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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…
OCFC
OCEANFIRST FINANCIAL CORP
Fairly valued
Financial Services Risk 48 · Elevated
Price$18.78
Model IV$21.49
P/IV0.87
Discount 13% Return to IV: +14.4%
ONB
OLD NATIONAL BANCORP /IN/
Overvalued
Financial Services Risk 57 · Elevated
Price$25.66
Model IV$20.39
P/IV1.18
Premium +26% Return to IV: -20.5%
ONBPO
OLD NATIONAL BANCORP /IN/
Fairly valued
Financial Services Risk 57 · Elevated
Price$24.77
Model IV$23.13
P/IV1.08
Premium +7% Return to IV: -6.6%
ONBPP
OLD NATIONAL BANCORP /IN/
Fairly valued
Financial Services Risk 57 · Elevated
Price$24.80
Model IV$23.13
P/IV1.07
Premium +7% Return to IV: -6.7%
OPY
OPPENHEIMER HOLDINGS INC
Deeply undervalued
Financial Services Risk 28 · Moderate
Price$119.48
Model IV$218.33
P/IV0.42
Discount 45% Return to IV: +82.7%
Market implies -3.5%/yr vs model +7.0% · below model
ORRF
ORRSTOWN FINANCIAL SERVICES INC
Fairly valued
Financial Services Risk 48 · Elevated
Price$42.34
Model IV$37.74
P/IV0.98
Premium +12% Return to IV: -10.9%
OSBC
OLD SECOND BANCORP INC
Fairly valued
Financial Services Risk 44 · Elevated
Price$25.53
Model IV$23.19
P/IV0.92
Premium +10% Return to IV: -9.1%
OVBC
OHIO VALLEY BANC CORP
Deeply overvalued
Financial Services Risk 71 · High
Price$46.63
Model IV$31.30
P/IV1.54
Premium +49% Return to IV: -32.9%
OVLY
Oak Valley Bancorp
Fairly valued
Financial Services Risk 46 · Elevated
Price$34.44
Model IV$34.59
P/IV0.95
Discount 0% Return to IV: +0.4%
OWL
BLUE OWL CAPITAL INC.
Deeply undervalued
Financial Services Risk 40 · Elevated
Price$10.56
Model IV$29.70
P/IV0.32
Discount 64% Return to IV: +181.3%
Market implies +4.3%/yr vs model +25.0% · below model
PAX
Patria Investments Ltd
Valuation N/A
Financial Services
Price$10.62
Model IV—
P/IV—
Limited data — see page
PB
PROSPERITY BANCSHARES INC
Fairly valued
Financial Services Risk 46 · Elevated
Price$71.35
Model IV$71.40
P/IV0.97
Discount 0% Return to IV: +0.1%
PBFS
Pioneer Bancorp, Inc./MD
Deeply overvalued
Financial Services Risk 70 · High
Price$18.18
Model IV$10.07
P/IV1.48
Premium +81% Return to IV: -44.6%
PEBK
PEOPLES BANCORP OF NORTH CAROLINA INC
Deeply overvalued
Financial Services Risk 65 · High
Price$45.04
Model IV$32.87
P/IV1.28
Premium +37% Return to IV: -27.0%
PEBO
PEOPLES BANCORP INC
Fairly valued
Financial Services Risk 33 · Moderate
Price$39.81
Model IV$39.15
P/IV0.89
Premium +2% Return to IV: -1.7%
PFG
PRINCIPAL FINANCIAL GROUP INC
Deeply overvalued
Financial Services Risk 67 · High
Price$116.17
Model IV$75.14
P/IV1.38
Premium +55% Return to IV: -35.3%
PFH
PRUDENTIAL FINANCIAL INC
Deeply undervalued
Financial Services Risk 21 · Moderate
Price$15.15
Model IV$103.59
P/IV0.16
Discount 85% Return to IV: +583.8%
PFIS
PEOPLES FINANCIAL SERVICES CORP.
Fairly valued
Financial Services Risk 48 · Elevated
Price$71.98
Model IV$61.62
P/IV0.96
Premium +17% Return to IV: -14.4%
PFS
PROVIDENT FINANCIAL SERVICES INC
Fairly valued
Financial Services Risk 48 · Elevated
Price$23.33
Model IV$22.73
P/IV0.98
Premium +3% Return to IV: -2.6%
PGC
PEAPACK GLADSTONE FINANCIAL CORP
Deeply overvalued
Financial Services Risk 55 · Elevated
Price$45.72
Model IV$29.03
P/IV1.49
Premium +57% Return to IV: -36.5%
PIPR
PIPER SANDLER COMPANIES
Deeply undervalued
Financial Services Risk 33 · Moderate
Price$74.64
Model IV$271.38
P/IV0.29
Discount 72% Return to IV: +263.6%
Market implies -19.0%/yr vs model +3.0% · below model
PJT
PJT Partners Inc.
Valuation N/A
Financial Services
Price$163.21
Model IV—
P/IV—
Limited data — see page
PNC
PNC FINANCIAL SERVICES GROUP, INC.
Deeply overvalued
Financial Services Risk 47 · Elevated
Price$244.24
Model IV$185.90
P/IV1.19
Premium +31% Return to IV: -23.9%
PNFP
Pinnacle Financial Partners, Inc.
Fairly valued
Financial Services Risk 50 · Elevated
Price$99.27
Model IV$87.20
P/IV1.12
Premium +14% Return to IV: -12.2%
PRH
PRUDENTIAL FINANCIAL INC
Deeply undervalued
Financial Services Risk 26 · Moderate
Price$21.58
Model IV$103.59
P/IV0.22
Discount 79% Return to IV: +380.0%
PRK
PARK NATIONAL CORP /OH/
Deeply overvalued
Financial Services Risk 71 · High
Price$187.44
Model IV$130.51
P/IV1.31
Premium +44% Return to IV: -30.4%
PRS
PRUDENTIAL FINANCIAL INC
Deeply undervalued
Financial Services Risk 31 · Moderate
Price$20.15
Model IV$103.59
P/IV0.22
Discount 81% Return to IV: +414.1%
PS
PERSHING SQUARE INC.
Valuation N/A
Financial Services Risk 58 · Elevated
Price$39.00
Model IV—
P/IV—
Limited data — see page
PUK
PRUDENTIAL PLC
Valuation N/A
Financial Services Risk 33 · Moderate
Price$26.68
Model IV—
P/IV—
Limited data — see page
QCRH
QCR HOLDINGS INC
Fairly valued
Financial Services Risk 50 · Elevated
Price$102.57
Model IV$85.03
P/IV1.08
Premium +21% Return to IV: -17.1%
QULL
UBS AG
Valuation N/A
Financial Services Risk 33 · Moderate
Price$70.67
Model IV—
P/IV—
Limited data — see page
RBKB
Rhinebeck Bancorp, Inc.
Deeply overvalued
Financial Services Risk 60 · High
Price$12.82
Model IV$9.15
P/IV1.78
Premium +40% Return to IV: -28.6%
RDN
RADIAN GROUP INC
Deeply undervalued
Financial Services Risk 21 · Moderate
Price$35.36
Model IV$55.51
P/IV0.62
Discount 36% Return to IV: +57.0%
REFI
Chicago Atlantic Real Estate Finance, Inc.
Deeply undervalued
Financial Services Risk 25 · Moderate
Price$10.73
Model IV$34.42
P/IV0.33
Discount 69% Return to IV: +220.8%
RF
REGIONS FINANCIAL CORP
Overvalued
Financial Services Risk 58 · Elevated
Price$30.13
Model IV$26.09
P/IV1.07
Premium +15% Return to IV: -13.4%
RHLD
Resolute Holdings Management, Inc.
Deeply undervalued
Financial Services Risk 39 · Moderate
Price$130.14
Model IV$205.53
P/IV0.58
Discount 37% Return to IV: +57.9%
Market implies -0.8%/yr vs model +9.3% · below model
RILY
BRC Group Holdings, Inc.
Undervalued
Financial Services Risk 71 · High
Price$5.99
Model IV$7.17
P/IV1.30
Discount 16% Return to IV: +19.7%
Market implies +1.0%/yr vs model +2.0% · in line
RILYG
BRC Group Holdings, Inc.
Fairly valued
Financial Services Risk 58 · Elevated
Price$24.78
Model IV$28.81
P/IV0.86
Discount 14% Return to IV: +16.3%
Market implies -8.4%/yr vs model +2.0% · below model
RILYL
BRC Group Holdings, Inc.
Undervalued
Financial Services Risk 65 · High
Price$12.99
Model IV$15.78
P/IV1.06
Discount 18% Return to IV: +21.5%
Market implies -4.7%/yr vs model +2.0% · below model
RILYN
BRC Group Holdings, Inc.
Fairly valued
Financial Services Risk 58 · Elevated
Price$25.19
Model IV$29.21
P/IV0.86
Discount 14% Return to IV: +16.0%
Market implies -8.4%/yr vs model +2.0% · below model
RILYP
BRC Group Holdings, Inc.
Fairly valued
Financial Services Risk 66 · High
Price$12.40
Model IV$13.09
P/IV1.28
Discount 5% Return to IV: +5.5%
Market implies -1.2%/yr vs model +2.0% · below model
RILYT
BRC Group Holdings, Inc.
Fairly valued
Financial Services Risk 64 · High
Price$21.05
Model IV$20.39
P/IV1.03
Premium +3% Return to IV: -3.2%
Market implies -3.3%/yr vs model +2.0% · below model
RILYZ
BRC Group Holdings, Inc.
Overvalued
Financial Services Risk 57 · Elevated
Price$20.13
Model IV$17.48
P/IV1.14
Premium +15% Return to IV: -13.1%
Market implies -0.6%/yr vs model +2.0% · in line
RJF
RAYMOND JAMES FINANCIAL INC
Undervalued
Financial Services Risk 36 · Moderate
Price$168.75
Model IV$223.82
P/IV0.64
Discount 25% Return to IV: +32.6%
Market implies +5.5%/yr vs model +11.8% · below model
RMCO
Royalty Management Holding Corp
Deeply overvalued
Financial Services Risk 58 · Elevated
Price$2.56
Model IV$0.56
P/IV4.14
Premium +361% Return to IV: -78.3%
RMR
RMR GROUP INC.
Fairly valued
Industrials Risk 44 · Elevated
Price$19.02
Model IV$22.93
P/IV0.87
Discount 17% Return to IV: +20.6%
Market implies -15.3%/yr vs model -10.0% · below model
RNST
RENASANT CORP
Fairly valued
Financial Services Risk 57 · Elevated
Price$40.99
Model IV$38.20
P/IV1.07
Premium +7% Return to IV: -6.8%
RPC
Ridgepost Capital, Inc.
Deeply overvalued
Financial Services Risk 61 · High
Price$8.11
Model IV$3.13
P/IV2.64
Premium +159% Return to IV: -61.4%
Market implies +14.3%/yr vs model +18.6% · below model
RRBI
RED RIVER BANCSHARES INC
Deeply overvalued
Financial Services Risk 62 · High
Price$103.48
Model IV$64.69
P/IV1.41
Premium +60% Return to IV: -37.5%
RVSB
RIVERVIEW BANCORP INC
Fairly valued
Financial Services Risk 36 · Moderate
Price$5.63
Model IV$5.71
P/IV0.98
Discount 1% Return to IV: +1.5%
RVT
ROYCE SMALL-CAP TRUST, INC.
Valuation N/A
Unknown
Price$17.78
Model IV—
P/IV—
Limited data — see page
RY
ROYAL BANK OF CANADA
Valuation N/A
Financial Services Risk 59 · Elevated
Price$205.90
Model IV—
P/IV—
Limited data — see page
SAMG
Silvercrest Asset Management Group Inc.
Deeply undervalued
Financial Services Risk 34 · Moderate
Price$9.95
Model IV$28.20
P/IV0.40
Discount 65% Return to IV: +183.4%
Market implies -11.9%/yr vs model +5.4% · below model
SAN
Banco Santander, S.A.
Valuation N/A
Financial Services Risk 52 · Elevated
Price$14.96
Model IV—
P/IV—
Limited data — see page
SATA
Strive, Inc.
Valuation N/A
Financial Services Risk 42 · Elevated
Price$99.75
Model IV—
P/IV—
Market implies +22.0%/yr vs model +50.0% · below model
SBCF
SEACOAST BANKING CORP OF FLORIDA
Deeply overvalued
Financial Services Risk 67 · High
Price$33.98
Model IV$22.62
P/IV1.34
Premium +50% Return to IV: -33.4%
SBFG
SB FINANCIAL GROUP, INC.
Fairly valued
Financial Services Risk 44 · Elevated
Price$29.14
Model IV$21.42
P/IV1.01
Premium +36% Return to IV: -26.5%
SBSI
SOUTHSIDE BANCSHARES INC
Fairly valued
Financial Services Risk 46 · Elevated
Price$32.07
Model IV$31.95
P/IV1.03
Premium +0% Return to IV: -0.4%
SCDL
UBS AG
Valuation N/A
Financial Services Risk 33 · Moderate
Price$61.65
Model IV—
P/IV—
Limited data — see page
SCHW
SCHWAB CHARLES CORP
Fairly valued
Financial Services Risk 33 · Moderate
Price$107.25
Model IV$107.79
P/IV0.23
Discount 1% Return to IV: +0.5%
Market implies +6.6%/yr vs model +8.2% · in line