Bank of America (NYSE:BAC) and Goldman Sachs (NYSE:GS) have been great stocks to own over the past year, and both companies were trading higher in early trading today. However, investors who purchased shares at the beginning of 2011 have undoubtedly been disappointed as both stocks have significantly lagged the market.

In this video, Motley Fool banking analysts David Hanson and Matt Koppenheffer discuss these two companies and why shares might not be overheated today.