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GS vs MORN
Which Stock Would AI Choose? Goldman Sachs (GS) vs. Morningstar (MORN) Stock Comparison
Key Takeaways
- GS (Goldman Sachs) is riding a cyclical rebound in investment banking and trading, with quarterly earnings per share (EPS) growth exceeding 35% in recent periods.
- MORN (Morningstar) offers a steadier, subscription-driven business model but has faced a more challenging year for share-price momentum and heightened insider-selling activity.
- Goldman Sachs trades at a notably lower forward price-to-earnings (P/E) multiple than Morningstar, reflecting different risk profiles and growth expectations.
- Both companies have placed artificial intelligence (AI) at the center of their strategies, though with very different approaches and near-term catalysts.
- Investor sentiment currently appears stronger for GS, driven by robust fee income and an improving capital-markets backdrop.
Introduction
Goldman Sachs and Morningstar occupy different corners of the financial services industry, yet both are frequently evaluated by investors seeking exposure to the sector. GS is a global investment bank and trading powerhouse, while MORN is an independent provider of investment research, data, ratings, and software. Comparing these two names is useful for traders and investors weighing a cyclical, capital-markets-driven business against a more recurring, subscription-oriented franchise. Understanding how each stock behaves in the current market environment — and how their recent performance, catalysts, and risks diverge — can help clarify which better fits a given portfolio objective.
GS Overview and Recent Performance
The Goldman Sachs Group is a leading global investment bank with operations spanning investment banking, global markets, and asset and wealth management. In recent quarters, the company has reported strong results driven by a recovery in mergers and acquisitions (M&A) activity, initial public offerings (IPOs), and equities trading. Management has emphasized a strategic pivot away from consumer banking toward higher-margin, fee-based businesses, and has accelerated a firmwide AI transformation under its "One Goldman Sachs" initiative.
In recent market activity, GS has shown meaningful upward momentum, with the stock rallying substantially over the past year and outperforming several banking peers. Recent quarterly results featured double-digit revenue growth and elevated return on equity (ROE, a measure of profitability relative to shareholder capital). The stock trades at a relatively modest forward P/E ratio, and analysts hold a predominantly neutral-to-positive view, with an average price target above the prevailing share price. Sentiment has been supported by a robust deal pipeline, though higher operating expenses and interest-rate uncertainty remain watchpoints.
MORN Overview and Recent Performance
Morningstar, Inc. is an independent provider of investment research, ratings, data, and software, serving individual investors, advisors, and asset managers. Its businesses include the Morningstar Direct platform, the PitchBook private-market data service, and Morningstar Credit. Unlike Goldman Sachs, Morningstar generates the bulk of its revenue from recurring subscriptions and licensing, which tends to produce more predictable but slower-growing results.
In recent periods, MORN has posted solid single-digit revenue growth alongside stronger earnings growth, aided by margin expansion and accretive acquisitions. The company has introduced Morningstar Direct AI and integrated PitchBook data into leading AI platforms, positioning itself as a data "picks and shovels" provider for the investment industry. Despite these positives, the stock's relative performance has been mixed, with a softer one-year return and notable insider-selling activity from its executive chairman. Analysts maintain a generally favorable consensus, but the market has been slower to reward the shares.
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Head-to-Head Comparison
The clearest contrast between these two stocks lies in their business models. GS is highly cyclical and leveraged to capital-markets activity, meaning its earnings can swing sharply with deal flow, trading volumes, and market volatility. MORN is more defensive and recurring, generating steady subscription revenue but with slower growth and a higher valuation multiple.
Growth drivers also differ. Goldman Sachs is benefiting from a rebound in M&A and underwriting, strong equities trading, and its push into asset and wealth management, while Morningstar is leaning on AI-enabled products, index-branding momentum, and data licensing partnerships. From a risk standpoint, GS faces sensitivity to interest rates, credit conditions, and trading revenue resets, whereas MORN faces competitive pressure, pricing dynamics, and a geared balance sheet. In terms of market sentiment, GS has demonstrated stronger recent momentum and relative performance, while MORN's story remains more dependent on monetizing its AI and index initiatives.
Tickeron AI Verdict
Based on observable factors such as trend consistency, recent earnings momentum, and relative positioning, Tickeron's AI would likely favor GS in the current environment. Goldman Sachs has shown a more consistent uptrend, stronger relative performance, and multiple near-term catalysts tied to investment banking and AI adoption. Morningstar, while a high-quality franchise with improving margins, has exhibited less decisive price momentum and faces ongoing insider-selling pressure. Because market conditions can shift, this assessment reflects a probabilistic view of current positioning rather than a definitive forecast for either stock.
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 Hold and MORN is a StrongBuy.
GS's RSI Indicator ascending out of 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 22 similar instances when the indicator left oversold territory. In 16 of the 22 cases the stock moved higher. This puts the odds of a move higher at 73%.
Technical Analysis (Indicators)
Bullish Trend Analysis
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 23 of 45 cases over the following month. The odds of a continued upward trend are 51%.
Following a +1.75% 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 may be shifting from an upward trend to a downward trend. In 42 of 68 cases where GS's Stochastic Oscillator exited the overbought zone, the price fell further within the following month. The odds of a continued downward trend are 62%.
The Momentum Indicator moved below the 0 level on November 05, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on GS as a result. In 37 of 76 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 49%.
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 19 (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 88, placing this stock better than average.
The Tickeron Seasonality Score of 50 (best 1 - 100 worst) indicates that the company is fair valued 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 Price Growth Rating for this company is 58 (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 69 (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 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 (2.298) is normal, around the industry mean (3.120). P/E Ratio (13.194) is within average values for comparable stocks, (6.734). Projected Growth (PEG Ratio) (1.133) is also within normal values, averaging (0.809). Dividend Yield (0.023) settles around the average of (8.976) among similar stocks. P/S Ratio (4.394) is also within normal values, averaging (16.899).
MORN's MACD Histogram crosses above signal line
The Moving Average Convergence Divergence (MACD) for MORN turned positive on October 07, 2026. Looking at past instances where MORN's MACD turned positive, the stock continued to rise in 31 of 45 cases over the following month. The odds of a continued upward trend are 69%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on October 06, 2026. You may want to consider a long position or call options on MORN as a result. In 50 of 86 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 58%.
MORN moved above its 50-day moving average on October 08, 2026 date and that indicates a change from a downward trend to an upward trend.
The 10-day moving average for MORN crossed bullishly above the 50-day moving average on October 19, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 10 of 18 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 56%.
Following a +4.42% 3-day Advance, the price is estimated to grow further. Considering data from situations where MORN advanced for three days, in 169 of 306 cases, the price rose further within the following month. The odds of a continued upward trend are 55%.
The Aroon Indicator entered an Uptrend today. In 71 of 177 cases where MORN Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 40%.
Bearish Trend Analysis
The RSI Indicator demonstrates 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.
The Stochastic Oscillator demonstrated that the ticker has stayed in the overbought zone for 5 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 MORN 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 63%.
MORN broke above its upper Bollinger Band on November 02, 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.
Fundamental Analysis (Ratings)
The Tickeron SMR rating for this company is 31 (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 Price Growth Rating for this company is 37 (best 1 - 100 worst), indicating fairly steady price growth. MORN’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Seasonality Score of 50 (best 1 - 100 worst) indicates that the company is fair valued 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 PE Growth Rating for this company is 52 (best 1 - 100 worst), pointing to 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 74 (best 1 - 100 worst) indicates that the company is slightly 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 (8.946) is normal, around the industry mean (4.143). P/E Ratio (23.077) is within average values for comparable stocks, (19.659). Projected Growth (PEG Ratio) (0.770) is also within normal values, averaging (1.780). Dividend Yield (0.008) settles around the average of (0.017) among similar stocks. MORN's P/S Ratio (3.171) is slightly lower than the industry average of (7.166).
The Tickeron Profit vs. Risk Rating rating for this company is 100 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. MORN’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 71, placing this stock worse than average.
GS | MORN | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 50 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 88 Overvalued | 74 Overvalued | |
PROFIT vs RISK RATING 1..100 | 19 | 100 | |
SMR RATING 1..100 | 4 | 31 | |
PRICE GROWTH RATING 1..100 | 58 | 37 | |
P/E GROWTH RATING 1..100 | 69 | 52 | |
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 (74) in the Financial Publishing Or Services industry is in the same range as GS (88) 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 (19) 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 (37) in the Financial Publishing Or Services industry is in the same range as GS (58) in the Investment Banks Or Brokers industry. This means that MORN’s stock grew similarly to GS’s over the last 12 months.
MORN's P/E Growth Rating (52) in the Financial Publishing Or Services industry is in the same range as GS (69) in the Investment Banks Or Brokers industry. This means that MORN’s stock grew similarly to GS’s over the last 12 months.
| GS | MORN | |
|---|---|---|
| RSI ODDS (%) | 4 days ago 73% | 4 days ago 69% |
| Stochastic ODDS (%) | 4 days ago 62% | 4 days ago 66% |
| Momentum ODDS (%) | 4 days ago 49% | 5 days ago 58% |
| MACD ODDS (%) | 4 days ago 51% | 4 days ago 69% |
| TrendWeek ODDS (%) | 4 days ago 59% | 4 days ago 53% |
| TrendMonth ODDS (%) | 4 days ago 59% | 4 days ago 51% |
| Advances ODDS (%) | 12 days ago 61% | 5 days ago 55% |
| Declines ODDS (%) | 4 days ago 56% | 13 days ago 63% |
| BollingerBands ODDS (%) | 4 days ago 52% | 4 days ago 63% |
| Aroon ODDS (%) | 4 days ago 50% | 4 days ago 40% |
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 3 TA indicator(s) are bullish while MORN’s TA Score has 6 bullish TA indicator(s).
- GS’s TA Score: 3 bullish, 6 bearish.
- MORN’s TA Score: 6 bullish, 4 bearish.
Price Growth
GS (@Investment Banks/Brokers) experienced а -3.21% price change this week, while MORN (@Financial Publishing/Services) price change was +7.94% for the same time period.
The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was -5.39%. For the same industry, the average monthly price growth was -22.29%, and the average quarterly price growth was -27.51%.
The average weekly price growth across all stocks in the @Financial Publishing/Services industry was +1.51%. For the same industry, the average monthly price growth was +8.89%, and the average quarterly price growth was +9.31%.
Reported Earning Dates
GS is expected to report earnings on Jan 19, 2027.
MORN is expected to report earnings on Feb 25, 2027.
Industries' Descriptions
@Investment Banks/Brokers (-5.39% 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 (+1.51% 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% | -1.22% | ||
| JEF - MORN | 64% Loosely correlated | -2.51% | ||
| SF - MORN | 63% Loosely correlated | -0.70% | ||
| PIPR - MORN | 63% Loosely correlated | -1.82% | ||
| GS - MORN | 62% Loosely correlated | -0.36% | ||
| SPGI - MORN | 62% Loosely correlated | -0.98% | ||
More | ||||
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| QDTE | 25.79 | 0.35 | +1.38% |
| Roundhill Nasdaq-100 0DTE Covered Call Strategy ETF (QDTE) | |||
| NXTI | 36.78 | N/A | N/A |
| Simplify Next Intangible Core Index ETF (NXTI) | |||
| PUSH | 50.33 | -0.01 | -0.02% |
| PGIM Ultra Short Municipal Bond ETF (PUSH) | |||
| VOE | 206.83 | -1.41 | -0.68% |
| Vanguard Morningstar Mid-Cap Value ETF (VOE) | |||
| EFAS | 22.15 | -0.40 | -1.77% |
| Global X MSCI SuperDividend EAFE ETF (EFAS) | |||