Financial Services Stocks
Companies that provide financial services, including banks, savings and loans, asset management companies, credit services, investment brokerage firms, and insurance companies.
Subscribe to Morningstar Investor to get the full picture of a stock's potential. You'll get unlimited access to all our trusted ratings and key metrics on thousands of companies, plus independent analysis and pre-built screens from our seasoned stock analysts.
Name
|
Ticker
|
Previous Close Price
|
Market Cap
|
Market Return
YTD
|
Market Return
1 Year
|
Market Return
3 Year
|
Fair Value
|
Economic Moat
|
---|---|---|---|---|---|---|---|---|
Encore Capital Group Inc | ECPG | $43.05 | $983.2 Mil | −17.71% | −18.55% | 2.55% | $73.94 | Cjwmm |
MidCap Financial Investment Corp | MFIC | $15.25 | $982.1 Mil | 12.79% | 48.34% | 10.80% | $14.64 | Nvdxwx |
Barings BDC Inc | BBDC | $9.24 | $980.1 Mil | 10.72% | 37.48% | 5.62% | $43.93 | Pvxf |
Republic Bancorp Inc Class A | RBCAA | $49.83 | $971.1 Mil | −8.53% | 32.32% | 6.16% | $77.16 | Mwxx |
QCR Holdings Inc | QCRH | $58.57 | $967.1 Mil | −1.35% | 47.47% | 6.40% | $13.62 | Bhfv |
Sandy Spring Bancorp Inc | SASR | $21.50 | $966.2 Mil | −20.30% | 1.88% | −16.99% | $97.95 | Mvvl |
Origin Bancorp Inc | OBK | $30.95 | $959.7 Mil | −12.57% | 3.24% | −7.78% | $41.89 | Ctrw |
Berkshire Hills Bancorp Inc | BHLB | $22.34 | $959.5 Mil | −11.64% | 2.37% | 3.19% | $17.96 | Bgrkt |
German American Bancorp Inc | GABC | $33.17 | $958.2 Mil | 0.77% | 15.01% | −7.31% | $49.57 | Pgq |
Nuveen Churchill Direct Lending Corp | NCDL | $17.37 | $952.1 Mil | — | — | — | $83.99 | Sklcmr |
Trupanion Inc | TRUP | $23.31 | $951.3 Mil | −23.60% | −26.28% | −34.42% | $53.00 | Znyp |
Firstsun Capital Bancorp | FSUN | $35.00 | $946.4 Mil | 2.94% | 26.13% | — | $33.17 | Htmvbb |
Flow Traders Ltd | FLTLF | $20.89 | $945.1 Mil | 4.69% | −10.90% | −16.58% | $77.72 | Jmvg |
PRA Group Inc | PRAA | $24.79 | $937.2 Mil | −8.85% | −35.39% | −13.87% | $52.34 | Zqxw |
Byline Bancorp Inc | BY | $21.08 | $929.7 Mil | −10.14% | 11.84% | −0.40% | $98.73 | Pjcb |
Permanent TSB Group Holdings PLC | ILPMF | $1.55 | $922.6 Mil | −22.50% | −42.59% | 0.88% | $3.55 | Rfph |
Permanent TSB Group Holdings PLC ADR | ILPMY | $1.60 | $919.4 Mil | −14.89% | −32.77% | −0.62% | $2.95 | Wwxz |
Root Inc Ordinary Shares - Class A | ROOT | $62.66 | $914.8 Mil | 497.90% | 1,519.12% | −31.14% | $14.72 | Zcwg |
Guardian Capital Group Ltd Shs -A- Non-Voting | GCAAF | $35.50 | $898.4 Mil | 6.61% | 14.23% | 15.90% | $79.27 | Xnlxgvk |
OceanFirst Financial Corp | OCFC | $15.23 | $895.7 Mil | −11.12% | 3.89% | −9.08% | $72.36 | Kkcm |
LendingClub Corp | LC | $8.19 | $893.2 Mil | −8.24% | 12.01% | −17.76% | $27.19 | Rvqh |
Security Bank Corp | SYBJF | $1.24 | $892.9 Mil | −3.27% | −18.42% | −17.65% | $8.93 | Klzb |
Federal Home Loan Mortgage Corp | FMCC | $1.36 | $884.1 Mil | 60.00% | 225.28% | −17.70% | $7.86 | Bxrc |
A-Mark Precious Metals Inc | AMRK | $38.22 | $880.8 Mil | 28.73% | 13.09% | 32.33% | $77.76 | Bllmxs |
BrightSphere Investment Group Inc | BSIG | $23.08 | $877.3 Mil | 19.89% | 2.68% | −0.37% | $57.82 | Qfcrdqs |
AMERISAFE Inc | AMSF | $45.82 | $876.8 Mil | −1.26% | −4.05% | −1.63% | $47.27 | Knhskq |
Close Brothers Group PLC ADR | CBGPY | $11.44 | $874.1 Mil | −43.92% | −42.20% | −29.24% | $58.49 | Vql |
PT Bank Aladin Syariah Tbk Ordinary Shares | BKALF | $0.07 | $873.5 Mil | 51.96% | 51.96% | — | $8.76 | Xwnq |
BlackRock TCP Capital Corp | TCPC | $10.02 | $867.0 Mil | −10.23% | 17.30% | −0.92% | $27.39 | Bvy |
China Everbright Ltd | CEVIF | $0.49 | $860.8 Mil | −11.23% | −22.70% | −18.02% | $5.45 | Ndf |
China Everbright Ltd ADR | CEVIY | $4.74 | $860.8 Mil | −18.28% | −25.98% | −21.81% | $6.50 | Rthp |
P10 Inc Class A | PX | $7.59 | $857.5 Mil | −27.27% | −24.55% | — | $7.47 | Ryltm |
Carlyle Secured Lending Inc | CGBD | $16.99 | $852.6 Mil | 15.84% | 37.22% | 16.67% | $72.89 | Gtvdbc |
Southside Bancshares Inc | SBSI | $27.67 | $837.9 Mil | −8.24% | −9.86% | −6.86% | $54.69 | Vckg |
World Acceptance Corp | WRLD | $137.01 | $837.4 Mil | 5.51% | 47.23% | 2.12% | $478.63 | Cvrg |
Perella Weinberg Partners Ordinary Shares - Class A | PWP | $15.64 | $835.6 Mil | 28.45% | 75.91% | — | $88.47 | Rbgwb |
SLR Investment Corp | SLRC | $15.26 | $832.5 Mil | 4.26% | 16.90% | 3.14% | $81.78 | Vqyzsx |
Yangzijiang Financial Holding Ltd | YNGFF | $0.24 | $831.0 Mil | 4.89% | −4.01% | — | $6.24 | Jps |
Dah Sing Financial Holdings Ltd ADR | DSFGY | $7.60 | $825.8 Mil | 25.21% | 2.88% | −4.13% | $63.40 | Tzxbp |
Dah Sing Financial Holdings Ltd | DAHSF | $2.45 | $825.8 Mil | 31.02% | 11.08% | −8.19% | $9.79 | Vzlf |
Guild Holdings Co Ordinary Shares - Class A | GHLD | $13.50 | $824.9 Mil | −4.19% | 32.45% | 5.96% | $17.52 | Wczvx |
Laurentian Bank of Canada | LRCDF | $19.00 | $823.0 Mil | −6.03% | −12.29% | −12.13% | $66.55 | Rjzq |
Lakeland Bancorp Inc | LBAI | $12.58 | $819.6 Mil | −13.96% | −7.26% | −6.55% | $16.86 | Rmj |
Zip Co Ltd | ZIZTF | $0.75 | $817.6 Mil | 63.22% | 88.54% | −53.12% | $9.11 | Hjlwk |
Bank First Corp | BFC | $78.53 | $795.0 Mil | −8.98% | 20.40% | 4.77% | $41.12 | Mrf |
Hut 8 Corp | HUT | $8.98 | $790.6 Mil | −32.68% | — | — | $15.17 | Lcb |
First Bancshares Inc | FBMS | $25.04 | $781.7 Mil | −13.77% | 12.76% | −10.54% | $72.98 | Jwdrc |
Community Trust Bancorp Inc | CTBI | $42.77 | $770.7 Mil | −1.44% | 28.58% | 1.78% | $23.76 | Jfch |
Hagerty Inc Ordinary Shares - Class A | HGTY | $8.81 | $767.0 Mil | 12.95% | −3.40% | — | $1.59 | Kcxlqv |
Abacus Life Inc Ordinary Shares - Class A | ABL | $11.98 | $763.1 Mil | 24.02% | — | — | $77.83 | Hhmszk |