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 | FFA | 7.1 | Buy Now | $22.23 | +15.0% | ||
| 2 | AOD | 6.8 | Buy Now | $10.20 | +15.0% | ||
| 3 | GAM | 6.6 | Buy Now | $64.45 | +15.0% | ||
| 4 | UTF | 6.5 | Buy Now | $26.67 | +15.0% | ||
| 5 | ETG | 6.0 | Buy Now | $23.11 | +15.0% | ||
| 6 | HLNE | 7.5 | Buy Wait | $85.66 | +25.1% | ||
| 7 | SLDE | 7.3 | Buy Wait | $27.54 | -8.4% | ||
| 8 | GAB | 7.2 | Buy Wait | $5.24 | +21.1% | ||
| 9 | MBIN | 7.1 | Buy Wait | $52.00 | +9.5% | ||
| 10 | PIPR | 7.1 | Buy Wait | $68.72 | -1.8% | ||
| 11 | OIG | 7.0 | Buy Wait | $9.84 | +32.4% | ||
| 12 | SEZL | 7.0 | Buy Wait | $133.86 | +8.6% | ||
| 13 | ATLC | 6.9 | Buy Wait | $98.15 | +15.8% | ||
| 14 | ENVA | 6.9 | Buy Wait | $181.04 | +10.9% | ||
| 15 | HRTG | 6.9 | Buy Wait | $36.14 | -8.3% | ||
| 16 | WT | 6.9 | Buy Wait | $21.55 | +4.4% | ||
| 17 | AII | 6.8 | Buy Wait | $28.71 | -16.4% | ||
| 18 | BAM | 6.8 | Buy Wait | $48.60 | +3.4% | ||
| 19 | GCMG | 6.8 | Buy Wait | $12.61 | +0.3% | ||
| 20 | RDN | 6.8 | Buy Wait | $35.68 | +6.2% | ||
| 21 | AMG | 6.7 | Buy Wait | $399.02 | -2.8% | ||
| 22 | FHI | 6.7 | Buy Wait | $58.01 | -11.7% | ||
| 23 | GS | 6.7 | Buy Wait | $927.73 | +8.8% | ||
| 24 | RJF | 6.7 | Buy Wait | $161.29 | -1.8% | ||
| 25 | ALL | 6.6 | Buy Wait | $255.92 | -5.3% | ||
| 26 | ITIC | 6.6 | Buy Wait | $273.01 | +14.8% | ||
| 27 | PAX | 6.6 | Buy Wait | $9.30 | +38.8% | ||
| 28 | PURR | 6.6 | Buy Wait | $12.29 | +54.4% | ||
| 29 | VIRT | 6.6 | Buy Wait | $54.21 | +11.4% | ||
| 30 | ABX | 6.5 | Buy Wait | $8.61 | +38.9% | ||
| 31 | EVR | 6.5 | Buy Wait | $297.59 | +0.2% | ||
| 32 | MIAX | 6.5 | Buy Wait | $31.44 | +26.7% | ||
| 33 | PJT | 6.5 | Buy Wait | $151.97 | -7.8% | ||
| 34 | APO | 6.4 | Buy Wait | $118.56 | +12.0% | ||
| 35 | CBOE | 6.4 | Buy Wait | $314.25 | -5.1% | ||
| 36 | IOND | 6.4 | Buy Wait | $69.30 | +13.7% | ||
| 37 | NWG | 6.4 | Buy Wait | $17.00 | +9.6% | ||
| 38 | OPFI | 6.4 | Buy Wait | $5.86 | +75.0% | ||
| 39 | TROW | 6.4 | Buy Wait | $106.63 | -13.5% | ||
| 40 | TY | 6.4 | Buy Wait | $34.59 | +16.2% | ||
| 41 | FWDI | 6.3 | Buy Wait | $6.94 | +44.9% | ||
| 42 | JCAP | 6.3 | Buy Wait | $19.93 | +23.1% | ||
| 43 | LIFE | 6.3 | Buy Wait | $43.62 | -25.2% | ||
| 44 | NMIH | 6.3 | Buy Wait | $43.18 | -1.5% | ||
| 45 | NP | 6.3 | Buy Wait | $28.81 | +3.5% | ||
| 46 | PRI | 6.3 | Buy Wait | $283.55 | -0.7% | ||
| 47 | XZO | 6.3 | Buy Wait | $17.71 | +24.8% | ||
| 48 | AMP | 6.2 | Buy Wait | $497.90 | -3.1% | ||
| 49 | BOW | 6.2 | Buy Wait | $34.13 | -12.5% | ||
| 50 | HCI | 6.2 | Buy Wait | $198.23 | +3.6% | ||
Show all 710 stocks ▾
- CSWCCapital Southwest Corporation6.1
- FCFSFirstCash Holdings, Inc.6.1
- SEICSEI Investments Company6.1
- MCMoelis & Company6.0
- TWTradeweb Markets Inc.6.0
- VVisa Inc.6.0
- VLYValley National Bancorp5.9
- VOYAVoya Financial, Inc.5.7
- NMFCNew Mountain Finance Corporatio5.6
- FBPFirst BanCorp. New5.5
- TFINTriumph Financial, Inc.5.5
- CNACNA Financial Corporation5.3
- FDSFactSet Research Systems Inc.5.2
- MKTXMarketAxess Holdings, Inc.5.2
- CRVLCorVel Corp.5.0
- BCHBanco De Chile4.9
- LLoews Corporation4.9
- SAFTSafety Insurance Group, Inc.4.9
- HGTYHagerty, Inc.4.0
- CIIBlackRock Enhanced Large Cap Co7.3
- TWNTaiwan Fund, Inc. (The)7.2
- GCBCGreene County Bancorp, Inc.7.1
- IXORIX Corporation7.1
- LCLNLincoln International, Inc.7.1
- CCNECNB Financial Corporation7.0
- HBNCHorizon Bancorp, Inc.7.0
- MFGMizuho Financial Group, Inc. Sp7.0
- MRXMarex Group Limited7.0
- ADXAdams Diversified Equity Fund I6.9
- BHRBBurke & Herbert Financial Servi6.9
- BWFGBankwell Financial Group, Inc.6.9
- HBTHBT Financial, Inc.6.9
- HIPOHippo Holdings Inc.6.9
- NBNNortheast Bank6.9
- NMRNomura Holdings Inc6.9
- VCTRVictory Capital Holdings, Inc. 6.9
- AGM-AFederal Agricultural Mortgage C6.8
- BHBBar Harbor Bankshares, Inc.6.8
- BHFAPBrighthouse Financial, Inc. - D6.8
- BSRRSierra Bancorp6.8
- CACCCredit Acceptance Corporation6.8
- COLBColumbia Banking System, Inc.6.8
- ETOEaton Vance Tax-Advantage Globa6.8
- HAPNHappen, Inc.6.8
- MCBSMetroCity Bankshares, Inc.6.8
- NWBINorthwest Bancshares, Inc.6.8
- BSBRBanco Santander Brasil SA6.7
- CWBCCommunity West Bancshares6.7
- GLADGladstone Capital Corporation6.7
- LNCLincoln National Corporation6.7
- MCYMercury General Corporation6.7
- AAMIAcadian Asset Management Inc.6.6
- BPOPPopular, Inc.6.6
- HOPEHope Bancorp, Inc.6.6
- LYGLloyds Banking Group Plc6.6
- MSBIMidland States Bancorp, Inc.6.6
- OTFBlue Owl Technology Finance Cor6.6
- PBProsperity Bancshares, Inc.6.6
- PMLPimco Municipal Income Fund II 6.6
- SOFISoFi Technologies, Inc.6.6
- BHKBlackrock Core Bond Trust Black6.5
- BLKBlackRock, Inc.6.5
- BLXBladex, Inc. Class E6.5
- BMNRBitMine Immersion Technologies,6.5
- ETWEaton Vance Corporation Eaton V6.5
- FBIZFirst Business Financial Servic6.5
- FBKFB Financial Corporation6.5
- FBNCFirst Bancorp6.5
- FSBCFive Star Bancorp6.5
- GBCIGlacier Bancorp, Inc.6.5
- HDBHDFC Bank Limited6.5
- HTGCHercules Capital, Inc.6.5
- IBCPIndependent Bank Corporation6.5
- KBKB Financial Group Inc6.5
- LPLALPL Financial Holdings Inc.6.5
- MCBMetropolitan Bank Holding Corp.6.5
- MUFGMitsubishi UFJ Financial Group,6.5
- NBBKNB Bancorp, Inc.6.5
- NUNu Holdings Ltd.6.5
- PGCPeapack-Gladstone Financial Cor6.5
- PLBCPlumas Bancorp6.5
- RCBCRIVER CITY BANK6.5
- RPCRidgepost Capital, Inc.6.5
- RQICohen & Steers Quality Income R6.5
- UFCSUnited Fire Group, Inc6.5
- WTBAWest Bancorporation6.5
- WTWWillis Towers Watson Public Lim6.5
- BRK-BBerkshire Hathaway Inc. New6.4
- EBCEastern Bankshares, Inc.6.4
- EQBKEquity Bancshares, Inc.6.4
- HTDJohn Hancock Tax Advantaged Div6.4
- INTRInter & Co. Inc.6.4
- MORNMorningstar, Inc.6.4
- MUABlackrock MuniAssets Fund, Inc6.4
- NICNicolet Bankshares Inc.6.4
- PLMRPalomar Holdings, Inc.6.4
- RKTRocket Companies, Inc.6.4
- RMTRoyce Micro-Cap Trust, Inc.6.4
- STTState Street Corporation6.4
- TCBXThird Coast Bancshares, Inc.6.4
- TMPTompkins Financial Corporation6.4
- TRUTransUnion6.4
- UVEUNIVERSAL INSURANCE HOLDINGS IN6.4
- VBNKVersaBank6.4
- ABAllianceBernstein Holding L.P.6.3
- AXAxos Financial, Inc.6.3
- AXPAmerican Express Company6.3
- BBDBanco Bradesco Sa6.3
- CCitigroup, Inc.6.3
- FFINFirst Financial Bankshares, Inc6.3
- HQLTeklaLife Sciences Investors6.3
- INDBIndependent Bank Corp.6.3
- NUVNuveen Municipal Value Fund, In6.3
- OMFOneMain Holdings, Inc.6.3
- PFLTPennantPark Floating Rate Capit6.3
- RRBIRed River Bancshares, Inc.6.3
- SFBSServisFirst Bancshares, Inc.6.3
- VELVelocity Financial, Inc.6.3
- ASBAssociated Banc-Corp6.2
- CATYCathay General Bancorp6.2
- CBANColony Bankcorp, Inc.6.2
- CFGCitizens Financial Group, Inc.6.2
- DNPDNP Select Income Fund, Inc.6.2
- EGBNEagle Bancorp, Inc.6.2
- FFCFlaherty & Crumrine Preferred S6.2
- FMAOFarmers & Merchants Bancorp, In6.2
- FMNBFarmers National Banc Corp.6.2
- FSUNFirstSun Capital Bancorp6.2
- GDVGabelli Dividend & Income Trust6.2
- GSHDGoosehead Insurance, Inc.6.2
- HFWAHeritage Financial Corporation6.2
- HIGThe Hartford Insurance Group, I6.2
- MUCBlackrock MuniHoldings Californ6.2
- MYIBlackrock MuniYield Quality Fun6.2
- PNFPPinnacle Financial Partners, In6.2
- RBBRBB Bancorp6.2
- SCHWCharles Schwab Corporation (The6.2
- SFSTSouthern First Bancshares, Inc.6.2
- SKWDSkyward Specialty Insurance Gro6.2
- SMFGSumitomo Mitsui Financial Group6.2
- SPFISouth Plains Financial, Inc.6.2
- THGHanover Insurance Group Inc6.2
- WASHWashington Trust Bancorp, Inc.6.2
- AMALAmalgamated Financial Corp.6.1
- AVBCAvidia Bancorp, Inc.6.1
- BENFranklin Templeton, Inc.6.1
- BFSTBusiness First Bancshares, Inc.6.1
- BWBBridgewater Bancshares, Inc.6.1
- CIVBCivista Bancshares, Inc.6.1
- CNOCNO Financial Group, Inc.6.1
- DCOMDime Commercial Bancshares, Inc6.1
- ECPGEncore Capital Group Inc6.1
- GGNGAMCO Global Gold, Natural Reso6.1
- GUTGabelli Utility Trust (The)6.1
- HMNHorace Mann Educators Corporati6.1
- IBNICICI Bank Limited6.1
- JXNJackson Financial Inc.6.1
- KEYKeyCorp6.1
- MCHBMechanics Bancorp6.1
- MSMorgan Stanley6.1
- RVTRoyce Value Trust, Inc.6.1
- TBBKThe Bancorp, Inc.6.1
- AIZAssurant, Inc.6.0
- AMTBAmerant Bancorp Inc.6.0
- AUBAtlantic Union Bankshares Corpo6.0
- BAPCredicorp Ltd.6.0
- CBSHCommerce Bancshares, Inc.6.0
- CFFNCapitol Federal Financial, Inc.6.0
- ETBEaton Vance Tax-Managed Buy-Wri6.0
- ETOReToro Group Ltd.6.0
- FISIFinancial Institutions, Inc.6.0
- FRMEFirst Merchants Corporation6.0
- KKRKKR & Co. Inc.6.0
- MFCManulife Financial Corporation6.0
- MYNBlackrock MuniYield New York Qu6.0
- NEANuveen AMT-Free Quality Municip6.0
- NTRSNorthern Trust Corporation6.0
- OPYOppenheimer Holdings, Inc.6.0
- PDTJohn Hancock Premium Dividend F6.0
- PLGOPelagos Insurance Capital Limit6.0
- PRKPark National Corporation6.0
- PWPPerella Weinberg Partners6.0
- RGAReinsurance Group of America, I6.0
- RNPCohen & Steers Reit and Preferr6.0
- SRCE1st Source Corporation6.0
- SYBTStock Yards Bancorp, Inc.6.0
- UNTYUnity Bancorp, Inc.6.0
- WSFSWSFS Financial Corporation6.0
- WTFCWintrust Financial Corporation6.0
- AFGAmerican Financial Group, Inc.5.9
- ASICAtegrity Specialty Insurance Co5.9
- BBDOBanco Bradesco Sa5.9
- BGRBlackRock Energy and Resources 5.9
- BMEBlackrock Health Sciences Trust5.9
- BTBTBit Digital, Inc.5.9
- BXSLBlackstone Secured Lending Fund5.9
- BYByline Bancorp, Inc.5.9
- CPFCentral Pacific Financial Corp 5.9
- ESQEsquire Financial Holdings, Inc5.9
- ETYEaton Vance Tax-Managed Diversi5.9
- FFBCFirst Financial Bancorp.5.9
- FMBHFirst Mid Bancshares, Inc.5.9
- IFSIntercorp Financial Services In5.9
- INGING Group, N.V.5.9
- ITUBItau Unibanco Banco Holding SA5.9
- KYNKayne Anderson MLP/Midstream In5.9
- MAMastercard Incorporated5.9
- OBTOrange County Bancorp, Inc.5.9
- OFGOFG Bancorp5.9
- ONBOld National Bancorp5.9
- PEOAdams Natural Resources Fund, I5.9
- PNCPNC Financial Services Group, I5.9
- RYANRyan Specialty Holdings, Inc.5.9
- SBSISouthside Bancshares, Inc.5.9
- SFStifel Financial Corporation5.9
- STEWSTEW5.9
- TSLXSixth Street Specialty Lending,5.9
- VLYPOValley National Bancorp - 5.5% 5.9
- XPXP Inc.5.9
- ALLYAlly Financial Inc.5.8
- ASAASA Gold and Precious Metals L5.8
- BBDCBarings BDC, Inc.5.8
- BBTBeacon Financial Corporation5.8
- BFHBread Financial Holdings, Inc.5.8
- BGCBGC Group, Inc.5.8
- BNYThe Bank of New York Mellon Cor5.8
- CBCCentral Bancompany, Inc.5.8
- CFRCullen/Frost Bankers, Inc.5.8
- EFSCEnterprise Financial Services C5.8
- EWBCEast West Bancorp, Inc.5.8
- FULTFulton Financial Corporation5.8
- HWCHancock Whitney Corporation5.8
- ICEIntercontinental Exchange Inc.5.8
- MQYBlackrock MuniYield Quality Fun5.8
- MSCIMSCI Inc.5.8
- PHKPimco High Income Fund Pimco Hi5.8
- SANBanco Santander, S.A. Sponsored5.8
- SHBIShore Bancshares, Inc.5.8
- SHGShinhan Financial Group Co Ltd5.8
- SMBKSmartFinancial, Inc.5.8
- TCBKTriCo Bancshares5.8
- TDToronto Dominion Bank (The)5.8
- VLYPPValley National Bancorp - 6.25%5.8
- APAMArtisan Partners Asset Manageme5.7
- ARCCAres Capital Corporation5.7
- AROWArrow Financial Corporation5.7
- BCSBarclays PLC5.7
- CACCamden National Corporation5.7
- CBKCommercial Bancgroup, Inc.5.7
- CET110175.7
- CHYCalamos Convertible and High In5.7
- CMCanadian Imperial Bank of Comme5.7
- CMECME Group Inc.5.7
- CSQCalamos Strategic Total Return 5.7
- CUBICustomers Bancorp, Inc5.7
- DBDeutsche Bank AG5.7
- ECCEagle Point Credit Company Inc.5.7
- FCBCFirst Community Bankshares, Inc5.7
- GABCGerman American Bancorp, Inc.5.7
- GSBDGoldman Sachs BDC, Inc.5.7
- HAFCHanmi Financial Corporation5.7
- LKFNLakeland Financial Corporation5.7
- MBWMMercantile Bank Corporation5.7
- NXG7330855.7
- OCSLOaktree Specialty Lending Corpo5.7
- PSECProspect Capital Corporation5.7
- UBSUBS Group AG Registered5.7
- USBU.S. Bancorp5.7
- ZIONZions Bancorporation N.A.5.7
- ACTEnact Holdings, Inc.5.6
- ASBHAmerican Savings Bank, N.A.5.6
- BNSBank Nova Scotia Halifax Pfd 35.6
- BTOJohn Hancock Financial Opportun5.6
- CTBICommunity Trust Bancorp, Inc.5.6
- FAFFirst American Corporation (New5.6
- FNBF.N.B. Corporation5.6
- MSDLMSDL5.6
- PEBOPeoples Bancorp Inc.5.6
- RFRegions Financial Corporation5.6
- SFNCSimmons First National Corporat5.6
- SLFSun Life Financial Inc.5.6
- UVSPUnivest Financial Corporation5.6
- WCCBWEST COAST COMMUNITY BANCORP5.6
- ABCBAmeris Bancorp5.5
- AJGArthur J. Gallagher & Co.5.5
- AVKAdvent Claymore Convertible Sec5.5
- BANRBanner Corporation5.5
- BMABanco Macro S.A.5.5
- BROBrown & Brown, Inc.5.5
- CHICalamos Convertible Opportuniti5.5
- CLBKColumbia Financial, Inc.5.5
- CNOBConnectOne Bancorp, Inc.5.5
- FCNCAFirst Citizens BancShares, Inc.5.5
- FDUSFidus Investment Corporation5.5
- FRBTForbright, Inc.5.5
- HQHTekla Healthcare Investors5.5
- IBKRInteractive Brokers Group, Inc.5.5
- MRSHMarsh5.5
- NFJAllianzGI NFJ Dividend, Interes5.5
- NKXNuveen California AMT-Free Qual5.5
- NMCONMCO5.5
- NRKNuveen New York AMT-Free Qualit5.5
- NTBBank of N.T. Butterfield & Son 5.5
- PCNPimco Corporate & Income Strate5.5
- PFSProvident Financial Services, I5.5
- PTYPimco Corporate & Income Opport5.5
- STBAS&T Bancorp, Inc.5.5
- TMSTeamshares Inc.5.5
- TRMKTrustmark Corporation5.5
- TRSTTrustCo Bank Corp NY5.5
- USCBUSCB Financial Holdings, Inc.5.5
- UTG532705.5
- ACNBACNB Corporation5.4
- BDJBlackrock Enhanced Equity Divid5.4
- BXBlackstone Inc.5.4
- CHWCalamos Global Dynamic Income F5.4
- IGRCBRE Clarion Global Real Estate5.4
- JPCNuveen Preferred & Income Oppor5.4
- NMZNuveen Municipal High Income Op5.4
- NXPNuveen Select Tax Free Income P5.4
- PUKPrudential Public Limited Compa5.4
- RYRoyal Bank Of Canada5.4
- SPNTSiriusPoint Ltd.5.4
- WABCWestamerica Bancorporation5.4
- WAFDWaFd, Inc.5.4
- WSBCWesBanco, Inc.5.4
- ALRSAlerus Financial Corporation5.3
- BSVNBank7 Corp.5.3
- CASHPathward Financial, Inc.5.3
- CCBGCapital City Bank Group5.3
- CHCOCity Holding Company5.3
- FRBAFirst Bank5.3
- HBCPHome Bancorp, Inc.5.3
- HTBHomeTrust Bancshares, Inc.5.3
- IIMInvesco Value Municipal Income 5.3
- IQIInvesco Quality Municipal Incom5.3
- JFRNuveen Floating Rate Income Fun5.3
- MHDBlackrock MuniHoldings Fund, In5.3
- PYPLPayPal Holdings, Inc.5.3
- QCRHQCR Holdings, Inc.5.3
- TCBITexas Capital Bancshares, Inc.5.3
- UBSIUnited Bankshares, Inc.5.3
- VGMInvesco Trust for Investment Gr5.3
- VKQInvesco Municipal Trust5.3
- BACBank of America Corporation5.2
- BOEBlackrock Enhanced Global Divid5.2
- CBChubb Limited5.2
- CLMCornerstone Strategic Value Fd5.2
- COFSChoiceOne Financial Services, I5.2
- ERIEErie Indemnity Company5.2
- FHBFirst Hawaiian, Inc.5.2
- HOMBHome BancShares, Inc.5.2
- HYTBlackrock Corporate High Yield 5.2
- PFBCPreferred Bank5.2
- PFNPIMCO Income Strategy Fund II5.2
- PGRProgressive Corporation (The)5.2
- ROOTRoot, Inc.5.2
- TFSLTFS Financial Corporation5.2
- TRVThe Travelers Companies, Inc.5.2
- VMOInvesco Municipal Opportunity T5.2
- ACGLArch Capital Group Ltd.5.1
- ACGLOArch Capital Group Ltd. - Depos5.1
- AIGAmerican International Group, I5.1
- AWFAlliancebernstein Global High I5.1
- MTGMGIC Investment Corporation5.1
- NADNuveen Quality Municipal Income5.1
- NPFDNPFD5.1
- OWLBlue Owl Capital Inc.5.1
- SIGISelective Insurance Group, Inc.5.1
- SYFSynchrony Financial5.1
- WIWWestern Asset Inflation-Linked 5.1
- GSBCGreat Southern Bancorp, Inc.5.0
- KNSLKinsale Capital Group, Inc.5.0
- RNRRenaissanceRe Holdings Ltd.5.0
- SSBSouthState Bank Corporation5.0
- DSUBlackrock Debt Strategies Fund,4.9
- EVTEaton Vance Tax Advantaged Divi4.9
- VCVInvesco California Value Munici4.9
- VYLRVylor Inc.4.9
- FAX5923144.8
- NACNuveen California Quality Munic4.8
- NZFNuveen Municipal Credit Income 4.8
- BLWBlackrock Limited Duration Inco4.7
- FIBKFirst Interstate BancSystem, In4.7
- NVGNuveen AMT-Free Municipal Credi4.7
- RLIRLI Corp.4.7
- VVRInvesco Senior Income Trust (D4.5
- VALUValue Line, Inc.4.3
- BRBIBRBI BR Partners S.A.3.7
- CARECarter Bankshares, Inc.7.2
- TOWNTowne Bank6.8
- EZPWEZCORP, Inc.6.7
- FIGRFigure Technology Solutions, In6.7
- PDLBPonce Financial Group, Inc.6.7
- SIISprott Inc.6.7
- TPGTPG Inc.6.7
- WTMWhite Mountains Insurance Group6.7
- AGMFederal Agricultural Mortgage C6.6
- BHFBrighthouse Financial, Inc.6.6
- KLARKlarna Group plc6.6
- AFRMAffirm Holdings, Inc.6.5
- CZNCCitizens & Northern Corp6.5
- PFGPrincipal Financial Group Inc6.5
- PRAAPRA Group, Inc.6.5
- STCStewart Information Services Co6.5
- TRINTrinity Capital Inc.6.5
- NCDLNCDL6.4
- PBAMPrivate Bancorp of America, Inc6.4
- ABTCAmerican Bitcoin Corp.6.3
- BFCBank First Corporation6.3
- BRK-ABerkshire Hathaway Inc.6.3
- GAINGladstone Investment Corporatio6.3
- OSBCOld Second Bancorp, Inc.6.3
- WFWoori Financial Group Inc.6.3
- BTGOBitGo Holdings, Inc.6.2
- MKLMarkel Group Inc.6.2
- ARXAccelerant Holdings6.1
- ASSTStrive, Inc.6.1
- AXSAxis Capital Holdings Limited6.1
- HSBCHSBC Holdings, plc.6.1
- IGICInternational General Insurance6.1
- WRLDWorld Acceptance Corporation6.1
- BBVABanco Bilbao Vizcaya Argentaria6.0
- BUIBlackRock Utility, Infrastructu6.0
- CIBGrupo Cibest S.A.6.0
- CRBGCorebridge Financial Inc.6.0
- ESNTEssent Group Ltd.6.0
- GDOTGreen Dot Corporation6.0
- GEMIGemini Space Station, Inc.6.0
- HGHamilton Insurance Group, Ltd.6.0
- HLIHoulihan Lokey, Inc.6.0
- KBDCKayne Anderson BDC, Inc.6.0
- MPBMid Penn Bancorp6.0
- SMBCSouthern Missouri Bancorp, Inc.6.0
- VINPVinci Compass Investments Ltd.6.0
- WALWestern Alliance Bancorporation6.0
- BCXBlackRock Resources of Benefic5.9
- COFCapital One Financial Corporati5.9
- GOLDGold.com, Inc.5.9
- LAZLazard, Inc.5.9
- MEGIMEGI5.9
- PRUPrudential Financial, Inc.5.9
- UPSTUpstart Holdings, Inc.5.9
- AFLAFLAC Incorporated5.8
- BSTBlackRock Science and Technolog5.8
- BSTZBlackRock Science and Technolog5.8
- BTXBlackRock Technology and Privat5.8
- BWINThe Baldwin Insurance Group, In5.8
- CDChaince Digital Holdings Inc. -5.8
- EMOClearBridge Energy Midstream Op5.8
- EOSEaton Vance Enhance Equity Inco5.8
- FHNFirst Horizon Corporation5.8
- NBXGNBXG5.8
- NDAQNasdaq, Inc.5.8
- NML15255.8
- OCFCOceanFirst Financial Corp.5.8
- PFISPeoples Financial Services Corp5.8
- QQQXNuveen NASDAQ 100 Dynamic Overw5.8
- RNSTRenasant Corporation5.8
- STKColumbia Seligman Premium Techn5.8
- AIOAllianzGI Artificial Intelligen5.7
- AONAon plc5.7
- ASGIabrdn Global Infrastructure Inc5.7
- BMEZBlackRock Health Sciences Trust5.7
- CRD-ACrawford & Company5.7
- DGICBDonegal Group, Inc.5.7
- DPGDuff & Phelps Global Utility In5.7
- EXGEaton Vance Tax-Managed Global 5.7
- FGF&G Annuities & Life, Inc.5.7
- FITBFifth Third Bancorp5.7
- GLGlobe Life Inc.5.7
- GNWGenworth Financial Inc5.7
- JPMJP Morgan Chase & Co.5.7
- LMNDLemonade, Inc.5.7
- OBDCBlue Owl Capital Corporation5.7
- OPRTOportun Financial Corporation5.7
- SNEXStoneX Group Inc.5.7
- TBLDThornburg Income Builder Opport5.7
- AVALGrupo Aval Acciones y Valores S5.6
- BOHBank of Hawaii Corporation5.6
- CBUCommunity Financial System, Inc5.6
- CCDCalamos Dynamic Convertible & I5.6
- CGBDCarlyle Secured Lending, Inc.5.6
- CRD-BCrawford & Company5.6
- EGEverest Group, Ltd.5.6
- HASIHA Sustainable Infrastructure C5.6
- JEFJefferies Financial Group Inc.5.6
- KIOKKR Income Opportunities Fund5.6
- NMAINMAI5.6
- OXLCOxford Lane Capital Corp.5.6
- PFSIPennyMac Financial Services, In5.6
- BBARBanco BBVA Argentina S.A.5.5
- BNBrookfield Corporation5.5
- CBNKCapital Bancorp, Inc.5.5
- DGICADonegal Group, Inc.5.5
- FRHCFreedom Holding Corp.5.5
- FSCOFSCO5.5
- GUGGUG5.5
- HIVEHIVE Digital Technologies Ltd5.5
- HUTHut 8 Corp.5.5
- IVZInvesco Ltd5.5
- MAINMain Street Capital Corporation5.5
- NIEAllianzGI Equity & Convertible 5.5
- NPBNorthpointe Bancshares, Inc.5.5
- SLMSLM Corporation5.5
- STEPStepStone Group Inc.5.5
- THWTekla World Healthcare Fund Sha5.5
- BCSSBain Capital GSS Investment Cor5.4
- FNFFidelity National Financial, In5.4
- FPFFirst Trust Intermediate Durati5.4
- FSKFS KKR Capital Corp.5.4
- HBANHuntington Bancshares Incorpora5.4
- IGDVoya Global Equity Dividend and5.4
- LDPCohen & Steers Limited Duration5.4
- PTA2409055.4
- WFCWells Fargo & Company5.4
- APXTApex Treasury Corporation5.3
- ARESAres Management Corporation5.3
- BANCBanc of California, Inc.5.3
- BURBurford Capital Limited5.3
- ECATECAT5.3
- ETVEaton Vance Corporation Eaton V5.3
- FCFFirst5.3
- GBDCGolub Capital BDC, Inc.5.3
- GOFGuggenheim Strategic Opportunit5.3
- MCOMoody's Corporation5.3
- PAXSPIMCO Access Income Fund5.3
- PDOPDO5.3
- PRCHPorch Group, Inc.5.3
- RBCAARepublic Bancorp, Inc.5.3
- BBNBlackRock Taxable Municipal Bon5.2
- BCATBCAT5.2
- BMRCBank of Marin Bancorp5.2
- CNSCohen & Steers Inc5.2
- CRANCrane Harbor Acquisition Corp. 5.2
- CXIIChurchill Capital Corp XII5.2
- DXYZDestiny Tech100 Inc.5.2
- EOIEaton Vance Enhance Equity Inco5.2
- GLXYGalaxy Digital Inc.5.2
- IBOCInternational Bancshares Corpor5.2
- KBONKarbon Capital Partners Corp.5.2
- LOBLive Oak Bancshares, Inc.5.2
- MTCMMTec, Inc.5.2
- NBTBNBT Bancorp Inc.5.2
- NWAXNew America Acquisition I Corp.5.2
- PDIPIMCO Dynamic Income Fund5.2
- RIOTRiot Platforms, Inc.5.2
- SPGIS&P Global Inc.5.2
- WDIWDI5.2
- AACAres Acquisition Corporation II5.1
- ACICAmerican Coastal Insurance Corp5.1
- ACPAberdeen Income Credit Strategi5.1
- AGBKAGI Inc5.1
- AGOAssured Guaranty Ltd.5.1
- BMOBank Of Montreal5.1
- METMetLife, Inc.5.1
- NBBNuveen Taxable Municipal Income5.1
- RABrookfield Real Assets Income F5.1
- SLRCSLR Investment Corp.5.1
- UCBUnited Community Banks, Inc.5.1
- UNMUnum Group5.1
- VRTSVirtus Investment Partners, Inc5.1
- AEGAegon Ltd. New York Registry Sh5.0
- BITBlackRock Multi-Sector Income T5.0
- EMDWestern Asset Emerging Markets 5.0
- FTHYFTHY5.0
- GHYPGIM Global Short Duration High5.0
- JQCNuveen Credit Strategies Income5.0
- KFIIK&F Growth Acquisition Corp. II5.0
- KRNYKearny Financial5.0
- NAVINavient Corporation5.0
- NRIMNorthrim BanCorp Inc5.0
- PBFSPioneer Bancorp, Inc.5.0
- BKUBankUnited, Inc.4.9
- CSHRCoinShares PLC4.9
- GTENGores Holdings X, Inc.4.9
- IEAGInfinite Eagle Acquisition Corp4.9
- KRSPRice Acquisition Corporation 34.9
- MBVIM3-Brigade Acquisition VI Corp.4.9
- MESHMeshflow Acquisition Corp.4.9
- MFICMidCap Financial Investment Cor4.9
- MTBM&T Bank Corporation4.9
- ORIOld Republic International Corp4.9
- TIPTTiptree Inc.4.9
- BCALCalifornia BanCorp4.8
- BCCQBleichroeder Acquisition Corp. 4.8
- BGYBlackrock Enhanced Internationa4.8
- CLBRColombier Acquisition Corp. III4.8
- CRF331384.8
- EIGEmployers Holdings Inc4.8
- IACOIdea Acquisition Corp.4.8
- KMPRKemper Corporation4.8
- KRAQKRAKacquisition Corp4.8
- MUJBlackrock MuniHoldings New Jers4.8
- NDMONDMO4.8
- PSPershing Square Inc.4.8
- PWRLPowerlaw Corp.4.8
- SUPVGrupo Supervielle S.A.4.8
- TFCTruist Financial Corporation4.8
- THQTekla Healthcare Opportunies Fu4.8
- TRUPTrupanion, Inc.4.8
- AEXAAmerican Exceptionalism Acquisi4.7
- BNTBrookfield Wealth Solutions Ltd4.7
- BUSEFirst Busey Corporation4.7
- DLYDoubleLine Yield Opportunities 4.7
- EVV3161004.7
- GCGRGeneral Catalyst Global Resilie4.7
- GHXIGores Holdings XI, Inc.4.7
- GLREGreenlight Reinsurance, Ltd.4.7
- MLAAMountain Lake Acquisition Corp.4.7
- MMUWestern Asset Managed Municipal4.7
- NNINelnet, Inc.4.7
- OZKBank OZK4.7
- PDX1706044.7
- SBETSharpLink, Inc.4.7
- SLMBPSLM Corporation - Floating Rate4.7
- TYGTortoise Energy Infrastructure 4.7
- USALiberty All-Star Equity Fund4.7
- UWMCUWM Holdings Corporation4.7
- WUWestern Union Company (The)4.7
- BGBBlackstone / GSO Strategic Cred4.6
- BRTMB&R Technology Merger Corp.4.6
- BSACBanco Santander - Chile4.6
- CCXIChurchill Capital Corp XI4.6
- EVACEQV Ventures Acquisition Corp. 4.6
- HOODRobinhood Markets, Inc.4.6
- MEVOM Evo Global Acquisition Corp I4.6
- NBHCNational Bank Holdings Corporat4.6
- OSPROsprey Acquisition Corp. III4.6
- WDWalker & Dunlop, Inc4.6
- WRBW.R. Berkley Corporation4.6
- BOTRoboStrategy, Inc.4.5
- CRCLCircle Internet Group, Inc.4.5
- DBCAD. Boral Acquisition I Corp.4.5
- DMIIDrugs Made In America Acquisiti4.5
- ETJEaton Vance Risk-Managed Divers4.5
- GGALGrupo Financiero Galicia S.A.4.5
- HIFSHingham Institution for Savings4.5
- XIIIChurchill Capital Corp XIII4.5
- CCBCoastal Financial Corporation4.4
- CGThe Carlyle Group Inc.4.4
- EIM1004014.4
- EQHEquitable Holdings, Inc.4.4
- HTHHilltop Holdings Inc.4.4
- BTTBlackRock Municipal 2030 Target4.3
- BTZBlackRock Credit Allocation Inc4.3
- DSLDoubleLine Income Solutions Fun4.3
- OXLCOOxford Lane Capital Corp. - Pre4.3
- RVIRobinhood Ventures Fund I4.2
- VCXVCX4.2
- IRENIREN LIMITED4.1
- CLSKCleanSpark, Inc.4.0
- FLGFlagstar Bank, N.A.4.0
- IFNIndia Fund, Inc. (The)4.0
- MARAMARA Holdings, Inc.3.9
- COINCoinbase Global, Inc.3.8
- RFAIURF Acquisition Corp II3.6
- NPACNew Providence Acquisition Corp3.5
- SWRDSTEWARDS INC3.5
- XRPNEvernorth Holdings Inc.3.3
Ideas Shortlist
V7 quality resilience bonus: +0.2 (Q=7.5 in RISK_OFF)
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)
Valuation Spread
Data as of 2026-10-30| Symbol | P/E (TTM) | P/E (Fwd) | Market Cap | Score |
|---|---|---|---|---|
| FFA | 4.7x | — | $444M | 7.1 |
| AOD | 3.9x | — | $1.1B | 6.8 |
| GAM | 4.0x | — | $1.5B | 6.6 |
| UTF | 5.6x | — | $3.0B | 6.5 |
| ETG | 4.0x | — | $1.8B | 6.0 |
| HLNE | 13.1x | 11.6x | $5.7B | 7.5 |
| SLDE | 6.2x | 7.5x | $3.2B | 7.3 |
| GAB | 4.3x | — | $1.8B | 7.2 |
| MBIN | 8.6x | 8.6x | $2.4B | 7.1 |
| PIPR | 15.9x | 12.7x | $4.9B | 7.1 |
| OIG | 24.6x | 13.3x | $974M | 7.0 |
| SEZL | 29.4x⚠ | 20.1x⚠ | $4.5B | 7.0 |
| ATLC | 12.7x | 7.2x | $1.5B | 6.9 |
| ENVA | 13.4x | 8.6x | $4.4B | 6.9 |
| HRTG | 5.1x | 7.1x | $1.1B | 6.9 |
| WT | 39.2x⚠ | 16.4x | $3.3B | 6.9 |
| AII | 6.5x | 8.7x | $563M | 6.8 |
| BAM | 27.9x | 22.6x⚠ | $77.6B | 6.8 |
| GCMG | 24.3x | 11.7x | $771M | 6.8 |
| RDN | 8.8x | 6.8x | $4.7B | 6.8 |
| AMG | 14.0x | 9.2x | $10.3B | 6.7 |
| FHI | 10.8x | 10.0x | $4.3B | 6.7 |
| GS | 13.3x | 12.5x | $270.1B | 6.7 |
| RJF | 13.5x | 9.9x | $31.0B | 6.7 |
| ALL | 5.1x | 9.1x | $64.7B | 6.6 |
| ITIC | 12.8x | — | $515M | 6.6 |
| PAX | 21.6x | 6.4x | $1.5B | 6.6 |
| PURR | 3.8x | 33.2x⚠ | $3.4B | 6.6 |
| VIRT | 9.0x | 7.5x | $4.8B | 6.6 |
| ABX | 31.9x⚠ | 7.2x | $842M | 6.5 |
| EVR | 16.3x | 14.0x | $11.4B | 6.5 |
| MIAX | 31.4x⚠ | 16.9x | $3.1B | 6.5 |
| PJT | 20.8x | 17.5x | $6.5B | 6.5 |
| APO | 42.5x⚠ | 11.1x | $70.0B | 6.4 |
| CBOE | 24.0x | 20.7x⚠ | $32.8B | 6.4 |
| IOND | — | 31.4x⚠ | $3.1B | 6.4 |
| NWG | 8.5x | 7.9x | $67.2B | 6.4 |
| OPFI | 2.7x | 3.1x | $499M | 6.4 |
| TROW | 10.7x | 10.4x | $22.7B | 6.4 |
| TY | 5.4x | — | $1.8B | 6.4 |
| FWDI | — | 26.7x⚠ | $529M | 6.3 |
| JCAP | 21.9x | 6.5x | $1.1B | 6.3 |
| LIFE | — | 16.6x | $2.8B | 6.3 |
| NMIH | 8.5x | 7.9x | $3.2B | 6.3 |
| NP | 92.9x⚠ | 42.7x⚠ | $4.0B | 6.3 |
| PRI | 11.4x | 10.4x | $8.7B | 6.3 |
| XZO | 18.4x | 15.4x | $1.6B | 6.3 |
| AMP | 12.0x | 9.7x | $44.0B | 6.2 |
| BOW | 18.4x | 13.9x | $1.1B | 6.2 |
| HCI | 8.5x | 9.9x | $2.5B | 6.2 |
Sector P/E (TTM): median 12.2x, middle half of stocks between 9.1x and 16.9x — computed from the 626 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…