Verified peer comparison

GS vs BAC

The Goldman Sachs Group, Inc. compared with Bank of America Corporation. This page compares both source-verified company profiles and does not introduce an unverified price target.

The Goldman Sachs Group, Inc.

$189.43

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BAC

Bank of America Corporation

$189.43

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Low: --
Market Cap: --

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Company-specific comparison

Business exposure

GS: Investment Banking and Brokerage

BAC: Diversified Banks

Upside lens

GS: A healthier advisory and underwriting pipeline can lift fees if announced transactions close and capital-markets activity remains constructive. Goldman's integrated financing, execution, and risk-intermediation platform can capture elevated client activity across asset classes. Growth in management fees, private-banking balances, and alternatives fundraising can increase the share of recurring revenue and deepen client relationships.

BAC: Higher deposit and loan balances and fixed-rate asset repricing supported net interest income growth, providing a durable earnings lever if funding remains disciplined. Growth in sales and trading, investment banking, and asset-management fees diversifies earnings beyond spread income. Net new checking accounts, digitally enabled sales, payment growth, and wealth inflows can deepen relationships and improve operating efficiency.

Risk lens

GS: Abrupt changes in rates, credit spreads, commodities, currencies, or equities can reduce client activity and create trading or investment losses. Investment banking backlog may not convert into revenue when financing conditions, regulation, geopolitics, or client decisions delay or cancel transactions. Higher capital, liquidity, resolution, or compliance requirements could constrain balance-sheet deployment and reduce returns from otherwise attractive client activity.

BAC: Consumer and commercial deterioration could raise net charge-offs and provisions, offsetting revenue growth even while current asset quality is stable. Unexpected rate moves, deposit migration, or funding-cost pressure can weaken net interest income and affect the value of securities and other rate-sensitive positions. Capital-markets revenue can be volatile, while evolving capital, liquidity, consumer, and compliance requirements can raise costs or constrain capital returns.

Verified sources

Goldman Sachs Reports 2026 First Quarter Earnings ResultsThe Goldman Sachs Group, Inc. · earningsVerified