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GS or MC or MORN
Which Stock Would AI Choose? Goldman Sachs (GS) vs. LVMH (MC) vs. Morningstar (MORN) Stock Comparison
Key Takeaways
- Goldman Sachs (GS) posted record 2025 revenues of $58.28 billion, fueled by a massive resurgence in M&A (mergers and acquisitions) activity and a strategic pivot toward fee-based asset management.
- LVMH (MC) navigated a challenging year with €80.8 billion in 2025 sales, facing luxury-demand headwinds in China while showing early signs of stabilization in the second half.
- Morningstar (MORN) delivered consistent 7.5% revenue growth to $2.4 billion in 2025, with adjusted EPS (earnings per share) surging 25%, driven by its PitchBook and credit ratings platforms.
- Across sectors, GS is riding a powerful investment banking cycle, MC is working through a cyclical luxury downturn, and MORN is growing steadily with a subscription-based, capital-light business model.
- Valuation risk is most pronounced for GS after its 57% rally in 2025, while MC appears relatively discounted on a historical basis and MORN trades near levels some analysts consider below fair value.
- An AI-driven relative performance analysis would likely favor the stock with the strongest combination of trend consistency, improving earnings momentum, and manageable downside risk.
Introduction
Investors comparing GS (Goldman Sachs), MC (LVMH Moët Hennessy Louis Vuitton), and MORN (Morningstar) are effectively evaluating three distinct investment narratives: a Wall Street investment banking powerhouse, a global luxury goods titan, and a financial data and analytics firm. Despite operating in entirely different industries, these three companies intersect at the crossroads of capital markets, investor sentiment, and economic cycle sensitivity. This comparison is particularly relevant for investors seeking to understand how diverse business models — from deal-making and trading to luxury retail and subscription analytics — perform under today's evolving macroeconomic conditions. Each stock reflects a different facet of the current market environment, making their relative positioning a useful lens for portfolio consideration.
GS Overview and Recent Performance
Goldman Sachs, one of the world's preeminent investment banks, has undergone a dramatic strategic transformation over the past several years. Under CEO David Solomon, the firm pivoted away from consumer banking and refocused on its core strengths: investment banking, trading, and asset and wealth management. That pivot has paid off in a big way. For the full year 2025, Goldman reported record net revenues of $58.28 billion, a 9% increase year over year, while diluted EPS surged 27% to $51.32. Annualized ROE (return on equity) reached 15.0%, a 230-basis-point improvement. The firm advised on approximately $1.6 trillion in global M&A deal volume and maintained its No. 1 ranking in worldwide announced M&A for the 23rd consecutive year. Its Asset & Wealth Management division reached a record $3.6 trillion in assets under supervision, generating recurring management fees that provide a more stable earnings floor. In early 2026, Goldman announced the sale of its Apple Card portfolio to JPMorgan Chase, a move that further streamlined its exit from consumer lending. The investment banking backlog entered 2026 at a four-year high, and the firm raised its quarterly dividend to $4.50 per share.
MC Overview and Recent Performance
LVMH Moët Hennessy Louis Vuitton, the world's largest luxury goods conglomerate, faced a distinctly different environment over the past year. The luxury sector has been grappling with a broad demand slowdown, particularly in China — historically one of its most important growth engines. For full-year 2025, LVMH reported sales of €80.8 billion, a 5% decline on a reported basis but only 1% lower on an organic basis, which excludes currency effects and acquisitions. Group net profit fell 13% to €10.9 billion. The Fashion & Leather Goods segment, which accounts for roughly half of group sales and includes flagship brands such as Louis Vuitton and Christian Dior, saw organic sales decline 5%. However, the second half of the year showed meaningful improvement, with Q3 posting 1% organic growth — a positive surprise that triggered a double-digit rally in the stock. Sephora, housed within the Selective Retailing division, continued to be a standout performer with 4% organic growth and a 28% jump in operating profit. Geographically, the United States and Europe held up relatively well, while Asia excluding Japan returned to modest growth by the third quarter. Free operating cash flow rose 8% to €11.3 billion, underscoring LVMH's strong cash generation even in a down cycle.
MORN Overview and Recent Performance
Morningstar is a leading provider of independent investment research, data, and analytics, serving individual investors, financial advisors, and institutions worldwide. The company's portfolio includes the Morningstar Direct Platform for portfolio analysis, the PitchBook platform for private-market data, credit ratings, ESG (environmental, social, and governance) solutions, and managed retirement services. For full-year 2025, Morningstar reported revenue of $2.4 billion, up 7.5% year over year, with organic revenue growth of 8.0%. Adjusted diluted EPS rose 25% to $9.86, reflecting margin expansion across core segments. Morningstar Credit, the Direct Platform, and PitchBook were the largest contributors to growth. The company continued to execute on strategic initiatives, including the acquisition of the Center for Research in Security Prices (CRSP), which positions Morningstar Indexes as one of the largest providers of benchmarks for U.S. equity index funds. Morningstar also deepened its integration with generative AI platforms such as OpenAI's ChatGPT, aiming to embed its trusted data into the emerging AI-driven investment workflow. The company authorized a new $1 billion share repurchase program and refinanced its credit facilities with a $1.5 billion multi-currency agreement, providing ample flexibility for future capital allocation.
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Head-to-Head Comparison
These three stocks occupy fundamentally different positions in the market ecosystem. Goldman Sachs is a cyclical powerhouse whose fortunes are closely tied to M&A volumes, capital markets activity, and asset prices. Its revenue can swing meaningfully from year to year depending on the deal-making environment. The current cycle is highly favorable, but the stock's sharp rally in 2025 has compressed the margin of safety for new entrants. LVMH is a consumer-discretionary bellwether with a portfolio of 75 luxury brands spanning fashion, watches, wines, and selective retail. Its diversification across product categories and geographies is a structural advantage, but it remains exposed to macroeconomic weakness in key markets, particularly China. The stock's recent underperformance relative to its own history has drawn value-oriented buyers. Morningstar operates a subscription- and license-based model that is less correlated with economic cycles and more tied to the secular growth of data consumption in the investment industry. Its revenue streams are stickier and more predictable, though its total addressable market is smaller than those of GS or MC. On valuation sensitivity, GS faces the most scrutiny after its 340%-plus total shareholder return since 2019; MC is trading at a discount to many analysts' fair-value estimates; and MORN, while not cheap on a trailing P/E (price-to-earnings) basis, has demonstrated consistent margin improvement and aggressive capital return through buybacks.
Tickeron AI Verdict
Based on observable factors such as trend consistency, earnings momentum, relative valuation, and sector tailwinds, Tickeron's AI-driven analysis would likely favor Morningstar (MORN) among the three at this juncture. Morningstar's steady organic revenue growth, expanding margins, and aggressive share repurchase program provide a foundation of trend consistency that algorithmic models tend to reward. While GS benefits from powerful cyclical momentum, its elevated valuation and reliance on continued M&A strength introduce outcome variability that may reduce its appeal in a probabilistic ranking. MC presents a compelling recovery narrative, but the luxury sector's turnaround remains in its early stages, and Chinese demand visibility is still limited. It is important to emphasize that this assessment reflects a pattern-recognition and relative-positioning framework rather than any guarantee of future performance. In the current cross-asset environment, the combination of recurring revenue, capital discipline, and AI-integration potential gives Morningstar a slight edge in an AI-driven comparative evaluation.
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.
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 whileMC’s FA Score has 2 green FA rating(s), and MORN’s FA Score reflects 2 green FA rating(s).
- GS’s FA Score: 2 green, 3 red.
- MC’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 4 TA indicator(s) are bullish while MC’s TA Score has 7 bullish TA indicator(s), and MORN’s TA Score reflects 6 bullish TA indicator(s).
- GS’s TA Score: 4 bullish, 4 bearish.
- MC’s TA Score: 7 bullish, 3 bearish.
- MORN’s TA Score: 6 bullish, 4 bearish.
Price Growth
GS (@Investment Banks/Brokers) experienced а +0.95% price change this week, while MC (@Investment Banks/Brokers) price change was +5.90% , and MORN (@Financial Publishing/Services) price fluctuated +4.42% for the same time period.
The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was -4.50%. For the same industry, the average monthly price growth was -10.09%, and the average quarterly price growth was -21.23%.
The average weekly price growth across all stocks in the @Financial Publishing/Services industry was +2.16%. For the same industry, the average monthly price growth was +5.32%, and the average quarterly price growth was -8.56%.
Reported Earning Dates
GS is expected to report earnings on Oct 13, 2026.
MC is expected to report earnings on Jul 29, 2026.
MORN is expected to report earnings on Jul 29, 2026.
Industries' Descriptions
@Investment Banks/Brokers (-4.50% 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 (+2.16% 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 | MC | MORN | |
| Capitalization | 314B | 5.02B | 6.56B |
| EBITDA | N/A | 290M | 773M |
| Gain YTD | 22.360 | 0.189 | -19.970 |
| P/E Ratio | 16.45 | 24.28 | 17.64 |
| Revenue | 60.4B | 1.53B | 2.51B |
| Total Cash | N/A | 153M | N/A |
| Total Debt | 435B | 267M | 1.91B |
GS | MC | MORN | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 79 | 75 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 82 Overvalued | 10 Undervalued | 31 Undervalued | |
PROFIT vs RISK RATING 1..100 | 5 | 55 | 100 | |
SMR RATING 1..100 | 7 | 22 | 33 | |
PRICE GROWTH RATING 1..100 | 44 | 58 | 61 | |
P/E GROWTH RATING 1..100 | 50 | 78 | 92 | |
SEASONALITY SCORE 1..100 | 50 | 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.
MC's Valuation (10) in the Investment Banks Or Brokers industry is in the same range as MORN (31) in the Financial Publishing Or Services industry, and is significantly better than the same rating for GS (82) in the Investment Banks Or Brokers industry. This means that MC's stock grew similarly to MORN’s and significantly faster than GS’s over the last 12 months.
GS's Profit vs Risk Rating (5) in the Investment Banks Or Brokers industry is somewhat better than the same rating for MC (55) in the Investment Banks Or Brokers industry, and is significantly better than the same rating for MORN (100) in the Financial Publishing Or Services industry. This means that GS's stock grew somewhat faster than MC’s and 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 MC (22) in the Investment Banks Or Brokers industry, and is in the same range as MORN (33) in the Financial Publishing Or Services industry. This means that GS's stock grew similarly to MC’s and 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 MC (58) in the Investment Banks Or Brokers industry, and is in the same range as MORN (61) in the Financial Publishing Or Services industry. This means that GS's stock grew similarly to MC’s and similarly to MORN’s over the last 12 months.
GS's P/E Growth Rating (50) in the Investment Banks Or Brokers industry is in the same range as MC (78) in the Investment Banks Or Brokers industry, and is somewhat better than the same rating for MORN (92) in the Financial Publishing Or Services industry. This means that GS's stock grew similarly to MC’s and somewhat faster than MORN’s over the last 12 months.
| GS | MC | MORN | |
|---|---|---|---|
| RSI ODDS (%) | 3 days ago 58% | N/A | 3 days ago 49% |
| Stochastic ODDS (%) | 3 days ago 62% | 3 days ago 73% | 3 days ago 65% |
| Momentum ODDS (%) | 3 days ago 68% | 3 days ago 73% | 3 days ago 49% |
| MACD ODDS (%) | 3 days ago 79% | 3 days ago 80% | 3 days ago 46% |
| TrendWeek ODDS (%) | 3 days ago 66% | 3 days ago 70% | 3 days ago 54% |
| TrendMonth ODDS (%) | 3 days ago 56% | 3 days ago 66% | 3 days ago 60% |
| Advances ODDS (%) | 5 days ago 61% | 5 days ago 71% | 7 days ago 55% |
| Declines ODDS (%) | 3 days ago 54% | 3 days ago 69% | 5 days ago 60% |
| BollingerBands ODDS (%) | 3 days ago 53% | 3 days ago 67% | 3 days ago 53% |
| Aroon ODDS (%) | 3 days ago 52% | 3 days ago 66% | 3 days ago 67% |
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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% | -0.82% | ||
| FDS - MORN | 75% Closely correlated | -1.67% | ||
| JEF - MORN | 64% Loosely correlated | -1.67% | ||
| SF - MORN | 63% Loosely correlated | -1.94% | ||
| PIPR - MORN | 63% Loosely correlated | -1.73% | ||
| GS - MORN | 62% Loosely correlated | -2.76% | ||
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