Homepage
FRESH Analysis Report
Jun 25, 2026
2 days ago · 100% complete

The Goldman Sachs Group, Inc.

GS NYSE Categories PDF
Financial Services · Financial - Capital Markets
New York City, NY 10282, United States IPO 1999 goldmansachs.com Updated Jun 27, 7:57am
Price
$1,019.61
Market Cap
$300.8B
Employees
46,600
Beta
1.29
Avg Volume
2,240,484
CEO
David Solomon
Business Description

The Goldman Sachs Group, Inc. (GS) operates as a prominent global financial services firm, offering an extensive array of services to corporations, financial institutions, governmental bodies, and individuals worldwide. The company's operations are organized into four primary divisions: Investment Banking, Global Markets, Asset Management, and Consumer & Wealth Management. The Investment Banking segment furnishes strategic advisory services covering intricate transactions such as mergers, acquisitions, divestitures, corporate defense strategies, restructurings, and spin-offs. It also extends various lending facilities, including middle-market, relationship, and acquisition financing, in addition to transaction banking services. This division further specializes in underwriting, assisting clients with equity offerings for common, preferred, and convertible securities, as well as debt offerings encompassing investment-grade, high-yield, bank/bridge loans, and emerging market debt instruments, alongside the creation of structured securities. Within its Global Markets division, Goldman Sachs engages in client execution activities for both cash and derivative instruments, provides solutions for credit and interest rate products, and offers comprehensive equity intermediation, financing, clearing, settlement, and custody services. This segment also transacts in products linked to mortgages, foreign exchange, commodities, and equities. The Asset Management segment is responsible for managing assets across a diverse spectrum of classes, including equities, fixed income, hedge funds, credit funds, private equity, real estate, currencies, and commodities. It delivers tailored investment advisory solutions and makes direct investments in corporate entities, real estate ventures, and infrastructure projects. The Consumer & Wealth Management segment provides individual clients with wealth advisory and banking services. These include financial planning, investment management, deposit-taking, and lending. It also offers private banking services, unsecured loans, and accepts savings and time deposits. Founded in 1869, the company's corporate headquarters are located in New York, New York.

Business History
Generated: Jun 25, 2026 3:02am
Price Overview
Last updated: Jun 27, 2026 7:57am (just now)
$1,019.61
-45.48 (-4.27%)
Day Range
$1,013.38 – $1,057.00
52-Week Range
$685.39 – $1,125.00
50-Day MA
$990.89
200-Day MA
$884.84
Volume
2,140,931.00
Analyst Price Targets
Low $604.00
Consensus $989.70
High $1,100.00
(107 analysts)
Share Structure
Outstanding 295,007,421.00
Float 304,887,424.00
Free Float 103.3%
High free float — 103.3% of shares trade freely, ~-3.3% held by insiders/institutions
Very liquid — most shares trade freely. Low insider ownership can mean less management alignment, but makes large position sizing straightforward.
Price History (1 Year)
Last updated: Jun 27, 2026 7:57am (just now)
Revenue & Net Income Trend
The directional story — useful even when net income is negative.
Last updated: Jun 25, 2026 3:03am (2d ago)
Revenue
The top line — total sales before any costs or taxes are subtracted. A measure of how much business the company is doing.
Net Income
The bottom line — profit left after subtracting all expenses, interest, and taxes from revenue. Reflects accounting profitability, but includes non-cash items like depreciation, so it isn't the same as cash earned.
Operating Cash Flow
The real cash generated by the day-to-day business — selling products, paying suppliers, collecting from customers. Calculated from net income by adding back non-cash items and adjusting for timing (unpaid bills, unsold inventory). When OCF consistently lags net income, the reported profit may not be converting to real money.
Period Revenue Net Income Net Margin YoY/QoQ
Key Metrics
API Direct from provider CALC Derived from statements
Industry comparison last run: Jun 25, 2026 3:01am
P/E Ratio (Price per dollar of earnings)
API
Stock Price / EPS (Diluted)
17.14
Stock Price: $1,020
EPS (Diluted): 51.95
P/B Ratio (Price vs net asset value)
API
Stock Price / Book Value Per Share
2.20
Stock Price: $1,020
Total Equity: $124.97B
Shares: 317,600,000
EV/EBITDA (Total value vs operating profit)
API
Enterprise Value / EBITDA
41.84
Market Cap: $300.79B
Total Debt: $607.36B
Cash: $164.26B
EBITDA: $24.03B
Enterprise Value (Takeover price (cap + debt - cash))
API
Market Cap + Total Debt - Cash
$720.1B
Market Cap: $300.79B
Total Debt: $607.36B
Cash: $164.26B
Gross Margin (Revenue left after direct costs)
API
Gross Profit / Revenue
47.5%
Gross Profit: $59.40B
Revenue: $125.10B
Operating Margin (Revenue left after all operations)
API
Operating Income / Revenue
17.5%
Operating Income: $21.85B
Revenue: $125.10B
Net Margin (Revenue left as actual profit)
API
Net Income / Revenue
13.7%
Net Income: $17.18B
Revenue: $125.10B
ROE (Profit from shareholder equity)
API
Net Income / Total Equity
14.6%
Net Income: $17.18B
Total Equity: $124.97B
ROIC (Profit from all invested capital)
API
NOPAT / Invested Capital
0.9%
Operating Income: $21.85B
Tax Rate: 21.4%
Equity: $124.97B
Total Debt: $607.36B
Cash: $164.26B
Current Ratio (Can it pay short-term bills)
API
Current Assets / Current Liabilities
0.83
Current Assets: $1,018.58B
Current Liabilities: $1,226.81B
Debt/Equity (Leverage — debt vs equity)
CALC
Total Debt / Total Equity
4.86
Short-Term Debt: $311.15B
Long-Term Debt: $296.21B
Total Debt: $607.36B
Total Equity: $124.97B
Rev/Share (Top-line per share)
CALC
Revenue / Shares Outstanding
$393.88
Revenue: $125.10B
Shares: 317,600,000
Book Value/Share (Net assets per share)
CALC
(Total Assets - Total Liabilities) / Shares
$393.49
Total Equity: $124.97B
Shares: 317,600,000
FCF/Share (Real cash generated per share)
CALC
(Operating Cash Flow + CapEx) / Shares
$-148.67
Operating CF: -$45.15B
CapEx: -$2.06B
Shares: 317,600,000
CapEx is negative (outflow) — added to OCF to get FCF
Div Yield (Annual income from holding)
API
Last Annual Dividend / Stock Price
1.9%
Last Dividend: N/A
Stock Price: $1,020
Payout Ratio (Earnings paid out as dividends)
Dividends Paid / Net Income
Dividends Paid: N/A
Net Income: $17.18B
Dividends paid not available in cash flow statement
Industry Benchmarks
Last run: Jun 25, 2026 3:01am
Compares GS against LLM-researched typical ranges for its industry. One research call per industry, cached indefinitely — every stock in the same industry reuses the same baseline.
Deep Analysis
Last run: Jun 25, 2026 3:05:47 am

Pre-flight intelligence scans the company first, then routes to the right analytical methods.

0 Company Classification — What type of company is this?
1 Industry Landscape — Where is the industry headed?
2 Company Momentum — Where is this company trending?
3 Forward Projection — 1Y & 2Y projected metrics (requires Layer 1 + 2)
4a DCF Valuation — Present value of future cash flows
No positive free cash flow — DCF requires positive FCF
4b Earnings Power Value — Floor value — worth with zero growth
4c Anchored PE — Industry PE adjusted for growth differential
4d Reverse DCF — What growth is the market pricing in?
No positive free cash flow — reverse DCF requires positive FCF
4e Revenue-Based DCF — For growth/narrative companies (skip if mature earner)
Not applicable for Mature Earner companies
4f Anchored P/S — Price-to-Sales peer comparison (skip if mature earner)
Not applicable for Mature Earner companies
4g Scenario Analysis — Bull / Base / Bear (skip if mature earner)
Not applicable for Mature Earner companies
4h Dividend Discount Model — For dividend/income stocks only
Not applicable for Mature Earner companies
4i Book Value Analysis — For deep value / turnaround stocks only
Not applicable for Mature Earner companies
4j Insider Activity — Are insiders buying or selling?
4f Cash Flow Quality — How trustworthy is the FCF?
4g Debt Maturity Risk — Can it handle its debt?
4h Macro Environment — Rates, market valuation, volatility
4i Sector Intelligence — How does this company compare within its sector?
4j Revenue Confidence — How reliable is the growth projection?
4k Sensitivity Analysis — How fragile is the fair value estimate?
Not applicable for Mature Earner companies
4l Sector Demand Cycle — Is the sector in a boom, steady state, or contraction?
5 AI Investigation — Adaptive research engine (Claude)
5b Thesis Evaluation — What does the market believe? (narrative/platform stocks only)
Not applicable for Mature Earner companies
6 Valuation Synthesis — Weighted verdict from all methods (requires Layer 4)
Income Statement (Annual)
Last updated: Jun 25, 2026 3:03am (2d ago)
Metric 2021 2022 2023 2024 2025
Revenue $65.0B $68.7B $108.4B $126.9B $125.1B
Cost of Revenue $6.0B $24.1B $63.2B $74.7B $65.7B
Gross Profit $59.0B $44.7B $45.2B $52.2B $59.4B
Operating Expenses $31.9B $31.2B $34.5B $33.8B $37.5B
Operating Income $27.0B $13.5B $10.7B $18.4B $21.9B
Net Income $21.6B $11.3B $8.5B $14.3B $17.2B
EBITDA $29.1B $15.9B $15.6B $20.8B $24.0B
EPS $60.35 $30.57 $23.05 $41.22 $51.95
EPS (Diluted)
Balance Sheet (Annual)
Last updated: Jun 25, 2026 3:00am (2d ago)
Metric 2021 2022 2023 2024 2025
Cash & Equivalents $261.0B $241.8B $241.6B $182.1B $164.3B
Total Current Assets $948.9B $869.0B $1.1T $1.1T $1.0T
Total Assets $1.5T $1.4T $1.6T $1.7T $1.8T
Current Liabilities $975.8B $972.2B $1.1T $1.2T $1.2T
Long-Term Debt $263.5B $254.2B $247.9B $249.9B $296.2B
Total Liabilities $1.4T $1.3T $1.5T $1.6T $1.7T
Total Equity $109.9B $117.2B $116.9B $122.0B $125.0B
Retained Earnings $131.8B $139.4B $143.7B $153.4B $165.3B
Cash Flow (Annual)
Last updated: Jun 24, 2026 3:03am (3d ago)
Metric 2021 2022 2023 2024 2025
Operating Cash Flow $6.3B $8.7B -$12.6B -$13.2B -$45.2B
Capital Expenditure -$4.7B -$3.7B -$2.3B -$2.1B -$2.1B
Free Cash Flow $1.6B $5.0B -$14.9B -$15.3B -$47.2B
Acquisitions (net) $3.9B -$2.1B $487.0M $3.6B $1.5B
Debt Repayment
Dividends Paid
Stock Buybacks -$7.9B -$3.5B -$6.8B -$10.2B -$12.4B
Net Change in Cash $105.2B -$19.2B -$248.0M -$59.5B -$17.8B
Analyst Estimates (Annual)
Last updated: Jun 26, 2026 10:17am (21h ago)
Metric 2026 2027 2028 2029
Revenue $63.9B
$61.7B – $65.4B
$67.0B
$63.8B – $70.6B
$68.8B
$68.6B – $69.0B
$69.2B
$66.1B – $72.2B
EBITDA $15.1B
$14.5B – $15.4B
$15.8B
$15.0B – $16.6B
$16.2B
$16.2B – $16.3B
$16.3B
$15.6B – $17.0B
Net Income $18.1B
$17.4B – $20.6B
$19.4B
$19.3B – $23.3B
$23.5B
$20.8B – $26.2B
$23.7B
$22.3B – $25.0B
EPS
Growth Trends (YoY %)
Last updated: Jun 25, 2026 3:03am (2d ago)
Metric 2022 2023 2024 2025
Revenue Growth +5.7% +57.8% +17.0% -1.4%
Gross Profit Growth -24.3% +1.3% +15.3% +13.9%
Operating Income Growth -50.1% -20.4% +71.3% +18.8%
Net Income Growth -48.0% -24.4% +67.6% +20.3%
EBITDA Growth -45.1% -2.2% +33.3% +15.6%
Insider Trading (Recent)
Type codes PPurchase SSale AAward / grant MOption exercise FIn-kind (tax) CConversion GGift DReturn to issuer
All SEC Form 4 codes
Open market
P Purchase
Open-market or private purchase of shares.
S Sale
Open-market or private sale of shares.
Compensation (Rule 16b-3)
A Award / grant
Grant or award of securities (RSUs, options, etc.) under Rule 16b-3.
D Return to issuer
Securities disposed back to the company under Rule 16b-3.
F In-kind (tax)
Shares withheld or delivered to pay the option-exercise price or tax — not an open-market sale.
I Discretionary
Discretionary transaction under an employee plan — Rule 16b-3(f).
M Option exercise
Exercise or conversion of a derivative (option/RSU) into shares — exempt.
Derivatives
C Conversion
Conversion of a derivative security into the underlying shares.
E Short expiration
Expiration of a short derivative position.
H Long expiration
Expiration or cancellation of a long derivative position with value received.
O OTM exercise
Exercise of an out-of-the-money derivative.
X ITM exercise
Exercise of an in-the-money or at-the-money derivative.
Other exempt
G Gift
Bona fide gift of securities.
L Small acquisition
Small acquisition under Rule 16a-6.
W Inheritance
Acquisition or disposition by will or the laws of descent.
Z Voting trust
Deposit into or withdrawal from a voting trust.
Other
J Other
Other acquisition or disposition (explained in a Form 4 footnote).
K Equity swap
Transaction in an equity swap or similar instrument.
U Tender / buyout
Disposition via tender of shares in a change-of-control transaction.

Compensation-plan codes (A, D, F, M) are routine and rarely directional. Open-market P (buy) and S (sale) carry the most signal.

Date Insider Type Shares Price Value
2026-05-14 COLEMAN DENIS P. S-Sale 2,509.00 $972.29 $2.4M
2026-05-14 COLEMAN DENIS P. S-Sale 1,560.00 $973.19 $1.5M
2026-05-14 COLEMAN DENIS P. S-Sale 1,360.00 $974.53 $1.3M
2026-05-14 COLEMAN DENIS P. S-Sale 1,428.00 $975.21 $1.4M
2026-05-06 Ruemmler Kathryn H. S-Sale 437.00 $933.08 $407,756
2026-05-06 Ruemmler Kathryn H. S-Sale 479.00 $934.04 $447,405
2026-05-06 Ruemmler Kathryn H. S-Sale 481.00 $934.76 $449,620
2026-05-06 Ruemmler Kathryn H. S-Sale 837.00 $936.24 $783,633
2026-05-06 Ruemmler Kathryn H. S-Sale 203.00 $936.70 $190,150
2026-05-06 Ruemmler Kathryn H. S-Sale 814.00 $938.42 $763,874
2026-05-06 Ruemmler Kathryn H. S-Sale 2,671.00 $939.33 $2.5M
2026-05-06 Ruemmler Kathryn H. S-Sale 8,250.00 $940.23 $7.8M
2026-05-06 Ruemmler Kathryn H. S-Sale 120.00 $941.25 $112,950
2026-05-01 SOLOMON DAVID M S-Sale 2,310.00 $930.43 $2.1M
2026-05-01 SOLOMON DAVID M S-Sale 1,160.00 $931.25 $1.1M
2026-05-01 FREDMAN SHEARA J S-Sale 2,135.00 $925.18 $2.0M
2026-05-01 FREDMAN SHEARA J S-Sale 8,166.00 $930.21 $7.6M
2026-05-01 Ruemmler Kathryn H. S-Sale 135.00 $928.85 $125,395
2026-05-01 Ruemmler Kathryn H. S-Sale 468.00 $929.71 $435,104
2026-05-01 Ruemmler Kathryn H. S-Sale 80.00 $930.35 $74,428
Dividend History (Last 20)
Last updated: Jun 21, 2026 6:36pm (5d ago)
Date Dividend Declaration Record Payment
2026-06-01 $4.50 2026-04-13 2026-06-01 2026-06-29
2026-03-02 $4.50 2026-01-15 2026-03-02 2026-03-30
2025-12-02 $4.00 2025-10-14 2025-12-02 2025-12-30
2025-08-29 $4.00 2025-07-14 2025-08-29 2025-09-29
2025-05-30 $3.00 2025-04-14 2025-05-30 2025-06-27
2025-02-28 $3.00 2025-01-15 2025-02-28 2025-03-28
2024-12-02 $3.00 2024-10-11 2024-12-02 2024-12-30
2024-08-30 $3.00 2024-07-12 2024-08-30 2024-09-27
2024-05-30 $2.75 2024-04-11 2024-05-30 2024-06-27
2024-02-28 $2.75 2024-01-12 2024-02-29 2024-03-28
2023-11-29 $2.75 2023-10-12 2023-11-30 2023-12-28
2023-08-30 $2.75 2023-07-19 2023-08-31 2023-09-28
2023-05-31 $2.50 2023-04-18 2023-06-01 2023-06-29
2023-03-01 $2.50 2023-01-13 2023-03-02 2023-03-30
2022-11-30 $2.50 2022-10-17 2022-12-01 2022-12-29
2022-08-31 $2.50 2022-07-14 2022-09-01 2022-09-29
2022-05-31 $2.00 2022-04-13 2022-06-01 2022-06-29
2022-03-01 $2.00 2022-01-14 2022-03-02 2022-03-30
2021-12-01 $2.00 2021-10-13 2021-12-02 2021-12-30
2021-08-31 $2.00 2021-07-12 2021-09-01 2021-09-29
Narrative Economics
The story the market is telling about this stock — the intangible X-factor (founder mythology, cult dynamics, TAM-of-imagination) that moves price beyond what cash flows alone explain. After Shiller, Narrative Economics.
No narrative profile yet for GS — it's generated by the pipeline (market-narrative step).
Delvantic AI Findings
Independent analyst synthesis · Delvantic - Cairn AI · generated 2026-06-25 03:06:27
Reviews the pipeline's own verdicts
Verdict Modestly overvalued — Q1 2026's 32.7% margin is distorting TTM; normalized fair value $850-950 versus $1,077 spot; trim/wait, don't chase.

Looking at the raw numbers first: GS revenue went from $109B (2023) → $127B (2024) → $125B (2025), so the top line is flat-to-down at scale. What's actually changed is operating margin — from 9.9% in 2023 to 17.5% in 2025 — and net income nearly doubled from $8.5B to $17.2B. The Q1 2026 print is the eye-catcher: $17.2B revenue with a 32.7% net margin and $5.6B net income. That margin is a clean outlier versus the 12-15% quarterly run-rate through 2025. Either this is a phenomenal trading/IB quarter (rate cuts + M&A reopening + equity vol), a mark-to-market windfall on principal investments, or it's a partial-quarter accounting artifact. Annualizing Q1 naively gets you to ~$22B+ NI and a forward P/E around 14x — but no serious analyst should annualize one Goldman quarter, because their earnings stream is the second-most volatile in the S&P after maybe an E&P name.

The balance sheet line items missing ("Total debt: —", "Total equity: —") matter more than the models acknowledge. For a bank/broker-dealer, leverage and capital ratios ARE the business. P/B of 2.20x is rich for GS historically — it traded 0.8-1.2x for most of 2015-2020 and only crossed 1.5x in the 2021 boom. The current 2.2x P/B implies the market is paying for sustained mid-teens ROE; reported TTM ROE of 14.6% just barely clears that hurdle, and ROA of 0.95% and ROIC of 0.88% are unremarkable for a capital-markets franchise. The -$45B operating cash flow and -$47B FCF look alarming but are essentially meaningless for a dealer bank — working capital swings in trading inventory, repo, and customer balances dominate; this is why FCF-based valuation on GS is malpractice, and the synthesis correctly ignores it while the secondary signals flag "Poor Cash Flow Quality" naively.

Where I diverge from the model stack: the synthesis calls this "Reasonable Premium" at 20.7x P/E, but they're anchoring on TTM earnings that include the suspicious Q1 2026 print. Strip that quarter and use 2025 full-year ($17.2B NI / $317B mcap = 18.5x), which is no longer at a discount to history — GS traded 8-12x trailing earnings for most of the last decade. The market-forces note about "losing market share in a booming industry" deserves more weight than the synthesis gave it: MS and JPM have outgrown GS in wealth/asset management, and that's the multiple-expansion story GS needs. The narrative layer correctly identifies this as anchored/low-cult — there's no story premium to fade, but also no story support if the cycle turns. Insider activity is uniformly sells, small in size, likely programmatic — neutral is the right read, but I'd note zero buys in a tape near all-time highs is itself a soft signal.

The contrarian case: GS at $1,077 is being priced on peak-cycle margins (IB league table #1, trading desks printing on vol, AWM scaling) right as the cycle is most favorable. Reversion to a 12% net margin and $14B NI (closer to 2024) makes this a 22x P/E stock. Rate-cut tailwinds are priced in; an M&A slowdown or credit event widens spreads and torches the trading book. Conversely, the bull retort is that GS is structurally more profitable post-Marcus-wind-down and the platform/AWM mix shift is real — but that thesis needs another 4-6 quarters of proof, and you're paying 2.2x book today for it. I dissent mildly from "Reasonable Premium" — I think it's closer to "Modestly Overvalued" given the Q1 print is distorting TTM. Fair value on normalized $16-17B earnings at a justified 14-15x multiple is ~$850-950, not $1,077. The 1.9% dividend yield doesn't bail you out while waiting. I would not chase here; I'd want $900 or a confirmation that Q1 margins are repeatable for two more quarters before paying this multiple.

GPT Critique
Second-opinion review · gpt-4o · generated 2026-06-25 03:06:33
Reviews the Opus findings above
Verdict I agree with Opus — modestly overvalued at $1,077, with fair value closer to $900-$950, reflecting skepticism about the sustainability of Q1 2026's margins and competitive pressures.

Analyzing Goldman Sachs' financial data independently reveals a mixed picture of stability and volatility. The quarterly revenue trend indicates a plateau, with a slight decrease from $32.24 billion in Q4 2024 to $31.27 billion in Q2 2025, before dropping to $17.23 billion in Q1 2026. However, what truly stands out is the significant leap in net income from $8.52 billion in 2023 to $17.18 billion in 2025, largely driven by improved operating margins. The Q1 2026 net margin spike to 32.7% is indeed an anomaly compared to previous quarters, suggesting either exceptional trading performance or a one-off financial event, as evidenced by the historical 12-15% margins. The absence of total debt and equity figures on the balance sheet is a glaring omission, as these are critical metrics for a financial institution, potentially masking leverage risks or capital adequacy issues.

Opus argues that Goldman Sachs is "modestly overvalued," citing the Q1 2026 margin as an outlier distorting the trailing twelve months (TTM) figures. I agree with this assessment, particularly given the danger of annualizing a single quarter's results in such a volatile sector. The P/B ratio of 2.20x and ROE of 14.58% suggest the market is pricing high expectations of sustained profitability, which may not be justified. Opus's concern about Goldman losing market share to rivals like Morgan Stanley in asset and wealth management is valid, as these areas represent crucial growth avenues that Goldman needs to capitalize on to justify its current valuation.

I diverge from Opus's assertion that the insider selling activity is merely neutral. The fact that there are no insider buys, particularly at near all-time high prices, could be a subtle indication of management's lack of confidence in the stock's future appreciation. Additionally, while Opus correctly ignores free cash flow figures due to typical bank cash flow volatility, the negative operating cash flow of $45.15 billion cannot be entirely dismissed without understanding its implications on liquidity and operational stability.

A careful skeptic might argue that both Opus and my analysis overstate the impact of the Q1 2026 results and undervalue Goldman's strategic shifts post-Marcus wind-down. They could posit that Goldman's emphasis on asset management and private wealth might indeed yield long-term benefits that are not immediately visible in quarterly numbers. Moreover, skeptics might suggest that the market's current pricing already considers these cyclical and structural shifts, warranting a premium until proven otherwise.

Community AI Feedback
No community reviews yet for GS. Be the first — hit How to Contribute, have any AI review this page, and paste its take back here.
My Notes personal — only you see this
Data via Financial Modeling Prep · Cached for performance · fmp
v1.1.352 · d1100787 · 2026-06-26 11:39:30