WallStSmart

Goldman Sachs Group Inc (GS)vsXp Inc (XP)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Goldman Sachs Group Inc generates 234% more annual revenue ($59.40B vs $17.77B). XP leads profitability with a 29.1% profit margin vs 28.9%. XP trades at a lower P/E of 10.5x. XP earns a higher WallStSmart Score of 74/100 (B).

GS

Strong Buy

73

out of 100

Grade: B

Growth: 8.7Profit: 7.5Value: 10.0Quality: 5.0
Piotroski: 5/9

XP

Strong Buy

74

out of 100

Grade: B

Growth: 6.0Profit: 8.0Value: 8.3Quality: 3.5
Piotroski: 1/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

GSUndervalued (+52.4%)

Margin of Safety

+52.4%

Fair Value

$1768.48

Current Price

$841.84

$926.64 discount

UndervaluedFair: $1768.48Overvalued
XPUndervalued (+62.2%)

Margin of Safety

+62.2%

Fair Value

$53.73

Current Price

$19.69

$34.04 discount

UndervaluedFair: $53.73Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

GS6 strengths · Avg: 8.8/10
Market CapQuality
$250.66B10/10

Mega-cap, among the largest globally

Operating MarginProfitability
38.3%10/10

Strong operational efficiency at 38.3%

Profit MarginProfitability
28.9%9/10

Keeps 29 of every $100 in revenue as profit

P/E RatioValuation
16.3x8/10

Attractively priced relative to earnings

Price/BookValuation
2.4x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
15.2%8/10

15.2% revenue growth

XP5 strengths · Avg: 9.2/10
P/E RatioValuation
10.5x10/10

Attractively priced relative to earnings

Operating MarginProfitability
31.5%10/10

Strong operational efficiency at 31.5%

Return on EquityProfitability
23.7%9/10

Every $100 of equity generates 24 in profit

Profit MarginProfitability
29.1%9/10

Keeps 29 of every $100 in revenue as profit

Price/BookValuation
2.3x8/10

Reasonable price relative to book value

Areas to Watch

GS1 concerns · Avg: 2.0/10
Free Cash FlowQuality
$-16.81B2/10

Negative free cash flow — burning cash

XP2 concerns · Avg: 2.5/10
Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

Free Cash FlowQuality
$-2.44B2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : GS

The strongest argument for GS centers on Market Cap, Operating Margin, Profit Margin. Profitability is solid with margins at 28.9% and operating margin at 38.3%. Revenue growth of 15.2% demonstrates continued momentum.

Bull Case : XP

The strongest argument for XP centers on P/E Ratio, Operating Margin, Return on Equity. Profitability is solid with margins at 29.1% and operating margin at 31.5%. Revenue growth of 13.3% demonstrates continued momentum.

Bear Case : GS

The primary concerns for GS are Free Cash Flow.

Bear Case : XP

The primary concerns for XP are Piotroski F-Score, Free Cash Flow.

Key Dynamics to Monitor

GS profiles as a growth stock while XP is a mature play — different risk/reward profiles.

GS carries more volatility with a beta of 1.34 — expect wider price swings.

GS is growing revenue faster at 15.2% — sustainability is the question.

XP generates stronger free cash flow (-2.4B), providing more financial flexibility.

Bottom Line

XP scores higher overall (74/100 vs 73/100), backed by strong 29.1% margins and 13.3% revenue growth. GS offers better value entry with a 52.4% margin of safety. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Goldman Sachs Group Inc

FINANCIAL SERVICES · CAPITAL MARKETS · USA

The Goldman Sachs Group, Inc., is an American multinational investment bank and financial services company headquartered in New York City. It offers services in investment management, securities, asset management, prime brokerage, and securities underwriting. It also provides investment banking to institutional investors.

Xp Inc

FINANCIAL SERVICES · CAPITAL MARKETS · USA

XP Inc. offers financial products and services in Brazil. The company is headquartered in So Paulo, Brazil.

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