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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…
JMSB
John Marshall Bancorp, Inc.
Overvalued
Financial Services Risk 62 · High
Price$23.05
Model IV$16.55
P/IV1.28
Premium +39% Return to IV: -28.2%
JPM
JPMORGAN CHASE & CO
Deeply overvalued
Financial Services Risk 71 · High
Price$356.23
Model IV$234.24
P/IV1.51
Premium +52% Return to IV: -34.2%
KB
KB Financial Group Inc.
Valuation N/A
Financial Services Risk 30 · Moderate
Price$132.01
Model IV—
P/IV—
Limited data — see page
KEY
KEYCORP /NEW/
Overvalued
Financial Services Risk 68 · High
Price$21.84
Model IV$16.82
P/IV1.27
Premium +30% Return to IV: -23.0%
KKR
KKR & Co. Inc.
Deeply overvalued
Financial Services Risk 58 · Elevated
Price$101.08
Model IV$19.82
P/IV4.84
Premium +410% Return to IV: -80.4%
Market implies +24.9%/yr vs model +4.7% · above model
KKRS
KKR & Co. Inc.
Deeply undervalued
Financial Services Risk 27 · Moderate
Price$15.84
Model IV$50.57
P/IV0.32
Discount 69% Return to IV: +219.3%
Market implies -23.9%/yr vs model +4.7% · below model
KKRT
KKR & Co. Inc.
Deeply undervalued
Financial Services Risk 29 · Moderate
Price$22.65
Model IV$50.57
P/IV0.48
Discount 55% Return to IV: +123.3%
Market implies -18.4%/yr vs model +4.7% · below model
KW
Kennedy-Wilson Holdings, Inc.
Deeply overvalued
Real Estate Risk 61 · High
Price$10.92
Model IV$5.43
P/IV2.03
Premium +101% Return to IV: -50.3%
Market implies +2.3%/yr vs model +2.5% · in line
LAZ
Lazard, Inc.
Deeply overvalued
Financial Services Risk 64 · High
Price$41.10
Model IV$13.76
P/IV3.44
Premium +199% Return to IV: -66.5%
Market implies +19.9%/yr vs model +4.7% · above model
LCLN
Lincoln International, Inc.
Valuation N/A
Financial Services
Price$26.81
Model IV—
P/IV—
Limited data — see page
LCNB
LCNB CORP
Fairly valued
Financial Services Risk 55 · Elevated
Price$19.11
Model IV$15.24
P/IV1.12
Premium +25% Return to IV: -20.2%
LGHL
Lion Group Holding Ltd
Valuation N/A
Financial Services Risk 50 · Elevated
Price$8.30
Model IV—
P/IV—
Limited data — see page
LKFN
LAKELAND FINANCIAL CORP
Deeply overvalued
Financial Services Risk 64 · High
Price$60.76
Model IV$45.02
P/IV1.35
Premium +35% Return to IV: -25.9%
LU
Lufax Holding Ltd
Valuation N/A
Financial Services Risk 46 · Elevated
Price$1.21
Model IV—
P/IV—
Limited data — see page
LYG
Lloyds Banking Group plc
Valuation N/A
Financial Services Risk 38 · Moderate
Price$6.01
Model IV—
P/IV—
Limited data — see page
MAAS
Maase Inc.
Deeply undervalued
Financial Services Risk 36 · Moderate
Price$15.79
Model IV$55.18
P/IV0.22
Discount 71% Return to IV: +249.5%
Market implies -23.8%/yr vs model +38.5% · below model
MATH
Metalpha Technology Holding Ltd
Valuation N/A
Financial Services Risk 44 · Elevated
Price$0.88
Model IV—
P/IV—
Market implies +71.6%/yr vs model +15.0% · above model
MBINN
Merchants Bancorp
Deeply undervalued
Financial Services Risk 27 · Moderate
Price$19.63
Model IV$83.81
P/IV0.24
Discount 77% Return to IV: +327.0%
MC
Moelis & Co
Valuation N/A
Financial Services Risk 42 · Elevated
Price$62.71
Model IV—
P/IV—
Limited data — see page
MCHB
Mechanics Bancorp
Deeply overvalued
Financial Services Risk 62 · High
Price$15.37
Model IV$10.95
P/IV1.38
Premium +40% Return to IV: -28.8%
MDRR
Medalist Diversified, Inc.
Deeply overvalued
Financial Services Risk 58 · Elevated
Price$11.62
Model IV$4.78
P/IV2.28
Premium +143% Return to IV: -58.9%
MEGL
Magic Empire Global Ltd
Deeply overvalued
Financial Services Risk 53 · Elevated
Price$1.18
Model IV$0.32
P/IV3.72
Premium +266% Return to IV: -72.7%
Market implies +9.4%/yr vs model +15.0% · below model
MET
METLIFE INC
Deeply overvalued
Financial Services Risk 67 · High
Price$97.14
Model IV$60.87
P/IV1.36
Premium +60% Return to IV: -37.3%
MFC
MANULIFE FINANCIAL CORP
Valuation N/A
Financial Services
Price$43.49
Model IV—
P/IV—
Limited data — see page
MGR
AFFILIATED MANAGERS GROUP, INC.
Valuation N/A
Financial Services Risk 36 · Moderate
Price$19.55
Model IV—
P/IV—
Market implies -50.0%/yr vs model +3.8% · below model
MGRB
AFFILIATED MANAGERS GROUP, INC.
Valuation N/A
Financial Services Risk 34 · Moderate
Price$16.06
Model IV—
P/IV—
Market implies -50.0%/yr vs model +3.8% · below model
MGRD
AFFILIATED MANAGERS GROUP, INC.
Valuation N/A
Financial Services Risk 44 · Elevated
Price$14.48
Model IV—
P/IV—
Market implies -50.0%/yr vs model +3.8% · below model
MGRE
AFFILIATED MANAGERS GROUP, INC.
Deeply undervalued
Financial Services Risk 28 · Moderate
Price$21.92
Model IV$213.56
P/IV0.10
Discount 90% Return to IV: +874.3%
Market implies -45.6%/yr vs model -0.2% · below model
MHF
WESTERN ASSET MUNICIPAL HIGH INCOME FUND INC.
Valuation N/A
Unknown
Price$6.53
Model IV—
P/IV—
Limited data — see page
MKZR
MacKenzie Realty Capital, Inc.
Deeply undervalued
Financial Services Risk 35 · Moderate
Price$1.45
Model IV$38.60
P/IV0.06
Discount 96% Return to IV: +2,562.2%
MLCIL
Mount Logan Capital Inc.
Deeply overvalued
Financial Services Risk 51 · Elevated
Price$22.45
Model IV$9.72
P/IV2.36
Premium +131% Return to IV: -56.7%
Market implies +0.9%/yr vs model +7.6% · below model
MORN
Morningstar, Inc.
Undervalued
Financial Services Risk 36 · Moderate
Price$201.73
Model IV$276.35
P/IV0.66
Discount 27% Return to IV: +37.0%
Market implies +3.8%/yr vs model +9.8% · below model
MPB
MID PENN BANCORP INC
Overvalued
Financial Services Risk 42 · Elevated
Price$37.12
Model IV$29.74
P/IV1.10
Premium +25% Return to IV: -19.9%
MRBK
Meridian Corp
Fairly valued
Financial Services Risk 46 · Elevated
Price$19.80
Model IV$18.66
P/IV0.96
Premium +6% Return to IV: -5.8%
MS
MORGAN STANLEY
Valuation N/A
Financial Services Risk 40 · Elevated
Price$214.38
Model IV—
P/IV—
Market implies +35.7%/yr vs model +4.3% · above model
MSBI
Midland States Bancorp, Inc.
Deeply overvalued
Financial Services Risk 68 · High
Price$33.59
Model IV$14.38
P/IV1.93
Premium +134% Return to IV: -57.2%
MSBIP
Midland States Bancorp, Inc.
Deeply overvalued
Financial Services Risk 58 · Elevated
Price$25.60
Model IV$15.66
P/IV1.63
Premium +63% Return to IV: -38.8%
MSBT
Morgan Stanley Bitcoin Trust
Valuation N/A
Financial Services
Price$22.16
Model IV—
P/IV—
Limited data — see page
MSCI
MSCI Inc.
Fairly valued
Technology Risk 46 · Elevated
Price$554.61
Model IV$625.05
P/IV1.01
Discount 11% Return to IV: +12.7%
Market implies +9.4%/yr vs model +13.6% · below model
MTB
M&T BANK CORP
Overvalued
Financial Services Risk 47 · Elevated
Price$239.83
Model IV$186.89
P/IV1.16
Premium +28% Return to IV: -22.1%
MTC
MMTEC, INC.
Valuation N/A
Technology Risk 35 · Moderate
Price$4.74
Model IV—
P/IV—
Market implies +111.7%/yr vs model +9.2% · above model
MTUL
UBS AG
Valuation N/A
Financial Services Risk 52 · Elevated
Price$58.08
Model IV—
P/IV—
Limited data — see page
MYFW
First Western Financial Inc
Deeply overvalued
Financial Services Risk 64 · High
Price$30.99
Model IV$17.79
P/IV1.64
Premium +74% Return to IV: -42.6%
NAVI
NAVIENT CORP
Deeply undervalued
Financial Services Risk 50 · Elevated
Price$9.42
Model IV$28.51
P/IV0.30
Discount 67% Return to IV: +202.7%
Market implies -27.1%/yr vs model -6.8% · below model
NBHC
National Bank Holdings Corp
Overvalued
Financial Services Risk 71 · High
Price$41.76
Model IV$33.09
P/IV1.26
Premium +26% Return to IV: -20.8%
NBTB
NBT BANCORP INC
Deeply overvalued
Financial Services Risk 57 · Elevated
Price$52.14
Model IV$38.67
P/IV1.20
Premium +35% Return to IV: -25.8%
NCIQ
Hashdex Nasdaq CME Crypto Index ETF
Valuation N/A
Financial Services Risk 58 · Elevated
Price$20.06
Model IV—
P/IV—
Limited data — see page
NFBK
Northfield Bancorp, Inc.
Overvalued
Financial Services Risk 53 · Elevated
Price$15.31
Model IV$12.57
P/IV1.13
Premium +22% Return to IV: -17.9%
NKSH
NATIONAL BANKSHARES INC
Overvalued
Financial Services Risk 57 · Elevated
Price$42.01
Model IV$29.52
P/IV1.19
Premium +42% Return to IV: -29.7%
NMR
NOMURA HOLDINGS INC
Valuation N/A
Financial Services Risk 51 · Elevated
Price$10.65
Model IV—
P/IV—
Limited data — see page
NOAH
NOAH HOLDINGS LTD
Valuation N/A
Financial Services Risk 53 · Elevated
Price$8.14
Model IV—
P/IV—
Market implies +11.9%/yr vs model -7.2% · above model
NRIM
NORTHRIM BANCORP INC
Overvalued
Financial Services Risk 52 · Elevated
Price$26.16
Model IV$20.16
P/IV1.23
Premium +30% Return to IV: -22.9%
NSTS
NSTS Bancorp, Inc.
Deeply overvalued
Financial Services Risk 58 · Elevated
Price$14.11
Model IV$9.04
P/IV1.52
Premium +56% Return to IV: -35.9%
NTB
Bank of N.T. Butterfield & Son Ltd
Fairly valued
Financial Services Risk 48 · Elevated
Price$59.93
Model IV$68.72
P/IV0.82
Discount 13% Return to IV: +14.7%
NTRSO
NORTHERN TRUST CORP
Deeply undervalued
Financial Services Risk 23 · Moderate
Price$18.33
Model IV$104.84
P/IV0.18
Discount 83% Return to IV: +472.1%
NTST
NETSTREIT Corp.
Fairly valued
Financial Services Risk 33 · Moderate
Price$19.52
Model IV$20.70
P/IV0.98
Discount 6% Return to IV: +6.1%
NWBI
Northwest Bancshares, Inc.
Overvalued
Financial Services Risk 52 · Elevated
Price$15.60
Model IV$13.00
P/IV1.09
Premium +20% Return to IV: -16.7%
NWFL
NORWOOD FINANCIAL CORP
Fairly valued
Financial Services Risk 50 · Elevated
Price$34.52
Model IV$32.64
P/IV0.93
Premium +6% Return to IV: -5.4%
NWG
NatWest Group plc
Valuation N/A
Financial Services
Price$18.62
Model IV—
P/IV—
Limited data — see page
OBT
Orange County Bancorp, Inc. /DE/
Fairly valued
Financial Services Risk 49 · Elevated
Price$38.28
Model IV$36.39
P/IV0.94
Premium +5% Return to IV: -4.9%