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Asset Management

Every analyzed stock in Asset Management — 449 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.

Asset Management risk
Near-term vs. long-term risk for this theme
⚡ Right now ?Near-term risk over roughly the next 3 months. Blends live market conditions (volatility, how far the S&P is from its highs, credit spreads, the yield curve, sentiment), how stretched valuations are, and what the smart money is doing. Higher = greater odds of a pullback. · next 0–3 months
47 /100 Elevated ▼ -3 slight
Long-term risk ?Long-term / structural risk — the market's underlying tide. Where valuations sit versus 145 years of history (Shiller CAPE) plus multi-year trends. A high reading means weak long-run return prospects even if the market feels calm right now. · structural · vs 145yr history
68 /100 High ◆ flat
▲ / ▼ = change vs ~7 days ago — red = risk rising, green = falling.
Inside the "right now" score — a 45 / 30 / 25 blend · 322 stocks valued
Conditions · 45% ?The live market weather: VIX (expected volatility), how far the S&P 500 is below its 52-week high, high-yield credit spreads, the 10-year vs 2-year yield curve, and the Fear & Greed index. Market-wide indices, not per-stock.
33 Moderate
Valuation · 30% ?How expensive stocks are versus our intrinsic-value models: the median price-to-value ratio and the share of stocks trading above what we think they are worth, across 322 stocks.
54 Elevated
Smart money · 25% ?What informed money is doing: short-selling activity plus corporate insiders buying or selling their own stock. Broken out below.
56 Elevated
Smart money — the three inputs
Short-selling ?Share of ALL US trading volume that is short sales (FINRA, ~12,000 symbols, market-wide). It normally sits near 45–50%, so readings above ~50% lean bearish and read as higher risk. Weighted 40% of Smart money.
54.2%
High
Buyers' strike ?Share of the sampled companies whose insiders bought NONE of their own stock on the open market in the last 12 months. The higher this runs, the more bearish (nobody's buying the dip in their own shares). Weighted 35%.
46%
Elevated
Net insider selling ?Share of the sampled companies whose insiders were net DISCRETIONARY sellers over 12 months (excludes scheduled 10b5-1 plans, which carry little signal). Around half is normal; well above that is bearish. Weighted 25%.
46%
Elevated
Black number = the raw figure; coloured bar & word = how it reads as risk. Insider inputs from 282 stocks (full universe); short-selling is market-wide.
Long-term risk: the long-term read runs high mainly because valuations sit near a historic extreme (Shiller CAPE) — a structural backdrop, not about this week.
Divergence: insiders are defensive while macro conditions (credit, curve, volatility) stay calm. Insiders are strong judges of their own companies but poor macro timers — historically this pattern favors selective stock-picking (see the opportunistic-buy signals) over exiting the market wholesale.
Scale (0–100): 0–20 Low · 20–40 Moderate · 40–60 Elevated · 60–80 High · 80–100 Extreme. "Right now" reads today's conditions; the "long-term" score is anchored to ~145 years of valuation history.
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 Riskiest Most overvalued Most shorted Buyers' strike Largest
This week in Asset Management
Asset Management — Sep 7 – Sep 11, 2026 (Wk 37): Asset Management Risk Rises; Firms Adjust Strategies Amid Volatility →
The asset management sector saw an increase in its risk score this week, with some firms adjusting their investment strategies to focus on defense, income, and growth. This comes as interest rate and stock market volatility…
BITW
Bitwise 10 Crypto Index ETF
Valuation N/A
Financial Services Risk 32 · Moderate
Price$51.90
Model IV—
P/IV—
Limited data — see page
BK
BK
Valuation N/A
Risk 60 · High
Price$143.98
Model IV—
P/IV—
Limited data — see page
BKKT
Bakkt, Inc.
Valuation N/A
Financial Services Risk 38 · Moderate
Price$8.18
Model IV—
P/IV—
Market implies -50.0%/yr vs model +50.0% · below model
BLK
BlackRock, Inc.
Deeply overvalued
Financial Services Risk 62 · High
Price$1,079.65
Model IV$344.49
P/IV3.04
Premium +213% Return to IV: -68.1%
Market implies +23.9%/yr vs model +9.9% · above model
BMA
Macro Bank Inc.
Valuation N/A
Financial Services Risk 52 · Elevated
Price$77.02
Model IV—
P/IV—
Limited data — see page
BMO
BANK OF MONTREAL /CAN/
Valuation N/A
Financial Services Risk 33 · Moderate
Price$174.88
Model IV—
P/IV—
Limited data — see page
BN
BROOKFIELD Corp /ON/
Valuation N/A
Real Estate
Price$37.61
Model IV—
P/IV—
Limited data — see page
BNH
BROOKFIELD Corp /ON/
Valuation N/A
Real Estate
Price$14.86
Model IV—
P/IV—
Limited data — see page
BNJ
BROOKFIELD Corp /ON/
Valuation N/A
Real Estate
Price$14.60
Model IV—
P/IV—
Limited data — see page
BNL
Broadstone Net Lease, Inc.
Deeply undervalued
Financial Services Risk 33 · Moderate
Price$19.97
Model IV$29.56
P/IV0.68
Discount 32% Return to IV: +48.0%
BNS
BANK OF NOVA SCOTIA
Valuation N/A
Financial Services Risk 41 · Elevated
Price$93.45
Model IV—
P/IV—
Limited data — see page
BNT
Brookfield Wealth Solutions Ltd.
Deeply undervalued
Financial Services Risk 23 · Moderate
Price$38.19
Model IV$68.85
P/IV0.66
Discount 45% Return to IV: +80.3%
BNY
Bank of New York Mellon Corp
Deeply overvalued
Financial Services Risk 73 · High
Price$162.66
Model IV$59.86
P/IV2.33
Premium +172% Return to IV: -63.2%
BOH
BANK OF HAWAII CORP
Deeply overvalued
Financial Services Risk 67 · High
Price$75.80
Model IV$58.91
P/IV1.30
Premium +29% Return to IV: -22.3%
BOKF
BOK FINANCIAL CORP
Overvalued
Financial Services Risk 56 · Elevated
Price$135.69
Model IV$103.78
P/IV1.23
Premium +31% Return to IV: -23.5%
BPRE
Bluerock Private Real Estate Fund
Valuation N/A
Unknown
Price$12.15
Model IV—
P/IV—
Limited data — see page
BR
BROADRIDGE FINANCIAL SOLUTIONS, INC.
Deeply undervalued
Technology Risk 30 · Moderate
Price$167.74
Model IV$274.10
P/IV0.56
Discount 39% Return to IV: +63.4%
Market implies +1.3%/yr vs model +9.5% · below model
BRBI
BRBI BR Partners S.A.
Valuation N/A
Financial Services Risk 40 · Elevated
Price$11.20
Model IV—
P/IV—
Limited data — see page
BSAC
BANCO SANTANDER CHILE
Valuation N/A
Financial Services Risk 52 · Elevated
Price$35.19
Model IV—
P/IV—
Limited data — see page
BSOL
Bitwise Solana Staking ETF
Valuation N/A
Financial Services Risk 32 · Moderate
Price$14.21
Model IV—
P/IV—
Limited data — see page
BUR
Burford Capital Ltd
Deeply overvalued
Financial Services Risk 57 · Elevated
Price$4.35
Model IV$1.06
P/IV4.38
Premium +310% Return to IV: -75.6%
Market implies +26.6%/yr vs model +17.4% · above model
BUSE
FIRST BUSEY CORP /NV/
Fairly valued
Financial Services Risk 48 · Elevated
Price$30.44
Model IV$29.68
P/IV0.92
Premium +3% Return to IV: -2.5%
BUSEP
FIRST BUSEY CORP /NV/
Undervalued
Financial Services Risk 38 · Moderate
Price$25.95
Model IV$31.63
P/IV0.81
Discount 18% Return to IV: +21.9%
BVC
BitVentures Ltd
Valuation N/A
Financial Services Risk 44 · Elevated
Price$16.08
Model IV—
P/IV—
Market implies +55.9%/yr vs model +15.0% · above model
BWFG
Bankwell Financial Group, Inc.
Overvalued
Financial Services Risk 45 · Elevated
Price$68.25
Model IV$55.76
P/IV0.94
Premium +22% Return to IV: -18.3%
BX
Blackstone Inc.
Deeply overvalued
Financial Services Risk 58 · Elevated
Price$128.29
Model IV$25.63
P/IV4.56
Premium +401% Return to IV: -80.0%
Market implies +18.0%/yr vs model -5.0% · above model
C
CITIGROUP INC
Deeply overvalued
Financial Services Risk 67 · High
Price$138.82
Model IV$85.38
P/IV1.47
Premium +63% Return to IV: -38.5%
CAC
CAMDEN NATIONAL CORP
Overvalued
Financial Services Risk 62 · High
Price$57.94
Model IV$40.01
P/IV1.25
Premium +45% Return to IV: -30.9%
CBNK
Capital Bancorp Inc
Fairly valued
Financial Services Risk 50 · Elevated
Price$36.25
Model IV$34.98
P/IV0.91
Premium +4% Return to IV: -3.5%
CBSH
COMMERCE BANCSHARES INC /MO/
Fairly valued
Financial Services Risk 45 · Elevated
Price$58.25
Model IV$49.68
P/IV1.05
Premium +17% Return to IV: -14.7%
CCBG
CAPITAL CITY BANK GROUP INC
Overvalued
Financial Services Risk 46 · Elevated
Price$50.70
Model IV$38.35
P/IV1.19
Premium +32% Return to IV: -24.4%
CCNE
CNB FINANCIAL CORP/PA
Fairly valued
Financial Services Risk 44 · Elevated
Price$34.48
Model IV$36.03
P/IV0.85
Discount 4% Return to IV: +4.5%
CCNEP
CNB FINANCIAL CORP/PA
Deeply undervalued
Financial Services Risk 33 · Moderate
Price$24.75
Model IV$39.21
P/IV0.63
Discount 37% Return to IV: +58.4%
CFFI
C & F FINANCIAL CORP
Undervalued
Financial Services Risk 49 · Elevated
Price$95.00
Model IV$87.23
P/IV0.85
Premium +9% Return to IV: -8.2%
CFFN
Capitol Federal Financial, Inc.
Deeply overvalued
Financial Services Risk 62 · High
Price$8.82
Model IV$5.97
P/IV1.30
Premium +48% Return to IV: -32.3%
CFG
CITIZENS FINANCIAL GROUP INC/RI
Deeply overvalued
Financial Services Risk 57 · Elevated
Price$70.48
Model IV$47.88
P/IV1.30
Premium +47% Return to IV: -32.1%
CFR
CULLEN/FROST BANKERS, INC.
Overvalued
Financial Services Risk 57 · Elevated
Price$163.39
Model IV$128.63
P/IV1.05
Premium +27% Return to IV: -21.3%
CG
Carlyle Group Inc.
Valuation N/A
Financial Services Risk 36 · Moderate
Price$42.34
Model IV—
P/IV—
Market implies +59.5%/yr vs model +2.0% · above model
CGABL
Carlyle Group Inc.
Deeply overvalued
Financial Services Risk 48 · Elevated
Price$15.89
Model IV$11.24
P/IV1.47
Premium +41% Return to IV: -29.3%
Market implies -1.3%/yr vs model +2.0% · below model
CHCO
CITY HOLDING CO
Overvalued
Financial Services Risk 62 · High
Price$143.96
Model IV$100.56
P/IV1.24
Premium +43% Return to IV: -30.1%
CHMG
CHEMUNG FINANCIAL CORP
Fairly valued
Financial Services Risk 50 · Elevated
Price$85.10
Model IV$71.94
P/IV0.95
Premium +18% Return to IV: -15.5%
CIB
Grupo Cibest S.A.
Valuation N/A
Financial Services Risk 62 · High
Price$101.84
Model IV—
P/IV—
Limited data — see page
CII
BlackRock Enhanced Large Cap Core Fund, Inc.
Valuation N/A
Unknown
Price$24.18
Model IV—
P/IV—
Limited data — see page
CIK
CREDIT SUISSE ASSET MANAGEMENT INCOME FUND, INC.
Valuation N/A
Unknown
Price$2.38
Model IV—
P/IV—
Limited data — see page
CIVB
CIVISTA BANCSHARES, INC.
Undervalued
Financial Services Risk 28 · Moderate
Price$27.55
Model IV$36.61
P/IV0.71
Discount 25% Return to IV: +32.9%
CJMB
CALLAN JMB INC.
Deeply overvalued
Technology Risk 46 · Elevated
Price$2.24
Model IV$0.72
P/IV1.01
Premium +211% Return to IV: -67.9%
Market implies +13.2%/yr vs model +2.0% · above model
CLST
Catalyst Bancorp, Inc.
Overvalued
Financial Services Risk 60 · High
Price$18.05
Model IV$12.29
P/IV1.30
Premium +47% Return to IV: -31.9%
CMTV
COMMUNITY BANCORP /VT
Overvalued
Financial Services Risk 55 · Elevated
Price$40.49
Model IV$31.37
P/IV1.15
Premium +29% Return to IV: -22.5%
CNCK
Coincheck Group N.V.
Valuation N/A
Financial Services Risk 55 · Elevated
Price$1.92
Model IV—
P/IV—
Limited data — see page
CNCKW
Coincheck Group N.V.
Valuation N/A
Financial Services Risk 31 · Moderate
Price$0.31
Model IV—
P/IV—
Market implies -50.0%/yr vs model +37.6% · below model
CNOB
ConnectOne Bancorp, Inc.
Overvalued
Financial Services Risk 52 · Elevated
Price$31.86
Model IV$26.67
P/IV1.13
Premium +19% Return to IV: -16.3%
CNS
COHEN & STEERS, INC.
Valuation N/A
Financial Services Risk 55 · Elevated
Price$72.34
Model IV—
P/IV—
Market implies +38.5%/yr vs model +2.0% · above model
COFS
CHOICEONE FINANCIAL SERVICES INC
Fairly valued
Financial Services Risk 41 · Elevated
Price$34.15
Model IV$34.53
P/IV0.91
Discount 1% Return to IV: +1.1%
COHN
Cohen & Co Inc.
Deeply undervalued
Financial Services Risk 34 · Moderate
Price$10.81
Model IV$26.69
P/IV0.41
Discount 59% Return to IV: +146.9%
Market implies -4.2%/yr vs model +14.4% · below model
CPF
CENTRAL PACIFIC FINANCIAL CORP
Deeply undervalued
Financial Services Risk 35 · Moderate
Price$37.83
Model IV$28.38
P/IV0.25
Premium +33% Return to IV: -25.0%
CSHR
CoinShares PLC
Valuation N/A
Financial Services Risk 60 · High
Price$5.36
Model IV—
P/IV—
Limited data — see page
CSHRW
CoinShares PLC
Valuation N/A
Financial Services Risk 54 · Elevated
Price$1.13
Model IV—
P/IV—
Limited data — see page
CTBI
COMMUNITY TRUST BANCORP INC /KY/
Overvalued
Financial Services Risk 52 · Elevated
Price$77.67
Model IV$56.24
P/IV1.19
Premium +38% Return to IV: -27.6%
CURB
Curbline Properties Corp.
Deeply undervalued
Real Estate Risk 26 · Moderate
Price$29.32
Model IV$53.19
P/IV0.55
Discount 45% Return to IV: +81.4%
Market implies +10.9%/yr vs model +25.0% · below model
CVBF
CVB FINANCIAL CORP
Overvalued
Financial Services Risk 52 · Elevated
Price$22.91
Model IV$18.72
P/IV1.09
Premium +22% Return to IV: -18.3%