Financial Services
Companies that provide financial services, including banks, savings and loans, asset management companies, credit services, investment brokerage firms, and insurance companies.
Featured
Latest Company Reports
- SUNSuncorp Group Ltd
Suncorp's Continued GWP Growth, Announces AUD 250 Million Buyback
- Rating
- Price
- A$19.18
- Fair Value
- LOCK|.!>
- Uncertainty
- LOCK|Z@<V
- Economic Moat
- LOCK|@k>
- Capital Allocation
- LOCK|T?#@&L
- CPUComputershare Ltd
Computershare Shares Expensive as the Market Expects Strong Revenue Growth to Persist Indefinitely
- Rating
- Price
- A$40.30
- Fair Value
- LOCK|.c!
- Uncertainty
- LOCK|fk!&
- Economic Moat
- LOCK|LSN
- Capital Allocation
- LOCK|hL>#wm
- CBACommonwealth Bank of Australia
Commonwealth Bank Well-Placed to Navigate Changes in Economic Conditions
- Rating
- Price
- A$172.16
- Fair Value
- ^J>
- Uncertainty
- LOCK|^@Mv
- Economic Moat
- LOCK|@gQ
- Capital Allocation
- LOCK|Ft@P@m
- IVZInvesco Ltd
Rising Equity Markets and Continued Inflows Spur Invesco's AUM Growth
- Rating
- Price
- $31.49
- Fair Value
- gP
- Uncertainty
- LOCK|F!
- Economic Moat
- LOCK|ZG#
- Capital Allocation
- LOCK|&#c^f#
- BENFranklin Resources Inc
Rising Equity Markets and Better Flows Have Been Lifting Franklin Resources' AUM to Record Levels
- Rating
- Price
- $33.60
- Fair Value
- k!
- Uncertainty
- LOCK|&<n
- Economic Moat
- LOCK|%Z
- Capital Allocation
- LOCK|Zs^C%V
- HLIHelia Group Ltd
Helia Earnings Down on Customer Loss and Less Industry Demand; Low Claims Remains a Tailwind
- Rating
- Price
- A$6.04
- Fair Value
- F.M
- Uncertainty
- LOCK|Tb
- Economic Moat
- LOCK|Mc
- Capital Allocation
- LOCK|RkS>Cv
- BOQBank of Queensland Ltd
Bank of Queensland Needs to Keep Cost Growth Down to Maintain Profit Recovery
- Rating
- Price
- A$6.51
- Fair Value
- LOCK|%T
- Uncertainty
- LOCK|F<m&
- Economic Moat
- LOCK|&Jk
- Capital Allocation
- LOCK|SSsR><W
- WBCWestpac Banking Corp
Westpac Loan and Deposit Growth Picks Up, but More Efficiency Improvement Required
- Rating
- Price
- A$35.37
- Fair Value
- <w
- Uncertainty
- LOCK|hJqdz
- Economic Moat
- LOCK|j#
- Capital Allocation
- LOCK|@P%>Yt#
- PRUPrudential Financial Inc
Prudential Financial Is Revamping Its Japan Business
- Rating
- Price
- $122.32
- Fair Value
- XxN
- Uncertainty
- LOCK|mY>@%
- Economic Moat
- LOCK|%Gz
- Capital Allocation
- LOCK|KhqW?!
- BBDBank Bradesco SA ADR
Banco Bradesco's Profitability Is Recovering; Increasing FVE to $3.69
- Rating
- Price
- $3.21
- Fair Value
- LOCK|$^%
- Uncertainty
- LOCK|%j^
- Economic Moat
- LOCK|Kt
- Capital Allocation
- LOCK|C$#!^v
- METMetLife Inc
MetLife is Executing Its New Frontier Strategy
- Rating
- Price
- $96.80
- Fair Value
- $z
- Uncertainty
- LOCK|?FZg!
- Economic Moat
- LOCK|v@r
- Capital Allocation
- LOCK|M#LMfnY
- S68Singapore Exchange Ltd
Benefit From Elevated Volatility Not Expected to Persist for Singapore Exchange
- Rating
- Price
- SGD 24.96
- Fair Value
- LOCK|.ny
- Uncertainty
- LOCK|Cxbj
- Economic Moat
- LOCK|$%
- Capital Allocation
- LOCK|$l!NmC
- O39Oversea-Chinese Banking Corp Ltd
Wealth Management and Insurance Are Key Growth Drivers for OCBC
- Rating
- Price
- SGD 31.19
- Fair Value
- &mN
- Uncertainty
- v$!
- Economic Moat
- LOCK|cg<G
- Capital Allocation
- LOCK|<^#@l<K
- SYFSynchrony Financial
Better Credit Results and Net Interest Margin Offsetting Synchrony's Low Loan Growth
- Rating
- Price
- $78.47
- Fair Value
- d!
- Uncertainty
- LOCK|#!
- Economic Moat
- LOCK|#>K
- Capital Allocation
- LOCK|Lt>j#d?
- ZURNZurich Insurance Group AG
Zurich Is a Rare Structurally Advantaged Multiline Insurer With a Narrow Moat
- Rating
- Price
- CHF 588.20
- Fair Value
- FKN
- Uncertainty
- ry#
- Economic Moat
- LOCK|^<Xh
- Capital Allocation
- LOCK|@>sTV<L^
Largest Stocks in the Financial Services Sector
|
1-Day Chart
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Name
|
Industry
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc Class B
BRK.B
| Insurance - Diversified | LOCK|c@@zMwcD | LOCK|k!?rD | $1T | |||
| JPMorgan Chase & Co
JPM
| Banks - Diversified | LOCK|>mz<cH>@ | LOCK|vp& | $962B | |||
| Visa Inc Class A
V
| Credit Services | LOCK|rwF^??S | LOCK|PcZ | $672B | |||
| Mastercard Inc Class A
MA
| Credit Services | LOCK|!S@k$& | LOCK|XZR | $492B | |||
| Bank of America Corp
BAC
| Banks - Diversified | LOCK|SYKH@% | LOCK|!!n | $448B | |||
| HSBC Holdings PLC ADR
HSBC
| Banks - Diversified | LOCK|%f!@@F | LOCK|%%q? | $354B | |||
| Morgan Stanley
MS
| Capital Markets | LOCK|>$l^vQG | LOCK|%> | $338B | |||
| The Goldman Sachs Group Inc
GS
| Capital Markets | LOCK|VSklH<s | LOCK|xn | $301B | |||
| Royal Bank of Canada
RY
| Banks - Diversified | LOCK|yBCrV<#! | LOCK|fv | $292B | |||
| Wells Fargo & Co
WFC
| Banks - Diversified | LOCK|Fzc?M?< | LOCK|ZpY | $264B |
More in Financial Services
SoFi Earnings: Shares Trading Lower as Market Overlooks Strong Fundamentals
We’ve slightly raised our fair value estimate of SoFi stock.
Visa Earnings: Growth Comes Back Down a Bit
Value-added services are still a bright spot.
After Earnings, Is Schwab Stock a Buy, a Sell, or Fairly Valued?
With its strong asset management and retail brokerage businesses, here’s what we thought about Schwab’s earnings report.
American Express Earnings: Revenue Growth Exceeds Our Expectations but Is Offset by Higher Expenses
We’ve raised our fair value estimate of American Express stock.
Investors Could Be Missing The Next Big Market Risk
What Blackstone’s earnings could reveal about private credit, and why it may matter far beyond private markets.
Charles Schwab Earnings: Investment Case Remains Clear Amid Strong Results, Innovation Pipeline
We’ve raised our fair value estimate for Schwab stock.
What’s Happening in the Markets This Week
Alphabet, Tesla, and regional banks to report earnings. Plus, June home sales data is slated for release.
What We Learned About the Economy from Big Bank Earnings
The consumer is looking stronger on multiple fronts, and the banks are reaping big profits from the continued bull market.
PNC Earnings: Broad-based Strong Results and Upgrade in 2026 Revenue and Expense Guidance
We plan to raise our fair value estimate for PNC.
BlackRock Earnings: Market Gains and Flows Lift AUM to Record Levels in Q2
We expect to raise our fair value estimate of BlackRock stock.
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