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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 — 1,814 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 1096 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.
UBSI
UNITED BANKSHARES INC/WV
Deeply overvalued
Financial Services
Price$45.70
Model IV$34.82
P/IV1.25
Premium +31% Return to IV: -23.8%
UCB
UNITED COMMUNITY BANKS INC
Overvalued
Financial Services
Price$33.58
Model IV$28.77
P/IV1.15
Premium +17% Return to IV: -14.3%
UCO
ProShares Trust II
Deeply overvalued
Financial Services
Price$57.05
Model IV$27.89
P/IV1.87
Premium +105% Return to IV: -51.1%
UDN
INVESCO DB US DOLLAR INDEX BEARISH FUND
Deeply overvalued
Financial Services
Price$17.79
Model IV$8.15
P/IV2.22
Premium +118% Return to IV: -54.2%
UDR
UDR, Inc.
Undervalued
Financial Services
Price$33.57
Model IV$44.19
P/IV0.83
Discount 24% Return to IV: +31.6%
UFCS
UNITED FIRE GROUP INC
Deeply overvalued
Financial Services
Price$56.40
Model IV$31.45
P/IV1.41
Premium +79% Return to IV: -44.2%
UGA
United States Gasoline Fund, LP
Valuation N/A
Financial Services
Price$148.52
Model IV—
P/IV—
Limited data — see page
UGL
ProShares Trust II
Deeply overvalued
Financial Services
Price$45.08
Model IV$26.06
P/IV1.87
Premium +73% Return to IV: -42.2%
UGLD
UGLD
Valuation N/A
Price$19.50
Model IV—
P/IV—
Limited data — see page
UHT
UNIVERSAL HEALTH REALTY INCOME TRUST
Fairly valued
Financial Services
Price$37.54
Model IV$43.78
P/IV0.95
Discount 14% Return to IV: +16.6%
ULE
ProShares Trust II
Fairly valued
Financial Services
Price$11.85
Model IV$12.62
P/IV1.00
Discount 6% Return to IV: +6.5%
UMBF
UMB FINANCIAL CORP
Fairly valued
Financial Services
Price$130.39
Model IV$125.64
P/IV1.18
Premium +4% Return to IV: -3.6%
UMBFO
UMB FINANCIAL CORP
Deeply undervalued
Financial Services
Price$25.20
Model IV$117.24
P/IV0.22
Discount 79% Return to IV: +365.2%
UMH
UMH PROPERTIES, INC.
Undervalued
Financial Services
Price$15.10
Model IV$20.15
P/IV0.75
Discount 25% Return to IV: +33.5%
UNB
UNION BANKSHARES INC
Fairly valued
Financial Services
Price$23.00
Model IV$24.86
P/IV0.95
Discount 7% Return to IV: +8.1%
UNH
UNITEDHEALTH GROUP INC
Deeply overvalued
Financial Services
Price$370.95
Model IV$248.38
P/IV1.52
Premium +49% Return to IV: -33.0%
UNL
United States 12 Month Natural Gas Fund, LP
Valuation N/A
Financial Services
Price$5.74
Model IV—
P/IV—
Limited data — see page
UNM
Unum Group
Fairly valued
Financial Services
Price$92.64
Model IV$91.40
P/IV1.03
Premium +1% Return to IV: -1.3%
UNMA
Unum Group
Deeply undervalued
Financial Services
Price$20.74
Model IV$91.40
P/IV0.24
Discount 77% Return to IV: +340.7%
UNTY
UNITY BANCORP INC /NJ/
Fairly valued
Financial Services
Price$55.25
Model IV$53.86
P/IV1.11
Premium +3% Return to IV: -2.5%
UPST
Upstart Holdings, Inc.
Valuation N/A
Financial Services
Price$24.19
Model IV—
P/IV—
Market implies +75.9%/yr vs model +5.3% · above model
UPXI
UPEXI, INC.
Valuation N/A
Financial Services
Price$1.08
Model IV—
P/IV—
Market implies +2.0%/yr vs model +2.0% · in line
UROY
UROY
Valuation N/A
Price$4.06
Model IV—
P/IV—
Limited data — see page
USB
US BANCORP DE
Fairly valued
Financial Services
Price$57.03
Model IV$53.77
P/IV1.09
Premium +6% Return to IV: -5.7%
USBC
USBC, Inc.
Valuation N/A
Financial Services
Price$0.50
Model IV—
P/IV—
Market implies +24.1%/yr
USCB
USCB FINANCIAL HOLDINGS, INC.
Deeply overvalued
Financial Services
Price$22.13
Model IV$12.00
P/IV1.88
Premium +84% Return to IV: -45.8%
USCI
United States Commodity Index Funds Trust
Valuation N/A
Financial Services
Price$109.58
Model IV—
P/IV—
Limited data — see page
USIO
Usio, Inc.
Valuation N/A
Financial Services
Price$2.84
Model IV—
P/IV—
Limited data — see page
USL
United States 12 Month Oil Fund, LP
Valuation N/A
Financial Services
Price$59.10
Model IV—
P/IV—
Limited data — see page
USLV
USLV
Valuation N/A
Price$13.04
Model IV—
P/IV—
Limited data — see page
USML
USML
Valuation N/A
Price$47.26
Model IV—
P/IV—
Limited data — see page
UUP
UUP
Valuation N/A
Price$28.98
Model IV—
P/IV—
Limited data — see page
UVE
UNIVERSAL INSURANCE HOLDINGS, INC.
Deeply overvalued
Financial Services
Price$46.97
Model IV$33.58
P/IV1.10
Premium +40% Return to IV: -28.5%
UVIX
VS Trust
Valuation N/A
Financial Services
Price$35.06
Model IV—
P/IV—
Limited data — see page
UVSP
UNIVEST FINANCIAL Corp
Deeply overvalued
Financial Services
Price$41.26
Model IV$30.58
P/IV1.29
Premium +35% Return to IV: -25.9%
UWMC
UWM Holdings Corp
Valuation N/A
Financial Services
Price$1.09
Model IV—
P/IV—
Market implies +31.3%/yr
UYSC
UY Scuti Acquisition Corp.
Valuation N/A
Financial Services
Price$10.91
Model IV—
P/IV—
Limited data — see page
UYSCR
UY Scuti Acquisition Corp.
Valuation N/A
Financial Services
Price$0.10
Model IV—
P/IV—
Limited data — see page
VABK
Virginia National Bankshares Corp
Deeply overvalued
Financial Services
Price$49.13
Model IV$31.48
P/IV1.49
Premium +56% Return to IV: -35.9%
VALU
VALUE LINE INC
Deeply overvalued
Financial Services
Price$43.50
Model IV$23.32
P/IV1.38
Premium +87% Return to IV: -46.4%
Market implies +4.5%/yr vs model 0.0% · above model
VBNK
VersaBank
Valuation N/A
Financial Services
Price$21.88
Model IV—
P/IV—
Limited data — see page
VCTR
Victory Capital Holdings, Inc.
Fairly valued
Financial Services
Price$111.72
Model IV$111.98
P/IV0.76
Discount 0% Return to IV: +0.2%
Market implies +9.6%/yr vs model +12.2% · in line
VECA
Vernal Capital Acquisition Corp.
Valuation N/A
Financial Services
Price$10.05
Model IV—
P/IV—
Limited data — see page
VEL
Velocity Financial, Inc.
Deeply undervalued
Financial Services
Price$14.91
Model IV$28.17
P/IV0.63
Discount 47% Return to IV: +88.9%
Market implies +9.1%/yr vs model +25.0% · below model
VHC
VirnetX Holding Corp
Deeply undervalued
Financial Services
Price$12.30
Model IV$179.24
P/IV0.07
Discount 93% Return to IV: +1,357.2%
VHCP
Vine Hill Capital Investment Corp. II
Valuation N/A
Financial Services
Price$10.07
Model IV—
P/IV—
Limited data — see page
VICI
VICI PROPERTIES INC.
Deeply undervalued
Financial Services
Price$22.79
Model IV$46.56
P/IV0.61
Discount 51% Return to IV: +104.3%
VINP
Vinci Compass Investments Ltd.
Valuation N/A
Financial Services
Price$11.00
Model IV—
P/IV—
Limited data — see page
VIRT
Virtu Financial, Inc.
Deeply undervalued
Financial Services
Price$57.81
Model IV$115.39
P/IV0.43
Discount 50% Return to IV: +99.6%
Market implies -3.1%/yr vs model +7.0% · below model
VIXM
ProShares Trust II
Deeply undervalued
Financial Services
Price$12.83
Model IV$25.20
P/IV0.51
Discount 49% Return to IV: +96.4%
VIXY
ProShares Trust II
Deeply undervalued
Financial Services
Price$16.50
Model IV$27.89
P/IV0.60
Discount 41% Return to IV: +69.0%
VLY
VALLEY NATIONAL BANCORP
Fairly valued
Financial Services
Price$12.75
Model IV$12.05
P/IV1.07
Premium +6% Return to IV: -5.5%
VLYPN
VALLEY NATIONAL BANCORP
Deeply overvalued
Financial Services
Price$24.86
Model IV$12.86
P/IV2.00
Premium +93% Return to IV: -48.3%
VLYPO
VALLEY NATIONAL BANCORP
Deeply overvalued
Financial Services
Price$24.83
Model IV$12.86
P/IV1.94
Premium +93% Return to IV: -48.2%
VLYPP
VALLEY NATIONAL BANCORP
Deeply overvalued
Financial Services
Price$25.01
Model IV$12.86
P/IV1.95
Premium +94% Return to IV: -48.6%
VMET
Versamet Royalties Corp
Deeply overvalued
Financial Services
Price$8.58
Model IV$3.18
P/IV3.02
Premium +170% Return to IV: -62.9%
VNME
Vendome Acquisition Corp I
Valuation N/A
Financial Services
Price$10.31
Model IV—
P/IV—
Limited data — see page
VNO
VORNADO REALTY TRUST
Deeply overvalued
Financial Services
Price$33.81
Model IV$7.74
P/IV4.42
Premium +337% Return to IV: -77.1%
VOYA
Voya Financial, Inc.
Deeply overvalued
Financial Services
Price$96.64
Model IV$68.72
P/IV1.18
Premium +41% Return to IV: -28.9%
VRME
VerifyMe, Inc.
Deeply overvalued
Financial Services
Price$8.98
Model IV$1.07
P/IV0.60
Premium +743% Return to IV: -88.1%
Market implies +46.9%/yr vs model +25.0% · above model