The Goldman Sachs Group, Inc. (GS) Stock Recommendation | Score, Valuation, Technicals & Financial Trend

Score

Click here to find our call on this stock

Strong Sell

Sell

Hold

Buy

Strong Buy

Comparison

Company

Score

Quality

Valuation

Financial

Technical

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State Street Corp.

Why is The Goldman Sachs Group, Inc. ?

The Bank has a high Capital Adequacy Ratio of 16.10% signifying high buffers against its risk based assets

Strong Long Term Fundamental Strength with Tier 1 Capital Adeqacy Ratio of 16.10%

The company has declared Positive results for the last 5 consecutive quarters

GROSS NPA (%)(Q) Lowest at 1.95%
OPERATING CASH FLOW(Y) Highest at USD 68,884 MM
ROCE(HY) Highest at 0.91%

With ROA of 0.54%, it has a fair valuation with a 4.34 Price to Book Value

The stock is trading at a fair value compared to its peers' average historical valuations
Over the past year, while the stock has generated a return of 53.74%, its profits have risen by 58.3% ; the PEG ratio of the company is 0.6

Market Beating performance in long term as well as near term

Along with generating 53.74% returns in the last 1 year, the stock has outperformed S&P 500 in the last 3 years, 1 year and 3 months

Real-Time Research Report

Verdict Report

How much should you hold?

Overall Portfolio exposure to The Goldman Sachs Group, Inc. should be less than 10%
Overall Portfolio exposure to Capital Markets should be less than 30%

(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Capital Markets)

When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock

Is The Goldman Sachs Group, Inc. for you?

Medium Risk, High Return

Absolute

Risk Adjusted

Volatility

The Goldman Sachs Group, Inc.

69.19%

3.21

31.43%

S&P 500

22.24%

0.70

20.15%

Quality

Management Risk

Growth

Capital Structure

Quality grade scale :

Below Average, Average, Good, Excellent

Quality key factors

Factor

Value

Sales Growth (5y)

42.48%

EBIT Growth (5y)

2.52%

EBIT to Interest (avg)

Debt to EBITDA (avg)

Net Debt to Equity (avg)

Sales to Capital Employed (avg)

Tax Ratio

Dividend Payout Ratio

27.28%

Pledged Shares

Institutional Holding

76.73%

ROCE (avg)

ROE (avg)

Valuation

Valuation Scorecard

Valuation grade scale :

Very Risky, Risky, Very Expensive, Expensive, Fair, Attractive, Very Attractive

Valuation Key Factors

Factor

Value

P/E Ratio

Industry P/E

Price to Book Value

5.97

EV to EBIT

61.18

EV to EBITDA

55.13

EV to Capital Employed

2.04

EV to Sales

15.14

PEG Ratio

1.65

Dividend Yield

0.65%

ROCE (Latest)

3.34%

ROE (Latest)

13.88%

Technicals

Technical key factors

Indicator

Weekly

Monthly

MACD

Mildly Bearish

Bullish

RSI

No Signal

Bollinger Bands

Mildly Bullish

Bullish

Moving Averages

Bullish (Daily)

KST

Mildly Bearish

Bullish

Dow Theory

Mildly Bullish

Mildly Bearish

OBV

Bullish

Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned

Technical Movement

Analyse All Technical Factors

Financial Trend

Financial Trend Scorecard

Financial Trend scale:

Very Negative, Negative, Flat, Positive, Very Positive, Outstanding

15What is working for the Company

OPERATING CASH FLOW(Y)

Highest at USD 114,854 MM

GROSS NPA (%)

ROCE(HY)

Highest at 0.94%

DIVIDEND PER SHARE(HY)

Highest at USD 0

PRE-TAX PROFIT(Q)

Highest at USD 6,528 MM

NET PROFIT(Q)

Highest at USD 5,666.46 MM

EPS(Q)

Highest at USD 17.55

-3What is not working for the Company

ROCE(HY)

Lowest at 0.94%

CREDIT DEPOSIT RATIO(HY)

Lowest at 41.35%

Here's what is working for The Goldman Sachs Group, Inc.

Non Performing Loans (%)

Lowest at 0.28% and Fallen

In each half year in the last four Semi-Annual periods

MOJO Watch

Proportion of stressed loans given by the bank are falling

Non Performing Loans (%)

Operating Cash Flow

Highest at USD 114,854 MM and Grown

In each year in the last three years

MOJO Watch

The company has generated higher cash revenues from business operations

Operating Cash Flows (USD MM)

Dividend per share

Highest at USD 0 and Grown

In each year in the last five years

MOJO Watch

Company is distributing higher dividend from profits generated

DPS (USD)

Pre-Tax Profit

Highest at USD 6,528 MM

in the last five periods

MOJO Watch

Near term Pre-Tax Profit trend is positive

Pre-Tax Profit (USD MM)

Net Profit

Highest at USD 5,666.46 MM

in the last five periods

MOJO Watch

Near term Net Profit trend is positive

Net Profit (USD MM)

EPS

Highest at USD 17.55

in the last five periods

MOJO Watch

Increasing profitability; company has created higher earnings for shareholders

EPS (USD)

Here's what is not working for The Goldman Sachs Group, Inc.

Credit Deposit Ratio

Lowest at 41.35%

in the last four Semi-Annual periods

MOJO Watch

Bank has been creating proportionately lower loans against its deposits, thereby creating fewer revenue generating assets

Credit Deposit Ratio (%)

Capital Adequacy Ratio

Lowest at 15.1%

in the last five periods

MOJO Watch

The Bank's capital base vs its risk assets is deteriorating.

CAR (%)