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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…
CWD
CaliberCos Inc.
Valuation N/A
Real Estate Risk 33 · Moderate
Price$0.51
Model IV—
P/IV—
Market implies -20.9%/yr vs model +2.0% · below model
CZNC
CITIZENS & NORTHERN CORP
Fairly valued
Financial Services Risk 46 · Elevated
Price$25.97
Model IV$21.37
P/IV0.99
Premium +22% Return to IV: -17.7%
CZWI
Citizens Community Bancorp Inc.
Deeply overvalued
Financial Services Risk 65 · High
Price$21.88
Model IV$15.00
P/IV1.36
Premium +46% Return to IV: -31.4%
DB
DEUTSCHE BANK AKTIENGESELLSCHAFT
Valuation N/A
Financial Services Risk 54 · Elevated
Price$40.48
Model IV—
P/IV—
Limited data — see page
DEVS
DevvStream Corp.
Deeply overvalued
Financial Services Risk 65 · High
Price$0.15
Model IV$0.08
P/IV3.64
Premium +85% Return to IV: -46.1%
DGNX
Diginex Ltd
Valuation N/A
Technology Risk 40 · Elevated
Price$1.37
Model IV—
P/IV—
Limited data — see page
DGP
DEUTSCHE BANK AKTIENGESELLSCHAFT
Valuation N/A
Financial Services Risk 52 · Elevated
Price$156.78
Model IV—
P/IV—
Limited data — see page
DGZ
DEUTSCHE BANK AKTIENGESELLSCHAFT
Valuation N/A
Financial Services Risk 32 · Moderate
Price$5.16
Model IV—
P/IV—
Limited data — see page
DOMH
Dominari Holdings Inc.
Deeply undervalued
Financial Services Risk 40 · Elevated
Price$2.23
Model IV$4.40
P/IV0.84
Discount 49% Return to IV: +97.4%
Market implies -8.6%/yr vs model +15.0% · below model
DRH
DiamondRock Hospitality Co
Deeply overvalued
Financial Services Risk 57 · Elevated
Price$12.20
Model IV$8.41
P/IV1.31
Premium +45% Return to IV: -31.1%
EBC
Eastern Bankshares, Inc.
Deeply overvalued
Financial Services Risk 55 · Elevated
Price$21.60
Model IV$15.14
P/IV1.30
Premium +43% Return to IV: -29.9%
EBMT
Eagle Bancorp Montana, Inc.
Overvalued
Financial Services Risk 64 · High
Price$22.40
Model IV$18.28
P/IV1.21
Premium +23% Return to IV: -18.4%
EFSC
ENTERPRISE FINANCIAL SERVICES CORP
Fairly valued
Financial Services Risk 48 · Elevated
Price$64.14
Model IV$60.64
P/IV1.00
Premium +6% Return to IV: -5.5%
EFSCP
ENTERPRISE FINANCIAL SERVICES CORP
Deeply undervalued
Financial Services Risk 27 · Moderate
Price$17.59
Model IV$60.73
P/IV0.33
Discount 71% Return to IV: +245.2%
EGBN
EAGLE BANCORP INC
Fairly valued
Financial Services Risk 53 · Elevated
Price$27.98
Model IV$29.23
P/IV0.93
Discount 4% Return to IV: +4.5%
EIM
Eaton Vance Municipal Bond Fund
Valuation N/A
Unknown
Price$9.33
Model IV—
P/IV—
Limited data — see page
ELME
Elme Communities
Deeply undervalued
Financial Services Risk 38 · Moderate
Price$1.66
Model IV$8.59
P/IV0.24
Discount 81% Return to IV: +417.7%
EQBK
EQUITY BANCSHARES INC
Fairly valued
Financial Services Risk 52 · Elevated
Price$50.23
Model IV$45.25
P/IV1.02
Premium +11% Return to IV: -9.9%
EVR
Evercore Inc.
Deeply overvalued
Financial Services Risk 56 · Elevated
Price$275.49
Model IV$139.44
P/IV2.44
Premium +98% Return to IV: -49.4%
Market implies +15.1%/yr vs model +5.9% · above model
FBIZ
FIRST BUSINESS FINANCIAL SERVICES, INC.
Fairly valued
Financial Services Risk 49 · Elevated
Price$72.76
Model IV$66.34
P/IV0.87
Premium +10% Return to IV: -8.8%
FBNC
FIRST BANCORP /NC/
Deeply overvalued
Financial Services Risk 73 · High
Price$64.30
Model IV$34.91
P/IV1.69
Premium +84% Return to IV: -45.7%
FBP
FIRST BANCORP /PR/
Fairly valued
Financial Services Risk 48 · Elevated
Price$27.69
Model IV$26.32
P/IV0.91
Premium +5% Return to IV: -4.9%
FCAP
FIRST CAPITAL INC
Overvalued
Financial Services Risk 69 · High
Price$62.65
Model IV$48.50
P/IV1.27
Premium +29% Return to IV: -22.6%
FCBC
FIRST COMMUNITY BANKSHARES INC /VA/
Deeply overvalued
Financial Services Risk 68 · High
Price$47.39
Model IV$28.61
P/IV1.51
Premium +66% Return to IV: -39.6%
FCCO
FIRST COMMUNITY CORP /SC/
Deeply overvalued
Financial Services Risk 57 · Elevated
Price$34.23
Model IV$23.54
P/IV1.28
Premium +45% Return to IV: -31.2%
FCF
FIRST COMMONWEALTH FINANCIAL CORP /PA/
Deeply overvalued
Financial Services Risk 68 · High
Price$21.31
Model IV$20.95
P/IV2.11
Premium +2% Return to IV: -1.7%
FCNCA
FIRST CITIZENS BANCSHARES INC /DE/
Fairly valued
Financial Services Risk 48 · Elevated
Price$2,173.88
Model IV$2,114.74
P/IV0.94
Premium +3% Return to IV: -2.7%
FCNCN
FIRST CITIZENS BANCSHARES INC /DE/
Valuation N/A
Financial Services Risk 36 · Moderate
Price$23.49
Model IV—
P/IV—
Limited data — see page
FCNCO
FIRST CITIZENS BANCSHARES INC /DE/
Valuation N/A
Financial Services Risk 36 · Moderate
Price$19.73
Model IV—
P/IV—
Limited data — see page
FCNCP
FIRST CITIZENS BANCSHARES INC /DE/
Valuation N/A
Financial Services Risk 36 · Moderate
Price$19.30
Model IV—
P/IV—
Limited data — see page
FDBC
FIDELITY D & D BANCORP INC
Fairly valued
Financial Services Risk 55 · Elevated
Price$54.75
Model IV$44.50
P/IV1.05
Premium +23% Return to IV: -18.7%
FDS
FACTSET RESEARCH SYSTEMS INC
Deeply undervalued
Technology Risk 38 · Moderate
Price$259.71
Model IV$486.55
P/IV0.50
Discount 47% Return to IV: +87.3%
Market implies +0.8%/yr vs model +10.5% · below model
FFBC
FIRST FINANCIAL BANCORP /OH/
Fairly valued
Financial Services Risk 57 · Elevated
Price$32.50
Model IV$30.14
P/IV1.02
Premium +8% Return to IV: -7.3%
FFIN
FIRST FINANCIAL BANKSHARES INC
Deeply overvalued
Financial Services Risk 67 · High
Price$33.16
Model IV$19.71
P/IV1.66
Premium +68% Return to IV: -40.6%
FGBI
First Guaranty Bancshares, Inc.
Fairly valued
Financial Services Risk 42 · Elevated
Price$8.36
Model IV$8.16
P/IV1.17
Premium +2% Return to IV: -2.4%
FGBIP
First Guaranty Bancshares, Inc.
Deeply overvalued
Financial Services Risk 71 · High
Price$17.70
Model IV$9.78
P/IV2.05
Premium +81% Return to IV: -44.7%
FGDL
Franklin Templeton Holdings Trust
Deeply overvalued
Financial Services Risk 60 · High
Price$57.87
Model IV$24.65
P/IV2.45
Premium +135% Return to IV: -57.4%
FGNXP
FG Nexus Inc.
Valuation N/A
Financial Services Risk 42 · Elevated
Price$23.32
Model IV—
P/IV—
Market implies +43.8%/yr vs model +2.0% · above model
FHB
FIRST HAWAIIAN, INC.
Fairly valued
Financial Services Risk 46 · Elevated
Price$25.76
Model IV$23.02
P/IV1.17
Premium +12% Return to IV: -10.6%
FHI
FEDERATED HERMES, INC.
Deeply undervalued
Financial Services Risk 37 · Moderate
Price$59.57
Model IV$97.00
P/IV0.58
Discount 39% Return to IV: +62.8%
Market implies +3.6%/yr vs model +12.3% · below model
FHN
FIRST HORIZON CORP
Overvalued
Financial Services Risk 56 · Elevated
Price$24.47
Model IV$18.75
P/IV1.29
Premium +31% Return to IV: -23.4%
FIBK
FIRST INTERSTATE BANCSYSTEM INC
Overvalued
Financial Services Risk 67 · High
Price$36.92
Model IV$28.40
P/IV1.25
Premium +30% Return to IV: -23.1%
FIP
FTAI Infrastructure Inc.
Fairly valued
Industrials Risk 41 · Elevated
Price$3.31
Model IV$5.05
P/IV0.88
Discount 34% Return to IV: +52.6%
Market implies -2.5%/yr vs model +43.0% · below model
FISI
FINANCIAL INSTITUTIONS INC
Fairly valued
Financial Services Risk 42 · Elevated
Price$40.92
Model IV$35.35
P/IV1.02
Premium +16% Return to IV: -13.6%
FITB
FIFTH THIRD BANCORP
Overvalued
Financial Services Risk 71 · High
Price$54.72
Model IV$40.54
P/IV1.23
Premium +35% Return to IV: -25.9%
FITBI
FIFTH THIRD BANCORP
Deeply undervalued
Financial Services Risk 29 · Moderate
Price$25.69
Model IV$46.20
P/IV0.55
Discount 44% Return to IV: +79.8%
FITBM
FIFTH THIRD BANCORP
Deeply undervalued
Financial Services Risk 28 · Moderate
Price$26.00
Model IV$46.20
P/IV0.56
Discount 44% Return to IV: +77.7%
FITBO
FIFTH THIRD BANCORP
Deeply undervalued
Financial Services Risk 32 · Moderate
Price$18.36
Model IV$46.20
P/IV0.40
Discount 60% Return to IV: +151.6%
FITBP
FIFTH THIRD BANCORP
Deeply undervalued
Financial Services Risk 30 · Moderate
Price$23.52
Model IV$46.20
P/IV0.51
Discount 49% Return to IV: +96.4%
FLG
FLAGSTAR BANK, NATIONAL ASSOCIATION
Fairly valued
Financial Services Risk 51 · Elevated
Price$13.18
Model IV$11.89
P/IV1.18
Premium +11% Return to IV: -9.8%
FMBH
FIRST MID BANCSHARES, INC.
Overvalued
Financial Services Risk 57 · Elevated
Price$51.02
Model IV$38.12
P/IV1.16
Premium +34% Return to IV: -25.3%
FMNB
FARMERS NATIONAL BANC CORP /OH/
Fairly valued
Financial Services Risk 45 · Elevated
Price$15.74
Model IV$13.84
P/IV1.02
Premium +14% Return to IV: -12.1%
FNLC
First Bancorp, Inc /ME/
Fairly valued
Financial Services Risk 46 · Elevated
Price$35.68
Model IV$31.12
P/IV0.94
Premium +15% Return to IV: -12.8%
FNWB
First Northwest Bancorp
Fairly valued
Financial Services Risk 42 · Elevated
Price$10.45
Model IV$9.85
P/IV1.01
Premium +6% Return to IV: -5.7%
FNWD
Finward Bancorp
Fairly valued
Financial Services Risk 55 · Elevated
Price$43.17
Model IV$30.50
P/IV1.08
Premium +42% Return to IV: -29.4%
FRAF
FRANKLIN FINANCIAL SERVICES CORP /PA/
Overvalued
Financial Services Risk 65 · High
Price$63.54
Model IV$47.05
P/IV1.24
Premium +35% Return to IV: -26.0%
FRHC
Freedom Holding Corp.
Deeply undervalued
Financial Services Risk 33 · Moderate
Price$165.34
Model IV$570.03
P/IV0.25
Discount 71% Return to IV: +244.8%
Market implies -7.8%/yr vs model +12.0% · below model
FRME
FIRST MERCHANTS CORP
Fairly valued
Financial Services Risk 38 · Moderate
Price$41.11
Model IV$46.10
P/IV0.87
Discount 11% Return to IV: +12.1%
FRMEP
FIRST MERCHANTS CORP
Deeply undervalued
Financial Services Risk 38 · Moderate
Price$25.15
Model IV$45.51
P/IV0.55
Discount 45% Return to IV: +81.0%
FRMI
Fermi Inc.
Deeply overvalued
Financial Services Risk 70 · High
Price$4.74
Model IV$1.63
P/IV4.29
Premium +191% Return to IV: -65.6%