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
- LPLALPL Financial Holdings Inc
LPL Financial Should Emerge as the Premier Independent Broker/Dealer in US Wealth Management Space
- Rating
- Price
- $317.56
- Fair Value
- LOCK|%M
- Uncertainty
- LOCK|&%c
- Economic Moat
- LOCK|nC
- Capital Allocation
- LOCK|>hBs&zl
- HOODRobinhood Markets Inc Class A
Market Expectations Consistently Overestimate a Genuinely Attractive Growth Runway for Robinhood
- Rating
- Price
- $94.56
- Fair Value
- %Gm
- Uncertainty
- LOCK|&$ NvYQ
- Economic Moat
- LOCK|R<G&
- Capital Allocation
- LOCK|l<Vt<Y
- SOFISoFi Technologies Inc Ordinary Shares
SoFi Technologies: Increasing Our Fair Value Estimate on Faster-Than-Expected Loan Growth
- Rating
- Price
- $16.43
- Fair Value
- LOCK|.f#
- Uncertainty
- LOCK|@m MF^M
- Economic Moat
- LOCK|vM!P@
- Capital Allocation
- LOCK|TZHWn@
- DB1Deutsche Boerse AG
Deutsche Börse Is a Structural Growth Machine
- Rating
- Price
- €312.70
- Fair Value
- LOCK|!%
- Uncertainty
- LOCK|&?V^V
- Economic Moat
- LOCK|r%
- Capital Allocation
- LOCK|$>JW>?&
- 8316Sumitomo Mitsui Financial Group Inc
SMFG's Earnings Supported by Japan's Policy Rate Hikes, Higher Net Fee Income, and Lower Costs
- Rating
- Price
- ¥3,187.00
- Fair Value
- LOCK|G$
- Uncertainty
- LOCK|kPH@b
- Economic Moat
- LOCK|%>
- Capital Allocation
- LOCK|Br?@&P
- MFGMizuho Financial Group Inc ADR
Bank of Japan Rate Normalization Is a Tailwind for Mizuho Financial Group
- Rating
- Price
- $9.69
- Fair Value
- LOCK|.$%
- Uncertainty
- LOCK|J@!J
- Economic Moat
- LOCK|&g
- Capital Allocation
- LOCK|RKG$ksG
- 8308Resona Holdings Inc
Resona to Benefit From Higher Margins as Rates Rise and Costs Remain Contained
- Rating
- Price
- ¥2,211.50
- Fair Value
- LOCK|j<>
- Uncertainty
- LOCK|!?MX
- Economic Moat
- LOCK|V^<
- Capital Allocation
- LOCK|$g<lL<
- MUFGMitsubishi UFJ Financial Group Inc ADR
MUFG Earnings Benefit From Japan's Rate Hikes, Higher Fee Income, and Lower Costs
- Rating
- Price
- $21.48
- Fair Value
- dz
- Uncertainty
- LOCK|^PGyG
- Economic Moat
- LOCK|#GT
- Capital Allocation
- LOCK|q?gTZX
- TWTradeweb Markets Inc
Tradeweb Benefits From Long-Term Tailwinds as Bond Markets Become Increasingly Electronic
- Rating
- Price
- $119.67
- Fair Value
- LOCK|@h
- Uncertainty
- LOCK|h^d&
- Economic Moat
- LOCK|%<<%F
- Capital Allocation
- LOCK|$>RsM!n
- CCPCredit Corp Group Ltd
Credit Corp Shares Overvalued as Market Too Bullish
- Rating
- Price
- A$14.54
- Fair Value
- LOCK|.j
- Uncertainty
- LOCK|Vk#
- Economic Moat
- LOCK|H?
- Capital Allocation
- LOCK|<TD@ZP
- 000001Ping An Bank Co Ltd Class A
PAB's Retail Recovery Faces Macro Headwinds
- Rating
- Price
- CN¥11.47
- Fair Value
- LOCK|.?q
- Uncertainty
- LOCK|mc
- Economic Moat
- LOCK|D%@
- Capital Allocation
- LOCK|F!%&#G
- SHB ASvenska Handelsbanken AB Class A
Handelsbanken Is a Prudently Run Bank
- Rating
- Price
- SEK 154.30
- Fair Value
- LOCK|^?
- Uncertainty
- LOCK|F>
- Economic Moat
- LOCK|l#TZ
- Capital Allocation
- LOCK|&c#csWM
- AXPAmerican Express Co
American Express Maintains Impressive Momentum in New Card Acquisition and Loan Growth
- Rating
- Price
- $312.91
- Fair Value
- R^&
- Uncertainty
- LOCK|@t?m
- Economic Moat
- LOCK|RN!
- Capital Allocation
- LOCK|@?$C&$
- ZIPZip Co Ltd
Zip Shares Materially Undervalued Amid Temporary Fraud, Credit, and Funding Headwinds
- Rating
- Price
- A$1.70
- Fair Value
- N.V
- Uncertainty
- LOCK|D& m&%f
- Economic Moat
- LOCK|CMG
- Capital Allocation
- LOCK|qWdD>%d
- CMECME Group Inc Class A
CME Benefits From Volatile Markets Through High Trading Volume and Revenue
- Rating
- Price
- $293.48
- Fair Value
- LOCK|?G
- Uncertainty
- QX&
- Economic Moat
- LOCK|T>n
- Capital Allocation
- LOCK|SRgr$J
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 | LOCK|X<Xk?JN | LOCK|KqdPJ | $1T | |||
| JPMorgan Chase & Co
JPM
| Banks - Diversified | LOCK|x<KlQ%W | LOCK|<hK | $892B | |||
| Visa Inc Class A
V
| Credit Services | LOCK|LvWmKk | LOCK|%s> | $754B | |||
| Mastercard Inc Class A
MA
| Credit Services | LOCK|$!s&YZ! | LOCK|!r | $534B | |||
| Bank of America Corp
BAC
| Banks - Diversified | LOCK|sz$N<zL | LOCK|Chq | $351B | |||
| HSBC Holdings PLC ADR
HSBC
| Banks - Diversified | LOCK|jVG>jpg | LOCK|?V$$ | $295B | |||
| Morgan Stanley
MS
| Capital Markets | LOCK|S<V%&$<& | LOCK|>B | $293B | |||
| Royal Bank of Canada
RY
| Banks - Diversified | LOCK|#^&mt@^b | LOCK|P@ | $282B | |||
| The Goldman Sachs Group Inc
GS
| Capital Markets | LOCK|&kpQ$g? | LOCK|z% | $265B | |||
| Wells Fargo & Co
WFC
| Banks - Diversified | LOCK|mwC#l@ | LOCK|j!L | $248B |
More in Financial Services
PNC Earnings: Sequential Contraction in Net Interest Margin Not the Whole Story
We do not think AI tools are a significant near-term threat to PNC’s deposit base, as banking relationships are built on trust.
Charles Schwab Earnings: Higher Interest Rates Slightly Overshadow Otherwise Stellar Quarter
We plan to lower our fair value estimate for Schwab stock by a low-single-digit percentage.
This 1-Star Stock Trades at a 94% Premium. Is It Time to Sell?
Even with significant growth potential, the stock’s lofty valuation is difficult to justify.
Bank of America Earnings: Market Overreaction to Regulatory Fine Provides a Solid Entry Point
We’ve lowered our fair value estimate of Bank of America stock.
Citigroup Earnings: Solid Quarter Overshadowed by Cautious Guidance
We’ve lowered our fair value estimate for Citi stock.
Wells Fargo Earnings: Maintained Guidance Overshadows Decent Results
We’ve slightly lowered our fair value estimate of Wells Fargo stock.
BlackRock Earnings: Positive Flows Offset Market Losses to Lift AUM to Record Levels
We remain conservative with our near-term assumptions for BlackRock and the rest of the US-based asset managers.
JPMorgan Earnings: Solid Results Despite Capital Markets Softening
We’ve raised our fair value estimate of JPMorgan stock.
Stock Sector Outlooks: Morningstar’s Top Q4 Picks Across the Market
Morningstar analysts provide their sector outlooks and views on the best stocks to buy.
4 Things to Watch for in Big Bank Earnings
Third-quarter bank results to offer fresh insights into lending profitability, credit conditions, consumer finances, and more.
United States