Financial Services
707 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 | ATLC | 7.1 | Buy Now | $91.75 | +23.8% | ||
| 2 | FFA | 7.1 | Buy Now | $22.35 | +15.0% | ||
| 3 | GAM | 6.7 | Buy Now | $64.06 | +2.3% | ||
| 4 | UTF | 6.7 | Buy Now | $25.63 | +15.0% | ||
| 5 | EVR | 6.4 | Buy Now | $266.75 | +9.6% | ||
| 6 | SLDE | 7.5 | Buy Wait | $25.30 | -11.3% | ||
| 7 | HLNE | 7.3 | Buy Wait | $85.66 | +31.4% | ||
| 8 | PIPR | 7.2 | Buy Wait | $64.38 | +6.8% | ||
| 9 | SEZL | 7.2 | Buy Wait | $117.22 | +24.1% | ||
| 10 | GAB | 7.1 | Buy Wait | $5.20 | +9.3% | ||
| 11 | ENVA | 7.0 | Buy Wait | $182.59 | +12.8% | ||
| 12 | AII | 6.9 | Buy Wait | $26.97 | -14.9% | ||
| 13 | FHI | 6.9 | Buy Wait | $55.95 | -6.5% | ||
| 14 | HIPO | 6.9 | Buy Wait | $34.21 | +1.6% | ||
| 15 | RDN | 6.9 | Buy Wait | $34.17 | +13.7% | ||
| 16 | AOD | 6.8 | Buy Wait | $9.99 | +6.3% | ||
| 17 | BX | 6.8 | Buy Wait | $112.68 | +13.1% | ||
| 18 | FBK | 6.8 | Buy Wait | $52.91 | +9.1% | ||
| 19 | MCY | 6.8 | Buy Wait | $102.29 | -0.3% | ||
| 20 | VCTR | 6.8 | Buy Wait | $111.72 | -7.6% | ||
| 21 | ALL | 6.7 | Buy Wait | $230.63 | +5.6% | ||
| 22 | HRTG | 6.7 | Buy Wait | $35.23 | -5.9% | ||
| 23 | ITIC | 6.7 | Buy Wait | $298.63 | +33.3% | ||
| 24 | ONB | 6.7 | Buy Wait | $24.73 | +7.7% | ||
| 25 | VIRT | 6.7 | Buy Wait | $57.81 | +4.7% | ||
| 26 | AGM-A | 6.6 | Buy Wait | $140.87 | +9.0% | ||
| 27 | BAM | 6.6 | Buy Wait | $45.17 | +12.6% | ||
| 28 | BPOP | 6.6 | Buy Wait | $155.79 | +9.0% | ||
| 29 | BRO | 6.6 | Buy Wait | $63.75 | +5.4% | ||
| 30 | CBOE | 6.6 | Buy Wait | $294.08 | -4.0% | ||
| 31 | GCMG | 6.6 | Buy Wait | $12.97 | +1.6% | ||
| 32 | HCI | 6.6 | Buy Wait | $192.35 | +6.8% | ||
| 33 | JCAP | 6.6 | Buy Wait | $19.95 | +23.0% | ||
| 34 | RJF | 6.6 | Buy Wait | $158.60 | +1.8% | ||
| 35 | WT | 6.6 | Buy Wait | $22.68 | +1.0% | ||
| 36 | ABX | 6.5 | Buy Wait | $8.32 | +47.3% | ||
| 37 | BLK | 6.5 | Buy Wait | $1065.35 | +11.0% | ||
| 38 | PJT | 6.5 | Buy Wait | $135.80 | +3.0% | ||
| 39 | TROW | 6.5 | Buy Wait | $104.23 | -10.6% | ||
| 40 | GSHD | 6.4 | Buy Wait | $45.38 | +25.1% | ||
| 41 | MIAX | 6.4 | Buy Wait | $30.70 | +38.3% | ||
| 42 | PRI | 6.4 | Buy Wait | $275.39 | +2.5% | ||
| 43 | AIZ | 6.3 | Buy Wait | $272.86 | +4.2% | ||
| 44 | AX | 6.3 | Buy Wait | $88.46 | +15.8% | ||
| 45 | EWBC | 6.3 | Buy Wait | $126.25 | +6.3% | ||
| 46 | NMIH | 6.3 | Buy Wait | $40.61 | +6.8% | ||
| 47 | PURR | 6.3 | Buy Wait | $11.30 | +67.9% | ||
| 48 | ASB | 6.2 | Buy Wait | $28.76 | +3.5% | ||
| 49 | TY | 6.2 | Buy Wait | $34.47 | +15.7% | ||
| 50 | ESNT | 6.1 | Buy Wait | $63.59 | +2.4% | ||
Show all 707 stocks ▾
- FBPFirst BanCorp. New6.1
- HGHamilton Insurance Group, Ltd.6.1
- NPNeptune Insurance Holdings Inc.6.1
- OPFIOppFi Inc.6.1
- PBProsperity Bancshares, Inc.6.1
- AMPAmeriprise Financial, Inc.6.0
- IONDIonic Digital Inc.6.0
- KEYKeyCorp6.0
- TWTradeweb Markets Inc.6.0
- VVisa Inc.6.0
- VINPVinci Compass Investments Ltd.6.0
- XZOExzeo Group, Inc.6.0
- APAMArtisan Partners Asset Manageme5.9
- MCMoelis & Company5.9
- DBDeutsche Bank AG5.8
- MTBM&T Bank Corporation5.8
- BFHBread Financial Holdings, Inc.5.7
- ETGEaton Vance Tax-Advantaged Glob5.7
- TFINTriumph Financial, Inc.5.6
- FDSFactSet Research Systems Inc.5.5
- FRBTForbright, Inc.5.5
- HWCHancock Whitney Corporation5.5
- SEICSEI Investments Company5.5
- UNTYUnity Bancorp, Inc.5.5
- BMABanco Macro S.A.5.4
- MTGMGIC Investment Corporation5.4
- ETOEaton Vance Tax-Advantage Globa7.3
- CIIBlackRock Enhanced Large Cap Co7.2
- IXORIX Corporation7.1
- LCLNLincoln International, Inc.7.1
- TWNTaiwan Fund, Inc. (The)7.1
- ASICAtegrity Specialty Insurance Co7.0
- LPLALPL Financial Holdings Inc.7.0
- PKBKParke Bancorp, Inc.7.0
- ADXAdams Diversified Equity Fund I6.9
- EZPWEZCORP, Inc.6.9
- FRSTPrimis Financial Corp.6.8
- FSBCFive Star Bancorp6.8
- HAPNHappen, Inc.6.8
- ISTRInvestar Holding Corporation6.8
- MFGMizuho Financial Group, Inc. Sp6.8
- PLMRPalomar Holdings, Inc.6.8
- UVEUNIVERSAL INSURANCE HOLDINGS IN6.8
- AMGAffiliated Managers Group, Inc.6.7
- AUBAtlantic Union Bankshares Corpo6.7
- BHBBar Harbor Bankshares, Inc.6.7
- BHFAPBrighthouse Financial, Inc. - D6.7
- BSBRBanco Santander Brasil SA6.7
- CCNECNB Financial Corporation6.7
- KYNKayne Anderson MLP/Midstream In6.7
- MRXMarex Group Limited6.7
- OBKOrigin Bancorp, Inc.6.7
- PAXPatria Investments Limited6.7
- STTState Street Corporation6.7
- AVBCAvidia Bancorp, Inc.6.6
- COLBColumbia Banking System, Inc.6.6
- CWBCCommunity West Bancshares6.6
- FCFSFirstCash Holdings, Inc.6.6
- HIGThe Hartford Insurance Group, I6.6
- JPMJP Morgan Chase & Co.6.6
- LNCLincoln National Corporation6.6
- MBINMerchants Bancorp6.6
- NUNu Holdings Ltd.6.6
- PLBCPlumas Bancorp6.6
- UFCSUnited Fire Group, Inc6.6
- WTWWillis Towers Watson Public Lim6.6
- ZIONZions Bancorporation N.A.6.6
- BRK-BBerkshire Hathaway Inc. New6.5
- BWFGBankwell Financial Group, Inc.6.5
- CACCCredit Acceptance Corporation6.5
- ETWEaton Vance Corporation Eaton V6.5
- GBCIGlacier Bancorp, Inc.6.5
- GCBCGreene County Bancorp, Inc.6.5
- GSGoldman Sachs Group, Inc. (The)6.5
- HTGCHercules Capital, Inc.6.5
- KBKB Financial Group Inc6.5
- LIFEEthos Technologies Inc.6.5
- MCBSMetroCity Bankshares, Inc.6.5
- NBBKNB Bancorp, Inc.6.5
- RCBCRIVER CITY BANK6.5
- RNSTRenasant Corporation6.5
- RPCRidgepost Capital, Inc.6.5
- RQICohen & Steers Quality Income R6.5
- SKWDSkyward Specialty Insurance Gro6.5
- TCBXThird Coast Bancshares, Inc.6.5
- BFCBank First Corporation6.4
- BHKBlackrock Core Bond Trust Black6.4
- BHRBBurke & Herbert Financial Servi6.4
- CACCamden National Corporation6.4
- CIBGrupo Cibest S.A.6.4
- CNOBConnectOne Bancorp, Inc.6.4
- GDVGabelli Dividend & Income Trust6.4
- GGNGAMCO Global Gold, Natural Reso6.4
- GLADGladstone Capital Corporation6.4
- HAFCHanmi Financial Corporation6.4
- HBTHBT Financial, Inc.6.4
- HIFSHingham Institution for Savings6.4
- HOPEHope Bancorp, Inc.6.4
- INDBIndependent Bank Corp.6.4
- MSMorgan Stanley6.4
- MUFGMitsubishi UFJ Financial Group,6.4
- NBNNortheast Bank6.4
- OTFBlue Owl Technology Finance Cor6.4
- PMLPimco Municipal Income Fund II 6.4
- QCRHQCR Holdings, Inc.6.4
- RGAReinsurance Group of America, I6.4
- RLIRLI Corp.6.4
- SFStifel Financial Corporation6.4
- SFSTSouthern First Bancshares, Inc.6.4
- SOFISoFi Technologies, Inc.6.4
- AAMIAcadian Asset Management Inc.6.3
- ABAllianceBernstein Holding L.P.6.3
- APOApollo Global Management, Inc. 6.3
- BACBank of America Corporation6.3
- BYByline Bancorp, Inc.6.3
- FAFFirst American Corporation (New6.3
- HTDJohn Hancock Tax Advantaged Div6.3
- KNSLKinsale Capital Group, Inc.6.3
- MORNMorningstar, Inc.6.3
- NTRSNorthern Trust Corporation6.3
- NWGNatWest Group plc6.3
- PLGOPelagos Insurance Capital Limit6.3
- RMTRoyce Micro-Cap Trust, Inc.6.3
- SFBSServisFirst Bancshares, Inc.6.3
- SIISprott Inc.6.3
- TMPTompkins Financial Corporation6.3
- TRUTransUnion6.3
- WTBAWest Bancorporation6.3
- DNPDNP Select Income Fund, Inc.6.2
- FBIZFirst Business Financial Servic6.2
- FCBCFirst Community Bankshares, Inc6.2
- FFCFlaherty & Crumrine Preferred S6.2
- FMNBFarmers National Banc Corp.6.2
- HDBHDFC Bank Limited6.2
- HQLTeklaLife Sciences Investors6.2
- NPBNorthpointe Bancshares, Inc.6.2
- NUVNuveen Municipal Value Fund, In6.2
- NWBINorthwest Bancshares, Inc.6.2
- SCHWCharles Schwab Corporation (The6.2
- SMBKSmartFinancial, Inc.6.2
- SMFGSumitomo Mitsui Financial Group6.2
- VELVelocity Financial, Inc.6.2
- BCSBarclays PLC6.1
- BOWBowhead Specialty Holdings Inc.6.1
- CCitigroup, Inc.6.1
- CFFNCapitol Federal Financial, Inc.6.1
- CFGCitizens Financial Group, Inc.6.1
- ECPGEncore Capital Group Inc6.1
- ETBEaton Vance Tax-Managed Buy-Wri6.1
- FISIFinancial Institutions, Inc.6.1
- GUTGabelli Utility Trust (The)6.1
- HFWAHeritage Financial Corporation6.1
- HOODRobinhood Markets, Inc.6.1
- IBNICICI Bank Limited6.1
- MCOMoody's Corporation6.1
- NEANuveen AMT-Free Quality Municip6.1
- OMFOneMain Holdings, Inc.6.1
- PDLBPonce Financial Group, Inc.6.1
- PEBOPeoples Bancorp Inc.6.1
- PEOAdams Natural Resources Fund, I6.1
- PNCPNC Financial Services Group, I6.1
- PNFPPinnacle Financial Partners, In6.1
- RBBRBB Bancorp6.1
- RRBIRed River Bancshares, Inc.6.1
- RYANRyan Specialty Holdings, Inc.6.1
- SPFISouth Plains Financial, Inc.6.1
- STEWSTEW6.1
- VBNKVersaBank6.1
- AMALAmalgamated Financial Corp.6.0
- AXGSolowin Holdings6.0
- BGCBGC Group, Inc.6.0
- BGRBlackRock Energy and Resources 6.0
- BWBBridgewater Bancshares, Inc.6.0
- CBANColony Bankcorp, Inc.6.0
- CNOCNO Financial Group, Inc.6.0
- FFBCFirst Financial Bancorp.6.0
- FMAOFarmers & Merchants Bancorp, In6.0
- GABCGerman American Bancorp, Inc.6.0
- HMNHorace Mann Educators Corporati6.0
- IBKRInteractive Brokers Group, Inc.6.0
- ITUBItau Unibanco Banco Holding SA6.0
- JXNJackson Financial Inc.6.0
- KKRKKR & Co. Inc.6.0
- MAMastercard Incorporated6.0
- NICNicolet Bankshares Inc.6.0
- OCFCOceanFirst Financial Corp.6.0
- OSBCOld Second Bancorp, Inc.6.0
- SHBIShore Bancshares, Inc.6.0
- SRCE1st Source Corporation6.0
- STCStewart Information Services Co6.0
- TFCTruist Financial Corporation6.0
- USCBUSCB Financial Holdings, Inc.6.0
- VLYPOValley National Bancorp - 5.5% 6.0
- WTFCWintrust Financial Corporation6.0
- ALLYAlly Financial Inc.5.9
- BBDBanco Bradesco Sa5.9
- BENFranklin Templeton, Inc.5.9
- BOHBank of Hawaii Corporation5.9
- CHMGChemung Financial Corp5.9
- CUBICustomers Bancorp, Inc5.9
- ETOReToro Group Ltd.5.9
- ETYEaton Vance Tax-Managed Diversi5.9
- FCNCAFirst Citizens BancShares, Inc.5.9
- FHNFirst Horizon Corporation5.9
- MBWMMercantile Bank Corporation5.9
- MFCManulife Financial Corporation5.9
- MQYBlackrock MuniYield Quality Fun5.9
- MSCIMSCI Inc.5.9
- NFJAllianzGI NFJ Dividend, Interes5.9
- NTBBank of N.T. Butterfield & Son 5.9
- PDTJohn Hancock Premium Dividend F5.9
- PRKPark National Corporation5.9
- RNPCohen & Steers Reit and Preferr5.9
- RVTRoyce Value Trust, Inc.5.9
- SMBCSouthern Missouri Bancorp, Inc.5.9
- SYBTStock Yards Bancorp, Inc.5.9
- TDToronto Dominion Bank (The)5.9
- THGHanover Insurance Group Inc5.9
- TRVThe Travelers Companies, Inc.5.9
- USBU.S. Bancorp5.9
- WSBCWesBanco, Inc.5.9
- XPXP Inc.5.9
- ACNBACNB Corporation5.8
- AFGAmerican Financial Group, Inc.5.8
- AONAon plc5.8
- ARCCAres Capital Corporation5.8
- ARXAccelerant Holdings5.8
- BAPCredicorp Ltd.5.8
- BBDCBarings BDC, Inc.5.8
- BFSTBusiness First Bancshares, Inc.5.8
- BLXBladex, Inc. Class E5.8
- BMEBlackrock Health Sciences Trust5.8
- CBKCommercial Bancgroup, Inc.5.8
- CIVBCivista Bancshares, Inc.5.8
- CTBICommunity Trust Bancorp, Inc.5.8
- FBNCFirst Bancorp5.8
- FMBHFirst Mid Bancshares, Inc.5.8
- FRMEFirst Merchants Corporation5.8
- FULTFulton Financial Corporation5.8
- HBANHuntington Bancshares Incorpora5.8
- IBCPIndependent Bank Corporation5.8
- IFSIntercorp Financial Services In5.8
- INGING Group, N.V.5.8
- NRIMNorthrim BanCorp Inc5.8
- OCSLOaktree Specialty Lending Corpo5.8
- OFGOFG Bancorp5.8
- PGRProgressive Corporation (The)5.8
- SHGShinhan Financial Group Co Ltd5.8
- TCBKTriCo Bancshares5.8
- UBSUBS Group AG Registered5.8
- VLYPPValley National Bancorp - 6.25%5.8
- WFCWells Fargo & Company5.8
- WSFSWSFS Financial Corporation5.8
- AJGArthur J. Gallagher & Co.5.7
- BNYThe Bank of New York Mellon Cor5.7
- BTOJohn Hancock Financial Opportun5.7
- CATYCathay General Bancorp5.7
- CBCCentral Bancompany, Inc.5.7
- CHICalamos Convertible Opportuniti5.7
- CHYCalamos Convertible and High In5.7
- CPFCentral Pacific Financial Corp 5.7
- CRAQCal Redwood Acquisition Corp.5.7
- FINSFINS5.7
- FNBF.N.B. Corporation5.7
- IGDVoya Global Equity Dividend and5.7
- MRSHMarsh5.7
- MSDLMSDL5.7
- NDAQNasdaq, Inc.5.7
- OPYOppenheimer Holdings, Inc.5.7
- PHKPimco High Income Fund Pimco Hi5.7
- TRMKTrustmark Corporation5.7
- ACGLOArch Capital Group Ltd. - Depos5.6
- ACTEnact Holdings, Inc.5.6
- ASAASA Gold and Precious Metals L5.6
- BDJBlackrock Enhanced Equity Divid5.6
- CASHPathward Financial, Inc.5.6
- FITBFifth Third Bancorp5.6
- GSBDGoldman Sachs BDC, Inc.5.6
- ICEIntercontinental Exchange Inc.5.6
- JPCNuveen Preferred & Income Oppor5.6
- LKFNLakeland Financial Corporation5.6
- MUABlackrock MuniAssets Fund, Inc5.6
- NPFDNPFD5.6
- OBTOrange County Bancorp, Inc.5.6
- PFSProvident Financial Services, I5.6
- SYFSynchrony Financial5.6
- UTG532705.6
- WASHWashington Trust Bancorp, Inc.5.6
- ABCBAmeris Bancorp5.5
- AROWArrow Financial Corporation5.5
- BNSBank Nova Scotia Halifax Pfd 35.5
- BUSEFirst Busey Corporation5.5
- BXSLBlackstone Secured Lending Fund5.5
- CLBKColumbia Financial, Inc.5.5
- CMCanadian Imperial Bank of Comme5.5
- ECCEagle Point Credit Company Inc.5.5
- ERIEErie Indemnity Company5.5
- HOMBHome BancShares, Inc.5.5
- NKXNuveen California AMT-Free Qual5.5
- NMCONMCO5.5
- PCNPimco Corporate & Income Strate5.5
- PSECProspect Capital Corporation5.5
- PUKPrudential Public Limited Compa5.5
- ROOTRoot, Inc.5.5
- SPNTSiriusPoint Ltd.5.5
- TCBITexas Capital Bancshares, Inc.5.5
- TSLXSixth Street Specialty Lending,5.5
- UVSPUnivest Financial Corporation5.5
- BANRBanner Corporation5.4
- BBDOBanco Bradesco Sa5.4
- CBChubb Limited5.4
- CET110175.4
- CFRCullen/Frost Bankers, Inc.5.4
- ESQEsquire Financial Holdings, Inc5.4
- EVNEaton Vance Municipal Income Tr5.4
- FIBKFirst Interstate BancSystem, In5.4
- HQHTekla Healthcare Investors5.4
- JFRNuveen Floating Rate Income Fun5.4
- MHDBlackrock MuniHoldings Fund, In5.4
- MUJBlackrock MuniHoldings New Jers5.4
- MYIBlackrock MuniYield Quality Fun5.4
- NRKNuveen New York AMT-Free Qualit5.4
- PFBCPreferred Bank5.4
- PTYPimco Corporate & Income Opport5.4
- PYPLPayPal Holdings, Inc.5.4
- SLFSun Life Financial Inc.5.4
- SSBSouthState Bank Corporation5.4
- TRSTTrustCo Bank Corp NY5.4
- UBSIUnited Bankshares, Inc.5.4
- VGMInvesco Trust for Investment Gr5.4
- VKQInvesco Municipal Trust5.4
- ACGLArch Capital Group Ltd.5.3
- AMTBAmerant Bancorp Inc.5.3
- AVKAdvent Claymore Convertible Sec5.3
- BOEBlackrock Enhanced Global Divid5.3
- CBSHCommerce Bancshares, Inc.5.3
- CHWCalamos Global Dynamic Income F5.3
- CMECME Group Inc.5.3
- CSQCalamos Strategic Total Return 5.3
- DFPFlaherty & Crumrine Dynamic Pre5.3
- FDUSFidus Investment Corporation5.3
- FHBFirst Hawaiian, Inc.5.3
- HBCPHome Bancorp, Inc.5.3
- IQIInvesco Quality Municipal Incom5.3
- NMZNuveen Municipal High Income Op5.3
- NXPNuveen Select Tax Free Income P5.3
- RFRegions Financial Corporation5.3
- SANBanco Santander, S.A. Sponsored5.3
- VMOInvesco Municipal Opportunity T5.3
- CCBGCapital City Bank Group5.2
- CLMCornerstone Strategic Value Fd5.2
- COFSChoiceOne Financial Services, I5.2
- FFINFirst Financial Bankshares, Inc5.2
- GBLIGlobal Indemnity Group, LLC5.2
- IIMInvesco Value Municipal Income 5.2
- MMUWestern Asset Managed Municipal5.2
- PFNPIMCO Income Strategy Fund II5.2
- RBCAARepublic Bancorp, Inc.5.2
- RYRoyal Bank Of Canada5.2
- STBAS&T Bancorp, Inc.5.2
- AIGAmerican International Group, I5.1
- AWFAlliancebernstein Global High I5.1
- BCALCalifornia BanCorp5.1
- FRBAFirst Bank5.1
- HTBHomeTrust Bancshares, Inc.5.1
- HYTBlackrock Corporate High Yield 5.1
- JRINuveen Real Asset Income and Gr5.1
- MKTXMarketAxess Holdings, Inc.5.1
- NADNuveen Quality Municipal Income5.1
- RNRRenaissanceRe Holdings Ltd.5.1
- TFSLTFS Financial Corporation5.1
- VCVInvesco California Value Munici5.1
- WRBW.R. Berkley Corporation5.1
- ACPAberdeen Income Credit Strategi5.0
- AGOAssured Guaranty Ltd.5.0
- ALRSAlerus Financial Corporation5.0
- WIWWestern Asset Inflation-Linked 5.0
- HPSJohn Hancock Preferred Income F4.9
- NZFNuveen Municipal Credit Income 4.9
- OWLBlue Owl Capital Inc.4.9
- CHCOCity Holding Company4.8
- ISDPGIM Short Duration High Yield 4.8
- NACNuveen California Quality Munic4.8
- FAX5923144.7
- HPIJohn Hancock Preferred Income F4.7
- NVGNuveen AMT-Free Municipal Credi4.7
- DSUBlackrock Debt Strategies Fund,4.6
- EVTEaton Vance Tax Advantaged Divi4.6
- VVRInvesco Senior Income Trust (D4.6
- BLWBlackrock Limited Duration Inco4.5
- HGTYHagerty, Inc.4.5
- HFROHighland Floating Rate Opportun3.7
- CARECarter Bankshares, Inc.6.9
- NMRNomura Holdings Inc6.9
- KLARKlarna Group plc6.7
- MPBMid Penn Bancorp6.7
- TPGTPG Inc.6.7
- BHFBrighthouse Financial, Inc.6.6
- INTRInter & Co. Inc.6.6
- WTMWhite Mountains Insurance Group6.6
- AFRMAffirm Holdings, Inc.6.5
- BBTBeacon Financial Corporation6.5
- BMNRBitMine Immersion Technologies,6.5
- FIGRFigure Technology Solutions, In6.5
- TOWNTowne Bank6.5
- BRK-ABerkshire Hathaway Inc.6.4
- CRBGCorebridge Financial Inc.6.4
- CZNCCitizens & Northern Corp6.4
- WFWoori Financial Group Inc.6.4
- EBCEastern Bankshares, Inc.6.3
- EQBKEquity Bancshares, Inc.6.3
- FSUNFirstSun Capital Bancorp6.3
- HSBCHSBC Holdings, plc.6.3
- KBDCKayne Anderson BDC, Inc.6.3
- ORIOld Republic International Corp6.3
- PFLTPennantPark Floating Rate Capit6.3
- PRAAPRA Group, Inc.6.3
- TRINTrinity Capital Inc.6.3
- UCBUnited Community Banks, Inc.6.3
- AXPAmerican Express Company6.2
- AXSAxis Capital Holdings Limited6.2
- COFCapital One Financial Corporati6.2
- MKLMarkel Group Inc.6.2
- PGCPeapack-Gladstone Financial Cor6.2
- RKTRocket Companies, Inc.6.2
- AGMFederal Agricultural Mortgage C6.1
- EOSEaton Vance Enhance Equity Inco6.1
- GAINGladstone Investment Corporatio6.1
- IGICInternational General Insurance6.1
- NBHCNational Bank Holdings Corporat6.1
- NCDLNCDL6.1
- PFSIPennyMac Financial Services, In6.1
- WALWestern Alliance Bancorporation6.1
- AFLAFLAC Incorporated6.0
- BCXBlackRock Resources of Benefic6.0
- BSACBanco Santander - Chile6.0
- BTGOBitGo Holdings, Inc.6.0
- BUIBlackRock Utility, Infrastructu6.0
- CDChaince Digital Holdings Inc. -6.0
- CNSCohen & Steers Inc6.0
- CSWCCapital Southwest Corporation6.0
- DBRGDigitalBridge Group, Inc.6.0
- GLGlobe Life Inc.6.0
- MCHBMechanics Bancorp6.0
- NBTBNBT Bancorp Inc.6.0
- PBAMPrivate Bancorp of America, Inc6.0
- UPSTUpstart Holdings, Inc.6.0
- VLYValley National Bancorp6.0
- ABTCAmerican Bitcoin Corp.5.9
- AVALGrupo Aval Acciones y Valores S5.9
- BBARBanco BBVA Argentina S.A.5.9
- BTXBlackRock Technology and Privat5.9
- EGBNEagle Bancorp, Inc.5.9
- EXGEaton Vance Tax-Managed Global 5.9
- FCFFirst5.9
- GDOTGreen Dot Corporation5.9
- LOBLive Oak Bancshares, Inc.5.9
- MCBMetropolitan Bank Holding Corp.5.9
- PRUPrudential Financial, Inc.5.9
- SPGIS&P Global Inc.5.9
- TBBKThe Bancorp, Inc.5.9
- BMEZBlackRock Health Sciences Trust5.8
- CRD-ACrawford & Company5.8
- HLIHoulihan Lokey, Inc.5.8
- LMNDLemonade, Inc.5.8
- NBXGNBXG5.8
- NML15255.8
- NXG7330855.8
- ASGIabrdn Global Infrastructure Inc5.7
- BBVABanco Bilbao Vizcaya Argentaria5.7
- BTBTBit Digital, Inc.5.7
- CCDCalamos Dynamic Convertible & I5.7
- DPGDuff & Phelps Global Utility In5.7
- GNWGenworth Financial Inc5.7
- HASIHA Sustainable Infrastructure C5.7
- IVZInvesco Ltd5.7
- KRNYKearny Financial5.7
- LAZLazard, Inc.5.7
- OXLCOxford Lane Capital Corp.5.7
- SIGISelective Insurance Group, Inc.5.7
- TBLDThornburg Income Builder Opport5.7
- BSTBlackRock Science and Technolog5.6
- CBNKCapital Bancorp, Inc.5.6
- CBUCommunity Financial System, Inc5.6
- CGBDCarlyle Secured Lending, Inc.5.6
- DCOMDime Commercial Bancshares, Inc5.6
- DGICADonegal Group, Inc.5.6
- FGF&G Annuities & Life, Inc.5.6
- FPFFirst Trust Intermediate Durati5.6
- FRHCFreedom Holding Corp.5.6
- FSKFS KKR Capital Corp.5.6
- GOLDGold.com, Inc.5.6
- HBNCHorizon Bancorp, Inc.5.6
- HIVEHIVE Digital Technologies Ltd5.6
- JEFJefferies Financial Group Inc.5.6
- LYGLloyds Banking Group Plc5.6
- MEGIMEGI5.6
- NIEAllianzGI Equity & Convertible 5.6
- PFISPeoples Financial Services Corp5.6
- PWPPerella Weinberg Partners5.6
- QQQXNuveen NASDAQ 100 Dynamic Overw5.6
- STKColumbia Seligman Premium Techn5.6
- ASSTStrive, Inc.5.5
- BCHBanco De Chile5.5
- BSTZBlackRock Science and Technolog5.5
- BWINThe Baldwin Insurance Group, In5.5
- CRD-BCrawford & Company5.5
- EMOClearBridge Energy Midstream Op5.5
- EOIEaton Vance Enhance Equity Inco5.5
- HUTHut 8 Corp.5.5
- MSBIMidland States Bancorp, Inc.5.5
- SBETSharpLink, Inc.5.5
- SBSISouthside Bancshares, Inc.5.5
- SLMSLM Corporation5.5
- SNEXStoneX Group Inc.5.5
- THWTekla World Healthcare Fund Sha5.5
- UNMUnum Group5.5
- VOYAVoya Financial, Inc.5.5
- WRLDWorld Acceptance Corporation5.5
- BNBrookfield Corporation5.4
- DXYZDestiny Tech100 Inc.5.4
- FLGFlagstar Bank, N.A.5.4
- FNFFidelity National Financial, In5.4
- GEMIGemini Space Station, Inc.5.4
- GOFGuggenheim Strategic Opportunit5.4
- GUGGUG5.4
- LDPCohen & Steers Limited Duration5.4
- MAINMain Street Capital Corporation5.4
- OBDCBlue Owl Capital Corporation5.4
- PDIPIMCO Dynamic Income Fund5.4
- TMSTeamshares Inc.5.4
- DGICBDonegal Group, Inc.5.3
- EFSCEnterprise Financial Services C5.3
- ETVEaton Vance Corporation Eaton V5.3
- KIOKKR Income Opportunities Fund5.3
- NMAINMAI5.3
- NMFCNew Mountain Finance Corporatio5.3
- RABrookfield Real Assets Income F5.3
- WAFDWaFd, Inc.5.3
- AIOAllianzGI Artificial Intelligen5.2
- ARESAres Management Corporation5.2
- BBNBlackRock Taxable Municipal Bon5.2
- BCSSBain Capital GSS Investment Cor5.2
- BSRRSierra Bancorp5.2
- ECATECAT5.2
- EGEverest Group, Ltd.5.2
- FSCOFSCO5.2
- FTHYFTHY5.2
- GBDCGolub Capital BDC, Inc.5.2
- GHYPGIM Global Short Duration High5.2
- GLXYGalaxy Digital Inc.5.2
- KBONKarbon Capital Partners Corp.5.2
- METMetLife, Inc.5.2
- MTCMMTec, Inc.5.2
- PTA2409055.2
- STEPStepStone Group Inc.5.2
- ACICAmerican Coastal Insurance Corp5.1
- BANCBanc of California, Inc.5.1
- BCATBCAT5.1
- BITBlackRock Multi-Sector Income T5.1
- BKUBankUnited, Inc.5.1
- CNACNA Financial Corporation5.1
- CRVLCorVel Corp.5.1
- CXIIChurchill Capital Corp XII5.1
- IBOCInternational Bancshares Corpor5.1
- NNINelnet, Inc.5.1
- NWAXNew America Acquisition I Corp.5.1
- PAXSPIMCO Access Income Fund5.1
- PDOPDO5.1
- PFGPrincipal Financial Group Inc5.1
- PRCHPorch Group, Inc.5.1
- RIOTRiot Platforms, Inc.5.1
- SUPVGrupo Supervielle S.A.5.1
- UWMCUWM Holdings Corporation5.1
- WDIWDI5.1
- AEGAegon Ltd. New York Registry Sh5.0
- APXTApex Treasury Corporation5.0
- BGYBlackrock Enhanced Internationa5.0
- BURBurford Capital Limited5.0
- GTENGores Holdings X, Inc.5.0
- KMPRKemper Corporation5.0
- MBVIM3-Brigade Acquisition VI Corp.5.0
- MUCBlackrock MuniHoldings Californ5.0
- NBBNuveen Taxable Municipal Income5.0
- NDMONDMO5.0
- VRTSVirtus Investment Partners, Inc5.0
- WABCWestamerica Bancorporation5.0
- WUWestern Union Company (The)5.0
- AEXAAmerican Exceptionalism Acquisi4.9
- BMRCBank of Marin Bancorp4.9
- BSVNBank7 Corp.4.9
- CRF331384.9
- DBCAD. Boral Acquisition I Corp.4.9
- EMDWestern Asset Emerging Markets 4.9
- GSBCGreat Southern Bancorp, Inc.4.9
- IACOIdea Acquisition Corp.4.9
- NAVINavient Corporation4.9
- OZKBank OZK4.9
- TRUPTrupanion, Inc.4.9
- TYGTortoise Energy Infrastructure 4.9
- BOTRoboStrategy, Inc.4.8
- CLBRColombier Acquisition Corp. III4.8
- CRANCrane Harbor Acquisition Corp. 4.8
- CRCLCircle Internet Group, Inc.4.8
- DMIIDrugs Made In America Acquisiti4.8
- EVACEQV Ventures Acquisition Corp. 4.8
- IEAGInfinite Eagle Acquisition Corp4.8
- JQCNuveen Credit Strategies Income4.8
- KFIIK&F Growth Acquisition Corp. II4.8
- KRSPRice Acquisition Corporation 34.8
- MEVOM Evo Global Acquisition Corp I4.8
- OSPROsprey Acquisition Corp. III4.8
- SLMBPSLM Corporation - Floating Rate4.8
- SLRCSLR Investment Corp.4.8
- BMOBank Of Montreal4.7
- BNTBrookfield Wealth Solutions Ltd4.7
- CSHRCoinShares PLC4.7
- EIGEmployers Holdings Inc4.7
- EVV3161004.7
- GCGRGeneral Catalyst Global Resilie4.7
- GLREGreenlight Reinsurance, Ltd.4.7
- KRAQKRAKacquisition Corp4.7
- LLoews Corporation4.7
- MESHMeshflow Acquisition Corp.4.7
- MFICMidCap Financial Investment Cor4.7
- PSPershing Square Inc.4.7
- BGBBlackstone / GSO Strategic Cred4.6
- CCBCoastal Financial Corporation4.6
- CCXIChurchill Capital Corp XI4.6
- DLYDoubleLine Yield Opportunities 4.6
- DSLDoubleLine Income Solutions Fun4.6
- ETJEaton Vance Risk-Managed Divers4.6
- PWRLPowerlaw Corp.4.6
- SFNCSimmons First National Corporat4.6
- THQTekla Healthcare Opportunies Fu4.6
- AACAres Acquisition Corporation II4.5
- BTTBlackRock Municipal 2030 Target4.5
- EIM1004014.5
- GGALGrupo Financiero Galicia S.A.4.5
- HTHHilltop Holdings Inc.4.5
- PBFSPioneer Bancorp, Inc.4.5
- PDX1706044.5
- SAFTSafety Insurance Group, Inc.4.5
- USALiberty All-Star Equity Fund4.5
- WDWalker & Dunlop, Inc4.5
- BTZBlackRock Credit Allocation Inc4.4
- OXLCOOxford Lane Capital Corp. - Pre4.4
- EQHEquitable Holdings, Inc.4.3
- TIPTTiptree Inc.4.3
- CGThe Carlyle Group Inc.4.2
- RVIRobinhood Ventures Fund I4.1
- IFNIndia Fund, Inc. (The)4.0
- IRENIREN LIMITED4.0
- CLSKCleanSpark, Inc.3.9
- COINCoinbase Global, Inc.3.7
- MARAMARA Holdings, Inc.3.7
- NPACNew Providence Acquisition Corp3.6
Ideas Shortlist
V7 quality resilience bonus: +0.2 (Q=7.6 in RISK_OFF)
V7 quality resilience bonus: +0.2 (Q=7.5 in RISK_OFF)
Sector modifier (Financial Services): +1.0
Sector modifier (Financial Services): +1.0
V7 flight-to-quality bonus: +0.5 (Q=8.6 in RISK_OFF)
Valuation Spread
Data as of 2026-10-09| Symbol | P/E (TTM) | P/E (Fwd) | Market Cap | Score |
|---|---|---|---|---|
| ATLC | 11.9x | 6.9x | $1.4B | 7.1 |
| FFA | 4.7x | — | $447M | 7.1 |
| GAM | 4.0x | — | $1.5B | 6.7 |
| UTF | 5.4x | — | $2.9B | 6.7 |
| EVR | 15.0x | 12.4x | $10.3B | 6.4 |
| SLDE | 6.1x | 6.9x | $3.0B | 7.5 |
| HLNE | 13.1x | 11.6x | $5.7B | 7.3 |
| PIPR | 14.9x | 11.7x | $4.5B | 7.2 |
| SEZL | 25.7x | 17.6x | $3.9B | 7.2 |
| GAB | 4.2x | — | $1.8B | 7.1 |
| ENVA | 13.6x | 8.7x | $4.5B | 7.0 |
| AII | 6.1x | 8.3x | $528M | 6.9 |
| FHI | 10.4x | 9.6x | $4.2B | 6.9 |
| HIPO | 7.3x | 9.7x | $903M | 6.9 |
| RDN | 8.4x | 6.5x | $4.5B | 6.9 |
| AOD | 3.8x | — | $1.1B | 6.8 |
| BX | 25.2x | 15.2x | $134.7B | 6.8 |
| FBK | 14.0x | 10.2x | $2.6B | 6.8 |
| MCY | 6.0x | 8.4x | $5.7B | 6.8 |
| VCTR | 20.4x | 13.0x | $6.9B | 6.8 |
| ALL | 4.6x | 8.2x | $58.3B | 6.7 |
| HRTG | 5.0x | 6.8x | $1.0B | 6.7 |
| ITIC | 13.9x | — | $564M | 6.7 |
| ONB | 10.9x | 8.6x | $9.5B | 6.7 |
| VIRT | 9.6x | 8.1x | $5.1B | 6.7 |
| AGM-A | 7.4x | — | $1.5B | 6.6 |
| BAM | 26.0x | 20.9x⚠ | $72.1B | 6.6 |
| BPOP | 10.5x | 9.0x | $9.9B | 6.6 |
| BRO | 20.1x | 13.2x | $21.3B | 6.6 |
| CBOE | 23.9x | 19.4x⚠ | $30.7B | 6.6 |
| GCMG | 24.9x | 12.0x | $793M | 6.6 |
| HCI | 8.3x | 9.6x | $2.4B | 6.6 |
| JCAP | 21.9x | 6.5x | $1.1B | 6.6 |
| RJF | 13.8x | 11.1x | $30.5B | 6.6 |
| WT | 41.2x⚠ | 17.0x | $3.4B | 6.6 |
| ABX | 30.8x⚠ | 7.0x | $814M | 6.5 |
| BLK | 25.6x | 16.6x | $173.1B | 6.5 |
| PJT | 18.6x | 15.3x | $5.8B | 6.5 |
| TROW | 10.5x | 10.2x | $22.2B | 6.5 |
| GSHD | 33.1x⚠ | 16.9x | $1.6B | 6.4 |
| MIAX | 30.7x⚠ | 16.2x | $3.0B | 6.4 |
| PRI | 11.1x | 10.1x | $8.5B | 6.4 |
| AIZ | 12.8x | 11.6x | $13.5B | 6.3 |
| AX | 10.4x | 8.2x | $5.0B | 6.3 |
| EWBC | 12.1x | 11.0x | $17.3B | 6.3 |
| NMIH | 8.0x | 7.4x | $3.1B | 6.3 |
| PURR | 3.5x | 30.5x⚠ | $3.1B | 6.3 |
| ASB | 10.0x | 8.5x | $5.4B | 6.2 |
| TY | 5.4x | — | $1.8B | 6.2 |
| ESNT | 8.9x | 8.1x | $5.7B | 6.1 |
Sector P/E (TTM): median 12.0x, middle half of stocks between 9.1x and 16.9x — computed from the 630 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…