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The Goldman Sachs Group vs Stifel Financial: Which Stock Looks Stronger in 2026?

The Goldman Sachs holds the cleaner structural position, with profitability as the main driver and growth adding further support. Stifel Financial still has the edge on growth, which keeps the comparison from looking entirely one-sided. On the market side, The Goldman Sachs is in better shape — its trend is intact while Stifel Financial's trend has broken down. That puts structure and market broadly in agreement — The Goldman Sachs's lead looks more confirmed than conflicted.

The comparison is based on similar long-term financial trajectories, not sector labels. Both peer scores are relative to the Russell 1000 universe, making them directly comparable.

Updated 2026-05-17

The lead runs through profitability, while growth still acts as a real counterweight on the other side.

INDUSTRY COMPARISON

Both operate in: Capital Markets

This comparison is based on industry proximity, not on functional trajectory similarity. GS and SF share the same industry classification.

For a similarity-based comparison, see how The Goldman Sachs and Stifel Financial each position within their functional peer groups in AssetNext.

Peer-Relative Score
GS
The Goldman Sachs Group, Inc.
56
Peer-Score
Signal qualitylow
Peer basis: Russell 1000
vs
SF
Stifel Financial Corp.
49
Peer-Score
Signal qualityLow
Peer basis: Russell 1000

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

The clearest separation appears in profitability.

Dimension spread: GS vs SF Profitability 49 11 Stability 45 31 Valuation 72 74 Growth 53 89 GS SF
Gap Ranking
#1 Profitability +38
#2 Growth +36
#3 Stability +14
#4 Valuation +2
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for GS and SF Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer GSSF Relative valuation Structural strength

Structure stays fairly close here, while current pricing still looks more supportive for Stifel Financial Corp..

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Entry today — historical context

Where GS and SF each sit in their own 5-year price and valuation history.

BASED ON 5-YEAR HISTORY GS Elevated · above norm 0th 50th 100th 11 pct gap SF Elevated · above norm 0th 50th 100th 99th 88th
GS (99th percentile) and SF (88th percentile) both sit in the upper portion of their own 5-year ranges. The historical entry context is broadly similar for both. This reflects entry timing, not which company is structurally stronger.

Describes historical entry positioning only. Descriptive — not investment advice.

Relative Position vs Comparable Companies
Profitability
The Goldman Sachs Group, Inc. holds the stronger peer position on profitability.
Growth
Both rank well on growth, but Stifel Financial Corp. still holds a clear edge.
Profitability — Dominant Gap
GS
49
SF
11
Gap+38in favour of GS

The profitability lead is mainly driven by a 17-point operating margin advantage.

What keeps the gap from being one-sided

Earnings growth also leans toward SF, which keeps the score lead from reading as a full growth sweep.

What this means for the comparison

Profitability settles the comparison, while pricing and growth keep the broader setup from looking fully aligned.

Explore full peer positioning in AssetNext

Break down the GS vs SF comparison across all dimensions with the full interactive tool.

Explore full breakdown →
Other comparisons with conflicting dimension signals

Explore how GS and SF each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.