Financials
152 companies across 17 industries Β· combined market cap $7.29T
Median revenue growth
7.8%
Median operating margin
22.2%
Median fcf margin
21.0%
Median return on capital
16.0%
Median p/e
13.7x
Regional Banks Β· 29
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| Fifth Third Bancorp FITB | $35.6B | $9.0B | 6.4% | β | β | 18.1x | 0.5% |
| M&T Bank MTB | $35.2B | $9.7B | 4.4% | β | β | 11.7x | 0.5% |
| First Citizens BancShares FCNCA | $30.9B | $9.5B | β2.2% | β | β | 12.7x | 8.2% |
| Citizens Financial Group CFG | $28.5B | $8.2B | 5.6% | β | β | 14.2x | 0.2% |
| Regions Financial RF | $25.5B | $7.5B | 6.3% | β | β | 11.6x | 0.2% |
| Huntington Bancshares HBAN | $23.7B | $8.2B | 10.6% | β | β | 12.1x | 0.4% |
| KeyCorp KEY | $23.4B | $7.5B | 62.7% | β | β | 12.3x | 0.6% |
| East West Bancorp EWBC | $18.2B | $2.9B | 12.2% | β | β | 12.6x | 1.1% |
| First Horizon FHN | $12.0B | $3.4B | 7.2% | β | β | 11.3x | 0.4% |
| South State Bank SSB | $10.7B | $2.7B | 56.1% | β | β | 11.1x | 0.3% |
| Wintrust Financial WTFC | $10.2B | $2.7B | 11.2% | β | β | 12.1x | 0.7% |
| Frost Bank CFR | $10.1B | $2.2B | 8.3% | β | β | 14.8x | 0.4% |
| UMB Financial UMBF | $10.0B | $2.7B | 62.8% | β | β | 11.3x | 0.5% |
| Old National Bank ONB | $9.3B | $2.5B | 33.9% | β | β | 13.0x | 0.6% |
| Western Alliance Bancorporation WAL | $8.3B | $3.5B | 12.1% | β | β | 8.6x | 0.7% |
| Valley Bank VLY | $7.9B | $2.0B | 9.3% | β | β | 11.9x | 1.8% |
| Pinnacle Financial Partners PNFP | $7.8B | $2.1B | 18.3% | β | β | 24.9x | 0.1% |
| Columbia Banking System COLB | $7.4B | $2.3B | 19.3% | β | β | 12.1x | 3.2% |
| United Bankshares UBSI | $6.9B | $1.2B | 19.6% | β | β | 13.3x | 0.4% |
| Prosperity Bancshares PB | $6.6B | $1.2B | 4.8% | β | β | 12.1x | 0.5% |
| FNB FNB | $6.6B | $1.8B | 10.6% | β | β | 10.8x | 0.0% |
| Hancock Whitney HWC | $6.3B | $1.5B | 4.8% | β | β | 14.4x | 0.0% |
| Glacier Bancorp GBCI | $6.2B | $1.0B | 23.7% | β | β | 19.7x | 4.0% |
| Home BancShares HOMB | $6.0B | $1.1B | 7.2% | β | β | 12.4x | 0.2% |
| Associated Bank ASB | $5.0B | $1.5B | 43.3% | β | β | 10.5x | 1.3% |
| Texas Capital Bancshares TCBI | $4.7B | $1.3B | 34.7% | β | β | 13.1x | 3.2% |
| First Financial Bankshares FFIN | $4.3B | $632M | 14.7% | β | β | 16.1x | 0.5% |
| Flagstar Bank FLG | $4.3B | $2.1B | β19.2% | β | β | β | οΏ½οΏ½ |
| Intl Bancshares IBOC | $4.2B | $842M | 1.0% | β | β | 10.1x | 0.2% |
Asset Management & Custody Banks Β· 21
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| BlackRock BLK | $184.1B | $24.2B | 18.7% | 29.1% | 10.5% | 26.8x | 1.7% |
| BNY Mellon BNY | $104.1B | $20.1B | 7.9% | β | β | 16.9x | 0.0% |
| Blackstone BX | $94.4B | $14.5B | 9.2% | β | 22.1% | 26.4x | 0.7% |
| Apollo Global Management APO | $68.8B | $32.0B | 22.7% | β | β | 41.3x | 1.7% |
| State Street STT | $48.5B | $13.9B | 7.3% | β | β | 14.8x | 0.0% |
| Ameriprise Financial AMP | $48.3B | $18.9B | 5.5% | β | β | 11.9x | 0.9% |
| Northern Trust NTRS | $32.3B | $8.1B | β2.5% | β | β | 19.2x | 1.3% |
| T. Rowe Price TROW | $22.3B | $7.3B | 3.1% | 29.9% | 21.7% | 10.5x | 0.7% |
| TPG TPG | $17.2B | $4.7B | 33.4% | β | 15.2% | 66.6x | 3.3% |
| Franklin Resources BEN | $16.0B | $8.8B | 3.5% | 6.9% | 3.6% | 21.1x | 1.5% |
| Corebridge Financial CRBG | $15.5B | $18.5B | β1.2% | β | β | 21.5x | 4.1% |
| Carlyle Group CG | $14.2B | $4.8B | β11.9% | β | 13.7% | 40.2x | 1.6% |
| Invesco IVZ | $12.8B | $6.4B | 5.1% | β10.9% | β3.8% | β | 2.5% |
| SEI Investments SEIC | $12.6B | $2.3B | 8.1% | 27.3% | β | 18.0x | 2.1% |
| Affiliated Managers Group AMG | $10.3B | $2.1B | 1.6% | β | 16.5% | 13.4x | 3.1% |
| Blue Owl Capital OWL | $6.4B | $2.9B | 25.0% | β | 5.2% | 78.0x | 3.6% |
| Federated Hermes FHI | $4.1B | $1.8B | 10.3% | 28.5% | 40.9% | 10.6x | 1.5% |
| KKR KKR | β | $19.5B | β11.0% | β | β | β | 1.9% |
| Brookfield Asset Management BAM | β | $4.8B | 21.0% | β | β | β | 1.3% |
| Ares Management ARES | β | $4.8B | 28.9% | β | β | β | 1.3% |
| Hamilton Lane HLNE | β | $759M | 6.5% | β | 34.5% | β | 3.6% |
Transaction & Payment Processing Services Β· 16
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| Mastercard MA | $550.6B | $32.8B | 16.4% | 57.6% | 93.8% | 34.3x | 1.5% |
| PayPal PYPL | $52.5B | $33.2B | 4.3% | 18.3% | 25.7% | 10.7x | 0.9% |
| Block XYZ | $46.5B | $24.2B | 0.3% | 7.1% | 6.4% | 136.5x | 3.2% |
| Corpay CPAY | $27.1B | $4.5B | 13.9% | 44.0% | 11.5% | 24.9x | 1.6% |
| Fiserv FISV | $26.6B | $21.2B | 3.6% | 27.5% | 9.0% | 9.6x | 1.9% |
| Affirm AFRM | $24.4B | $4.3B | 32.2% | 9.8% | β | 12.7x | 3.2% |
| Global Payments GPN | $22.4B | $7.7B | β0.4% | 22.8% | 3.8% | β | 3.6% |
| Fidelity National Information Services FIS | $19.4B | $10.7B | 5.4% | 16.3% | 5.1% | 5.8x | 2.0% |
| Toast TOST | $19.3B | $6.2B | 24.1% | 4.8% | β | 41.4x | 2.1% |
| Jack Henry & Associates JKHY | $11.7B | $2.5B | 7.1% | 25.0% | 23.8% | 23.3x | 0.5% |
| WEX WEX | $6.9B | $2.7B | 1.2% | 25.0% | β | 19.7x | 0.3% |
| Euronet Worldwide EEFT | $3.0B | $4.2B | 6.4% | 12.5% | 29.9% | 10.4x | 2.2% |
| Payoneer Global PAYO | $2.4B | $1.1B | 7.7% | 11.8% | β | 51.1x | 0.3% |
| Western Union WU | $2.0B | $4.1B | β3.8% | 18.7% | 24.0% | 5.2x | 1.4% |
| Shift4 FOUR | $50.4M | $4.2B | 25.5% | 8.4% | 6.5% | β | 3.4% |
| Visa V | β | $40.0B | 11.3% | 60.0% | 42.4% | β | 1.5% |
Property & Casualty Insurance Β· 15
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| Chubb CB | $140.1B | $59.4B | 6.5% | β | 13.6% | 12.6x | 2.4% |
| Progressive PGR | $133.2B | $87.7B | 16.3% | β | 39.2% | 11.4x | 0.7% |
| Travelers Companies TRV | $83.9B | $48.8B | 5.2% | β | 20.1% | 10.5x | 1.8% |
| Allstate ALL | $65.6B | $67.7B | 5.6% | β | 37.3% | 5.1x | 2.3% |
| Hartford HIG | $37.8B | $28.4B | 6.9% | β | 22.6% | 8.8x | 1.9% |
| Arch Capital Group ACGL | $35.5B | $19.9B | 14.3% | β | β | 8.0x | 1.0% |
| W. R. Berkley WRB | $28.7B | $14.7B | 7.8% | β | β | 15.1x | 2.9% |
| Cincinnati Financial CINF | $27.4B | $12.6B | 11.4% | β | 17.1% | 8.3x | 1.1% |
| Fidelity National Financial FNF | $10.8B | $14.4B | 5.6% | β | β | 14.0x | 2.3% |
| Old Republic International ORI | $9.6B | $9.1B | 11.0% | β | β | 8.5x | 2.9% |
| Hanover Insurance THG | $8.5B | $6.6B | 5.7% | 14.2% | 21.3% | 11.4x | 0.8% |
| Kinsale Capital Group KNSL | $8.2B | $1.9B | 18.0% | β | 28.7% | 15.9x | 6.7% |
| First American Financial FAF | $6.7B | $7.5B | 21.6% | β | β | 9.1x | 0.5% |
| RLI RLI | $6.0B | $1.9B | 6.3% | β | β | 15.1x | 3.3% |
| Selective Insurance Group SIGI | $5.8B | $5.3B | 9.8% | β | 14.6% | 11.6x | 5.3% |
Investment Banking & Brokerage Β· 12
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| Morgan Stanley MS | $285.7B | $70.6B | 14.4% | β | β | 14.5x | 2.4% |
| Goldman Sachs GS | $278.1B | $58.3B | 8.9% | β | β | 13.5x | 1.8% |
| Charles Schwab SCHW | $163.9B | $23.9B | 22.0% | β | β | 16.5x | 0.9% |
| Robinhood HOOD | $86.7B | $4.5B | 51.6% | β | β | 41.9x | 1.6% |
| Interactive Brokers IBKR | $36.1B | $6.2B | 19.7% | β | β | 32.0x | 2.4% |
| Raymond James Financial RJF | $32.6B | $15.9B | 6.6% | β | β | 13.8x | 0.9% |
| LPL Financial LPLA | $25.2B | $17.0B | 37.2% | β | 12.3% | 25.1x | 1.0% |
| Evercore EVR | $10.4B | $3.9B | 29.5% | β | β | 14.2x | 1.4% |
| Houlihan Lokey HLI | $8.9B | $2.6B | 9.6% | 20.1% | β | 22.0x | 1.4% |
| Stifel SF | $7.3B | $6.3B | 6.7% | β | β | 11.9x | 1.7% |
| BGC Group BGC | $5.6B | $2.9B | 30.0% | β | 13.2% | 28.8x | 0.8% |
| Virtu Financial VIRT | $4.9B | $3.6B | 26.3% | β | 37.9% | 9.3x | 0.6% |
Financial Exchanges & Data Β· 10
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| S&P Global SPGI | $134.0B | $15.3B | 7.9% | 42.2% | 11.7% | 28.5x | 0.6% |
| CME Group CME | $109.6B | $6.5B | 6.4% | 64.9% | 11.9% | 25.1x | 0.1% |
| Intercontinental Exchange ICE | $92.1B | $12.6B | 7.5% | 39.0% | 7.7% | 23.0x | 0.7% |
| Moody's MCO | $83.8B | $7.7B | 8.9% | 43.4% | 31.1% | 29.5x | 1.5% |
| Nasdaq NDAQ | $57.8B | $8.3B | 11.7% | 28.2% | 9.5% | 28.0x | 0.7% |
| MSCI MSCI | $44.5B | $3.1B | 9.8% | 54.7% | 44.5% | 32.6x | 0.7% |
| Coinbase COIN | $43.3B | $7.2B | 9.4% | 20.0% | 14.5% | β | 2.7% |
| Cboe Global Markets CBOE | $35.7B | $4.7B | 15.1% | 31.1% | 22.8% | 26.5x | 3.9% |
| FactSet FDS | $12.1B | $2.5B | 6.7% | 28.3% | 18.2% | 22.7x | 1.2% |
| Morningstar MORN | $8.6B | $2.4B | 7.5% | 21.5% | 22.5% | 21.4x | 0.7% |
Life & Health Insurance Β· 9
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| MetLife MET | $63.9B | $77.1B | 8.6% | 8.0% | β | 18.9x | 4.6% |
| Aflac AFL | $60.9B | $17.2B | β9.3% | β | 13.0% | 13.0x | 2.2% |
| Prudential Financial PRU | $40.0B | $60.8B | β13.7% | β | β | 10.4x | 2.7% |
| Principal Financial Group PFG | $23.9B | $15.6B | β3.1% | β | β | 15.6x | 1.4% |
| Unum UNM | $14.4B | $13.1B | 1.5% | β | 7.6% | 21.0x | 3.7% |
| Globe Life GL | $12.2B | $6.0B | 3.7% | β | 16.0% | 10.3x | 8.1% |
| Primerica PRI | $8.6B | $3.3B | 6.6% | β | 34.5% | 11.0x | 4.0% |
| CNO Financial Group CNO | $5.1B | $4.5B | 0.9% | 12.3% | β | 18.4x | 3.3% |
| Brighthouse Financial BHF | $2.6B | $6.8B | 43.2% | β | β | 3.6x | 2.0% |
Consumer Finance Β· 8
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| American Express AXP | $218.0B | $72.2B | 9.5% | β | β | 17.6x | 3.7% |
| Capital One COF | $109.0B | $53.4B | 36.6% | β | β | 12.1x | 1.0% |
| Synchrony Financial SYF | $27.5B | $19.0B | β2.8% | β | β | 7.7x | 1.9% |
| SoFi Technologies SOFI | $18.3B | $3.6B | 35.1% | β | β | 29.8x | 1.0% |
| Ally Financial ALLY | $12.2B | $7.9B | β3.3% | β | β | 9.2x | 0.6% |
| FirstCash FCFS | $7.6B | $3.7B | 8.0% | β | 10.7% | 19.7x | 6.5% |
| Dave DAVE | $4.9B | $554M | 59.7% | β | 72.9% | 23.0x | 7.3% |
| SLM SLM | $4.1B | $2.0B | 7.3% | β | β | 7.1x | 10.8% |
Diversified Banks Β· 7
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| JPMorgan Chase JPM | $922.3B | $182.4B | 2.8% | β | β | 14.2x | 1.5% |
| Bank of America BAC | $388.3B | $113.1B | 6.8% | β | β | 11.7x | 1.0% |
| Wells Fargo WFC | $267.1B | $83.7B | 1.7% | β | β | 12.0x | 0.7% |
| Citigroup C | $225.9B | $85.2B | 5.6% | β | β | 17.3x | 1.5% |
| U.S. Bancorp USB | $92.8B | $28.7B | 4.4% | β | β | 11.9x | 0.7% |
| PNC Financial Services PNC | $88.9B | $23.1B | 7.2% | β | β | 12.4x | 0.5% |
| Truist Financial TFC | $63.1B | $20.3B | 53.0% | β | β | 11.1x | 0.0% |
Insurance Brokers Β· 7
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| Marsh McLennan MRSH | $94.6B | $27.0B | 10.3% | 23.1% | 15.0% | 23.6x | 0.9% |
| Arthur J. Gallagher AJG | $68.8B | $13.9B | 20.7% | β | 9.9% | 44.5x | 1.1% |
| Aon AON | $64.9B | $17.2B | 9.5% | 25.3% | 15.6% | 16.7x | 1.1% |
| Willis Towers Watson WTW | $30.6B | $9.7B | β2.2% | 23.0% | 12.8% | 20.1x | 2.2% |
| Brown & Brown BRO | $24.4B | $5.9B | 22.8% | β | 9.1% | 23.0x | 2.0% |
| Erie Indemnity ERIE | β | $4.1B | 7.2% | 17.6% | 31.8% | β | 1.3% |
| Ryan Specialty RYAN | β | $3.1B | 21.3% | 16.2% | 8.7% | β | 1.8% |
Multi-line Insurance Β· 4
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| American International Group AIG | $43.4B | $26.8B | β1.8% | β | 9.3% | 14.9x | 2.1% |
| Loews L | $23.0B | $18.5B | 5.4% | β | 9.5% | 13.7x | 1.5% |
| Assurant AIZ | $14.2B | $12.8B | 7.9% | β | 17.5% | 13.6x | 1.4% |
| American Financial Group AFG | $12.5B | $8.2B | β1.8% | 13.1% | 17.8% | 13.2x | 1.9% |
Reinsurance Β· 4
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| Reinsurance Group of America RGA | $17.4B | $23.7B | 7.2% | β | β | 11.6x | 3.0% |
| Everest Group EG | $15.5B | $17.5B | 1.2% | β | β | 8.4x | 2.2% |
| RenaissanceRe RNR | $14.6B | $12.8B | 9.9% | β | 54.2% | 6.3x | 2.8% |
| MGIC Investment MTG | $6.1B | $1.2B | 0.5% | β | β | 9.0x | 3.8% |
Mortgage REITs Β· 3
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| Annaly Capital Management NLY | $13.6B | $6.0B | 23.1% | β | β | 4.5x | 0.1% |
| AGNC Investment AGNC | $10.3B | $3.5B | 19.5% | β | β | 4.6x | 0.6% |
| Starwood Property Trust STWD | $4.6B | $1.8B | β5.3% | β | β | 21.3x | 0.0% |
Multi-Sector Holdings Β· 3
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| Jefferies JEF | $10.0B | $7.3B | 4.4% | β | 26.1% | 15.8x | 1.9% |
| Voya Financial VOYA | $8.8B | $8.2B | 1.7% | 12.7% | β | 16.2x | 2.7% |
| Berkshire Hathaway BRK-B | β | $371.4B | 0.0% | β | β | β | 0.9% |
Commercial & Residential Mortgage Finance Β· 2
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| Rocket Companies RKT | $33.4B | $6.7B | 31.3% | β | β | β | 0.1% |
| Essent Group ESNT | $6.1B | $1.3B | 1.5% | β | β | 9.3x | 1.7% |
Diversified Financial Services Β· 1
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| Equitable EQH | $14.7B | $11.7B | β6.1% | β | β | β | 4.2% |
Diversified Capital Markets Β· 1
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| Lazard LAZ | $4.0B | $3.2B | 1.5% | 10.3% | 22.9% | 14.7x | 0.2% |