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Best Financial Services stocks to buy

Every US-listed Financial Services company we cover, each valued from its own filings, so you can see which ones are priced below what the business earns and which are priced for perfection.

Every analyzed stock in Financial Services — 1,812 companies. Each card shows price, our model's intrinsic value (IV), and how far price sits above or below it. Click any card for the full analysis. This is a research-triage view, not a buy/sell signal.

Financial Services today, by the numbers

Across the 1,517 companies in this sector we have prices and filings for. Counts and medians of what is already on each stock page, not a forecast.

12.3×
Typical P/E
Median price-to-earnings of the 1095 profitable companies: the price pays for this many years of current profit.
19.6×
Whole-sector P/E
Total market value divided by total profit, losses included. Far above the typical P/E means a few big loss-makers or richly priced giants.
23%
Losing money
Share of companies whose latest reported earnings were negative.
56%
Above their 200-day average
The typical stock sits 1.0% above its own 200-day average price.
49%
Above their 50-day average
Share of stocks trading above their own 50-day average price.

Each stock's price and averages come from its latest full analysis, so they match each other. Refreshed twice a day.

What has happened in Financial Services

1,557 companies, and how they ended

Counted from SEC filings, including the companies that no longer exist. This is a record of what happened — not a rating, a score, or a forecast.

1,557
companies listed since 2011
15 (1%)
went bankrupt or were delisted for cause
752 (48.3%)
were bought by someone else
If you had held the typical Financial Services company

$100 at the start of 2011, following the median company each year. Dividends are not included.

2011 · $1002025 · $406
Year by year
YearCompaniesWent bankruptBoughtTypical return
2026 so far760034—
2025809056+17.0%
2024853368+11.7%
2023897193+15.3%
2022929297-11.0%
2021822154-1.4%
2020811033+48.6%
2019814035-19.1%
2018801137+0.4%
2017810153+6.8%
2016841153+27.7%
2015838336+4.9%
2014816126+10.5%
2013798138+14.1%
2012791028+24.9%
2011759011+12.9%

This record begins in 2011, so it does NOT include the 2008 financial crisis. Banks and other lenders look far safer here than a longer history would show. The most recent year is also still running and its counts are incomplete. Companies are grouped by the industry code on their own SEC filings, which is coarse: a company that does two things lands in one bucket.

Educational use only — not investment advice. "Undervalued / fairly valued / overvalued" and every risk score reflect our models vs. price, which can be wrong or based on stale or incomplete data. Always review the company's own financials and SEC filings, and consult a licensed advisor, before acting.
Sort by: A–Z Most overvalued Most shorted Buyers' strike Largest
This week in Financial Services
Financial Services — Oct 5 – Oct 9, 2026 (Wk 41): Financial Services Sector: Earnings Season Approaches, Insider Selling Noted →
The financial services sector is preparing for earnings season, with some analysts noting cautious trading. Insider selling by financial executives was observed, while a new debt fund focused on the sector was launched in India.
IPOD
COLLECTIVE ACQUISITION CORP.
Valuation N/A
Financial Services
Price$10.45
Model IV—
P/IV—
Limited data — see page
IPODU
IPODU
Valuation N/A
Price$10.68
Model IV—
P/IV—
Limited data — see page
IPODW
IPODW
Valuation N/A
Price$0.28
Model IV—
P/IV—
Limited data — see page
IRAB
Iris Acquisition Corp II
Valuation N/A
Financial Services
Price$10.01
Model IV—
P/IV—
Limited data — see page
IREN
IREN Ltd
Valuation N/A
Financial Services
Price$35.19
Model IV—
P/IV—
Market implies +78.3%/yr vs model +15.0% · above model
IRHO
Iron Horse Acquisition II Corp.
Valuation N/A
Financial Services
Price$10.06
Model IV—
P/IV—
Limited data — see page
IRM
IRON MOUNTAIN INC
Deeply overvalued
Financial Services
Price$114.51
Model IV$47.42
P/IV2.70
Premium +141% Return to IV: -58.6%
IRT
INDEPENDENCE REALTY TRUST, INC.
Fairly valued
Financial Services
Price$14.64
Model IV$16.34
P/IV0.99
Discount 10% Return to IV: +11.6%
ISBA
ISABELLA BANK CORP
Deeply overvalued
Financial Services
Price$37.29
Model IV$24.83
P/IV1.50
Premium +50% Return to IV: -33.4%
ISTR
Investar Holding Corp
Overvalued
Financial Services
Price$28.82
Model IV$22.76
P/IV1.24
Premium +27% Return to IV: -21.0%
ITHA
ITHAX Acquisition Corp III
Valuation N/A
Financial Services
Price$10.06
Model IV—
P/IV—
Limited data — see page
ITHAU
ITHAX Acquisition Corp III
Valuation N/A
Financial Services
Price$10.13
Model IV—
P/IV—
Limited data — see page
ITHAW
ITHAX Acquisition Corp III
Valuation N/A
Financial Services
Price$0.18
Model IV—
P/IV—
Limited data — see page
ITIC
INVESTORS TITLE CO
Deeply overvalued
Financial Services
Price$296.95
Model IV$189.71
P/IV1.24
Premium +57% Return to IV: -36.1%
ITUB
Itau Unibanco Holding S.A.
Undervalued
Financial Services
Price$10.16
Model IV$12.95
P/IV0.63
Discount 22% Return to IV: +27.5%
IVT
InvenTrust Properties Corp.
Overvalued
Financial Services
Price$29.78
Model IV$24.82
P/IV1.33
Premium +20% Return to IV: -16.7%
IVZ
Invesco Ltd.
Fairly valued
Financial Services
Price$29.51
Model IV$32.26
P/IV0.88
Discount 9% Return to IV: +9.3%
Market implies +1.8%/yr vs model +3.6% · in line
IWDL
IWDL
Valuation N/A
Price$70.25
Model IV—
P/IV—
Limited data — see page
IWFL
IWFL
Valuation N/A
Price$61.44
Model IV—
P/IV—
Limited data — see page
IWML
UBS AG
Valuation N/A
Financial Services
Price$34.49
Model IV—
P/IV—
Limited data — see page
IX
ORIX CORP
Deeply undervalued
Financial Services
Price$36.95
Model IV$168.11
P/IV0.23
Discount 78% Return to IV: +355.0%
Market implies -1.7%/yr vs model +25.0% · below model
JACS
Jackson Acquisition Co II
Valuation N/A
Financial Services
Price$10.80
Model IV—
P/IV—
Limited data — see page
JAN
Janus Living, Inc.
Valuation N/A
Financial Services
Price$28.15
Model IV—
P/IV—
Limited data — see page
JATT
JATT II Acquisition Corp.
Valuation N/A
Financial Services
Price$10.60
Model IV—
P/IV—
Limited data — see page
JBGS
JBG SMITH Properties
Deeply overvalued
Financial Services
Price$10.92
Model IV$8.32
P/IV1.76
Premium +31% Return to IV: -23.8%
JBK
LEHMAN ABS CORP GOLDMAN SACHS CAP 1 SEC BACKED SER 2004-6
Valuation N/A
Financial Services
Price$25.50
Model IV—
P/IV—
Limited data — see page
JCAP
Jefferson Capital, Inc. / DE
Valuation N/A
Financial Services
Price$19.93
Model IV—
P/IV—
Market implies -24.5%/yr vs model +25.0% · below model
JEF
Jefferies Financial Group Inc.
Valuation N/A
Financial Services
Price$44.38
Model IV—
P/IV—
Market implies +93.1%/yr
JENA
JENA ACQUISITION Corp II
Valuation N/A
Financial Services
Price$10.42
Model IV—
P/IV—
Limited data — see page
JFIN
Jiayin Group Inc.
Deeply undervalued
Financial Services
Price$1.35
Model IV$11.73
P/IV0.37
Discount 89% Return to IV: +771.9%
Market implies -13.7%/yr vs model +25.0% · below model
JFU
9F Inc.
Deeply undervalued
Financial Services
Price$2.75
Model IV$24.47
P/IV0.11
Discount 89% Return to IV: +789.8%
Market implies -41.0%/yr vs model +8.0% · below model
JHG
JANUS HENDERSON GROUP PLC
Deeply undervalued
Financial Services
Price$51.95
Model IV$84.98
P/IV0.61
Discount 39% Return to IV: +63.6%
Market implies -0.9%/yr vs model +6.8% · below model
JMSB
John Marshall Bancorp, Inc.
Deeply overvalued
Financial Services
Price$22.80
Model IV$16.55
P/IV1.28
Premium +38% Return to IV: -27.4%
JPM
JPMORGAN CHASE & CO
Deeply overvalued
Financial Services
Price$332.99
Model IV$234.24
P/IV1.46
Premium +42% Return to IV: -29.7%
JRVR
James River Group Holdings, Inc.
Undervalued
Financial Services
Price$3.63
Model IV$4.43
P/IV0.88
Discount 18% Return to IV: +22.0%
JSM
NAVIENT CORP
Deeply undervalued
Financial Services
Price$16.77
Model IV$35.07
P/IV0.52
Discount 52% Return to IV: +109.1%
Market implies -19.5%/yr vs model -6.8% · below model
JXN
Jackson Financial Inc.
Fairly valued
Financial Services
Price$129.71
Model IV$134.75
P/IV0.96
Discount 4% Return to IV: +3.9%
JYNT
JOINT Corp
Deeply overvalued
Financial Services
Price$7.04
Model IV$3.08
P/IV2.89
Premium +129% Return to IV: -56.3%
KB
KB Financial Group Inc.
Valuation N/A
Financial Services
Price$123.07
Model IV—
P/IV—
Limited data — see page
KBON
Karbon Capital Partners Corp.
Valuation N/A
Financial Services
Price$10.12
Model IV—
P/IV—
Limited data — see page
KBONU
Karbon Capital Partners Corp.
Valuation N/A
Financial Services
Price$10.23
Model IV—
P/IV—
Limited data — see page
KBONW
Karbon Capital Partners Corp.
Valuation N/A
Financial Services
Price$0.45
Model IV—
P/IV—
Limited data — see page
KCHV
Kochav Defense Acquisition Corp.
Valuation N/A
Financial Services
Price$10.49
Model IV—
P/IV—
Limited data — see page
KCHVR
Kochav Defense Acquisition Corp.
Valuation N/A
Financial Services
Price$0.12
Model IV—
P/IV—
Limited data — see page
KCHVU
Kochav Defense Acquisition Corp.
Valuation N/A
Financial Services
Price$10.52
Model IV—
P/IV—
Limited data — see page
KEEL
Keel Infrastructure Corp.
Valuation N/A
Financial Services
Price$3.05
Model IV—
P/IV—
Market implies +64.2%/yr vs model +15.0% · above model
KEY
KEYCORP /NEW/
Fairly valued
Financial Services
Price$19.97
Model IV$17.44
P/IV1.16
Premium +15% Return to IV: -12.7%
KFFB
Kentucky First Federal Bancorp
Deeply overvalued
Financial Services
Price$5.75
Model IV$2.91
P/IV1.64
Premium +98% Return to IV: -49.4%
KFII
K&F GROWTH ACQUISITION CORP. II
Valuation N/A
Financial Services
Price$10.69
Model IV—
P/IV—
Limited data — see page
KFIIR
K&F GROWTH ACQUISITION CORP. II
Valuation N/A
Financial Services
Price$0.11
Model IV—
P/IV—
Limited data — see page
KFIIU
K&F GROWTH ACQUISITION CORP. II
Valuation N/A
Financial Services
Price$10.70
Model IV—
P/IV—
Limited data — see page
KG
Kestrel Group Ltd
Deeply undervalued
Financial Services
Price$4.91
Model IV$10.81
P/IV0.48
Discount 55% Return to IV: +120.1%
KIM
KIMCO REALTY CORP
Fairly valued
Financial Services
Price$22.16
Model IV$25.60
P/IV0.94
Discount 13% Return to IV: +15.5%
KINS
KINGSTONE COMPANIES, INC.
Deeply overvalued
Financial Services
Price$18.49
Model IV$4.62
P/IV3.22
Premium +301% Return to IV: -75.0%
KKR
KKR & Co. Inc.
Deeply overvalued
Financial Services
Price$90.95
Model IV$19.82
P/IV4.84
Premium +359% Return to IV: -78.2%
Market implies +23.4%/yr vs model +4.7% · above model
KKRS
KKR & Co. Inc.
Deeply undervalued
Financial Services
Price$15.50
Model IV$50.57
P/IV0.32
Discount 69% Return to IV: +226.3%
Market implies -24.2%/yr vs model +4.7% · below model
KKRT
KKR & Co. Inc.
Valuation N/A
Financial Services
Price$23.05
Model IV—
P/IV—
Market implies +80.6%/yr
KLAR
Klarna Group plc
Valuation N/A
Financial Services
Price$14.06
Model IV—
P/IV—
Limited data — see page
KMPB
KEMPER Corp
Fairly valued
Financial Services
Price$24.72
Model IV$25.89
P/IV0.92
Discount 5% Return to IV: +4.7%
KMPR
KEMPER Corp
Fairly valued
Financial Services
Price$26.95
Model IV$25.89
P/IV0.95
Premium +4% Return to IV: -3.9%