ericka Tsale36,385 USD
27/10/2026Leslie Ericka Tsale47,383 USD
27/10/2026Leslie Ericka Tsale52,909 USD
27/10/2026Solomon David Msale8.4 m USD
27/10/2026Solomon David Msale2.2 m USD

Elected officials' disclosures

DateOfficialSideAmount
20/10/2026Dave McCormickpurchase$250,001 - $500,000
14/10/2026Dave McCormickpurchase$100,001 - $250,000
07/10/2026Dave McCormickpurchase$250,001 - $500,000
24/09/2026Maria Elvira Salazarsale$1,001 - $15,000
03/09/2026Michael Rullipurchase$1,001 - $15,000

Sources: 13F filings (quarter shown), executives' Form 4 filings and US Congress members' disclosures, collected on 08/11/2026. Detailed disclosure obligations mainly apply to companies listed in the United States.

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PEA and practical information

PEA eligibility
no
head office outside the EU and EEA
Listing exchange
NYSE
IPO: 04/05/1999
ISIN code
US38141G1040
Workforce
46,600
full-time employees
Chief executive
David Solomon
Next earnings
19/01/2027

Rule applied: the French PEA accepts shares of companies headquartered in the European Union or the European Economic Area and subject to corporate income tax; ADRs and tax-exempt property companies (SIIC) are excluded. The institution holding the PEA confirms eligibility.

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Frequently asked questions about The Goldman Sachs Group, Inc.

What is the The Goldman Sachs Group, Inc. share price?

Latest recorded price: 865.82 USD on 06/11/2026, for a market cap of 250 bn USD.

What is the revenue of The Goldman Sachs Group, Inc.?

125 bn USD for fiscal year 2025, with net income of 17.2 bn USD (net margin 13.7 %).

Does The Goldman Sachs Group, Inc. pay a dividend?

Yes. Latest dividend: 5.00 USD per share, ex-dividend on 02/12/2026. Over 12 months: 18.00 USD. Yield on the latest known price: 1.9 %.

When does The Goldman Sachs Group, Inc. report its next earnings?

The next release is expected on 19/01/2027. EPS expected by analysts: 15.84.

What do analysts say about The Goldman Sachs Group, Inc.?

Out of 55 analysts: 23 buy or strong buy, 29 hold, 3 sell or strong sell. Average price target: 1,130.75 USD, i.e. +26.4 % from the share price.

What is the P/E ratio of The Goldman Sachs Group, Inc.?

Trailing 12-month P/E of 12.4, against 18.3 for the sector median on the same exchange (10-year median: 18.3).

Is The Goldman Sachs Group, Inc. stock eligible for the French PEA?

No: the company is headquartered outside the European Union and the European Economic Area (ISIN US38141G1040).

How many employees does The Goldman Sachs Group, Inc. have?

46,600 full-time employees according to the latest published profile.

Who runs The Goldman Sachs Group, Inc.?

David Solomon is the company's chief executive.

Which large funds own The Goldman Sachs Group, Inc.?

As of 2026Q2, among the large funds tracked: State Street, Vanguard Group, BlackRock, JPMorgan Chase, Morgan Stanley.

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