GS
Goldman Sachs Group Inc.
GS · Financial Services
Company brief
GS
GSFinancial Services$115B

Goldman Sachs Group Inc.

Leading global investment banking, securities and investment management firm

Moat score
9.2/100
13F status
Tracking pending
Main Metrics

Beginner valuation check

Price
$994
Next earnings
Data pending

Data pending from FMP or Finnhub.

1Y Performance
+54%

Positive price performance shows recent market sentiment, not a full investment thesis.

Forward P/E
15.1x

Forward P/E around 15.1x means investors pay about $15.1 for each expected $1 of future profit per share, usually the next 12 months or next fiscal year. It is a forecast, not a fact.

P/E
15.5x

A P/E around 15.5x means investors pay about $15.5 for each $1 the company earned per share over the last 12 months, usually the last four quarterly reports.

EPS
$57.75
Market Cap
$279.8B
Forward P/E is the cleanest beginner valuation anchor here; compare it with growth and recent performance.

Source: market data index. As of May 21, 2026. P/E can be unavailable or misleading when earnings are negative.

Scenario Framework

Bull / Neutral / Bear

Neutral Case

You are basically betting that Goldman Sachs Group Inc. can keep turning global banking & markets into durable value while managing execution, competition, valuation, or demand cycles.

Watch signal

Forward P/E around 15.1x remains reasonable versus growth.

What you own

Goldman Sachs Group Inc. is exposure to financial services operating model with high switching costs and 118% net revenue retention.

Base thesis

Massive switching costs: Clients have decades of trading history, credit facilities, and prime brokerage relationships that can't be easily replicated

Main risk

The main question is whether the company can keep customer value compounding without margin pressure eroding the moat.

How to inspect it

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Simulator coverage pending

This ticker has a company brief, but richer workflow modules have not been built yet.

Investor Snapshot
9.2Moat Score
Net Revenue Retention118%
Retention RiskLow
AI Disruption RiskMedium
Switching CostsHigh
13F Ownership
Tracking pending

No SEC-backed 13F rows are matched for this ticker yet. We do not fabricate ownership rows.

Investment Thesis
  • Massive switching costs: Clients have decades of trading history, credit facilities, and prime brokerage relationships that can't be easily replicated
  • Regulatory moats: Banking licenses, dealer status, and compliance infrastructure create multi-year barriers for new entrants
  • Network effects: Goldman's client network (corporates, institutions, governments) creates deal flow that competitors can't match
  • Data advantages: Proprietary market-making data, client flow insights, and risk models built over 150+ years
  • Capital intensity: $400B+ balance sheet and AAA credit rating required to compete in institutional markets
  • AI tailwinds: Algorithmic trading, risk management, and client insights benefit from Goldman's data scale
  • Talent lock-in: Proprietary systems and Goldman-specific knowledge create high switching costs for employees