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 | HCI | 6.5 | Buy Now | $186.52 | +10.1% | ||
| 2 | SLDE | 7.8 | Buy Wait | $26.35 | -14.4% | ||
| 3 | FUTU | 7.4 | Buy Wait | $111.28 | +30.3% | ||
| 4 | GAB | 7.3 | Buy Wait | $5.53 | +4.2% | ||
| 5 | SEZL | 7.2 | Buy Wait | $119.30 | +20.2% | ||
| 6 | TIGR | 7.1 | Buy Wait | $4.82 | +38.3% | ||
| 7 | ATLC | 7.0 | Buy Wait | $94.40 | +20.0% | ||
| 8 | AOD | 6.9 | Buy Wait | $10.51 | +15.4% | ||
| 9 | HLNE | 6.9 | Buy Wait | $96.27 | +20.6% | ||
| 10 | PIPR | 6.9 | Buy Wait | $74.64 | -0.8% | ||
| 11 | RDN | 6.9 | Buy Wait | $35.85 | +6.3% | ||
| 12 | UTF | 6.9 | Buy Wait | $25.20 | +7.3% | ||
| 13 | FFA | 6.8 | Buy Wait | $22.94 | +16.3% | ||
| 14 | MCY | 6.8 | Buy Wait | $103.44 | -1.4% | ||
| 15 | FHI | 6.7 | Buy Wait | $58.99 | -10.0% | ||
| 16 | JCAP | 6.7 | Buy Wait | $21.51 | +14.1% | ||
| 17 | ABX | 6.6 | Buy Wait | $9.49 | +29.1% | ||
| 18 | AII | 6.6 | Buy Wait | $26.49 | -13.4% | ||
| 19 | ENVA | 6.6 | Buy Wait | $180.00 | +6.3% | ||
| 20 | GAM | 6.6 | Buy Wait | $65.08 | +3.3% | ||
| 21 | HIPO | 6.6 | Buy Wait | $32.32 | +8.2% | ||
| 22 | ITIC | 6.6 | Buy Wait | $302.54 | +18.1% | ||
| 23 | MBIN | 6.6 | Buy Wait | $53.14 | +3.2% | ||
| 24 | PJT | 6.6 | Buy Wait | $160.79 | +1.6% | ||
| 25 | SII | 6.6 | Buy Wait | $131.68 | +3.3% | ||
| 26 | WT | 6.6 | Buy Wait | $22.79 | -7.1% | ||
| 27 | ALL | 6.5 | Buy Wait | $258.48 | -4.3% | ||
| 28 | BAM | 6.5 | Buy Wait | $46.63 | +10.4% | ||
| 29 | BX | 6.5 | Buy Wait | $128.60 | +1.3% | ||
| 30 | EWBC | 6.5 | Buy Wait | $129.81 | +4.0% | ||
| 31 | HRTG | 6.5 | Buy Wait | $35.09 | -5.5% | ||
| 32 | VIRT | 6.5 | Buy Wait | $59.09 | -3.2% | ||
| 33 | GCMG | 6.4 | Buy Wait | $12.64 | +4.2% | ||
| 34 | RJF | 6.4 | Buy Wait | $170.80 | -5.3% | ||
| 35 | TY | 6.4 | Buy Wait | $34.58 | +7.5% | ||
| 36 | VLY | 6.4 | Buy Wait | $13.85 | +5.7% | ||
| 37 | NMIH | 6.3 | Buy Wait | $44.12 | -3.0% | ||
| 38 | PRI | 6.3 | Buy Wait | $295.40 | -4.4% | ||
| 39 | TROW | 6.3 | Buy Wait | $105.80 | -10.1% | ||
| 40 | CBOE | 6.2 | Buy Wait | $284.50 | -3.5% | ||
| 41 | EVR | 6.2 | Buy Wait | $275.49 | +14.9% | ||
| 42 | IOND | 6.2 | Buy Wait | $79.86 | -9.5% | ||
| 43 | MCO | 6.2 | Buy Wait | $477.93 | +5.8% | ||
| 44 | NOAH | 6.2 | Buy Wait | $8.04 | +14.5% | ||
| 45 | CNS | 6.1 | Buy Wait | $74.11 | -12.4% | ||
| 46 | HG | 6.1 | Buy Wait | $34.97 | -4.0% | ||
| 47 | OPFI | 6.1 | Buy Wait | $7.71 | +45.5% | ||
| 48 | AMP | 6.0 | Buy Wait | $558.50 | -9.7% | ||
| 49 | APAM | 6.0 | Buy Wait | $37.49 | -10.4% | ||
| 50 | V | 6.0 | Buy Wait | $375.28 | +2.8% | ||
Show all 710 stocks ▾
- ETGEaton Vance Tax-Advantaged Glob5.8
- XPXP Inc.5.8
- XZOExzeo Group, Inc.5.8
- SEICSEI Investments Company5.7
- FINVFinVolution Group5.6
- MCMoelis & Company5.6
- QFINQfin Holdings, Inc.5.6
- TWTradeweb Markets Inc.5.5
- ACGLArch Capital Group Ltd.5.4
- AJGArthur J. Gallagher & Co.5.3
- FDSFactSet Research Systems Inc.5.2
- MTGMGIC Investment Corporation5.1
- LCLNLincoln International, Inc.7.2
- CIIBlackRock Enhanced Large Cap Co7.1
- PKBKParke Bancorp, Inc.7.1
- PMLPML7.1
- ASICAtegrity Specialty Insurance Co7.0
- GGNGGN7.0
- BHBBar Harbor Bankshares, Inc.6.9
- CCNECNB Financial Corporation6.9
- FBKFB Financial Corporation6.9
- ISTRInvestar Holding Corporation6.9
- IXORIX Corporation6.9
- MFGMizuho Financial Group, Inc. Sp6.9
- ONBOld National Bancorp6.9
- TWNTaiwan Fund, Inc. (The)6.9
- ADXADX6.8
- AUBAtlantic Union Bankshares Corpo6.8
- COLBColumbia Banking System, Inc.6.8
- ETOEaton Vance Tax-Advantage Globa6.8
- FCFSFirstCash Holdings, Inc.6.8
- RNSTRenasant Corporation6.8
- UVEUNIVERSAL INSURANCE HOLDINGS IN6.8
- VINPVinci Compass Investments Ltd.6.8
- AGM-AFederal Agricultural Mortgage C6.7
- BMNRBitMine Immersion Technologies,6.7
- CWBCCommunity West Bancshares6.7
- FSBCFive Star Bancorp6.7
- HAPNHappen, Inc.6.7
- HIFSHingham Institution for Savings6.7
- LNCLincoln National Corporation6.7
- LPLALPL Financial Holdings Inc.6.7
- MRXMarex Group Limited6.7
- PLBCPlumas Bancorp6.7
- SFBSServisFirst Bancshares, Inc.6.7
- UFCSUnited Fire Group, Inc6.7
- VCTRVictory Capital Holdings, Inc. 6.7
- ZIONZions Bancorporation N.A.6.7
- BHFAPBrighthouse Financial, Inc. - D6.6
- BHKBHK6.6
- BHRBBurke & Herbert Financial Servi6.6
- EQBKEquity Bancshares, Inc.6.6
- GSGoldman Sachs Group, Inc. (The)6.6
- HIGThe Hartford Insurance Group, I6.6
- HOPEHope Bancorp, Inc.6.6
- INDBIndependent Bank Corp.6.6
- PAXPatria Investments Limited6.6
- RVTRoyce Value Trust, Inc.6.6
- UCBUnited Community Banks, Inc.6.6
- AMGAffiliated Managers Group, Inc.6.5
- AVBCAvidia Bancorp, Inc.6.5
- BSBRBanco Santander Brasil SA6.5
- BWFGBankwell Financial Group, Inc.6.5
- CACCamden National Corporation6.5
- CACCCredit Acceptance Corporation6.5
- DNPDNP Select Income Fund, Inc.6.5
- FIGRFigure Technology Solutions, In6.5
- GDVGabelli Dividend & Income Trust6.5
- INTRInter & Co. Inc.6.5
- JPMJP Morgan Chase & Co.6.5
- MCBSMetroCity Bankshares, Inc.6.5
- MSMorgan Stanley6.5
- MUFGMitsubishi UFJ Financial Group,6.5
- OBKOrigin Bancorp, Inc.6.5
- PDTPDT6.5
- QCRHQCR Holdings, Inc.6.5
- RCBCRIVER CITY BANK6.5
- SFSTSouthern First Bancshares, Inc.6.5
- TMPTompkins Financial Corporation6.5
- WTBAWest Bancorporation6.5
- WTWWillis Towers Watson Public Lim6.5
- AAMIAcadian Asset Management Inc.6.4
- AFRMAffirm Holdings, Inc.6.4
- BACBank of America Corporation6.4
- BLKBlackRock, Inc.6.4
- BRK-BBerkshire Hathaway Inc. New6.4
- CFGCitizens Financial Group, Inc.6.4
- CIBGrupo Cibest S.A.6.4
- CNOBConnectOne Bancorp, Inc.6.4
- ETWEaton Vance Corporation Eaton V6.4
- EZPWEZCORP, Inc.6.4
- FAFFirst American Corporation (New6.4
- FCBCFirst Community Bankshares, Inc6.4
- GBCIGlacier Bancorp, Inc.6.4
- GCBCGreene County Bancorp, Inc.6.4
- GLADGladstone Capital Corporation6.4
- HAFCHanmi Financial Corporation6.4
- HQLHQL6.4
- KBKB Financial Group Inc6.4
- NBBKNB Bancorp, Inc.6.4
- NBNNortheast Bank6.4
- NUNu Holdings Ltd.6.4
- NWBINorthwest Bancshares, Inc.6.4
- OCFCOceanFirst Financial Corp.6.4
- PDLBPonce Financial Group, Inc.6.4
- RQIRQI6.4
- SKWDSkyward Specialty Insurance Gro6.4
- TCBXThird Coast Bancshares, Inc.6.4
- TREELendingTree, Inc.6.4
- ABAllianceBernstein Holding L.P.6.3
- AMALAmalgamated Financial Corp.6.3
- APOApollo Global Management, Inc. 6.3
- ASBAssociated Banc-Corp6.3
- AVKAVK6.3
- BCSBarclays PLC6.3
- BFCBank First Corporation6.3
- BOHBank of Hawaii Corporation6.3
- CCitigroup, Inc.6.3
- FBIZFirst Business Financial Servic6.3
- FMAOFarmers & Merchants Bancorp, In6.3
- HBTHBT Financial, Inc.6.3
- HFWAHeritage Financial Corporation6.3
- HTDJohn Hancock Tax Advantaged Div6.3
- HTGCHercules Capital, Inc.6.3
- KNSLKinsale Capital Group, Inc.6.3
- NRIMNorthrim BanCorp Inc6.3
- PLGOPelagos Insurance Capital Limit6.3
- PLMRPalomar Holdings, Inc.6.3
- PNCPNC Financial Services Group, I6.3
- PNFPPinnacle Financial Partners, In6.3
- RKTRocket Companies, Inc.6.3
- RMTRoyce Micro-Cap Trust, Inc.6.3
- RPCRidgepost Capital, Inc.6.3
- RRBIRed River Bancshares, Inc.6.3
- SCHWCharles Schwab Corporation (The6.3
- SMBCSouthern Missouri Bancorp, Inc.6.3
- AXAxos Financial, Inc.6.2
- BGCBGC Group, Inc.6.2
- BPOPPopular, Inc.6.2
- BYByline Bancorp, Inc.6.2
- CFFNCapitol Federal Financial, Inc.6.2
- FFCFlaherty & Crumrine Preferred S6.2
- FHNFirst Horizon Corporation6.2
- FMNBFarmers National Banc Corp.6.2
- FULTFulton Financial Corporation6.2
- GABCGerman American Bancorp, Inc.6.2
- HDBHDFC Bank Limited6.2
- HMNHorace Mann Educators Corporati6.2
- KEYKeyCorp6.2
- NTRSNorthern Trust Corporation6.2
- NUVNuveen Municipal Value Fund, In6.2
- NWGNatWest Group plc6.2
- OTFBlue Owl Technology Finance Cor6.2
- RBBRBB Bancorp6.2
- RLIRLI Corp.6.2
- SMFGSumitomo Mitsui Financial Group6.2
- SOFISoFi Technologies, Inc.6.2
- SRCE1st Source Corporation6.2
- VBNKVersaBank6.2
- WTFCWintrust Financial Corporation6.2
- AIZAssurant, Inc.6.1
- ARCCAres Capital Corporation6.1
- BROBrown & Brown, Inc.6.1
- CPFCentral Pacific Financial Corp 6.1
- FISIFinancial Institutions, Inc.6.1
- GUTGUT6.1
- IFSIntercorp Financial Services In6.1
- ITUBItau Unibanco Banco Holding SA6.1
- KYNKayne Anderson MLP/Midstream In6.1
- MORNMorningstar, Inc.6.1
- NFJAllianzGI NFJ Dividend, Interes6.1
- PEBOPeoples Bancorp Inc.6.1
- RGAReinsurance Group of America, I6.1
- SFStifel Financial Corporation6.1
- SHBIShore Bancshares, Inc.6.1
- SYBTStock Yards Bancorp, Inc.6.1
- TFCTruist Financial Corporation6.1
- USCBUSCB Financial Holdings, Inc.6.1
- VELVelocity Financial, Inc.6.1
- WSBCWesBanco, Inc.6.1
- BBDBanco Bradesco Sa6.0
- BFSTBusiness First Bancshares, Inc.6.0
- BMABanco Macro S.A.6.0
- CIVBCivista Bancshares, Inc.6.0
- CUBICustomers Bancorp, Inc6.0
- FBNCFirst Bancorp6.0
- FBPFirst BanCorp. New6.0
- FMBHFirst Mid Bancshares, Inc.6.0
- FRMEFirst Merchants Corporation6.0
- GSHDGoosehead Insurance, Inc.6.0
- HOODRobinhood Markets, Inc.6.0
- IBCPIndependent Bank Corporation6.0
- JXNJackson Financial Inc.6.0
- LIFEEthos Technologies Inc.6.0
- MFCManulife Financial Corporation6.0
- MIAXMiami International Holdings, I6.0
- MTBM&T Bank Corporation6.0
- OFGOFG Bancorp6.0
- PBProsperity Bancshares, Inc.6.0
- RNPCohen & Steers Reit and Preferr6.0
- SMBKSmartFinancial, Inc.6.0
- TCBKTriCo Bancshares6.0
- THGHanover Insurance Group Inc6.0
- TRUTransUnion6.0
- TRVThe Travelers Companies, Inc.6.0
- AFGAmerican Financial Group, Inc.5.9
- ALLYAlly Financial Inc.5.9
- BENFranklin Templeton, Inc.5.9
- BFHBread Financial Holdings, Inc.5.9
- BLXBladex, Inc. Class E5.9
- BOEBOE5.9
- BOWBowhead Specialty Holdings Inc.5.9
- BWBBridgewater Bancshares, Inc.5.9
- CBSHCommerce Bancshares, Inc.5.9
- CETCET5.9
- CNOCNO Financial Group, Inc.5.9
- ESQEsquire Financial Holdings, Inc5.9
- FFBCFirst Financial Bancorp.5.9
- FINSFINS5.9
- FNBF.N.B. Corporation5.9
- MAMastercard Incorporated5.9
- MBWMMercantile Bank Corporation5.9
- NEANEA5.9
- NICNicolet Bankshares Inc.5.9
- NPFDNPFD5.9
- OPYOppenheimer Holdings, Inc.5.9
- PEOAdams Natural Resources Fund, I5.9
- SHGShinhan Financial Group Co Ltd5.9
- SPFISouth Plains Financial, Inc.5.9
- TDToronto Dominion Bank (The)5.9
- TRMKTrustmark Corporation5.9
- VLYPOValley National Bancorp - 5.5% 5.9
- VLYPPValley National Bancorp - 6.25%5.9
- ACNBACNB Corporation5.8
- BBDCBarings BDC, Inc.5.8
- BMEBME5.8
- BNYThe Bank of New York Mellon Cor5.8
- CATYCathay General Bancorp5.8
- CBANColony Bankcorp, Inc.5.8
- CBCCentral Bancompany, Inc.5.8
- CHWCHW5.8
- CHYCalamos Convertible and High In5.8
- CTBICommunity Trust Bancorp, Inc.5.8
- ESNTEssent Group Ltd.5.8
- ETBEaton Vance Tax-Managed Buy-Wri5.8
- ETOReToro Group Ltd.5.8
- FCNCAFirst Citizens BancShares, Inc.5.8
- HBANHuntington Bancshares Incorpora5.8
- HOMBHome BancShares, Inc.5.8
- KKRKKR & Co. Inc.5.8
- MSCIMSCI Inc.5.8
- NPNeptune Insurance Holdings Inc.5.8
- NTBBank of N.T. Butterfield & Son 5.8
- OBTOrange County Bancorp, Inc.5.8
- OCSLOaktree Specialty Lending Corpo5.8
- OMFOneMain Holdings, Inc.5.8
- OSBCOld Second Bancorp, Inc.5.8
- PRKPark National Corporation5.8
- STEWSTEW5.8
- TCBITexas Capital Bancshares, Inc.5.8
- TSLXSixth Street Specialty Lending,5.8
- USBU.S. Bancorp5.8
- WSFSWSFS Financial Corporation5.8
- ABCBAmeris Bancorp5.7
- AONAon plc5.7
- ARXAccelerant Holdings5.7
- AXPAmerican Express Company5.7
- BAPCredicorp Ltd.5.7
- BTTBlackRock Municipal 2030 Target5.7
- BUSEFirst Busey Corporation5.7
- BXSLBlackstone Secured Lending Fund5.7
- CASHPathward Financial, Inc.5.7
- CFRCullen/Frost Bankers, Inc.5.7
- CHICalamos Convertible Opportuniti5.7
- CLBKColumbia Financial, Inc.5.7
- DBDeutsche Bank AG5.7
- ETYETY5.7
- HWCHancock Whitney Corporation5.7
- IBNICICI Bank Limited5.7
- JPCNuveen Preferred & Income Oppor5.7
- LKFNLakeland Financial Corporation5.7
- NDAQNasdaq, Inc.5.7
- NXPNXP5.7
- PHKPHK5.7
- STCStewart Information Services Co5.7
- TRSTTrustCo Bank Corp NY5.7
- UBSIUnited Bankshares, Inc.5.7
- UVSPUnivest Financial Corporation5.7
- ASAASA5.6
- BBDOBanco Bradesco Sa5.6
- ECCECC5.6
- FIBKFirst Interstate BancSystem, In5.6
- HPIHPI5.6
- IGDVoya Global Equity Dividend and5.6
- IGRCBRE Clarion Global Real Estate5.6
- INGING Group, N.V.5.6
- NKXNuveen California AMT-Free Qual5.6
- PGRProgressive Corporation (The)5.6
- SPNTSiriusPoint Ltd.5.6
- VKQVKQ5.6
- WIWWIW5.6
- BANRBanner Corporation5.5
- BDJBlackrock Enhanced Equity Divid5.5
- BNSBank Nova Scotia Halifax Pfd 35.5
- BTOBTO5.5
- CBKCommercial Bancgroup, Inc.5.5
- CMCanadian Imperial Bank of Comme5.5
- FDUSFidus Investment Corporation5.5
- GSBDGoldman Sachs BDC, Inc.5.5
- HBCPHome Bancorp, Inc.5.5
- HQHHQH5.5
- IQIIQI5.5
- MSDLMSDL5.5
- NRKNuveen New York AMT-Free Qualit5.5
- PFBCPreferred Bank5.5
- PFSProvident Financial Services, I5.5
- UBSUBS Group AG Registered5.5
- UNTYUnity Bancorp, Inc.5.5
- UTG532705.5
- ACGLOArch Capital Group Ltd. - Depos5.4
- ACTEnact Holdings, Inc.5.4
- AMTBAmerant Bancorp Inc.5.4
- AROWArrow Financial Corporation5.4
- BGRBlackRock Energy and Resources 5.4
- CBChubb Limited5.4
- CSQCalamos Strategic Total Return 5.4
- EMDEMD5.4
- FFINFirst Financial Bankshares, Inc5.4
- FHBFirst Hawaiian, Inc.5.4
- HASIHA Sustainable Infrastructure C5.4
- ICEIntercontinental Exchange Inc.5.4
- JQCJQC5.4
- MRSHMarsh5.4
- MUJMUJ5.4
- NACNAC5.4
- NMCONMCO5.4
- PSECProspect Capital Corporation5.4
- PYPLPayPal Holdings, Inc.5.4
- RBCAARepublic Bancorp, Inc.5.4
- RFRegions Financial Corporation5.4
- SLFSun Life Financial Inc.5.4
- SSBSouthState Bank Corporation5.4
- SYFSynchrony Financial5.4
- VMOVMO5.4
- WASHWashington Trust Bancorp, Inc.5.4
- WRBW.R. Berkley Corporation5.4
- BCALCalifornia BanCorp5.3
- COFSChoiceOne Financial Services, I5.3
- FRBTForbright, Inc.5.3
- HPSJohn Hancock Preferred Income F5.3
- IIMInvesco Value Municipal Income 5.3
- JFRJFR5.3
- MUAMUA5.3
- MYIMYI5.3
- NMZNuveen Municipal High Income Op5.3
- PTYPimco Corporate & Income Opport5.3
- STBAS&T Bancorp, Inc.5.3
- VGMInvesco Trust for Investment Gr5.3
- WABCWestamerica Bancorporation5.3
- AIGAmerican International Group, I5.2
- CLMCornerstone Strategic Value Fd5.2
- ERIEErie Indemnity Company5.2
- FRBAFirst Bank5.2
- PCNPCN5.2
- PFNPIMCO Income Strategy Fund II5.2
- RNRRenaissanceRe Holdings Ltd.5.2
- TFINTriumph Financial, Inc.5.2
- ACPAberdeen Income Credit Strategi5.1
- ALRSAlerus Financial Corporation5.1
- CCBGCapital City Bank Group5.1
- EVNEaton Vance Municipal Income Tr5.1
- HYTBlackrock Corporate High Yield 5.1
- LLoews Corporation5.1
- MHDMHD5.1
- NADNuveen Quality Municipal Income5.1
- PUKPrudential Public Limited Compa5.1
- ROOTRoot, Inc.5.1
- STTState Street Corporation5.1
- AWFAlliancebernstein Global High I5.0
- HTBHomeTrust Bancshares, Inc.5.0
- MKTXMarketAxess Holdings, Inc.5.0
- NVGNuveen AMT-Free Municipal Credi5.0
- NZFNuveen Municipal Credit Income 5.0
- RYRoyal Bank Of Canada5.0
- VCVInvesco California Value Munici5.0
- CHCOCity Holding Company4.9
- MQYBlackrock MuniYield Quality Fun4.9
- EVTEaton Vance Tax Advantaged Divi4.8
- FAX5923144.8
- CMECME Group Inc.4.7
- DSUBlackrock Debt Strategies Fund,4.7
- HGTYHagerty, Inc.4.7
- BLWBlackrock Limited Duration Inco4.5
- XRPNArmada Acquisition Corp. II3.7
- RFAIRF Acquisition Corp II3.5
- CARECarter Bankshares, Inc.7.0
- FRSTPrimis Financial Corp.6.9
- BHFBrighthouse Financial, Inc.6.7
- MPBMid Penn Bancorp6.7
- WFWoori Financial Group Inc.6.7
- WTMWhite Mountains Insurance Group6.7
- BBTBeacon Financial Corporation6.6
- CZNCCitizens & Northern Corp6.6
- TOWNTowne Bank6.6
- TPGTPG Inc.6.6
- FSUNFirstSun Capital Bancorp6.5
- JEFJefferies Financial Group Inc.6.5
- ORIOld Republic International Corp6.5
- PRAAPRA Group, Inc.6.5
- TRINTrinity Capital Inc.6.5
- BRK-ABerkshire Hathaway Inc.6.4
- KLARKlarna Group plc6.4
- NBHCNational Bank Holdings Corporat6.4
- NMRNomura Holdings Inc6.4
- GAINGladstone Investment Corporatio6.3
- MKLMarkel Group Inc.6.3
- NBTBNBT Bancorp Inc.6.3
- PBAMPrivate Bancorp of America, Inc6.3
- AXSAxis Capital Holdings Limited6.2
- CRAQCal Redwood Acquisition Corp.6.2
- CRBGCorebridge Financial Inc.6.2
- EBCEastern Bankshares, Inc.6.2
- IGICInternational General Insurance6.2
- MCBMetropolitan Bank Holding Corp.6.2
- NCDLNCDL6.2
- PFLTPennantPark Floating Rate Capit6.2
- PGCPeapack-Gladstone Financial Cor6.2
- PURRHyperliquid Strategies Inc6.2
- AGMFederal Agricultural Mortgage C6.1
- AVALGrupo Aval Acciones y Valores S6.1
- GDOTGreen Dot Corporation6.1
- HSBCHSBC Holdings, plc.6.1
- MCHBMechanics Bancorp6.1
- BTGOBitGo Holdings, Inc.6.0
- ECPGEncore Capital Group Inc6.0
- EGBNEagle Bancorp, Inc.6.0
- GOLDGold.com, Inc.6.0
- KBDCKayne Anderson BDC, Inc.6.0
- LOBLive Oak Bancshares, Inc.6.0
- AFLAFLAC Incorporated5.9
- ALTIAlTi Global, Inc.5.9
- BSACBanco Santander - Chile5.9
- BSTBST5.9
- BUIBUI5.9
- COFCapital One Financial Corporati5.9
- CRD-ACrawford & Company5.9
- DBRGDigitalBridge Group, Inc.5.9
- FCFFirst5.9
- GLGlobe Life Inc.5.9
- HUTHut 8 Corp.5.9
- IVZInvesco Ltd5.9
- NML15255.9
- NPBNorthpointe Bancshares, Inc.5.9
- PFISPeoples Financial Services Corp5.9
- QQQXNuveen NASDAQ 100 Dynamic Overw5.9
- SIGISelective Insurance Group, Inc.5.9
- TMSTeamshares Inc.5.9
- WALWestern Alliance Bancorporation5.9
- BTBTBit Digital, Inc.5.8
- BTXBlackRock Technology and Privat5.8
- GNWGenworth Financial Inc5.8
- HBNCHorizon Bancorp, Inc.5.8
- HLIHoulihan Lokey, Inc.5.8
- IBKRInteractive Brokers Group, Inc.5.8
- MSBIMidland States Bancorp, Inc.5.8
- PRUPrudential Financial, Inc.5.8
- SNEXStoneX Group Inc.5.8
- TBBKThe Bancorp, Inc.5.8
- TYGTYG5.8
- UPSTUpstart Holdings, Inc.5.8
- ABTCAmerican Bitcoin Corp.5.7
- BMEZBlackRock Health Sciences Trust5.7
- CBUCommunity Financial System, Inc5.7
- DGICBDonegal Group, Inc.5.7
- EOSEaton Vance Enhance Equity Inco5.7
- EXGEXG5.7
- FLGFlagstar Bank, N.A.5.7
- NXG7330855.7
- OXLCOxford Lane Capital Corp.5.7
- SBETSharpLink, Inc.5.7
- SPGIS&P Global Inc.5.7
- BBVABanco Bilbao Vizcaya Argentaria5.6
- BCXBlackRock Resources of Benefic5.6
- BWINThe Baldwin Insurance Group, In5.6
- CBNKCapital Bancorp, Inc.5.6
- CCDCalamos Dynamic Convertible & I5.6
- CGBDCarlyle Secured Lending, Inc.5.6
- DCOMDime Commercial Bancshares, Inc5.6
- DPGDuff & Phelps Global Utility In5.6
- EFSCEnterprise Financial Services C5.6
- FGF&G Annuities & Life, Inc.5.6
- HIVEHIVE Digital Technologies Ltd5.6
- MEGIMEGI5.6
- NBXGNBXG5.6
- OBDCBlue Owl Capital Corporation5.6
- PFSIPennyMac Financial Services, In5.6
- PWPPerella Weinberg Partners5.6
- RYANRyan Specialty Holdings, Inc.5.6
- SBSISouthside Bancshares, Inc.5.6
- TBLDThornburg Income Builder Opport5.6
- WFCWells Fargo & Company5.6
- BBARBanco BBVA Argentina S.A.5.5
- BSTZBlackRock Science and Technolog5.5
- CRD-BCrawford & Company5.5
- EMOEMO5.5
- FITBFifth Third Bancorp5.5
- FPFFirst Trust Intermediate Durati5.5
- FRHCFreedom Holding Corp.5.5
- GTENGores Holdings X, Inc.5.5
- IBOCInternational Bancshares Corpor5.5
- LAZLazard, Inc.5.5
- LYGLloyds Banking Group Plc5.5
- MAINMain Street Capital Corporation5.5
- STKSTK5.5
- UNMUnum Group5.5
- VOYAVoya Financial, Inc.5.5
- ASGIabrdn Global Infrastructure Inc5.4
- BCATBCAT5.4
- BCHBanco De Chile5.4
- BNBrookfield Corporation5.4
- CSWCCapital Southwest Corporation5.4
- DGICADonegal Group, Inc.5.4
- EOIEaton Vance Enhance Equity Inco5.4
- FSKFS KKR Capital Corp.5.4
- GBDCGolub Capital BDC, Inc.5.4
- GEMIGemini Space Station, Inc.5.4
- GHYPGIM Global Short Duration High5.4
- GLXYGalaxy Digital Inc.5.4
- KRNYKearny Financial5.4
- LDPLDP5.4
- LULufax Holding Ltd5.4
- NIEAllianzGI Equity & Convertible 5.4
- NNINelnet, Inc.5.4
- PDIPIMCO Dynamic Income Fund5.4
- PDOPDO5.4
- PFGPrincipal Financial Group Inc5.4
- SLMSLM Corporation5.4
- THWTekla World Healthcare Fund Sha5.4
- WAFDWaFd, Inc.5.4
- WRLDWorld Acceptance Corporation5.4
- AIOAllianzGI Artificial Intelligen5.3
- BCSSBain Capital GSS Investment Cor5.3
- BURBurford Capital Limited5.3
- CNACNA Financial Corporation5.3
- CRFCRF5.3
- CRVLCorVel Corp.5.3
- DFPFlaherty & Crumrine Dynamic Pre5.3
- ECATECAT5.3
- EGEverest Group, Ltd.5.3
- EVACEQV Ventures Acquisition Corp. 5.3
- FSCOFSCO5.3
- GUGGUG5.3
- KIOKKR Income Opportunities Fund5.3
- NMAINMAI5.3
- NMFCNew Mountain Finance Corporatio5.3
- PTA2409055.3
- ACICAmerican Coastal Insurance Corp5.2
- ASSTStrive, Inc.5.2
- BANCBanc of California, Inc.5.2
- BBNBlackRock Taxable Municipal Bon5.2
- BKUBankUnited, Inc.5.2
- BSRRSierra Bancorp5.2
- FNFFidelity National Financial, In5.2
- GOFGOF5.2
- ISDPGIM Short Duration High Yield 5.2
- LMNDLemonade, Inc.5.2
- METMetLife, Inc.5.2
- NWAXNew America Acquisition I Corp.5.2
- PAXSPIMCO Access Income Fund5.2
- APXTApex Treasury Corporation5.1
- BITBlackRock Multi-Sector Income T5.1
- CXIIChurchill Capital Corp XII5.1
- DXYZDestiny Tech100 Inc.5.1
- ETVEaton Vance Corporation Eaton V5.1
- GSBCGreat Southern Bancorp, Inc.5.1
- NBBNBB5.1
- PSPershing Square Inc.5.1
- RABrookfield Real Assets Income F5.1
- RIOTRiot Platforms, Inc.5.1
- AEGAegon Ltd. New York Registry Sh5.0
- AEXAAmerican Exceptionalism Acquisi5.0
- BMRCBank of Marin Bancorp5.0
- BSVNBank7 Corp.5.0
- CSHRCoinShares PLC5.0
- HTHHilltop Holdings Inc.5.0
- IACOIdea Acquisition Corp.5.0
- MAASMaase Inc.5.0
- NAVINavient Corporation5.0
- NDMONDMO5.0
- SANBanco Santander, S.A. Sponsored5.0
- SLRCSLR Investment Corp.5.0
- STEPStepStone Group Inc.5.0
- TFSLTFS Financial Corporation5.0
- UWMCUWM Holdings Corporation5.0
- WDIWDI5.0
- ARESAres Management Corporation4.9
- BGYBlackrock Enhanced Internationa4.9
- CLBRColombier Acquisition Corp. III4.9
- EVVEVV4.9
- FTHYFTHY4.9
- IEAGInfinite Eagle Acquisition Corp4.9
- MBVIM3-Brigade Acquisition VI Corp.4.9
- OZKBank OZK4.9
- PRCHPorch Group, Inc.4.9
- SFNCSimmons First National Corporat4.9
- SUPVGrupo Supervielle S.A.4.9
- VRTSVirtus Investment Partners, Inc4.9
- AGOAssured Guaranty Ltd.4.8
- CRCLCircle Internet Group, Inc.4.8
- GLREGreenlight Reinsurance, Ltd.4.8
- KMPRKemper Corporation4.8
- MESHMeshflow Acquisition Corp.4.8
- MMUWestern Asset Managed Municipal4.8
- PDX1706044.8
- SAFTSafety Insurance Group, Inc.4.8
- SLMBPSLM Corporation - Floating Rate4.8
- BMOBank Of Montreal4.7
- DLYDoubleLine Yield Opportunities 4.7
- DMIIDrugs Made In America Acquisiti4.7
- EIGEmployers Holdings Inc4.7
- GCGRGeneral Catalyst Global Resilie4.7
- KRSPRice Acquisition Corporation 34.7
- MFICMidCap Financial Investment Cor4.7
- PBFSPioneer Bancorp, Inc.4.7
- PWRLPowerlaw Corp.4.7
- USAUSA4.7
- BNTBrookfield Wealth Solutions Ltd4.6
- BTZBTZ4.6
- ETJEaton Vance Risk-Managed Divers4.6
- GGALGrupo Financiero Galicia S.A.4.6
- KRAQKRAKacquisition Corp4.6
- MUCBlackrock MuniHoldings Californ4.6
- THQTekla Healthcare Opportunies Fu4.6
- WUWestern Union Company (The)4.6
- BGBBGB4.5
- BOTRoboStrategy, Inc.4.5
- CCXIChurchill Capital Corp XI4.5
- DBCAD. Boral Acquisition I Corp.4.5
- EIM1004014.5
- OWLBlue Owl Capital Inc.4.5
- OXLCOOxford Lane Capital Corp. - Pre4.5
- TRUPTrupanion, Inc.4.5
- TIPTTiptree Inc.4.4
- VVRInvesco Senior Income Trust (D4.4
- CCBCoastal Financial Corporation4.3
- DSLDoubleLine Income Solutions Fun4.3
- EQHEquitable Holdings, Inc.4.3
- WDWalker & Dunlop, Inc4.3
- AXGSolowin Holdings4.2
- CGThe Carlyle Group Inc.4.2
- CLSKCleanSpark, Inc.4.1
- IRENIREN LIMITED4.1
- RVIRobinhood Ventures Fund I4.1
- TOPTOP Financial Group Limited4.1
- COINCoinbase Global, Inc.4.0
- KFIIK&F Growth Acquisition Corp. II3.9
- IFNIndia Fund, Inc. (The)3.8
- RFAIURF Acquisition Corp II3.8
- MARAMARA Holdings, Inc.3.7
- NPACNew Providence Acquisition Corp3.4
Ideas Shortlist
V7 flight-to-quality bonus: +0.5 (Q=8.5 in RISK_OFF)
V7 flight-to-quality bonus: +0.5 (Q=9.2 in RISK_OFF)
V7 flight-to-quality bonus: +0.5 (Q=8.1 in RISK_OFF)
Sector modifier (Financial Services): +1.0
V7 flight-to-quality bonus: +0.5 (Q=9.2 in RISK_OFF)
Valuation Spread
Data as of 2026-09-15| Symbol | P/E (TTM) | P/E (Fwd) | Market Cap | Score |
|---|---|---|---|---|
| HCI | 8.0x | 9.6x | $2.3B | 6.5 |
| SLDE | 6.0x | 6.7x | $2.9B | 7.8 |
| FUTU | 11.2x | 9.1x | $15.8B | 7.4 |
| GAB | 4.5x | — | $1.9B | 7.3 |
| SEZL | 26.1x | 17.9x | $4.0B | 7.2 |
| TIGR | 10.1x | 5.4x | $869M | 7.1 |
| ATLC | 12.3x | 7.1x | $1.4B | 7.0 |
| AOD | 4.0x | — | $1.1B | 6.9 |
| HLNE | 14.6x | 13.1x | $6.4B | 6.9 |
| PIPR | 17.7x | 13.8x | $5.4B | 6.9 |
| RDN | 8.8x | 6.8x | $4.7B | 6.9 |
| UTF | 5.4x | — | — | 6.9 |
| FFA | 4.8x | — | $460M | 6.8 |
| MCY | 6.0x | 8.4x | — | 6.8 |
| FHI | 11.1x | 10.2x | $4.4B | 6.7 |
| JCAP | — | 7.0x | $1.2B | 6.7 |
| ABX | 35.2x⚠ | 8.2x | $930M | 6.6 |
| AII | 6.1x | 8.0x | $508M | 6.6 |
| ENVA | 16.6x | 10.9x | $5.6B | 6.6 |
| GAM | 4.1x | — | $1.6B | 6.6 |
| HIPO | 6.8x | 9.1x | $844M | 6.6 |
| ITIC | 13.9x | — | $562M | 6.6 |
| MBIN | 10.7x | 8.9x | $2.4B | 6.6 |
| PJT | 22.2x | 18.0x | $7.0B | 6.6 |
| SII | 32.6x⚠ | 28.1x⚠ | $3.4B | 6.6 |
| WT | 43.5x⚠ | 18.0x | $3.6B | 6.6 |
| ALL | 5.1x | 9.2x | $64.2B | 6.5 |
| BAM | 27.2x | 21.8x⚠ | $75.5B | 6.5 |
| BX | 28.7x | 17.2x | $153.6B | 6.5 |
| EWBC | 12.4x | 11.4x | $17.7B | 6.5 |
| HRTG | 4.9x | 6.7x | $1.0B | 6.5 |
| VIRT | 10.1x | 8.8x | $5.4B | 6.5 |
| GCMG | 24.7x | 11.9x | $785M | 6.4 |
| RJF | 15.1x | 12.2x | $33.3B | 6.4 |
| TY | 5.5x | — | $1.9B | 6.4 |
| VLY | 11.7x | 8.9x | $7.6B | 6.4 |
| NMIH | 8.6x | 8.0x | $3.3B | 6.3 |
| PRI | 11.7x | 10.8x | $9.0B | 6.3 |
| TROW | 10.7x | 10.3x | $22.7B | 6.3 |
| CBOE | 21.9x | 18.4x | $29.3B | 6.2 |
| EVR | 15.8x | 12.5x | $10.8B | 6.2 |
| IOND | — | 35.5x⚠ | $3.8B | 6.2 |
| MCO | 30.1x | 25.1x⚠ | $82.3B | 6.2 |
| NOAH | 6.5x | 5.6x | $559M | 6.2 |
| CNS | 23.1x | 18.8x | $3.9B | 6.1 |
| HG | 6.1x | 7.4x | $3.4B | 6.1 |
| OPFI | 2.7x | 4.1x | $680M | 6.1 |
| AMP | 13.5x | 10.8x | $49.3B | 6.0 |
| APAM | 9.1x | 9.5x | $2.7B | 6.0 |
| V | 31.6x⚠ | 24.7x⚠ | $691.6B | 6.0 |
Sector P/E (TTM): median 12.6x, middle half of stocks between 9.6x and 17.8x — computed from the 632 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…