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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.
VRTS
VIRTUS INVESTMENT PARTNERS, INC.
Deeply overvalued
Financial Services
Price$131.59
Model IV$65.20
P/IV2.19
Premium +102% Return to IV: -50.5%
Market implies +8.4%/yr vs model +2.0% · above model
VTR
Ventas, Inc.
Deeply overvalued
Financial Services
Price$81.76
Model IV$48.99
P/IV1.72
Premium +67% Return to IV: -40.1%
VYLD
JPMORGAN CHASE & CO
Deeply undervalued
Financial Services
Price$31.26
Model IV$250.23
P/IV0.12
Discount 88% Return to IV: +700.5%
WABC
WESTAMERICA BANCORPORATION
Overvalued
Financial Services
Price$59.59
Model IV$50.69
P/IV1.19
Premium +18% Return to IV: -14.9%
WAFD
WAFD INC
Undervalued
Financial Services
Price$29.74
Model IV$37.71
P/IV0.94
Discount 21% Return to IV: +26.8%
WAFDP
WAFD INC
Deeply undervalued
Financial Services
Price$15.18
Model IV$34.65
P/IV0.47
Discount 56% Return to IV: +128.3%
WAL
WESTERN ALLIANCE BANCORPORATION
Fairly valued
Financial Services
Price$75.50
Model IV$74.21
P/IV1.07
Premium +2% Return to IV: -1.7%
WASH
WASHINGTON TRUST BANCORP INC
Deeply overvalued
Financial Services
Price$37.35
Model IV$27.87
P/IV1.37
Premium +34% Return to IV: -25.4%
WBS
WEBSTER FINANCIAL CORP
Deeply overvalued
Financial Services
Price$77.57
Model IV$59.42
P/IV1.22
Premium +31% Return to IV: -23.4%
WD
Walker & Dunlop, Inc.
Overvalued
Financial Services
Price$34.39
Model IV$29.32
P/IV1.26
Premium +17% Return to IV: -14.7%
Market implies +5.7%/yr vs model +5.5% · in line
WDH
Waterdrop Inc.
Valuation N/A
Financial Services
Price$1.02
Model IV—
P/IV—
Market implies +21.5%/yr vs model +3.1% · above model
WEAT
Teucrium Commodity Trust
Valuation N/A
Financial Services
Price$24.76
Model IV—
P/IV—
Limited data — see page
WELL
WELLTOWER INC.
Deeply overvalued
Financial Services
Price$223.04
Model IV$73.78
P/IV2.78
Premium +202% Return to IV: -66.9%
WENC
West Enclave Merger Corp.
Valuation N/A
Financial Services
Price$10.02
Model IV—
P/IV—
Limited data — see page
WENN
WEN Acquisition Corp
Valuation N/A
Financial Services
Price$10.43
Model IV—
P/IV—
Limited data — see page
WF
WOORI FINANCIAL GROUP INC.
Valuation N/A
Financial Services
Price$72.67
Model IV—
P/IV—
Limited data — see page
WFC
WELLS FARGO & COMPANY/MN
Overvalued
Financial Services
Price$82.03
Model IV$69.00
P/IV1.20
Premium +19% Return to IV: -15.9%
WHG
WESTWOOD HOLDINGS GROUP INC
Undervalued
Financial Services
Price$19.20
Model IV$25.79
P/IV0.72
Discount 26% Return to IV: +34.3%
Market implies +0.3%/yr vs model +7.9% · below model
WHLR
Wheeler Real Estate Investment Trust, Inc.
Valuation N/A
Financial Services
Price$0.70
Model IV—
P/IV—
Limited data — see page
WHLRD
Wheeler Real Estate Investment Trust, Inc.
Valuation N/A
Financial Services
Price$35.30
Model IV—
P/IV—
Limited data — see page
WHLRL
Wheeler Real Estate Investment Trust, Inc.
Deeply undervalued
Financial Services
Price$85.00
Model IV$1,281.72
P/IV0.06
Discount 93% Return to IV: +1,407.9%
WHLRP
Wheeler Real Estate Investment Trust, Inc.
Valuation N/A
Financial Services
Price$12.89
Model IV—
P/IV—
Limited data — see page
WLII
Willow Lane Acquisition Corp. II
Valuation N/A
Financial Services
Price$10.25
Model IV—
P/IV—
Limited data — see page
WLTH
WEALTHFRONT CORP
Overvalued
Financial Services
Price$10.89
Model IV$8.93
P/IV1.10
Premium +22% Return to IV: -18.0%
Market implies +3.0%/yr vs model +29.8% · below model
WNEB
Western New England Bancorp, Inc.
Deeply overvalued
Financial Services
Price$13.70
Model IV$8.20
P/IV1.67
Premium +67% Return to IV: -40.1%
WPAC
White Pearl Acquisition Corp.
Valuation N/A
Financial Services
Price$10.09
Model IV—
P/IV—
Limited data — see page
WPC
W. P. Carey Inc.
Overvalued
Financial Services
Price$63.13
Model IV$52.70
P/IV1.41
Premium +20% Return to IV: -16.5%
WRB
BERKLEY W R CORP
Deeply overvalued
Financial Services
Price$72.05
Model IV$54.27
P/IV1.17
Premium +33% Return to IV: -24.7%
WRLD
WORLD ACCEPTANCE CORP
Deeply undervalued
Financial Services
Price$180.20
Model IV$755.88
P/IV0.23
Discount 76% Return to IV: +319.5%
Market implies -17.4%/yr vs model +5.6% · below model
WSBC
WESBANCO INC
Fairly valued
Financial Services
Price$36.96
Model IV$36.60
P/IV1.16
Premium +1% Return to IV: -1.0%
WSBCO
WESBANCO INC
Deeply undervalued
Financial Services
Price$25.00
Model IV$37.25
P/IV0.68
Discount 33% Return to IV: +49.0%
WSBF
Waterstone Financial, Inc.
Deeply overvalued
Financial Services
Price$19.58
Model IV$14.42
P/IV1.45
Premium +36% Return to IV: -26.4%
WSBK
Winchester Bancorp, Inc./MD/
Deeply overvalued
Financial Services
Price$12.90
Model IV$6.60
P/IV1.97
Premium +96% Return to IV: -48.9%
WSFS
WSFS FINANCIAL CORP
Deeply overvalued
Financial Services
Price$75.41
Model IV$53.69
P/IV1.43
Premium +40% Return to IV: -28.8%
WSR
Whitestone REIT
Deeply overvalued
Financial Services
Price$18.99
Model IV$13.00
P/IV1.47
Premium +46% Return to IV: -31.5%
WSTN
Westin Acquisition Corp
Valuation N/A
Financial Services
Price$10.25
Model IV—
P/IV—
Limited data — see page
WSTNR
Westin Acquisition Corp
Valuation N/A
Financial Services
Price$0.16
Model IV—
P/IV—
Limited data — see page
WT
WisdomTree, Inc.
Deeply overvalued
Financial Services
Price$22.68
Model IV$14.89
P/IV1.28
Premium +52% Return to IV: -34.3%
Market implies +15.1%/yr vs model +11.4% · above model
WTBA
WEST BANCORPORATION INC
Deeply overvalued
Financial Services
Price$28.78
Model IV$18.73
P/IV1.53
Premium +54% Return to IV: -34.9%
WTF
Waton Financial Ltd
Valuation N/A
Financial Services
Price$2.35
Model IV—
P/IV—
Market implies +32.6%/yr vs model +24.5% · above model
WTFC
WINTRUST FINANCIAL CORP
Fairly valued
Financial Services
Price$144.20
Model IV$131.59
P/IV1.09
Premium +10% Return to IV: -8.7%
WTFCN
WINTRUST FINANCIAL CORP
Deeply undervalued
Financial Services
Price$25.50
Model IV$127.36
P/IV0.21
Discount 80% Return to IV: +399.5%
WTM
WHITE MOUNTAINS INSURANCE GROUP LTD
Deeply undervalued
Financial Services
Price$2,059.77
Model IV$3,000.53
P/IV0.69
Discount 31% Return to IV: +45.7%
WTW
WILLIS TOWERS WATSON PLC
Undervalued
Financial Services
Price$297.86
Model IV$415.72
P/IV0.60
Discount 28% Return to IV: +39.6%
Market implies +2.1%/yr vs model +7.7% · below model
WULF
TERAWULF INC.
Valuation N/A
Financial Services
Price$13.65
Model IV—
P/IV—
Market implies +75.1%/yr
WY
WEYERHAEUSER CO
Deeply overvalued
Financial Services
Price$19.17
Model IV$9.09
P/IV2.33
Premium +111% Return to IV: -52.6%
WYFI
WhiteFiber, Inc.
Deeply overvalued
Financial Services
Price$15.75
Model IV$4.19
P/IV4.55
Premium +276% Return to IV: -73.4%
Market implies +27.1%/yr vs model +50.0% · below model
XCBE
X3 Acquisition Corp. Ltd.
Valuation N/A
Financial Services
Price$10.03
Model IV—
P/IV—
Limited data — see page
XELB
XCel Brands, Inc.
Deeply overvalued
Financial Services
Price$0.64
Model IV$0.18
P/IV4.69
Premium +256% Return to IV: -71.9%
XFLH
XFLH Capital Corp
Valuation N/A
Financial Services
Price$10.10
Model IV—
P/IV—
Limited data — see page
XHG
XChange TEC.INC
Valuation N/A
Financial Services
Price$2.30
Model IV—
P/IV—
Market implies +131.4%/yr vs model +2.0% · above model
XP
XP Inc.
Valuation N/A
Financial Services
Price$30.21
Model IV—
P/IV—
Limited data — see page
XRN
Chiron Real Estate Inc.
Valuation N/A
Financial Services
Price$34.10
Model IV—
P/IV—
Limited data — see page
XRPN
Armada Acquisition Corp. II
Valuation N/A
Financial Services
Price$24.20
Model IV—
P/IV—
Limited data — see page
XSLL
Xsolla SPAC 1
Valuation N/A
Financial Services
Price$10.00
Model IV—
P/IV—
Limited data — see page
XTER
Karman Line Acquisition Corp.
Valuation N/A
Financial Services
Price$9.79
Model IV—
P/IV—
Limited data — see page
XXI
Twenty One Capital, Inc.
Valuation N/A
Financial Services
Price$6.32
Model IV—
P/IV—
Limited data — see page
XYF
X Financial
Deeply undervalued
Financial Services
Price$5.07
Model IV$14.32
P/IV0.37
Discount 65% Return to IV: +182.5%
Market implies -7.2%/yr vs model +10.9% · below model
YB
Yuanbao Inc.
Valuation N/A
Financial Services
Price$12.24
Model IV—
P/IV—
Limited data — see page
YCL
ProShares Trust II
Deeply undervalued
Financial Services
Price$18.22
Model IV$27.89
P/IV0.65
Discount 35% Return to IV: +53.1%