Financial Services
710 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 | AOD | 6.8 | Buy Now | $10.11 | +15.0% | ||
| 2 | GAM | 6.6 | Buy Now | $64.19 | +15.0% | ||
| 3 | UTF | 6.6 | Buy Now | $26.07 | +15.0% | ||
| 4 | ETG | 5.9 | Buy Now | $23.00 | +15.0% | ||
| 5 | SLDE | 7.5 | Buy Wait | $27.19 | -11.0% | ||
| 6 | GAB | 7.4 | Buy Wait | $5.19 | +21.1% | ||
| 7 | HLNE | 7.3 | Buy Wait | $82.72 | +29.5% | ||
| 8 | PIPR | 7.2 | Buy Wait | $66.96 | +0.8% | ||
| 9 | MBIN | 7.1 | Buy Wait | $49.13 | +10.7% | ||
| 10 | OIG | 7.1 | Buy Wait | $9.53 | +36.8% | ||
| 11 | FFA | 7.0 | Buy Wait | $22.31 | +17.1% | ||
| 12 | SEZL | 7.0 | Buy Wait | $130.02 | +11.9% | ||
| 13 | ENVA | 6.9 | Buy Wait | $179.82 | +11.7% | ||
| 14 | RDN | 6.9 | Buy Wait | $34.96 | +8.4% | ||
| 15 | BAM | 6.8 | Buy Wait | $47.37 | +6.0% | ||
| 16 | CACC | 6.8 | Buy Wait | $544.90 | -6.9% | ||
| 17 | TPG | 6.8 | Buy Wait | $44.59 | +15.9% | ||
| 18 | WT | 6.8 | Buy Wait | $21.33 | +5.5% | ||
| 19 | AII | 6.7 | Buy Wait | $28.00 | -14.2% | ||
| 20 | AMG | 6.7 | Buy Wait | $393.24 | -1.4% | ||
| 21 | ATLC | 6.7 | Buy Wait | $91.64 | +24.0% | ||
| 22 | FHI | 6.7 | Buy Wait | $56.78 | -9.8% | ||
| 23 | GS | 6.7 | Buy Wait | $925.17 | +0.3% | ||
| 24 | HTGC | 6.7 | Buy Wait | $16.61 | +2.1% | ||
| 25 | RJF | 6.7 | Buy Wait | $157.42 | +1.6% | ||
| 26 | ALL | 6.6 | Buy Wait | $250.20 | -3.1% | ||
| 27 | CWBC | 6.6 | Buy Wait | $25.85 | +1.3% | ||
| 28 | HRTG | 6.6 | Buy Wait | $34.73 | -4.5% | ||
| 29 | ITIC | 6.6 | Buy Wait | $268.51 | +16.4% | ||
| 30 | MCY | 6.6 | Buy Wait | $100.17 | +1.8% | ||
| 31 | VIRT | 6.6 | Buy Wait | $55.44 | +9.0% | ||
| 32 | GBCI | 6.5 | Buy Wait | $48.11 | +1.6% | ||
| 33 | GCMG | 6.5 | Buy Wait | $12.22 | +3.5% | ||
| 34 | KB | 6.5 | Buy Wait | $115.38 | +22.9% | ||
| 35 | PAX | 6.5 | Buy Wait | $9.35 | +38.0% | ||
| 36 | PJT | 6.5 | Buy Wait | $148.87 | -5.8% | ||
| 37 | PRI | 6.5 | Buy Wait | $279.06 | +0.9% | ||
| 38 | TROW | 6.5 | Buy Wait | $104.00 | -11.3% | ||
| 39 | WTW | 6.5 | Buy Wait | $321.63 | +3.7% | ||
| 40 | ABX | 6.4 | Buy Wait | $8.42 | +42.1% | ||
| 41 | EVR | 6.4 | Buy Wait | $292.38 | -0.9% | ||
| 42 | FBIZ | 6.4 | Buy Wait | $72.75 | -5.8% | ||
| 43 | JCAP | 6.4 | Buy Wait | $19.44 | +26.2% | ||
| 44 | NMIH | 6.4 | Buy Wait | $42.11 | +1.0% | ||
| 45 | NWG | 6.4 | Buy Wait | $17.23 | +8.1% | ||
| 46 | TY | 6.4 | Buy Wait | $34.61 | +16.3% | ||
| 47 | CBOE | 6.3 | Buy Wait | $320.42 | -6.9% | ||
| 48 | FWDI | 6.3 | Buy Wait | $7.27 | +38.4% | ||
| 49 | IOND | 6.3 | Buy Wait | $69.26 | +13.7% | ||
| 50 | LYG | 6.3 | Buy Wait | $5.50 | +1.7% | ||
Show all 710 stocks ▾
- MIAXMiami International Holdings, I6.3
- OPFIOppFi Inc.6.3
- PURRHyperliquid Strategies Inc6.3
- RKTRocket Companies, Inc.6.3
- XZOExzeo Group, Inc.6.3
- AMPAmeriprise Financial, Inc.6.2
- FCFSFirstCash Holdings, Inc.6.2
- HCIHCI Group, Inc.6.2
- AXAxos Financial, Inc.6.1
- ESNTEssent Group Ltd.6.1
- MCMoelis & Company6.1
- OMFOneMain Holdings, Inc.6.1
- SFStifel Financial Corporation6.1
- VLYValley National Bancorp6.1
- CNOCNO Financial Group, Inc.6.0
- DBDeutsche Bank AG6.0
- FISIFinancial Institutions, Inc.6.0
- OPYOppenheimer Holdings, Inc.6.0
- SYBTStock Yards Bancorp, Inc.6.0
- TWTradeweb Markets Inc.6.0
- INGING Group, N.V.5.9
- PFISPeoples Financial Services Corp5.9
- VVisa Inc.5.9
- WTFCWintrust Financial Corporation5.9
- BBVABanco Bilbao Vizcaya Argentaria5.8
- HGHamilton Insurance Group, Ltd.5.8
- MAMastercard Incorporated5.8
- PFSIPennyMac Financial Services, In5.8
- RYANRyan Specialty Holdings, Inc.5.8
- SEICSEI Investments Company5.8
- TBBKThe Bancorp, Inc.5.7
- CFRCullen/Frost Bankers, Inc.5.6
- EWBCEast West Bancorp, Inc.5.6
- FBPFirst BanCorp. New5.6
- FRBTForbright, Inc.5.6
- TFINTriumph Financial, Inc.5.6
- NDAQNasdaq, Inc.5.5
- COFSChoiceOne Financial Services, I5.4
- ICEIntercontinental Exchange Inc.5.4
- AJGArthur J. Gallagher & Co.5.3
- FDSFactSet Research Systems Inc.5.3
- ARESAres Management Corporation5.2
- CNACNA Financial Corporation5.2
- ERIEErie Indemnity Company5.2
- MKTXMarketAxess Holdings, Inc.5.2
- TFSLTFS Financial Corporation5.0
- BCHBanco De Chile4.8
- ACICAmerican Coastal Insurance Corp4.7
- OWLBlue Owl Capital Inc.4.7
- COINCoinbase Global, Inc.3.8
- CIIBlackRock Enhanced Large Cap Co7.2
- GCBCGreene County Bancorp, Inc.7.1
- HBNCHorizon Bancorp, Inc.7.1
- IXORIX Corporation7.1
- TWNTaiwan Fund, Inc. (The)7.1
- CCNECNB Financial Corporation7.0
- MRXMarex Group Limited7.0
- VCTRVictory Capital Holdings, Inc. 7.0
- ADXAdams Diversified Equity Fund I6.9
- COLBColumbia Banking System, Inc.6.9
- FSUNFirstSun Capital Bancorp6.9
- LCLNLincoln International, Inc.6.9
- LPLALPL Financial Holdings Inc.6.9
- MFGMizuho Financial Group, Inc. Sp6.9
- NWBINorthwest Bancshares, Inc.6.9
- RNSTRenasant Corporation6.9
- AGM-AFederal Agricultural Mortgage C6.8
- BHBBar Harbor Bankshares, Inc.6.8
- BHRBBurke & Herbert Financial Servi6.8
- BWFGBankwell Financial Group, Inc.6.8
- HBTHBT Financial, Inc.6.8
- MCBSMetroCity Bankshares, Inc.6.8
- NBNNortheast Bank6.8
- NMRNomura Holdings Inc6.8
- BSBRBanco Santander Brasil SA6.7
- BSRRSierra Bancorp6.7
- ETOEaton Vance Tax-Advantage Globa6.7
- FBKFB Financial Corporation6.7
- FBNCFirst Bancorp6.7
- GLADGladstone Capital Corporation6.7
- HAFCHanmi Financial Corporation6.7
- HIPOHippo Holdings Inc.6.7
- HOPEHope Bancorp, Inc.6.7
- LNCLincoln National Corporation6.7
- MCBMetropolitan Bank Holding Corp.6.7
- OTFBlue Owl Technology Finance Cor6.7
- SOFISoFi Technologies, Inc.6.7
- BHFAPBrighthouse Financial, Inc. - D6.6
- FSBCFive Star Bancorp6.6
- HAPNHappen, Inc.6.6
- UFCSUnited Fire Group, Inc6.6
- BHKBlackrock Core Bond Trust Black6.5
- BLKBlackRock, Inc.6.5
- BPOPPopular, Inc.6.5
- FCBCFirst Community Bankshares, Inc6.5
- MSBIMidland States Bancorp, Inc.6.5
- MUFGMitsubishi UFJ Financial Group,6.5
- NBBKNB Bancorp, Inc.6.5
- NUNu Holdings Ltd.6.5
- PGCPeapack-Gladstone Financial Cor6.5
- PLMRPalomar Holdings, Inc.6.5
- STTState Street Corporation6.5
- WTBAWest Bancorporation6.5
- AAMIAcadian Asset Management Inc.6.4
- ABAllianceBernstein Holding L.P.6.4
- APOApollo Global Management, Inc. 6.4
- BBDBanco Bradesco Sa6.4
- BLXBladex, Inc. Class E6.4
- EBCEastern Bankshares, Inc.6.4
- EQBKEquity Bancshares, Inc.6.4
- ETWEaton Vance Corporation Eaton V6.4
- GSHDGoosehead Insurance, Inc.6.4
- HDBHDFC Bank Limited6.4
- HTDJohn Hancock Tax Advantaged Div6.4
- INTRInter & Co. Inc.6.4
- LIFEEthos Technologies Inc.6.4
- NICNicolet Bankshares Inc.6.4
- PBProsperity Bancshares, Inc.6.4
- PFLTPennantPark Floating Rate Capit6.4
- PMLPimco Municipal Income Fund II 6.4
- RCBCRIVER CITY BANK6.4
- RMTRoyce Micro-Cap Trust, Inc.6.4
- RQICohen & Steers Quality Income R6.4
- TCBXThird Coast Bancshares, Inc.6.4
- TMPTompkins Financial Corporation6.4
- TRUTransUnion6.4
- UVEUNIVERSAL INSURANCE HOLDINGS IN6.4
- CFFNCapitol Federal Financial, Inc.6.3
- FFBCFirst Financial Bancorp.6.3
- FFINFirst Financial Bankshares, Inc6.3
- GDVGabelli Dividend & Income Trust6.3
- HFWAHeritage Financial Corporation6.3
- HIGThe Hartford Insurance Group, I6.3
- HQLTeklaLife Sciences Investors6.3
- INDBIndependent Bank Corp.6.3
- MORNMorningstar, Inc.6.3
- MUABlackrock MuniAssets Fund, Inc6.3
- OCFCOceanFirst Financial Corp.6.3
- PLBCPlumas Bancorp6.3
- RBBRBB Bancorp6.3
- RPCRidgepost Capital, Inc.6.3
- SFBSServisFirst Bancshares, Inc.6.3
- VBNKVersaBank6.3
- WASHWashington Trust Bancorp, Inc.6.3
- ASBAssociated Banc-Corp6.2
- AVBCAvidia Bancorp, Inc.6.2
- AXPAmerican Express Company6.2
- BRK-BBerkshire Hathaway Inc. New6.2
- CCitigroup, Inc.6.2
- CATYCathay General Bancorp6.2
- DCOMDime Commercial Bancshares, Inc6.2
- DNPDNP Select Income Fund, Inc.6.2
- EGBNEagle Bancorp, Inc.6.2
- FMAOFarmers & Merchants Bancorp, In6.2
- FMNBFarmers National Banc Corp.6.2
- HOODRobinhood Markets, Inc.6.2
- MYIBlackrock MuniYield Quality Fun6.2
- NPNeptune Insurance Holdings Inc.6.2
- NUVNuveen Municipal Value Fund, In6.2
- SCHWCharles Schwab Corporation (The6.2
- SKWDSkyward Specialty Insurance Gro6.2
- VELVelocity Financial, Inc.6.2
- ASICAtegrity Specialty Insurance Co6.1
- AUBAtlantic Union Bankshares Corpo6.1
- BFSTBusiness First Bancshares, Inc.6.1
- BOWBowhead Specialty Holdings Inc.6.1
- BWBBridgewater Bancshares, Inc.6.1
- CBANColony Bankcorp, Inc.6.1
- CIVBCivista Bancshares, Inc.6.1
- CPFCentral Pacific Financial Corp 6.1
- FFCFlaherty & Crumrine Preferred S6.1
- GGNGAMCO Global Gold, Natural Reso6.1
- IBCPIndependent Bank Corporation6.1
- IBNICICI Bank Limited6.1
- KKRKKR & Co. Inc.6.1
- NTBBank of N.T. Butterfield & Son 6.1
- PLGOPelagos Insurance Capital Limit6.1
- PNFPPinnacle Financial Partners, In6.1
- RNPCohen & Steers Reit and Preferr6.1
- RRBIRed River Bancshares, Inc.6.1
- SFSTSouthern First Bancshares, Inc.6.1
- SMFGSumitomo Mitsui Financial Group6.1
- UNTYUnity Bancorp, Inc.6.1
- AIZAssurant, Inc.6.0
- AMALAmalgamated Financial Corp.6.0
- AMTBAmerant Bancorp Inc.6.0
- BBDOBanco Bradesco Sa6.0
- BENFranklin Templeton, Inc.6.0
- BTBTBit Digital, Inc.6.0
- CBKCommercial Bancgroup, Inc.6.0
- CBSHCommerce Bancshares, Inc.6.0
- CFGCitizens Financial Group, Inc.6.0
- ETOReToro Group Ltd.6.0
- FMBHFirst Mid Bancshares, Inc.6.0
- HMNHorace Mann Educators Corporati6.0
- JXNJackson Financial Inc.6.0
- MBWMMercantile Bank Corporation6.0
- MSMorgan Stanley6.0
- MUCBlackrock MuniHoldings Californ6.0
- MYNBlackrock MuniYield New York Qu6.0
- NTRSNorthern Trust Corporation6.0
- ONBOld National Bancorp6.0
- PRKPark National Corporation6.0
- RGAReinsurance Group of America, I6.0
- RVTRoyce Value Trust, Inc.6.0
- SPFISouth Plains Financial, Inc.6.0
- SRCE1st Source Corporation6.0
- TCBKTriCo Bancshares6.0
- THGHanover Insurance Group Inc6.0
- WSFSWSFS Financial Corporation6.0
- XPXP Inc.6.0
- APAMArtisan Partners Asset Manageme5.9
- BAPCredicorp Ltd.5.9
- BBDCBarings BDC, Inc.5.9
- BGRBlackRock Energy and Resources 5.9
- BMEBlackrock Health Sciences Trust5.9
- BYByline Bancorp, Inc.5.9
- ESQEsquire Financial Holdings, Inc5.9
- ETBEaton Vance Tax-Managed Buy-Wri5.9
- FRMEFirst Merchants Corporation5.9
- FULTFulton Financial Corporation5.9
- GUTGabelli Utility Trust (The)5.9
- HWCHancock Whitney Corporation5.9
- KEYKeyCorp5.9
- KYNKayne Anderson MLP/Midstream In5.9
- NEANuveen AMT-Free Quality Municip5.9
- OCSLOaktree Specialty Lending Corpo5.9
- PEOAdams Natural Resources Fund, I5.9
- PHKPimco High Income Fund Pimco Hi5.9
- PNCPNC Financial Services Group, I5.9
- SMBKSmartFinancial, Inc.5.9
- BCSBarclays PLC5.8
- BGCBGC Group, Inc.5.8
- BNYThe Bank of New York Mellon Cor5.8
- BXSLBlackstone Secured Lending Fund5.8
- CBCCentral Bancompany, Inc.5.8
- ETYEaton Vance Tax-Managed Diversi5.8
- FCNCAFirst Citizens BancShares, Inc.5.8
- GABCGerman American Bancorp, Inc.5.8
- GSBDGoldman Sachs BDC, Inc.5.8
- IFSIntercorp Financial Services In5.8
- ITUBItau Unibanco Banco Holding SA5.8
- MFCManulife Financial Corporation5.8
- MSCIMSCI Inc.5.8
- OBTOrange County Bancorp, Inc.5.8
- PDTJohn Hancock Premium Dividend F5.8
- PWPPerella Weinberg Partners5.8
- SFNCSimmons First National Corporat5.8
- SHBIShore Bancshares, Inc.5.8
- SHGShinhan Financial Group Co Ltd5.8
- STEWSTEW5.8
- TDToronto Dominion Bank (The)5.8
- TRMKTrustmark Corporation5.8
- UBSUBS Group AG Registered5.8
- ZIONZions Bancorporation N.A.5.8
- ACTEnact Holdings, Inc.5.7
- AFGAmerican Financial Group, Inc.5.7
- ALLYAlly Financial Inc.5.7
- AROWArrow Financial Corporation5.7
- ASAASA Gold and Precious Metals L5.7
- CHYCalamos Convertible and High In5.7
- CMCanadian Imperial Bank of Comme5.7
- MQYBlackrock MuniYield Quality Fun5.7
- MSDLMSDL5.7
- PEBOPeoples Bancorp Inc.5.7
- PSECProspect Capital Corporation5.7
- UVSPUnivest Financial Corporation5.7
- VLYPOValley National Bancorp - 5.5% 5.7
- VLYPPValley National Bancorp - 6.25%5.7
- AONAon plc5.6
- BFHBread Financial Holdings, Inc.5.6
- BNSBank Nova Scotia Halifax Pfd 35.6
- BUSEFirst Busey Corporation5.6
- CASHPathward Financial, Inc.5.6
- CET110175.6
- CUBICustomers Bancorp, Inc5.6
- FDUSFidus Investment Corporation5.6
- IGRCBRE Clarion Global Real Estate5.6
- LKFNLakeland Financial Corporation5.6
- NXG7330855.6
- OFGOFG Bancorp5.6
- RFRegions Financial Corporation5.6
- TMSTeamshares Inc.5.6
- TSLXSixth Street Specialty Lending,5.6
- USCBUSCB Financial Holdings, Inc.5.6
- WCCBWEST COAST COMMUNITY BANCORP5.6
- ABCBAmeris Bancorp5.5
- ACGLOArch Capital Group Ltd. - Depos5.5
- ASBHAmerican Savings Bank, N.A.5.5
- BMABanco Macro S.A.5.5
- BROBrown & Brown, Inc.5.5
- CACCamden National Corporation5.5
- CHICalamos Convertible Opportuniti5.5
- CMECME Group Inc.5.5
- ECCEagle Point Credit Company Inc.5.5
- FNBF.N.B. Corporation5.5
- HQHTekla Healthcare Investors5.5
- IBKRInteractive Brokers Group, Inc.5.5
- JPCNuveen Preferred & Income Oppor5.5
- NFJAllianzGI NFJ Dividend, Interes5.5
- NXPNuveen Select Tax Free Income P5.5
- PUKPrudential Public Limited Compa5.5
- SBSISouthside Bancshares, Inc.5.5
- TRSTTrustCo Bank Corp NY5.5
- USBU.S. Bancorp5.5
- ACNBACNB Corporation5.4
- AVKAdvent Claymore Convertible Sec5.4
- BTOJohn Hancock Financial Opportun5.4
- BXBlackstone Inc.5.4
- CHWCalamos Global Dynamic Income F5.4
- CLBKColumbia Financial, Inc.5.4
- CNOBConnectOne Bancorp, Inc.5.4
- CSQCalamos Strategic Total Return 5.4
- FAFFirst American Corporation (New5.4
- FRBAFirst Bank5.4
- IQIInvesco Quality Municipal Incom5.4
- MRSHMarsh5.4
- PCNPimco Corporate & Income Strate5.4
- PFSProvident Financial Services, I5.4
- PTYPimco Corporate & Income Opport5.4
- PYPLPayPal Holdings, Inc.5.4
- QCRHQCR Holdings, Inc.5.4
- RNRRenaissanceRe Holdings Ltd.5.4
- SANBanco Santander, S.A. Sponsored5.4
- TCBITexas Capital Bancshares, Inc.5.4
- UBSIUnited Bankshares, Inc.5.4
- WAFDWaFd, Inc.5.4
- WSBCWesBanco, Inc.5.4
- ACGLArch Capital Group Ltd.5.3
- ALRSAlerus Financial Corporation5.3
- BSVNBank7 Corp.5.3
- CCBGCapital City Bank Group5.3
- CHCOCity Holding Company5.3
- HOMBHome BancShares, Inc.5.3
- HTBHomeTrust Bancshares, Inc.5.3
- HYTBlackrock Corporate High Yield 5.3
- MCOMoody's Corporation5.3
- NKXNuveen California AMT-Free Qual5.3
- NMCONMCO5.3
- NRKNuveen New York AMT-Free Qualit5.3
- RYRoyal Bank Of Canada5.3
- SIGISelective Insurance Group, Inc.5.3
- SPNTSiriusPoint Ltd.5.3
- STBAS&T Bancorp, Inc.5.3
- TRVThe Travelers Companies, Inc.5.3
- WABCWestamerica Bancorporation5.3
- AIGAmerican International Group, I5.2
- BDJBlackrock Enhanced Equity Divid5.2
- CBChubb Limited5.2
- IIMInvesco Value Municipal Income 5.2
- MTGMGIC Investment Corporation5.2
- NMZNuveen Municipal High Income Op5.2
- PFBCPreferred Bank5.2
- PFNPIMCO Income Strategy Fund II5.2
- PGRProgressive Corporation (The)5.2
- SYFSynchrony Financial5.2
- AWFAlliancebernstein Global High I5.1
- BACBank of America Corporation5.1
- CLMCornerstone Strategic Value Fd5.1
- MHDBlackrock MuniHoldings Fund, In5.1
- ROOTRoot, Inc.5.1
- SSBSouthState Bank Corporation5.1
- VGMInvesco Trust for Investment Gr5.1
- VKQInvesco Municipal Trust5.1
- VMOInvesco Municipal Opportunity T5.1
- FHBFirst Hawaiian, Inc.5.0
- GSBCGreat Southern Bancorp, Inc.5.0
- JFRNuveen Floating Rate Income Fun5.0
- NACNuveen California Quality Munic5.0
- NPFDNPFD5.0
- NADNuveen Quality Municipal Income4.9
- VYLRVylor Inc.4.9
- WIWWestern Asset Inflation-Linked 4.9
- EVTEaton Vance Tax Advantaged Divi4.8
- FAX5923144.8
- KNSLKinsale Capital Group, Inc.4.8
- VCVInvesco California Value Munici4.8
- DSUBlackrock Debt Strategies Fund,4.7
- NVGNuveen AMT-Free Municipal Credi4.7
- NZFNuveen Municipal Credit Income 4.6
- VVRInvesco Senior Income Trust (D4.6
- BLWBlackrock Limited Duration Inco4.5
- CRCLCircle Internet Group, Inc.4.5
- RLIRLI Corp.4.5
- VALUValue Line, Inc.4.3
- BRBIBRBI BR Partners S.A.3.8
- CARECarter Bankshares, Inc.6.9
- AGMFederal Agricultural Mortgage C6.7
- CZNCCitizens & Northern Corp6.7
- PDLBPonce Financial Group, Inc.6.7
- SIISprott Inc.6.7
- BHFBrighthouse Financial, Inc.6.6
- EZPWEZCORP, Inc.6.6
- FIGRFigure Technology Solutions, In6.6
- PFGPrincipal Financial Group Inc6.6
- WTMWhite Mountains Insurance Group6.6
- KLARKlarna Group plc6.5
- STCStewart Information Services Co6.5
- TOWNTowne Bank6.5
- TRINTrinity Capital Inc.6.5
- AFRMAffirm Holdings, Inc.6.4
- BFCBank First Corporation6.4
- BMNRBitMine Immersion Technologies,6.4
- NBTBNBT Bancorp Inc.6.4
- NCDLNCDL6.4
- PRAAPRA Group, Inc.6.4
- WFWoori Financial Group Inc.6.4
- PBAMPrivate Bancorp of America, Inc6.3
- CSWCCapital Southwest Corporation6.2
- GAINGladstone Investment Corporatio6.2
- IGICInternational General Insurance6.2
- NBHCNational Bank Holdings Corporat6.2
- OSBCOld Second Bancorp, Inc.6.2
- SMBCSouthern Missouri Bancorp, Inc.6.2
- ABTCAmerican Bitcoin Corp.6.1
- ARXAccelerant Holdings6.1
- BRK-ABerkshire Hathaway Inc.6.1
- BTGOBitGo Holdings, Inc.6.1
- ECPGEncore Capital Group Inc6.1
- KBDCKayne Anderson BDC, Inc.6.1
- VINPVinci Compass Investments Ltd.6.1
- WRLDWorld Acceptance Corporation6.1
- ASSTStrive, Inc.6.0
- AXSAxis Capital Holdings Limited6.0
- BUIBlackRock Utility, Infrastructu6.0
- CRBGCorebridge Financial Inc.6.0
- FCFFirst6.0
- GEMIGemini Space Station, Inc.6.0
- MCHBMechanics Bancorp6.0
- MKLMarkel Group Inc.6.0
- MPBMid Penn Bancorp6.0
- CDChaince Digital Holdings Inc. -5.9
- CIBGrupo Cibest S.A.5.9
- FHNFirst Horizon Corporation5.9
- GDOTGreen Dot Corporation5.9
- HSBCHSBC Holdings, plc.5.9
- IVZInvesco Ltd5.9
- LAZLazard, Inc.5.9
- UPSTUpstart Holdings, Inc.5.9
- AFLAFLAC Incorporated5.8
- ARCCAres Capital Corporation5.8
- BBTBeacon Financial Corporation5.8
- BCXBlackRock Resources of Benefic5.8
- BTXBlackRock Technology and Privat5.8
- BWINThe Baldwin Insurance Group, In5.8
- COFCapital One Financial Corporati5.8
- CRD-ACrawford & Company5.8
- EFSCEnterprise Financial Services C5.8
- EMOClearBridge Energy Midstream Op5.8
- EOSEaton Vance Enhance Equity Inco5.8
- GLGlobe Life Inc.5.8
- GNWGenworth Financial Inc5.8
- GOLDGold.com, Inc.5.8
- HLIHoulihan Lokey, Inc.5.8
- MEGIMEGI5.8
- NML15255.8
- WALWestern Alliance Bancorporation5.8
- AVALGrupo Aval Acciones y Valores S5.7
- BANRBanner Corporation5.7
- BMEZBlackRock Health Sciences Trust5.7
- BOHBank of Hawaii Corporation5.7
- BSTBlackRock Science and Technolog5.7
- BSTZBlackRock Science and Technolog5.7
- CBUCommunity Financial System, Inc5.7
- CRD-BCrawford & Company5.7
- DGICBDonegal Group, Inc.5.7
- DPGDuff & Phelps Global Utility In5.7
- EXGEaton Vance Tax-Managed Global 5.7
- FITBFifth Third Bancorp5.7
- GLXYGalaxy Digital Inc.5.7
- NBXGNBXG5.7
- OBDCBlue Owl Capital Corporation5.7
- OPRTOportun Financial Corporation5.7
- PRUPrudential Financial, Inc.5.7
- QQQXNuveen NASDAQ 100 Dynamic Overw5.7
- SLFSun Life Financial Inc.5.7
- STKColumbia Seligman Premium Techn5.7
- VOYAVoya Financial, Inc.5.7
- AIOAllianzGI Artificial Intelligen5.6
- ASGIabrdn Global Infrastructure Inc5.6
- BBARBanco BBVA Argentina S.A.5.6
- CBNKCapital Bancorp, Inc.5.6
- CCDCalamos Dynamic Convertible & I5.6
- CGBDCarlyle Secured Lending, Inc.5.6
- FGF&G Annuities & Life, Inc.5.6
- HIVEHIVE Digital Technologies Ltd5.6
- JPMJP Morgan Chase & Co.5.6
- LMNDLemonade, Inc.5.6
- NMFCNew Mountain Finance Corporatio5.6
- OXLCOxford Lane Capital Corp.5.6
- TBLDThornburg Income Builder Opport5.6
- THWTekla World Healthcare Fund Sha5.6
- BNBrookfield Corporation5.5
- DGICADonegal Group, Inc.5.5
- DXYZDestiny Tech100 Inc.5.5
- FNFFidelity National Financial, In5.5
- FSCOFSCO5.5
- FSKFS KKR Capital Corp.5.5
- GUGGUG5.5
- HASIHA Sustainable Infrastructure C5.5
- KIOKKR Income Opportunities Fund5.5
- LDPCohen & Steers Limited Duration5.5
- MAINMain Street Capital Corporation5.5
- NIEAllianzGI Equity & Convertible 5.5
- NMAINMAI5.5
- NPBNorthpointe Bancshares, Inc.5.5
- PTA2409055.5
- SLMSLM Corporation5.5
- SNEXStoneX Group Inc.5.5
- UTG532705.5
- BURBurford Capital Limited5.4
- CTBICommunity Trust Bancorp, Inc.5.4
- FRHCFreedom Holding Corp.5.4
- GBDCGolub Capital BDC, Inc.5.4
- HUTHut 8 Corp.5.4
- JEFJefferies Financial Group Inc.5.4
- LOBLive Oak Bancshares, Inc.5.4
- MTCMMTec, Inc.5.4
- STEPStepStone Group Inc.5.4
- WFCWells Fargo & Company5.4
- BANCBanc of California, Inc.5.3
- BCSSBain Capital GSS Investment Cor5.3
- CNSCohen & Steers Inc5.3
- EGEverest Group, Ltd.5.3
- ETVEaton Vance Corporation Eaton V5.3
- FPFFirst Trust Intermediate Durati5.3
- GOFGuggenheim Strategic Opportunit5.3
- HBANHuntington Bancshares Incorpora5.3
- IGDVoya Global Equity Dividend and5.3
- PRCHPorch Group, Inc.5.3
- RIOTRiot Platforms, Inc.5.3
- APXTApex Treasury Corporation5.2
- BCATBCAT5.2
- BMRCBank of Marin Bancorp5.2
- ECATECAT5.2
- HBCPHome Bancorp, Inc.5.2
- IBOCInternational Bancshares Corpor5.2
- KBONKarbon Capital Partners Corp.5.2
- KRNYKearny Financial5.2
- NWAXNew America Acquisition I Corp.5.2
- PDIPIMCO Dynamic Income Fund5.2
- UNMUnum Group5.2
- WDIWDI5.2
- AACAres Acquisition Corporation II5.1
- ACPAberdeen Income Credit Strategi5.1
- AEGAegon Ltd. New York Registry Sh5.1
- AGBKAGI Inc5.1
- BBNBlackRock Taxable Municipal Bon5.1
- CRVLCorVel Corp.5.1
- EOIEaton Vance Enhance Equity Inco5.1
- GHYPGIM Global Short Duration High5.1
- MESHMeshflow Acquisition Corp.5.1
- NBBNuveen Taxable Municipal Income5.1
- ORIOld Republic International Corp5.1
- PAXSPIMCO Access Income Fund5.1
- PDOPDO5.1
- RBCAARepublic Bancorp, Inc.5.1
- SLRCSLR Investment Corp.5.1
- SPGIS&P Global Inc.5.1
- VRTSVirtus Investment Partners, Inc5.1
- BCALCalifornia BanCorp5.0
- BITBlackRock Multi-Sector Income T5.0
- BKUBankUnited, Inc.5.0
- CRANCrane Harbor Acquisition Corp. 5.0
- CXIIChurchill Capital Corp XII5.0
- FTHYFTHY5.0
- IEAGInfinite Eagle Acquisition Corp5.0
- MTBM&T Bank Corporation5.0
- NAVINavient Corporation5.0
- RABrookfield Real Assets Income F5.0
- SAFTSafety Insurance Group, Inc.5.0
- SBETSharpLink, Inc.5.0
- SUPVGrupo Supervielle S.A.5.0
- UCBUnited Community Banks, Inc.5.0
- AGOAssured Guaranty Ltd.4.9
- BGYBlackrock Enhanced Internationa4.9
- BMOBank Of Montreal4.9
- BOEBlackrock Enhanced Global Divid4.9
- CRF331384.9
- CSHRCoinShares PLC4.9
- EMDWestern Asset Emerging Markets 4.9
- GTENGores Holdings X, Inc.4.9
- IACOIdea Acquisition Corp.4.9
- JQCNuveen Credit Strategies Income4.9
- KMPRKemper Corporation4.9
- LLoews Corporation4.9
- MBVIM3-Brigade Acquisition VI Corp.4.9
- METMetLife, Inc.4.9
- MUJBlackrock MuniHoldings New Jers4.9
- PSPershing Square Inc.4.9
- BNTBrookfield Wealth Solutions Ltd4.8
- DLYDoubleLine Yield Opportunities 4.8
- GLREGreenlight Reinsurance, Ltd.4.8
- KRSPRice Acquisition Corporation 34.8
- MFICMidCap Financial Investment Cor4.8
- MLAAMountain Lake Acquisition Corp.4.8
- NDMONDMO4.8
- NRIMNorthrim BanCorp Inc4.8
- OZKBank OZK4.8
- PBFSPioneer Bancorp, Inc.4.8
- TIPTTiptree Inc.4.8
- WUWestern Union Company (The)4.8
- AEXAAmerican Exceptionalism Acquisi4.7
- CLBRColombier Acquisition Corp. III4.7
- DMIIDrugs Made In America Acquisiti4.7
- EIGEmployers Holdings Inc4.7
- EVACEQV Ventures Acquisition Corp. 4.7
- EVV3161004.7
- GHXIGores Holdings XI, Inc.4.7
- HIFSHingham Institution for Savings4.7
- KRAQKRAKacquisition Corp4.7
- MMUWestern Asset Managed Municipal4.7
- SLMBPSLM Corporation - Floating Rate4.7
- TYGTortoise Energy Infrastructure 4.7
- UWMCUWM Holdings Corporation4.7
- BGBBlackstone / GSO Strategic Cred4.6
- BRTMB&R Technology Merger Corp.4.6
- CCXIChurchill Capital Corp XI4.6
- GCGRGeneral Catalyst Global Resilie4.6
- GGALGrupo Financiero Galicia S.A.4.6
- KFIIK&F Growth Acquisition Corp. II4.6
- NNINelnet, Inc.4.6
- PWRLPowerlaw Corp.4.6
- BCCQBleichroeder Acquisition Corp. 4.5
- DBCAD. Boral Acquisition I Corp.4.5
- DSLDoubleLine Income Solutions Fun4.5
- FIBKFirst Interstate BancSystem, In4.5
- MEVOM Evo Global Acquisition Corp I4.5
- OSPROsprey Acquisition Corp. III4.5
- TFCTruist Financial Corporation4.5
- THQTekla Healthcare Opportunies Fu4.5
- TRUPTrupanion, Inc.4.5
- USALiberty All-Star Equity Fund4.5
- VCXVCX4.5
- WDWalker & Dunlop, Inc4.5
- WRBW.R. Berkley Corporation4.5
- XIIIChurchill Capital Corp XIII4.5
- BOTRoboStrategy, Inc.4.4
- BSACBanco Santander - Chile4.4
- BTZBlackRock Credit Allocation Inc4.4
- CCBCoastal Financial Corporation4.4
- EIM1004014.4
- ETJEaton Vance Risk-Managed Divers4.4
- HTHHilltop Holdings Inc.4.4
- OXLCOOxford Lane Capital Corp. - Pre4.4
- PDX1706044.4
- RVIRobinhood Ventures Fund I4.4
- CGThe Carlyle Group Inc.4.3
- BTTBlackRock Municipal 2030 Target4.2
- EQHEquitable Holdings, Inc.4.2
- FLGFlagstar Bank, N.A.4.1
- HGTYHagerty, Inc.4.1
- CLSKCleanSpark, Inc.4.0
- IFNIndia Fund, Inc. (The)4.0
- IRENIREN LIMITED3.9
- MARAMARA Holdings, Inc.3.9
- SWRDSTEWARDS INC3.6
- RFAIURF Acquisition Corp II3.5
- NPACNew Providence Acquisition Corp3.4
- XRPNEvernorth Holdings Inc.3.2
Ideas Shortlist
V7 quality resilience bonus: +0.2 (Q=7.3 in RISK_OFF)
Sector modifier (Financial Services): +1.0
Sector modifier (Financial Services): +1.0
V7 quality resilience bonus: +0.2 (Q=7.1 in RISK_OFF)
V7 flight-to-quality bonus: +0.5 (Q=9.2 in RISK_OFF)
Valuation Spread
Data as of 2026-10-29| Symbol | P/E (TTM) | P/E (Fwd) | Market Cap | Score |
|---|---|---|---|---|
| AOD | 3.9x | — | $1.1B | 6.8 |
| GAM | 4.0x | — | $1.5B | 6.6 |
| UTF | 5.5x | — | $2.9B | 6.6 |
| ETG | 4.0x | — | $1.8B | 5.9 |
| SLDE | 6.2x | 7.5x | $3.2B | 7.5 |
| GAB | 4.2x | — | $1.8B | 7.4 |
| HLNE | 12.6x | 11.2x | $5.5B | 7.3 |
| PIPR | 15.5x | 12.4x | $4.7B | 7.2 |
| MBIN | 9.9x | 8.2x | $2.3B | 7.1 |
| OIG | 23.8x | 12.9x | $944M | 7.1 |
| FFA | 4.7x | — | $446M | 7.0 |
| SEZL | 28.5x⚠ | 19.6x | $4.4B | 7.0 |
| ENVA | 13.3x | 8.6x | $4.4B | 6.9 |
| RDN | 8.6x | 6.7x | $4.6B | 6.9 |
| BAM | 27.2x | 22.0x⚠ | $75.7B | 6.8 |
| CACC | 12.0x | 9.9x | $5.7B | 6.8 |
| TPG | 66.6x⚠ | 12.3x | $17.4B | 6.8 |
| WT | 38.8x⚠ | 16.2x | $3.2B | 6.8 |
| AII | 6.2x | 8.5x | $549M | 6.7 |
| AMG | 13.8x | 9.1x | $10.2B | 6.7 |
| ATLC | 11.9x | 6.7x | $1.4B | 6.7 |
| FHI | 10.6x | 9.8x | $4.2B | 6.7 |
| GS | 13.3x | 12.5x | $269.4B | 6.7 |
| HTGC | 8.3x | 8.4x | $3.1B | 6.7 |
| RJF | 13.2x | 9.8x | $30.3B | 6.7 |
| ALL | 5.0x | 8.9x | $63.3B | 6.6 |
| CWBC | 17.3x | 8.7x | $701M | 6.6 |
| HRTG | 5.0x | 6.8x | $1.0B | 6.6 |
| ITIC | 12.6x | — | $507M | 6.6 |
| MCY | 5.9x | 8.2x | $5.5B | 6.6 |
| VIRT | 9.2x | 7.7x | $4.9B | 6.6 |
| GBCI | 18.1x | 13.4x | $6.3B | 6.5 |
| GCMG | 23.5x | 11.4x | $747M | 6.5 |
| KB | 9.9x | 7.4x | $40.1B | 6.5 |
| PAX | 21.7x | 6.4x | $1.5B | 6.5 |
| PJT | 20.3x | 17.1x | $6.3B | 6.5 |
| PRI | 11.2x | 10.3x | $8.6B | 6.5 |
| TROW | 10.4x | 10.2x | $22.2B | 6.5 |
| WTW | 19.9x | 14.0x | $29.9B | 6.5 |
| ABX | 31.2x⚠ | 7.1x | $823M | 6.4 |
| EVR | 16.0x | 14.0x | $11.2B | 6.4 |
| FBIZ | 11.1x | 10.5x | $609M | 6.4 |
| JCAP | 21.4x | 6.3x | $1.1B | 6.4 |
| NMIH | 8.3x | 7.7x | $3.2B | 6.4 |
| NWG | 8.6x | 8.0x | $68.1B | 6.4 |
| TY | 5.5x | — | $1.8B | 6.4 |
| CBOE | 24.6x | 21.1x⚠ | $33.5B | 6.3 |
| FWDI | — | 28.0x⚠ | $555M | 6.3 |
| IOND | — | 31.4x⚠ | $3.1B | 6.3 |
| LYG | 12.8x | 8.8x | $78.8B | 6.3 |
Sector P/E (TTM): median 12.0x, middle half of stocks between 9.1x and 16.5x — computed from the 625 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…