Financial Services
717 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 | 5.8 | Buy Now | $35.00 | +1.2% | ||
| 2 | SLDE | 7.8 | Buy Wait | $20.20 | +7.7% | ||
| 3 | ABX | 7.2 | Buy Wait | $10.33 | +18.5% | ||
| 4 | BHB | 7.1 | Buy Wait | $39.74 | -12.3% | ||
| 5 | CCNE | 7.1 | Buy Wait | $34.98 | -9.5% | ||
| 6 | PAX | 7.1 | Buy Wait | $10.68 | +27.0% | ||
| 7 | VIRT | 7.1 | Buy Wait | $58.55 | -1.0% | ||
| 8 | ASIC | 7.0 | Buy Wait | $23.84 | +3.7% | ||
| 9 | MBIN | 7.0 | Buy Wait | $54.80 | -12.4% | ||
| 10 | ATLC | 6.9 | Buy Wait | $107.12 | +2.4% | ||
| 11 | BLK | 6.9 | Buy Wait | $1093.26 | +8.1% | ||
| 12 | FUTU | 6.9 | Buy Wait | $105.82 | +32.5% | ||
| 13 | ZION | 6.9 | Buy Wait | $69.63 | -3.1% | ||
| 14 | FCBC | 6.8 | Buy Wait | $47.70 | -10.7% | ||
| 15 | TW | 6.8 | Buy Wait | $101.01 | +10.1% | ||
| 16 | UVE | 6.8 | Buy Wait | $43.52 | -12.2% | ||
| 17 | GS | 6.7 | Buy Wait | $1021.92 | +0.5% | ||
| 18 | HRTG | 6.7 | Buy Wait | $29.51 | -3.5% | ||
| 19 | PJT | 6.7 | Buy Wait | $168.22 | -4.3% | ||
| 20 | RNST | 6.7 | Buy Wait | $43.36 | -3.6% | ||
| 21 | SII | 6.7 | Buy Wait | $103.28 | +27.6% | ||
| 22 | VCTR | 6.7 | Buy Wait | $99.27 | -15.6% | ||
| 23 | FSBC | 6.6 | Buy Wait | $47.07 | -5.7% | ||
| 24 | PIPR | 6.6 | Buy Wait | $75.79 | -1.0% | ||
| 25 | RLI | 6.6 | Buy Wait | $61.58 | -16.5% | ||
| 26 | HCI | 6.5 | Buy Wait | $177.77 | +14.3% | ||
| 27 | LIFE | 6.5 | Buy Wait | $20.41 | +16.6% | ||
| 28 | MORN | 6.5 | Buy Wait | $192.83 | +3.6% | ||
| 29 | NMIH | 6.5 | Buy Wait | $44.21 | -6.8% | ||
| 30 | SEZL | 6.5 | Buy Wait | $154.64 | -8.1% | ||
| 31 | UFCS | 6.5 | Buy Wait | $51.45 | -15.7% | ||
| 32 | WTW | 6.5 | Buy Wait | $336.56 | -7.0% | ||
| 33 | AMAL | 6.4 | Buy Wait | $49.28 | -7.7% | ||
| 34 | APAM | 6.4 | Buy Wait | $39.23 | -17.1% | ||
| 35 | FMAO | 6.4 | Buy Wait | $33.13 | -13.8% | ||
| 36 | MC | 6.4 | Buy Wait | $67.04 | -7.4% | ||
| 37 | AMG | 6.3 | Buy Wait | $372.06 | -2.2% | ||
| 38 | BEN | 6.3 | Buy Wait | $33.84 | -11.3% | ||
| 39 | GSHD | 6.3 | Buy Wait | $62.59 | -4.1% | ||
| 40 | HIPO | 6.3 | Buy Wait | $31.22 | +8.0% | ||
| 41 | KNSL | 6.3 | Buy Wait | $358.71 | -14.9% | ||
| 42 | LPLA | 6.3 | Buy Wait | $352.94 | +3.6% | ||
| 43 | V | 6.3 | Buy Wait | $366.59 | +3.5% | ||
| 44 | XZO | 6.3 | Buy Wait | $15.70 | +40.9% | ||
| 45 | CACC | 6.2 | Buy Wait | $571.00 | -6.5% | ||
| 46 | HFWA | 6.2 | Buy Wait | $29.65 | -3.2% | ||
| 47 | OPFI | 6.2 | Buy Wait | $9.37 | +27.1% | ||
| 48 | TRU | 6.2 | Buy Wait | $78.72 | +9.9% | ||
| 49 | BOW | 6.1 | Buy Wait | $30.61 | -3.0% | ||
| 50 | CFG | 6.1 | Buy Wait | $71.81 | +1.0% | ||
Show all 717 stocks ▾
- CUBICustomers Bancorp, Inc6.1
- HGHamilton Insurance Group, Ltd.6.1
- AJGArthur J. Gallagher & Co.6.0
- FMBHFirst Mid Bancshares, Inc.6.0
- PRKPark National Corporation6.0
- RBBRBB Bancorp6.0
- TROWT. Rowe Price Group, Inc.6.0
- CBKCommercial Bancgroup, Inc.5.9
- FBNCFirst Bancorp5.9
- ARESAres Management Corporation5.8
- WSFSWSFS Financial Corporation5.8
- BLXBladex, Inc. Class E5.7
- ERIEErie Indemnity Company5.7
- PYPLPayPal Holdings, Inc.5.7
- TFCTruist Financial Corporation5.7
- BANRBanner Corporation5.6
- GBDCGolub Capital BDC, Inc.5.6
- MTBM&T Bank Corporation5.6
- NMFCNew Mountain Finance Corporatio5.6
- CSWCCapital Southwest Corporation5.5
- TCBITexas Capital Bancshares, Inc.5.5
- CNACNA Financial Corporation5.4
- JXNJackson Financial Inc.4.8
- LLoews Corporation4.4
- PMLPimco Municipal Income Fund II 7.1
- RDNRadian Group Inc.7.1
- RJFRaymond James Financial, Inc.7.1
- IFSIntercorp Financial Services In7.0
- OTFBlue Owl Technology Finance Cor7.0
- SFStifel Financial Corporation7.0
- BGCBGC Group, Inc.6.9
- ARXAccelerant Holdings6.8
- BWFGBankwell Financial Group, Inc.6.8
- BXBlackstone Inc.6.8
- ETOEaton Vance Tax-Advantage Globa6.8
- EZPWEZCORP, Inc.6.8
- HAFCHanmi Financial Corporation6.8
- HIGThe Hartford Insurance Group, I6.8
- ISTRInvestar Holding Corporation6.8
- ITICInvestors Title Company6.8
- LCLNLincoln International, Inc.6.8
- NBBKNB Bancorp, Inc.6.8
- ONBOld National Bancorp6.8
- PUKPrudential Public Limited Compa6.8
- TMPTompkins Financial Corporation6.8
- WIWWestern Asset Inflation-Linked 6.8
- AUBAtlantic Union Bankshares Corpo6.7
- BFCBank First Corporation6.7
- CACCamden National Corporation6.7
- CET110176.7
- CLMCornerstone Strategic Value Fd6.7
- COLBColumbia Banking System, Inc.6.7
- ENVAEnova International, Inc.6.7
- FAFFirst American Corporation (New6.7
- FBKFB Financial Corporation6.7
- GLADGladstone Capital Corporation6.7
- PLBCPlumas Bancorp6.7
- RVTRoyce Value Trust, Inc.6.7
- SFBSServisFirst Bancshares, Inc.6.7
- TIGRUP Fintech Holding Limited6.7
- TWNTaiwan Fund, Inc. (The)6.7
- WTBAWest Bancorporation6.7
- BHKBlackrock Core Bond Trust Black6.6
- CRF331386.6
- GABGabelli Equity Trust, Inc. (The6.6
- GBCIGlacier Bancorp, Inc.6.6
- GGNGAMCO Global Gold, Natural Reso6.6
- HAPNHappen, Inc.6.6
- HLNEHamilton Lane Incorporated6.6
- HOPEHope Bancorp, Inc.6.6
- ICEIntercontinental Exchange Inc.6.6
- INTRInter & Co. Inc.6.6
- JPMJP Morgan Chase & Co.6.6
- OBKOrigin Bancorp, Inc.6.6
- PLMRPalomar Holdings, Inc.6.6
- SCHWCharles Schwab Corporation (The6.6
- AODAberdeen Total Dynamic Dividend6.5
- BACBank of America Corporation6.5
- BHRBBurke & Herbert Financial Servi6.5
- BOHBank of Hawaii Corporation6.5
- BYByline Bancorp, Inc.6.5
- CIIBlackRock Enhanced Large Cap Co6.5
- CNOBConnectOne Bancorp, Inc.6.5
- CWBCCommunity West Bancshares6.5
- EBCEastern Bankshares, Inc.6.5
- ETWEaton Vance Corporation Eaton V6.5
- GAMGeneral American Investors, Inc6.5
- INDBIndependent Bank Corp.6.5
- MCBSMetroCity Bankshares, Inc.6.5
- MFGMizuho Financial Group, Inc. Sp6.5
- NOAHNoah Holdings Limited6.5
- NTRSNorthern Trust Corporation6.5
- NUNu Holdings Ltd.6.5
- NWBINorthwest Bancshares, Inc.6.5
- PDLBPonce Financial Group, Inc.6.5
- PNCPNC Financial Services Group, I6.5
- PRIPrimerica, Inc.6.5
- TCBXThird Coast Bancshares, Inc.6.5
- VLYValley National Bancorp6.5
- AMPAmeriprise Financial, Inc.6.4
- BPOPPopular, Inc.6.4
- CFFNCapitol Federal Financial, Inc.6.4
- FCFSFirstCash Holdings, Inc.6.4
- FFAFirst Trust Enhanced Equity Inc6.4
- GCBCGreene County Bancorp, Inc.6.4
- GDVGabelli Dividend & Income Trust6.4
- HIFSHingham Institution for Savings6.4
- HTDJohn Hancock Tax Advantaged Div6.4
- MAMastercard Incorporated6.4
- PBProsperity Bancshares, Inc.6.4
- PCBPCB Bancorp6.4
- QCRHQCR Holdings, Inc.6.4
- SPNTSiriusPoint Ltd.6.4
- WTWisdomTree, Inc.6.4
- AXAxos Financial, Inc.6.3
- BBTBeacon Financial Corporation6.3
- BMEBlackrock Health Sciences Trust6.3
- BOEBlackrock Enhanced Global Divid6.3
- BROBrown & Brown, Inc.6.3
- CBOECboe Global Markets, Inc.6.3
- DNPDNP Select Income Fund, Inc.6.3
- FFBCFirst Financial Bancorp.6.3
- FINVFinVolution Group6.3
- KBKB Financial Group Inc6.3
- MCYMercury General Corporation6.3
- MKTXMarketAxess Holdings, Inc.6.3
- NBNNortheast Bank6.3
- NUVNuveen Municipal Value Fund, In6.3
- PFSProvident Financial Services, I6.3
- PNFPPinnacle Financial Partners, In6.3
- SFSTSouthern First Bancshares, Inc.6.3
- SPFISouth Plains Financial, Inc.6.3
- WDHWaterdrop Inc.6.3
- ALLYAlly Financial Inc.6.2
- ARCCAres Capital Corporation6.2
- ASAASA Gold and Precious Metals L6.2
- ASBAssociated Banc-Corp6.2
- BRK-BBerkshire Hathaway Inc. New6.2
- CCitigroup, Inc.6.2
- EVREvercore Inc.6.2
- EWBCEast West Bancorp, Inc.6.2
- FBIZFirst Business Financial Servic6.2
- FHIFederated Hermes, Inc.6.2
- FHNFirst Horizon Corporation6.2
- FMNBFarmers National Banc Corp.6.2
- HQLTeklaLife Sciences Investors6.2
- HTGCHercules Capital, Inc.6.2
- KYNKayne Anderson MLP/Midstream In6.2
- LNCLincoln National Corporation6.2
- MBWMMercantile Bank Corporation6.2
- NEANuveen AMT-Free Quality Municip6.2
- OFGOFG Bancorp6.2
- OMFOneMain Holdings, Inc.6.2
- RKTRocket Companies, Inc.6.2
- RYANRyan Specialty Holdings, Inc.6.2
- SHBIShore Bancshares, Inc.6.2
- SHGShinhan Financial Group Co Ltd6.2
- SKWDSkyward Specialty Insurance Gro6.2
- SMBKSmartFinancial, Inc.6.2
- SOFISoFi Technologies, Inc.6.2
- SRCE1st Source Corporation6.2
- ACNBACNB Corporation6.1
- AIZAssurant, Inc.6.1
- ALLAllstate Corporation (The)6.1
- ALRSAlerus Financial Corporation6.1
- BAPCredicorp Ltd.6.1
- BFHBread Financial Holdings, Inc.6.1
- BWBBridgewater Bancshares, Inc.6.1
- DBDeutsche Bank AG6.1
- ECCEagle Point Credit Company Inc.6.1
- EMDWestern Asset Emerging Markets 6.1
- EQBKEquity Bancshares, Inc.6.1
- FBPFirst BanCorp. New6.1
- FCNCAFirst Citizens BancShares, Inc.6.1
- FISIFinancial Institutions, Inc.6.1
- GABCGerman American Bancorp, Inc.6.1
- KEYKeyCorp6.1
- MSBIMidland States Bancorp, Inc.6.1
- NFJAllianzGI NFJ Dividend, Interes6.1
- NRIMNorthrim BanCorp Inc6.1
- OPYOppenheimer Holdings, Inc.6.1
- OSBCOld Second Bancorp, Inc.6.1
- RPCRidgepost Capital, Inc.6.1
- RRBIRed River Bancshares, Inc.6.1
- TRINTrinity Capital Inc.6.1
- VBNKVersaBank6.1
- WTFCWintrust Financial Corporation6.1
- AAMIAcadian Asset Management Inc.6.0
- BDJBlackrock Enhanced Equity Divid6.0
- BSACBanco Santander - Chile6.0
- BTTBlackRock Municipal 2030 Target6.0
- BUSEFirst Busey Corporation6.0
- CBANColony Bankcorp, Inc.6.0
- CTBICommunity Trust Bancorp, Inc.6.0
- FINSFINS6.0
- GUTGabelli Utility Trust (The)6.0
- HBANHuntington Bancshares Incorpora6.0
- MIAXMiami International Holdings, I6.0
- NICNicolet Bankshares Inc.6.0
- NPFDNPFD6.0
- NTBBank of N.T. Butterfield & Son 6.0
- PDTJohn Hancock Premium Dividend F6.0
- PEBOPeoples Bancorp Inc.6.0
- SEICSEI Investments Company6.0
- SYFSynchrony Financial6.0
- TCBKTriCo Bancshares6.0
- USBU.S. Bancorp6.0
- VLYPPValley National Bancorp - 6.25%6.0
- WALWestern Alliance Bancorporation6.0
- AIGAmerican International Group, I5.9
- CCBCoastal Financial Corporation5.9
- CIVBCivista Bancshares, Inc.5.9
- CPFCentral Pacific Financial Corp 5.9
- ETBEaton Vance Tax-Managed Buy-Wri5.9
- ETYEaton Vance Tax-Managed Diversi5.9
- FDUSFidus Investment Corporation5.9
- HDBHDFC Bank Limited5.9
- IBCPIndependent Bank Corporation5.9
- MSCIMSCI Inc.5.9
- PSECProspect Capital Corporation5.9
- SMBCSouthern Missouri Bancorp, Inc.5.9
- STCStewart Information Services Co5.9
- SYBTStock Yards Bancorp, Inc.5.9
- THGHanover Insurance Group Inc5.9
- TRMKTrustmark Corporation5.9
- VLYPOValley National Bancorp - 5.5% 5.9
- WSBCWesBanco, Inc.5.9
- BCSBarclays PLC5.8
- CATYCathay General Bancorp5.8
- ESQEsquire Financial Holdings, Inc5.8
- ETGEaton Vance Tax-Advantaged Glob5.8
- FCFFirst5.8
- GBFHGBank Financial Holdings Inc.5.8
- LOBLive Oak Bancshares, Inc.5.8
- MYIBlackrock MuniYield Quality Fun5.8
- NDAQNasdaq, Inc.5.8
- NMCONMCO5.8
- TRVThe Travelers Companies, Inc.5.8
- WFCWells Fargo & Company5.8
- ADXAdams Diversified Equity Fund I5.7
- BFSTBusiness First Bancshares, Inc.5.7
- CCAPCrescent Capital BDC, Inc.5.7
- CNOCNO Financial Group, Inc.5.7
- FIBKFirst Interstate BancSystem, In5.7
- FULTFulton Financial Corporation5.7
- HWCHancock Whitney Corporation5.7
- IIMInvesco Value Municipal Income 5.7
- NWGNatWest Group plc5.7
- OBTOrange County Bancorp, Inc.5.7
- OWLBlue Owl Capital Inc.5.7
- PGRProgressive Corporation (The)5.7
- RYRoyal Bank Of Canada5.7
- SBSISouthside Bancshares, Inc.5.7
- SSBSouthState Bank Corporation5.7
- VMOInvesco Municipal Opportunity T5.7
- ABCBAmeris Bancorp5.6
- BBVABanco Bilbao Vizcaya Argentaria5.6
- BCHBanco De Chile5.6
- BGYBlackrock Enhanced Internationa5.6
- BMOBank Of Montreal5.6
- BNSBank Nova Scotia Halifax Pfd 35.6
- BNYThe Bank of New York Mellon Cor5.6
- CMCanadian Imperial Bank of Comme5.6
- EOSEaton Vance Enhance Equity Inco5.6
- FITBFifth Third Bancorp5.6
- FNBF.N.B. Corporation5.6
- FRMEFirst Merchants Corporation5.6
- HYTBlackrock Corporate High Yield 5.6
- NRKNuveen New York AMT-Free Qualit5.6
- PSPershing Square Inc.5.6
- QFINQfin Holdings, Inc.5.6
- TMSTeamshares Inc.5.6
- VGMInvesco Trust for Investment Gr5.6
- VKI92685.6
- VKQInvesco Municipal Trust5.6
- ACGLOArch Capital Group Ltd. - Depos5.5
- ACTEnact Holdings, Inc.5.5
- CFRCullen/Frost Bankers, Inc.5.5
- FFINFirst Financial Bankshares, Inc5.5
- HOMBHome BancShares, Inc.5.5
- HQHTekla Healthcare Investors5.5
- IBNICICI Bank Limited5.5
- IGDVoya Global Equity Dividend and5.5
- IQIInvesco Quality Municipal Incom5.5
- JPCNuveen Preferred & Income Oppor5.5
- LKFNLakeland Financial Corporation5.5
- NKXNuveen California AMT-Free Qual5.5
- STBAS&T Bancorp, Inc.5.5
- TRSTTrustCo Bank Corp NY5.5
- UBSUBS Group AG Registered5.5
- UBSIUnited Bankshares, Inc.5.5
- UNTYUnity Bancorp, Inc.5.5
- UVSPUnivest Financial Corporation5.5
- WBSWebster Financial Corporation5.5
- AROWArrow Financial Corporation5.4
- CNCKCoincheck Group N.V.5.4
- ACGLArch Capital Group Ltd.5.3
- COFSChoiceOne Financial Services, I5.3
- FRBAFirst Bank5.3
- INGING Group, N.V.5.3
- RFRegions Financial Corporation5.3
- RNRRenaissanceRe Holdings Ltd.5.3
- TFINTriumph Financial, Inc.5.3
- AONAon plc5.2
- CBCCentral Bancompany, Inc.5.2
- CMECME Group Inc.5.2
- CSQCalamos Strategic Total Return 5.1
- SDHYSDHY5.1
- BCALCalifornia BanCorp5.0
- TFSLTFS Financial Corporation4.9
- BCARD. Boral ARC Acquisition I Corp4.5
- LEODreyfus Strategic Municipals, I4.5
- HTTHigh Templar Tech Limited4.4
- CCIXChurchill Capital Corp IX3.4
- CARECarter Bankshares, Inc.6.9
- ECPGEncore Capital Group Inc6.9
- MSMorgan Stanley6.9
- TREELendingTree, Inc.6.9
- MPBMid Penn Bancorp6.8
- ORIOld Republic International Corp6.8
- CZNCCitizens & Northern Corp6.7
- FGF&G Annuities & Life, Inc.6.7
- IXORIX Corporation6.7
- VINPVinci Compass Investments Ltd.6.7
- BMNRBitMine Immersion Technologies,6.6
- HBTHBT Financial, Inc.6.6
- JCAPJefferson Capital, Inc.6.6
- TOWNTowne Bank6.6
- FSUNFirstSun Capital Bancorp6.5
- MRXMarex Group Limited6.5
- AFLAFLAC Incorporated6.4
- ALTIAlTi Global, Inc.6.4
- JEFJefferies Financial Group Inc.6.4
- NBHCNational Bank Holdings Corporat6.4
- PGCPeapack-Gladstone Financial Cor6.4
- UCBUnited Community Banks, Inc.6.4
- WFWoori Financial Group Inc.6.4
- ASSTStrive, Inc.6.3
- BETRBetter Home & Finance Holding C6.3
- FIGRFigure Technology Solutions, In6.3
- FNFFidelity National Financial, In6.3
- MCHBMechanics Bancorp6.3
- MFCManulife Financial Corporation6.3
- NBTBNBT Bancorp Inc.6.3
- NEWTNewtekOne, Inc.6.3
- UWMCUWM Holdings Corporation6.3
- VELVelocity Financial, Inc.6.3
- AGMFederal Agricultural Mortgage C6.2
- AXSAxis Capital Holdings Limited6.2
- BTGOBitGo Holdings, Inc.6.2
- CGBDCarlyle Secured Lending, Inc.6.2
- GDOTGreen Dot Corporation6.2
- MCBMetropolitan Bank Holding Corp.6.2
- NFBKNorthfield Bancorp, Inc.6.2
- WDWalker & Dunlop, Inc6.2
- BMABanco Macro S.A.6.1
- BURBurford Capital Limited6.1
- GLGlobe Life Inc.6.1
- MCOMoody's Corporation6.1
- NPBNorthpointe Bancshares, Inc.6.1
- SIGISelective Insurance Group, Inc.6.1
- SNEXStoneX Group Inc.6.1
- AXPAmerican Express Company6.0
- BANCBanc of California, Inc.6.0
- GCMGGCM Grosvenor Inc.6.0
- GEMIGemini Space Station, Inc.6.0
- GNWGenworth Financial Inc6.0
- HLIHoulihan Lokey, Inc.6.0
- IVZInvesco Ltd6.0
- NPNeptune Insurance Holdings Inc.6.0
- PFLTPennantPark Floating Rate Capit6.0
- PRAAPRA Group, Inc.6.0
- STEPStepStone Group Inc.6.0
- UPSTUpstart Holdings, Inc.6.0
- XPXP Inc.6.0
- AVALGrupo Aval Acciones y Valores S5.9
- BRK-ABerkshire Hathaway Inc.5.9
- CBNKCapital Bancorp, Inc.5.9
- COFCapital One Financial Corporati5.9
- ESNTEssent Group Ltd.5.9
- IBKRInteractive Brokers Group, Inc.5.9
- KLARKlarna Group plc5.9
- OXLCOxford Lane Capital Corp.5.9
- PFISPeoples Financial Services Corp5.9
- ROOTRoot, Inc.5.9
- UNMUnum Group5.9
- VOYAVoya Financial, Inc.5.9
- ABAllianceBernstein Holding L.P.5.8
- ABTCAmerican Bitcoin Corp.5.8
- AFRMAffirm Holdings, Inc.5.8
- BAMBrookfield Asset Management Inc5.8
- BCXBlackRock Resources of Benefic5.8
- CIBGrupo Cibest S.A.5.8
- CLBKColumbia Financial, Inc.5.8
- DBRGDigitalBridge Group, Inc.5.8
- DPGDuff & Phelps Global Utility In5.8
- EGEverest Group, Ltd.5.8
- EGBNEagle Bancorp, Inc.5.8
- KRNYKearny Financial5.8
- NMRNomura Holdings Inc5.8
- RMTRoyce Micro-Cap Trust, Inc.5.8
- SBETSharpLink, Inc.5.8
- TSLXSixth Street Specialty Lending,5.8
- BUIBlackRock Utility, Infrastructu5.7
- BWINThe Baldwin Insurance Group, In5.7
- CBUCommunity Financial System, Inc5.7
- CNSCohen & Steers Inc5.7
- ETVEaton Vance Corporation Eaton V5.7
- METMetLife, Inc.5.7
- MRSHMarsh5.7
- NCDLNCDL5.7
- RGAReinsurance Group of America, I5.7
- SPGIS&P Global Inc.5.7
- TIPTTiptree Inc.5.7
- AMTBAmerant Bancorp Inc.5.6
- BCATBCAT5.6
- BXSLBlackstone Secured Lending Fund5.6
- EXGEaton Vance Tax-Managed Global 5.6
- FLGFlagstar Bank, N.A.5.6
- FPFFirst Trust Intermediate Durati5.6
- GHYPGIM Global Short Duration High5.6
- IGICInternational General Insurance5.6
- KIOKKR Income Opportunities Fund5.6
- LAZLazard, Inc.5.6
- LULufax Holding Ltd5.6
- NBXGNBXG5.6
- PTA2409055.6
- SLMSLM Corporation5.6
- TBLDThornburg Income Builder Opport5.6
- ACICAmerican Coastal Insurance Corp5.5
- ASGIabrdn Global Infrastructure Inc5.5
- BBDCBarings BDC, Inc.5.5
- CASHPathward Financial, Inc.5.5
- CBSHCommerce Bancshares, Inc.5.5
- EFSCEnterprise Financial Services C5.5
- EOIEaton Vance Enhance Equity Inco5.5
- ETOReToro Group Ltd.5.5
- FSCOFSCO5.5
- GTENGores Holdings X, Inc.5.5
- HIVEHIVE Digital Technologies Ltd5.5
- LMNDLemonade, Inc.5.5
- LYGLloyds Banking Group Plc5.5
- MEGIMEGI5.5
- MSDLMSDL5.5
- MUJBlackrock MuniHoldings New Jers5.5
- NMAINMAI5.5
- NNINelnet, Inc.5.5
- PDIPIMCO Dynamic Income Fund5.5
- PDOPDO5.5
- PFGPrincipal Financial Group Inc5.5
- TBBKThe Bancorp, Inc.5.5
- UTG532705.5
- WAFDWaFd, Inc.5.5
- AFGAmerican Financial Group, Inc.5.4
- BBDBanco Bradesco Sa5.4
- BITBlackRock Multi-Sector Income T5.4
- BNBrookfield Corporation5.4
- BSTZBlackRock Science and Technolog5.4
- CGThe Carlyle Group Inc.5.4
- CHICalamos Convertible Opportuniti5.4
- CHYCalamos Convertible and High In5.4
- CRD-BCrawford & Company5.4
- DCOMDime Commercial Bancshares, Inc5.4
- FHBFirst Hawaiian, Inc.5.4
- FRHCFreedom Holding Corp.5.4
- FTHYFTHY5.4
- GOFGuggenheim Strategic Opportunit5.4
- HBNCHorizon Bancorp, Inc.5.4
- HMNHorace Mann Educators Corporati5.4
- HPSJohn Hancock Preferred Income F5.4
- IBOCInternational Bancshares Corpor5.4
- ITUBItau Unibanco Banco Holding SA5.4
- KBDCKayne Anderson BDC, Inc.5.4
- LDIloanDepot, Inc.5.4
- MHDBlackrock MuniHoldings Fund, In5.4
- NXPNuveen Select Tax Free Income P5.4
- OBDCBlue Owl Capital Corporation5.4
- PLGOPelagos Insurance Capital Limit5.4
- QQQXNuveen NASDAQ 100 Dynamic Overw5.4
- USALiberty All-Star Equity Fund5.4
- UTFCohen & Steers Infrastructure F5.4
- VRTSVirtus Investment Partners, Inc5.4
- AGBKAGI Inc5.3
- AVKAdvent Claymore Convertible Sec5.3
- BBDOBanco Bradesco Sa5.3
- BKUBankUnited, Inc.5.3
- BMEZBlackRock Health Sciences Trust5.3
- CBChubb Limited5.3
- CCDCalamos Dynamic Convertible & I5.3
- ETJEaton Vance Risk-Managed Divers5.3
- GLREGreenlight Reinsurance, Ltd.5.3
- GOLDGold.com, Inc.5.3
- GSBDGoldman Sachs BDC, Inc.5.3
- GUGGUG5.3
- HOODRobinhood Markets, Inc.5.3
- HPIJohn Hancock Preferred Income F5.3
- JQCNuveen Credit Strategies Income5.3
- LDPCohen & Steers Limited Duration5.3
- MTGMGIC Investment Corporation5.3
- MUABlackrock MuniAssets Fund, Inc5.3
- NBBNuveen Taxable Municipal Income5.3
- NIEAllianzGI Equity & Convertible 5.3
- PAXSPIMCO Access Income Fund5.3
- RABrookfield Real Assets Income F5.3
- SAFTSafety Insurance Group, Inc.5.3
- SANBanco Santander, S.A. Sponsored5.3
- STEWSTEW5.3
- THWTekla World Healthcare Fund Sha5.3
- WASHWashington Trust Bancorp, Inc.5.3
- WRBW.R. Berkley Corporation5.3
- BBNBlackRock Taxable Municipal Bon5.2
- BSTBlackRock Science and Technolog5.2
- BSVNBank7 Corp.5.2
- CRVLCorVel Corp.5.2
- CSHRCoinShares PLC5.2
- DGICADonegal Group, Inc.5.2
- ECATECAT5.2
- FDSFactSet Research Systems Inc.5.2
- FSKFS KKR Capital Corp.5.2
- GLXYGalaxy Digital Inc.5.2
- JFRNuveen Floating Rate Income Fun5.2
- NADNuveen Quality Municipal Income5.2
- NMZNuveen Municipal High Income Op5.2
- NWAXNew America Acquisition I Corp.5.2
- OCFCOceanFirst Financial Corp.5.2
- OCSLOaktree Specialty Lending Corpo5.2
- PFBCPreferred Bank5.2
- PRCHPorch Group, Inc.5.2
- RBCAARepublic Bancorp, Inc.5.2
- TPGTPG Inc.5.2
- VCVInvesco California Value Munici5.2
- WDIWDI5.2
- WRLDWorld Acceptance Corporation5.2
- ACPAberdeen Income Credit Strategi5.1
- AIOAllianzGI Artificial Intelligen5.1
- APXTApex Treasury Corporation5.1
- AWFAlliancebernstein Global High I5.1
- BCSSBain Capital GSS Investment Cor5.1
- BSBRBanco Santander Brasil SA5.1
- CCBGCapital City Bank Group5.1
- CHCOCity Holding Company5.1
- CHWCalamos Global Dynamic Income F5.1
- CXIIChurchill Capital Corp XII5.1
- DFPFlaherty & Crumrine Dynamic Pre5.1
- EVNEaton Vance Municipal Income Tr5.1
- HBCPHome Bancorp, Inc.5.1
- HTBHomeTrust Bancshares, Inc.5.1
- KBONKarbon Capital Partners Corp.5.1
- KKRKKR & Co. Inc.5.1
- MAINMain Street Capital Corporation5.1
- MQYBlackrock MuniYield Quality Fun5.1
- MUFGMitsubishi UFJ Financial Group,5.1
- NVGNuveen AMT-Free Municipal Credi5.1
- PCNPimco Corporate & Income Strate5.1
- PHKPimco High Income Fund Pimco Hi5.1
- PRUPrudential Financial, Inc.5.1
- PTYPimco Corporate & Income Opport5.1
- PURRHyperliquid Strategies Inc5.1
- STKColumbia Seligman Premium Techn5.1
- TDToronto Dominion Bank (The)5.1
- AXGSolowin Holdings5.0
- BMRCBank of Marin Bancorp5.0
- BTBTBit Digital, Inc.5.0
- CRCLCircle Internet Group, Inc.5.0
- CRD-ACrawford & Company5.0
- DXYZDestiny Tech100 Inc.5.0
- EIGEmployers Holdings Inc5.0
- FFCFlaherty & Crumrine Preferred S5.0
- HTHHilltop Holdings Inc.5.0
- HUTHut 8 Corp.5.0
- IACOIdea Acquisition Corp.5.0
- ISDPGIM Short Duration High Yield 5.0
- MBVIM3-Brigade Acquisition VI Corp.5.0
- MESHMeshflow Acquisition Corp.5.0
- NAVINavient Corporation5.0
- NZFNuveen Municipal Credit Income 5.0
- OZKBank OZK5.0
- PEOAdams Natural Resources Fund, I5.0
- PFNPIMCO Income Strategy Fund II5.0
- SLRCSLR Investment Corp.5.0
- WABCWestamerica Bancorporation5.0
- WUWestern Union Company (The)5.0
- BGBBlackstone / GSO Strategic Cred4.9
- BSRRSierra Bancorp4.9
- CCXIChurchill Capital Corp XI4.9
- CRANCrane Harbor Acquisition Corp. 4.9
- DSUBlackrock Debt Strategies Fund,4.9
- EVV3161004.9
- GAINGladstone Investment Corporatio4.9
- HSBCHSBC Holdings, plc.4.9
- IEAGInfinite Eagle Acquisition Corp4.9
- IRENIREN LIMITED4.9
- KRSPRice Acquisition Corporation 34.9
- MAASMaase Inc.4.9
- MUCBlackrock MuniHoldings Californ4.9
- NACNuveen California Quality Munic4.9
- NDMONDMO4.9
- PBFSPioneer Bancorp, Inc.4.9
- PDX1706044.9
- SLMBPSLM Corporation - Floating Rate4.9
- SMFGSumitomo Mitsui Financial Group4.9
- TRUPTrupanion, Inc.4.9
- AEGAegon Ltd. New York Registry Sh4.8
- AEXAAmerican Exceptionalism Acquisi4.8
- DBCAD. Boral Acquisition I Corp.4.8
- DLYDoubleLine Yield Opportunities 4.8
- EVTEaton Vance Tax Advantaged Divi4.8
- FAX5923144.8
- GCGRGeneral Catalyst Global Resilie4.8
- GSBCGreat Southern Bancorp, Inc.4.8
- HFROHighland Floating Rate Opportun4.8
- STTState Street Corporation4.8
- THQTekla Healthcare Opportunies Fu4.8
- WTMWhite Mountains Insurance Group4.8
- BOTRoboStrategy, Inc.4.7
- BTXBlackRock Technology and Privat4.7
- CRAQCal Redwood Acquisition Corp.4.7
- DGICBDonegal Group, Inc.4.7
- EIM1004014.7
- EVACEQV Ventures Acquisition Corp. 4.7
- PFSIPennyMac Financial Services, In4.7
- TYGTortoise Energy Infrastructure 4.7
- AGOAssured Guaranty Ltd.4.6
- APOApollo Global Management, Inc. 4.6
- BLWBlackrock Limited Duration Inco4.6
- CLBRColombier Acquisition Corp. III4.6
- CRBGCorebridge Financial Inc.4.6
- KRAQKRAKacquisition Corp4.6
- MFICMidCap Financial Investment Cor4.6
- MKLMarkel Group Inc.4.6
- SFNCSimmons First National Corporat4.6
- EMOClearBridge Energy Midstream Op4.5
- HASIHA Sustainable Infrastructure C4.5
- HGTYHagerty, Inc.4.5
- OIOOIO Group4.5
- PWRLPowerlaw Corp.4.5
- SLFSun Life Financial Inc.4.5
- SUPVGrupo Supervielle S.A.4.5
- XXITwenty One Capital, Inc.4.5
- BBARBanco BBVA Argentina S.A.4.4
- BHFAPBrighthouse Financial, Inc. - D4.4
- DMIIDrugs Made In America Acquisiti4.4
- RIOTRiot Platforms, Inc.4.4
- RNPCohen & Steers Reit and Preferr4.4
- RVIRobinhood Ventures Fund I4.4
- VVRInvesco Senior Income Trust (D4.4
- BNTBrookfield Wealth Solutions Ltd4.3
- BTOJohn Hancock Financial Opportun4.3
- BTZBlackRock Credit Allocation Inc4.3
- EQHEquitable Holdings, Inc.4.3
- KFIIK&F Growth Acquisition Corp. II4.3
- MMUWestern Asset Managed Municipal4.3
- OXLCOOxford Lane Capital Corp. - Pre4.3
- BHFBrighthouse Financial, Inc.4.2
- CLSKCleanSpark, Inc.4.2
- KMPRKemper Corporation4.2
- PWPPerella Weinberg Partners4.2
- COINCoinbase Global, Inc.4.1
- DSLDoubleLine Income Solutions Fun4.1
- RQICohen & Steers Quality Income R4.1
- GGALGrupo Financiero Galicia S.A.4.0
- IGRCBRE Clarion Global Real Estate4.0
- MARAMARA Holdings, Inc.4.0
- NML15254.0
- XRPNArmada Acquisition Corp. II4.0
- IFNIndia Fund, Inc. (The)3.8
- ANSCAgriculture & Natural Solutions3.7
Ideas Shortlist
Attractive valuation
Strong earnings beat streak (4/4)
Strong earnings beat streak (3/4)
Strong earnings beat streak (4/4)
Strong earnings beat streak (4/4)
Valuation Spread
Data as of 2026-07-31| Symbol | P/E (TTM) | P/E (Fwd) | Market Cap | Score |
|---|---|---|---|---|
| TY | 7.1x | — | $1.9B | 5.8 |
| SLDE | 5.4x | 5.6x | $2.3B | 7.8 |
| ABX | 26.8x | 9.2x | $1.0B | 7.2 |
| BHB | 13.3x | 10.4x | $660M | 7.1 |
| CCNE | 11.2x | 9.2x | $1.0B | 7.1 |
| PAX | 23.8x | 7.1x | $1.8B | 7.1 |
| VIRT | 9.6x | 9.0x | $12.7B | 7.1 |
| ASIC | 12.8x | 9.6x | $1.1B | 7.0 |
| MBIN | 10.9x | 9.3x | $2.5B | 7.0 |
| ATLC | 15.5x | 7.9x | $1.6B | 6.9 |
| BLK | 25.8x | 17.1x | $178.6B | 6.9 |
| FUTU | 11.3x | 8.5x | $14.5B | 6.9 |
| ZION | 8.8x | 10.2x | $10.1B | 6.9 |
| FCBC | 15.1x | 15.5x | $899M | 6.8 |
| TW | 26.6x | 21.3x⚠ | $21.3B | 6.8 |
| UVE | 5.9x | 9.8x | $1.2B | 6.8 |
| GS | 15.2x | 13.9x | $302.3B | 6.7 |
| HRTG | 4.6x | 6.3x | $907M | 6.7 |
| PJT | 22.5x | 18.6x | $6.8B | 6.7 |
| RNST | 12.7x | 11.0x | $4.0B | 6.7 |
| SII | 31.7x | 24.0x⚠ | $2.8B | 6.7 |
| VCTR | 21.9x | 12.1x | $6.2B | 6.7 |
| FSBC | 18.9x | 12.7x | $1.0B | 6.6 |
| PIPR | 18.6x | 13.6x | $5.1B | 6.6 |
| RLI | 13.8x | 22.7x⚠ | $5.6B | 6.6 |
| HCI | 8.0x | 9.8x | $2.3B | 6.5 |
| LIFE | — | 10.5x | $1.9B | 6.5 |
| MORN | 20.3x | 14.0x | $7.2B | 6.5 |
| NMIH | 9.0x | 8.1x | $3.3B | 6.5 |
| SEZL | 36.3x⚠ | 23.7x⚠ | $5.2B | 6.5 |
| UFCS | 10.6x | 11.5x | $1.3B | 6.5 |
| WTW | 18.5x | 15.0x | $31.7B | 6.5 |
| AMAL | 13.1x | 10.6x | $1.5B | 6.4 |
| APAM | 9.7x | 9.9x | $2.8B | 6.4 |
| FMAO | 13.4x | 10.5x | $459M | 6.4 |
| MC | 23.5x | 17.4x | $5.1B | 6.4 |
| AMG | 14.8x | 8.9x | $9.7B | 6.3 |
| BEN | 24.8x | 10.7x | $17.2B | 6.3 |
| GSHD | 51.5x⚠ | 23.6x⚠ | $2.3B | 6.3 |
| HIPO | 6.8x | 9.8x | $841M | 6.3 |
| KNSL | 15.3x | 16.4x | $8.1B | 6.3 |
| LPLA | 30.4x | 11.6x | $27.1B | 6.3 |
| V | 31.4x | 24.5x⚠ | $683.8B | 6.3 |
| XZO | 16.8x | 13.7x | $1.4B | 6.3 |
| CACC | 13.8x | 10.1x | $5.8B | 6.2 |
| HFWA | 14.2x | 11.2x | $1.2B | 6.2 |
| OPFI | 4.7x | 4.3x | $1.4B | 6.2 |
| TRU | 22.0x | 14.3x | $15.4B | 6.2 |
| BOW | 17.6x | 12.6x | $1000M | 6.1 |
| CFG | 15.5x | 11.0x | $30.3B | 6.1 |
Sector P/E (TTM): median 13.1x, middle half of stocks between 9.7x and 18.6x — computed from the 635 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…