Financial Services
713 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 | TY | 6.5 | Buy Now | $34.58 | +15.0% | ||
| 2 | FUTU | 7.6 | Buy Wait | $112.25 | +29.3% | ||
| 3 | SLDE | 7.4 | Buy Wait | $25.20 | -10.0% | ||
| 4 | SEZL | 7.2 | Buy Wait | $117.30 | +25.4% | ||
| 5 | TIGR | 7.2 | Buy Wait | $4.74 | +41.8% | ||
| 6 | AMG | 7.1 | Buy Wait | $355.80 | +7.0% | ||
| 7 | GAB | 7.1 | Buy Wait | $5.41 | +16.5% | ||
| 8 | HLNE | 7.1 | Buy Wait | $87.74 | +32.3% | ||
| 9 | PIPR | 7.1 | Buy Wait | $72.36 | +2.3% | ||
| 10 | FHI | 7.0 | Buy Wait | $57.10 | -7.1% | ||
| 11 | RDN | 7.0 | Buy Wait | $35.01 | +8.8% | ||
| 12 | VCTR | 7.0 | Buy Wait | $106.56 | -9.9% | ||
| 13 | AOD | 6.9 | Buy Wait | $10.50 | +16.3% | ||
| 14 | ATLC | 6.9 | Buy Wait | $93.02 | +22.1% | ||
| 15 | FIGR | 6.9 | Buy Wait | $35.84 | +35.5% | ||
| 16 | JCAP | 6.9 | Buy Wait | $20.54 | +19.4% | ||
| 17 | FFA | 6.8 | Buy Wait | $22.80 | +16.4% | ||
| 18 | GCMG | 6.8 | Buy Wait | $13.14 | +0.3% | ||
| 19 | HIPO | 6.8 | Buy Wait | $31.24 | +11.9% | ||
| 20 | MCY | 6.8 | Buy Wait | $100.94 | +1.1% | ||
| 21 | RJF | 6.8 | Buy Wait | $164.75 | -1.8% | ||
| 22 | WT | 6.8 | Buy Wait | $23.07 | -8.3% | ||
| 23 | AII | 6.7 | Buy Wait | $26.42 | -13.1% | ||
| 24 | BLK | 6.7 | Buy Wait | $1069.78 | +11.3% | ||
| 25 | BX | 6.7 | Buy Wait | $124.96 | +4.0% | ||
| 26 | GS | 6.7 | Buy Wait | $943.40 | +9.1% | ||
| 27 | PJT | 6.7 | Buy Wait | $151.47 | +7.9% | ||
| 28 | ABX | 6.6 | Buy Wait | $8.77 | +39.7% | ||
| 29 | ALL | 6.6 | Buy Wait | $249.83 | -1.1% | ||
| 30 | BAM | 6.6 | Buy Wait | $46.06 | +12.1% | ||
| 31 | HIG | 6.6 | Buy Wait | $131.89 | +1.9% | ||
| 32 | HRTG | 6.6 | Buy Wait | $34.80 | -3.7% | ||
| 33 | MIAX | 6.6 | Buy Wait | $38.79 | +15.3% | ||
| 34 | TROW | 6.6 | Buy Wait | $104.50 | -8.7% | ||
| 35 | VIRT | 6.6 | Buy Wait | $57.69 | +0.5% | ||
| 36 | HCI | 6.5 | Buy Wait | $187.67 | +9.5% | ||
| 37 | ITIC | 6.5 | Buy Wait | $286.00 | +6.5% | ||
| 38 | NOAH | 6.5 | Buy Wait | $8.10 | +13.9% | ||
| 39 | PNFP | 6.5 | Buy Wait | $96.75 | +11.9% | ||
| 40 | UTF | 6.5 | Buy Wait | $24.72 | +9.7% | ||
| 41 | BRO | 6.4 | Buy Wait | $65.02 | +5.9% | ||
| 42 | CBOE | 6.4 | Buy Wait | $272.86 | +0.6% | ||
| 43 | EVR | 6.4 | Buy Wait | $262.60 | +20.6% | ||
| 44 | GBCI | 6.4 | Buy Wait | $44.67 | +10.7% | ||
| 45 | PRI | 6.4 | Buy Wait | $290.59 | -2.8% | ||
| 46 | PURR | 6.4 | Buy Wait | $14.08 | +34.5% | ||
| 47 | APAM | 6.3 | Buy Wait | $36.68 | -8.5% | ||
| 48 | GAM | 6.3 | Buy Wait | $64.94 | +6.8% | ||
| 49 | FHN | 6.2 | Buy Wait | $23.94 | +5.4% | ||
| 50 | MCO | 6.2 | Buy Wait | $468.59 | +7.9% | ||
Show all 713 stocks ▾
- NMIHNMI Holdings Inc6.2
- HGHamilton Insurance Group, Ltd.6.1
- IONDIonic Digital Inc.6.1
- MCMoelis & Company6.1
- OPFIOppFi Inc.6.1
- SEICSEI Investments Company6.1
- VVisa Inc.6.1
- WTFCWintrust Financial Corporation6.1
- AMPAmeriprise Financial, Inc.6.0
- USBU.S. Bancorp6.0
- XZOExzeo Group, Inc.6.0
- TWTradeweb Markets Inc.5.9
- ETGEaton Vance Tax-Advantaged Glob5.8
- FINVFinVolution Group5.8
- RFRegions Financial Corporation5.7
- ACGLArch Capital Group Ltd.5.4
- MTGMGIC Investment Corporation5.4
- AIGAmerican International Group, I5.3
- FDSFactSet Research Systems Inc.5.3
- CIIBlackRock Enhanced Large Cap Co7.2
- LCLNLincoln International, Inc.7.2
- AUBAtlantic Union Bankshares Corpo7.1
- CCNECNB Financial Corporation7.1
- VINPVinci Compass Investments Ltd.7.1
- ASICAtegrity Specialty Insurance Co7.0
- SFBSServisFirst Bancshares, Inc.7.0
- BHBBar Harbor Bankshares, Inc.6.9
- FBKFB Financial Corporation6.9
- FSBCFive Star Bancorp6.9
- IXORIX Corporation6.9
- MBINMerchants Bancorp6.9
- ONBOld National Bancorp6.9
- PLBCPlumas Bancorp6.9
- TWNTaiwan Fund, Inc. (The)6.9
- BHFAPBrighthouse Financial, Inc. - D6.8
- CWBCCommunity West Bancshares6.8
- HIFSHingham Institution for Savings6.8
- ISTRInvestar Holding Corporation6.8
- LPLALPL Financial Holdings Inc.6.8
- MCBSMetroCity Bankshares, Inc.6.8
- MFGMizuho Financial Group, Inc. Sp6.8
- OBKOrigin Bancorp, Inc.6.8
- PMLPML6.8
- RNSTRenasant Corporation6.8
- UFCSUnited Fire Group, Inc6.8
- ZIONZions Bancorporation N.A.6.8
- ADXADX6.7
- CACCamden National Corporation6.7
- COLBColumbia Banking System, Inc.6.7
- ENVAEnova International, Inc.6.7
- ETOEaton Vance Tax-Advantage Globa6.7
- EZPWEZCORP, Inc.6.7
- GLADGladstone Capital Corporation6.7
- HAFCHanmi Financial Corporation6.7
- HOPEHope Bancorp, Inc.6.7
- JPMJP Morgan Chase & Co.6.7
- MRXMarex Group Limited6.7
- MSMorgan Stanley6.7
- PLMRPalomar Holdings, Inc.6.7
- SCHWCharles Schwab Corporation (The6.7
- STTState Street Corporation6.7
- TMPTompkins Financial Corporation6.7
- UVEUNIVERSAL INSURANCE HOLDINGS IN6.7
- AAMIAcadian Asset Management Inc.6.6
- AVBCAvidia Bancorp, Inc.6.6
- BFCBank First Corporation6.6
- BHKBHK6.6
- BHRBBurke & Herbert Financial Servi6.6
- BRK-BBerkshire Hathaway Inc. New6.6
- BWFGBankwell Financial Group, Inc.6.6
- FAFFirst American Corporation (New6.6
- FCBCFirst Community Bankshares, Inc6.6
- FCFSFirstCash Holdings, Inc.6.6
- HAPNHappen, Inc.6.6
- LNCLincoln National Corporation6.6
- NBBKNB Bancorp, Inc.6.6
- NBNNortheast Bank6.6
- NTRSNorthern Trust Corporation6.6
- PAXPatria Investments Limited6.6
- SFSTSouthern First Bancshares, Inc.6.6
- WTWWillis Towers Watson Public Lim6.6
- AGM-AFederal Agricultural Mortgage C6.5
- CNCKCoincheck Group N.V.6.5
- CNOBConnectOne Bancorp, Inc.6.5
- EQBKEquity Bancshares, Inc.6.5
- ETWEaton Vance Corporation Eaton V6.5
- EWBCEast West Bancorp, Inc.6.5
- GCBCGreene County Bancorp, Inc.6.5
- HTGCHercules Capital, Inc.6.5
- INDBIndependent Bank Corp.6.5
- NUNu Holdings Ltd.6.5
- NWBINorthwest Bancshares, Inc.6.5
- PDLBPonce Financial Group, Inc.6.5
- PNCPNC Financial Services Group, I6.5
- RBBRBB Bancorp6.5
- RKTRocket Companies, Inc.6.5
- RVTRoyce Value Trust, Inc.6.5
- SKWDSkyward Specialty Insurance Gro6.5
- SMBCSouthern Missouri Bancorp, Inc.6.5
- AMALAmalgamated Financial Corp.6.4
- APOApollo Global Management, Inc. 6.4
- ASBAssociated Banc-Corp6.4
- BACBank of America Corporation6.4
- BPOPPopular, Inc.6.4
- BSBRBanco Santander Brasil SA6.4
- BYByline Bancorp, Inc.6.4
- CACCCredit Acceptance Corporation6.4
- FBIZFirst Business Financial Servic6.4
- HFWAHeritage Financial Corporation6.4
- INTRInter & Co. Inc.6.4
- NUVNuveen Municipal Value Fund, In6.4
- OCFCOceanFirst Financial Corp.6.4
- QCRHQCR Holdings, Inc.6.4
- RMTRoyce Micro-Cap Trust, Inc.6.4
- RPCRidgepost Capital, Inc.6.4
- SFStifel Financial Corporation6.4
- SIISprott Inc.6.4
- TCBXThird Coast Bancshares, Inc.6.4
- WTBAWest Bancorporation6.4
- AXAxos Financial, Inc.6.3
- BCSBarclays PLC6.3
- BOHBank of Hawaii Corporation6.3
- CFFNCapitol Federal Financial, Inc.6.3
- CFGCitizens Financial Group, Inc.6.3
- CIBGrupo Cibest S.A.6.3
- FFCFlaherty & Crumrine Preferred S6.3
- FMAOFarmers & Merchants Bancorp, In6.3
- HBTHBT Financial, Inc.6.3
- HDBHDFC Bank Limited6.3
- HTDJohn Hancock Tax Advantaged Div6.3
- JXNJackson Financial Inc.6.3
- KBKB Financial Group Inc6.3
- KNSLKinsale Capital Group, Inc.6.3
- KYNKayne Anderson MLP/Midstream In6.3
- MORNMorningstar, Inc.6.3
- MUFGMitsubishi UFJ Financial Group,6.3
- NWGNatWest Group plc6.3
- PBProsperity Bancshares, Inc.6.3
- PLGOPelagos Insurance Capital Limit6.3
- RCBCRIVER CITY BANK6.3
- RGAReinsurance Group of America, I6.3
- RQIRQI6.3
- RRBIRed River Bancshares, Inc.6.3
- SRCE1st Source Corporation6.3
- TRUTransUnion6.3
- VLYValley National Bancorp6.3
- ABAllianceBernstein Holding L.P.6.2
- BFHBread Financial Holdings, Inc.6.2
- BOWBowhead Specialty Holdings Inc.6.2
- BWBBridgewater Bancshares, Inc.6.2
- CCitigroup, Inc.6.2
- DNPDNP Select Income Fund, Inc.6.2
- FBPFirst BanCorp. New6.2
- FFBCFirst Financial Bancorp.6.2
- GDVGabelli Dividend & Income Trust6.2
- GLGlobe Life Inc.6.2
- HQLHQL6.2
- ITUBItau Unibanco Banco Holding SA6.2
- MCIBarings Corporate Investors6.2
- NICNicolet Bankshares Inc.6.2
- OFGOFG Bancorp6.2
- OTFBlue Owl Technology Finance Cor6.2
- RLIRLI Corp.6.2
- SHBIShore Bancshares, Inc.6.2
- SMBKSmartFinancial, Inc.6.2
- SOFISoFi Technologies, Inc.6.2
- SPFISouth Plains Financial, Inc.6.2
- TFCTruist Financial Corporation6.2
- THGHanover Insurance Group Inc6.2
- TREELendingTree, Inc.6.2
- VBNKVersaBank6.2
- VELVelocity Financial, Inc.6.2
- WSBCWesBanco, Inc.6.2
- ACNBACNB Corporation6.1
- ARCCAres Capital Corporation6.1
- ARXAccelerant Holdings6.1
- BENFranklin Templeton, Inc.6.1
- BGCBGC Group, Inc.6.1
- BMABanco Macro S.A.6.1
- CBANColony Bankcorp, Inc.6.1
- CIVBCivista Bancshares, Inc.6.1
- CNSCohen & Steers Inc6.1
- CUBICustomers Bancorp, Inc6.1
- ECPGEncore Capital Group Inc6.1
- FBNCFirst Bancorp6.1
- FISIFinancial Institutions, Inc.6.1
- FMNBFarmers National Banc Corp.6.1
- FULTFulton Financial Corporation6.1
- GABCGerman American Bancorp, Inc.6.1
- GGNGGN6.1
- GSHDGoosehead Insurance, Inc.6.1
- HMNHorace Mann Educators Corporati6.1
- IBCPIndependent Bank Corporation6.1
- IFSIntercorp Financial Services In6.1
- KKRKKR & Co. Inc.6.1
- MFCManulife Financial Corporation6.1
- NRIMNorthrim BanCorp Inc6.1
- NTBBank of N.T. Butterfield & Son 6.1
- PEBOPeoples Bancorp Inc.6.1
- SMFGSumitomo Mitsui Financial Group6.1
- TCBKTriCo Bancshares6.1
- AIZAssurant, Inc.6.0
- AXPAmerican Express Company6.0
- BAPCredicorp Ltd.6.0
- CATYCathay General Bancorp6.0
- CNOCNO Financial Group, Inc.6.0
- CPFCentral Pacific Financial Corp 6.0
- GUTGUT6.0
- IBKRInteractive Brokers Group, Inc.6.0
- MAMastercard Incorporated6.0
- MBWMMercantile Bank Corporation6.0
- MTBM&T Bank Corporation6.0
- NFJAllianzGI NFJ Dividend, Interes6.0
- NPNeptune Insurance Holdings Inc.6.0
- OMFOneMain Holdings, Inc.6.0
- OPYOppenheimer Holdings, Inc.6.0
- OSBCOld Second Bancorp, Inc.6.0
- PEOAdams Natural Resources Fund, I6.0
- PRKPark National Corporation6.0
- PRUPrudential Financial, Inc.6.0
- SYBTStock Yards Bancorp, Inc.6.0
- TRVThe Travelers Companies, Inc.6.0
- USCBUSCB Financial Holdings, Inc.6.0
- VLYPOValley National Bancorp - 5.5% 6.0
- VLYPPValley National Bancorp - 6.25%6.0
- ABCBAmeris Bancorp5.9
- ALLYAlly Financial Inc.5.9
- BBDCBarings BDC, Inc.5.9
- BFSTBusiness First Bancshares, Inc.5.9
- BMEBME5.9
- BNYThe Bank of New York Mellon Cor5.9
- CBCCentral Bancompany, Inc.5.9
- CLBKColumbia Financial, Inc.5.9
- ESNTEssent Group Ltd.5.9
- ETBEaton Vance Tax-Managed Buy-Wri5.9
- FCNCAFirst Citizens BancShares, Inc.5.9
- FIBKFirst Interstate BancSystem, In5.9
- FMBHFirst Mid Bancshares, Inc.5.9
- FNBF.N.B. Corporation5.9
- FRMEFirst Merchants Corporation5.9
- HBANHuntington Bancshares Incorpora5.9
- NDAQNasdaq, Inc.5.9
- NEANEA5.9
- OCSLOaktree Specialty Lending Corpo5.9
- PDTPDT5.9
- RNPCohen & Steers Reit and Preferr5.9
- STCStewart Information Services Co5.9
- STEWSTEW5.9
- TRMKTrustmark Corporation5.9
- WSFSWSFS Financial Corporation5.9
- XPXP Inc.5.9
- AFGAmerican Financial Group, Inc.5.8
- BBDBanco Bradesco Sa5.8
- BTTBlackRock Municipal 2030 Target5.8
- BXSLBlackstone Secured Lending Fund5.8
- CBKCommercial Bancgroup, Inc.5.8
- CBSHCommerce Bancshares, Inc.5.8
- CFRCullen/Frost Bankers, Inc.5.8
- CHICalamos Convertible Opportuniti5.8
- CHYCalamos Convertible and High In5.8
- CTBICommunity Trust Bancorp, Inc.5.8
- ETYETY5.8
- FINSFINS5.8
- GSBDGoldman Sachs BDC, Inc.5.8
- HWCHancock Whitney Corporation5.8
- KEYKeyCorp5.8
- MSCIMSCI Inc.5.8
- NPFDNPFD5.8
- OBTOrange County Bancorp, Inc.5.8
- PFSProvident Financial Services, I5.8
- SHGShinhan Financial Group Co Ltd5.8
- TCBITexas Capital Bancshares, Inc.5.8
- TDToronto Dominion Bank (The)5.8
- TRSTTrustCo Bank Corp NY5.8
- TSLXSixth Street Specialty Lending,5.8
- UBSUBS Group AG Registered5.8
- ACTEnact Holdings, Inc.5.7
- ASAASA5.7
- BLXBladex, Inc. Class E5.7
- BUSEFirst Busey Corporation5.7
- CASHPathward Financial, Inc.5.7
- DBDeutsche Bank AG5.7
- ESQEsquire Financial Holdings, Inc5.7
- HOMBHome BancShares, Inc.5.7
- IBNICICI Bank Limited5.7
- LKFNLakeland Financial Corporation5.7
- NRKNuveen New York AMT-Free Qualit5.7
- PGRProgressive Corporation (The)5.7
- SLFSun Life Financial Inc.5.7
- SYFSynchrony Financial5.7
- UBSIUnited Bankshares, Inc.5.7
- UVSPUnivest Financial Corporation5.7
- AROWArrow Financial Corporation5.6
- CSQCalamos Strategic Total Return 5.6
- ECCECC5.6
- HBCPHome Bancorp, Inc.5.6
- ICEIntercontinental Exchange Inc.5.6
- IGDVoya Global Equity Dividend and5.6
- IGRCBRE Clarion Global Real Estate5.6
- INGING Group, N.V.5.6
- JPCNuveen Preferred & Income Oppor5.6
- MSDLMSDL5.6
- SPNTSiriusPoint Ltd.5.6
- SSBSouthState Bank Corporation5.6
- STBAS&T Bancorp, Inc.5.6
- AJGArthur J. Gallagher & Co.5.5
- AMTBAmerant Bancorp Inc.5.5
- AONAon plc5.5
- BANRBanner Corporation5.5
- BDJBlackrock Enhanced Equity Divid5.5
- BGRBlackRock Energy and Resources 5.5
- BTOBTO5.5
- CBChubb Limited5.5
- CETCET5.5
- CMCanadian Imperial Bank of Comme5.5
- FDUSFidus Investment Corporation5.5
- FNFFidelity National Financial, In5.5
- FRBTForbright, Inc.5.5
- HQHHQH5.5
- IQIIQI5.5
- MRSHMarsh5.5
- NKXNuveen California AMT-Free Qual5.5
- NMCONMCO5.5
- NXPNXP5.5
- PFBCPreferred Bank5.5
- PHKPHK5.5
- PSECProspect Capital Corporation5.5
- RBCAARepublic Bancorp, Inc.5.5
- TFINTriumph Financial, Inc.5.5
- UNTYUnity Bancorp, Inc.5.5
- VKQVKQ5.5
- WASHWashington Trust Bancorp, Inc.5.5
- ACGLOArch Capital Group Ltd. - Depos5.4
- BBDOBanco Bradesco Sa5.4
- BNSBank Nova Scotia Halifax Pfd 35.4
- FFINFirst Financial Bankshares, Inc5.4
- FHBFirst Hawaiian, Inc.5.4
- JFRJFR5.4
- MUAMUA5.4
- PYPLPayPal Holdings, Inc.5.4
- TFSLTFS Financial Corporation5.4
- UTG532705.4
- VMOVMO5.4
- AVKAVK5.3
- BOEBOE5.3
- CCBGCapital City Bank Group5.3
- CHWCHW5.3
- EVNEaton Vance Municipal Income Tr5.3
- HPIHPI5.3
- MKTXMarketAxess Holdings, Inc.5.3
- VGMInvesco Trust for Investment Gr5.3
- WABCWestamerica Bancorporation5.3
- WRBW.R. Berkley Corporation5.3
- BCALCalifornia BanCorp5.2
- COFSChoiceOne Financial Services, I5.2
- CSHRCoinShares PLC5.2
- FRBAFirst Bank5.2
- HPSJohn Hancock Preferred Income F5.2
- IIMInvesco Value Municipal Income 5.2
- ISDPGIM Short Duration High Yield 5.2
- MUJMUJ5.2
- NMZNuveen Municipal High Income Op5.2
- PFNPIMCO Income Strategy Fund II5.2
- RYRoyal Bank Of Canada5.2
- ACPAberdeen Income Credit Strategi5.1
- ALRSAlerus Financial Corporation5.1
- AWFAlliancebernstein Global High I5.1
- CHCOCity Holding Company5.1
- CLMCornerstone Strategic Value Fd5.1
- ERIEErie Indemnity Company5.1
- HTBHomeTrust Bancshares, Inc.5.1
- MYIMYI5.1
- NADNuveen Quality Municipal Income5.1
- NZFNuveen Municipal Credit Income 5.1
- PCNPCN5.1
- PTYPimco Corporate & Income Opport5.1
- PUKPrudential Public Limited Compa5.1
- RNRRenaissanceRe Holdings Ltd.5.1
- WIWWIW5.1
- HYTBlackrock Corporate High Yield 5.0
- JQCJQC5.0
- MHDMHD5.0
- NVGNuveen AMT-Free Municipal Credi5.0
- CMECME Group Inc.4.9
- GSBCGreat Southern Bancorp, Inc.4.9
- VCVInvesco California Value Munici4.9
- HGTYHagerty, Inc.4.8
- MQYBlackrock MuniYield Quality Fun4.8
- NACNAC4.8
- BLWBlackrock Limited Duration Inco4.7
- FAX5923144.7
- DSUBlackrock Debt Strategies Fund,4.6
- EIM1004014.6
- EVTEaton Vance Tax Advantaged Divi4.6
- AXGSolowin Holdings4.3
- HTTHigh Templar Tech Limited4.2
- HFROHighland Floating Rate Opportun3.6
- RFAIRF Acquisition Corp II3.5
- CARECarter Bankshares, Inc.7.4
- MPBMid Penn Bancorp6.8
- BMNRBitMine Immersion Technologies,6.7
- JEFJefferies Financial Group Inc.6.7
- WTMWhite Mountains Insurance Group6.7
- BBTBeacon Financial Corporation6.6
- BHFBrighthouse Financial, Inc.6.6
- CZNCCitizens & Northern Corp6.6
- EBCEastern Bankshares, Inc.6.6
- UCBUnited Community Banks, Inc.6.6
- AFRMAffirm Holdings, Inc.6.5
- FSUNFirstSun Capital Bancorp6.5
- NMRNomura Holdings Inc6.5
- ORIOld Republic International Corp6.5
- PRAAPRA Group, Inc.6.5
- TRINTrinity Capital Inc.6.5
- ALTIAlTi Global, Inc.6.4
- BRK-ABerkshire Hathaway Inc.6.4
- BTGOBitGo Holdings, Inc.6.4
- KLARKlarna Group plc6.4
- NBHCNational Bank Holdings Corporat6.4
- NBTBNBT Bancorp Inc.6.4
- PGCPeapack-Gladstone Financial Cor6.4
- TOWNTowne Bank6.4
- TPGTPG Inc.6.4
- WFWoori Financial Group Inc.6.4
- CRBGCorebridge Financial Inc.6.3
- GAINGladstone Investment Corporatio6.3
- MCHBMechanics Bancorp6.3
- MKLMarkel Group Inc.6.3
- ABTCAmerican Bitcoin Corp.6.2
- BSACBanco Santander - Chile6.2
- COFCapital One Financial Corporati6.2
- GOLDGold.com, Inc.6.2
- IVZInvesco Ltd6.2
- KBDCKayne Anderson BDC, Inc.6.2
- LIFEEthos Technologies Inc.6.2
- PFLTPennantPark Floating Rate Capit6.2
- WALWestern Alliance Bancorporation6.2
- AGMFederal Agricultural Mortgage C6.1
- AVALGrupo Aval Acciones y Valores S6.1
- AXSAxis Capital Holdings Limited6.1
- CRAQCal Redwood Acquisition Corp.6.1
- HSBCHSBC Holdings, plc.6.1
- IGICInternational General Insurance6.1
- LOBLive Oak Bancshares, Inc.6.1
- MCBMetropolitan Bank Holding Corp.6.1
- NCDLNCDL6.1
- NPBNorthpointe Bancshares, Inc.6.1
- PBAMPrivate Bancorp of America, Inc6.1
- AFLAFLAC Incorporated6.0
- EGBNEagle Bancorp, Inc.6.0
- ETOReToro Group Ltd.6.0
- HUTHut 8 Corp.6.0
- RYANRyan Specialty Holdings, Inc.6.0
- SIGISelective Insurance Group, Inc.6.0
- SNEXStoneX Group Inc.6.0
- BTBTBit Digital, Inc.5.9
- BTXBlackRock Technology and Privat5.9
- CSWCCapital Southwest Corporation5.9
- FCFFirst5.9
- GDOTGreen Dot Corporation5.9
- GNWGenworth Financial Inc5.9
- HIVEHIVE Digital Technologies Ltd5.9
- HOODRobinhood Markets, Inc.5.9
- LAZLazard, Inc.5.9
- TMSTeamshares Inc.5.9
- BCXBlackRock Resources of Benefic5.8
- BUIBUI5.8
- BWINThe Baldwin Insurance Group, In5.8
- CBNKCapital Bancorp, Inc.5.8
- CBUCommunity Financial System, Inc5.8
- CRD-ACrawford & Company5.8
- DBRGDigitalBridge Group, Inc.5.8
- MSBIMidland States Bancorp, Inc.5.8
- PFISPeoples Financial Services Corp5.8
- PFSIPennyMac Financial Services, In5.8
- PWPPerella Weinberg Partners5.8
- TBBKThe Bancorp, Inc.5.8
- UPSTUpstart Holdings, Inc.5.8
- BBVABanco Bilbao Vizcaya Argentaria5.7
- CCDCalamos Dynamic Convertible & I5.7
- CGBDCarlyle Secured Lending, Inc.5.7
- CRD-BCrawford & Company5.7
- DCOMDime Commercial Bancshares, Inc5.7
- DGICBDonegal Group, Inc.5.7
- DPGDuff & Phelps Global Utility In5.7
- FGF&G Annuities & Life, Inc.5.7
- HLIHoulihan Lokey, Inc.5.7
- NBXGNBXG5.7
- NML15255.7
- OXLCOxford Lane Capital Corp.5.7
- QQQXNuveen NASDAQ 100 Dynamic Overw5.7
- SBETSharpLink, Inc.5.7
- SPGIS&P Global Inc.5.7
- VOYAVoya Financial, Inc.5.7
- ASGIabrdn Global Infrastructure Inc5.6
- BCHBanco De Chile5.6
- BMEZBlackRock Health Sciences Trust5.6
- BNBrookfield Corporation5.6
- EFSCEnterprise Financial Services C5.6
- EMOEMO5.6
- EOSEaton Vance Enhance Equity Inco5.6
- EXGEXG5.6
- FITBFifth Third Bancorp5.6
- FLGFlagstar Bank, N.A.5.6
- FSKFS KKR Capital Corp.5.6
- GEMIGemini Space Station, Inc.5.6
- HBNCHorizon Bancorp, Inc.5.6
- KRNYKearny Financial5.6
- LYGLloyds Banking Group Plc5.6
- NMFCNew Mountain Finance Corporatio5.6
- NXG7330855.6
- OBDCBlue Owl Capital Corporation5.6
- PFGPrincipal Financial Group Inc5.6
- SBSISouthside Bancshares, Inc.5.6
- STKSTK5.6
- WFCWells Fargo & Company5.6
- ACICAmerican Coastal Insurance Corp5.5
- BBARBanco BBVA Argentina S.A.5.5
- BSTBST5.5
- BSTZBlackRock Science and Technolog5.5
- DGICADonegal Group, Inc.5.5
- FPFFirst Trust Intermediate Durati5.5
- FRHCFreedom Holding Corp.5.5
- GTENGores Holdings X, Inc.5.5
- HASIHA Sustainable Infrastructure C5.5
- LDPLDP5.5
- MEGIMEGI5.5
- QFINQfin Holdings, Inc.5.5
- SLMSLM Corporation5.5
- WAFDWaFd, Inc.5.5
- BSRRSierra Bancorp5.4
- CRVLCorVel Corp.5.4
- EVACEQV Ventures Acquisition Corp. 5.4
- FSCOFSCO5.4
- GBDCGolub Capital BDC, Inc.5.4
- IBOCInternational Bancshares Corpor5.4
- LMNDLemonade, Inc.5.4
- MAINMain Street Capital Corporation5.4
- PDIPIMCO Dynamic Income Fund5.4
- PTA2409055.4
- TBLDThornburg Income Builder Opport5.4
- THWTekla World Healthcare Fund Sha5.4
- ASSTStrive, Inc.5.3
- BANCBanc of California, Inc.5.3
- BBNBlackRock Taxable Municipal Bon5.3
- BCATBCAT5.3
- BCSSBain Capital GSS Investment Cor5.3
- BKUBankUnited, Inc.5.3
- CNACNA Financial Corporation5.3
- DFPFlaherty & Crumrine Dynamic Pre5.3
- EGEverest Group, Ltd.5.3
- EOIEaton Vance Enhance Equity Inco5.3
- GBLIGlobal Indemnity Group, LLC5.3
- GLXYGalaxy Digital Inc.5.3
- GUGGUG5.3
- KIOKKR Income Opportunities Fund5.3
- LULufax Holding Ltd5.3
- MAASMaase Inc.5.3
- NIEAllianzGI Equity & Convertible 5.3
- NMAINMAI5.3
- NNINelnet, Inc.5.3
- PSPershing Square Inc.5.3
- UNMUnum Group5.3
- APXTApex Treasury Corporation5.2
- DXYZDestiny Tech100 Inc.5.2
- ETVEaton Vance Corporation Eaton V5.2
- GHYPGIM Global Short Duration High5.2
- GOFGOF5.2
- METMetLife, Inc.5.2
- PAXSPIMCO Access Income Fund5.2
- PDOPDO5.2
- PRCHPorch Group, Inc.5.2
- ROOTRoot, Inc.5.2
- STEPStepStone Group Inc.5.2
- WRLDWorld Acceptance Corporation5.2
- AIOAllianzGI Artificial Intelligen5.1
- BITBlackRock Multi-Sector Income T5.1
- BURBurford Capital Limited5.1
- CRFCRF5.1
- CXIIChurchill Capital Corp XII5.1
- NAVINavient Corporation5.1
- NWAXNew America Acquisition I Corp.5.1
- OZKBank OZK5.1
- AEXAAmerican Exceptionalism Acquisi5.0
- BMRCBank of Marin Bancorp5.0
- ECATECAT5.0
- HTHHilltop Holdings Inc.5.0
- IACOIdea Acquisition Corp.5.0
- LLoews Corporation5.0
- NBBNBB5.0
- NDMONDMO5.0
- SANBanco Santander, S.A. Sponsored5.0
- VRTSVirtus Investment Partners, Inc5.0
- AGOAssured Guaranty Ltd.4.9
- ARESAres Management Corporation4.9
- BMOBank Of Montreal4.9
- BNTBrookfield Wealth Solutions Ltd4.9
- CRCLCircle Internet Group, Inc.4.9
- GLREGreenlight Reinsurance, Ltd.4.9
- KRSPRice Acquisition Corporation 34.9
- MFICMidCap Financial Investment Cor4.9
- PBFSPioneer Bancorp, Inc.4.9
- RABrookfield Real Assets Income F4.9
- RIOTRiot Platforms, Inc.4.9
- UWMCUWM Holdings Corporation4.9
- WDIWDI4.9
- WUWestern Union Company (The)4.9
- AEGAegon Ltd. New York Registry Sh4.8
- BGYBlackrock Enhanced Internationa4.8
- BSVNBank7 Corp.4.8
- CCXIChurchill Capital Corp XI4.8
- CRANCrane Harbor Acquisition Corp. 4.8
- EMDEMD4.8
- EVVEVV4.8
- FTHYFTHY4.8
- KMPRKemper Corporation4.8
- MBVIM3-Brigade Acquisition VI Corp.4.8
- PDX1706044.8
- SFNCSimmons First National Corporat4.8
- SLMBPSLM Corporation - Floating Rate4.8
- SLRCSLR Investment Corp.4.8
- SUPVGrupo Supervielle S.A.4.8
- BTZBTZ4.7
- CLBRColombier Acquisition Corp. III4.7
- DMIIDrugs Made In America Acquisiti4.7
- EIGEmployers Holdings Inc4.7
- GCGRGeneral Catalyst Global Resilie4.7
- KRAQKRAKacquisition Corp4.7
- MESHMeshflow Acquisition Corp.4.7
- MMUWestern Asset Managed Municipal4.7
- OWLBlue Owl Capital Inc.4.7
- PWRLPowerlaw Corp.4.7
- SAFTSafety Insurance Group, Inc.4.7
- THQTekla Healthcare Opportunies Fu4.7
- TRUPTrupanion, Inc.4.7
- TYGTYG4.7
- BGBBGB4.6
- BOTRoboStrategy, Inc.4.6
- DLYDoubleLine Yield Opportunities 4.6
- MEVOM Evo Global Acquisition Corp I4.6
- OSPROsprey Acquisition Corp. III4.6
- TIPTTiptree Inc.4.6
- USAUSA4.6
- CCBCoastal Financial Corporation4.5
- DBCAD. Boral Acquisition I Corp.4.5
- GGALGrupo Financiero Galicia S.A.4.5
- MUCBlackrock MuniHoldings Californ4.5
- WDWalker & Dunlop, Inc4.5
- ETJEaton Vance Risk-Managed Divers4.4
- IRENIREN LIMITED4.4
- RVIRobinhood Ventures Fund I4.4
- VVRInvesco Senior Income Trust (D4.4
- CGThe Carlyle Group Inc.4.3
- CLSKCleanSpark, Inc.4.2
- DSLDoubleLine Income Solutions Fun4.2
- EQHEquitable Holdings, Inc.4.2
- OXLCOOxford Lane Capital Corp. - Pre4.2
- MARAMARA Holdings, Inc.4.0
- IFNIndia Fund, Inc. (The)3.9
- COINCoinbase Global, Inc.3.8
- RFAIURF Acquisition Corp II3.7
- NPACNew Providence Acquisition Corp3.6
- KFIIK&F Growth Acquisition Corp. II3.5
Ideas Shortlist
Sector modifier (Financial Services): +1.0
V7 flight-to-quality bonus: +0.5 (Q=8.1 in RISK_OFF)
V7 flight-to-quality bonus: +0.5 (Q=9.2 in RISK_OFF)
V7 flight-to-quality bonus: +0.5 (Q=9.2 in RISK_OFF)
V7 quality resilience bonus: +0.2 (Q=7.0 in RISK_OFF)
Valuation Spread
Data as of 2026-09-19| Symbol | P/E (TTM) | P/E (Fwd) | Market Cap | Score |
|---|---|---|---|---|
| TY | 5.4x | — | $1.8B | 6.5 |
| FUTU | 10.9x | 9.0x | $15.6B | 7.6 |
| SLDE | 6.2x | 6.8x | $2.9B | 7.4 |
| SEZL | 25.7x | 17.0x | $3.8B | 7.2 |
| TIGR | 9.7x | 5.3x | $852M | 7.2 |
| AMG | 12.0x | 8.2x | $9.1B | 7.1 |
| GAB | 4.3x | — | $1.8B | 7.1 |
| HLNE | 13.7x | 12.0x | $5.9B | 7.1 |
| PIPR | 16.5x | 13.0x | $5.1B | 7.1 |
| FHI | 10.5x | 9.6x | $4.2B | 7.0 |
| RDN | 8.7x | 6.6x | $4.6B | 7.0 |
| VCTR | 18.9x | 12.2x | $6.4B | 7.0 |
| AOD | 4.0x | — | $1.1B | 6.9 |
| ATLC | 12.1x | 7.1x | $1.4B | 6.9 |
| FIGR | 34.8x⚠ | 18.0x | $7.6B | 6.9 |
| JCAP | — | 6.7x | $1.2B | 6.9 |
| FFA | 4.7x | — | $456M | 6.8 |
| GCMG | 24.4x | 12.0x | $790M | 6.8 |
| HIPO | 6.8x | 9.1x | $844M | 6.8 |
| MCY | 6.0x | 8.2x | $5.6B | 6.8 |
| RJF | 14.4x | 11.5x | $31.5B | 6.8 |
| WT | 40.4x⚠ | 16.8x | $3.4B | 6.8 |
| AII | 6.2x | 8.3x | $525M | 6.7 |
| BLK | 24.9x | 16.4x | $171.2B | 6.7 |
| BX | 27.6x | 16.8x | $149.9B | 6.7 |
| GS | 14.5x | 12.9x | $277.0B | 6.7 |
| PJT | 20.8x | 16.7x | $6.4B | 6.7 |
| ABX | 33.6x⚠ | 7.9x | $887M | 6.6 |
| ALL | 5.1x | 9.1x | $63.8B | 6.6 |
| BAM | 26.0x | 20.9x⚠ | $72.5B | 6.6 |
| HIG | 9.3x | 9.7x | $36.1B | 6.6 |
| HRTG | 5.0x | 6.8x | $1.1B | 6.6 |
| MIAX | 26.3x | 19.4x⚠ | $3.7B | 6.6 |
| TROW | 10.3x | 10.0x | $21.9B | 6.6 |
| VIRT | 9.5x | 8.3x | $5.1B | 6.6 |
| HCI | 8.1x | 9.6x | $2.3B | 6.5 |
| ITIC | 14.0x | — | $559M | 6.5 |
| NOAH | 6.4x | 5.6x | $556M | 6.5 |
| PNFP | 13.2x | 8.4x | $14.6B | 6.5 |
| UTF | 5.2x | — | $2.8B | 6.5 |
| BRO | 21.1x | 13.5x | $21.8B | 6.4 |
| CBOE | 21.1x | 17.5x | $27.8B | 6.4 |
| EVR | 14.8x | 11.6x | $10.1B | 6.4 |
| GBCI | 18.4x | 12.4x | $5.8B | 6.4 |
| PRI | 11.7x | 10.7x | $8.9B | 6.4 |
| PURR | 3.6x | 38.9x⚠ | $2.5B | 6.4 |
| APAM | 8.7x | 9.2x | $2.6B | 6.3 |
| GAM | 4.0x | — | $1.5B | 6.3 |
| FHN | 11.5x | 10.4x | $11.4B | 6.2 |
| MCO | 29.5x | 24.4x⚠ | $80.0B | 6.2 |
Sector P/E (TTM): median 12.3x, middle half of stocks between 9.5x and 17.6x — computed from the 633 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…