Financial Services
711 US-listed companies tracked
Financial Services companies comprise banks, insurers, investment firms, and payment processors that facilitate credit and capital allocation throughout the economy. This sector is highly sensitive to interest rate changes, which directly affect profitability margins, and regulatory requirements that constrain capital deployment. Economic cycles directly impact loan demand, credit quality, and investor sentiment. TrendMatrix ranks 435 US-listed Financial Services stocks by 10-dimension quantitative score, refreshed every 5 minutes during market hours with a full reanalysis nightly.
Ranked stocks
| # | Symbol | Score | Verdict | Price | Upside | ||
|---|---|---|---|---|---|---|---|
| BUY (Strong Buy Now + Strong Buy Wait) | |||||||
| 1 | SII | 6.8 | Buy Now | $112.31 | +17.3% | ||
| 2 | GGN | 6.7 | Buy Now | $5.13 | +15.0% | ||
| 3 | GAM | 6.5 | Buy Now | $66.69 | +15.0% | ||
| 4 | ETG | 5.8 | Buy Now | $24.10 | +15.0% | ||
| 5 | TY | 5.8 | Buy Now | $35.48 | +15.0% | ||
| 6 | SLDE | 7.8 | Buy Wait | $21.33 | +5.2% | ||
| 7 | HLNE | 7.6 | Buy Wait | $98.44 | +12.1% | ||
| 8 | ASIC | 7.2 | Buy Wait | $25.38 | -2.3% | ||
| 9 | FUTU | 7.2 | Buy Wait | $105.29 | +34.1% | ||
| 10 | LCLN | 7.2 | Buy Wait | $23.41 | -0.5% | ||
| 11 | AMG | 7.1 | Buy Wait | $372.18 | +0.3% | ||
| 12 | HIPO | 7.1 | Buy Wait | $33.39 | +3.4% | ||
| 13 | PIPR | 7.1 | Buy Wait | $74.40 | -0.5% | ||
| 14 | ABX | 7.0 | Buy Wait | $10.40 | +17.8% | ||
| 15 | INTR | 7.0 | Buy Wait | $5.75 | +38.1% | ||
| 16 | IX | 7.0 | Buy Wait | $41.29 | -18.7% | ||
| 17 | PAX | 7.0 | Buy Wait | $11.23 | +20.6% | ||
| 18 | RJF | 7.0 | Buy Wait | $179.33 | -9.8% | ||
| 19 | SF | 7.0 | Buy Wait | $83.39 | -7.1% | ||
| 20 | VCTR | 7.0 | Buy Wait | $106.79 | -21.5% | ||
| 21 | ATLC | 6.9 | Buy Wait | $114.41 | -1.9% | ||
| 22 | BLK | 6.9 | Buy Wait | $1129.30 | +4.7% | ||
| 23 | BHRB | 6.8 | Buy Wait | $73.76 | -7.8% | ||
| 24 | BX | 6.8 | Buy Wait | $133.50 | -4.3% | ||
| 25 | CBOE | 6.8 | Buy Wait | $289.17 | -4.9% | ||
| 26 | ENVA | 6.8 | Buy Wait | $255.96 | -5.8% | ||
| 27 | FHI | 6.8 | Buy Wait | $63.25 | -17.8% | ||
| 28 | HRTG | 6.8 | Buy Wait | $35.21 | -19.1% | ||
| 29 | NMIH | 6.8 | Buy Wait | $44.05 | -2.9% | ||
| 30 | NOAH | 6.8 | Buy Wait | $8.66 | +18.8% | ||
| 31 | OBK | 6.8 | Buy Wait | $53.98 | -5.6% | ||
| 32 | PJT | 6.8 | Buy Wait | $172.75 | -5.7% | ||
| 33 | SEZL | 6.8 | Buy Wait | $135.06 | -20.2% | ||
| 34 | TMP | 6.8 | Buy Wait | $99.89 | -10.4% | ||
| 35 | WT | 6.8 | Buy Wait | $21.48 | -13.6% | ||
| 36 | HOPE | 6.7 | Buy Wait | $13.96 | -5.6% | ||
| 37 | LNC | 6.7 | Buy Wait | $46.67 | -13.5% | ||
| 38 | VEL | 6.7 | Buy Wait | $18.21 | +1.9% | ||
| 39 | XZO | 6.7 | Buy Wait | $16.29 | +35.7% | ||
| 40 | CFFN | 6.6 | Buy Wait | $8.99 | -9.3% | ||
| 41 | LPLA | 6.6 | Buy Wait | $359.05 | +3.8% | ||
| 42 | MCY | 6.6 | Buy Wait | $107.44 | -5.1% | ||
| 43 | NBN | 6.6 | Buy Wait | $133.57 | -8.7% | ||
| 44 | NWBI | 6.6 | Buy Wait | $15.65 | -7.9% | ||
| 45 | TCBX | 6.6 | Buy Wait | $44.22 | -12.5% | ||
| 46 | VIRT | 6.6 | Buy Wait | $55.58 | +4.7% | ||
| 47 | AOD | 6.5 | Buy Wait | $10.64 | +16.5% | ||
| 48 | EWBC | 6.5 | Buy Wait | $131.88 | +0.4% | ||
| 49 | HCI | 6.5 | Buy Wait | $180.89 | +12.0% | ||
| 50 | JXN | 6.5 | Buy Wait | $132.01 | -14.4% | ||
Show all 711 stocks ▾
- PRIPrimerica, Inc.6.5
- TROWT. Rowe Price Group, Inc.6.5
- AFLAFLAC Incorporated6.4
- BOWBowhead Specialty Holdings Inc.6.4
- ASBAssociated Banc-Corp6.3
- BENFranklin Resources, Inc.6.3
- BRK-BBerkshire Hathaway Inc. New6.3
- CGBDCarlyle Secured Lending, Inc.6.3
- NEWTNewtekOne, Inc.6.3
- OCFCOceanFirst Financial Corp.6.3
- PBProsperity Bancshares, Inc.6.3
- PNFPPinnacle Financial Partners, In6.3
- PRAAPRA Group, Inc.6.3
- RKTRocket Companies, Inc.6.3
- AMPAmeriprise Financial, Inc.6.2
- CUBICustomers Bancorp, Inc6.2
- FBNCFirst Bancorp6.2
- FDUSFidus Investment Corporation6.2
- MCMoelis & Company6.2
- MIAXMiami International Holdings, I6.2
- SKWDSkyward Specialty Insurance Gro6.2
- TWTradeweb Markets Inc.6.2
- AIGAmerican International Group, I6.1
- BROBrown & Brown, Inc.6.1
- BUSEFirst Busey Corporation6.1
- FISIFinancial Institutions, Inc.6.1
- GCMGGCM Grosvenor Inc.6.1
- HGHamilton Insurance Group, Ltd.6.1
- NTBBank of N.T. Butterfield & Son 6.1
- OPFIOppFi Inc.6.1
- RRBIRed River Bancshares, Inc.6.1
- VVisa Inc.6.1
- WSFSWSFS Financial Corporation6.1
- ALLAllstate Corporation (The)6.0
- FULTFulton Financial Corporation6.0
- RPCRidgepost Capital, Inc.6.0
- SEICSEI Investments Company6.0
- USBU.S. Bancorp6.0
- BRK-ABerkshire Hathaway Inc.5.9
- PFSProvident Financial Services, I5.9
- RGAReinsurance Group of America, I5.9
- SYFSynchrony Financial5.9
- PRKPark National Corporation5.8
- RYRoyal Bank Of Canada5.8
- SBETSharpLink, Inc.5.8
- THGHanover Insurance Group Inc5.8
- ACTEnact Holdings, Inc.5.7
- MTBM&T Bank Corporation5.7
- BNSBank Nova Scotia Halifax Pfd 35.6
- ESNTEssent Group Ltd.5.6
- GSBDGoldman Sachs BDC, Inc.5.6
- MSDLMSDL5.6
- MTGMGIC Investment Corporation5.6
- SYBTStock Yards Bancorp, Inc.5.6
- AMTBAmerant Bancorp Inc.5.5
- IBOCInternational Bancshares Corpor5.5
- NNINelnet, Inc.5.4
- MAINMain Street Capital Corporation5.2
- GAINGladstone Investment Corporatio5.0
- HASIHA Sustainable Infrastructure C4.7
- AGOAssured Guaranty Ltd.4.6
- ITICInvestors Title Company7.4
- MSMorgan Stanley7.2
- OTFBlue Owl Technology Finance Cor7.1
- PMLPimco Municipal Income Fund II 7.1
- RDNRadian Group Inc.7.1
- BHBBar Harbor Bankshares, Inc.7.0
- CCNECNB Financial Corporation7.0
- ECPGEncore Capital Group Inc7.0
- ISTRInvestar Holding Corporation7.0
- ONBOld National Bancorp7.0
- PKBKParke Bancorp, Inc.7.0
- PLBCPlumas Bancorp7.0
- PLMRPalomar Holdings, Inc.7.0
- TWNTaiwan Fund, Inc. (The)7.0
- EZPWEZCORP, Inc.6.9
- FAFFirst American Corporation (New6.9
- GLADGladstone Capital Corporation6.9
- WIWWestern Asset Inflation-Linked 6.9
- ZIONZions Bancorporation N.A.6.9
- AUBAtlantic Union Bankshares Corpo6.8
- COLBColumbia Banking System, Inc.6.8
- ETOEaton Vance Tax-Advantage Globa6.8
- FBIZFirst Business Financial Servic6.8
- FBKFB Financial Corporation6.8
- FCBCFirst Community Bankshares, Inc6.8
- GABGabelli Equity Trust, Inc. (The6.8
- HAFCHanmi Financial Corporation6.8
- HAPNHappen, Inc.6.8
- IFSIntercorp Financial Services In6.8
- MBINMerchants Bancorp6.8
- SCHWCharles Schwab Corporation (The6.8
- WTBAWest Bancorporation6.8
- BFCBank First Corporation6.7
- CACCamden National Corporation6.7
- FCFSFirstCash Holdings, Inc.6.7
- HIFSHingham Institution for Savings6.7
- HIGThe Hartford Insurance Group, I6.7
- INDBIndependent Bank Corp.6.7
- JPMJP Morgan Chase & Co.6.7
- MFGMizuho Financial Group, Inc. Sp6.7
- NBBKNB Bancorp, Inc.6.7
- NTRSNorthern Trust Corporation6.7
- PDLBPonce Financial Group, Inc.6.7
- RNSTRenasant Corporation6.7
- SFBSServisFirst Bancshares, Inc.6.7
- TIGRUP Fintech Holding Limited6.7
- ADXAdams Diversified Equity Fund I6.6
- BACBank of America Corporation6.6
- BBTBeacon Financial Corporation6.6
- BHKBlackrock Core Bond Trust Black6.6
- BPOPPopular, Inc.6.6
- BWFGBankwell Financial Group, Inc.6.6
- CCitigroup, Inc.6.6
- CNOBConnectOne Bancorp, Inc.6.6
- CRF331386.6
- CWBCCommunity West Bancshares6.6
- ETWEaton Vance Corporation Eaton V6.6
- FIGRFigure Technology Solutions, In6.6
- FSBCFive Star Bancorp6.6
- MCBSMetroCity Bankshares, Inc.6.6
- UVEUNIVERSAL INSURANCE HOLDINGS IN6.6
- AVBCAvidia Bancorp, Inc.6.5
- AXAxos Financial, Inc.6.5
- BSBRBanco Santander Brasil SA6.5
- CIIBlackRock Enhanced Large Cap Co6.5
- CLMCornerstone Strategic Value Fd6.5
- GCBCGreene County Bancorp, Inc.6.5
- HTGCHercules Capital, Inc.6.5
- KBKB Financial Group Inc6.5
- MCHBMechanics Bancorp6.5
- PGCPeapack-Gladstone Financial Cor6.5
- PNCPNC Financial Services Group, I6.5
- PUKPrudential Public Limited Compa6.5
- SFSTSouthern First Bancshares, Inc.6.5
- SOFISoFi Technologies, Inc.6.5
- UWMCUWM Holdings Corporation6.5
- WTWWillis Towers Watson Public Lim6.5
- AMALAmalgamated Financial Corp.6.4
- ARXAccelerant Holdings6.4
- BOHBank of Hawaii Corporation6.4
- BYByline Bancorp, Inc.6.4
- FFAFirst Trust Enhanced Equity Inc6.4
- FFBCFirst Financial Bancorp.6.4
- FMAOFarmers & Merchants Bancorp, In6.4
- FMNBFarmers National Banc Corp.6.4
- GBCIGlacier Bancorp, Inc.6.4
- GDVGabelli Dividend & Income Trust6.4
- HFWAHeritage Financial Corporation6.4
- HTDJohn Hancock Tax Advantaged Div6.4
- KNSLKinsale Capital Group, Inc.6.4
- MUFGMitsubishi UFJ Financial Group,6.4
- NUVNuveen Municipal Value Fund, In6.4
- QCRHQCR Holdings, Inc.6.4
- RVTRoyce Value Trust, Inc.6.4
- SHGShinhan Financial Group Co Ltd6.4
- SRCE1st Source Corporation6.4
- VLYValley National Bancorp6.4
- BAPCredicorp Ltd.6.3
- BGCBGC Group, Inc.6.3
- BOEBlackrock Enhanced Global Divid6.3
- DNPDNP Select Income Fund, Inc.6.3
- FBPFirst BanCorp. New6.3
- FNFFidelity National Financial, In6.3
- HBTHBT Financial, Inc.6.3
- MSBIMidland States Bancorp, Inc.6.3
- NBTBNBT Bancorp Inc.6.3
- NUNu Holdings Ltd.6.3
- OPYOppenheimer Holdings, Inc.6.3
- PEBOPeoples Bancorp Inc.6.3
- RLIRLI Corp.6.3
- SMBKSmartFinancial, Inc.6.3
- WDHWaterdrop Inc.6.3
- ALLYAlly Financial Inc.6.2
- APAMArtisan Partners Asset Manageme6.2
- BETRBetter Home & Finance Holding C6.2
- BWBBridgewater Bancshares, Inc.6.2
- CBANColony Bankcorp, Inc.6.2
- CIVBCivista Bancshares, Inc.6.2
- COFCapital One Financial Corporati6.2
- EMDWestern Asset Emerging Markets 6.2
- FCFFirst6.2
- KKRKKR & Co. Inc.6.2
- KYNKayne Anderson MLP/Midstream In6.2
- MBWMMercantile Bank Corporation6.2
- NEANuveen AMT-Free Quality Municip6.2
- NICNicolet Bankshares Inc.6.2
- PDTJohn Hancock Premium Dividend F6.2
- RBBRBB Bancorp6.2
- SMBCSouthern Missouri Bancorp, Inc.6.2
- VBNKVersaBank6.2
- WTFCWintrust Financial Corporation6.2
- AAMIAcadian Asset Management Inc.6.1
- BCSBarclays PLC6.1
- BMEBlackrock Health Sciences Trust6.1
- CFGCitizens Financial Group, Inc.6.1
- CNOCNO Financial Group, Inc.6.1
- EQBKEquity Bancshares, Inc.6.1
- FCNCAFirst Citizens BancShares, Inc.6.1
- FHNFirst Horizon Corporation6.1
- FINVFinVolution Group6.1
- HBANHuntington Bancshares Incorpora6.1
- HQLTeklaLife Sciences Investors6.1
- KEYKeyCorp6.1
- NRIMNorthrim BanCorp Inc6.1
- NWGNatWest Group plc6.1
- PSECProspect Capital Corporation6.1
- SHBIShore Bancshares, Inc.6.1
- STCStewart Information Services Co6.1
- TRUTransUnion6.1
- VLYPOValley National Bancorp - 5.5% 6.1
- ACNBACNB Corporation6.0
- BFHBread Financial Holdings, Inc.6.0
- CBNKCapital Bancorp, Inc.6.0
- CNSCohen & Steers Inc6.0
- CPFCentral Pacific Financial Corp 6.0
- ECCEagle Point Credit Company Inc.6.0
- FMBHFirst Mid Bancshares, Inc.6.0
- GABCGerman American Bancorp, Inc.6.0
- GSHDGoosehead Insurance, Inc.6.0
- HLIHoulihan Lokey, Inc.6.0
- IBCPIndependent Bank Corporation6.0
- NFJAllianzGI NFJ Dividend, Interes6.0
- NPFDNPFD6.0
- OFGOFG Bancorp6.0
- OSBCOld Second Bancorp, Inc.6.0
- PSPershing Square Inc.6.0
- SMFGSumitomo Mitsui Financial Group6.0
- SPFISouth Plains Financial, Inc.6.0
- TSLXSixth Street Specialty Lending,6.0
- BDJBlackrock Enhanced Equity Divid5.9
- BFSTBusiness First Bancshares, Inc.5.9
- BGYBlackrock Enhanced Internationa5.9
- BTTBlackRock Municipal 2030 Target5.9
- CBKCommercial Bancgroup, Inc.5.9
- CBUCommunity Financial System, Inc5.9
- ETYEaton Vance Tax-Managed Diversi5.9
- FINSFINS5.9
- GUTGabelli Utility Trust (The)5.9
- NPNeptune Insurance Holdings Inc.5.9
- OBTOrange County Bancorp, Inc.5.9
- TFCTruist Financial Corporation5.9
- TRMKTrustmark Corporation5.9
- VLYPPValley National Bancorp - 6.25%5.9
- WBSWebster Financial Corporation5.9
- WSBCWesBanco, Inc.5.9
- ASAASA Gold and Precious Metals L5.8
- BANRBanner Corporation5.8
- BBDCBarings BDC, Inc.5.8
- BNYThe Bank of New York Mellon Cor5.8
- CATYCathay General Bancorp5.8
- CTBICommunity Trust Bancorp, Inc.5.8
- DBDeutsche Bank AG5.8
- EOSEaton Vance Enhance Equity Inco5.8
- ESQEsquire Financial Holdings, Inc5.8
- ETBEaton Vance Tax-Managed Buy-Wri5.8
- EVREvercore Inc.5.8
- FIBKFirst Interstate BancSystem, In5.8
- HDBHDFC Bank Limited5.8
- MYIBlackrock MuniYield Quality Fun5.8
- PEOAdams Natural Resources Fund, I5.8
- PGRProgressive Corporation (The)5.8
- SSBSouthState Bank Corporation5.8
- TBBKThe Bancorp, Inc.5.8
- TCBKTriCo Bancshares5.8
- TRVThe Travelers Companies, Inc.5.8
- USCBUSCB Financial Holdings, Inc.5.8
- VKQInvesco Municipal Trust5.8
- ABCBAmeris Bancorp5.7
- AFGAmerican Financial Group, Inc.5.7
- BMOBank Of Montreal5.7
- FRMEFirst Merchants Corporation5.7
- HMNHorace Mann Educators Corporati5.7
- HWCHancock Whitney Corporation5.7
- ICEIntercontinental Exchange Inc.5.7
- INGING Group, N.V.5.7
- LKFNLakeland Financial Corporation5.7
- MSCIMSCI Inc.5.7
- NKXNuveen California AMT-Free Qual5.7
- NMCONMCO5.7
- PFGPrincipal Financial Group Inc5.7
- SPNTSiriusPoint Ltd.5.7
- UBSUBS Group AG Registered5.7
- UBSIUnited Bankshares, Inc.5.7
- UVSPUnivest Financial Corporation5.7
- VMOInvesco Municipal Opportunity T5.7
- CET110175.6
- ERIEErie Indemnity Company5.6
- FNBF.N.B. Corporation5.6
- HYTBlackrock Corporate High Yield 5.6
- IBNICICI Bank Limited5.6
- NRKNuveen New York AMT-Free Qualit5.6
- NXPNuveen Select Tax Free Income P5.6
- STBAS&T Bancorp, Inc.5.6
- TCBITexas Capital Bancshares, Inc.5.6
- UNTYUnity Bancorp, Inc.5.6
- VGMInvesco Trust for Investment Gr5.6
- CFRCullen/Frost Bankers, Inc.5.5
- CHICalamos Convertible Opportuniti5.5
- CMCanadian Imperial Bank of Comme5.5
- FHBFirst Hawaiian, Inc.5.5
- JPCNuveen Preferred & Income Oppor5.5
- OCSLOaktree Specialty Lending Corpo5.5
- TRSTTrustCo Bank Corp NY5.5
- IIMInvesco Value Municipal Income 5.4
- MKTXMarketAxess Holdings, Inc.5.4
- TFSLTFS Financial Corporation5.4
- BCALCalifornia BanCorp5.3
- CSQCalamos Strategic Total Return 5.3
- ALRSAlerus Financial Corporation5.2
- HTBHomeTrust Bancshares, Inc.5.1
- OWLBlue Owl Capital Inc.5.0
- HGTYHagerty, Inc.4.8
- MTCMMTec, Inc.4.1
- PBAMPrivate Bancorp of America, Inc6.3
- IONDIonic Digital Inc.5.4
- CARECarter Bankshares, Inc.7.1
- VINPVinci Compass Investments Ltd.6.9
- BMNRBitMine Immersion Technologies,6.8
- LIFEEthos Technologies Inc.6.8
- ORIOld Republic International Corp6.8
- UFCSUnited Fire Group, Inc6.8
- CZNCCitizens & Northern Corp6.7
- FGF&G Annuities & Life, Inc.6.7
- GSGoldman Sachs Group, Inc. (The)6.7
- JCAPJefferson Capital, Inc.6.7
- MPBMid Penn Bancorp6.7
- FSUNFirstSun Capital Bancorp6.6
- MRXMarex Group Limited6.6
- TOWNTowne Bank6.6
- UCBUnited Community Banks, Inc.6.6
- WFWoori Financial Group Inc.6.6
- AXSAxis Capital Holdings Limited6.5
- JEFJefferies Financial Group Inc.6.5
- MCOMoody's Corporation6.5
- NMRNomura Holdings Inc6.5
- AGMFederal Agricultural Mortgage C6.4
- GDOTGreen Dot Corporation6.4
- MFCManulife Financial Corporation6.4
- MORNMorningstar, Inc.6.4
- AGM-AFederal Agricultural Mortgage C6.3
- ASSTStrive, Inc.6.3
- NBHCNational Bank Holdings Corporat6.3
- TREELendingTree, Inc.6.3
- UPSTUpstart Holdings, Inc.6.3
- WDWalker & Dunlop, Inc6.3
- BMABanco Macro S.A.6.2
- CACCCredit Acceptance Corporation6.2
- GLGlobe Life Inc.6.2
- HOODRobinhood Markets, Inc.6.2
- IVZInvesco Ltd6.2
- MAMastercard Incorporated6.2
- MCBMetropolitan Bank Holding Corp.6.2
- OMFOneMain Holdings, Inc.6.2
- AFRMAffirm Holdings, Inc.6.1
- AIZAssurant, Inc.6.1
- BSACBanco Santander - Chile6.1
- BTGOBitGo Holdings, Inc.6.1
- EBCEastern Bankshares, Inc.6.1
- GEMIGemini Space Station, Inc.6.1
- IBKRInteractive Brokers Group, Inc.6.1
- MKLMarkel Group Inc.6.1
- ROOTRoot, Inc.6.1
- SNEXStoneX Group Inc.6.1
- WFCWells Fargo & Company6.1
- ABAllianceBernstein Holding L.P.6.0
- ARCCAres Capital Corporation6.0
- AXPAmerican Express Company6.0
- BURBurford Capital Limited6.0
- GBLIGlobal Indemnity Group, LLC6.0
- GNWGenworth Financial Inc6.0
- PFISPeoples Financial Services Corp6.0
- PFLTPennantPark Floating Rate Capit6.0
- SIGISelective Insurance Group, Inc.6.0
- STEPStepStone Group Inc.6.0
- WALWestern Alliance Bancorporation6.0
- DBRGDigitalBridge Group, Inc.5.9
- DPGDuff & Phelps Global Utility In5.9
- EGBNEagle Bancorp, Inc.5.9
- KLARKlarna Group plc5.9
- LAZLazard, Inc.5.9
- LOBLive Oak Bancshares, Inc.5.9
- NCDLNCDL5.9
- NPBNorthpointe Bancshares, Inc.5.9
- RMTRoyce Micro-Cap Trust, Inc.5.9
- XPXP Inc.5.9
- ABTCAmerican Bitcoin Corp.5.8
- AVALGrupo Aval Acciones y Valores S5.8
- BAMBrookfield Asset Management Inc5.8
- BBVABanco Bilbao Vizcaya Argentaria5.8
- BUIBlackRock Utility, Infrastructu5.8
- CSWCCapital Southwest Corporation5.8
- ETVEaton Vance Corporation Eaton V5.8
- METMetLife, Inc.5.8
- RYANRyan Specialty Holdings, Inc.5.8
- SPGIS&P Global Inc.5.8
- UNMUnum Group5.8
- VOYAVoya Financial, Inc.5.8
- WAFDWaFd, Inc.5.8
- BCXBlackRock Resources of Benefic5.7
- BWINThe Baldwin Insurance Group, In5.7
- CCAPCrescent Capital BDC, Inc.5.7
- CIBGrupo Cibest S.A.5.7
- FLGFlagstar Bank, N.A.5.7
- GOLDGold.com, Inc.5.7
- IGICInternational General Insurance5.7
- ITUBItau Unibanco Banco Holding SA5.7
- KBDCKayne Anderson BDC, Inc.5.7
- KRNYKearny Financial5.7
- MRSHMarsh5.7
- NDAQNasdaq, Inc.5.7
- NML15255.7
- OBDCBlue Owl Capital Corporation5.7
- OXLCOxford Lane Capital Corp.5.7
- SBSISouthside Bancshares, Inc.5.7
- TBLDThornburg Income Builder Opport5.7
- AROWArrow Financial Corporation5.6
- ASGIabrdn Global Infrastructure Inc5.6
- BSTZBlackRock Science and Technolog5.6
- BXSLBlackstone Secured Lending Fund5.6
- CBChubb Limited5.6
- CCDCalamos Dynamic Convertible & I5.6
- CRVLCorVel Corp.5.6
- ETOReToro Group Ltd.5.6
- EXGEaton Vance Tax-Managed Global 5.6
- FDSFactSet Research Systems Inc.5.6
- FPFFirst Trust Intermediate Durati5.6
- FSKFS KKR Capital Corp.5.6
- HOMBHome BancShares, Inc.5.6
- LDIloanDepot, Inc.5.6
- PTA2409055.6
- QQQXNuveen NASDAQ 100 Dynamic Overw5.6
- SLMSLM Corporation5.6
- ACGLOArch Capital Group Ltd. - Depos5.5
- ACICAmerican Coastal Insurance Corp5.5
- AJGArthur J. Gallagher & Co.5.5
- BBDBanco Bradesco Sa5.5
- BBNBlackRock Taxable Municipal Bon5.5
- BCATBCAT5.5
- BCHBanco De Chile5.5
- BITBlackRock Multi-Sector Income T5.5
- BMEZBlackRock Health Sciences Trust5.5
- BNBrookfield Corporation5.5
- CBCCentral Bancompany, Inc.5.5
- CBSHCommerce Bancshares, Inc.5.5
- CGThe Carlyle Group Inc.5.5
- CRD-BCrawford & Company5.5
- DGICADonegal Group, Inc.5.5
- DGICBDonegal Group, Inc.5.5
- EFSCEnterprise Financial Services C5.5
- EGEverest Group, Ltd.5.5
- EOIEaton Vance Enhance Equity Inco5.5
- FITBFifth Third Bancorp5.5
- GHYPGIM Global Short Duration High5.5
- GLXYGalaxy Digital Inc.5.5
- GOFGuggenheim Strategic Opportunit5.5
- GTENGores Holdings X, Inc.5.5
- HBNCHorizon Bancorp, Inc.5.5
- IGDVoya Global Equity Dividend and5.5
- IQIInvesco Quality Municipal Incom5.5
- LMNDLemonade, Inc.5.5
- LULufax Holding Ltd5.5
- MEGIMEGI5.5
- MUABlackrock MuniAssets Fund, Inc5.5
- MUJBlackrock MuniHoldings New Jers5.5
- NBXGNBXG5.5
- NMFCNew Mountain Finance Corporatio5.5
- PYPLPayPal Holdings, Inc.5.5
- STKColumbia Seligman Premium Techn5.5
- UTG532705.5
- AGBKAGI Inc5.4
- AVKAdvent Claymore Convertible Sec5.4
- BKUBankUnited, Inc.5.4
- BLXBladex, Inc. Class E5.4
- BSTBlackRock Science and Technolog5.4
- CHYCalamos Convertible and High In5.4
- CRD-ACrawford & Company5.4
- EMOClearBridge Energy Midstream Op5.4
- FFINFirst Financial Bankshares, Inc5.4
- FRHCFreedom Holding Corp.5.4
- GBDCGolub Capital BDC, Inc.5.4
- HBCPHome Bancorp, Inc.5.4
- HQHTekla Healthcare Investors5.4
- HUTHut 8 Corp.5.4
- JFRNuveen Floating Rate Income Fun5.4
- JQCNuveen Credit Strategies Income5.4
- LYGLloyds Banking Group Plc5.4
- MHDBlackrock MuniHoldings Fund, In5.4
- NMAINMAI5.4
- PCNPimco Corporate & Income Strate5.4
- PDOPDO5.4
- PLGOPelagos Insurance Capital Limit5.4
- QFINQfin Holdings, Inc.5.4
- RABrookfield Real Assets Income F5.4
- RNRRenaissanceRe Holdings Ltd.5.4
- SANBanco Santander, S.A. Sponsored5.4
- TFINTriumph Financial, Inc.5.4
- TPGTPG Inc.5.4
- UTFCohen & Steers Infrastructure F5.4
- WDIWDI5.4
- ACGLArch Capital Group Ltd.5.3
- AIOAllianzGI Artificial Intelligen5.3
- CASHPathward Financial, Inc.5.3
- COFSChoiceOne Financial Services, I5.3
- CRCLCircle Internet Group, Inc.5.3
- CXIIChurchill Capital Corp XII5.3
- DCOMDime Commercial Bancshares, Inc5.3
- DXYZDestiny Tech100 Inc.5.3
- ECATECAT5.3
- EIGEmployers Holdings Inc5.3
- EVNEaton Vance Municipal Income Tr5.3
- FSCOFSCO5.3
- FTHYFTHY5.3
- GLREGreenlight Reinsurance, Ltd.5.3
- HIVEHIVE Digital Technologies Ltd5.3
- HPSJohn Hancock Preferred Income F5.3
- KIOKKR Income Opportunities Fund5.3
- LLoews Corporation5.3
- LDPCohen & Steers Limited Duration5.3
- MQYBlackrock MuniYield Quality Fun5.3
- NAVINavient Corporation5.3
- NIEAllianzGI Equity & Convertible 5.3
- NMZNuveen Municipal High Income Op5.3
- NWAXNew America Acquisition I Corp.5.3
- PAXSPIMCO Access Income Fund5.3
- PDIPIMCO Dynamic Income Fund5.3
- PFBCPreferred Bank5.3
- PRCHPorch Group, Inc.5.3
- PTYPimco Corporate & Income Opport5.3
- PURRHyperliquid Strategies Inc5.3
- PWPPerella Weinberg Partners5.3
- RFRegions Financial Corporation5.3
- SAFTSafety Insurance Group, Inc.5.3
- STEWSTEW5.3
- USALiberty All-Star Equity Fund5.3
- WABCWestamerica Bancorporation5.3
- WRLDWorld Acceptance Corporation5.3
- AONAon plc5.2
- APXTApex Treasury Corporation5.2
- AWFAlliancebernstein Global High I5.2
- BBDOBanco Bradesco Sa5.2
- BMRCBank of Marin Bancorp5.2
- BTBTBit Digital, Inc.5.2
- CLBKColumbia Financial, Inc.5.2
- ETJEaton Vance Risk-Managed Divers5.2
- HPIJohn Hancock Preferred Income F5.2
- HTHHilltop Holdings Inc.5.2
- NADNuveen Quality Municipal Income5.2
- NBBNuveen Taxable Municipal Income5.2
- PRUPrudential Financial, Inc.5.2
- RBCAARepublic Bancorp, Inc.5.2
- TDToronto Dominion Bank (The)5.2
- TRUPTrupanion, Inc.5.2
- WASHWashington Trust Bancorp, Inc.5.2
- WRBW.R. Berkley Corporation5.2
- WTMWhite Mountains Insurance Group5.2
- BANCBanc of California, Inc.5.1
- BCSSBain Capital GSS Investment Cor5.1
- BSRRSierra Bancorp5.1
- BSVNBank7 Corp.5.1
- CCBGCapital City Bank Group5.1
- CHCOCity Holding Company5.1
- CHWCalamos Global Dynamic Income F5.1
- CNACNA Financial Corporation5.1
- CSHRCoinShares PLC5.1
- DFPFlaherty & Crumrine Dynamic Pre5.1
- DSUBlackrock Debt Strategies Fund,5.1
- EVV3161005.1
- FFCFlaherty & Crumrine Preferred S5.1
- GUGGUG5.1
- ISDPGIM Short Duration High Yield 5.1
- PBFSPioneer Bancorp, Inc.5.1
- PHKPimco High Income Fund Pimco Hi5.1
- STTState Street Corporation5.1
- VCVInvesco California Value Munici5.1
- ACPAberdeen Income Credit Strategi5.0
- ARESAres Management Corporation5.0
- BGBBlackstone / GSO Strategic Cred5.0
- EVACEQV Ventures Acquisition Corp. 5.0
- FRBAFirst Bank5.0
- IRENIREN LIMITED5.0
- KBONKarbon Capital Partners Corp.5.0
- MAASMaase Inc.5.0
- MBVIM3-Brigade Acquisition VI Corp.5.0
- MESHMeshflow Acquisition Corp.5.0
- MUCBlackrock MuniHoldings Californ5.0
- NVGNuveen AMT-Free Municipal Credi5.0
- THWTekla World Healthcare Fund Sha5.0
- AEXAAmerican Exceptionalism Acquisi4.9
- BBARBanco BBVA Argentina S.A.4.9
- CMECME Group Inc.4.9
- GSBCGreat Southern Bancorp, Inc.4.9
- HSBCHSBC Holdings, plc.4.9
- IEAGInfinite Eagle Acquisition Corp4.9
- NZFNuveen Municipal Credit Income 4.9
- OZKBank OZK4.9
- PDX1706044.9
- PFNPIMCO Income Strategy Fund II4.9
- PFSIPennyMac Financial Services, In4.9
- SLMBPSLM Corporation - Floating Rate4.9
- SLRCSLR Investment Corp.4.9
- THQTekla Healthcare Opportunies Fu4.9
- TIPTTiptree Inc.4.9
- AEGAegon Ltd. New York Registry Sh4.8
- BGRBlackRock Energy and Resources 4.8
- BTXBlackRock Technology and Privat4.8
- CCBCoastal Financial Corporation4.8
- CCXIChurchill Capital Corp XI4.8
- CRANCrane Harbor Acquisition Corp. 4.8
- DBCAD. Boral Acquisition I Corp.4.8
- EIM1004014.8
- EVTEaton Vance Tax Advantaged Divi4.8
- FAX5923144.8
- GCGRGeneral Catalyst Global Resilie4.8
- KRAQKRAKacquisition Corp4.8
- KRSPRice Acquisition Corporation 34.8
- MFICMidCap Financial Investment Cor4.8
- MMUWestern Asset Managed Municipal4.8
- NACNuveen California Quality Munic4.8
- NDMONDMO4.8
- VRTSVirtus Investment Partners, Inc4.8
- WUWestern Union Company (The)4.8
- APOApollo Global Management, Inc. 4.7
- CRAQCal Redwood Acquisition Corp.4.7
- HFROHighland Floating Rate Opportun4.7
- PWRLPowerlaw Corp.4.7
- RIOTRiot Platforms, Inc.4.7
- SFNCSimmons First National Corporat4.7
- TYGTortoise Energy Infrastructure 4.7
- BLWBlackrock Limited Duration Inco4.6
- BOTRoboStrategy, Inc.4.6
- BTZBlackRock Credit Allocation Inc4.6
- CRBGCorebridge Financial Inc.4.6
- NPACNew Providence Acquisition Corp4.6
- BTOJohn Hancock Financial Opportun4.5
- CLBRColombier Acquisition Corp. III4.5
- DLYDoubleLine Yield Opportunities 4.5
- KMPRKemper Corporation4.5
- RNPCohen & Steers Reit and Preferr4.5
- RVIRobinhood Ventures Fund I4.5
- SLFSun Life Financial Inc.4.5
- SUPVGrupo Supervielle S.A.4.5
- EQHEquitable Holdings, Inc.4.4
- VVRInvesco Senior Income Trust (D4.4
- BNTBrookfield Wealth Solutions Ltd4.3
- CLSKCleanSpark, Inc.4.3
- DMIIDrugs Made In America Acquisiti4.3
- DSLDoubleLine Income Solutions Fun4.3
- OXLCOOxford Lane Capital Corp. - Pre4.3
- AXGSolowin Holdings4.2
- COINCoinbase Global, Inc.4.2
- RQICohen & Steers Quality Income R4.2
- BHFAPBrighthouse Financial, Inc. - D4.1
- GGALGrupo Financiero Galicia S.A.4.1
- IGRCBRE Clarion Global Real Estate4.0
- MARAMARA Holdings, Inc.4.0
- XRPNArmada Acquisition Corp. II4.0
- BHFBrighthouse Financial, Inc.3.9
- KFIIK&F Growth Acquisition Corp. II3.9
- IFNIndia Fund, Inc. (The)3.8
- ANSCAgriculture & Natural Solutions3.2
Ideas Shortlist
Strong earnings beat streak (3/4)
High-quality business
Attractive valuation
High-quality business
Attractive valuation
Valuation Spread
Data as of 2026-08-07| Symbol | P/E (TTM) | P/E (Fwd) | Market Cap | Score |
|---|---|---|---|---|
| SII | 35.3x⚠ | 25.8x⚠ | $3.0B | 6.8 |
| GGN | 2.5x | — | $795M | 6.7 |
| GAM | 4.2x | — | $1.6B | 6.5 |
| ETG | 3.8x | — | $1.8B | 5.8 |
| TY | 7.3x | — | $1.9B | 5.8 |
| SLDE | 5.0x | 5.6x | $2.4B | 7.8 |
| HLNE | 17.2x | 13.7x | $6.7B | 7.6 |
| ASIC | 11.1x | 9.9x | $1.2B | 7.2 |
| FUTU | 12.0x | 9.0x | $15.5B | 7.2 |
| LCLN | — | 12.1x | $721M | 7.2 |
| AMG | 13.2x | 8.9x | $9.9B | 7.1 |
| HIPO | 7.0x | 9.2x | $853M | 7.1 |
| PIPR | 17.6x | 13.8x | $5.1B | 7.1 |
| ABX | 27.8x | 9.3x | $1.0B | 7.0 |
| INTR | 9.1x | 5.6x | $2.5B | 7.0 |
| IX | 15.9x | 3.5x | $44.9B | 7.0 |
| PAX | 25.8x | 7.4x | $1.8B | 7.0 |
| RJF | 15.7x | 12.7x | $34.7B | 7.0 |
| SF | 15.1x | 11.5x | $12.8B | 7.0 |
| VCTR | 22.5x | 12.2x | $6.3B | 7.0 |
| ATLC | 16.5x | 8.3x | $1.7B | 6.9 |
| BLK | 27.2x | 17.7x | $184.3B | 6.9 |
| BHRB | 13.0x | 8.5x | $1.5B | 6.8 |
| BX | 30.7x | 18.2x | $169.3B | 6.8 |
| CBOE | 22.2x | 18.7x | $29.7B | 6.8 |
| ENVA | 19.2x | 12.8x | $6.5B | 6.8 |
| FHI | 11.9x | 11.0x | $4.8B | 6.8 |
| HRTG | 4.6x | 6.4x | $915M | 6.8 |
| NMIH | 8.8x | 8.2x | $3.4B | 6.8 |
| NOAH | 7.5x | 5.4x | $568M | 6.8 |
| OBK | 21.3x | 12.6x | $1.7B | 6.8 |
| PJT | 23.3x | 19.2x | $11.4B | 6.8 |
| SEZL | 42.3x⚠ | 26.7x⚠ | $5.9B | 6.8 |
| TMP | 8.2x | 12.1x | $1.4B | 6.8 |
| WT | 40.8x⚠ | 17.0x | $3.3B | 6.8 |
| HOPE | 13.9x | 9.0x | $1.8B | 6.7 |
| LNC | 4.0x | 5.5x | $9.0B | 6.7 |
| VEL | 6.3x | 5.9x | $694M | 6.7 |
| XZO | 17.5x | 14.0x | $1.5B | 6.7 |
| CFFN | 14.0x | 11.7x | $1.1B | 6.6 |
| LPLA | 28.9x | 12.1x | $28.3B | 6.6 |
| MCY | 7.0x | 9.1x | $6.1B | 6.6 |
| NBN | 10.6x | 8.5x | $1.1B | 6.6 |
| NWBI | 15.5x | 11.0x | $2.3B | 6.6 |
| TCBX | 11.0x | 10.4x | $737M | 6.6 |
| VIRT | 9.5x | 8.4x | $5.2B | 6.6 |
| AOD | 4.1x | — | $1.1B | 6.5 |
| EWBC | 12.8x | 11.7x | $18.3B | 6.5 |
| HCI | 7.8x | 9.6x | $2.3B | 6.5 |
| JXN | 146.3x⚠ | 4.7x | $9.1B | 6.5 |
Sector P/E (TTM): median 13.0x, middle half of stocks between 9.7x and 18.6x — computed from the 634 tracked stocks with a positive trailing P/E. ⚠ = unusually extreme valuation vs. sector peers (statistical outlier, not a judgment).
Industries in this Sector
IndustryNDescription
Banks - Regional141Regional banks accept customer deposits and extend commercial, real estate, and consumer loans within…Asset Management108Asset management firms charge fees on client portfolios they manage, spanning equities, fixed income…Capital Markets39Capital Markets stocks include investment banks, brokers, exchanges, fintech platforms, and other financial…Insurance - Property & Casualty29Property & casualty insurers provide coverage for vehicles, homes, and commercial properties against damage…Credit Services28Credit Services companies extend credit cards and installment loans to consumers, earning revenue through…Banks - Diversified19Diversified banks provide a full suite of financial services—commercial lending, investment banking, wealth…Insurance - Life15Life insurers provide mortality protection and funding for retirement through annuities sold to individuals…Insurance - Diversified12Diversified insurers underwrite multiple types of insurance coverage—including property & casualty, life, and…Insurance Brokers11Insurance brokers are intermediaries that help businesses and individuals find and purchase insurance…Financial Data & Stock Exchanges10Financial data and exchange operators provide market infrastructure—data services, trading platforms, and…Insurance - Specialty10Specialty insurers underwrite non-standard risk—excess liability, cyber, professional indemnity—across…Insurance - Reinsurance4Reinsurers provide insurance to insurance companies, absorbing catastrophic risks including natural…Mortgage Finance4Mortgage Finance companies originate, service, or hold residential mortgages, earning income from lending…Financial Conglomerates3Financial Conglomerates are large diversified financial services firms operating across banking, insurance…Shell Companies1Shell companies are blank-check corporate entities created to acquire or merge with established operating…