GS:NYE-Goldman Sachs Group Inc. (The) (USD)

EQUITY | Capital Markets | New York Stock Exchange

Last Closing

USD 479.23

Change

+0.34 (+0.07)%

Market Cap

USD 83.84B

Volume

2.25M

Analyst Target

USD 247.60
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Goldman Sachs Group Inc is a investment banking, securities and investment management firm. Its segments include Investment Banking, Institutional Client Services, Investing & Lending and Investment Management.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-07-11 )

Largest Industry Peers for Capital Markets

Symbol Name Price(Change) Market Cap
SCHW Charles Schwab Corp

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USD 121.76B
GS-PA The Goldman Sachs Group Inc

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USD 86.42B
GS-PD The Goldman Sachs Group Inc

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USD 82.19B
MS-PA Morgan Stanley

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USD 78.98B
MS-PI Morgan Stanley

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USD 66.51B
MS-PK Morgan Stanley

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USD 66.22B
MS-PF Morgan Stanley

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USD 65.40B
MS-PE Morgan Stanley

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USD 64.26B
SCHW-PD The Charles Schwab Corporation

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USD 50.58B
RJF Raymond James Financial Inc.

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USD 24.46B

ETFs Containing GS

GS2:LSE Leverage Shares 2x Goldma.. 200.03 % 0.00 %

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USD 0.74M
BNKD MicroSectors US Big Banks.. 10.00 % 0.00 %

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USD 9.27M
BNKU MicroSectors US Big Banks.. 10.00 % 0.00 %

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USD 0.35B
DJIA Global X Dow 30 Covered C.. 8.29 % 0.00 %

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USD 0.08B
SXRU:F iShares Dow Jones Indust .. 8.04 % 0.00 %

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USD 1.17B
SXRU:XETRA iShares Dow Jones Indust .. 8.04 % 0.00 %

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USD 1.16B
CIND:LSE iShares VII PLC - iShares.. 7.98 % 0.00 %

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USD 1.17B
CSINDU:SW iShares VII PLC - iShares.. 7.57 % 0.00 %

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USD 1.17B
EXI3:XETRA iShares Dow Jones Industr.. 7.56 % 0.00 %

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USD 0.30B
1546:TSE NEXT FUNDS DJIA (Yen-UnHe.. 7.41 % 0.00 %

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USD 19.52B
CALL-U:CA Evolve US Banks Enhanced .. 6.97 % 0.00 %

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CALL-B:CA Evolve US Banks Enhanced .. 6.97 % 0.00 %

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NDJI 6.32 % 0.00 %

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DIVO Amplify CWP Enhanced Divi.. 5.05 % 0.94 %

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USD 3.33B
UDI USCF ETF Trust 4.34 % 0.00 %

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BAMV 4.14 % 0.00 %

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ICAP InfraCap Equity Income Fu.. 3.94 % 0.00 %

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USD 0.05B
SAMM The Advisors’ Inner .. 3.85 % 0.00 %

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JHAC John Hancock Fundamental .. 3.75 % 0.00 %

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USD 3.05M
EDOW First Trust Dow 30 Equal .. 3.62 % 0.50 %

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USD 0.23B
CBBB:SW 3.34 % 0.00 %

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PJFV PGIM ETF Trust - PGIM Jen.. 3.24 % 0.00 %

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TABC:XETRA Tabula EUR IG Bond Paris-.. 3.12 % 0.00 %

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USD 0.17B
HEA:CA 2.81 % 0.00 %

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HEA-U:CA 2.81 % 0.00 %

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PVAL Putnam Focused Large Cap .. 2.68 % 0.29 %

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USD 0.85B
QDVH:XETRA iShares S&P 500 Financial.. 2.67 % 0.00 %

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USD 1.12B
IUFS:LSE iShares S&P 500 Financial.. 2.65 % 0.00 %

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USD 1.12B
UIFS:LSE iShares S&P 500 USD Finan.. 2.65 % 0.00 %

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USD 1.23B
XSFN:LSE db x-trackers MSCI USA Fi.. 2.63 % 0.00 %

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USD 0.95B
XUFN:LSE db x-trackers MSCI USA Fi.. 2.63 % 0.00 %

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USD 0.95B
ZPDF:F SPDR S&P U.S. Financials .. 2.56 % 0.00 %

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USD 0.36B
SXLF:SW SPDR S&P U.S. Financials .. 2.56 % 0.00 %

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ZPDF:XETRA SPDR S&P U.S. Financials .. 2.56 % 0.00 %

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USD 0.36B
GXLF:LSE SPDR® S&P® U.S. Financi.. 2.56 % 0.00 %

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IUFS:SW iShares S&P 500 Financial.. 2.56 % 0.00 %

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USD 1.25B
XUSF:CA iShares S&P U.S. Financia.. 2.55 % 0.00 %

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XUFN:F Xtrackers (IE) Public Lim.. 2.51 % 0.00 %

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USD 1.16B
XUFN:XETRA db x-trackers MSCI USA Fi.. 2.51 % 0.00 %

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USD 1.16B
XUFN:SW Xtrackers MSCI USA Financ.. 2.51 % 0.00 %

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USD 0.98B
AVDR 2.49 % 0.00 %

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ZUS-U:CA BMO Ultra Short-Term Bond.. 2.42 % 0.00 %

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CAD 0.05B
ZUS-V:CA BMO Ultra Short-Term US B.. 2.42 % 0.00 %

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CAD 0.05B
FNCL Fidelity® MSCI Financial.. 2.28 % 0.08 %

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USD 1.71B
AFLE:PA Amundi Index Solutions - .. 2.17 % 0.00 %

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USD 0.18B
AFLT:PA Amundi Index Solutions - .. 2.17 % 0.00 %

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USD 0.41B
FRNH:F Amundi Index Solutions - .. 2.17 % 0.00 %

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FRNU:F Amundi Index Solutions - .. 2.17 % 0.00 %

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FRNH:XETRA Amundi Index Solutions - .. 2.17 % 0.00 %

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USD 0.83B
FRNU:XETRA Amundi Index Solutions - .. 2.17 % 0.00 %

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USD 0.69B
AFLE:SW Amundi Index Solutions - .. 2.17 % 0.00 %

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AFLT:SW Amundi Index Solutions - .. 2.17 % 0.00 %

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WDFE:SW Invesco Markets II plc - .. 2.16 % 0.00 %

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USD 2.57M
ARCM 2.15 % 0.00 %

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TUSB:CA TD Select U.S. Short Term.. 2.12 % 0.28 %

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CAD 8.11M
TUSB-U:CA TD Select U.S. Short Term.. 2.12 % 0.00 %

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CAD 8.25M
HTAB Hartford Schroders Tax-Aw.. 2.08 % 0.39 %

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USD 0.35B
KVLE KFA Value Line Dynamic Co.. 1.86 % 0.00 %

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USD 0.03B
FXO First Trust Financials Al.. 1.69 % 0.63 %

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USD 0.90B
WELK:XETRA Amundi S&P Global Financi.. 1.53 % 0.00 %

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WELY:XETRA Amundi S&P Global Financi.. 1.53 % 0.00 %

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UC82:LSE UBS(Lux)Fund Solutions .. 1.51 % 0.00 %

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USD 0.08B
UC86:LSE UBS(Lux)Fund Solutions .. 1.51 % 0.00 %

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USD 0.27B
XDWF:F Xtrackers (IE) Public Lim.. 1.49 % 0.00 %

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USD 0.41B
XDWF:XETRA db x-trackers MSCI World .. 1.49 % 0.00 %

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USD 0.41B
XWFS:LSE Xtrackers MSCI World Fina.. 1.49 % 0.00 %

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UC81:LSE UBS Barclays US Liquid Co.. 1.49 % 0.00 %

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USD 0.27B
FNCW:LSE SPDR® MSCI World Financi.. 1.48 % 0.00 %

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WFIN:SW SPDR MSCI World Financial.. 1.48 % 0.00 %

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SPXB 1.48 % 0.15 %

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RUSB:CA 1.42 % 0.40 %

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FSCM:XETRA Fidelity Sustainable Glob.. 1.40 % 0.00 %

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USD 9.19M
FSMF:SW Fidelity Sustainable Glob.. 1.40 % 0.00 %

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ISEC:AU iShares Enhanced Cash ETF 1.31 % 0.00 %

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USD 0.25B
FYLG Global X Funds - Global X.. 1.20 % 0.00 %

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JRUB:XETRA JPMorgan ETFs Ireland ICA.. 1.02 % 0.00 %

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USD 5.96B
JRUB:SW JPM USD Corporate Bond Re.. 1.02 % 0.00 %

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FLRN SPDR® Bloomberg Investme.. 0.99 % 0.15 %

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USD 2.49B
ESGF:CA BMO ESG US Corporate Bond.. 0.93 % 0.00 %

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CAD 0.02B
SXRR:F iShares $ Floating Rate B.. 0.90 % 0.00 %

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QDVY:XETRA iShares USD Floating Rate.. 0.90 % 0.00 %

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USD 0.83B
FLOT:SW iShares $ Floating Rate B.. 0.90 % 0.00 %

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ASR5:XETRA BNP Paribas Easy € Corp.. 0.77 % 0.00 %

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USD 1.53B
ASR5:F BNP Paribas Easy - Euro C.. 0.77 % 0.00 %

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USD 1.53B
SRIC5:PA BNP Paribas Easy € Corp.. 0.77 % 0.00 %

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IBDV iShares Trust - iShares i.. 0.74 % 0.00 %

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USD 1.08B
QUIG:CA Mackenzie US Investment G.. 0.71 % 0.28 %

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CAD 0.53B
ERNA:LSE iShares $ Ultrashort Bond.. 0.69 % 0.00 %

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USD 1.16B
ERND:LSE iShares USD Ultrashort Bo.. 0.69 % 0.00 %

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USD 0.66B
ERNU:LSE iShares USD Ultrashort Bo.. 0.69 % 0.00 %

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USD 0.66B
IS3L:XETRA iShares USD Ultrashort Bo.. 0.69 % 0.00 %

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USD 0.30B
ERND:SW iShares $ Ultrashort Bond.. 0.69 % 0.00 %

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DBND DoubleLine Opportunistic .. 0.66 % 0.00 %

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USD 0.28B
ERN1:LSE iShares Euro Ultrashort B.. 0.59 % 0.00 %

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USD 2.91B
LQIG SPDR MarketAxess Investme.. 0.59 % 0.00 %

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USD 0.06B
ERNE:LSE iShares IV Public Limited.. 0.58 % 0.00 %

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USD 2.91B
SYBF:F SSgA SPDR ETFs Europe I p.. 0.55 % 0.00 %

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USD 0.19B
SYBF:XETRA SPDR Barclays 0-3 Year US.. 0.55 % 0.00 %

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USD 0.19B
SUSC:SW SPDR® Bloomberg 0-3 Year.. 0.55 % 0.00 %

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USD 0.19B
ERNE:SW iShares € Ultrashort Bo.. 0.53 % 0.00 %

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SUSD:LSE SSgA SPDR ETFs Europe I p.. 0.50 % 0.00 %

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SUSC:LSE SPDR Barclays 0-3 Year US.. 0.47 % 0.00 %

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XYLD:F Concept Fund Solutions Pu.. 0.45 % 0.00 %

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XYLE:F Xtrackers Ie Plc - Xtrack.. 0.45 % 0.00 %

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XYLD:XETRA Xtrackers ESG USD Corpora.. 0.45 % 0.00 %

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USD 0.03B
XYLE:XETRA Xtrackers ESG USD Corpora.. 0.45 % 0.00 %

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USD 0.02B
SNAV:XETRA iShares $ Corp Bond SRI 0.. 0.45 % 0.00 %

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USD 0.34B
XYLD:SW 0.45 % 0.00 %

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SUSU:SW iShares $ Corp Bond SRI 0.. 0.45 % 0.00 %

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USD 0.47B
IU0E:SW iShares $ Corp Bond SRI 0.. 0.45 % 0.00 %

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USD 0.30B
SGSU:SW iShares $ Corp Bond 0-3yr.. 0.45 % 0.00 %

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USD 0.10B
USIH:PA Amundi USD Corporate Bond.. 0.39 % 0.00 %

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USD 0.04B
LCRP:LSE SPDR Barclays 10+ U.S. Co.. 0.36 % 0.00 %

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USD 0.09B
LUSC:LSE SPDR Barclays 10+ U.S. Co.. 0.36 % 0.00 %

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QDVL:XETRA iShares Euro Corporate Bo.. 0.31 % 0.00 %

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USD 3.26B
UCRP:XETRA Amundi Index Solutions - .. 0.31 % 0.00 %

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UCRP:F Amundi Index Solutions - .. 0.31 % 0.00 %

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UCRP:PA Amundi Index Solutions - .. 0.31 % 0.00 %

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UCRH:XETRA Amundi Index Solutions - .. 0.31 % 0.00 %

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USD 0.35B
IECF:SW iShares € Corp Bond Fin.. 0.31 % 0.00 %

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USD 0.30B
SUSE:SW iShares € Corp Bond SRI.. 0.31 % 0.00 %

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USD 2.45B
VDUC:LSE Vanguard USD Corporate 1-.. 0.30 % 0.00 %

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USD 0.34B
SPLB SPDR Barclays Long Term C.. 0.28 % 0.08 %

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USD 0.91B
SYB1:F 0.28 % 0.00 %

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SYB1:XETRA 0.28 % 0.00 %

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ASRI:XETRA BNP Paribas Easy â&#.. 0.28 % 0.00 %

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USD 2.95B
SRIC:PA BNP Paribas Easy € Corp.. 0.28 % 0.00 %

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USD 2.95B
ASRI:F BNP Paribas Asset Managem.. 0.28 % 0.00 %

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USD 2.95B
IBCD:XETRA iShares $ Corp Bond UCITS.. 0.24 % 0.00 %

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USD 3.90B
LQCE:SW iShares $ Corp Bond UCITS.. 0.24 % 0.00 %

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USD 0.19B
LQDE:SW iShares $ Corp Bond UCITS.. 0.24 % 0.00 %

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USD 4.60B
SDIG:SW iShares $ Short Duration .. 0.23 % 0.00 %

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USD 1.74B
SPBO SPDR Portfolio Corporate .. 0.21 % 0.00 %

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USD 1.52B
SYBR:F SSgA SPDR ETFs Europe I P.. 0.21 % 0.00 %

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USD 0.23B
SYBR:XETRA SPDR Barclays 3-10 U.S. C.. 0.21 % 0.00 %

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USD 0.23B
IUCB:SW SPDR® Bloomberg 1-10 Yea.. 0.21 % 0.00 %

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USD 0.28B
XDGE:F Xtrackers (IE) Public Lim.. 0.20 % 0.00 %

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USD 0.20B
XDGU:F Xtrackers (IE) Public Lim.. 0.20 % 0.00 %

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USD 0.74B
XDGE:XETRA db x-trackers USD Corpora.. 0.20 % 0.00 %

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USD 0.14B
XDGU:XETRA db x-trackers USD Corpora.. 0.20 % 0.00 %

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USD 0.57B
XDCC:XETRA Xtrackers USD Corporate B.. 0.20 % 0.00 %

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USD 0.02B
XDGU:SW Xtrackers USD Corporate B.. 0.20 % 0.00 %

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EUCO:LSE SPDR Barclays Euro Corpor.. 0.18 % 0.00 %

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USD 0.75B
EUCO:PA SPDR Barclays Euro Corpor.. 0.18 % 0.00 %

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USD 0.75B
SYBC:F SSgA SPDR ETFs Europe I P.. 0.18 % 0.00 %

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USD 0.75B
SYBC:XETRA SPDR Barclays Euro Corpor.. 0.18 % 0.00 %

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USD 0.78B
EUNT:XETRA iShares Euro Corporate Bo.. 0.16 % 0.00 %

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USD 4.06B
SE15:SW iShares € Corp Bond 1-5.. 0.16 % 0.00 %

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USD 4.07B
OM3F:XETRA iShares € Corp Bond ESG.. 0.12 % 0.00 %

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USD 2.36B
SUOC:SW iShares € Corp Bond ESG.. 0.12 % 0.00 %

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USD 0.10B
SUOE:SW iShares € Corp Bond ESG.. 0.12 % 0.00 %

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USD 4.49B
BND Vanguard Total Bond Marke.. 0.00 % 0.04 %

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BSCM 0.00 % 0.10 %

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BSCO Invesco BulletShares 2024.. 0.00 % 0.10 %

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USD 3.01B
BSCP Invesco BulletShares 2025.. 0.00 % 0.10 %

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CBND 0.00 % 0.16 %

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CORP PIMCO Investment Grade Co.. 0.00 % 0.20 %

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USD 1.19B
DDM ProShares Ultra Dow30 0.00 % 0.95 %

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DIA SPDR Dow Jones Industrial.. 0.00 % 0.17 %

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DJD Invesco Dow Jones Industr.. 0.00 % 0.09 %

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DOG ProShares Short Dow30 0.00 % 0.95 %

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USD 0.17B
DXD ProShares UltraShort Dow3.. 0.00 % 0.95 %

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EZY 0.00 % 0.38 %

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FAS Direxion Daily Financial .. 0.00 % 1.04 %

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FAZZ 0.00 % 0.45 %

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FINU 0.00 % 0.95 %

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FINZ 0.00 % 0.95 %

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FLOT 0.00 % 0.20 %

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FLTR VanEck Investment Grade F.. 0.00 % 0.14 %

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FMK 0.00 % 0.70 %

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GSY Invesco Ultra Short Durat.. 0.00 % 0.25 %

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HUF:CA 0.00 % 0.00 %

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IAI iShares U.S. Broker-Deale.. 0.00 % 0.42 %

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IBDC 0.00 % 0.10 %

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IBDD 0.00 % 0.10 %

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IBDP iShares iBonds Dec 2024 T.. 0.00 % 0.10 %

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IOO iShares Global 100 ETF 0.00 % 0.40 %

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IXG iShares Global Financials.. 0.00 % 0.46 %

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IYF iShares U.S. Financials E.. 0.00 % 0.42 %

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IYG iShares U.S. Financial Se.. 0.00 % 0.42 %

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JHMF 0.00 % 0.47 %

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LQD iShares iBoxx $ Investmen.. 0.00 % 0.15 %

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PFF iShares Preferred and Inc.. 0.00 % 0.46 %

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PGF Invesco Financial Preferr.. 0.00 % 0.62 %

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QVM 0.00 % 0.65 %

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RIGS RiverFront Strategic Inco.. 0.00 % 0.17 %

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QSY 0.00 % 0.38 %

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IGLB iShares 10+ Year Investme.. 0.00 % 0.10 %

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USD 2.37B
USIG iShares Broad USD Investm.. 0.00 % 0.08 %

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USD 11.48B
IMFC 0.00 % 0.11 %

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RYZZ 0.00 % 0.00 %

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BNKO 0.00 % 0.00 %

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BNKZ 0.00 % 0.00 %

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KNAB 0.00 % 0.00 %

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HUF-U:CA 0.00 % 0.00 %

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HUL-U:CA 0.00 % 0.00 %

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RWW 0.00 % 0.46 %

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RWW 0.00 % 0.00 %

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RWW 0.00 % 0.69 %

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RWW 0.00 % 0.00 %

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RWW 0.00 % 0.46 %

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SDOW ProShares UltraPro Short .. 0.00 % 0.95 %

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USD 0.29B
SEF ProShares Short Financial.. 0.00 % 0.95 %

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SKF ProShares UltraShort Fina.. 0.00 % 0.95 %

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SPFF Global X SuperIncome Pref.. 0.00 % 0.58 %

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UDOW ProShares UltraPro Dow30 0.00 % 0.95 %

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USD 0.67B
USB:CA 0.00 % 0.28 %

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UYG ProShares Ultra Financial.. 0.00 % 0.95 %

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VFH Vanguard Financials Index.. 0.00 % 0.10 %

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USD 9.90B
XLF Financial Select Sector S.. 0.00 % 0.13 %

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USD 42.69B
ZDJ:CA BMO Dow Jones Industrial .. 0.00 % 0.26 %

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CAD 0.41B
ZWA:CA BMO Covered Call Dow Jone.. 0.00 % 0.72 %

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CAD 0.20B
HUL:CA 0.00 % 2.20 %

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DXO:CA Dynamic Active Crossover .. 0.00 % 0.56 %

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CALL:CA Evolve US Banks Enhanced .. 0.00 % 0.68 %

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CAD 4.71M
IE15:LSE iShares Euro Corporate Bo.. 0.00 % 0.00 %

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IGSD:LSE iShares $ Short Duration .. 0.00 % 0.00 %

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LQDA:LSE iShares $ Corp Bond UCITS.. 0.00 % 0.00 %

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LQDE:LSE iShares $ Corp Bond UCITS.. 0.00 % 0.00 %

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LQDG:LSE iShares $ Corp Bond Inter.. 0.00 % 0.00 %

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LQDH:LSE iShares $ Corp Bond Inter.. 0.00 % 0.00 %

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LQDS:LSE iShares $ Corp Bond UCITS.. 0.00 % 0.00 %

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LQEE:LSE iShares $ Corp Bond UCITS.. 0.00 % 0.00 %

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LQGH:LSE iShares $ Corp Bond UCITS.. 0.00 % 0.00 %

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SDIA:LSE iShares $ Short Duration .. 0.00 % 0.00 %

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SDIG:LSE iShares $ Short Duration .. 0.00 % 0.00 %

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SE15:LSE iShares € Corp Bond 1-5.. 0.00 % 0.00 %

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SUOE:LSE iShares € Corp Bond ESG.. 0.00 % 0.00 %

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SXLF:LSE SPDR S&P U.S. Financials .. 0.00 % 0.00 %

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WFIN:LSE SPDR® MSCI World Financi.. 0.00 % 0.00 %

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XDGU:LSE db x-trackers USD Corpora.. 0.00 % 0.00 %

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UFLT:LSE 0.00 % 0.00 %

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VUSC:LSE Vanguard USD Corporate 1-.. 0.00 % 0.00 %

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XDWF:LSE db x-trackers MSCI World .. 0.00 % 0.00 %

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XYLD:LSE Xtrackers ESG USD Corpora.. 0.00 % 0.00 %

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USD 0.08B
AFRN:PA Amundi Index Solutions - .. 0.00 % 0.00 %

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USD 1.02B
CBBB:PA 0.00 % 0.00 %

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ELQC:PA 0.00 % 0.00 %

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CAB3:F 0.00 % 0.00 %

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EFNT:F 0.00 % 0.00 %

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EUNT:F iShares III Public Limite.. 0.00 % 0.00 %

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PJS1:F PIMCO Euro Short Maturity.. 0.00 % 0.00 %

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PJSR:F PIMCO ETFs plc - PIMCO E.. 0.00 % 0.00 %

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QDVH:F iShares S&P 500 Financial.. 0.00 % 0.00 %

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QDVL:F iShares Euro Corporate Bo.. 0.00 % 0.00 %

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QDVY:F iShares II Public Limited.. 0.00 % 0.00 %

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UEF9:F UBS Barclays US Liquid Co.. 0.00 % 0.00 %

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UFLE:F 0.00 % 0.00 %

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CAB3:XETRA 0.00 % 0.00 %

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EFNT:XETRA 0.00 % 0.00 %

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ELQC:XETRA 0.00 % 0.00 %

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PJS1:XETRA PIMCO Euro Short Maturity.. 0.00 % 0.00 %

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USD 1.97B
PJSR:XETRA PIMCO Euro Short Maturity.. 0.00 % 0.00 %

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USD 1.97B
SXRR:XETRA 0.00 % 0.00 %

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SYBN:XETRA SPDR Barclays 10+ U.S. Co.. 0.00 % 0.00 %

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USD 0.10B
UEF0:XETRA UBS Barclays US Liquid Co.. 0.00 % 0.00 %

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USD 0.36B
UEF9:XETRA UBS Barclays US Liquid Co.. 0.00 % 0.00 %

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UFLE:XETRA 0.00 % 0.00 %

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HUIB:CA 0.00 % 0.00 %

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ULTR 0.00 % 0.00 %

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TADS 0.00 % 0.00 %

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FLUD Franklin Liberty Ultra Sh.. 0.00 % 0.00 %

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USD 7.46M
ASR3:XETRA BNP Paribas Easy € Corp.. 0.00 % 0.00 %

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USD 1.93B
ASR3:F BNP Paribas Easy - Euro C.. 0.00 % 0.00 %

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RATE:CA Arrow EC Income Advantage.. 0.00 % 0.00 %

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USCC:CA Global X S&P 500 Covered .. 0.00 % 0.00 %

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LQDH:SW iShares $ Corp Bond Inter.. 0.00 % 0.00 %

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PJS1:SW 0.00 % 0.00 %

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SGSE:LSE Leverage Shares -1x Short.. -99.98 % 0.00 %

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USD 0.15M

Market Performance

  Market Performance vs. Industry/Classification (Capital Markets) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 24.23% 85% B 91% A-
Dividend Return 1.43% 30% F 38% F
Total Return 25.65% 85% B 91% A-
Trailing 12 Months  
Capital Gain 45.80% 82% B 94% A
Dividend Return 3.35% 30% F 50% F
Total Return 49.15% 82% B 94% A
Trailing 5 Years  
Capital Gain 124.00% 80% B- 90% A-
Dividend Return 18.23% 58% F 68% D+
Total Return 142.23% 80% B- 91% A-
Average Annual (5 Year Horizon)  
Capital Gain 21.28% 76% C+ 85% B
Dividend Return 23.88% 74% C 85% B
Total Return 2.60% 25% F 55% F
Risk Return Profile  
Volatility (Standard Deviation) 38.96% 35% F 25% F
Risk Adjusted Return 61.29% 71% C- 81% B-
Market Capitalization 83.84B 96% N/A 99% N/A

Key Financial Ratios

  Ratio vs. Industry/Classification (Capital Markets) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 16.80 30% 46%
Price/Book Ratio 1.20 65% 63%
Price / Cash Flow Ratio 15.54 19% 24%
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity 7.94% 25% 49%
Return on Invested Capital 2.21% 19% 31%
Return on Assets 0.58% 22% 26%
Debt to Equity Ratio 212.02% 43% 15%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

What to not like:
Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Poor capital utilization

The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.

Poor return on equity

The company management has delivered below median return on equity in the most recent 4 quarters compared to its peers.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.