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GS vs JEF
Which Stock Would AI Choose? Goldman Sachs Group (GS) vs. Jefferies Financial Group (JEF) Stock Comparison
Key Takeaways
- GS commands a market capitalization exceeding $275 billion, dwarfing JEF's approximately $9.8 billion, reflecting greater scale and diversification.
- Both stocks have shown positive momentum in recent weeks, with JEF gaining about 16% over the past month compared to GS's roughly 10% rise.
- GS delivered exceptional Q1 2026 results with record equities trading revenue and EPS of $17.55, bolstering investor confidence.
- JEF offers a higher dividend yield of 3.32% versus GS's 1.94%, appealing to income-focused investors.
- Over the past year, GS has significantly outperformed with returns around 70%, compared to JEF's more modest gains.
- Comparable P/E ratios near 17 indicate similar valuations, but GS's broader asset and wealth management (AWM) segment provides stability.
Introduction
Goldman Sachs Group (GS) and Jefferies Financial Group (JEF) are prominent players in the investment banking sector, offering services like mergers and acquisitions advisory, underwriting, and capital markets activities. This comparison is particularly relevant for traders seeking short-term momentum plays and long-term investors evaluating stability versus yield in a volatile market environment marked by fluctuating interest rates and geopolitical tensions. By examining recent performance, business models, and market positioning, investors can gauge relative strengths in this competitive space, aiding decisions on portfolio allocation amid evolving economic conditions.
GS Overview and Recent Performance
The Goldman Sachs Group, Inc. (GS) is a leading global investment bank providing financial services across Global Banking & Markets, Asset & Wealth Management (AWM), and Platform Solutions segments. These include M&A (mergers and acquisitions) advisory, underwriting, lending, trading, and wealth advisory, serving corporations, institutions, and high-net-worth individuals.
In recent market activity, GS shares have exhibited resilience, rising approximately 10% over the past month and delivering year-to-date gains of about 6% as of late April 2026. Strong Q1 2026 earnings announced mid-April, featuring record equities revenue of $5.3 billion and net earnings of $5.63 billion (EPS $17.55), have positively influenced sentiment amid volatile trading conditions. Trading volumes remain robust, with a beta of 1.31 signaling moderate market sensitivity, while the stock trades near its 52-week high of $984.70.
JEF Overview and Recent Performance
Jefferies Financial Group Inc. (JEF) operates as a diversified financial services firm focused on investment banking, capital markets, and asset management. Key activities encompass M&A advisory, debt and equity underwriting, loan syndication, equities trading, and alternative asset management for institutional and private clients.
Over recent weeks, JEF has demonstrated notable momentum, with shares advancing around 16% in the past month following Q1 fiscal 2026 results released in late March. Net revenues reached $2.02 billion, surpassing estimates, though earnings met consensus at about $0.89 per share adjusted. Year-to-date performance stands positive amid a 52-week range of $35.53 to $71.04, supported by solid capital markets activity, despite higher short-term volatility reflected in recent 3-month dips.
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Head-to-Head Comparison
Both GS and JEF thrive in investment banking and capital markets, but GS's expansive AWM segment—managing diverse assets—and Platform Solutions like credit cards provide revenue diversification beyond JEF's core focus on advisory, underwriting, and trading. Growth drivers for GS include robust equities financing and global reach, while JEF benefits from nimble execution in mid-market deals.
Recent momentum favors JEF in the short term, yet GS dominates long-term relative performance. Risk profiles differ, with GS's scale mitigating volatility (beta 1.31) against JEF's higher yield but smaller size exposing it to sector swings. Market sentiment remains constructive post-earnings for both, though GS enjoys broader analyst coverage and institutional ownership.
Tickeron AI Verdict
Tickeron’s AI analysis currently leans toward GS due to its superior trend consistency, substantial market positioning, and catalysts like record trading revenues, suggesting higher probability of sustained outperformance relative to JEF in the prevailing environment. However, JEF's recent momentum and yield could appeal in momentum-driven scenarios.
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. Disclaimers and Limitations
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 StrongBuy and JEF is a Buy.
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 undervalued. 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 3 FA rating(s) are green whileJEF’s FA Score has 0 green FA rating(s).
- GS’s FA Score: 3 green, 2 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 3 TA indicator(s) are bullish while JEF’s TA Score has 5 bullish TA indicator(s).
- GS’s TA Score: 3 bullish, 5 bearish.
- JEF’s TA Score: 5 bullish, 4 bearish.
Price Growth
GS (@Investment Banks/Brokers) experienced а -4.14% price change this week, while JEF (@Investment Banks/Brokers) price change was -0.04% for the same time period.
The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was +1.68%. For the same industry, the average monthly price growth was -7.73%, and the average quarterly price growth was -8.80%.
Reported Earning Dates
GS is expected to report earnings on Jul 14, 2026.
JEF is expected to report earnings on Sep 30, 2026.
Industries' Descriptions
@Investment Banks/Brokers (+1.68% 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.
| GS | JEF | GS / JEF | |
| Capitalization | 301B | 10.7B | 2,813% |
| EBITDA | N/A | 4.61B | - |
| Gain YTD | 17.281 | -13.791 | -125% |
| P/E Ratio | 20.21 | 21.08 | 96% |
| Revenue | 60.4B | 11.2B | 539% |
| Total Cash | N/A | 5.15B | - |
| Total Debt | 435B | 25.9B | 1,680% |
GS | JEF | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 82 | 77 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 84 Overvalued | 72 Overvalued | |
PROFIT vs RISK RATING 1..100 | 8 | 64 | |
SMR RATING 1..100 | 7 | 82 | |
PRICE GROWTH RATING 1..100 | 46 | 53 | |
P/E GROWTH RATING 1..100 | 27 | 40 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
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 (72) in the Investment Banks Or Brokers industry is in the same range as GS (84). This means that JEF’s stock grew similarly to GS’s over the last 12 months.
GS's Profit vs Risk Rating (8) in the Investment Banks Or Brokers industry is somewhat better than the same rating for JEF (64). This means that GS’s stock grew somewhat faster than JEF’s over the last 12 months.
GS's SMR Rating (7) in the Investment Banks Or Brokers industry is significantly better than the same rating for JEF (82). This means that GS’s stock grew significantly faster than JEF’s over the last 12 months.
GS's Price Growth Rating (46) in the Investment Banks Or Brokers industry is in the same range as JEF (53). This means that GS’s stock grew similarly to JEF’s over the last 12 months.
GS's P/E Growth Rating (27) in the Investment Banks Or Brokers industry is in the same range as JEF (40). This means that GS’s stock grew similarly to JEF’s over the last 12 months.
| GS | JEF | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 49% | 3 days ago 79% |
| Stochastic ODDS (%) | 3 days ago 74% | 3 days ago 76% |
| Momentum ODDS (%) | 3 days ago 53% | 3 days ago 57% |
| MACD ODDS (%) | 3 days ago 45% | 3 days ago 65% |
| TrendWeek ODDS (%) | 3 days ago 57% | 3 days ago 58% |
| TrendMonth ODDS (%) | 3 days ago 56% | 3 days ago 62% |
| Advances ODDS (%) | 3 days ago 61% | 3 days ago 77% |
| Declines ODDS (%) | 9 days ago 55% | 6 days ago 65% |
| BollingerBands ODDS (%) | 3 days ago 52% | 3 days ago 65% |
| Aroon ODDS (%) | 3 days ago 52% | 3 days ago 71% |
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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.