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 | 5.9 | Buy Now | $34.88 | +1.3% | ||
| 2 | SLDE | 7.8 | Buy Wait | $19.97 | +8.9% | ||
| 3 | ABX | 7.2 | Buy Wait | $10.31 | +18.8% | ||
| 4 | CCNE | 7.2 | Buy Wait | $35.10 | -9.8% | ||
| 5 | VIRT | 7.2 | Buy Wait | $58.74 | -1.6% | ||
| 6 | ASIC | 7.1 | Buy Wait | $24.02 | +3.2% | ||
| 7 | MBIN | 7.1 | Buy Wait | $55.18 | -13.0% | ||
| 8 | FUTU | 7.0 | Buy Wait | $105.26 | +33.3% | ||
| 9 | PAX | 7.0 | Buy Wait | $10.82 | +25.2% | ||
| 10 | BLK | 6.9 | Buy Wait | $1090.44 | +8.4% | ||
| 11 | TW | 6.9 | Buy Wait | $100.50 | +10.6% | ||
| 12 | ZION | 6.9 | Buy Wait | $69.03 | -3.2% | ||
| 13 | ATLC | 6.8 | Buy Wait | $105.49 | +3.9% | ||
| 14 | FCBC | 6.8 | Buy Wait | $47.72 | -10.9% | ||
| 15 | HRTG | 6.8 | Buy Wait | $29.37 | -3.0% | ||
| 16 | UVE | 6.8 | Buy Wait | $43.71 | -12.5% | ||
| 17 | VCTR | 6.8 | Buy Wait | $99.03 | -15.4% | ||
| 18 | GS | 6.7 | Buy Wait | $1017.32 | +0.8% | ||
| 19 | PJT | 6.7 | Buy Wait | $168.31 | -4.4% | ||
| 20 | RNST | 6.7 | Buy Wait | $43.57 | -4.2% | ||
| 21 | SII | 6.7 | Buy Wait | $103.01 | +27.9% | ||
| 22 | FSBC | 6.6 | Buy Wait | $47.19 | -6.0% | ||
| 23 | HCI | 6.6 | Buy Wait | $175.01 | +15.8% | ||
| 24 | LIFE | 6.6 | Buy Wait | $20.42 | +16.9% | ||
| 25 | MORN | 6.6 | Buy Wait | $192.57 | +3.7% | ||
| 26 | NMIH | 6.6 | Buy Wait | $44.30 | -7.0% | ||
| 27 | RLI | 6.6 | Buy Wait | $61.90 | -16.0% | ||
| 28 | AMAL | 6.5 | Buy Wait | $49.38 | -7.9% | ||
| 29 | PIPR | 6.5 | Buy Wait | $75.80 | -1.2% | ||
| 30 | SEZL | 6.5 | Buy Wait | $154.75 | -8.0% | ||
| 31 | UFCS | 6.5 | Buy Wait | $51.36 | -15.6% | ||
| 32 | AMG | 6.4 | Buy Wait | $366.73 | -0.8% | ||
| 33 | APAM | 6.4 | Buy Wait | $39.24 | -17.1% | ||
| 34 | BEN | 6.4 | Buy Wait | $33.86 | -11.5% | ||
| 35 | FMAO | 6.4 | Buy Wait | $33.36 | -14.2% | ||
| 36 | GSHD | 6.4 | Buy Wait | $62.00 | -3.3% | ||
| 37 | KNSL | 6.4 | Buy Wait | $356.42 | -14.6% | ||
| 38 | LPLA | 6.4 | Buy Wait | $353.70 | +3.4% | ||
| 39 | HIPO | 6.3 | Buy Wait | $31.45 | +7.4% | ||
| 40 | MC | 6.3 | Buy Wait | $67.08 | -7.5% | ||
| 41 | TRU | 6.3 | Buy Wait | $78.62 | +10.2% | ||
| 42 | V | 6.3 | Buy Wait | $365.95 | +3.6% | ||
| 43 | XZO | 6.3 | Buy Wait | $15.81 | +42.4% | ||
| 44 | CACC | 6.2 | Buy Wait | $568.91 | -6.1% | ||
| 45 | HFWA | 6.2 | Buy Wait | $29.73 | -3.4% | ||
| 46 | OPFI | 6.2 | Buy Wait | $9.37 | +27.0% | ||
| 47 | RRBI | 6.2 | Buy Wait | $100.55 | -12.9% | ||
| 48 | BOW | 6.1 | Buy Wait | $30.59 | -2.9% | ||
| 49 | CFG | 6.1 | Buy Wait | $71.65 | +1.2% | ||
| 50 | CUBI | 6.1 | Buy Wait | $78.68 | +3.8% | ||
Show all 717 stocks ▾
- FMBHFirst Mid Bancshares, Inc.6.1
- HGHamilton Insurance Group, Ltd.6.1
- RBBRBB Bancorp6.1
- CBKCommercial Bancgroup, Inc.6.0
- PRKPark National Corporation6.0
- AJGArthur J. Gallagher & Co.5.9
- ERIEErie Indemnity Company5.9
- FBNCFirst Bancorp5.9
- TROWT. Rowe Price Group, Inc.5.9
- WSFSWSFS Financial Corporation5.9
- BLXBladex, Inc. Class E5.8
- TFCTruist Financial Corporation5.8
- MTBM&T Bank Corporation5.7
- PYPLPayPal Holdings, Inc.5.7
- QFINQfin Holdings, Inc.5.7
- BANRBanner Corporation5.6
- CSWCCapital Southwest Corporation5.6
- GBDCGolub Capital BDC, Inc.5.6
- NMFCNew Mountain Finance Corporatio5.6
- TCBITexas Capital Bancshares, Inc.5.6
- CNACNA Financial Corporation5.5
- JXNJackson Financial Inc.4.9
- LLoews Corporation4.5
- BHBBar Harbor Bankshares, Inc.7.1
- OTFBlue Owl Technology Finance Cor7.1
- PMLPimco Municipal Income Fund II 7.1
- RDNRadian Group Inc.7.1
- RJFRaymond James Financial, Inc.7.1
- BGCBGC Group, Inc.7.0
- IFSIntercorp Financial Services In7.0
- SFStifel Financial Corporation7.0
- AUBAtlantic Union Bankshares Corpo6.9
- BXBlackstone Inc.6.9
- ETOEaton Vance Tax-Advantage Globa6.9
- EZPWEZCORP, Inc.6.9
- LCLNLincoln International, Inc.6.9
- NBBKNB Bancorp, Inc.6.9
- ONBOld National Bancorp6.9
- WIWWestern Asset Inflation-Linked 6.9
- ARXAccelerant Holdings6.8
- BWFGBankwell Financial Group, Inc.6.8
- CACCamden National Corporation6.8
- CET110176.8
- ENVAEnova International, Inc.6.8
- FAFFirst American Corporation (New6.8
- FBKFB Financial Corporation6.8
- HAFCHanmi Financial Corporation6.8
- HIGThe Hartford Insurance Group, I6.8
- ISTRInvestar Holding Corporation6.8
- ITICInvestors Title Company6.8
- OBKOrigin Bancorp, Inc.6.8
- PDLBPonce Financial Group, Inc.6.8
- PLBCPlumas Bancorp6.8
- PUKPrudential Public Limited Compa6.8
- SCHWCharles Schwab Corporation (The6.8
- TMPTompkins Financial Corporation6.8
- BFCBank First Corporation6.7
- BHRBBurke & Herbert Financial Servi6.7
- CLMCornerstone Strategic Value Fd6.7
- COLBColumbia Banking System, Inc.6.7
- GGNGAMCO Global Gold, Natural Reso6.7
- GLADGladstone Capital Corporation6.7
- HOPEHope Bancorp, Inc.6.7
- ICEIntercontinental Exchange Inc.6.7
- JPMJP Morgan Chase & Co.6.7
- 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
- AODAberdeen Total Dynamic Dividend6.6
- CRF331386.6
- EBCEastern Bankshares, Inc.6.6
- GABGabelli Equity Trust, Inc. (The6.6
- GBCIGlacier Bancorp, Inc.6.6
- GCBCGreene County Bancorp, Inc.6.6
- HAPNHappen, Inc.6.6
- HLNEHamilton Lane Incorporated6.6
- INDBIndependent Bank Corp.6.6
- INTRInter & Co. Inc.6.6
- MCBSMetroCity Bankshares, Inc.6.6
- NTRSNorthern Trust Corporation6.6
- PCBPCB Bancorp6.6
- PLMRPalomar Holdings, Inc.6.6
- WTWisdomTree, Inc.6.6
- WTWWillis Towers Watson Public Lim6.6
- BACBank of America Corporation6.5
- BHKBlackrock Core Bond Trust Black6.5
- BOHBank of Hawaii Corporation6.5
- BPOPPopular, Inc.6.5
- BYByline Bancorp, Inc.6.5
- CIIBlackRock Enhanced Large Cap Co6.5
- CWBCCommunity West Bancshares6.5
- ETWEaton Vance Corporation Eaton V6.5
- FHIFederated Hermes, Inc.6.5
- GAMGeneral American Investors, Inc6.5
- GDVGabelli Dividend & Income Trust6.5
- MFGMizuho Financial Group, Inc. Sp6.5
- NOAHNoah Holdings Limited6.5
- NUNu Holdings Ltd.6.5
- NWBINorthwest Bancshares, Inc.6.5
- PNCPNC Financial Services Group, I6.5
- PRIPrimerica, Inc.6.5
- QCRHQCR Holdings, Inc.6.5
- SPNTSiriusPoint Ltd.6.5
- TCBXThird Coast Bancshares, Inc.6.5
- AMPAmeriprise Financial, Inc.6.4
- AXAxos Financial, Inc.6.4
- BBTBeacon Financial Corporation6.4
- BROBrown & Brown, Inc.6.4
- CBOECboe Global Markets, Inc.6.4
- CNOBConnectOne Bancorp, Inc.6.4
- DNPDNP Select Income Fund, Inc.6.4
- FCFSFirstCash Holdings, Inc.6.4
- FFAFirst Trust Enhanced Equity Inc6.4
- HIFSHingham Institution for Savings6.4
- HTDJohn Hancock Tax Advantaged Div6.4
- KBKB Financial Group Inc6.4
- MAMastercard Incorporated6.4
- MCYMercury General Corporation6.4
- NBNNortheast Bank6.4
- PBProsperity Bancshares, Inc.6.4
- RYANRyan Specialty Holdings, Inc.6.4
- VLYValley National Bancorp6.4
- ASAASA Gold and Precious Metals L6.3
- BRK-BBerkshire Hathaway Inc. New6.3
- CCitigroup, Inc.6.3
- CFFNCapitol Federal Financial, Inc.6.3
- FFBCFirst Financial Bancorp.6.3
- FHNFirst Horizon Corporation6.3
- FINVFinVolution Group6.3
- HQLTeklaLife Sciences Investors6.3
- HTGCHercules Capital, Inc.6.3
- MKTXMarketAxess Holdings, Inc.6.3
- MSBIMidland States Bancorp, Inc.6.3
- NEANuveen AMT-Free Quality Municip6.3
- NRIMNorthrim BanCorp Inc6.3
- NUVNuveen Municipal Value Fund, In6.3
- PFSProvident Financial Services, I6.3
- PNFPPinnacle Financial Partners, In6.3
- RKTRocket Companies, Inc.6.3
- SFSTSouthern First Bancshares, Inc.6.3
- SMBKSmartFinancial, Inc.6.3
- SPFISouth Plains Financial, Inc.6.3
- WDHWaterdrop Inc.6.3
- ALLYAlly Financial Inc.6.2
- ARCCAres Capital Corporation6.2
- ASBAssociated Banc-Corp6.2
- BAPCredicorp Ltd.6.2
- BOEBlackrock Enhanced Global Divid6.2
- EMDWestern Asset Emerging Markets 6.2
- EVREvercore Inc.6.2
- EWBCEast West Bancorp, Inc.6.2
- FBIZFirst Business Financial Servic6.2
- FCNCAFirst Citizens BancShares, Inc.6.2
- FISIFinancial Institutions, Inc.6.2
- FMNBFarmers National Banc Corp.6.2
- GABCGerman American Bancorp, Inc.6.2
- KYNKayne Anderson MLP/Midstream In6.2
- LNCLincoln National Corporation6.2
- MBWMMercantile Bank Corporation6.2
- OFGOFG Bancorp6.2
- OMFOneMain Holdings, Inc.6.2
- PEBOPeoples Bancorp Inc.6.2
- RPCRidgepost Capital, Inc.6.2
- SHBIShore Bancshares, Inc.6.2
- SHGShinhan Financial Group Co Ltd6.2
- SOFISoFi Technologies, Inc.6.2
- SRCE1st Source Corporation6.2
- WTFCWintrust Financial Corporation6.2
- AAMIAcadian Asset Management Inc.6.1
- ACNBACNB Corporation6.1
- AIZAssurant, Inc.6.1
- ALLAllstate Corporation (The)6.1
- ALRSAlerus Financial Corporation6.1
- BFHBread Financial Holdings, Inc.6.1
- BMEBlackrock Health Sciences Trust6.1
- BSACBanco Santander - Chile6.1
- BWBBridgewater Bancshares, Inc.6.1
- CBANColony Bankcorp, Inc.6.1
- DBDeutsche Bank AG6.1
- ECCEagle Point Credit Company Inc.6.1
- FBPFirst BanCorp. New6.1
- MIAXMiami International Holdings, I6.1
- NFJAllianzGI NFJ Dividend, Interes6.1
- OPYOppenheimer Holdings, Inc.6.1
- OSBCOld Second Bancorp, Inc.6.1
- SKWDSkyward Specialty Insurance Gro6.1
- SYFSynchrony Financial6.1
- TRINTrinity Capital Inc.6.1
- USBU.S. Bancorp6.1
- VBNKVersaBank6.1
- ARESAres Management Corporation6.0
- BDJBlackrock Enhanced Equity Divid6.0
- BUSEFirst Busey Corporation6.0
- CIVBCivista Bancshares, Inc.6.0
- CTBICommunity Trust Bancorp, Inc.6.0
- ETYEaton Vance Tax-Managed Diversi6.0
- FINSFINS6.0
- GUTGabelli Utility Trust (The)6.0
- IBCPIndependent Bank Corporation6.0
- KEYKeyCorp6.0
- NICNicolet Bankshares Inc.6.0
- NTBBank of N.T. Butterfield & Son 6.0
- PDTJohn Hancock Premium Dividend F6.0
- ROOTRoot, Inc.6.0
- SMBCSouthern Missouri Bancorp, Inc.6.0
- TCBKTriCo Bancshares6.0
- THGHanover Insurance Group Inc6.0
- VLYPOValley National Bancorp - 5.5% 6.0
- VLYPPValley National Bancorp - 6.25%6.0
- AIGAmerican International Group, I5.9
- CATYCathay General Bancorp5.9
- CCAPCrescent Capital BDC, Inc.5.9
- CCBCoastal Financial Corporation5.9
- CPFCentral Pacific Financial Corp 5.9
- EQBKEquity Bancshares, Inc.5.9
- ETBEaton Vance Tax-Managed Buy-Wri5.9
- FDUSFidus Investment Corporation5.9
- GBFHGBank Financial Holdings Inc.5.9
- HBANHuntington Bancshares Incorpora5.9
- HDBHDFC Bank Limited5.9
- LOBLive Oak Bancshares, Inc.5.9
- MSCIMSCI Inc.5.9
- NDAQNasdaq, Inc.5.9
- NPFDNPFD5.9
- PSECProspect Capital Corporation5.9
- SBSISouthside Bancshares, Inc.5.9
- SEICSEI Investments Company5.9
- STCStewart Information Services Co5.9
- SYBTStock Yards Bancorp, Inc.5.9
- TRMKTrustmark Corporation5.9
- TRVThe Travelers Companies, Inc.5.9
- WALWestern Alliance Bancorporation5.9
- WSBCWesBanco, Inc.5.9
- BCSBarclays PLC5.8
- BTTBlackRock Municipal 2030 Target5.8
- CNOCNO Financial Group, Inc.5.8
- ESQEsquire Financial Holdings, Inc5.8
- FCFFirst5.8
- HWCHancock Whitney Corporation5.8
- NMCONMCO5.8
- NWGNatWest Group plc5.8
- OBTOrange County Bancorp, Inc.5.8
- UBSIUnited Bankshares, Inc.5.8
- VKQInvesco Municipal Trust5.8
- WFCWells Fargo & Company5.8
- ADXAdams Diversified Equity Fund I5.7
- BCHBanco De Chile5.7
- BFSTBusiness First Bancshares, Inc.5.7
- BGYBlackrock Enhanced Internationa5.7
- BNYThe Bank of New York Mellon Cor5.7
- CFRCullen/Frost Bankers, Inc.5.7
- ETGEaton Vance Tax-Advantaged Glob5.7
- FIBKFirst Interstate BancSystem, In5.7
- FULTFulton Financial Corporation5.7
- LKFNLakeland Financial Corporation5.7
- MYIBlackrock MuniYield Quality Fun5.7
- OWLBlue Owl Capital Inc.5.7
- PGRProgressive Corporation (The)5.7
- SSBSouthState Bank Corporation5.7
- UNTYUnity Bancorp, Inc.5.7
- VGMInvesco Trust for Investment Gr5.7
- ABCBAmeris Bancorp5.6
- BBVABanco Bilbao Vizcaya Argentaria5.6
- BMOBank Of Montreal5.6
- CBSHCommerce Bancshares, Inc.5.6
- 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
- IBNICICI Bank Limited5.6
- IGDVoya Global Equity Dividend and5.6
- IIMInvesco Value Municipal Income 5.6
- IQIInvesco Quality Municipal Incom5.6
- NRKNuveen New York AMT-Free Qualit5.6
- PSPershing Square Inc.5.6
- STBAS&T Bancorp, Inc.5.6
- TMSTeamshares Inc.5.6
- TRSTTrustCo Bank Corp NY5.6
- UVSPUnivest Financial Corporation5.6
- VKI92685.6
- VMOInvesco Municipal Opportunity T5.6
- ACGLOArch Capital Group Ltd. - Depos5.5
- BNSBank Nova Scotia Halifax Pfd 35.5
- FFINFirst Financial Bankshares, Inc5.5
- HOMBHome BancShares, Inc.5.5
- HQHTekla Healthcare Investors5.5
- HYTBlackrock Corporate High Yield 5.5
- JPCNuveen Preferred & Income Oppor5.5
- NKXNuveen California AMT-Free Qual5.5
- RNRRenaissanceRe Holdings Ltd.5.5
- RYRoyal Bank Of Canada5.5
- TFINTriumph Financial, Inc.5.5
- UBSUBS Group AG Registered5.5
- ACGLArch Capital Group Ltd.5.4
- ACTEnact Holdings, Inc.5.4
- AROWArrow Financial Corporation5.4
- COFSChoiceOne Financial Services, I5.4
- RFRegions Financial Corporation5.4
- WBSWebster Financial Corporation5.4
- BCALCalifornia BanCorp5.3
- CMECME Group Inc.5.3
- CNCKCoincheck Group N.V.5.3
- FRBAFirst Bank5.3
- INGING Group, N.V.5.3
- AONAon plc5.2
- CBCCentral Bancompany, Inc.5.2
- CSQCalamos Strategic Total Return 5.1
- SDHYSDHY5.1
- 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.7.1
- MSMorgan Stanley7.0
- TREELendingTree, Inc.7.0
- ECPGEncore Capital Group Inc6.9
- CZNCCitizens & Northern Corp6.8
- FGF&G Annuities & Life, Inc.6.8
- MPBMid Penn Bancorp6.8
- ORIOld Republic International Corp6.8
- AFLAFLAC Incorporated6.7
- BMNRBitMine Immersion Technologies,6.7
- HBTHBT Financial, Inc.6.7
- IXORIX Corporation6.7
- VINPVinci Compass Investments Ltd.6.7
- JCAPJefferson Capital, Inc.6.6
- TOWNTowne Bank6.6
- VELVelocity Financial, Inc.6.6
- ALTIAlTi Global, Inc.6.5
- FSUNFirstSun Capital Bancorp6.5
- MRXMarex Group Limited6.5
- BETRBetter Home & Finance Holding C6.4
- FNFFidelity National Financial, In6.4
- JEFJefferies Financial Group Inc.6.4
- NBHCNational Bank Holdings Corporat6.4
- NBTBNBT Bancorp Inc.6.4
- PGCPeapack-Gladstone Financial Cor6.4
- UCBUnited Community Banks, Inc.6.4
- WDWalker & Dunlop, Inc6.4
- WFWoori Financial Group Inc.6.4
- ASSTStrive, Inc.6.3
- FIGRFigure Technology Solutions, In6.3
- GDOTGreen Dot Corporation6.3
- MCHBMechanics Bancorp6.3
- NEWTNewtekOne, Inc.6.3
- NPBNorthpointe Bancshares, Inc.6.3
- AGMFederal Agricultural Mortgage C6.2
- AXSAxis Capital Holdings Limited6.2
- BTGOBitGo Holdings, Inc.6.2
- CGBDCarlyle Secured Lending, Inc.6.2
- GCMGGCM Grosvenor Inc.6.2
- GLGlobe Life Inc.6.2
- MCBMetropolitan Bank Holding Corp.6.2
- MCOMoody's Corporation6.2
- MFCManulife Financial Corporation6.2
- NFBKNorthfield Bancorp, Inc.6.2
- PRAAPRA Group, Inc.6.2
- SIGISelective Insurance Group, Inc.6.2
- SNEXStoneX Group Inc.6.2
- UWMCUWM Holdings Corporation6.2
- AXPAmerican Express Company6.1
- BANCBanc of California, Inc.6.1
- BURBurford Capital Limited6.1
- IVZInvesco Ltd6.1
- STEPStepStone Group Inc.6.1
- UPSTUpstart Holdings, Inc.6.1
- XPXP Inc.6.1
- AVALGrupo Aval Acciones y Valores S6.0
- BMABanco Macro S.A.6.0
- CBNKCapital Bancorp, Inc.6.0
- DBRGDigitalBridge Group, Inc.6.0
- GEMIGemini Space Station, Inc.6.0
- GNWGenworth Financial Inc6.0
- HLIHoulihan Lokey, Inc.6.0
- IBKRInteractive Brokers Group, Inc.6.0
- NPNeptune Insurance Holdings Inc.6.0
- PFLTPennantPark Floating Rate Capit6.0
- VOYAVoya Financial, Inc.6.0
- ABAllianceBernstein Holding L.P.5.9
- BAMBrookfield Asset Management Inc5.9
- BRK-ABerkshire Hathaway Inc.5.9
- CIBGrupo Cibest S.A.5.9
- CLBKColumbia Financial, Inc.5.9
- CNSCohen & Steers Inc5.9
- COFCapital One Financial Corporati5.9
- EGEverest Group, Ltd.5.9
- ESNTEssent Group Ltd.5.9
- KLARKlarna Group plc5.9
- OXLCOxford Lane Capital Corp.5.9
- PFISPeoples Financial Services Corp5.9
- TSLXSixth Street Specialty Lending,5.9
- UNMUnum Group5.9
- ABTCAmerican Bitcoin Corp.5.8
- AFRMAffirm Holdings, Inc.5.8
- BCXBlackRock Resources of Benefic5.8
- BUIBlackRock Utility, Infrastructu5.8
- BWINThe Baldwin Insurance Group, In5.8
- CBUCommunity Financial System, Inc5.8
- DPGDuff & Phelps Global Utility In5.8
- EGBNEagle Bancorp, Inc.5.8
- ETVEaton Vance Corporation Eaton V5.8
- KRNYKearny Financial5.8
- NCDLNCDL5.8
- NMRNomura Holdings Inc5.8
- RGAReinsurance Group of America, I5.8
- RMTRoyce Micro-Cap Trust, Inc.5.8
- SBETSharpLink, Inc.5.8
- SPGIS&P Global Inc.5.8
- TIPTTiptree Inc.5.8
- BXSLBlackstone Secured Lending Fund5.7
- EXGEaton Vance Tax-Managed Global 5.7
- FLGFlagstar Bank, N.A.5.7
- GHYPGIM Global Short Duration High5.7
- METMetLife, Inc.5.7
- MRSHMarsh5.7
- TBLDThornburg Income Builder Opport5.7
- AMTBAmerant Bancorp Inc.5.6
- BCATBCAT5.6
- BSTZBlackRock Science and Technolog5.6
- EOIEaton Vance Enhance Equity Inco5.6
- FPFFirst Trust Intermediate Durati5.6
- HIVEHIVE Digital Technologies Ltd5.6
- IGICInternational General Insurance5.6
- LAZLazard, Inc.5.6
- LMNDLemonade, Inc.5.6
- LULufax Holding Ltd5.6
- MSDLMSDL5.6
- NBXGNBXG5.6
- PDIPIMCO Dynamic Income Fund5.6
- PTA2409055.6
- SLMSLM Corporation5.6
- TBBKThe Bancorp, Inc.5.6
- WAFDWaFd, Inc.5.6
- ACICAmerican Coastal Insurance Corp5.5
- AFGAmerican Financial Group, Inc.5.5
- ASGIabrdn Global Infrastructure Inc5.5
- BBDBanco Bradesco Sa5.5
- BBDCBarings BDC, Inc.5.5
- BNBrookfield Corporation5.5
- CASHPathward Financial, Inc.5.5
- CHICalamos Convertible Opportuniti5.5
- EFSCEnterprise Financial Services C5.5
- ETOReToro Group Ltd.5.5
- FHBFirst Hawaiian, Inc.5.5
- FSCOFSCO5.5
- IBOCInternational Bancshares Corpor5.5
- JFRNuveen Floating Rate Income Fun5.5
- KBDCKayne Anderson BDC, Inc.5.5
- KIOKKR Income Opportunities Fund5.5
- LYGLloyds Banking Group Plc5.5
- MEGIMEGI5.5
- MHDBlackrock MuniHoldings Fund, In5.5
- NMAINMAI5.5
- NNINelnet, Inc.5.5
- NXPNuveen Select Tax Free Income P5.5
- PDOPDO5.5
- PFGPrincipal Financial Group Inc5.5
- UTG532705.5
- WDIWDI5.5
- AGBKAGI Inc5.4
- BBNBlackRock Taxable Municipal Bon5.4
- BITBlackRock Multi-Sector Income T5.4
- BMEZBlackRock Health Sciences Trust5.4
- CBChubb Limited5.4
- CGThe Carlyle Group Inc.5.4
- CHYCalamos Convertible and High In5.4
- CRD-BCrawford & Company5.4
- FRHCFreedom Holding Corp.5.4
- FSKFS KKR Capital Corp.5.4
- FTHYFTHY5.4
- GOFGuggenheim Strategic Opportunit5.4
- GOLDGold.com, Inc.5.4
- GSBDGoldman Sachs BDC, Inc.5.4
- HBNCHorizon Bancorp, Inc.5.4
- HMNHorace Mann Educators Corporati5.4
- HOODRobinhood Markets, Inc.5.4
- HPSJohn Hancock Preferred Income F5.4
- ITUBItau Unibanco Banco Holding SA5.4
- LDIloanDepot, Inc.5.4
- MUABlackrock MuniAssets Fund, Inc5.4
- MUJBlackrock MuniHoldings New Jers5.4
- OBDCBlue Owl Capital Corporation5.4
- PLGOPelagos Insurance Capital Limit5.4
- PRCHPorch Group, Inc.5.4
- STEWSTEW5.4
- USALiberty All-Star Equity Fund5.4
- UTFCohen & Steers Infrastructure F5.4
- VCVInvesco California Value Munici5.4
- WASHWashington Trust Bancorp, Inc.5.4
- AVKAdvent Claymore Convertible Sec5.3
- BBDOBanco Bradesco Sa5.3
- BKUBankUnited, Inc.5.3
- BSTBlackRock Science and Technolog5.3
- CCDCalamos Dynamic Convertible & I5.3
- DCOMDime Commercial Bancshares, Inc5.3
- DGICADonegal Group, Inc.5.3
- ETJEaton Vance Risk-Managed Divers5.3
- FDSFactSet Research Systems Inc.5.3
- GLREGreenlight Reinsurance, Ltd.5.3
- GTENGores Holdings X, Inc.5.3
- GUGGUG5.3
- HPIJohn Hancock Preferred Income F5.3
- LDPCohen & Steers Limited Duration5.3
- MTGMGIC Investment Corporation5.3
- NBBNuveen Taxable Municipal Income5.3
- NIEAllianzGI Equity & Convertible 5.3
- NMZNuveen Municipal High Income Op5.3
- OCSLOaktree Specialty Lending Corpo5.3
- QQQXNuveen NASDAQ 100 Dynamic Overw5.3
- RABrookfield Real Assets Income F5.3
- RBCAARepublic Bancorp, Inc.5.3
- SAFTSafety Insurance Group, Inc.5.3
- THWTekla World Healthcare Fund Sha5.3
- TPGTPG Inc.5.3
- VRTSVirtus Investment Partners, Inc5.3
- WRBW.R. Berkley Corporation5.3
- APXTApex Treasury Corporation5.2
- BSRRSierra Bancorp5.2
- CRVLCorVel Corp.5.2
- CSHRCoinShares PLC5.2
- ECATECAT5.2
- EVNEaton Vance Municipal Income Tr5.2
- GLXYGalaxy Digital Inc.5.2
- HBCPHome Bancorp, Inc.5.2
- HTBHomeTrust Bancshares, Inc.5.2
- JQCNuveen Credit Strategies Income5.2
- KKRKKR & Co. Inc.5.2
- MQYBlackrock MuniYield Quality Fun5.2
- NADNuveen Quality Municipal Income5.2
- NWAXNew America Acquisition I Corp.5.2
- OCFCOceanFirst Financial Corp.5.2
- PAXSPIMCO Access Income Fund5.2
- PCNPimco Corporate & Income Strate5.2
- PFBCPreferred Bank5.2
- STKColumbia Seligman Premium Techn5.2
- WABCWestamerica Bancorporation5.2
- WRLDWorld Acceptance Corporation5.2
- ACPAberdeen Income Credit Strategi5.1
- AIOAllianzGI Artificial Intelligen5.1
- BCSSBain Capital GSS Investment Cor5.1
- BSBRBanco Santander Brasil SA5.1
- BSVNBank7 Corp.5.1
- CCBGCapital City Bank Group5.1
- CHCOCity Holding Company5.1
- CHWCalamos Global Dynamic Income F5.1
- CRCLCircle Internet Group, Inc.5.1
- CRD-ACrawford & Company5.1
- CXIIChurchill Capital Corp XII5.1
- DFPFlaherty & Crumrine Dynamic Pre5.1
- FFCFlaherty & Crumrine Preferred S5.1
- HTHHilltop Holdings Inc.5.1
- KBONKarbon Capital Partners Corp.5.1
- MAINMain Street Capital Corporation5.1
- MUFGMitsubishi UFJ Financial Group,5.1
- NVGNuveen AMT-Free Municipal Credi5.1
- PFNPIMCO Income Strategy Fund II5.1
- PHKPimco High Income Fund Pimco Hi5.1
- PTYPimco Corporate & Income Opport5.1
- PURRHyperliquid Strategies Inc5.1
- SANBanco Santander, S.A. Sponsored5.1
- TDToronto Dominion Bank (The)5.1
- AWFAlliancebernstein Global High I5.0
- AXGSolowin Holdings5.0
- BMRCBank of Marin Bancorp5.0
- BTBTBit Digital, Inc.5.0
- DSUBlackrock Debt Strategies Fund,5.0
- DXYZDestiny Tech100 Inc.5.0
- EVV3161005.0
- HSBCHSBC Holdings, plc.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
- MUCBlackrock MuniHoldings Californ5.0
- NACNuveen California Quality Munic5.0
- NAVINavient Corporation5.0
- NZFNuveen Municipal Credit Income 5.0
- OZKBank OZK5.0
- PEOAdams Natural Resources Fund, I5.0
- PRUPrudential Financial, Inc.5.0
- SLMBPSLM Corporation - Floating Rate5.0
- SLRCSLR Investment Corp.5.0
- SMFGSumitomo Mitsui Financial Group5.0
- STTState Street Corporation5.0
- WUWestern Union Company (The)5.0
- AEGAegon Ltd. New York Registry Sh4.9
- BGBBlackstone / GSO Strategic Cred4.9
- CCXIChurchill Capital Corp XI4.9
- CRANCrane Harbor Acquisition Corp. 4.9
- DLYDoubleLine Yield Opportunities 4.9
- EIGEmployers Holdings Inc4.9
- EVTEaton Vance Tax Advantaged Divi4.9
- FAX5923144.9
- GSBCGreat Southern Bancorp, Inc.4.9
- IEAGInfinite Eagle Acquisition Corp4.9
- IRENIREN LIMITED4.9
- KRSPRice Acquisition Corporation 34.9
- MAASMaase Inc.4.9
- NDMONDMO4.9
- PBFSPioneer Bancorp, Inc.4.9
- PDX1706044.9
- TRUPTrupanion, Inc.4.9
- AEXAAmerican Exceptionalism Acquisi4.8
- DBCAD. Boral Acquisition I Corp.4.8
- GAINGladstone Investment Corporatio4.8
- GCGRGeneral Catalyst Global Resilie4.8
- HFROHighland Floating Rate Opportun4.8
- PFSIPennyMac Financial Services, In4.8
- SFNCSimmons First National Corporat4.8
- TYGTortoise Energy Infrastructure 4.8
- WTMWhite Mountains Insurance Group4.8
- AGOAssured Guaranty Ltd.4.7
- APOApollo Global Management, Inc. 4.7
- BOTRoboStrategy, Inc.4.7
- BTXBlackRock Technology and Privat4.7
- CLBRColombier Acquisition Corp. III4.7
- CRAQCal Redwood Acquisition Corp.4.7
- DGICBDonegal Group, Inc.4.7
- EVACEQV Ventures Acquisition Corp. 4.7
- MKLMarkel Group Inc.4.7
- OIOOIO Group4.7
- THQTekla Healthcare Opportunies Fu4.7
- BLWBlackrock Limited Duration Inco4.6
- EIM1004014.6
- EMOClearBridge Energy Midstream Op4.6
- HASIHA Sustainable Infrastructure C4.6
- HGTYHagerty, Inc.4.6
- KRAQKRAKacquisition Corp4.6
- MFICMidCap Financial Investment Cor4.6
- PWRLPowerlaw Corp.4.6
- SUPVGrupo Supervielle S.A.4.6
- BBARBanco BBVA Argentina S.A.4.5
- BHFAPBrighthouse Financial, Inc. - D4.5
- CRBGCorebridge Financial Inc.4.5
- DMIIDrugs Made In America Acquisiti4.5
- RIOTRiot Platforms, Inc.4.5
- SLFSun Life Financial Inc.4.5
- VVRInvesco Senior Income Trust (D4.5
- XXITwenty One Capital, Inc.4.5
- MMUWestern Asset Managed Municipal4.4
- RNPCohen & Steers Reit and Preferr4.4
- RVIRobinhood Ventures Fund I4.4
- BNTBrookfield Wealth Solutions Ltd4.3
- BTOJohn Hancock Financial Opportun4.3
- BTZBlackRock Credit Allocation Inc4.3
- EQHEquitable Holdings, Inc.4.3
- KMPRKemper Corporation4.3
- OXLCOOxford Lane Capital Corp. - Pre4.3
- PWPPerella Weinberg Partners4.3
- RQICohen & Steers Quality Income R4.3
- CLSKCleanSpark, Inc.4.2
- BHFBrighthouse Financial, Inc.4.1
- COINCoinbase Global, Inc.4.1
- DSLDoubleLine Income Solutions Fun4.1
- XRPNArmada Acquisition Corp. II4.1
- GGALGrupo Financiero Galicia S.A.4.0
- IGRCBRE Clarion Global Real Estate4.0
- KFIIK&F Growth Acquisition Corp. II4.0
- MARAMARA Holdings, Inc.4.0
- NML15254.0
- IFNIndia Fund, Inc. (The)3.9
- ANSCAgriculture & Natural Solutions3.4
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 (3/4)
Valuation Spread
Data as of 2026-07-31| Symbol | P/E (TTM) | P/E (Fwd) | Market Cap | Score |
|---|---|---|---|---|
| TY | 7.1x | — | $1.9B | 5.9 |
| SLDE | 5.4x | 5.6x | $2.3B | 7.8 |
| ABX | 26.8x | 9.2x | $1.0B | 7.2 |
| CCNE | 11.2x | 9.2x | $1.0B | 7.2 |
| VIRT | 9.6x | 9.0x | $12.7B | 7.2 |
| ASIC | 12.8x | 9.6x | $1.1B | 7.1 |
| MBIN | 10.9x | 9.3x | $2.5B | 7.1 |
| FUTU | 11.3x | 8.5x | $14.5B | 7.0 |
| PAX | 23.8x | 7.1x | $1.8B | 7.0 |
| BLK | 25.8x | 17.1x | $178.6B | 6.9 |
| TW | 26.6x | 21.3x⚠ | $21.3B | 6.9 |
| ZION | 8.8x | 10.2x | $10.1B | 6.9 |
| ATLC | 15.5x | 7.9x | $1.6B | 6.8 |
| FCBC | 15.1x | 15.5x | $899M | 6.8 |
| HRTG | 4.6x | 6.3x | $907M | 6.8 |
| UVE | 5.9x | 9.8x | $1.2B | 6.8 |
| VCTR | 21.9x | 12.1x | $6.2B | 6.8 |
| GS | 15.2x | 13.9x | $302.3B | 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 |
| FSBC | 18.9x | 12.7x | $1.0B | 6.6 |
| HCI | 8.0x | 9.8x | $2.3B | 6.6 |
| LIFE | — | 10.5x | $1.9B | 6.6 |
| MORN | 20.3x | 14.0x | $7.2B | 6.6 |
| NMIH | 9.0x | 8.1x | $3.3B | 6.6 |
| RLI | 13.8x | 22.7x⚠ | $5.6B | 6.6 |
| AMAL | 13.1x | 10.6x | $1.5B | 6.5 |
| PIPR | 18.6x | 13.6x | $5.1B | 6.5 |
| SEZL | 36.3x⚠ | 23.7x⚠ | $5.2B | 6.5 |
| UFCS | 10.6x | 11.5x | $1.3B | 6.5 |
| AMG | 14.8x | 8.9x | $9.7B | 6.4 |
| APAM | 9.7x | 9.9x | $2.8B | 6.4 |
| BEN | 24.8x | 10.7x | $17.2B | 6.4 |
| FMAO | 13.4x | 10.5x | $459M | 6.4 |
| GSHD | 51.5x⚠ | 23.6x⚠ | $2.3B | 6.4 |
| KNSL | 15.3x | 16.4x | $8.1B | 6.4 |
| LPLA | 30.4x | 11.6x | $27.1B | 6.4 |
| HIPO | 6.8x | 9.8x | $841M | 6.3 |
| MC | 23.5x | 17.4x | $5.1B | 6.3 |
| TRU | 22.0x | 14.3x | $15.4B | 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 |
| RRBI | 15.2x | 12.8x | $649M | 6.2 |
| BOW | 17.6x | 12.6x | $1000M | 6.1 |
| CFG | 15.5x | 11.0x | $30.3B | 6.1 |
| CUBI | 9.5x | 8.2x | $2.6B | 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…