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Upturn AI SWOT - About
GS 
Goldman Sachs Group Inc (GS)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
04/01/2025: GS (4-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 15.58% | Avg. Invested days 46 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 146.32B USD | Price to earnings Ratio 11.61 | 1Y Target Price 624.05 |
Price to earnings Ratio 11.61 | 1Y Target Price 624.05 | ||
Volume (30-day avg) 2932664 | Beta 1.32 | 52 Weeks Range 378.76 - 668.87 | Updated Date 04/6/2025 |
52 Weeks Range 378.76 - 668.87 | Updated Date 04/6/2025 | ||
Dividends yield (FY) 2.55% | Basic EPS (TTM) 40.54 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-04-14 | When Before Market | Estimate - | Actual - |
Profitability
Profit Margin 27.37% | Operating Margin (TTM) 37.85% |
Management Effectiveness
Return on Assets (TTM) 0.86% | Return on Equity (TTM) 11.91% |
Valuation
Trailing PE 11.61 | Forward PE 10.44 | Enterprise Value -63903694848 | Price to Sales(TTM) 2.81 |
Enterprise Value -63903694848 | Price to Sales(TTM) 2.81 | ||
Enterprise Value to Revenue 2.38 | Enterprise Value to EBITDA - | Shares Outstanding 310790016 | Shares Floating 323898422 |
Shares Outstanding 310790016 | Shares Floating 323898422 | ||
Percent Insiders 0.55 | Percent Institutions 74.35 |
Analyst Ratings
Rating 3.83 | Target Price 612.55 | Buy 6 | Strong Buy 7 |
Buy 6 | Strong Buy 7 | ||
Hold 9 | Sell 1 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Goldman Sachs Group Inc
Company Overview
History and Background
Founded in 1869, Goldman Sachs is a leading global investment banking, securities, and investment management firm. It evolved from a commercial paper business to a full-service investment bank.
Core Business Areas
- Investment Banking: Provides advisory services on mergers and acquisitions, underwriting of debt and equity offerings.
- Global Markets: Engages in sales and trading of securities, including equities, fixed income, currencies, and commodities.
- Asset & Wealth Management: Offers investment management and wealth advisory services to institutions and high-net-worth individuals.
- Platform Solutions: Provides technology platforms and solutions for various financial needs.
Leadership and Structure
David Solomon is the Chairman and CEO. The firm is structured around its core business areas, with various divisions and teams reporting to senior management.
Top Products and Market Share
Key Offerings
- M&A Advisory: Provides advisory services for mergers, acquisitions, divestitures, and restructurings. Goldman Sachs consistently ranks among the top M&A advisors globally. Competitors: JPMorgan Chase, Morgan Stanley, Lazard.
- Equity Underwriting: Underwrites initial public offerings (IPOs) and follow-on equity offerings. Market share fluctuates but is consistently among the top underwriters. Competitors: JPMorgan Chase, Morgan Stanley, BofA Securities.
- Fixed Income Trading: Trading in government and corporate bonds, currencies and other fixed income instruments. Top players in this space include JPMorgan Chase and Citigroup
- Asset Management: Manages assets for institutions and high-net-worth individuals across various asset classes. Key Competitors include BlackRock, Vanguard and Fidelity.
Market Dynamics
Industry Overview
The financial services industry is highly competitive and subject to economic cycles, regulatory changes, and technological advancements.
Positioning
Goldman Sachs is a leading global investment bank with a strong reputation, extensive client relationships, and expertise in various financial markets. Its competitive advantages include its global reach, talent pool, and risk management capabilities.
Total Addressable Market (TAM)
The total addressable market for investment banking and asset management is estimated to be in the trillions of dollars globally. Goldman Sachs is well-positioned to capture a significant share of this market through its diverse service offerings and global presence.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Global presence
- Experienced management team
- Diversified business model
- Strong risk management capabilities
Weaknesses
- Dependence on economic conditions
- Regulatory scrutiny
- High compensation costs
- Reputational risks
- Exposure to market volatility
Opportunities
- Expansion into emerging markets
- Growth in asset management
- Increased demand for advisory services
- Technological innovation
- Growing wealth in developing economies
Threats
- Increased competition
- Economic downturns
- Regulatory changes
- Geopolitical risks
- Cybersecurity threats
Competitors and Market Share
Key Competitors
- JPM
- MS
- BAC
- BLK
Competitive Landscape
Goldman Sachs competes with other large investment banks, asset managers, and financial institutions. It distinguishes itself through its global reach, expertise, and client relationships.
Major Acquisitions
Folio Financial
- Year: 2020
- Acquisition Price (USD millions): 690
- Strategic Rationale: Expanded Goldman Sachs' digital wealth management capabilities and client base.
Growth Trajectory and Initiatives
Historical Growth: Requires current historical growth data to populate accurately. Use place holder for now.
Future Projections: Requires current future projections data to populate accurately. Use place holder for now.
Recent Initiatives: Focus on growing asset and wealth management and expanding digital consumer business. Investment in technology and sustainability initiatives.
Summary
Goldman Sachs is a powerful global investment bank with a strong brand and diversified business model. Its global reach and expertise are working well, but it faces challenges from increased competition and regulatory scrutiny. Growing its asset management and digital consumer businesses is vital to capture new revenue opportunities. Goldman Sachs must remain vigilant about managing risk, controlling costs, and adapting to technological changes.
Similar Companies
BLK
BlackRock Inc
BLK
BlackRock Inc
JPM
JPMorgan Chase & Co
JPM
JPMorgan Chase & Co
MS
Morgan Stanley
MS
Morgan Stanley
SCHW
Charles Schwab Corp
SCHW
Charles Schwab Corp
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Industry Reports
- Analyst Estimates
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Market share data is approximate and may vary depending on the source and methodology.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Goldman Sachs Group Inc
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 1999-05-03 | Chairman & CEO Mr. David Solomon | ||
Sector Financial Services | Industry Capital Markets | Full time employees 46500 | Website https://www.goldmansachs.com |
Full time employees 46500 | Website https://www.goldmansachs.com | ||
The Goldman Sachs Group, Inc., a financial institution, provides a range of financial services for corporations, financial institutions, governments, and individuals in the Americas, Europe, the Middle East, Africa, and Asia. It operates through Global Banking & Markets, Asset & Wealth Management, and Platform Solutions segments. The Global Banking & Markets segment provides financial advisory services, including strategic advisory assignments related to mergers and acquisitions, divestitures, corporate defense activities, restructurings, and spin-offs; equity and debt underwriting of public offerings and private placements; relationship lending and acquisition financing; secured lending through structured credit and asset-backed lending, such as warehouse, residential and commercial mortgage, corporate, consumer, auto, and student loans; financing through securities purchased under agreements to resell; and commodity financing through structured transactions. This segment also offers client execution activities for cash and derivative instruments; credit and interest rate products; and provision of mortgages, currencies, commodities, and equities related products. Its Asset & Wealth Management segment manages assets across various classes, including equity, fixed income, hedge funds, credit funds, private equity, real estate, currencies, commodities, and asset allocation strategies; and provides customized investment advisory solutions, wealth advisory services, personalized financial planning, and private banking services, as well as invests in corporate equity, credit, real estate, and infrastructure assets. The Platform Solutions segment offers credit cards; and transaction banking and other services, such as deposit-taking, payment solutions, and other cash management services for corporate and institutional clients. The Goldman Sachs Group, Inc. was founded in 1869 and is headquartered in New York, New York.
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