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GS Analysis: Goldman Sachs Earns $17 Billion in 2025 as Wall Street's Premier Investment Bank Trades at 18x Earnings — 6% Below Its All-Time High

Goldman Sachs (NYSE: GS) has completed a remarkable transformation. The firm that nearly defined the 2008 financial crisis has posted $17.2 billion in net income for fiscal 2025, its best year since the post-pandemic trading boom, while its stock has surged more than 110% off its 52-week low of $439.38 to trade at $922.24 — just 6% below its all-time high of $984.70. The numbers tell a story of a company firing on all cylinders. Full-year revenue hit $125.1 billion, diluted EPS came in at $51.32, and the firm's return on equity has climbed back above 14% on an annualized basis. With a market capitalization of $279 billion and a price-to-earnings ratio of 18x, Goldman trades at a modest premium to peer JPMorgan Chase (15x) but well below the broader S&P 500 multiple — raising the question of whether Wall Street's most storied franchise still has room to run. This analysis examines Goldman's valuation, earnings trajectory, balance sheet health, competitive positioning in investment banking and trading, and forward outlook to determine whether GS deserves a place in your portfolio at current levels.

Goldman Sachs stock analysisGS stockGoldman Sachs earnings

JPM Analysis: America's Largest Bank Earns $57 Billion in 2025 — Why JPMorgan's 15x Multiple Still Looks Reasonable

JPMorgan Chase (NYSE: JPM) is the undisputed heavyweight of American banking. With $4.4 trillion in total assets, $846 billion in market capitalization, and a 2025 net income of $56.8 billion, Jamie Dimon's institution operates at a scale that no other U.S. financial firm can match. The stock trades at $310.79, roughly 8% below its 52-week high of $337.25 and 54% above its 52-week low of $202.16. The bank's 2025 results tell a story of resilient profitability despite a challenging rate environment. Full-year earnings per share came in at $20.01, supporting a trailing P/E ratio of 15.5x — a premium to the big-bank average but far from stretched given JPMorgan's consistent execution. With interest income exceeding $193 billion for the year and a net profit margin near 20%, the bank continues to demonstrate why it commands a leadership premium. For individual investors, the question isn't whether JPMorgan is a good bank — it plainly is. The question is whether $310 per share adequately prices in a business that generates over $100 billion in annual operating cash flow, returns $51 billion to shareholders through dividends and buybacks, and is now expanding aggressively into national security and defense-adjacent finance. Here's what the numbers say.

JPM stock analysisJPMorgan Chase stockJPM earnings 2025