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Goldman Sachs Group vs Morgan Stanley (GS vs MS)

Side by side from their SEC filings: revenue, margins, growth, returns and valuation, plus short interest, insider activity and institutional ownership.

Goldman Sachs Group trades at the lower trailing P/E (19.3x vs 20.0x).

About Goldman Sachs Group

Goldman Sachs Group Inc is a global financial institution that provides a wide range of financial services to corporations, financial institutions, governments, and individuals. Its main business segments include Global Banking & Markets, which offers investment banking, underwriting, market-making, and transaction banking services; Asset & Wealth Management, which provides management fees, private banking, and investment services; and Platform Solutions, focused on credit card issuance and deposit services. The company serves institutional clients worldwide, helping them raise capital, manage risk, and execute complex financial transactions.

Head to head (GS FY2025 vs MS FY2025)

MetricGSFY2025MSFY2025
Revenue$58.28B$59.06B
Revenue growth (YoY)8.9%9.1%
Gross margin
Operating margin
Net margin29.5%28.5%
Net income$17.18B$16.86B
Diluted EPS$51.32$10.21
FCF margin-81.0%
ROE13.7%15.0%
Debt / equity3.0×
Market cap$311.29B$348.72B
P/E (TTM)19.3×20.0×

Fundamentals are from each company’s SEC filings (GS FY2025, MS FY2025). P/E and market cap are derived from recent market prices and update daily.

Five-year trend (as reported)

RevenueFY2021FY2022FY2023FY2024FY2025
GS$59.34B$47.37B$46.25B$53.51B$58.28B
MS$59.76B$53.67B$45.85B$54.13B$59.06B
Net incomeFY2021FY2022FY2023FY2024FY2025
GS$21.64B$11.26B$8.52B$14.28B$17.18B
MS$15.03B$11.03B$9.09B$13.39B$16.86B
Operating marginFY2021FY2022FY2023FY2024FY2025
GS
MS

Peer standing

Where each company ranks among the 424 Financials companies, on the same scale. Each figure is ranked only against peers that report it. Percentiles describe position in the distribution, not a rating.

MetricGSMS
Net margin
29.5%82nd percentile of 378
28.5%79th percentile of 378
Revenue growth (YoY)
+8.9%46th percentile of 420
+9.1%47th percentile of 420
ROE
13.7%73rd percentile of 375
15.0%76th percentile of 375
P/E (TTM)
19.3×71st percentile of 316
20.0×74th percentile of 316
Short interest (days to cover)
2.54d41st percentile of 418
2.46d39th percentile of 418

Short interest

FINRA settlement dataGSMS
Shares sold short6.5M17.7M
Change vs prior settlement-5.3%-1.3%
Days to cover2.542.46
As of settlement2026-06-302026-06-30

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data; republishing or redistributing it is not permitted. Not presented as a percentage of float. No FINRA endorsement of this product is implied.

Insider activity (last 90 days)

Form 4 open-market activityGSMS
Buys00
Sells24 ($34.9M)6 ($10.8M)

Open-market purchases and sales reported on SEC Form 4 (grants, exercises and tax withholding excluded). For context, about 16% of covered companies saw any open-market insider buy in a 90-day window.

Held by the same investors

9 tracked 13F managers hold both Goldman Sachs Group and Morgan Stanley as of their latest quarterly filings: AQR Capital Management, Bridgewater Associates, Citadel Advisors, D. E. Shaw, Gotham Asset Management, Millennium Management, Point72 Asset Management, Renaissance Technologies, Two Sigma Investments. See which superinvestors hold your own portfolio with the smart money checker.

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Data sourced from SEC EDGAR (public domain). Figures are as-reported and may be unaudited or restated; verify against the source filings before relying on them. Comparisons are descriptive (higher or lower on a reported figure), not a rating or a recommendation. Informational only. Not investment advice.