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GS vs MORN
Which Stock Would AI Choose? Goldman Sachs (GS) vs. Morningstar (MORN) Stock Comparison
Key Takeaways
- GS has demonstrated stronger recent momentum driven by robust investment banking activity and AI-related deal flow, while MORN has faced stock price pressure despite solid operational results.
- Goldman Sachs reported record Q2 2026 revenues of $20.34 billion and Return on Equity (ROE) of 23.5%, highlighting strength in Global Banking & Markets.
- Morningstar achieved 9.6% revenue growth in Q2 2026 with organic growth of 6.8% and margin expansion, though its shares have declined over the past year.
- GS benefits from exposure to capital markets and M&A trends, whereas MORN offers stability through subscription-based research and data services with lower volatility.
- Relative performance shows GS outperforming broader indices in recent market activity compared to MORN's more defensive but currently challenged positioning.
- Both companies maintain strong balance sheets, with GS emphasizing capital returns and MORN focusing on share repurchases.
Introduction
This comparison examines GS (Goldman Sachs Group, Inc.) and MORN (Morningstar, Inc.), two financial services firms with distinct business models. Goldman Sachs operates as a leading global investment bank, while Morningstar provides independent investment research, data, and ratings. The analysis focuses on recent market activity over the past several weeks to highlight relative performance, sector exposure, and sentiment shifts. Institutional investors, active traders, and those evaluating financial sector allocations may find this stock comparison useful for assessing diversification opportunities and positioning within capital markets versus research and analytics segments.
GS Overview and Recent Performance
Goldman Sachs is a premier global investment bank offering advisory, underwriting, trading, and asset management services. In recent market activity, the stock has shown resilience amid broader financial sector movements, trading near $1,029 following a period of elevated volatility. Performance has been supported by strong momentum in investment banking, particularly M&A advisory and equity underwriting tied to AI and infrastructure themes. The firm reported record Q2 2026 results with revenues of $20.34 billion and annualized ROE of 23.5%. Sentiment has been bolstered by its role in high-profile deals and expectations for continued capital markets activity, though exposure to market fluctuations and regulatory factors remains a consideration.
MORN Overview and Recent Performance
Morningstar provides independent investment research, data analytics, and ratings through subscription-based platforms, with significant contributions from its PitchBook private markets unit. In recent market activity, shares have traded around $191 amid ongoing sector rotation and broader market dynamics. The company delivered solid Q2 2026 results with 9.6% revenue growth to $663.2 million and margin expansion. Performance has reflected steady operational execution and share repurchases, yet the stock has experienced downward pressure over the trailing year. Sentiment remains influenced by the firm's positioning in data and research services, with ongoing integration of AI tools across platforms contributing to long-term visibility.
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Head-to-Head Comparison
Goldman Sachs operates a capital-intensive, cyclical business model centered on investment banking and trading, offering higher growth potential during favorable market conditions but with greater sensitivity to economic cycles and volatility. Morningstar follows a more stable, subscription-driven model focused on research and data, providing steadier cash flows and lower beta exposure. In recent momentum, GS has benefited from M&A and AI-related catalysts, contrasting with MORN's operational resilience amid share price compression. Risk factors for GS include regulatory scrutiny and market downturns, while MORN faces potential disruption in traditional research from generative AI. Sector exposure positions GS in dynamic capital markets and MORN in defensive financial information services. Market sentiment currently favors GS for cyclical upside, with MORN viewed as a more conservative holding.
Tickeron AI Verdict
Based on observable factors such as trend consistency, stability, catalysts, and relative positioning, Tickeron’s AI would currently assign a higher probabilistic preference to GS over MORN. Stronger momentum in investment banking and AI-linked deal activity provides a clearer near-term catalyst profile, though both stocks carry sector-specific considerations that warrant ongoing monitoring.
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 Hold.
GS | MORN | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 78 | 81 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 71 Overvalued | 66 Overvalued | |
PROFIT vs RISK RATING 1..100 | 15 | 100 | |
SMR RATING 1..100 | 4 | 31 | |
PRICE GROWTH RATING 1..100 | 54 | 45 | |
P/E GROWTH RATING 1..100 | 62 | 70 | |
SEASONALITY SCORE 1..100 | 65 | 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 (66) in the Financial Publishing Or Services industry is in the same range as GS (71) in the Investment Banks Or Brokers industry. This means that MORN’s stock grew similarly to GS’s over the last 12 months.
GS's Profit vs Risk Rating (15) 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 (4) in the Investment Banks Or Brokers industry is in the same range as MORN (31) in the Financial Publishing Or Services industry. This means that GS’s stock grew similarly to MORN’s over the last 12 months.
MORN's Price Growth Rating (45) in the Financial Publishing Or Services industry is in the same range as GS (54) in the Investment Banks Or Brokers industry. This means that MORN’s stock grew similarly to GS’s over the last 12 months.
GS's P/E Growth Rating (62) in the Investment Banks Or Brokers industry is in the same range as MORN (70) in the Financial Publishing Or Services industry. This means that GS’s stock grew similarly to MORN’s over the last 12 months.
| GS | MORN | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 90% | 2 days ago 53% |
| Stochastic ODDS (%) | 2 days ago 88% | 2 days ago 57% |
| Momentum ODDS (%) | 2 days ago 49% | 2 days ago 62% |
| MACD ODDS (%) | 2 days ago 57% | 2 days ago 60% |
| TrendWeek ODDS (%) | 2 days ago 58% | 2 days ago 59% |
| TrendMonth ODDS (%) | 2 days ago 59% | 2 days ago 61% |
| Advances ODDS (%) | 26 days ago 62% | 12 days ago 57% |
| Declines ODDS (%) | 6 days ago 55% | 2 days ago 61% |
| BollingerBands ODDS (%) | 2 days ago 74% | 2 days ago 57% |
| Aroon ODDS (%) | 2 days ago 45% | 2 days ago 67% |
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 MORN’s FA Score has 1 green FA rating(s).
- GS’s FA Score: 2 green, 3 red.
- MORN’s FA Score: 1 green, 4 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 MORN’s TA Score has 4 bullish TA indicator(s).
- GS’s TA Score: 4 bullish, 5 bearish.
- MORN’s TA Score: 4 bullish, 7 bearish.
Price Growth
GS (@Investment Banks/Brokers) experienced а -4.49% price change this week, while MORN (@Financial Publishing/Services) price change was -4.92% for the same time period.
The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was -6.71%. For the same industry, the average monthly price growth was -0.96%, and the average quarterly price growth was +10.37%.
The average weekly price growth across all stocks in the @Financial Publishing/Services industry was -2.86%. For the same industry, the average monthly price growth was -8.82%, and the average quarterly price growth was +0.79%.
Reported Earning Dates
GS is expected to report earnings on Oct 13, 2026.
MORN is expected to report earnings on Oct 28, 2026.
Industries' Descriptions
@Investment Banks/Brokers (-6.71% 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 (-2.86% 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.
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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 84% 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 loosely correlated with JEF. These tickers have moved in lockstep 64% of the time. This A.I.-generated data suggests there is some statistical probability that if MORN jumps, then JEF could also see price increases.
| Ticker / NAME | Correlation To MORN | 1D Price Change % | ||
|---|---|---|---|---|
| MORN | 100% | -2.26% | ||
| JEF - MORN | 64% Loosely correlated | -1.15% | ||
| SF - MORN | 63% Loosely correlated | +0.09% | ||
| PIPR - MORN | 63% Loosely correlated | -0.90% | ||
| GS - MORN | 62% Loosely correlated | -2.05% | ||
| SPGI - MORN | 62% Loosely correlated | -1.83% | ||
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