Latest news with #TheGoldmanSachsGroup
Yahoo
21-05-2025
- Business
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Investing in Goldman Sachs Group (NYSE:GS) five years ago would have delivered you a 249% gain
When you buy shares in a company, it's worth keeping in mind the possibility that it could fail, and you could lose your money. But on the bright side, if you buy shares in a high quality company at the right price, you can gain well over 100%. For instance, the price of The Goldman Sachs Group, Inc. (NYSE:GS) stock is up an impressive 209% over the last five years. It's also up 19% in about a month. But the price may well have benefitted from a buoyant market, since stocks have gained 13% in the last thirty days. With that in mind, it's worth seeing if the company's underlying fundamentals have been the driver of long term performance, or if there are some discrepancies. AI is about to change healthcare. These 20 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10bn in marketcap - there is still time to get in early. While the efficient markets hypothesis continues to be taught by some, it has been proven that markets are over-reactive dynamic systems, and investors are not always rational. One flawed but reasonable way to assess how sentiment around a company has changed is to compare the earnings per share (EPS) with the share price. During five years of share price growth, Goldman Sachs Group achieved compound earnings per share (EPS) growth of 21% per year. So the EPS growth rate is rather close to the annualized share price gain of 25% per year. That suggests that the market sentiment around the company hasn't changed much over that time. Rather, the share price has approximately tracked EPS growth. The graphic below depicts how EPS has changed over time (unveil the exact values by clicking on the image). It's good to see that there was some significant insider buying in the last three months. That's a positive. That said, we think earnings and revenue growth trends are even more important factors to consider. This free interactive report on Goldman Sachs Group's earnings, revenue and cash flow is a great place to start, if you want to investigate the stock further. When looking at investment returns, it is important to consider the difference between total shareholder return (TSR) and share price return. The TSR incorporates the value of any spin-offs or discounted capital raisings, along with any dividends, based on the assumption that the dividends are reinvested. So for companies that pay a generous dividend, the TSR is often a lot higher than the share price return. As it happens, Goldman Sachs Group's TSR for the last 5 years was 249%, which exceeds the share price return mentioned earlier. This is largely a result of its dividend payments! It's nice to see that Goldman Sachs Group shareholders have received a total shareholder return of 32% over the last year. Of course, that includes the dividend. That gain is better than the annual TSR over five years, which is 28%. Therefore it seems like sentiment around the company has been positive lately. Given the share price momentum remains strong, it might be worth taking a closer look at the stock, lest you miss an opportunity. It's always interesting to track share price performance over the longer term. But to understand Goldman Sachs Group better, we need to consider many other factors. Take risks, for example - Goldman Sachs Group has 2 warning signs we think you should be aware of. If you like to buy stocks alongside management, then you might just love this free list of companies. (Hint: most of them are flying under the radar). Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on American exchanges. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
21-05-2025
- Business
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Jim Cramer on Goldman Sachs (GS): 'Buy Goldman on the Weakness'
We recently published a list of . In this article, we are going to take a look at where The Goldman Sachs Group, Inc. (NYSE:GS) stands against other stocks that Jim Cramer discussed recently. On Monday, Mad Money host Jim Cramer addressed the market's reaction to the recent U.S. debt downgrade by Moody's. 'Stories like the US debt downgrade story from Friday, they are classic… Stories that scare people out of very fine stocks that could otherwise make them rich. And sure enough, when Moody's downgraded the debt of the United States on Friday, the last of the three big rating agencies to do so, the market opened hideously as the get out now crowd took action. They fled. Then the market rebounded.' READ ALSO: Jim Cramer Put These 12 Stocks Under the Spotlight and 15 Stocks on Jim Cramer's Radar. Cramer warned that such panic is not a one-off. He mentioned that there will be many other 'get out now' calls issued ahead. He said that the warnings often come from sources who either do not fully grasp the situation or are motivated by less transparent reasons. In his view, some are simply uninformed, while others may be experienced short sellers using fear as a tactic to move markets in their favor. Even if the issues these fear-driven stories point to do materialize, Cramer believes they are manageable. He called out the overuse of the term 'stagflation,' often wielded by bearish commentators to provoke anxiety. He acknowledged how difficult it can be to resist the persuasive nature of such arguments. Still, he encouraged investors to stay the course as he added, 'You'll have to stick with me and we'll sit through this.' 'Let me give you the bottom line: The crucial thing that we in the media can do, and I say this as someone who talks to more individual veterans than almost anyone in the universe, and certainly more than anyone in the media, is simply cool it with the fear mongering and cut off guests who advocate it. A little history and some constructive thought would go a lot further if your goal is not to inflame, but to inform.' For this article, we compiled a list of 15 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on May 19. We listed the stocks in ascending order of their hedge fund sentiment as of the fourth quarter of 2024, which was taken from Insider Monkey's database of over 1,000 hedge funds. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). A close-up of a large industrial compressor in the oil and gas industry. Number of Hedge Fund Holders: 81 Cramer highlighted The Goldman Sachs Group, Inc. (NYSE:GS) as the way to 'play an uptick in IPOs'. 'If you take a step back for a second and consider the theme in the aggregate, it's a very easy time to play an uptick in IPOs, just buy the investment bank that's the best under the sun and that's Goldman Sachs. Now, of the big banks, they're the most levered to investment banking, and that includes IPOs and underwriters. We've owned Goldman Sachs for the Charitable Trust since late last year, primarily because I thought we'd see an uptick in deal activity this year as the Trump administration replaced the Biden administration. Goldman Sachs (NYSE:GS) is a financial company known for its investment banking expertise. The company provides wealth management and various financial solutions. Overall, GS ranks 4th on our list of stocks that Jim Cramer discussed recently. While we acknowledge the potential of GS as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than GS and that has 100x upside potential, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
09-05-2025
- Business
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Is The Goldman Sachs Group, Inc. (GS) the Best Dow Stock?
We recently published a list of . In this article, we are going to take a look at where The Goldman Sachs Group, Inc. (NYSE:GS) stands against other Dow stocks. The Dow Jones Industrial Average is a benchmark index of the top 30 companies in the US. It represents the strength of the US economy and carries great historical significance as well. It also acts as a reference point for analysts and investors. However, not all stocks within this elite group of companies perform equally. While some thrive on innovation and economic boom, others struggle due to various setbacks and economic trends. We decided to break down the index and find out the best and worst stocks, looking at what was making them perform unexpectedly this year. In order to come up with our ranking of the best and worst Dow stocks, we first assigned a rank to each stock based on the number of hedge funds holding the stock. We then looked at the short interest in each stock and assigned the top rank to the company with the least short interest. We then combined the two ranks to see which stock was the best on average. The list is in ascending order, with the best stock taking the number one spot. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). A close-up of a financial advisor giving advice to a customer, demonstrating the importance of consumer and wealth Interest as of Apr 30, 2025: 1.38% The Goldman Sachs Group, Inc. (NYSE:GS) is a financial institution that offers various financial services to financial institutions, individuals, corporations, and governments. The firm recently released its quarterly earnings and the result helped it provide strong returns in the month of April. The Asset & Wealth Management segment reported revenue growth amounting to $3.7 billion, along with the Private banking and lending revenue growth of 6% year-over-year. The company's Global Banking & Markets division generated a return on equity of over 20%. Due to slowing economic growth, the firm anticipates continued uncertainty and market volatility. The Goldman Sachs Group, Inc.'s (NYSE:GS) economists project a slowdown in US GDP growth from 2% to 0.5%, increasing recession risks. However, they have noticed four quarters of sustained growth in investment banking backlog and increased client activity. The Asset & Wealth Management segment is expected to maintain high single-digit annual growth in durable revenue streams. Management is optimistic that incorporating AI will result in long-term gains, boosting operational efficiency and productivity. The company recently announced the appointment of two leaders to its merger and acquisition team in Asia (ex-Japan). Sushil Bathija has been selected as Head of M&A for Asia ex-Japan, and Vikram Chavali has been appointed as Head of Sponsors M&A for Asia ex-Japan. They will collaborate with global and regional leaders to catalyze the success of GS's M&A business in Asia. Overall, GS ranks 16th on our list of best and worst Dow stocks. While we acknowledge the potential of GS as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than GS but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
04-05-2025
- Business
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Was Jim Cramer Right About Goldman Sachs Group (GS)?
We recently published a list of In this article, we are going to take a look at where The Goldman Sachs Group, Inc. (NYSE:GS) stands against other stocks that Jim Cramer discussed during the episode of Mad Money on May 1st, 2024. During the Mad Money episode which aired on Tuesday, Jim Cramer discussed how stock ownership is viewed in the United States, saying: 'Alright, look, lately, we can't go a day without hearing some widespread misperceptions about stock ownership. I gotta tell you, I think it's infuriating. Here we are celebrating the 20th anniversary of Mad Money, dedicated to the proposition that you can potentially make lots of money by picking individual stocks, yet I keep hearing that most Americans don't care about the stock market, and this direction means nothing.' READ ALSO: How Did Jim Cramer's 12 Bold Predictions Play Out? and Did Jim Cramer Nail All These 9 Stock Predictions? Jim Cramer challenged the idea that the stock market only serves the wealthy, calling it a flawed and dismissive perspective that overlooks the financial involvement of millions of ordinary Americans, saying: 'It's the whole reason anyone watches the darn show, and it generally matters, not just to the rich, but to tens of millions of regular people, home gamers, and never let any politician tell you otherwise. […] More than 60% of Americans have some exposure to the market, either directly or indirectly. 70 million people have active 401Ks. Millions more have retired with them. 60 million people have IRAs. Only 156 million people voted in November. I mean, we're talking half the electorate here.' Cramer argued that stockholders make up a major segment of the population and should not be ignored. He stated, 'It's not just arrogant, rich people who own stocks.' He also criticized affluent individuals who caution others against investing in stocks while continuing to benefit from their tax advantages. As he put it: 'Now look, stocks are ridiculously tax advantaged, more than just rich people want that. In a world where probably no more than 10% of this country can retire on their paycheck savings, stocks represent a different kind of social security, a one-sided pack where people try to save and the government dismisses them.' For this article, we compiled a list of 13 stocks that were discussed by Jim Cramer during the episode of Mad Money on May 1st, 2024. We then calculated their performance from May 1st, 2024, market close to April 30th, 2025, market close. We have also included the hedge fund sentiment for the stocks, which we sourced from Insider Monkey's Q4 2024 database of over 900 hedge funds. The stocks are listed in the order that Cramer mentioned them. Please note that this article mentions Jim Cramer's previous opinions and may not account for any changes to his opinions regarding the stocks that are mentioned. It is primarily an examination of how his previously provided opinions have panned out. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).The Goldman Sachs Group, Inc. (NYSE:GS), the investment banking powerhouse, was the focus of a technical analysis segment where Cramer and Dan Fitzpatrick made the case for more upside after a strong earnings report. Here's what Jim Cramer said at the time: 'Goldman Sachs hit a new all-time high today and the stock stands poised to go a lot higher. It certainly doesn't hurt that Goldman reported a great quarter a couple of weeks ago with capital markets activity making a big comeback. You know we have a lot of IPOs these days. These guys were able to make a lot of money even when IPOs and equity offerings and mergers had dried up; all key revenue sources. So you can only imagine how profitable Goldman's going to get now these areas have started turning around. […] Goldman gives you more exposure to the resurrection of the investment banking business but it's also back once again emphasizing the wealthy client advisory business. […] Cramer's analysis was spot on, as the financials giant soared by 29.72% since then. The Mad Money host keeps advocating for Goldman Sachs Group, Inc. (NYSE:GS). Here's what he said on April 23: '… My Charitable Trust owns Goldman. When I've seen Goldman this cheap and I know how good they are, worked there at one time, I gotta tell you, I think Goldman, at 11.8 times earnings, is the way to go.' Overall, GS ranks 3rd on our list of stocks that Jim Cramer discussed during the episode of Mad Money on May 1st, 2024. While we acknowledge the potential of GS as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than GS but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
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30-04-2025
- Business
- Yahoo
Jim Cramer Says The Goldman Sachs Group, Inc. (GS) CEO David Solomon's Quarter Call Was ‘Extraordinary'
We recently published an article titled . In this article, we are going to take a look at where The Goldman Sachs Group, Inc. (NYSE:GS) stands against the other stocks Jim Cramer recently discussed. In a recent appearance on CNBC's Squawk on the Street, Jim Cramer discussed the unease among business people regarding the President attempting to fire Federal Reserve Chair Jerome Powell. While the President has assured everyone that he will not try to remove the Fed chair, Cramer commented that the potential removal along with the tariff policy had created a lot of uncertainty amongst businesses. Starting with commenting on the Dow dropping 1,000 points before the open but attempting to rally at the previous close, Cramer stated: "Actually, that was a really interesting turn. Because no one could figure it out. It was almost as if somebody knew that the President was going to go, now I follow his Truth Social, like I go there like every five minutes. That there wasn't going to be anything today. Uh, there is a belief I think among the executives I speak to and obviously we all speak to a lot of execs, that the President is so off the reservation with this attack on J Powell that, they're not able to really speak about it." With markets being in a constant state of turmoil recently, it's unsurprising that Cramer has commented on their performance quite a lot. In a previous appearance, he advised viewers to be optimistic. One major factor that's driving stocks lower is investor perception of a weakening consumer. However, Cramer has pointed out multiple times that the consumer appears to be strong. For instance, earlier this month, : 'I think that the agri-consumer, as long as they have jobs, yes. I don't think they sit there and say, you know what, there's coming tariff, I'm going to just disappear. Now you can see these numbers are pulled through. I don't buy that." In another appearance, Cramer shared data from the latest earnings call of one of America's largest card issuers and travel services providers to : "Uh, I am talking about numbers which by the way include, and we've got first twelve days of this month. Steve Squeri going over things, you're talking about, restaurant spending up 8%, lodging up 6%, goods up 7%, card membership, obviously more and more tremendous numbers have increased. 3.4 million. David, this is as good a quarter if you had to say anything, you would say that the consumer is on fire actually." To make our list of the stocks that Jim Cramer talked about, we listed down the stocks he mentioned during CNBC's Squawk on the Street aired on April 22nd. For these stocks, we also mentioned the number of hedge fund investors. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). A close-up of a financial advisor giving advice to a customer, demonstrating the importance of consumer and wealth management. Number of Hedge Fund Holders In Q4 2024: 81 The Goldman Sachs Group, Inc. (NYSE:GS) is one of the biggest investment banks in the world. Its shares have lost 7.9% year-to-date primarily on the back of a 9% drop in early April. In his previous remarks about The Goldman Sachs Group, Inc. (NYSE:GS), Cramer commented that the firm's latest quarter was great and added that its trading business could compensate for weaker deal-making impacting other businesses. Here are his latest thoughts: "By the way, David Solomon's quarter call was extraordinary. Because what it said is, look, we make a huge amount of money in volatility. And we also make a huge amount of money when things return to normal. And that was just a sensational call. And that kept the stock from being down only 10%." Overall GS ranks 1st among the stocks Jim Cramer recently discussed. While we acknowledge the potential of GS as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than GS but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires Disclosure: None. This article is originally published at . Sign in to access your portfolio
