Financial Services
717 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 | EVR | 7.4 | Buy Wait | $341.54 | -2.3% | ||
| 2 | SLDE | 7.4 | Buy Wait | $20.50 | +1.9% | ||
| 3 | PLBC | 7.3 | Buy Wait | $61.35 | -8.1% | ||
| 4 | FUTU | 7.2 | Buy Wait | $95.37 | +47.4% | ||
| 5 | MS | 7.1 | Buy Wait | $215.35 | -3.2% | ||
| 6 | VCTR | 7.1 | Buy Wait | $98.52 | -17.6% | ||
| 7 | ATLC | 7.0 | Buy Wait | $100.68 | +8.9% | ||
| 8 | ABX | 6.9 | Buy Wait | $10.36 | +18.3% | ||
| 9 | RBB | 6.9 | Buy Wait | $27.06 | -11.3% | ||
| 10 | RDN | 6.9 | Buy Wait | $39.38 | -0.6% | ||
| 11 | TW | 6.9 | Buy Wait | $99.90 | +11.8% | ||
| 12 | TWN | 6.9 | Buy Wait | $86.17 | +21.4% | ||
| 13 | FAF | 6.8 | Buy Wait | $73.03 | +2.2% | ||
| 14 | PLMR | 6.8 | Buy Wait | $135.44 | +3.5% | ||
| 15 | PNFP | 6.8 | Buy Wait | $101.05 | +5.2% | ||
| 16 | ALLY | 6.7 | Buy Wait | $45.64 | +6.7% | ||
| 17 | BFC | 6.6 | Buy Wait | $146.63 | -6.7% | ||
| 18 | BLK | 6.6 | Buy Wait | $1072.20 | +10.3% | ||
| 19 | GGN | 6.6 | Buy Wait | $4.78 | +4.7% | ||
| 20 | MCB | 6.6 | Buy Wait | $98.45 | -2.7% | ||
| 21 | MPB | 6.6 | Buy Wait | $35.44 | -10.9% | ||
| 22 | NPB | 6.6 | Buy Wait | $18.79 | -3.1% | ||
| 23 | SCHW | 6.6 | Buy Wait | $101.68 | +7.0% | ||
| 24 | SII | 6.6 | Buy Wait | $104.14 | +26.5% | ||
| 25 | TCBX | 6.6 | Buy Wait | $40.62 | -9.5% | ||
| 26 | BAP | 6.5 | Buy Wait | $390.58 | -12.0% | ||
| 27 | BHB | 6.5 | Buy Wait | $38.18 | -14.3% | ||
| 28 | HRTG | 6.5 | Buy Wait | $27.04 | +5.3% | ||
| 29 | KRNY | 6.5 | Buy Wait | $9.42 | -6.1% | ||
| 30 | LIFE | 6.5 | Buy Wait | $18.99 | +28.0% | ||
| 31 | PIPR | 6.5 | Buy Wait | $76.32 | -1.9% | ||
| 32 | SFST | 6.5 | Buy Wait | $62.20 | -9.1% | ||
| 33 | V | 6.5 | Buy Wait | $358.65 | +3.0% | ||
| 34 | CB | 6.4 | Buy Wait | $350.50 | -8.3% | ||
| 35 | CFG | 6.4 | Buy Wait | $72.60 | -1.5% | ||
| 36 | LAZ | 6.4 | Buy Wait | $43.16 | -2.2% | ||
| 37 | MBWM | 6.4 | Buy Wait | $57.80 | -9.7% | ||
| 38 | PJT | 6.4 | Buy Wait | $166.62 | -10.7% | ||
| 39 | SEZL | 6.4 | Buy Wait | $174.67 | -18.5% | ||
| 40 | XZO | 6.4 | Buy Wait | $16.10 | +37.3% | ||
| 41 | BFH | 6.3 | Buy Wait | $99.31 | -0.6% | ||
| 42 | ENVA | 6.3 | Buy Wait | $232.52 | -6.2% | ||
| 43 | FHI | 6.3 | Buy Wait | $58.69 | -14.9% | ||
| 44 | HCI | 6.3 | Buy Wait | $177.97 | +13.8% | ||
| 45 | MKTX | 6.3 | Buy Wait | $113.80 | +17.7% | ||
| 46 | NTRS | 6.3 | Buy Wait | $184.68 | -15.5% | ||
| 47 | SFBS | 6.3 | Buy Wait | $86.94 | -7.8% | ||
| 48 | THG | 6.3 | Buy Wait | $213.23 | -11.8% | ||
| 49 | CARE | 6.2 | Buy Wait | $33.35 | -28.6% | ||
| 50 | CTBI | 6.2 | Buy Wait | $74.93 | -7.7% | ||
Show all 717 stocks ▾
- MORNMorningstar, Inc.6.2
- OMFOneMain Holdings, Inc.6.2
- OPFIOppFi Inc.6.2
- BOWBowhead Specialty Holdings Inc.6.1
- GSHDGoosehead Insurance, Inc.6.1
- SYFSynchrony Financial6.1
- WALWestern Alliance Bancorporation6.1
- ALLAllstate Corporation (The)6.0
- APAMArtisan Partners Asset Manageme6.0
- BAMBrookfield Asset Management Inc6.0
- CACCCredit Acceptance Corporation6.0
- CBOECboe Global Markets, Inc.6.0
- CMECME Group Inc.6.0
- DCOMDime Commercial Bancshares, Inc6.0
- HTBHomeTrust Bancshares, Inc.6.0
- IBCPIndependent Bank Corporation6.0
- CLBKColumbia Financial, Inc.5.9
- GLGlobe Life Inc.5.8
- WRBW.R. Berkley Corporation5.8
- CASHPathward Financial, Inc.5.6
- FHBFirst Hawaiian, Inc.5.6
- HBCPHome Bancorp, Inc.5.6
- IBKRInteractive Brokers Group, Inc.5.6
- TYTri Continental Corporation5.6
- BKUBankUnited, Inc.5.5
- MRSHMarsh5.5
- PFBCPreferred Bank5.5
- SANBanco Santander, S.A. Sponsored5.4
- TRSTTrustCo Bank Corp NY5.4
- MCOMoody's Corporation5.3
- STBAS&T Bancorp, Inc.5.3
- OZKBank OZK5.2
- CCBGCapital City Bank Group5.1
- NPNeptune Insurance Holdings Inc.5.1
- RLIRLI Corp.5.1
- TREELendingTree, Inc.7.3
- BWFGBankwell Financial Group, Inc.7.1
- OTFBlue Owl Technology Finance Cor7.1
- PMLPimco Municipal Income Fund II 7.1
- VIRTVirtu Financial, Inc.7.1
- ASICAtegrity Specialty Insurance Co7.0
- BGCBGC Group, Inc.7.0
- COLBColumbia Banking System, Inc.7.0
- CUBICustomers Bancorp, Inc7.0
- FBKFB Financial Corporation7.0
- JPMJP Morgan Chase & Co.7.0
- LCLNLincoln International, Inc.7.0
- PCBPCB Bancorp7.0
- CCNECNB Financial Corporation6.9
- COFSChoiceOne Financial Services, I6.9
- INDBIndependent Bank Corp.6.9
- ONBOld National Bancorp6.9
- TIGRUP Fintech Holding Limited6.9
- AMPAmeriprise Financial, Inc.6.8
- AROWArrow Financial Corporation6.8
- BACBank of America Corporation6.8
- BWBBridgewater Bancshares, Inc.6.8
- GABCGerman American Bancorp, Inc.6.8
- HLNEHamilton Lane Incorporated6.8
- IFSIntercorp Financial Services In6.8
- ITICInvestors Title Company6.8
- IXORIX Corporation6.8
- NBNNortheast Bank6.8
- NOAHNoah Holdings Limited6.8
- SSBSouthState Bank Corporation6.8
- VLYValley National Bancorp6.8
- WIWWestern Asset Inflation-Linked 6.8
- AODAberdeen Total Dynamic Dividend6.7
- AUBAtlantic Union Bankshares Corpo6.7
- BHKBlackrock Core Bond Trust Black6.7
- BROBrown & Brown, Inc.6.7
- CNOBConnectOne Bancorp, Inc.6.7
- ETOEaton Vance Tax-Advantage Globa6.7
- MCBSMetroCity Bankshares, Inc.6.7
- MFGMizuho Financial Group, Inc. Sp6.7
- MRXMarex Group Limited6.7
- NBHCNational Bank Holdings Corporat6.7
- ORIOld Republic International Corp6.7
- RVTRoyce Value Trust, Inc.6.7
- SPFISouth Plains Financial, Inc.6.7
- ACGLArch Capital Group Ltd.6.6
- CLMCornerstone Strategic Value Fd6.6
- EZPWEZCORP, Inc.6.6
- FHNFirst Horizon Corporation6.6
- FSBCFive Star Bancorp6.6
- GABGabelli Equity Trust, Inc. (The6.6
- GLADGladstone Capital Corporation6.6
- ICEIntercontinental Exchange Inc.6.6
- INTRInter & Co. Inc.6.6
- NEANuveen AMT-Free Quality Municip6.6
- NICNicolet Bankshares Inc.6.6
- PDLBPonce Financial Group, Inc.6.6
- PUKPrudential Public Limited Compa6.6
- SEICSEI Investments Company6.6
- ACGLOArch Capital Group Ltd. - Depos6.5
- AXAxos Financial, Inc.6.5
- BOHBank of Hawaii Corporation6.5
- BPOPPopular, Inc.6.5
- BUSEFirst Busey Corporation6.5
- CACCamden National Corporation6.5
- CRF331386.5
- FFBCFirst Financial Bancorp.6.5
- FINVFinVolution Group6.5
- GAMGeneral American Investors, Inc6.5
- GCBCGreene County Bancorp, Inc.6.5
- GDVGabelli Dividend & Income Trust6.5
- HLIHoulihan Lokey, Inc.6.5
- HTDJohn Hancock Tax Advantaged Div6.5
- ISTRInvestar Holding Corporation6.5
- LOBLive Oak Bancshares, Inc.6.5
- MCYMercury General Corporation6.5
- NUNu Holdings Ltd.6.5
- OBTOrange County Bancorp, Inc.6.5
- PNCPNC Financial Services Group, I6.5
- SFStifel Financial Corporation6.5
- SPNTSiriusPoint Ltd.6.5
- TMPTompkins Financial Corporation6.5
- TOWNTowne Bank6.5
- UFCSUnited Fire Group, Inc6.5
- WDHWaterdrop Inc.6.5
- WTBAWest Bancorporation6.5
- ZIONZions Bancorporation N.A.6.5
- AXSAxis Capital Holdings Limited6.4
- CIIBlackRock Enhanced Large Cap Co6.4
- ETWEaton Vance Corporation Eaton V6.4
- EWBCEast West Bancorp, Inc.6.4
- FBPFirst BanCorp. New6.4
- FFAFirst Trust Enhanced Equity Inc6.4
- FMNBFarmers National Banc Corp.6.4
- GBCIGlacier Bancorp, Inc.6.4
- HAPNHappen, Inc.6.4
- HTGCHercules Capital, Inc.6.4
- KEYKeyCorp6.4
- MBINMerchants Bancorp6.4
- MCMoelis & Company6.4
- MSCIMSCI Inc.6.4
- NBBKNB Bancorp, Inc.6.4
- NBTBNBT Bancorp Inc.6.4
- NMIHNMI Holdings Inc6.4
- QCRHQCR Holdings, Inc.6.4
- RKTRocket Companies, Inc.6.4
- STCStewart Information Services Co6.4
- TCBITexas Capital Bancshares, Inc.6.4
- UBSIUnited Bankshares, Inc.6.4
- VLYPOValley National Bancorp - 5.5% 6.4
- WSBCWesBanco, Inc.6.4
- WSFSWSFS Financial Corporation6.4
- WTFCWintrust Financial Corporation6.4
- WTWWillis Towers Watson Public Lim6.4
- ACNBACNB Corporation6.3
- AMGAffiliated Managers Group, Inc.6.3
- ARXAccelerant Holdings6.3
- BANRBanner Corporation6.3
- BYByline Bancorp, Inc.6.3
- CCitigroup, Inc.6.3
- CBANColony Bankcorp, Inc.6.3
- CET110176.3
- CFFNCapitol Federal Financial, Inc.6.3
- CIVBCivista Bancshares, Inc.6.3
- CWBCCommunity West Bancshares6.3
- EQBKEquity Bancshares, Inc.6.3
- FCFSFirstCash Holdings, Inc.6.3
- FISIFinancial Institutions, Inc.6.3
- HBTHBT Financial, Inc.6.3
- HFWAHeritage Financial Corporation6.3
- LKFNLakeland Financial Corporation6.3
- NEWTNewtekOne, Inc.6.3
- NFJAllianzGI NFJ Dividend, Interes6.3
- NUVNuveen Municipal Value Fund, In6.3
- OFGOFG Bancorp6.3
- PBProsperity Bancshares, Inc.6.3
- PFSProvident Financial Services, I6.3
- PRIPrimerica, Inc.6.3
- RJFRaymond James Financial, Inc.6.3
- RNRRenaissanceRe Holdings Ltd.6.3
- RRBIRed River Bancshares, Inc.6.3
- SHBIShore Bancshares, Inc.6.3
- TRINTrinity Capital Inc.6.3
- TRUTransUnion6.3
- TRVThe Travelers Companies, Inc.6.3
- UCBUnited Community Banks, Inc.6.3
- ABCBAmeris Bancorp6.2
- AIZAssurant, Inc.6.2
- BANCBanc of California, Inc.6.2
- BENFranklin Resources, Inc.6.2
- BNYThe Bank of New York Mellon Cor6.2
- BSRRSierra Bancorp6.2
- DNPDNP Select Income Fund, Inc.6.2
- EMDWestern Asset Emerging Markets 6.2
- FMAOFarmers & Merchants Bancorp, In6.2
- HIPOHippo Holdings Inc.6.2
- HQLTeklaLife Sciences Investors6.2
- KBKB Financial Group Inc6.2
- LNCLincoln National Corporation6.2
- LPLALPL Financial Holdings Inc.6.2
- NADNuveen Quality Municipal Income6.2
- NWBINorthwest Bancshares, Inc.6.2
- RPCRidgepost Capital, Inc.6.2
- SKWDSkyward Specialty Insurance Gro6.2
- SOFISoFi Technologies, Inc.6.2
- SPGIS&P Global Inc.6.2
- TFCTruist Financial Corporation6.2
- VLYPPValley National Bancorp - 6.25%6.2
- AAMIAcadian Asset Management Inc.6.1
- AIGAmerican International Group, I6.1
- ALRSAlerus Financial Corporation6.1
- AMTBAmerant Bancorp Inc.6.1
- ASBAssociated Banc-Corp6.1
- BOEBlackrock Enhanced Global Divid6.1
- BRK-BBerkshire Hathaway Inc. New6.1
- CATYCathay General Bancorp6.1
- FBIZFirst Business Financial Servic6.1
- FBNCFirst Bancorp6.1
- FDUSFidus Investment Corporation6.1
- HGHamilton Insurance Group, Ltd.6.1
- OSBCOld Second Bancorp, Inc.6.1
- PRKPark National Corporation6.1
- PSECProspect Capital Corporation6.1
- UBSUBS Group AG Registered6.1
- USBU.S. Bancorp6.1
- VBNKVersaBank6.1
- ADXAdams Diversified Equity Fund I6.0
- AJGArthur J. Gallagher & Co.6.0
- AONAon plc6.0
- ASAASA Gold and Precious Metals L6.0
- BMEBlackrock Health Sciences Trust6.0
- BSACBanco Santander - Chile6.0
- CBKCommercial Bancgroup, Inc.6.0
- EFSCEnterprise Financial Services C6.0
- ESNTEssent Group Ltd.6.0
- FCNCAFirst Citizens BancShares, Inc.6.0
- FMBHFirst Mid Bancshares, Inc.6.0
- FNBF.N.B. Corporation6.0
- HAFCHanmi Financial Corporation6.0
- IBNICICI Bank Limited6.0
- NPFDNPFD6.0
- NTBBank of N.T. Butterfield & Son 6.0
- PDTJohn Hancock Premium Dividend F6.0
- TCBKTriCo Bancshares6.0
- BHRBBurke & Herbert Financial Servi5.9
- CCBCoastal Financial Corporation5.9
- ECCEagle Point Credit Company Inc.5.9
- ETBEaton Vance Tax-Managed Buy-Wri5.9
- FCBCFirst Community Bankshares, Inc5.9
- GUTGabelli Utility Trust (The)5.9
- HBANHuntington Bancshares Incorpora5.9
- MIAXMiami International Holdings, I5.9
- MTBM&T Bank Corporation5.9
- PSPershing Square Inc.5.9
- RYANRyan Specialty Holdings, Inc.5.9
- SHGShinhan Financial Group Co Ltd5.9
- SMBKSmartFinancial, Inc.5.9
- BFSTBusiness First Bancshares, Inc.5.8
- BNSBank Nova Scotia Halifax Pfd 35.8
- BXBlackstone Inc.5.8
- ESQEsquire Financial Holdings, Inc5.8
- FRMEFirst Merchants Corporation5.8
- HOMBHome BancShares, Inc.5.8
- JPCNuveen Preferred & Income Oppor5.8
- KNSLKinsale Capital Group, Inc.5.8
- OBKOrigin Bancorp, Inc.5.8
- OWLBlue Owl Capital Inc.5.8
- RFRegions Financial Corporation5.8
- RYRoyal Bank Of Canada5.8
- TROWT. Rowe Price Group, Inc.5.8
- WBSWebster Financial Corporation5.8
- AFGAmerican Financial Group, Inc.5.7
- BDJBlackrock Enhanced Equity Divid5.7
- BGYBlackrock Enhanced Internationa5.7
- BMOBank Of Montreal5.7
- CMCanadian Imperial Bank of Comme5.7
- EOSEaton Vance Enhance Equity Inco5.7
- ETYEaton Vance Tax-Managed Diversi5.7
- FINSFINS5.7
- FULTFulton Financial Corporation5.7
- HWCHancock Whitney Corporation5.7
- ITUBItau Unibanco Banco Holding SA5.7
- KYNKayne Anderson MLP/Midstream In5.7
- LYGLloyds Banking Group Plc5.7
- MYIBlackrock MuniYield Quality Fun5.7
- NKXNuveen California AMT-Free Qual5.7
- PEBOPeoples Bancorp Inc.5.7
- SIGISelective Insurance Group, Inc.5.7
- SMBCSouthern Missouri Bancorp, Inc.5.7
- UVSPUnivest Financial Corporation5.7
- VMOInvesco Municipal Opportunity T5.7
- WAFDWaFd, Inc.5.7
- BLXBladex, Inc. Class E5.6
- BSVNBank7 Corp.5.6
- BTTBlackRock Municipal 2030 Target5.6
- CBSHCommerce Bancshares, Inc.5.6
- CFRCullen/Frost Bankers, Inc.5.6
- CNOCNO Financial Group, Inc.5.6
- ETGEaton Vance Tax-Advantaged Glob5.6
- FIBKFirst Interstate BancSystem, In5.6
- HMNHorace Mann Educators Corporati5.6
- IGICInternational General Insurance5.6
- NMCONMCO5.6
- NRKNuveen New York AMT-Free Qualit5.6
- NWGNatWest Group plc5.6
- PGRProgressive Corporation (The)5.6
- PYPLPayPal Holdings, Inc.5.6
- VKI92685.6
- VKQInvesco Municipal Trust5.6
- VRTSVirtus Investment Partners, Inc5.6
- ACTEnact Holdings, Inc.5.5
- CHCOCity Holding Company5.5
- IBOCInternational Bancshares Corpor5.5
- MUABlackrock MuniAssets Fund, Inc5.5
- QFINQfin Holdings, Inc.5.5
- SRCE1st Source Corporation5.5
- UNTYUnity Bancorp, Inc.5.5
- FDSFactSet Research Systems Inc.5.4
- WABCWestamerica Bancorporation5.4
- AMALAmalgamated Financial Corp.5.3
- SDHYSDHY5.3
- STTState Street Corporation5.3
- CSQCalamos Strategic Total Return 5.2
- JXNJackson Financial Inc.5.1
- WASHWashington Trust Bancorp, Inc.4.9
- LEODreyfus Strategic Municipals, I4.7
- HGTYHagerty, Inc.4.6
- HTTHigh Templar Tech Limited4.5
- CCIXChurchill Capital Corp IX3.4
- GCGRGeneral Catalyst Global Resilie4.6
- GSGoldman Sachs Group, Inc. (The)7.1
- BMNRBitMine Immersion Technologies,6.9
- PAXPatria Investments Limited6.9
- HIGThe Hartford Insurance Group, I6.8
- VINPVinci Compass Investments Ltd.6.8
- AFLAFLAC Incorporated6.7
- ECPGEncore Capital Group Inc6.7
- FGF&G Annuities & Life, Inc.6.7
- RNSTRenasant Corporation6.7
- HIFSHingham Institution for Savings6.6
- JCAPJefferson Capital, Inc.6.6
- ALTIAlTi Global, Inc.6.5
- BTGOBitGo Holdings, Inc.6.5
- FIGRFigure Technology Solutions, In6.5
- GDOTGreen Dot Corporation6.5
- JEFJefferies Financial Group Inc.6.5
- MCHBMechanics Bancorp6.5
- MFCManulife Financial Corporation6.5
- WTWisdomTree, Inc.6.5
- BBTBeacon Financial Corporation6.4
- CGBDCarlyle Secured Lending, Inc.6.4
- FNFFidelity National Financial, In6.4
- PGCPeapack-Gladstone Financial Cor6.4
- UWMCUWM Holdings Corporation6.4
- VELVelocity Financial, Inc.6.4
- IVZInvesco Ltd6.3
- STEPStepStone Group Inc.6.3
- ASSTStrive, Inc.6.2
- AVALGrupo Aval Acciones y Valores S6.2
- AXPAmerican Express Company6.2
- FSUNFirstSun Capital Bancorp6.2
- GCMGGCM Grosvenor Inc.6.2
- MAMastercard Incorporated6.2
- NFBKNorthfield Bancorp, Inc.6.2
- VOYAVoya Financial, Inc.6.2
- WDWalker & Dunlop, Inc6.2
- WFWoori Financial Group Inc.6.2
- BMABanco Macro S.A.6.1
- CNSCohen & Steers Inc6.1
- EBCEastern Bankshares, Inc.6.1
- EGEverest Group, Ltd.6.1
- GNWGenworth Financial Inc6.1
- HOPEHope Bancorp, Inc.6.1
- NDAQNasdaq, Inc.6.1
- PFISPeoples Financial Services Corp6.1
- PFLTPennantPark Floating Rate Capit6.1
- PRAAPRA Group, Inc.6.1
- SBETSharpLink, Inc.6.1
- UVEUNIVERSAL INSURANCE HOLDINGS IN6.1
- ABAllianceBernstein Holding L.P.6.0
- ARESAres Management Corporation6.0
- BETRBetter Home & Finance Holding C6.0
- CPFCentral Pacific Financial Corp 6.0
- GEMIGemini Space Station, Inc.6.0
- HBNCHorizon Bancorp, Inc.6.0
- NMRNomura Holdings Inc6.0
- RGAReinsurance Group of America, I6.0
- ROOTRoot, Inc.6.0
- TSLXSixth Street Specialty Lending,6.0
- ARCCAres Capital Corporation5.9
- BUIBlackRock Utility, Infrastructu5.9
- BURBurford Capital Limited5.9
- CCAPCrescent Capital BDC, Inc.5.9
- FLGFlagstar Bank, N.A.5.9
- MSBIMidland States Bancorp, Inc.5.9
- RMTRoyce Micro-Cap Trust, Inc.5.9
- SNEXStoneX Group Inc.5.9
- UPSTUpstart Holdings, Inc.5.9
- WFCWells Fargo & Company5.9
- XPXP Inc.5.9
- ABTCAmerican Bitcoin Corp.5.8
- AFRMAffirm Holdings, Inc.5.8
- AGMFederal Agricultural Mortgage C5.8
- CBNKCapital Bancorp, Inc.5.8
- CBUCommunity Financial System, Inc5.8
- CIBGrupo Cibest S.A.5.8
- COFCapital One Financial Corporati5.8
- DBRGDigitalBridge Group, Inc.5.8
- DPGDuff & Phelps Global Utility In5.8
- EGBNEagle Bancorp, Inc.5.8
- ETVEaton Vance Corporation Eaton V5.8
- FCFFirst5.8
- NCDLNCDL5.8
- OPYOppenheimer Holdings, Inc.5.8
- ASGIabrdn Global Infrastructure Inc5.7
- BRK-ABerkshire Hathaway Inc.5.7
- BXSLBlackstone Secured Lending Fund5.7
- CSWCCapital Southwest Corporation5.7
- ETOReToro Group Ltd.5.7
- FRHCFreedom Holding Corp.5.7
- GBFHGBank Financial Holdings Inc.5.7
- KLARKlarna Group plc5.7
- METMetLife, Inc.5.7
- OXLCOxford Lane Capital Corp.5.7
- SBSISouthside Bancshares, Inc.5.7
- SLMSLM Corporation5.7
- TBBKThe Bancorp, Inc.5.7
- TBLDThornburg Income Builder Opport5.7
- UNMUnum Group5.7
- BBDCBarings BDC, Inc.5.6
- BBVABanco Bilbao Vizcaya Argentaria5.6
- BCATBCAT5.6
- BCHBanco De Chile5.6
- BCXBlackRock Resources of Benefic5.6
- BMEZBlackRock Health Sciences Trust5.6
- CNACNA Financial Corporation5.6
- EOIEaton Vance Enhance Equity Inco5.6
- FSCOFSCO5.6
- GBDCGolub Capital BDC, Inc.5.6
- GOFGuggenheim Strategic Opportunit5.6
- GSBDGoldman Sachs BDC, Inc.5.6
- HQHTekla Healthcare Investors5.6
- IGDVoya Global Equity Dividend and5.6
- KBDCKayne Anderson BDC, Inc.5.6
- NBXGNBXG5.6
- NMFCNew Mountain Finance Corporatio5.6
- NRIMNorthrim BanCorp Inc5.6
- OCSLOaktree Specialty Lending Corpo5.6
- SAFTSafety Insurance Group, Inc.5.6
- SYBTStock Yards Bancorp, Inc.5.6
- TRMKTrustmark Corporation5.6
- BMRCBank of Marin Bancorp5.5
- BWINThe Baldwin Insurance Group, In5.5
- CCDCalamos Dynamic Convertible & I5.5
- CHICalamos Convertible Opportuniti5.5
- CHYCalamos Convertible and High In5.5
- EXGEaton Vance Tax-Managed Global 5.5
- FPFFirst Trust Intermediate Durati5.5
- GLREGreenlight Reinsurance, Ltd.5.5
- HIVEHIVE Digital Technologies Ltd5.5
- HYTBlackrock Corporate High Yield 5.5
- IIMInvesco Value Municipal Income 5.5
- INGING Group, N.V.5.5
- KIOKKR Income Opportunities Fund5.5
- LDPCohen & Steers Limited Duration5.5
- MSDLMSDL5.5
- MUFGMitsubishi UFJ Financial Group,5.5
- NMAINMAI5.5
- NMZNuveen Municipal High Income Op5.5
- NXPNuveen Select Tax Free Income P5.5
- PDOPDO5.5
- QQQXNuveen NASDAQ 100 Dynamic Overw5.5
- TMSTeamshares Inc.5.5
- WRLDWorld Acceptance Corporation5.5
- ACICAmerican Coastal Insurance Corp5.4
- AGBKAGI Inc5.4
- AVKAdvent Claymore Convertible Sec5.4
- BBDBanco Bradesco Sa5.4
- BBDOBanco Bradesco Sa5.4
- BITBlackRock Multi-Sector Income T5.4
- BNBrookfield Corporation5.4
- BSTZBlackRock Science and Technolog5.4
- CBCCentral Bancompany, Inc.5.4
- CNCKCoincheck Group N.V.5.4
- CRD-BCrawford & Company5.4
- DBDeutsche Bank AG5.4
- ERIEErie Indemnity Company5.4
- FFINFirst Financial Bankshares, Inc5.4
- FITBFifth Third Bancorp5.4
- FSKFS KKR Capital Corp.5.4
- FTHYFTHY5.4
- GHYPGIM Global Short Duration High5.4
- GOLDGold.com, Inc.5.4
- HPSJohn Hancock Preferred Income F5.4
- IQIInvesco Quality Municipal Incom5.4
- JFRNuveen Floating Rate Income Fun5.4
- JQCNuveen Credit Strategies Income5.4
- LULufax Holding Ltd5.4
- MAASMaase Inc.5.4
- MTGMGIC Investment Corporation5.4
- OBDCBlue Owl Capital Corporation5.4
- RABrookfield Real Assets Income F5.4
- THWTekla World Healthcare Fund Sha5.4
- UTFCohen & Steers Infrastructure F5.4
- UTG532705.4
- APXTApex Treasury Corporation5.3
- BCSSBain Capital GSS Investment Cor5.3
- BSTBlackRock Science and Technolog5.3
- CGThe Carlyle Group Inc.5.3
- CRCLCircle Internet Group, Inc.5.3
- ETJEaton Vance Risk-Managed Divers5.3
- GLXYGalaxy Digital Inc.5.3
- GUGGUG5.3
- HSBCHSBC Holdings, plc.5.3
- LDIloanDepot, Inc.5.3
- NIEAllianzGI Equity & Convertible 5.3
- NZFNuveen Municipal Credit Income 5.3
- OCFCOceanFirst Financial Corp.5.3
- PCNPimco Corporate & Income Strate5.3
- PHKPimco High Income Fund Pimco Hi5.3
- PLGOPelagos Insurance Capital Limit5.3
- PTA2409055.3
- TIPTTiptree Inc.5.3
- TPGTPG Inc.5.3
- USALiberty All-Star Equity Fund5.3
- VGMInvesco Trust for Investment Gr5.3
- WDIWDI5.3
- AEGAegon Ltd. New York Registry Sh5.2
- AIOAllianzGI Artificial Intelligen5.2
- BCARD. Boral ARC Acquisition I Corp5.2
- BCSBarclays PLC5.2
- BTBTBit Digital, Inc.5.2
- CHWCalamos Global Dynamic Income F5.2
- CXIIChurchill Capital Corp XII5.2
- CZNCCitizens & Northern Corp5.2
- DXYZDestiny Tech100 Inc.5.2
- HOODRobinhood Markets, Inc.5.2
- LMNDLemonade, Inc.5.2
- MEGIMEGI5.2
- MQYBlackrock MuniYield Quality Fun5.2
- MUJBlackrock MuniHoldings New Jers5.2
- NAVINavient Corporation5.2
- NNINelnet, Inc.5.2
- PAXSPIMCO Access Income Fund5.2
- PRUPrudential Financial, Inc.5.2
- PTYPimco Corporate & Income Opport5.2
- PURRHyperliquid Strategies Inc5.2
- SMFGSumitomo Mitsui Financial Group5.2
- STKColumbia Seligman Premium Techn5.2
- VCVInvesco California Value Munici5.2
- AEXAAmerican Exceptionalism Acquisi5.1
- AWFAlliancebernstein Global High I5.1
- BBNBlackRock Taxable Municipal Bon5.1
- BSBRBanco Santander Brasil SA5.1
- DFPFlaherty & Crumrine Dynamic Pre5.1
- DSUBlackrock Debt Strategies Fund,5.1
- ECATECAT5.1
- EIM1004015.1
- HDBHDFC Bank Limited5.1
- HPIJohn Hancock Preferred Income F5.1
- MAINMain Street Capital Corporation5.1
- MBVIM3-Brigade Acquisition VI Corp.5.1
- MHDBlackrock MuniHoldings Fund, In5.1
- NVGNuveen AMT-Free Municipal Credi5.1
- NWAXNew America Acquisition I Corp.5.1
- PDIPIMCO Dynamic Income Fund5.1
- PFGPrincipal Financial Group Inc5.1
- STEWSTEW5.1
- TDToronto Dominion Bank (The)5.1
- TFINTriumph Financial, Inc.5.1
- ACPAberdeen Income Credit Strategi5.0
- CRD-ACrawford & Company5.0
- DGICADonegal Group, Inc.5.0
- EVACEQV Ventures Acquisition Corp. 5.0
- GAINGladstone Investment Corporatio5.0
- GSBCGreat Southern Bancorp, Inc.5.0
- HUTHut 8 Corp.5.0
- ISDPGIM Short Duration High Yield 5.0
- KKRKKR & Co. Inc.5.0
- NBBNuveen Taxable Municipal Income5.0
- PEOAdams Natural Resources Fund, I5.0
- PFNPIMCO Income Strategy Fund II5.0
- PRCHPorch Group, Inc.5.0
- SLRCSLR Investment Corp.5.0
- TRUPTrupanion, Inc.5.0
- WUWestern Union Company (The)5.0
- AGOAssured Guaranty Ltd.4.9
- APOApollo Global Management, Inc. 4.9
- BBARBanco BBVA Argentina S.A.4.9
- BCALCalifornia BanCorp4.9
- CRVLCorVel Corp.4.9
- CSHRCoinShares PLC4.9
- EVV3161004.9
- FAX5923144.9
- FFCFlaherty & Crumrine Preferred S4.9
- KRAQKRAKacquisition Corp4.9
- KRSPRice Acquisition Corporation 34.9
- NDMONDMO4.9
- PBFSPioneer Bancorp, Inc.4.9
- PDX1706044.9
- PFSIPennyMac Financial Services, In4.9
- TYGTortoise Energy Infrastructure 4.9
- AXGSolowin Holdings4.8
- BLWBlackrock Limited Duration Inco4.8
- BTXBlackRock Technology and Privat4.8
- CRAQCal Redwood Acquisition Corp.4.8
- CRBGCorebridge Financial Inc.4.8
- EIGEmployers Holdings Inc4.8
- EMOClearBridge Energy Midstream Op4.8
- FRBAFirst Bank4.8
- HTHHilltop Holdings Inc.4.8
- IACOIdea Acquisition Corp.4.8
- IEAGInfinite Eagle Acquisition Corp4.8
- KBONKarbon Capital Partners Corp.4.8
- MESHMeshflow Acquisition Corp.4.8
- MFICMidCap Financial Investment Cor4.8
- NACNuveen California Quality Munic4.8
- RBCAARepublic Bancorp, Inc.4.8
- SFNCSimmons First National Corporat4.8
- SLMBPSLM Corporation - Floating Rate4.8
- WTMWhite Mountains Insurance Group4.8
- XXITwenty One Capital, Inc.4.8
- BGBBlackstone / GSO Strategic Cred4.7
- CRANCrane Harbor Acquisition Corp. 4.7
- DLYDoubleLine Yield Opportunities 4.7
- EVTEaton Vance Tax Advantaged Divi4.7
- IRENIREN LIMITED4.7
- MUCBlackrock MuniHoldings Californ4.7
- SLFSun Life Financial Inc.4.7
- SUPVGrupo Supervielle S.A.4.7
- THQTekla Healthcare Opportunies Fu4.7
- CLBRColombier Acquisition Corp. III4.6
- DBCAD. Boral Acquisition I Corp.4.6
- HASIHA Sustainable Infrastructure C4.6
- HFROHighland Floating Rate Opportun4.6
- LLoews Corporation4.6
- OIOOIO Group4.6
- VVRInvesco Senior Income Trust (D4.6
- BTOJohn Hancock Financial Opportun4.5
- BTZBlackRock Credit Allocation Inc4.5
- CCXIChurchill Capital Corp XI4.5
- DSLDoubleLine Income Solutions Fun4.5
- PWRLPowerlaw Corp.4.5
- RIOTRiot Platforms, Inc.4.5
- TFSLTFS Financial Corporation4.5
- BNTBrookfield Wealth Solutions Ltd4.4
- CLSKCleanSpark, Inc.4.4
- COINCoinbase Global, Inc.4.4
- DGICBDonegal Group, Inc.4.4
- DMIIDrugs Made In America Acquisiti4.4
- EVNEaton Vance Municipal Income Tr4.4
- MKLMarkel Group Inc.4.4
- MMUWestern Asset Managed Municipal4.4
- BHFAPBrighthouse Financial, Inc. - D4.3
- EQHEquitable Holdings, Inc.4.3
- PWPPerella Weinberg Partners4.3
- RNPCohen & Steers Reit and Preferr4.3
- RQICohen & Steers Quality Income R4.3
- RVIRobinhood Ventures Fund I4.3
- BOTRoboStrategy, Inc.4.2
- GTENGores Holdings X, Inc.4.2
- KMPRKemper Corporation4.2
- BHFBrighthouse Financial, Inc.4.1
- IGRCBRE Clarion Global Real Estate4.1
- KFIIK&F Growth Acquisition Corp. II4.1
- MARAMARA Holdings, Inc.4.1
- OXLCOOxford Lane Capital Corp. - Pre4.1
- GGALGrupo Financiero Galicia S.A.4.0
- IFNIndia Fund, Inc. (The)3.9
- NML15253.9
- XRPNArmada Acquisition Corp. II3.9
- ANSCAgriculture & Natural Solutions3.6
Ideas Shortlist
Strong earnings beat streak (4/4)
Strong earnings beat streak (4/4)
Strong earnings beat streak (4/4)
Strong earnings beat streak (3/4)
Strong earnings beat streak (4/4)
Valuation Spread
Data as of 2026-07-19| Symbol | P/E (TTM) | P/E (Fwd) | Market Cap | Score |
|---|---|---|---|---|
| EVR | 19.2x | 14.7x | $13.2B | 7.4 |
| SLDE | 5.6x | 5.8x | $2.3B | 7.4 |
| PLBC | 12.1x | 10.5x | $427M | 7.3 |
| FUTU | 10.5x | 7.8x | $13.3B | 7.2 |
| MS | 17.4x | 16.0x | $338.8B | 7.1 |
| VCTR | 22.1x | 12.2x | $6.2B | 7.1 |
| ATLC | 15.0x | 7.5x | $1.5B | 7.0 |
| ABX | 27.3x | 9.1x | $994M | 6.9 |
| RBB | 11.5x | 10.7x | $458M | 6.9 |
| RDN | 9.2x | 7.2x | $5.2B | 6.9 |
| TW | 24.7x | 21.7x⚠ | $21.8B | 6.9 |
| TWN | 2.2x | — | $495M | 6.9 |
| FAF | 11.2x | 10.1x | $7.4B | 6.8 |
| PLMR | 18.9x | 12.1x | $3.6B | 6.8 |
| PNFP | 14.1x | 8.7x | $15.3B | 6.8 |
| ALLY | 11.1x | 7.0x | $14.0B | 6.7 |
| BFC | 20.4x | 12.2x | $1.6B | 6.6 |
| BLK | 25.7x | 16.7x | $174.3B | 6.6 |
| GGN | 2.4x | — | $747M | 6.6 |
| MCB | 12.2x | 8.5x | $1.2B | 6.6 |
| MPB | 16.1x | 9.8x | $898M | 6.6 |
| NPB | 8.4x | 6.3x | $650M | 6.6 |
| SCHW | 20.2x | 13.5x | $176.6B | 6.6 |
| SII | 31.8x | 21.0x⚠ | $2.7B | 6.6 |
| TCBX | 10.4x | 9.6x | $674M | 6.6 |
| BAP | 15.0x | 11.6x | $31.0B | 6.5 |
| BHB | 15.5x | 9.9x | $639M | 6.5 |
| HRTG | 4.1x | 5.7x | $819M | 6.5 |
| KRNY | 16.7x | 12.2x | $598M | 6.5 |
| LIFE | — | 9.6x | $1.8B | 6.5 |
| PIPR | 19.2x | 13.6x | $5.2B | 6.5 |
| SFST | 14.6x | 10.1x | $588M | 6.5 |
| V | 31.3x | 24.1x⚠ | $681.9B | 6.5 |
| CB | 12.5x | 12.1x | $136.6B | 6.4 |
| CFG | 15.8x | 11.1x | $30.6B | 6.4 |
| LAZ | 17.1x | 10.4x | $4.2B | 6.4 |
| MBWM | 10.4x | 9.8x | $998M | 6.4 |
| PJT | 24.1x | 19.4x⚠ | $6.8B | 6.4 |
| SEZL | 41.6x⚠ | 26.7x⚠ | $5.9B | 6.4 |
| XZO | 17.1x | 14.0x | $1.5B | 6.4 |
| BFH | 8.1x | 7.8x | $4.0B | 6.3 |
| ENVA | 18.9x | 11.9x | $5.8B | 6.3 |
| FHI | 11.4x | 10.1x | $4.5B | 6.3 |
| HCI | 7.8x | 9.6x | $2.3B | 6.3 |
| MKTX | 13.5x | 12.9x | $4.0B | 6.3 |
| NTRS | 19.3x | 15.0x | $34.2B | 6.3 |
| SFBS | 16.0x | 12.1x | $4.8B | 6.3 |
| THG | 10.8x | 11.4x | $7.5B | 6.3 |
| CARE | 6.8x | 13.0x | $741M | 6.2 |
| CTBI | 12.6x | 11.6x | $1.4B | 6.2 |
Sector P/E (TTM): median 13.2x, middle half of stocks between 9.9x and 18.7x — computed from the 631 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…