Financial Services
719 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 | 7.1 | Buy Now | $10.78 | +15.0% | ||
| 2 | HCI | 6.6 | Buy Now | $186.29 | +10.3% | ||
| 3 | GAM | 6.5 | Buy Now | $67.16 | +15.0% | ||
| 4 | ETG | 5.9 | Buy Now | $24.40 | +15.0% | ||
| 5 | TY | 5.9 | Buy Now | $35.59 | +15.0% | ||
| 6 | FUTU | 7.6 | Buy Wait | $124.13 | +16.6% | ||
| 7 | SLDE | 7.6 | Buy Wait | $23.48 | -4.4% | ||
| 8 | PIPR | 7.2 | Buy Wait | $75.61 | -2.1% | ||
| 9 | CCNE | 7.1 | Buy Wait | $34.01 | -3.3% | ||
| 10 | SEZL | 7.1 | Buy Wait | $124.12 | +17.8% | ||
| 11 | HLNE | 7.0 | Buy Wait | $106.04 | +9.6% | ||
| 12 | AMG | 6.9 | Buy Wait | $370.87 | +2.6% | ||
| 13 | RDN | 6.9 | Buy Wait | $36.41 | +4.7% | ||
| 14 | AII | 6.8 | Buy Wait | $26.32 | -12.8% | ||
| 15 | GCMG | 6.7 | Buy Wait | $13.72 | -4.0% | ||
| 16 | HIPO | 6.7 | Buy Wait | $33.18 | +5.4% | ||
| 17 | MCY | 6.7 | Buy Wait | $102.97 | -0.9% | ||
| 18 | PJT | 6.7 | Buy Wait | $182.80 | -10.6% | ||
| 19 | RJF | 6.7 | Buy Wait | $179.36 | -9.8% | ||
| 20 | WT | 6.7 | Buy Wait | $24.43 | -19.5% | ||
| 21 | ENVA | 6.6 | Buy Wait | $232.72 | +3.6% | ||
| 22 | JCAP | 6.6 | Buy Wait | $21.09 | +16.3% | ||
| 23 | LNC | 6.6 | Buy Wait | $43.29 | -3.7% | ||
| 24 | LPLA | 6.6 | Buy Wait | $370.69 | +1.4% | ||
| 25 | VCTR | 6.6 | Buy Wait | $118.31 | -23.2% | ||
| 26 | ATLC | 6.5 | Buy Wait | $91.08 | +24.6% | ||
| 27 | BAM | 6.5 | Buy Wait | $52.30 | -1.2% | ||
| 28 | BX | 6.5 | Buy Wait | $142.39 | -9.9% | ||
| 29 | CBOE | 6.4 | Buy Wait | $310.45 | -11.7% | ||
| 30 | EVR | 6.4 | Buy Wait | $290.11 | +9.1% | ||
| 31 | HRTG | 6.4 | Buy Wait | $33.86 | -2.1% | ||
| 32 | IOND | 6.4 | Buy Wait | $70.26 | +1.3% | ||
| 33 | ALL | 6.3 | Buy Wait | $260.58 | -5.3% | ||
| 34 | FHI | 6.3 | Buy Wait | $64.41 | -17.4% | ||
| 35 | FMNB | 6.3 | Buy Wait | $15.68 | -7.8% | ||
| 36 | BPOP | 6.2 | Buy Wait | $169.75 | +1.1% | ||
| 37 | C | 6.2 | Buy Wait | $132.64 | +4.6% | ||
| 38 | FINV | 6.2 | Buy Wait | $3.46 | +87.5% | ||
| 39 | HG | 6.2 | Buy Wait | $35.35 | -5.1% | ||
| 40 | HIG | 6.2 | Buy Wait | $138.55 | -2.7% | ||
| 41 | PRI | 6.2 | Buy Wait | $290.39 | -0.3% | ||
| 42 | TROW | 6.2 | Buy Wait | $111.60 | -14.3% | ||
| 43 | NMIH | 6.1 | Buy Wait | $40.84 | -4.5% | ||
| 44 | IFS | 6.0 | Buy Wait | $54.65 | +5.8% | ||
| 45 | NOAH | 6.0 | Buy Wait | $8.58 | +10.5% | ||
| 46 | RGA | 6.0 | Buy Wait | $245.54 | -3.5% | ||
| 47 | JXN | 5.9 | Buy Wait | $134.16 | -7.5% | ||
| 48 | OPFI | 5.9 | Buy Wait | $7.25 | +51.1% | ||
| 49 | RY | 5.9 | Buy Wait | $204.23 | -14.3% | ||
| 50 | TRV | 5.9 | Buy Wait | $369.90 | -12.3% | ||
Show all 719 stocks ▾
- USBU.S. Bancorp5.9
- AMPAmeriprise Financial, Inc.5.8
- DBDeutsche Bank AG5.8
- FCNCAFirst Citizens BancShares, Inc.5.8
- BFHBread Financial Holdings, Inc.5.7
- BNSBank Nova Scotia Halifax Pfd 35.7
- PRKPark National Corporation5.7
- CFRCullen/Frost Bankers, Inc.5.6
- PGRProgressive Corporation (The)5.6
- SYFSynchrony Financial5.5
- MTGMGIC Investment Corporation5.2
- ASICAtegrity Specialty Insurance Co7.2
- GGNGGN7.2
- TWNTaiwan Fund, Inc. (The)7.2
- GABGAB7.1
- LCLNLincoln International, Inc.7.0
- PKBKParke Bancorp, Inc.7.0
- PMLPML7.0
- VINPVinci Compass Investments Ltd.7.0
- BHFAPBrighthouse Financial, Inc. - D6.9
- BHKBHK6.9
- ETOEaton Vance Tax-Advantage Globa6.9
- IXORIX Corporation6.9
- MFGMizuho Financial Group, Inc. Sp6.9
- ONBOld National Bancorp6.9
- PLBCPlumas Bancorp6.9
- ADXADX6.8
- BOEBOE6.8
- FRSTPrimis Financial Corp.6.8
- ISTRInvestar Holding Corporation6.8
- RNSTRenasant Corporation6.8
- AUBAtlantic Union Bankshares Corpo6.7
- BHBBar Harbor Bankshares, Inc.6.7
- FAFFirst American Corporation (New6.7
- FBKFB Financial Corporation6.7
- FSBCFive Star Bancorp6.7
- HAPNHappen, Inc.6.7
- ITICInvestors Title Company6.7
- MBINMerchants Bancorp6.7
- NBNNortheast Bank6.7
- UFCSUnited Fire Group, Inc6.7
- BSBRBanco Santander Brasil SA6.6
- BWFGBankwell Financial Group, Inc.6.6
- CACCamden National Corporation6.6
- CWBCCommunity West Bancshares6.6
- ETWEaton Vance Corporation Eaton V6.6
- GLADGladstone Capital Corporation6.6
- HAFCHanmi Financial Corporation6.6
- HDBHDFC Bank Limited6.6
- HIFSHingham Institution for Savings6.6
- KBKB Financial Group Inc6.6
- MUFGMitsubishi UFJ Financial Group,6.6
- NUNu Holdings Ltd.6.6
- PAXPatria Investments Limited6.6
- RVTRoyce Value Trust, Inc.6.6
- SFBSServisFirst Bancshares, Inc.6.6
- ABAllianceBernstein Holding L.P.6.5
- CIIBlackRock Enhanced Large Cap Co6.5
- COLBColumbia Banking System, Inc.6.5
- DNPDNP Select Income Fund, Inc.6.5
- EZPWEZCORP, Inc.6.5
- FBIZFirst Business Financial Servic6.5
- HOPEHope Bancorp, Inc.6.5
- HTDJohn Hancock Tax Advantaged Div6.5
- MCBSMetroCity Bankshares, Inc.6.5
- NBBKNB Bancorp, Inc.6.5
- PLMRPalomar Holdings, Inc.6.5
- SFSTSouthern First Bancshares, Inc.6.5
- TWFGTWFG, Inc.6.5
- ZIONZions Bancorporation N.A.6.5
- APOApollo Global Management, Inc. 6.4
- ASBAssociated Banc-Corp6.4
- BFCBank First Corporation6.4
- BHRBBurke & Herbert Financial Servi6.4
- BRK-BBerkshire Hathaway Inc. New6.4
- CFFNCapitol Federal Financial, Inc.6.4
- CLMCornerstone Strategic Value Fd6.4
- EMDEMD6.4
- FCFSFirstCash Holdings, Inc.6.4
- FFAFirst Trust Enhanced Equity Inc6.4
- GBCIGlacier Bancorp, Inc.6.4
- GDVGabelli Dividend & Income Trust6.4
- INDBIndependent Bank Corp.6.4
- LIFEEthos Technologies Inc.6.4
- NTRSNorthern Trust Corporation6.4
- NWBINorthwest Bancshares, Inc.6.4
- OBKOrigin Bancorp, Inc.6.4
- OTFBlue Owl Technology Finance Cor6.4
- PDLBPonce Financial Group, Inc.6.4
- PDTPDT6.4
- RKTRocket Companies, Inc.6.4
- RPCRidgepost Capital, Inc.6.4
- SFStifel Financial Corporation6.4
- SHGShinhan Financial Group Co Ltd6.4
- SIISprott Inc.6.4
- SKWDSkyward Specialty Insurance Gro6.4
- SMBCSouthern Missouri Bancorp, Inc.6.4
- VBNKVersaBank6.4
- WTBAWest Bancorporation6.4
- AXSAxis Capital Holdings Limited6.3
- BYByline Bancorp, Inc.6.3
- CNOBConnectOne Bancorp, Inc.6.3
- CRFCRF6.3
- EWBCEast West Bancorp, Inc.6.3
- FFCFlaherty & Crumrine Preferred S6.3
- FMAOFarmers & Merchants Bancorp, In6.3
- FSUNFirstSun Capital Bancorp6.3
- HBTHBT Financial, Inc.6.3
- HTGCHercules Capital, Inc.6.3
- INTRInter & Co. Inc.6.3
- JPMJP Morgan Chase & Co.6.3
- KYNKayne Anderson MLP/Midstream In6.3
- NUVNuveen Municipal Value Fund, In6.3
- QCRHQCR Holdings, Inc.6.3
- SMFGSumitomo Mitsui Financial Group6.3
- TMPTompkins Financial Corporation6.3
- UVEUNIVERSAL INSURANCE HOLDINGS IN6.3
- AMALAmalgamated Financial Corp.6.2
- ARXAccelerant Holdings6.2
- AVBCAvidia Bancorp, Inc.6.2
- AVKAVK6.2
- AXAxos Financial, Inc.6.2
- BCSBarclays PLC6.2
- BDJBlackrock Enhanced Equity Divid6.2
- BLKBlackRock, Inc.6.2
- BOWBowhead Specialty Holdings Inc.6.2
- EQBKEquity Bancshares, Inc.6.2
- FBPFirst BanCorp. New6.2
- FFBCFirst Financial Bancorp.6.2
- FISIFinancial Institutions, Inc.6.2
- FNLCFirst Bancorp, Inc (ME)6.2
- HQLHQL6.2
- NFJAllianzGI NFJ Dividend, Interes6.2
- NWGNatWest Group plc6.2
- PLGOPelagos Insurance Capital Limit6.2
- PNFPPinnacle Financial Partners, In6.2
- SOFISoFi Technologies, Inc.6.2
- SPFISouth Plains Financial, Inc.6.2
- TCBXThird Coast Bancshares, Inc.6.2
- TRUTransUnion6.2
- VLYValley National Bancorp6.2
- BACBank of America Corporation6.1
- BLXBladex, Inc. Class E6.1
- BMABanco Macro S.A.6.1
- BOHBank of Hawaii Corporation6.1
- BTTBlackRock Municipal 2030 Target6.1
- CFGCitizens Financial Group, Inc.6.1
- CHMGChemung Financial Corp6.1
- CUBICustomers Bancorp, Inc6.1
- FCBCFirst Community Bankshares, Inc6.1
- FHNFirst Horizon Corporation6.1
- GCBCGreene County Bancorp, Inc.6.1
- HFWAHeritage Financial Corporation6.1
- HMNHorace Mann Educators Corporati6.1
- MSCIMSCI Inc.6.1
- NEANEA6.1
- NICNicolet Bankshares Inc.6.1
- OCFCOceanFirst Financial Corp.6.1
- PBProsperity Bancshares, Inc.6.1
- PEBOPeoples Bancorp Inc.6.1
- PNCPNC Financial Services Group, I6.1
- RBBRBB Bancorp6.1
- SHBIShore Bancshares, Inc.6.1
- SMBKSmartFinancial, Inc.6.1
- TREELendingTree, Inc.6.1
- USCBUSCB Financial Holdings, Inc.6.1
- WTWWillis Towers Watson Public Lim6.1
- AIZAssurant, Inc.6.0
- BBDBanco Bradesco Sa6.0
- BMEBME6.0
- BWBBridgewater Bancshares, Inc.6.0
- CBANColony Bankcorp, Inc.6.0
- CIVBCivista Bancshares, Inc.6.0
- ESNTEssent Group Ltd.6.0
- FMBHFirst Mid Bancshares, Inc.6.0
- ITUBItau Unibanco Banco Holding SA6.0
- MBWMMercantile Bank Corporation6.0
- MIAXMiami International Holdings, I6.0
- NRIMNorthrim BanCorp Inc6.0
- NTBBank of N.T. Butterfield & Son 6.0
- NXPNXP6.0
- PEOAdams Natural Resources Fund, I6.0
- RLIRLI Corp.6.0
- SRCE1st Source Corporation6.0
- UTFUTF6.0
- VLYPOValley National Bancorp - 5.5% 6.0
- XZOExzeo Group, Inc.6.0
- ALLYAlly Financial Inc.5.9
- APAMArtisan Partners Asset Manageme5.9
- BGYBlackrock Enhanced Internationa5.9
- BROBrown & Brown, Inc.5.9
- CETCET5.9
- CHWCHW5.9
- ETBEaton Vance Tax-Managed Buy-Wri5.9
- ETYETY5.9
- FINSFINS5.9
- FULTFulton Financial Corporation5.9
- GABCGerman American Bancorp, Inc.5.9
- HBANHuntington Bancshares Incorpora5.9
- HLIHoulihan Lokey, Inc.5.9
- IBCPIndependent Bank Corporation5.9
- IGDVoya Global Equity Dividend and5.9
- KNSLKinsale Capital Group, Inc.5.9
- OBTOrange County Bancorp, Inc.5.9
- OSBCOld Second Bancorp, Inc.5.9
- RRBIRed River Bancshares, Inc.5.9
- SEICSEI Investments Company5.9
- STCStewart Information Services Co5.9
- STEWSTEW5.9
- SYBTStock Yards Bancorp, Inc.5.9
- TFCTruist Financial Corporation5.9
- TRMKTrustmark Corporation5.9
- VLYPPValley National Bancorp - 6.25%5.9
- WSBCWesBanco, Inc.5.9
- WTFCWintrust Financial Corporation5.9
- ACNBACNB Corporation5.8
- AFGAmerican Financial Group, Inc.5.8
- BENFranklin Templeton, Inc.5.8
- CATYCathay General Bancorp5.8
- CMCanadian Imperial Bank of Comme5.8
- CTBICommunity Trust Bancorp, Inc.5.8
- ECCECC5.8
- EOSEaton Vance Enhance Equity Inco5.8
- FBNCFirst Bancorp5.8
- FNBF.N.B. Corporation5.8
- FRMEFirst Merchants Corporation5.8
- GUTGUT5.8
- HPIHPI5.8
- IBNICICI Bank Limited5.8
- MFCManulife Financial Corporation5.8
- NPFDNPFD5.8
- OFGOFG Bancorp5.8
- PCNPCN5.8
- PHKPHK5.8
- THGHanover Insurance Group Inc5.8
- VVisa Inc.5.8
- WALWestern Alliance Bancorporation5.8
- ABCBAmeris Bancorp5.7
- ASAASA5.7
- BFSTBusiness First Bancshares, Inc.5.7
- BUSEFirst Busey Corporation5.7
- CBCCentral Bancompany, Inc.5.7
- CBKCommercial Bancgroup, Inc.5.7
- CHICalamos Convertible Opportuniti5.7
- CHYCalamos Convertible and High In5.7
- CPFCentral Pacific Financial Corp 5.7
- IQIIQI5.7
- KEYKeyCorp5.7
- KRNYKearny Financial5.7
- MCMoelis & Company5.7
- NMCONMCO5.7
- NPNeptune Insurance Holdings Inc.5.7
- NRKNuveen New York AMT-Free Qualit5.7
- TBBKThe Bancorp, Inc.5.7
- TCBITexas Capital Bancshares, Inc.5.7
- TCBKTriCo Bancshares5.7
- TWTradeweb Markets Inc.5.7
- UBSUBS Group AG Registered5.7
- UBSIUnited Bankshares, Inc.5.7
- VKI92685.7
- VKQVKQ5.7
- VOYAVoya Financial, Inc.5.7
- WSFSWSFS Financial Corporation5.7
- AMTBAmerant Bancorp Inc.5.6
- CDChaince Digital Holdings Inc. -5.6
- ESQEsquire Financial Holdings, Inc5.6
- GSHDGoosehead Insurance, Inc.5.6
- INGING Group, N.V.5.6
- JPCNuveen Preferred & Income Oppor5.6
- NACNAC5.6
- PFSProvident Financial Services, I5.6
- PRUPrudential Financial, Inc.5.6
- SLFSun Life Financial Inc.5.6
- SPGIS&P Global Inc.5.6
- TRSTTrustCo Bank Corp NY5.6
- UVSPUnivest Financial Corporation5.6
- VGMInvesco Trust for Investment Gr5.6
- WIWWIW5.6
- CASHPathward Financial, Inc.5.5
- CBSHCommerce Bancshares, Inc.5.5
- FIBKFirst Interstate BancSystem, In5.5
- HBCPHome Bancorp, Inc.5.5
- MTBM&T Bank Corporation5.5
- AONAon plc5.3
- CSQCalamos Strategic Total Return 5.3
- ALRSAlerus Financial Corporation5.2
- CRCLCircle Internet Group, Inc.5.1
- HFROHighland Floating Rate Opportun4.8
- OWLBlue Owl Capital Inc.4.7
- CCAPCrescent Capital BDC, Inc.4.6
- AXGSolowin Holdings4.2
- RCBCRIVER CITY BANK6.7
- GHXIGores Holdings XI, Inc.4.6
- CARECarter Bankshares, Inc.7.2
- TIGRUP Fintech Holding Limited7.2
- MRXMarex Group Limited7.0
- BMNRBitMine Immersion Technologies,6.7
- GSGoldman Sachs Group, Inc. (The)6.7
- WTMWhite Mountains Insurance Group6.7
- ABXAbacus Global Management, Inc.6.6
- MPBMid Penn Bancorp6.6
- NMRNomura Holdings Inc6.6
- ORIOld Republic International Corp6.6
- FIGRFigure Technology Solutions, In6.5
- JEFJefferies Financial Group Inc.6.5
- TPGTPG Inc.6.5
- VIRTVirtu Financial, Inc.6.5
- WFWoori Financial Group Inc.6.5
- AAMIAcadian Asset Management Inc.6.4
- AGM-AFederal Agricultural Mortgage C6.4
- BBTBeacon Financial Corporation6.4
- BHFBrighthouse Financial, Inc.6.4
- CACCCredit Acceptance Corporation6.4
- CZNCCitizens & Northern Corp6.4
- KLARKlarna Group plc6.4
- NBHCNational Bank Holdings Corporat6.4
- PBAMPrivate Bancorp of America, Inc6.4
- TOWNTowne Bank6.4
- HOODRobinhood Markets, Inc.6.3
- MCHBMechanics Bancorp6.3
- MSMorgan Stanley6.3
- PUKPrudential Public Limited Compa6.3
- SCHWCharles Schwab Corporation (The6.3
- AFRMAffirm Holdings, Inc.6.2
- AGMFederal Agricultural Mortgage C6.2
- ALTIAlTi Global, Inc.6.2
- BRK-ABerkshire Hathaway Inc.6.2
- BTGOBitGo Holdings, Inc.6.2
- EBCEastern Bankshares, Inc.6.2
- IGICInternational General Insurance6.2
- KBDCKayne Anderson BDC, Inc.6.2
- MCOMoody's Corporation6.2
- MKLMarkel Group Inc.6.2
- PFLTPennantPark Floating Rate Capit6.2
- TRINTrinity Capital Inc.6.2
- UCBUnited Community Banks, Inc.6.2
- CIBGrupo Cibest S.A.6.1
- CRBGCorebridge Financial Inc.6.1
- ETOReToro Group Ltd.6.1
- GAINGladstone Investment Corporatio6.1
- HSBCHSBC Holdings, plc.6.1
- MCBMetropolitan Bank Holding Corp.6.1
- NBTBNBT Bancorp Inc.6.1
- NCDLNCDL6.1
- PGCPeapack-Gladstone Financial Cor6.1
- PRAAPRA Group, Inc.6.1
- XPXP Inc.6.1
- ASSTStrive, Inc.6.0
- BGCBGC Group, Inc.6.0
- FCFFirst6.0
- MORNMorningstar, Inc.6.0
- OMFOneMain Holdings, Inc.6.0
- OPYOppenheimer Holdings, Inc.6.0
- RMTRoyce Micro-Cap Trust, Inc.6.0
- SBETSharpLink, Inc.6.0
- VELVelocity Financial, Inc.6.0
- BSACBanco Santander - Chile5.9
- CBNKCapital Bancorp, Inc.5.9
- CNSCohen & Steers Inc5.9
- DBRGDigitalBridge Group, Inc.5.9
- GNWGenworth Financial Inc5.9
- NML15255.9
- NPBNorthpointe Bancshares, Inc.5.9
- UPSTUpstart Holdings, Inc.5.9
- AFLAFLAC Incorporated5.8
- BAPCredicorp Ltd.5.8
- BTBTBit Digital, Inc.5.8
- BUIBUI5.8
- BXSLBlackstone Secured Lending Fund5.8
- CNOCNO Financial Group, Inc.5.8
- COFCapital One Financial Corporati5.8
- EMOEMO5.8
- GLGlobe Life Inc.5.8
- HIVEHIVE Digital Technologies Ltd5.8
- IBKRInteractive Brokers Group, Inc.5.8
- IVZInvesco Ltd5.8
- KKRKKR & Co. Inc.5.8
- LOBLive Oak Bancshares, Inc.5.8
- MEGIMEGI5.8
- MSBIMidland States Bancorp, Inc.5.8
- OXLCOxford Lane Capital Corp.5.8
- PFISPeoples Financial Services Corp5.8
- TYGTYG5.8
- ABTCAmerican Bitcoin Corp.5.7
- ARCCAres Capital Corporation5.7
- AXPAmerican Express Company5.7
- BBDCBarings BDC, Inc.5.7
- BBVABanco Bilbao Vizcaya Argentaria5.7
- CBUCommunity Financial System, Inc5.7
- CGBDCarlyle Secured Lending, Inc.5.7
- ECPGEncore Capital Group Inc5.7
- ETVEaton Vance Corporation Eaton V5.7
- EXGEXG5.7
- FLGFlagstar Bank, N.A.5.7
- GDOTGreen Dot Corporation5.7
- GEMIGemini Space Station, Inc.5.7
- HBNCHorizon Bancorp, Inc.5.7
- HUTHut 8 Corp.5.7
- MAMastercard Incorporated5.7
- NBXGNBXG5.7
- RYANRyan Specialty Holdings, Inc.5.7
- SIGISelective Insurance Group, Inc.5.7
- SNEXStoneX Group Inc.5.7
- WFCWells Fargo & Company5.7
- ASGIabrdn Global Infrastructure Inc5.6
- BCXBlackRock Resources of Benefic5.6
- BMEZBlackRock Health Sciences Trust5.6
- BNYThe Bank of New York Mellon Cor5.6
- BSTBST5.6
- CCDCalamos Dynamic Convertible & I5.6
- DCOMDime Commercial Bancshares, Inc5.6
- DGICBDonegal Group, Inc.5.6
- DPGDuff & Phelps Global Utility In5.6
- EGBNEagle Bancorp, Inc.5.6
- FPFFirst Trust Intermediate Durati5.6
- FRHCFreedom Holding Corp.5.6
- GGALGrupo Financiero Galicia S.A.5.6
- GOLDGold.com, Inc.5.6
- GTENGores Holdings X, Inc.5.6
- GUGGUG5.6
- MSDLMSDL5.6
- NIEAllianzGI Equity & Convertible 5.6
- PDIPIMCO Dynamic Income Fund5.6
- PFSIPennyMac Financial Services, In5.6
- QFINQfin Holdings, Inc.5.6
- QQQXNuveen NASDAQ 100 Dynamic Overw5.6
- STKSTK5.6
- TBLDThornburg Income Builder Opport5.6
- TMSTeamshares Inc.5.6
- TSLXSixth Street Specialty Lending,5.6
- ACGLArch Capital Group Ltd.5.5
- ACGLOArch Capital Group Ltd. - Depos5.5
- AIOAllianzGI Artificial Intelligen5.5
- AVALGrupo Aval Acciones y Valores S5.5
- BITBlackRock Multi-Sector Income T5.5
- BSTZBlackRock Science and Technolog5.5
- CLBKColumbia Financial, Inc.5.5
- CRD-ACrawford & Company5.5
- CSWCCapital Southwest Corporation5.5
- DGICADonegal Group, Inc.5.5
- FGF&G Annuities & Life, Inc.5.5
- GLXYGalaxy Digital Inc.5.5
- GSBDGoldman Sachs BDC, Inc.5.5
- HASIHA Sustainable Infrastructure C5.5
- HOMBHome BancShares, Inc.5.5
- HWCHancock Whitney Corporation5.5
- IGRCBRE Clarion Global Real Estate5.5
- IIMInvesco Value Municipal Income 5.5
- JFRJFR5.5
- LDPLDP5.5
- LYGLloyds Banking Group Plc5.5
- MUJMUJ5.5
- NKXNuveen California AMT-Free Qual5.5
- NMAINMAI5.5
- OCSLOaktree Specialty Lending Corpo5.5
- PWPPerella Weinberg Partners5.5
- SBSISouthside Bancshares, Inc.5.5
- SLMSLM Corporation5.5
- UNMUnum Group5.5
- VMOVMO5.5
- WBSWebster Financial Corporation5.5
- ACTEnact Holdings, Inc.5.4
- AROWArrow Financial Corporation5.4
- BANRBanner Corporation5.4
- BBDOBanco Bradesco Sa5.4
- BCHBanco De Chile5.4
- BSRRSierra Bancorp5.4
- BWINThe Baldwin Insurance Group, In5.4
- CRD-BCrawford & Company5.4
- EFSCEnterprise Financial Services C5.4
- EVACEQV Ventures Acquisition Corp. 5.4
- FITBFifth Third Bancorp5.4
- FRBTForbright, Inc.5.4
- FSCOFSCO5.4
- FSKFS KKR Capital Corp.5.4
- HPSJohn Hancock Preferred Income F5.4
- ICEIntercontinental Exchange Inc.5.4
- JQCJQC5.4
- LAZLazard, Inc.5.4
- LKFNLakeland Financial Corporation5.4
- LMNDLemonade, Inc.5.4
- MYIMYI5.4
- NDAQNasdaq, Inc.5.4
- OBDCBlue Owl Capital Corporation5.4
- PSECProspect Capital Corporation5.4
- PSLV"Sprott Physical Silver Trust"5.4
- PTA2409055.4
- PURRHyperliquid Strategies Inc5.4
- PYPLPayPal Holdings, Inc.5.4
- SPNTSiriusPoint Ltd.5.4
- SSBSouthState Bank Corporation5.4
- THWTekla World Healthcare Fund Sha5.4
- USAUSA5.4
- UTG532705.4
- WAFDWaFd, Inc.5.4
- WASHWashington Trust Bancorp, Inc.5.4
- ACICAmerican Coastal Insurance Corp5.3
- AEGAegon Ltd. New York Registry Sh5.3
- AGBKAGI Inc5.3
- APXTApex Treasury Corporation5.3
- BBNBlackRock Taxable Municipal Bon5.3
- BCATBCAT5.3
- BCSSBain Capital GSS Investment Cor5.3
- BURBurford Capital Limited5.3
- CNACNA Financial Corporation5.3
- COFSChoiceOne Financial Services, I5.3
- DFPFlaherty & Crumrine Dynamic Pre5.3
- EGEverest Group, Ltd.5.3
- FDUSFidus Investment Corporation5.3
- FHBFirst Hawaiian, Inc.5.3
- FNFFidelity National Financial, In5.3
- HQHHQH5.3
- HYTBlackrock Corporate High Yield 5.3
- METMetLife, Inc.5.3
- MUAMUA5.3
- NMFCNew Mountain Finance Corporatio5.3
- PAXSPIMCO Access Income Fund5.3
- PDOPDO5.3
- PFBCPreferred Bank5.3
- PHYS"Sprott Physical Gold Trust"5.3
- PSPershing Square Inc.5.3
- RABrookfield Real Assets Income F5.3
- RBCAARepublic Bancorp, Inc.5.3
- TFINTriumph Financial, Inc.5.3
- UNTYUnity Bancorp, Inc.5.3
- WRLDWorld Acceptance Corporation5.3
- ACPAberdeen Income Credit Strategi5.2
- AJGArthur J. Gallagher & Co.5.2
- BCALCalifornia BanCorp5.2
- BKUBankUnited, Inc.5.2
- BNBrookfield Corporation5.2
- BTZBTZ5.2
- CBChubb Limited5.2
- CCBGCapital City Bank Group5.2
- CXIIChurchill Capital Corp XII5.2
- EOIEaton Vance Enhance Equity Inco5.2
- FDSFactSet Research Systems Inc.5.2
- FFINFirst Financial Bankshares, Inc5.2
- GHYPGIM Global Short Duration High5.2
- GOFGOF5.2
- KIOKKR Income Opportunities Fund5.2
- LULufax Holding Ltd5.2
- NADNuveen Quality Municipal Income5.2
- NBBNBB5.2
- NMZNuveen Municipal High Income Op5.2
- NVGNuveen AMT-Free Municipal Credi5.2
- PFGPrincipal Financial Group Inc5.2
- PTYPimco Corporate & Income Opport5.2
- RIOTRiot Platforms, Inc.5.2
- ROOTRoot, Inc.5.2
- STBAS&T Bancorp, Inc.5.2
- STEPStepStone Group Inc.5.2
- TDToronto Dominion Bank (The)5.2
- WDIWDI5.2
- AEXAAmerican Exceptionalism Acquisi5.1
- AWFAlliancebernstein Global High I5.1
- CHCOCity Holding Company5.1
- CMECME Group Inc.5.1
- CRVLCorVel Corp.5.1
- ECATECAT5.1
- ERIEErie Indemnity Company5.1
- EVNEaton Vance Municipal Income Tr5.1
- HTBHomeTrust Bancshares, Inc.5.1
- IBOCInternational Bancshares Corpor5.1
- ISDPGIM Short Duration High Yield 5.1
- MAINMain Street Capital Corporation5.1
- MHDMHD5.1
- MRSHMarsh5.1
- NAVINavient Corporation5.1
- NNINelnet, Inc.5.1
- NWAXNew America Acquisition I Corp.5.1
- NZFNuveen Municipal Credit Income 5.1
- PFNPIMCO Income Strategy Fund II5.1
- RFRegions Financial Corporation5.1
- RNRRenaissanceRe Holdings Ltd.5.1
- AGOAssured Guaranty Ltd.5.0
- AIGAmerican International Group, I5.0
- BANCBanc of California, Inc.5.0
- BBARBanco BBVA Argentina S.A.5.0
- BGBBGB5.0
- DXYZDestiny Tech100 Inc.5.0
- FRBAFirst Bank5.0
- FTHYFTHY5.0
- GBDCGolub Capital BDC, Inc.5.0
- GSBCGreat Southern Bancorp, Inc.5.0
- KBONKarbon Capital Partners Corp.5.0
- MKTXMarketAxess Holdings, Inc.5.0
- SANBanco Santander, S.A. Sponsored5.0
- STTState Street Corporation5.0
- TFSLTFS Financial Corporation5.0
- VCVInvesco California Value Munici5.0
- WABCWestamerica Bancorporation5.0
- WRBW.R. Berkley Corporation5.0
- ARESAres Management Corporation4.9
- BLWBlackrock Limited Duration Inco4.9
- BOTRoboStrategy, Inc.4.9
- CRANCrane Harbor Acquisition Corp. 4.9
- DLYDoubleLine Yield Opportunities 4.9
- EVVEVV4.9
- IEAGInfinite Eagle Acquisition Corp4.9
- IRENIREN LIMITED4.9
- KMPRKemper Corporation4.9
- KRSPRice Acquisition Corporation 34.9
- MBVIM3-Brigade Acquisition VI Corp.4.9
- SUPVGrupo Supervielle S.A.4.9
- UWMCUWM Holdings Corporation4.9
- BGRBlackRock Energy and Resources 4.8
- BMOBank Of Montreal4.8
- BMRCBank of Marin Bancorp4.8
- BTXBlackRock Technology and Privat4.8
- CLBRColombier Acquisition Corp. III4.8
- CSHRCoinShares PLC4.8
- DSUBlackrock Debt Strategies Fund,4.8
- EIGEmployers Holdings Inc4.8
- EVTEaton Vance Tax Advantaged Divi4.8
- FAX5923144.8
- HGTYHagerty, Inc.4.8
- HTHHilltop Holdings Inc.4.8
- LLoews Corporation4.8
- MESHMeshflow Acquisition Corp.4.8
- MQYBlackrock MuniYield Quality Fun4.8
- NDMONDMO4.8
- OZKBank OZK4.8
- PBFSPioneer Bancorp, Inc.4.8
- PRCHPorch Group, Inc.4.8
- SLMBPSLM Corporation - Floating Rate4.8
- VRTSVirtus Investment Partners, Inc4.8
- BNTBrookfield Wealth Solutions Ltd4.7
- BSVNBank7 Corp.4.7
- GCGRGeneral Catalyst Global Resilie4.7
- GLREGreenlight Reinsurance, Ltd.4.7
- IACOIdea Acquisition Corp.4.7
- MAASMaase Inc.4.7
- MMUWestern Asset Managed Municipal4.7
- MUCBlackrock MuniHoldings Californ4.7
- PDX1706044.7
- PWRLPowerlaw Corp.4.7
- RNPCohen & Steers Reit and Preferr4.7
- SLRCSLR Investment Corp.4.7
- WUWestern Union Company (The)4.7
- BTOBTO4.6
- DBCAD. Boral Acquisition I Corp.4.6
- DMIIDrugs Made In America Acquisiti4.6
- SAFTSafety Insurance Group, Inc.4.6
- THQTekla Healthcare Opportunies Fu4.6
- VVRInvesco Senior Income Trust (D4.6
- WDWalker & Dunlop, Inc4.6
- DSLDoubleLine Income Solutions Fun4.5
- EIM1004014.5
- ETJEaton Vance Risk-Managed Divers4.5
- MFICMidCap Financial Investment Cor4.5
- SFNCSimmons First National Corporat4.5
- TIPTTiptree Inc.4.5
- CCXIChurchill Capital Corp XI4.4
- KRAQKRAKacquisition Corp4.4
- RQIRQI4.4
- RVIRobinhood Ventures Fund I4.4
- TRUPTrupanion, Inc.4.4
- EQHEquitable Holdings, Inc.4.3
- CCBCoastal Financial Corporation4.2
- OXLCOOxford Lane Capital Corp. - Pre4.2
- CGThe Carlyle Group Inc.4.1
- CLSKCleanSpark, Inc.4.1
- COINCoinbase Global, Inc.3.9
- IFNIndia Fund, Inc. (The)3.9
- KFIIK&F Growth Acquisition Corp. II3.9
- MARAMARA Holdings, Inc.3.9
- XRPNArmada Acquisition Corp. II3.7
- NPACNew Providence Acquisition Corp3.6
Ideas Shortlist
Strong overall score: 7.1/10
Strong earnings beat streak (4/4)
Attractive valuation
High-quality business
Attractive valuation
Valuation Spread
Data as of 2026-08-29| Symbol | P/E (TTM) | P/E (Fwd) | Market Cap | Score |
|---|---|---|---|---|
| AOD | 4.1x | — | $1.1B | 7.1 |
| HCI | 8.1x | 9.6x | $2.3B | 6.6 |
| GAM | 4.2x | — | $1.6B | 6.5 |
| ETG | 3.8x | — | $1.9B | 5.9 |
| TY | 7.3x | — | $1.9B | 5.9 |
| FUTU | 12.7x | 10.1x | $17.5B | 7.6 |
| SLDE | 5.6x | 6.4x | $2.7B | 7.6 |
| PIPR | 17.3x | 13.5x | $5.3B | 7.2 |
| CCNE | 10.7x | 9.1x | $1.0B | 7.1 |
| SEZL | 27.1x | 18.9x | $4.2B | 7.1 |
| HLNE | 16.3x | 14.6x | $5.9B | 7.0 |
| AMG | 13.0x | 8.7x | $9.6B | 6.9 |
| RDN | 9.0x | 7.0x | $4.8B | 6.9 |
| AII | 6.3x | 8.1x | $515M | 6.8 |
| GCMG | 25.8x | 12.7x | $836M | 6.7 |
| HIPO | 7.0x | 9.3x | $861M | 6.7 |
| MCY | 6.2x | 8.4x | — | 6.7 |
| PJT | 24.3x | 19.7x | $7.6B | 6.7 |
| RJF | 15.4x | 12.4x | $33.8B | 6.7 |
| WT | 44.7x⚠ | 19.1x | $3.8B | 6.7 |
| ENVA | 17.6x | 11.5x | $5.9B | 6.6 |
| JCAP | — | 7.1x | $1.2B | 6.6 |
| LNC | 3.7x | 5.0x | $8.3B | 6.6 |
| LPLA | 28.8x | 12.1x | $28.4B | 6.6 |
| VCTR | 21.9x | 14.2x | $7.5B | 6.6 |
| ATLC | 12.1x | 6.7x | $1.4B | 6.5 |
| BAM | 29.9x⚠ | 24.0x⚠ | $83.2B | 6.5 |
| BX | 32.1x⚠ | 19.2x | $171.7B | 6.5 |
| CBOE | 24.5x | 20.6x⚠ | $32.8B | 6.4 |
| EVR | 16.4x | 12.9x | $11.2B | 6.4 |
| HRTG | 4.9x | 6.6x | $1.0B | 6.4 |
| IOND | — | 30.6x⚠ | $3.2B | 6.4 |
| ALL | 5.2x | 9.4x | $65.1B | 6.3 |
| FHI | 12.1x | 11.1x | $4.8B | 6.3 |
| FMNB | 10.6x | 9.0x | $934M | 6.3 |
| BPOP | 11.5x | 9.8x | $10.8B | 6.2 |
| C | 14.4x | 10.3x | $222.6B | 6.2 |
| FINV | 3.4x | 2.8x | $949M | 6.2 |
| HG | 6.2x | 7.4x | $3.5B | 6.2 |
| HIG | 9.7x | 10.1x | $37.3B | 6.2 |
| PRI | 11.7x | 10.7x | $9.0B | 6.2 |
| TROW | 11.3x | 10.9x | $24.0B | 6.2 |
| NMIH | 8.8x | 8.2x | $3.4B | 6.1 |
| IFS | 10.0x | 7.9x | $6.0B | 6.0 |
| NOAH | 7.0x | 5.6x | $582M | 6.0 |
| RGA | 10.9x | 8.3x | $16.1B | 6.0 |
| JXN | 146.7x⚠ | 4.3x | $9.0B | 5.9 |
| OPFI | 2.4x | 3.8x | $609M | 5.9 |
| RY | 18.7x | 16.0x | $283.2B | 5.9 |
| TRV | 10.0x | 12.2x | $77.0B | 5.9 |
Sector P/E (TTM): median 12.5x, middle half of stocks between 9.7x and 17.7x — computed from the 639 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…