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

EQUITY | Capital Markets | New York Stock Exchange

Last Closing

USD 599.21

Change

-4.62 (-0.77)%

Market Cap

USD 83.84B

Volume

1.29M

Analyst Target

USD 247.60
Analyst Rating

N/A

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)

Compare
Relative Returns (From:    To: 2025-06-04 )

Largest Industry Peers for Capital Markets

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

-0.24 (-0.27%)

USD 161.15B
GS-PA The Goldman Sachs Group Inc

+0.16 (+0.75%)

USD 78.43B
MS-PA Morgan Stanley

+0.10 (+0.45%)

USD 75.71B
GS-PD The Goldman Sachs Group Inc

+0.06 (+0.28%)

USD 75.38B
MS-PI Morgan Stanley

-0.01 (-0.04%)

USD 65.50B
MS-PF Morgan Stanley

-0.02 (-0.08%)

USD 65.17B
MS-PE Morgan Stanley

+0.02 (+0.06%)

USD 64.28B
MS-PK Morgan Stanley

+0.03 (+0.13%)

USD 61.76B
SCHW-PD The Charles Schwab Corporation

-0.01 (-0.04%)

USD 49.37B
NMR Nomura Holdings Inc ADR

+0.04 (+0.65%)

USD 17.91B

ETFs Containing GS

GS2:LSE Leverage Shares 2x Goldma.. 200.06 % 0.00 %

+0.75 (+0.15%)

USD 0.94M
DJIA Global X Dow 30 Covered C.. 8.81 % 0.00 %

-0.07 (0.15%)

USD 0.13B
CSINDU:SW iShares VII PLC - iShares.. 8.25 % 0.00 %

-2.00 (0.15%)

USD 1.55B
1546:TSE NEXT FUNDS DJIA (Yen-UnHe.. 7.91 % 0.00 %

-500.00 (0.15%)

USD 19.52B
CALL-U:CA Evolve US Banks Enhanced .. 7.03 % 0.00 %

-0.07 (0.15%)

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

N/A

N/A
NDJI 6.32 % 0.00 %

N/A

N/A
UDI USCF ETF Trust 4.34 % 0.00 %

-0.01 (0.15%)

N/A
BAMV Brookstone Value Stock ET.. 4.14 % 0.00 %

-0.21 (0.15%)

N/A
TGLR LAFFER|TENGLER Equity Inc.. 3.91 % 0.00 %

-0.03 (0.15%)

USD 0.01B
SAMM The Advisors’ Inner .. 3.78 % 0.00 %

-0.03 (0.15%)

USD 0.02B
ICAP InfraCap Equity Income Fu.. 3.56 % 0.00 %

N/A

USD 0.06B
CBBB:SW 3.34 % 0.00 %

N/A

N/A
PJFV PGIM ETF Trust - PGIM Jen.. 3.24 % 0.00 %

-0.22 (0.15%)

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

-0.03 (0.15%)

USD 0.17B
IUFS:LSE iShares S&P 500 Financial.. 2.66 % 0.00 %

-0.07 (0.15%)

USD 1.12B
GXLF:LSE SPDR® S&P® U.S. Financi.. 2.56 % 0.00 %

-0.34 (0.15%)

N/A
XUSF:CA iShares S&P U.S. Financia.. 2.55 % 0.00 %

-0.77 (0.15%)

N/A
SXLF:SW SPDR S&P U.S. Financials .. 2.51 % 0.00 %

-0.71 (0.15%)

N/A
IUFS:SW iShares S&P 500 Financial.. 2.49 % 0.00 %

-0.13 (0.15%)

USD 2.65B
AVDR 2.49 % 0.00 %

N/A

N/A
XUFN:SW Xtrackers MSCI USA Financ.. 2.44 % 0.00 %

N/A

USD 1.95B
ZUS-U:CA BMO Ultra Short-Term Bond.. 2.42 % 0.00 %

+0.02 (+0.15%)

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

-0.03 (0.15%)

CAD 0.05B
BKDV BNY Mellon ETF Trust II 2.26 % 0.00 %

-0.02 (0.15%)

USD 0.31B
AFLE:PA Amundi Index Solutions - .. 2.17 % 0.00 %

-0.05 (0.15%)

USD 0.16B
AFLT:PA Amundi Index Solutions - .. 2.17 % 0.00 %

+0.02 (+0.15%)

USD 0.50B
FRNH:F Amundi Index Solutions - .. 2.17 % 0.00 %

+0.02 (+0.15%)

N/A
FRNU:F 2.17 % 0.00 %

N/A

N/A
FRNH:XETRA Amundi Index Solutions - .. 2.17 % 0.00 %

-0.01 (0.15%)

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

-0.12 (0.15%)

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

N/A

N/A
AFLT:SW Amundi Index Solutions - .. 2.17 % 0.00 %

N/A

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

N/A

USD 5.30M
ARCM Arrow Reserve Capital Man.. 2.15 % 0.00 %

+0.01 (+0.15%)

USD 0.05B
TUSB:CA TD Select U.S. Short Term.. 2.12 % 0.28 %

+0.02 (+0.15%)

CAD 0.02B
TUSB-U:CA TD Select U.S. Short Term.. 2.12 % 0.00 %

-0.01 (0.15%)

CAD 8.25M
DVND Touchstone ETF Trust - To.. 2.11 % 0.00 %

-0.01 (0.15%)

USD 0.03B
LST Managed Portfolio Series 1.72 % 0.00 %

+0.05 (+0.15%)

N/A
EQUL 1.57 % 0.00 %

N/A

N/A
WELK:XETRA Amundi S&P Global Financi.. 1.53 % 0.00 %

-0.02 (0.15%)

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

-0.01 (0.15%)

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

-0.75 (0.15%)

USD 0.03B
UC86:LSE UBS(Lux)Fund Solutions .. 1.51 % 0.00 %

N/A

USD 0.25B
XWFS:LSE Xtrackers MSCI World Fina.. 1.49 % 0.00 %

-0.08 (0.15%)

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

-2.50 (0.15%)

USD 0.25B
FNCW:LSE SPDR® MSCI World Financi.. 1.48 % 0.00 %

-0.16 (0.15%)

N/A
SPXB 1.48 % 0.15 %

N/A

N/A
WFIN:SW SPDR MSCI World Financial.. 1.46 % 0.00 %

+0.01 (+0.15%)

N/A
FSCM:XETRA Fidelity Sustainable Glob.. 1.40 % 0.00 %

-0.01 (0.15%)

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

N/A

N/A
ISEC:AU Ishares Enhanced Cash ETF 1.31 % 0.00 %

-0.28 (0.15%)

USD 0.25B
FYLG 1.20 % 0.00 %

N/A

N/A
JRUB:SW JPM USD Corporate Bond Re.. 1.02 % 0.00 %

N/A

N/A
ESGF:CA BMO ESG US Corporate Bond.. 0.93 % 0.00 %

-0.06 (0.15%)

CAD 0.02B
FLOT:SW iShares $ Floating Rate B.. 0.90 % 0.00 %

N/A

N/A
SRIC5:PA BNP Paribas Easy € Corp.. 0.77 % 0.00 %

-0.02 (0.15%)

N/A
QUIG:CA Mackenzie US Investment G.. 0.71 % 0.28 %

+0.55 (+0.15%)

CAD 0.52B
ERNA:LSE iShares $ Ultrashort Bond.. 0.69 % 0.00 %

N/A

USD 1.47B
ERND:LSE iShares USD Ultrashort Bo.. 0.69 % 0.00 %

+0.08 (+0.15%)

USD 0.72B
ERNU:LSE iShares USD Ultrashort Bo.. 0.69 % 0.00 %

-0.11 (0.15%)

USD 0.73B
ERND:SW iShares $ Ultrashort Bond.. 0.69 % 0.00 %

+0.09 (+0.15%)

N/A
DBND DoubleLine Opportunistic .. 0.66 % 0.00 %

-0.06 (0.15%)

USD 0.46B
ERN1:LSE iShares Euro Ultrashort B.. 0.59 % 0.00 %

+3.50 (+0.15%)

USD 3.20B
LQIG SPDR MarketAxess Investme.. 0.59 % 0.00 %

-0.26 (0.15%)

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

+0.06 (+0.15%)

USD 3.20B
SYBF:F SSgA SPDR ETFs Europe I p.. 0.55 % 0.00 %

-0.08 (0.15%)

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

-0.09 (0.15%)

N/A
SUSC:SW SPDR® Bloomberg 0-3 Year.. 0.55 % 0.00 %

N/A

USD 0.12B
ERNE:SW iShares € Ultrashort Bo.. 0.53 % 0.00 %

+0.20 (+0.15%)

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

-0.10 (0.15%)

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

-0.02 (0.15%)

N/A
XYLD:SW 0.45 % 0.00 %

N/A

N/A
SUSU:SW 0.45 % 0.00 %

N/A

N/A
IU0E:SW iShares $ Corp Bond SRI 0.. 0.45 % 0.00 %

N/A

USD 0.26B
SGSU:SW 0.45 % 0.00 %

N/A

N/A
LCRP:LSE SPDR Barclays 10+ U.S. Co.. 0.36 % 0.00 %

-0.05 (0.15%)

USD 0.08B
LUSC:LSE SPDR Barclays 10+ U.S. Co.. 0.36 % 0.00 %

-0.02 (0.15%)

N/A
UCRP:XETRA Amundi Index Solutions - .. 0.31 % 0.00 %

-0.17 (0.15%)

N/A
UCRP:F Amundi Index Solutions - .. 0.31 % 0.00 %

-0.15 (0.15%)

N/A
UCRP:PA Amundi Index Solutions - .. 0.31 % 0.00 %

-0.12 (0.15%)

N/A
UCRH:XETRA Amundi Index Solutions - .. 0.31 % 0.00 %

-0.03 (0.15%)

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

N/A

USD 0.40B
SUSE:SW iShares € Corp Bond SRI.. 0.31 % 0.00 %

N/A

USD 2.56B
SYB1:F 0.28 % 0.00 %

N/A

N/A
SYB1:XETRA 0.28 % 0.00 %

N/A

N/A
LQDA:SW iShares USD Corporate Bon.. 0.24 % 0.00 %

N/A

USD 3.93B
LQCE:SW iShares $ Corp Bond UCITS.. 0.24 % 0.00 %

-0.01 (0.15%)

USD 0.23B
LQDE:SW iShares $ Corp Bond UCITS.. 0.24 % 0.00 %

+0.40 (+0.15%)

USD 3.82B
SDIG:SW iShares $ Short Duration .. 0.23 % 0.00 %

+0.03 (+0.15%)

USD 1.39B
SYBR:F SSgA SPDR ETFs Europe I P.. 0.21 % 0.00 %

N/A

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

-0.08 (0.15%)

N/A
IUCB:SW SPDR® Bloomberg 1-10 Yea.. 0.21 % 0.00 %

+0.03 (+0.15%)

USD 0.42B
XDCC:XETRA Xtrackers USD Corporate B.. 0.20 % 0.00 %

-0.09 (0.15%)

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

N/A

N/A
EUCO:LSE SPDR Barclays Euro Corpor.. 0.18 % 0.00 %

-0.17 (0.15%)

USD 0.79B
EUCO:PA SPDR Barclays Euro Corpor.. 0.18 % 0.00 %

-0.14 (0.15%)

USD 0.79B
SYBC:F SSgA SPDR ETFs Europe I P.. 0.18 % 0.00 %

-0.15 (0.15%)

USD 0.80B
SYBC:XETRA SPDR Barclays Euro Corpor.. 0.18 % 0.00 %

-0.11 (0.15%)

N/A
SE15:SW iShares € Corp Bond 1-5.. 0.16 % 0.00 %

+0.02 (+0.15%)

USD 4.07B
BND Vanguard Total Bond Marke.. 0.00 % 0.04 %

-0.14 (0.15%)

N/A
BSCM 0.00 % 0.10 %

N/A

N/A
BSCO 0.00 % 0.10 %

N/A

N/A
BSCP Invesco BulletShares 2025.. 0.00 % 0.10 %

+0.01 (+0.15%)

N/A
CBND 0.00 % 0.16 %

N/A

N/A
CORP PIMCO Investment Grade Co.. 0.00 % 0.20 %

-0.28 (0.15%)

USD 1.36B
DDM ProShares Ultra Dow30 0.00 % 0.95 %

-0.32 (0.15%)

N/A
DIA SPDR Dow Jones Industrial.. 0.00 % 0.17 %

-0.97 (0.15%)

N/A
DJD Invesco Dow Jones Industr.. 0.00 % 0.09 %

-0.20 (0.15%)

N/A
DOG ProShares Short Dow30 0.00 % 0.95 %

+0.07 (+0.15%)

USD 0.13B
DXD ProShares UltraShort Dow3.. 0.00 % 0.95 %

+0.12 (+0.15%)

N/A
EZY 0.00 % 0.38 %

N/A

N/A
FAS Direxion Daily Financial .. 0.00 % 1.04 %

-1.54 (0.15%)

N/A
FAZZ 0.00 % 0.45 %

N/A

N/A
FINU 0.00 % 0.95 %

N/A

N/A
FINZ 0.00 % 0.95 %

N/A

N/A
FLOT iShares Floating Rate Bon.. 0.00 % 0.20 %

-0.01 (0.15%)

USD 8.81B
FLRN SPDR® Bloomberg Investme.. 0.00 % 0.15 %

N/A

USD 2.75B
FLTR VanEck Investment Grade F.. 0.00 % 0.14 %

N/A

N/A
FMK 0.00 % 0.70 %

N/A

N/A
FNCL Fidelity® MSCI Financial.. 0.00 % 0.08 %

-0.13 (0.15%)

USD 2.19B
FXO First Trust Financials Al.. 0.00 % 0.63 %

-0.06 (0.15%)

USD 2.10B
GSY Invesco Ultra Short Durat.. 0.00 % 0.25 %

N/A

N/A
HEA:CA 0.00 % 0.00 %

N/A

N/A
HUF:CA 0.00 % 0.00 %

N/A

N/A
IBDC 0.00 % 0.10 %

N/A

N/A
IBDD 0.00 % 0.10 %

N/A

N/A
IBDP 0.00 % 0.10 %

N/A

N/A
IOO iShares Global 100 ETF 0.00 % 0.40 %

-0.32 (0.15%)

N/A
IXG iShares Global Financials.. 0.00 % 0.46 %

+0.13 (+0.15%)

N/A
IYF iShares U.S. Financials E.. 0.00 % 0.42 %

-0.33 (0.15%)

N/A
IYG iShares U.S. Financial Se.. 0.00 % 0.42 %

-0.14 (0.15%)

N/A
JHMF 0.00 % 0.47 %

N/A

N/A
LQD iShares iBoxx $ Investmen.. 0.00 % 0.15 %

-0.33 (0.15%)

N/A
PFF iShares Preferred and Inc.. 0.00 % 0.46 %

+0.04 (+0.15%)

N/A
PGF Invesco Financial Preferr.. 0.00 % 0.62 %

+0.03 (+0.15%)

N/A
PWV Invesco Dynamic Large Cap.. 0.00 % 0.55 %

+0.02 (+0.15%)

USD 1.03B
QVM 0.00 % 0.65 %

N/A

N/A
RIGS RiverFront Strategic Inco.. 0.00 % 0.17 %

-0.16 (0.15%)

N/A
QSY 0.00 % 0.38 %

N/A

N/A
SPLB SPDR Barclays Long Term C.. 0.00 % 0.08 %

-0.06 (0.15%)

USD 1.14B
HUBL:CA Harvest US Bank Leaders I.. 0.00 % 1.57 %

-0.11 (0.15%)

CAD 0.12B
DIVO Amplify CWP Enhanced Divi.. 0.00 % 0.94 %

-0.07 (0.15%)

USD 4.33B
HTAB Hartford Schroders Tax-Aw.. 0.00 % 0.39 %

N/A

USD 0.41B
IGLB iShares 10+ Year Investme.. 0.00 % 0.10 %

-0.15 (0.15%)

USD 2.50B
USIG iShares Broad USD Investm.. 0.00 % 0.08 %

-0.15 (0.15%)

USD 13.59B
IMFC 0.00 % 0.11 %

N/A

N/A
BFIN:CA Brompton North American F.. 0.00 % 0.96 %

-0.16 (0.15%)

CAD 0.06B
RYZZ 0.00 % 0.00 %

N/A

N/A
BNKD Bank of Montreal 0.00 % 0.00 %

+0.02 (+0.15%)

N/A
BNKO 0.00 % 0.00 %

N/A

N/A
BNKU Bank of Montreal 0.00 % 0.00 %

-0.02 (0.15%)

N/A
BNKZ 0.00 % 0.00 %

N/A

N/A
KNAB 0.00 % 0.00 %

N/A

N/A
HEA-U:CA 0.00 % 0.00 %

N/A

N/A
HUBL-U:CA Harvest US Bank Leaders I.. 0.00 % 0.00 %

-0.09 (0.15%)

N/A
HUF-U:CA 0.00 % 0.00 %

N/A

N/A
HUL-U:CA 0.00 % 0.00 %

N/A

N/A
SPBO SPDR Portfolio Corporate .. 0.00 % 0.00 %

-0.07 (0.15%)

USD 1.53B
RWW 0.00 % 0.46 %

N/A

N/A
RWW 0.00 % 0.00 %

N/A

N/A
RWW 0.00 % 0.69 %

N/A

N/A
RWW 0.00 % 0.00 %

N/A

N/A
RWW 0.00 % 0.46 %

N/A

N/A
SDOW ProShares UltraPro Short .. 0.00 % 0.95 %

+0.32 (+0.15%)

USD 0.23B
SEF ProShares Short Financial.. 0.00 % 0.95 %

+0.14 (+0.15%)

N/A
SKF ProShares UltraShort Fina.. 0.00 % 0.95 %

+0.16 (+0.15%)

N/A
SPFF Global X SuperIncome Pref.. 0.00 % 0.58 %

+0.02 (+0.15%)

N/A
USB:CA 0.00 % 0.28 %

N/A

N/A
UYG ProShares Ultra Financial.. 0.00 % 0.95 %

-0.60 (0.15%)

N/A
VFH Vanguard Financials Index.. 0.00 % 0.10 %

-0.30 (0.15%)

USD 11.80B
XLF Financial Select Sector S.. 0.00 % 0.13 %

-0.14 (0.15%)

USD 51.09B
HUL:CA 0.00 % 2.20 %

N/A

N/A
DXO:CA Dynamic Active Crossover .. 0.00 % 0.56 %

-0.01 (0.15%)

N/A
EDOW First Trust Dow 30 Equal .. 0.00 % 0.50 %

-0.18 (0.15%)

USD 0.23B
IE15:LSE iShares € Corp Bond 1-5.. 0.00 % 0.00 %

-0.24 (0.15%)

N/A
IGSD:LSE iShares $ Short Duration .. 0.00 % 0.00 %

-0.25 (0.15%)

N/A
LQDA:LSE iShares USD Corporate Bon.. 0.00 % 0.00 %

-0.01 (0.15%)

N/A
LQDE:LSE iShares $ Corp Bond UCITS.. 0.00 % 0.00 %

-0.23 (0.15%)

N/A
LQDG:LSE iShares $ Corp Bond Inter.. 0.00 % 0.00 %

-0.09 (0.15%)

N/A
LQDH:LSE iShares $ Corp Bond Inter.. 0.00 % 0.00 %

-0.08 (0.15%)

N/A
LQDS:LSE iShares $ Corp Bond UCITS.. 0.00 % 0.00 %

-27.50 (0.15%)

N/A
LQEE:LSE iShares $ Corp Bond UCITS.. 0.00 % 0.00 %

-0.01 (0.15%)

N/A
LQGH:LSE iShares $ Corp Bond UCITS.. 0.00 % 0.00 %

N/A

N/A
SDIA:LSE iShares $ Short Duration .. 0.00 % 0.00 %

N/A

N/A
SDIG:LSE iShares $ Short Duration .. 0.00 % 0.00 %

-0.11 (0.15%)

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

-18.00 (0.15%)

N/A
SUOE:LSE iShares € Corp Bond ESG.. 0.00 % 0.00 %

-0.01 (0.15%)

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

-0.26 (0.15%)

N/A
UIFS:LSE iShares S&P 500 USD Finan.. 0.00 % 0.00 %

-5.50 (0.15%)

USD 2.65B
VDUC:LSE Vanguard USD Corporate 1-.. 0.00 % 0.00 %

+0.03 (+0.15%)

USD 0.35B
WFIN:LSE SPDR® MSCI World Financi.. 0.00 % 0.00 %

+0.11 (+0.15%)

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

-0.03 (0.15%)

N/A
XT2D:LSE db x-trackers S&P 500 2x .. 0.00 % 0.00 %

N/A

USD 0.05B
UFLT:LSE 0.00 % 0.00 %

N/A

N/A
VUSC:LSE Vanguard USD Corporate 1-.. 0.00 % 0.00 %

-0.06 (0.15%)

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

N/A

N/A
XSFN:LSE db x-trackers MSCI USA Fi.. 0.00 % 0.00 %

-15.50 (0.15%)

USD 1.95B
XUFN:LSE db x-trackers MSCI USA Fi.. 0.00 % 0.00 %

-0.15 (0.15%)

USD 1.95B
XUSD:LSE Xtrackers MSCI USA Swap U.. 0.00 % 0.00 %

+0.37 (+0.15%)

USD 1.83B
XYLD:LSE Xtrackers ESG USD Corpora.. 0.00 % 0.00 %

-0.02 (0.15%)

USD 0.09B
AFRN:PA Amundi Index Solutions - .. 0.00 % 0.00 %

+0.07 (+0.15%)

USD 1.13B
CBBB:PA 0.00 % 0.00 %

N/A

N/A
ELQC:PA 0.00 % 0.00 %

N/A

N/A
USIH:PA Amundi USD Corporate Bond.. 0.00 % 0.00 %

+0.05 (+0.15%)

USD 0.05B
CAB3:F 0.00 % 0.00 %

N/A

N/A
EFNT:F 0.00 % 0.00 %

N/A

N/A
EUNT:F iShares III Public Limite.. 0.00 % 0.00 %

N/A

N/A
EXI3:F iShares Dow Jones Industr.. 0.00 % 0.00 %

-0.55 (0.15%)

N/A
IBCD:F iShares Public Limited Co.. 0.00 % 0.00 %

-0.22 (0.15%)

N/A
JRUB:F Jpmorgan ETFs Ireland ICA.. 0.00 % 0.00 %

-0.36 (0.15%)

N/A
PJS1:F PIMCO Euro Short Maturity.. 0.00 % 0.00 %

+0.01 (+0.15%)

N/A
PJSR:F PIMCO ETFs plc - PIMCO E.. 0.00 % 0.00 %

-0.01 (0.15%)

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

-0.08 (0.15%)

N/A
QDVL:F iShares Euro Corporate Bo.. 0.00 % 0.00 %

N/A

N/A
QDVY:F iShares II Public Limited.. 0.00 % 0.00 %

-0.01 (0.15%)

N/A
SXRR:F iShares $ Floating Rate B.. 0.00 % 0.00 %

N/A

USD 0.06B
UEF9:F UBS Barclays US Liquid Co.. 0.00 % 0.00 %

-0.04 (0.15%)

USD 0.07B
UFLE:F 0.00 % 0.00 %

N/A

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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 4.64% 94% A 73% C
Dividend Return 1.05% 31% F 41% F
Total Return 5.69% 97% N/A 74% C
Trailing 12 Months  
Capital Gain 29.79% 85% B 90% A-
Dividend Return 1.95% 21% F 39% F
Total Return 31.74% 85% B 91% A-
Trailing 5 Years  
Capital Gain 174.97% 85% B 91% A-
Dividend Return 20.31% 25% F 59% D-
Total Return 195.27% 85% B 91% A-
Average Annual (5 Year Horizon)  
Capital Gain 25.36% 78% C+ 88% B+
Dividend Return 27.88% 81% B- 89% A-
Total Return 2.52% 27% F 56% F
Risk Return Profile  
Volatility (Standard Deviation) 35.73% 42% F 23% F
Risk Adjusted Return 78.03% 72% C 86% B+
Market Capitalization 83.84B N/A N/A N/A 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 N/A N/A
Price/Book Ratio N/A N/A N/A
Price / Cash Flow Ratio N/A N/A N/A
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity N/A N/A N/A
Return on Invested Capital N/A N/A N/A
Return on Assets N/A N/A N/A
Debt to Equity Ratio N/A N/A N/A

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 dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

What to not like:
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 Revenue Growth

This stock has shown below median revenue 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.