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GS vs MORN
Which Stock Would AI Choose? Goldman Sachs (GS) vs. Morningstar (MORN) Stock Comparison
Key Takeaways
- Goldman Sachs delivered record full-year 2025 revenue of $58.28 billion, driven by a resurgence in global M&A (mergers and acquisitions) activity and strong equities trading results.
- Morningstar posted solid 2025 revenue of $2.4 billion with 8% organic growth, led by its PitchBook, Direct Platform, and Credit ratings segments, while advancing AI integrations across its product suite.
- GS operates as a capital-markets-driven investment bank heavily leveraged to deal-making cycles, while MORN is a subscription-and-data-focused research firm with more recurring revenue streams.
- GS shares surged roughly 57% in 2025, reflecting cyclical momentum in investment banking, whereas MORN faced headwinds with its stock declining approximately 30% over a six-month stretch in late 2025.
- Both companies are deploying AI strategically — GS for operational efficiency and risk management, MORN for product enhancement — making this comparison relevant for investors evaluating different financial-sector growth models.
Introduction
Comparing GS and MORN brings together two influential but structurally different players in the financial ecosystem. Goldman Sachs is a Wall Street investment banking titan whose fortunes rise and fall with corporate deal-making, trading volumes, and capital markets activity. Morningstar, by contrast, is an independent investment research and data analytics firm that generates revenue primarily through subscription-based platforms, licensing fees, and credit ratings. For traders and investors, this comparison highlights the contrast between a cyclical, fee-driven banking powerhouse and a steadier, technology-oriented information-services company — each offering distinct risk-reward profiles in the current market environment.
GS Overview and Recent Performance
The Goldman Sachs Group, Inc. (GS) is one of the world's preeminent investment banks, with dominant franchises in investment banking, trading, and asset and wealth management. The firm has undergone a significant strategic pivot in recent years under CEO David Solomon, retreating from consumer banking to refocus on its core institutional strengths. In 2025, that strategy bore considerable fruit: Goldman posted record annual revenues of $58.28 billion, a 9% year-over-year increase, and grew earnings per share (EPS) by 27% to $51.32. Return on average common shareholders' equity (ROE), a key profitability metric, reached 15.0%.
Recent market activity has been shaped by a powerful M&A cycle, with Goldman advising on approximately $1.6 trillion in global deal volume during 2025. The firm's investment banking backlog reached a four-year high entering 2026, and management has signaled confidence that strategic activity will accelerate further. In January 2026, Goldman announced the sale of its Apple Card portfolio to JPMorgan Chase, marking the final chapter of its consumer-lending exit. The Global Banking & Markets segment, which generated over $41 billion in 2025 revenue, remains the primary growth engine, supported by strength in equities financing and FICC (Fixed Income, Currency, and Commodities) trading. Book value per share rose to $357.60, and the quarterly dividend was increased to $4.50 per share.
MORN Overview and Recent Performance
Morningstar, Inc. (MORN) is a leading provider of independent investment research, data, and analytics, serving individual investors, financial advisors, asset managers, and retirement plan providers. The company's core offerings include the Morningstar Direct Platform for portfolio analysis, the PitchBook platform for private-market data, credit ratings services, and ESG (environmental, social, and governance) research through its Sustainalytics brand. Unlike Goldman Sachs, Morningstar's revenue model is anchored in recurring subscription fees and licensing agreements, providing a different earnings visibility profile.
Full-year 2025 revenue reached $2.4 billion, reflecting 7.5% reported growth and 8.0% organic growth. Adjusted diluted EPS rose 25% to $9.86, and adjusted operating margin expanded to 23.8%. The strongest contributors to growth were Morningstar Credit, PitchBook, and the Direct Platform. Morningstar Credit benefited from robust demand for ratings on structured finance instruments, while PitchBook continued to gain traction among institutional investors seeking private-market intelligence. The company also completed the acquisition of the Center for Research in Security Prices (CRSP), positioning itself as a more significant index provider. However, the stock experienced notable pressure in the latter half of 2025, declining roughly 30% over a six-month stretch, partly reflecting broader multiple compression in the information-services sector and investor concerns about spending levels on AI integration and acquisitions. The company authorized a new $1 billion share repurchase program in late 2025.
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Head-to-Head Comparison
The most fundamental contrast between GS and MORN lies in their business models. Goldman Sachs generates the majority of its revenue from investment banking fees, trading spreads, and asset management — all inherently tied to market cycles, volatility, and corporate activity levels. Morningstar, on the other hand, derives its revenue overwhelmingly from recurring subscriptions and licensing, giving it a more predictable top-line trajectory but slower growth in bull markets.
From a growth-driver perspective, GS is currently benefiting from an exceptionally favorable M&A environment, with regulatory tailwinds under the current administration and CEO confidence fueling large-scale deal activity. The firm's equities and FICC trading desks also thrive on elevated market volatility. MORN's growth is more organic and product-driven: expanding PitchBook's private-market coverage, scaling its credit ratings business, and embedding AI capabilities into its research platforms represent multi-year growth vectors less dependent on quarterly market gyrations.
Risk profiles diverge meaningfully. GS carries substantial balance-sheet risk given its trading operations and lending activities, and a downturn in M&A or capital markets activity could compress earnings rapidly — as seen in 2022–2023. MORN faces competitive risks from alternative data providers and potential pricing pressure in the ESG space, but its subscription-based model generally offers greater revenue stability. On market sentiment, GS has enjoyed considerable momentum, with total shareholder return exceeding 340% since 2019, while MORN's recent stock weakness reflects a market recalibrating expectations around growth rates and capital allocation efficiency. Sector exposure further differentiates the two: GS is a pure-play on financial services and capital markets, while MORN bridges financial services and technology/information services.
Tickeron AI Verdict
Based on observable market trends, momentum characteristics, and relative positioning, Tickeron's AI would likely favor GS in the current environment. The stock has demonstrated sustained trend consistency, supported by record revenues, a four-year-high investment banking backlog, and a macro backdrop conducive to further M&A activity. While Morningstar's recurring-revenue model offers stability, its recent price weakness and ongoing restructuring in certain business lines (including Sustainalytics) introduce near-term uncertainty that trend-following AI models typically discount. That said, for traders seeking lower-beta exposure with a longer time horizon, MORN's improving margins, share buybacks, and AI-driven product innovation present a fundamentally distinct case. The probabilistic assessment tilts toward GS for momentum-oriented strategies and toward MORN for those prioritizing earnings visibility and slower but steadier compounding.
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 MORN 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 2 FA rating(s) are green whileMORN’s FA Score has 2 green FA rating(s).
- GS’s FA Score: 2 green, 3 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 4 bullish TA indicator(s).
- GS’s TA Score: 3 bullish, 5 bearish.
- MORN’s TA Score: 4 bullish, 6 bearish.
Price Growth
GS (@Investment Banks/Brokers) experienced а -4.78% price change this week, while MORN (@Financial Publishing/Services) price change was -2.80% for the same time period.
The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was +1.27%. For the same industry, the average monthly price growth was -6.34%, and the average quarterly price growth was -15.75%.
The average weekly price growth across all stocks in the @Financial Publishing/Services industry was -1.26%. For the same industry, the average monthly price growth was +3.77%, and the average quarterly price growth was -12.91%.
Reported Earning Dates
GS is expected to report earnings on Oct 13, 2026.
MORN is expected to report earnings on Jul 29, 2026.
Industries' Descriptions
@Investment Banks/Brokers (+1.27% 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 (-1.26% 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 | 320B | 6.3B | 5,083% |
| EBITDA | N/A | 773M | - |
| Gain YTD | 24.697 | -23.116 | -107% |
| P/E Ratio | 16.76 | 16.93 | 99% |
| Revenue | 60.4B | 2.51B | 2,408% |
| Total Cash | N/A | N/A | - |
| Total Debt | 435B | 1.91B | 22,823% |
GS | MORN | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 67 | 7 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 82 Overvalued | 23 Undervalued | |
PROFIT vs RISK RATING 1..100 | 5 | 100 | |
SMR RATING 1..100 | 7 | 33 | |
PRICE GROWTH RATING 1..100 | 44 | 60 | |
P/E GROWTH RATING 1..100 | 39 | 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 (23) in the Financial Publishing Or Services industry is somewhat better than the same rating for GS (82) 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 (5) 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 (44) in the Investment Banks Or Brokers industry is in the same range as MORN (60) 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 P/E Growth Rating (39) in the Investment Banks Or Brokers industry is somewhat better than the same rating for MORN (93) 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 | MORN | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 56% | 1 day ago 49% |
| Stochastic ODDS (%) | 1 day ago 54% | 1 day ago 66% |
| Momentum ODDS (%) | 1 day ago 79% | 1 day ago 62% |
| MACD ODDS (%) | 1 day ago 50% | 1 day ago 54% |
| TrendWeek ODDS (%) | 1 day ago 57% | 1 day ago 58% |
| TrendMonth ODDS (%) | 1 day ago 56% | 1 day ago 53% |
| Advances ODDS (%) | 8 days ago 61% | 10 days ago 55% |
| Declines ODDS (%) | 3 days ago 54% | 1 day ago 61% |
| BollingerBands ODDS (%) | 1 day ago 50% | 1 day ago 53% |
| Aroon ODDS (%) | 1 day ago 53% | 1 day ago 68% |
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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% | -3.53% | ||
| FDS - MORN | 75% Closely correlated | -3.46% | ||
| JEF - MORN | 64% Loosely correlated | +2.83% | ||
| SF - MORN | 63% Loosely correlated | +0.18% | ||
| PIPR - MORN | 63% Loosely correlated | +1.43% | ||
| GS - MORN | 62% Loosely correlated | +2.89% | ||
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