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Financial Services
Companies that provide financial services, including banks, savings and loans, asset management companies, credit services, investment brokerage firms, and insurance companies.
Featured
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Financial Services Stocks: Balance Sheet Changes Can Be As Important as Interest Rates
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Financial Services: After Recent Gains, Pockets of Undervalued Companies Remain
Westpac Earnings: The Bank Needs More Time to Catch the Pack on Costs
IGM Financial Earnings: Continued Equity and Credit Market Headwinds Will Offset More Recent Results
Latest Company Reports
- VVisa Inc Class A
Visa Enjoys a Wide Moat and Strong Long-Term Growth Prospects
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- Rating
- Price
- $273.62
- Fair Value
- $138.00
- Uncertainty
- Medium
- Economic Moat
- Tdqs
- Capital Allocation
- Swfdlmhzm
- CNSCohen & Steers Inc
Cohen & Steers' AUM Improving With Rising Equity Markets, but Rate Headwinds Continue to Blunt Flows
- Rating
- Price
- $70.81
- Fair Value
- $54.00
- Uncertainty
- High
- Economic Moat
- Rnrckx
- Capital Allocation
- Dfxslxdjh
- BMOBank of Montreal
Credit Costs Are Rising in 2024, but Bank of Montreal Is Well Positioned
- Rating
- Price
- $84.16
- Fair Value
- $21.00
- Uncertainty
- Low
- Economic Moat
- Zkkqtq
- Capital Allocation
- Fzsqxhsh
- BFHBread Financial Holdings Inc
Bread Financial Faces Challenges as Credit Costs Continue to Rise
- Rating
- Price
- $40.84
- Fair Value
- $26.00
- Uncertainty
- Very High
- Economic Moat
- Gyd
- Capital Allocation
- Smxtkgmtv
- BNSBank of Nova Scotia
For Bank of Nova Scotia, Rising Credit Costs Will Be a Headwind to Earnings in 2024
- Rating
- Price
- $46.25
- Fair Value
- $17.00
- Uncertainty
- Low
- Economic Moat
- Nbnkl
- Capital Allocation
- Lfzfggp
- TFCTruist Financial Corp
Truist's Sale of Insurance Business Accelerates Balance-Sheet Repositioning and Capital Accumulation
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- Rating
- Price
- $36.57
- Fair Value
- $82.00
- Uncertainty
- High
- Economic Moat
- Fyplzb
- Capital Allocation
- Lbqpstpr
- KKRKKR & Co Inc Ordinary Shares
Improving Market Conditions and Full Ownership of Global Atlantic Should Lift KKR's Fortunes
- Rating
- Price
- $110.48
- Fair Value
- $53.00
- Uncertainty
- High
- Economic Moat
- Fggcz
- Capital Allocation
- Mkbnylhy
- BLKBlackRock Inc
BlackRock's AUM Improving With Rising Equity Markets, but Competition for ETF Flows Remains Stiff
- Rating
- Price
- $783.65
- Fair Value
- $538.00
- Uncertainty
- High
- Economic Moat
- Vskrn
- Capital Allocation
- Dmtfxtzjbv
- JHGJanus Henderson Group PLC
Janus Henderson's AUM Should Improve With Rising Equity Markets, but Secular Headwinds Remain
- Rating
- Price
- $33.54
- Fair Value
- $36.00
- Uncertainty
- High
- Economic Moat
- Rfqjyxt
- Capital Allocation
- Qdhjfjty
- TROWT. Rowe Price Group Inc
T. Rowe Price's Equity-Heavy Portfolio Should Improve With Rising Markets, but Outflows Will Persist
- Rating
- Price
- $117.57
- Fair Value
- $927.00
- Uncertainty
- High
- Economic Moat
- Pzlg
- Capital Allocation
- Pqmgrhwvq
- TDThe Toronto-Dominion Bank
Toronto-Dominion Is Managing Difficult Economic Conditions Well; Shares Modestly Undervalued
- Rating
- Price
- $54.22
- Fair Value
- $44.00
- Uncertainty
- Low
- Economic Moat
- Ltkm
- Capital Allocation
- Bxnqjjlyv
- FHIFederated Hermes Inc Class B
Federated Hermes Will Lose Money Market AUM as Short-Term Rates Decline and Investors Re-Risk
- Rating
- Price
- $31.85
- Fair Value
- $36.00
- Uncertainty
- High
- Economic Moat
- Ddym
- Capital Allocation
- Ykspbxwq
- SCHWCharles Schwab Corp
After 2024, We Forecast Multiple Years of Strong Earnings Growth for Charles Schwab
- Rating
- Price
- $72.84
- Fair Value
- $68.00
- Uncertainty
- High
- Economic Moat
- Gths
- Capital Allocation
- Vdvcvpwmhp
- BENFranklin Resources Inc
Franklin Resources' AUM Should Improve With Rising Equity Markets, but Secular Headwinds Remain
- Rating
- Price
- $22.40
- Fair Value
- $71.00
- Uncertainty
- High
- Economic Moat
- Prggy
- Capital Allocation
- Lcnbczfyvj
- PYPLPayPal Holdings Inc
PayPal Still Has a Strong Market Position
- Rating
- Price
- $59.12
- Fair Value
- $864.00
- Uncertainty
- High
- Economic Moat
- Lqhkgcd
- Capital Allocation
- Hwtjwcg
Largest Stocks in the Financial Services Sector
|
1-Day Chart
|
Name
|
Industry
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc Class B
BRK.B
| Insurance - Diversified | Pjdklcwvmw | Zbnxh | $880.9 Bil | |||
| JPMorgan Chase & Co
JPM
| Banks - Diversified | Qdzqqcjs | Zhmw | $565.7 Bil | |||
| Visa Inc Class A
V
| Credit Services | Vqncztnf | Xxm | $559.9 Bil | |||
| Mastercard Inc Class A
MA
| Credit Services | Rmzdvywdz | Mbbx | $418.4 Bil | |||
| Bank of America Corp
BAC
| Banks - Diversified | Lnhrmlysb | Ykfh | $312.7 Bil | |||
| Wells Fargo & Co
WFC
| Banks - Diversified | Ylhtrkj | Mxwb | $205.9 Bil | |||
| American Express Co
AXP
| Credit Services | Yxnksvrgf | Vcrbf | $164.9 Bil | |||
| HSBC Holdings PLC ADR
HSBC
| Banks - Diversified | Kvjbvngj | Krxh | $163.0 Bil | |||
| Morgan Stanley
MS
| Capital Markets | Xqbgpbfjz | Gbjgpx | $158.6 Bil | |||
| The Goldman Sachs Group Inc
GS
| Capital Markets | Lbzqcdggn | Pmmghpm | $147.5 Bil |
More in Financial Services
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After Earnings, Is Charles Schwab Stock a Buy, a Sell, or Fairly Valued?
With cash sorting among clients decreasing, here’s what we think of Schwab’s stock.
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Financial Services: Most Stocks Still Cheap in a Higher-for-Longer Interest-Rate Environment
We believe the market has overly penalized banks and that shares are undervalued.
Financial Services Stock Outlook: The Financial Sector Is Undervalued, but There Are Clouds On the Horizon
Expectations for interest rates have risen, and charge-offs could climb above pre-pandemic levels.
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Financial Sector Stock Outlook: Berkshire the Usual Stalwart
Blackstone, Citigroup also stand out within a more cautious banking landscape.
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4 Undervalued Financial Stocks for the Long-Term Market
Plus, the latest on the banking crisis and what the Fed might do next.
In Financial Services Sector, Benefits of Higher Interest Rates Must Be Weighed Against Likely Slowing Economy
Key items to watch for include a slowdown in economic growth, normalization of credit costs, and a potential pivot by the Fed to a easier monetary policy.
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How Rising Interest Rates Affect Financials Stocks
Financials sector investors must navigate interest-rate uncertainty.
Financials May Have Near-Term Pressure on Fee Revenue, but We Believe They Are Undervalued
Sector’s stocks are undervalued despite likely softening economy.
Over 70% of Financial Stocks Undervalued
But charge-offs and declining fee revenue should offset any benefits of rising interest rates.
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Are Bank Stocks Undervalued?
Valuations are now closing in on recession average lows for JPMorgan, Bank of America and other high-quality bank stocks.