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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
- NWGNatWest Group PLC ADR
Changing NatWest's Capital Allocation Rating to Standard
- Rating
- Price
- $8.03
- Fair Value
- $9.00
- Uncertainty
- Medium
- Economic Moat
- Wqhj
- Capital Allocation
- Szdvtjrr
- BCSBarclays PLC ADR
Barclays: The Marriage of a Good Retail Franchise and a Capital-Hungry Investment Bank
- Rating
- Price
- $10.71
- Fair Value
- $45.50
- Uncertainty
- High
- Economic Moat
- Zbjns
- Capital Allocation
- Vprcbpjp
- BCHBanco De Chile ADR
Economic Risks for Banco de Chile Are Decreasing as Inflation Falls and Credit Costs Remain Modest
- Rating
- Price
- $22.54
- Fair Value
- $24.00
- Uncertainty
- Medium
- Economic Moat
- Vlfcnr
- Capital Allocation
- Vxdpgbqd
- ITUBItau Unibanco Holding SA ADR
Itaú Unibanco Should Benefit From Improving Economic Conditions in Brazil as Inflation Fades
- Rating
- Price
- $5.84
- Fair Value
- $4.20
- Uncertainty
- High
- Economic Moat
- Yvhs
- Capital Allocation
- Hjkkwjqz
- AGESYAgeas SA/ NV ADR
While Historically Complicated, Ageas Has Core Strength and Is an Undervalued Insurer
- Rating
- Price
- $45.73
- Fair Value
- $83.60
- Uncertainty
- Medium
- Economic Moat
- Hlkf
- Capital Allocation
- Lbkl
- BBDBank Bradesco SA ADR
Banco Bradesco's High Cost of Funds and High Credit Losses Are Pressuring Results
- Rating
- Price
- $2.24
- Fair Value
- $9.80
- Uncertainty
- High
- Economic Moat
- Wjwjm
- Capital Allocation
- Bynhvxrw
- SCRYYSCOR SE ADR
Underwriting Quality Has Lacked at Scor, and It Is Trying to Extract Improvements Through Expenses
- Rating
- Price
- $2.55
- Fair Value
- $7.81
- Uncertainty
- High
- Economic Moat
- Srqr
- Capital Allocation
- Qxzqpqzl
- INGING Groep NV ADR
ING Groep: The Leader in the Oligopolistic Dutch Banking Sector
- Rating
- Price
- $17.14
- Fair Value
- $52.60
- Uncertainty
- High
- Economic Moat
- Cfswy
- Capital Allocation
- Tkgnfmqj
- MURGYMunchener Ruckversicherungs-Gesellschaft AG ADR
Munich Re Has a Unique Approach to Carving Out a Competitive Position in Certain Lines
- Rating
- Price
- $50.07
- Fair Value
- $99.40
- Uncertainty
- Medium
- Economic Moat
- Yyfyj
- Capital Allocation
- Xfksygsj
- RYRoyal Bank of Canada
Royal Bank of Canada Is Managing Difficult Economic Conditions Well; Shares Roughly Fairly Valued
- Rating
- Price
- $106.38
- Fair Value
- $547.00
- Uncertainty
- Low
- Economic Moat
- Vgxg
- Capital Allocation
- Pgpjsdwj
- VVisa Inc Class A
Visa Enjoys a Wide Moat and Strong Long-Term Growth Prospects
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- Rating
- Price
- $262.47
- Fair Value
- $127.00
- Uncertainty
- Medium
- Economic Moat
- Byrny
- Capital Allocation
- Sxnffjp
- CNSCohen & Steers Inc
Cohen & Steers' AUM Improving With Rising Equity Markets, but Rate Headwinds Continue to Blunt Flows
- Rating
- Price
- $72.56
- Fair Value
- $77.00
- Uncertainty
- High
- Economic Moat
- Qnktqsd
- Capital Allocation
- Mrhwfpnpf
- BMOBank of Montreal
Credit Costs Are Rising in 2024, but Bank of Montreal Is Well Positioned
- Rating
- Price
- $83.85
- Fair Value
- $34.00
- Uncertainty
- Low
- Economic Moat
- Pbbght
- Capital Allocation
- Dphjjlw
- BFHBread Financial Holdings Inc
Bread Financial Faces Challenges as Credit Costs Continue to Rise
- Rating
- Price
- $44.56
- Fair Value
- $36.00
- Uncertainty
- Very High
- Economic Moat
- Mrn
- Capital Allocation
- Xvtsxdhh
- BNSBank of Nova Scotia
For Bank of Nova Scotia, Rising Credit Costs Will Be a Headwind to Earnings in 2024
- Rating
- Price
- $45.72
- Fair Value
- $25.00
- Uncertainty
- Low
- Economic Moat
- Gqsxyl
- Capital Allocation
- Gpfjnqr
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 | Yccwkhyg | Jqrj | $877.9 Bil | |||
| JPMorgan Chase & Co
JPM
| Banks - Diversified | Hdvsfnxlg | Rzhby | $580.8 Bil | |||
| Visa Inc Class A
V
| Credit Services | Kssjhgthh | Rhtsc | $537.0 Bil | |||
| Mastercard Inc Class A
MA
| Credit Services | Dgjjwbfr | Bqml | $410.1 Bil | |||
| Bank of America Corp
BAC
| Banks - Diversified | Qwlksxwyz | Dzbh | $311.0 Bil | |||
| Wells Fargo & Co
WFC
| Banks - Diversified | Qzmfcfwm | Bslwn | $207.1 Bil | |||
| American Express Co
AXP
| Credit Services | Kxfgltb | Nmcg | $166.6 Bil | |||
| HSBC Holdings PLC ADR
HSBC
| Banks - Diversified | Pwkzwqsrv | Dyzkj | $161.0 Bil | |||
| Morgan Stanley
MS
| Capital Markets | Rqcptknsj | Ywdyly | $157.9 Bil | |||
| HDFC Bank Ltd ADR
HDB
| Banks - Regional | Kwvkrvzxp | Nlbsgv | $153.5 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.