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GS vs MORN
Which Stock Would AI Choose? Goldman Sachs (GS) vs. Morningstar (MORN) Stock Comparison
Key Takeaways
- GS delivered a strong Q1 2026 with profits up 19% on record equity trading and rising M&A activity, boosting shares near 52-week highs.
- MORN exhibits recent upward momentum, crossing its 50-day moving average, though year-to-date performance trails at around -15%.
- GS's market cap exceeds $274 billion, dwarfing MORN's $6.8 billion, reflecting divergent scales in financial services.
- Both stocks show bullish technical signals recently, including positive MACD crossovers and momentum shifts, per AI pattern recognition.
- GS offers a higher dividend yield of 1.94% compared to MORN's 1.13%, appealing to income-focused investors.
- In recent weeks, GS gained about 8% over the past month, outpacing the broader market amid favorable trading conditions.
Introduction
This comparison pits GS, a leading global investment bank, against MORN, a premier provider of investment research and data analytics. Investors diversifying across financial services subsectors or evaluating cyclical versus stable plays may find value here. With GS capitalizing on market volatility through trading and dealmaking, and MORN benefiting from steady demand for research tools, their relative performance highlights trade-offs in growth potential, risk, and market sensitivity. Traders tracking momentum shifts or long-term holders assessing fundamentals can use this analysis for informed positioning in the current environment.
GS Overview and Recent Performance
The Goldman Sachs Group, Inc. (GS) operates as a multinational investment bank, offering services in investment banking (underwriting and advisory), trading (fixed income, currencies, commodities—FICC—and equities), asset management, and consumer banking. In recent market activity, GS shares have traded near their 52-week high of $984.70, closing around $926 recently after a 1.2% daily dip but up roughly 8% over the past month and 6% year-to-date. Key drivers include a robust Q1 2026, with revenues of $17.23 billion and EPS of $17.55, surpassing estimates amid 19% profit growth fueled by record equity trading and surging mergers and acquisitions (M&A) activity. Positive technicals, such as bullish moving average crossovers and MACD turns, have supported sentiment, though elevated debt-to-equity (608.94%) and beta (1.31) signal volatility tied to market cycles.
MORN Overview and Recent Performance
Morningstar, Inc. (MORN) specializes in independent investment research, providing data, ratings, analytics software, and asset management solutions to individual and institutional investors. Recent weeks have seen MORN shares rebound, up about 8% over the past month to around $178-$182, crossing the 50-day moving average and triggering bullish signals like positive momentum and MACD crossovers. Despite this, year-to-date returns stand at approximately -15%, reflecting broader pressures in data services amid market rotations, with shares in a 52-week range of $149-$317. Fundamentals remain solid, with trailing P/E (price-to-earnings ratio) at 20.04 and lower debt-to-equity (103.21%), supporting stability, though earnings growth has been uneven compared to banking peers.
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Head-to-Head Comparison
GS and MORN operate in financial services but diverge sharply: GS as a cyclical powerhouse reliant on trading volumes and deal flow, versus MORN's subscription-driven model for recurring research revenue. Growth drivers contrast too—GS leverages market upswings in equities and M&A, while MORN depends on data demand amid investor education trends. Recent momentum favors GS with stronger monthly gains and YTD positioning near highs, against MORN's recovery from lows. Risk profiles differ: GS's higher beta (1.31) exposes it to broader downturns, but lower P/E (16.92 trailing) suggests value; MORN offers relative stability (beta 1.11) yet trades at a premium amid softer growth. Sector exposure tilts GS toward banking volatility and MORN toward tech-adjacent data analytics, influencing sentiment amid rate and economic shifts.
Tickeron AI Verdict
Tickeron’s AI analysis leans toward GS in the current environment, citing consistent upward trends, recent bullish pattern confirmations like moving average crossovers, and catalysts from Q1 earnings strength that position it favorably relative to MORN. While both display positive momentum signals, GS's superior stability in profitability metrics and proximity to highs suggest higher probability of near-term outperformance, though MORN could gain if data demand accelerates.
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 Hold and MORN is a StrongBuy.
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 4 FA rating(s) are green whileMORN’s FA Score has 2 green FA rating(s).
- GS’s FA Score: 4 green, 1 red.
- MORN’s FA Score: 2 green, 3 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 MORN’s TA Score has 5 bullish TA indicator(s).
- GS’s TA Score: 3 bullish, 5 bearish.
- MORN’s TA Score: 5 bullish, 5 bearish.
Price Growth
GS (@Investment Banks/Brokers) experienced а +3.13% price change this week, while MORN (@Financial Publishing/Services) price change was +6.64% for the same time period.
The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was -3.85%. For the same industry, the average monthly price growth was -6.72%, and the average quarterly price growth was -15.85%.
The average weekly price growth across all stocks in the @Financial Publishing/Services industry was +2.84%. For the same industry, the average monthly price growth was +0.15%, and the average quarterly price growth was -13.20%.
Reported Earning Dates
GS is expected to report earnings on Jul 14, 2026.
MORN is expected to report earnings on Jul 29, 2026.
Industries' Descriptions
@Investment Banks/Brokers (-3.85% 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.
@Financial Publishing/Services (+2.84% weekly)The financial publishing /services sector includes companies that provide informational products and services that are of value to investors, financial/analytics professionals and other interested readers. The products include real-time stock quotes, financial news and analyses. Think S&P Global, Inc., Moody`s Corporation, Thomson-Reuters Corp and IHS Markit Ltd. Information is critical in making financial or investment decisions, and what makes this industry’s output relevant at all times, across various economic conditions.
| GS | MORN | GS / MORN | |
| Capitalization | 308B | 6.51B | 4,735% |
| EBITDA | N/A | 773M | - |
| Gain YTD | 19.805 | -23.033 | -86% |
| P/E Ratio | 20.21 | 15.69 | 129% |
| Revenue | 60.4B | 2.51B | 2,408% |
| Total Cash | N/A | 532M | - |
| Total Debt | 435B | 1.91B | 22,823% |
GS | MORN | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 74 | 6 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 84 Overvalued | 20 Undervalued | |
PROFIT vs RISK RATING 1..100 | 7 | 100 | |
SMR RATING 1..100 | 7 | 33 | |
PRICE GROWTH RATING 1..100 | 18 | 77 | |
P/E GROWTH RATING 1..100 | 26 | 93 | |
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.
MORN's Valuation (20) in the Financial Publishing Or Services industry is somewhat better than the same rating for GS (84) in the Investment Banks Or Brokers industry. This means that MORN’s stock grew somewhat faster than GS’s over the last 12 months.
GS's Profit vs Risk Rating (7) in the Investment Banks Or Brokers industry is significantly better than the same rating for MORN (100) in the Financial Publishing Or Services industry. This means that GS’s stock grew significantly faster than MORN’s over the last 12 months.
GS's SMR Rating (7) in the Investment Banks Or Brokers industry is in the same range as MORN (33) in the Financial Publishing Or Services industry. This means that GS’s stock grew similarly to MORN’s over the last 12 months.
GS's Price Growth Rating (18) in the Investment Banks Or Brokers industry is somewhat better than the same rating for MORN (77) in the Financial Publishing Or Services industry. This means that GS’s stock grew somewhat faster than MORN’s over the last 12 months.
GS's P/E Growth Rating (26) in the Investment Banks Or Brokers industry is significantly better than the same rating for MORN (93) in the Financial Publishing Or Services industry. This means that GS’s stock grew significantly faster than MORN’s over the last 12 months.
| GS | MORN | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 46% | 2 days ago 57% |
| Stochastic ODDS (%) | 2 days ago 75% | 2 days ago 70% |
| Momentum ODDS (%) | 2 days ago 56% | 2 days ago 56% |
| MACD ODDS (%) | 2 days ago 60% | 2 days ago 62% |
| TrendWeek ODDS (%) | 2 days ago 66% | 2 days ago 54% |
| TrendMonth ODDS (%) | 2 days ago 58% | 2 days ago 60% |
| Advances ODDS (%) | 3 days ago 62% | 7 days ago 55% |
| Declines ODDS (%) | 13 days ago 55% | 14 days ago 60% |
| BollingerBands ODDS (%) | 7 days ago 52% | 2 days ago 56% |
| Aroon ODDS (%) | 2 days ago 53% | 2 days ago 61% |
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GS and
Correlation & Price change
A.I.dvisor indicates that over the last year, GS has been closely correlated with MS. These tickers have moved in lockstep 83% of the time. This A.I.-generated data suggests there is a high statistical probability that if GS jumps, then MS could also see price increases.
MORN and
Correlation & Price change
A.I.dvisor indicates that over the last year, MORN has been closely correlated with FDS. These tickers have moved in lockstep 75% of the time. This A.I.-generated data suggests there is a high statistical probability that if MORN jumps, then FDS could also see price increases.
| Ticker / NAME | Correlation To MORN | 1D Price Change % | ||
|---|---|---|---|---|
| MORN | 100% | N/A | ||
| FDS - MORN | 75% Closely correlated | +2.42% | ||
| JEF - MORN | 64% Loosely correlated | -3.70% | ||
| SF - MORN | 63% Loosely correlated | -0.16% | ||
| PIPR - MORN | 63% Loosely correlated | +2.93% | ||
| GS - MORN | 62% Loosely correlated | -1.17% | ||
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