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GS vs JEF
Which Stock Would AI Choose? Goldman Sachs (GS) vs. Jefferies Financial Group (JEF) Stock Comparison
1) Key Takeaways
- GS is a diversified global investment bank and asset manager with a market capitalization near $265 billion, while JEF is a full-service investment bank and capital markets firm worth roughly $10 billion.
- Both firms are riding a recovery in investment banking and equities, yet their share prices have pulled back in recent months despite strengthening earnings.
- GS offers greater scale, higher return on equity (ROE), and a large, fast-growing asset and wealth management franchise, while JEF trades at a lower valuation multiple and a higher dividend yield.
- JEF has been more volatile, with a higher beta and a larger year-to-date decline, reflecting its smaller size and greater sensitivity to capital markets cycles.
- The relative-performance gap largely reflects business-model breadth, balance-sheet scale, and market sentiment rather than a simple "better" versus "worse" outcome.
2) Introduction
Investors weighing exposure to the investment banking and capital markets sector often compare a diversified giant against a focused mid-cap specialist. That is precisely the contrast between Goldman Sachs and Jefferies Financial Group. Both companies generate a meaningful share of revenue from advisory, underwriting, and trading activity, so their fortunes tend to move with deal flow and market volatility. However, their scale, business mix, and risk profiles differ sharply, which makes them useful reference points for different types of traders and investors. This stock comparison examines recent performance, growth drivers, and market positioning to help readers understand how the two names stack up in the current environment.
3) GS Overview and Recent Performance
Goldman Sachs (GS) is one of the world's largest investment banks, with leadership positions in mergers and acquisitions (M&A) advisory, equity underwriting, trading, and a rapidly expanding asset and wealth management (AWM) division. In recent quarters, the firm has reported strong results, including a double-digit year-over-year rise in net revenue and earnings per share (EPS) driven by a rebound in investment banking fees and a sharp increase in equities trading revenue.
Management has continued to reposition the business toward more durable, fee-based income, exiting non-core consumer banking activities while building out alternatives and asset management. Its return on equity (ROE) has improved meaningfully, and durable revenues now account for a substantial portion of the total. Despite this strength, the stock has traded lower in recent weeks, suggesting investors are weighing elevated expenses, tighter capital ratios, and questions about the sustainability of elevated trading revenue.
4) JEF Overview and Recent Performance
Jefferies Financial Group (JEF) is a full-service investment banking and capital markets firm operating across the Americas, Europe, the Middle East, and Asia-Pacific. The company has steadily climbed the advisory league tables, describing itself among the top firms in M&A and equity capital markets (ECM) activity, and has grown its investment banking revenues materially in recent quarters.
Jefferies has also reported higher year-over-year revenue and net income, with strength in investment banking and equities partly offset by softer fixed income and asset management results. Its return on tangible equity (ROTE, a profitability measure that excludes intangible assets) has improved, and the firm has increased its buyback authorization while affirming its dividend. Nevertheless, the share price has declined sharply in recent weeks and year to date, with higher beta (a measure of price volatility relative to the broader market) amplifying the pullback.
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6) Head-to-Head Comparison
The core trade-off between these two names is scale and diversification versus valuation and specialization. GS generates revenue across global banking, markets, and a large AWM franchise with trillions of dollars in assets under supervision, giving it a broader and more durable earnings base. JEF, by contrast, is more concentrated in investment banking, trading, and a smaller asset management segment, which makes its results more sensitive to swings in deal activity and market volumes.
On valuation, JEF trades at a lower forward price-to-earnings (P/E) multiple and offers a higher dividend yield than GS, reflecting the market's demand for a discount on a smaller, more cyclical franchise. GS commands a premium multiple but delivers higher ROE and a more established track record of durable, fee-based growth. In terms of recent momentum, both stocks have lagged the broader market in recent weeks, though JEF's decline has been steeper, consistent with its higher beta. Risk factors also differ: GS faces scrutiny over rising expenses and capital levels, while JEF contends with concentration risk and less predictable asset management contributions.
7) Tickeron AI Verdict
Based on observable factors such as trend consistency, business-model stability, and the breadth of revenue catalysts, Tickeron's AI would likely lean toward GS in the current environment. Goldman Sachs combines stronger and more stable profitability, a diversified fee-based earnings stream, and a leading position in the very investment banking recovery that is also benefiting Jefferies. While JEF appears comparatively inexpensive and offers higher income, its greater cyclicality and steeper recent drawdown suggest a less favorable trend and stability profile at present. This assessment is probabilistic rather than definitive, and it may shift as relative momentum, catalysts, and market conditions evolve.
8) Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is GS is a Buy and JEF is a Buy.
GS's RSI Oscillator ascends from oversold territory
The RSI Indicator for GS moved out of oversold territory on October 15, 2026. This could be a sign that the stock is shifting from a downward trend to an upward trend. Traders may want to buy the stock or call options. The A.I.dvisor looked at 23 similar instances when the indicator left oversold territory. In 19 of the 23 cases the stock moved higher. This puts the odds of a move higher at 83%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on October 27, 2026. You may want to consider a long position or call options on GS as a result. In 49 of 76 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 64%.
The Moving Average Convergence Divergence (MACD) for GS just turned positive on October 12, 2026. Looking at past instances where GS's MACD turned positive, the stock continued to rise in 27 of 45 cases over the following month. The odds of a continued upward trend are 60%.
Following a +3.57% 3-day Advance, the price is estimated to grow further. Considering data from situations where GS advanced for three days, in 212 of 345 cases, the price rose further within the following month. The odds of a continued upward trend are 61%.
Bearish Trend Analysis
The Stochastic Oscillator entered the overbought zone. Expect a price pull-back in the foreseeable future.
The 50-day moving average for GS moved below the 200-day moving average on October 28, 2026. This could be a long-term bearish signal for the stock as the stock shifts to an downward trend.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where GS declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 56%.
GS broke above its upper Bollinger Band on October 27, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
The Aroon Indicator for GS entered a downward trend on October 26, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron SMR rating for this company is 4 (best 1 - 100 worst), indicating very strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Profit vs. Risk Rating rating for this company is 17 (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 87, placing this stock better than average.
The Tickeron Price Growth Rating for this company is 55 (best 1 - 100 worst), indicating steady price growth. GS’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron PE Growth Rating for this company is 58 (best 1 - 100 worst), pointing to consistent earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Seasonality Score of 85 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron Valuation Rating of 88 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (2.455) is normal, around the industry mean (3.583). P/E Ratio (14.099) is within average values for comparable stocks, (8.519). Projected Growth (PEG Ratio) (1.133) is also within normal values, averaging (0.809). Dividend Yield (0.022) settles around the average of (7.168) among similar stocks. P/S Ratio (4.394) is also within normal values, averaging (16.763).
Momentum Indicator for JEF turns positive, indicating new upward trend
JEF saw its Momentum Indicator move above the 0 level on October 20, 2026. This is an indication that the stock could be shifting in to a new upward move. Traders may want to consider buying the stock or buying call options. Tickeron's A.I.dvisor looked at 77 similar instances where the indicator turned positive. In 57 of the 77 cases, the stock moved higher in the following days. The odds of a move higher are at 74%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The RSI Indicator points to a transition from a downward trend to an upward trend -- in cases where JEF's RSI Oscillator exited the oversold zone, 21 of 29 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 72%.
The Moving Average Convergence Divergence (MACD) for JEF just turned positive on October 12, 2026. Looking at past instances where JEF's MACD turned positive, the stock continued to rise in 26 of 39 cases over the following month. The odds of a continued upward trend are 67%.
Following a +4.58% 3-day Advance, the price is estimated to grow further. Considering data from situations where JEF advanced for three days, in 256 of 352 cases, the price rose further within the following month. The odds of a continued upward trend are 73%.
Bearish Trend Analysis
The Stochastic Oscillator demonstrated that the ticker has stayed in the overbought zone for 4 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where JEF declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 68%.
JEF broke above its upper Bollinger Band on October 27, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
The Aroon Indicator for JEF entered a downward trend on October 28, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron Price Growth Rating for this company is 70 (best 1 - 100 worst), indicating slightly worse than average price growth. JEF’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is 72 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. JEF’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 87, placing this stock better than average.
The Tickeron SMR rating for this company is 77 (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron PE Growth Rating for this company is 80 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Valuation Rating of 85 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (1.037) is normal, around the industry mean (3.583). P/E Ratio (12.946) is within average values for comparable stocks, (8.519). Projected Growth (PEG Ratio) (1.030) is also within normal values, averaging (0.809). Dividend Yield (0.034) settles around the average of (7.168) among similar stocks. P/S Ratio (0.889) is also within normal values, averaging (16.763).
The Tickeron Seasonality Score of 85 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
GS | JEF | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 9 | 11 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 88 Overvalued | 85 Overvalued | |
PROFIT vs RISK RATING 1..100 | 17 | 72 | |
SMR RATING 1..100 | 4 | 77 | |
PRICE GROWTH RATING 1..100 | 55 | 70 | |
P/E GROWTH RATING 1..100 | 58 | 80 | |
SEASONALITY SCORE 1..100 | 85 | 85 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
JEF's Valuation (85) in the Investment Banks Or Brokers industry is in the same range as GS (88). This means that JEF’s stock grew similarly to GS’s over the last 12 months.
GS's Profit vs Risk Rating (17) in the Investment Banks Or Brokers industry is somewhat better than the same rating for JEF (72). This means that GS’s stock grew somewhat faster than JEF’s over the last 12 months.
GS's SMR Rating (4) in the Investment Banks Or Brokers industry is significantly better than the same rating for JEF (77). This means that GS’s stock grew significantly faster than JEF’s over the last 12 months.
GS's Price Growth Rating (55) in the Investment Banks Or Brokers industry is in the same range as JEF (70). This means that GS’s stock grew similarly to JEF’s over the last 12 months.
GS's P/E Growth Rating (58) in the Investment Banks Or Brokers industry is in the same range as JEF (80). This means that GS’s stock grew similarly to JEF’s over the last 12 months.
| GS | JEF | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 83% | 1 day ago 72% |
| Stochastic ODDS (%) | 1 day ago 56% | 1 day ago 48% |
| Momentum ODDS (%) | 1 day ago 64% | 1 day ago 74% |
| MACD ODDS (%) | 1 day ago 60% | 1 day ago 67% |
| TrendWeek ODDS (%) | 1 day ago 66% | 1 day ago 75% |
| TrendMonth ODDS (%) | 1 day ago 61% | 1 day ago 74% |
| Advances ODDS (%) | 1 day ago 61% | 1 day ago 73% |
| Declines ODDS (%) | 7 days ago 56% | 11 days ago 68% |
| BollingerBands ODDS (%) | 1 day ago 52% | 1 day ago 55% |
| Aroon ODDS (%) | 1 day ago 49% | 1 day ago 69% |
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is overvalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
GS’s FA Score shows that 2 FA rating(s) are green while JEF’s FA Score has 0 green FA rating(s).
- GS’s FA Score: 2 green, 3 red.
- JEF’s FA Score: 0 green, 5 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
GS’s TA Score shows that 4 TA indicator(s) are bullish while JEF’s TA Score has 4 bullish TA indicator(s).
- GS’s TA Score: 4 bullish, 5 bearish.
- JEF’s TA Score: 4 bullish, 4 bearish.
Price Growth
GS (@Investment Banks/Brokers) experienced а +2.26% price change this week, while JEF (@Investment Banks/Brokers) price change was +5.51% for the same time period.
The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was +49.83%. For the same industry, the average monthly price growth was +15.54%, and the average quarterly price growth was -14.39%.
Reported Earning Dates
GS is expected to report earnings on Jan 19, 2027.
JEF is expected to report earnings on Jan 13, 2027.
Industries' Descriptions
@Investment Banks/Brokers (+49.83% weekly)These banks specialize in underwriting (helping companies with debt financing or equity issuances), IPOs, facilitating mergers and other corporate reorganizations and acting as a broker or financial advisor for institutions. They might also trade securities on their own accounts. Investment banks potentially thrive on expanding its network of clients, since that could help them increase profits. Goldman Sachs, Morgan Stanley and CME Group Inc are some of the largest investment banking companies.
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JEF and
Correlation & Price change
A.I.dvisor indicates that over the last year, JEF has been closely correlated with RJF. These tickers have moved in lockstep 78% of the time. This A.I.-generated data suggests there is a high statistical probability that if JEF jumps, then RJF could also see price increases.
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