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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…
SEIC
SEI INVESTMENTS CO
Fairly valued
Financial Services Risk 43 · Elevated
Price$106.93
Model IV$93.18
P/IV0.94
Premium +15% Return to IV: -12.9%
Market implies +9.0%/yr vs model +8.6% · in line
SF
STIFEL FINANCIAL CORP
Fairly valued
Financial Services Risk 44 · Elevated
Price$77.97
Model IV$75.39
P/IV0.93
Premium +3% Return to IV: -3.3%
Market implies +0.5%/yr vs model +0.2% · in line
SFB
STIFEL FINANCIAL CORP
Deeply undervalued
Financial Services Risk 26 · Moderate
Price$19.05
Model IV$108.45
P/IV0.18
Discount 82% Return to IV: +469.3%
Market implies -27.0%/yr vs model +0.2% · below model
SFBS
ServisFirst Bancshares, Inc.
Deeply overvalued
Financial Services Risk 73 · High
Price$42.13
Model IV$50.61
P/IV1.54
Discount 17% Return to IV: +20.1%
SFNC
SIMMONS FIRST NATIONAL CORP
Overvalued
Financial Services Risk 57 · Elevated
Price$23.20
Model IV$19.11
P/IV1.12
Premium +21% Return to IV: -17.6%
SII
SPROTT INC.
Valuation N/A
Financial Services Risk 35 · Moderate
Price$131.68
Model IV—
P/IV—
Limited data — see page
SLF
SUN LIFE FINANCIAL INC
Valuation N/A
Financial Services
Price$79.67
Model IV—
P/IV—
Limited data — see page
SOLC
Canary Marinade Solana ETF
Overvalued
Financial Services Risk 43 · Elevated
Price$20.58
Model IV$16.25
P/IV1.00
Premium +27% Return to IV: -21.1%
SPMA
Sound Point Meridian Capital, Inc.
Valuation N/A
Unknown
Price$25.16
Model IV—
P/IV—
Limited data — see page
SPRU
SPRUCE POWER HOLDING CORP
Deeply overvalued
Utilities Risk 65 · High
Price$1.64
Model IV$1.77
P/IV1.63
Discount 7% Return to IV: +7.8%
SQFTP
Presidio Property Trust, Inc.
Deeply overvalued
Financial Services Risk 59 · Elevated
Price$6.60
Model IV$2.57
P/IV2.28
Premium +157% Return to IV: -61.1%
SRCE
1ST SOURCE CORP
Overvalued
Financial Services Risk 54 · Elevated
Price$87.16
Model IV$69.13
P/IV1.07
Premium +26% Return to IV: -20.7%
SSB
SouthState Bank Corp
Fairly valued
Financial Services Risk 57 · Elevated
Price$105.98
Model IV$84.94
P/IV1.12
Premium +25% Return to IV: -19.9%
SSNC
SS&C Technologies Holdings Inc
Deeply undervalued
Technology Risk 32 · Moderate
Price$80.27
Model IV$126.72
P/IV0.53
Discount 37% Return to IV: +57.9%
Market implies +1.5%/yr vs model +8.9% · below model
STBA
S&T BANCORP INC
Deeply overvalued
Financial Services Risk 57 · Elevated
Price$50.53
Model IV$37.98
P/IV1.19
Premium +33% Return to IV: -24.8%
STEP
StepStone Group Inc.
Valuation N/A
Financial Services Risk 55 · Elevated
Price$49.41
Model IV—
P/IV—
Market implies +29.2%/yr vs model +10.5% · above model
STEW
SRH Total Return Fund, Inc.
Valuation N/A
Unknown
Price$18.33
Model IV—
P/IV—
Limited data — see page
STHO
Star Holdings
Deeply overvalued
Real Estate Risk 68 · High
Price$9.32
Model IV$2.26
P/IV3.93
Premium +312% Return to IV: -75.7%
STKE
SOL Strategies Inc.
Valuation N/A
Financial Services
Price$1.05
Model IV—
P/IV—
Limited data — see page
STRC
Strategy Inc
Valuation N/A
Financial Services Risk 39 · Moderate
Price$98.64
Model IV—
P/IV—
Market implies +59.7%/yr vs model +2.0% · above model
STRF
Strategy Inc
Valuation N/A
Financial Services Risk 28 · Moderate
Price$103.92
Model IV—
P/IV—
Market implies +68.4%/yr vs model +2.0% · above model
SUNS
Sunrise Realty Trust, Inc.
Deeply undervalued
Financial Services Risk 28 · Moderate
Price$7.27
Model IV$17.96
P/IV0.50
Discount 60% Return to IV: +147.0%
SUPV
Grupo Supervielle S.A.
Valuation N/A
Financial Services
Price$8.47
Model IV—
P/IV—
Limited data — see page
SYBT
Stock Yards Bancorp, Inc.
Deeply overvalued
Financial Services Risk 73 · High
Price$80.46
Model IV$45.01
P/IV1.59
Premium +79% Return to IV: -44.1%
TCBI
TEXAS CAPITAL BANCSHARES INC/TX
Deeply overvalued
Financial Services Risk 67 · High
Price$99.09
Model IV$66.84
P/IV1.49
Premium +48% Return to IV: -32.5%
TCBIO
TEXAS CAPITAL BANCSHARES INC/TX
Deeply undervalued
Financial Services Risk 23 · Moderate
Price$19.71
Model IV$69.26
P/IV0.31
Discount 72% Return to IV: +251.4%
TCBK
TRICO BANCSHARES /
Overvalued
Financial Services Risk 56 · Elevated
Price$53.64
Model IV$41.30
P/IV1.23
Premium +30% Return to IV: -23.0%
TD
TORONTO DOMINION BANK
Valuation N/A
Financial Services Risk 41 · Elevated
Price$121.47
Model IV—
P/IV—
Limited data — see page
TFC
TRUIST FINANCIAL CORP
Fairly valued
Financial Services Risk 50 · Elevated
Price$50.40
Model IV$44.75
P/IV1.08
Premium +13% Return to IV: -11.2%
THFF
FIRST FINANCIAL CORP /IN/
Overvalued
Financial Services Risk 52 · Elevated
Price$78.20
Model IV$62.87
P/IV1.10
Premium +24% Return to IV: -19.6%
TIGR
UP Fintech Holding Ltd
Fairly valued
Financial Services Risk 41 · Elevated
Price$4.83
Model IV$4.62
P/IV1.11
Premium +5% Return to IV: -4.3%
Market implies +15.4%/yr vs model +18.7% · below model
TIPT
TIPTREE INC.
Deeply overvalued
Financial Services Risk 68 · High
Price$17.81
Model IV$11.11
P/IV1.64
Premium +60% Return to IV: -37.6%
TMP
TOMPKINS FINANCIAL CORP
Overvalued
Financial Services Risk 52 · Elevated
Price$99.06
Model IV$77.75
P/IV1.11
Premium +27% Return to IV: -21.5%
TONX
TON Strategy Co
Valuation N/A
Financial Services Risk 29 · Moderate
Price$3.04
Model IV—
P/IV—
Market implies +89.7%/yr vs model +5.0% · above model
TPG
TPG Inc.
Deeply overvalued
Financial Services Risk 56 · Elevated
Price$47.69
Model IV$16.07
P/IV2.65
Premium +197% Return to IV: -66.3%
Market implies +31.2%/yr vs model +20.2% · above model
TPGXL
TPG Inc.
Deeply undervalued
Financial Services Risk 26 · Moderate
Price$21.54
Model IV$35.04
P/IV0.69
Discount 39% Return to IV: +62.7%
Market implies +9.0%/yr vs model +20.2% · below model
TPTA
Terra Property Trust, Inc.
Deeply overvalued
Financial Services Risk 64 · High
Price$24.73
Model IV$6.11
P/IV3.73
Premium +305% Return to IV: -75.3%
TRMK
TRUSTMARK CORP
Overvalued
Financial Services Risk 49 · Elevated
Price$46.98
Model IV$37.24
P/IV1.19
Premium +26% Return to IV: -20.7%
TROO
Troops, Inc. /Cayman Islands/
Valuation N/A
Financial Services Risk 40 · Elevated
Price$2.09
Model IV—
P/IV—
Market implies +15.8%/yr vs model +46.8% · below model
TROW
PRICE T ROWE GROUP INC
Overvalued
Financial Services Risk 54 · Elevated
Price$106.29
Model IV$82.18
P/IV1.27
Premium +29% Return to IV: -22.7%
Market implies +7.0%/yr vs model +3.9% · above model
TRST
TRUSTCO BANK CORP N Y
Deeply overvalued
Financial Services Risk 62 · High
Price$59.11
Model IV$35.54
P/IV1.46
Premium +66% Return to IV: -39.9%
UBCP
UNITED BANCORP INC /OH/
Overvalued
Financial Services Risk 52 · Elevated
Price$15.40
Model IV$12.56
P/IV1.23
Premium +23% Return to IV: -18.4%
UBS
UBS Group AG
Valuation N/A
Financial Services Risk 59 · Elevated
Price$54.58
Model IV—
P/IV—
Limited data — see page
UMBF
UMB FINANCIAL CORP
Overvalued
Financial Services Risk 51 · Elevated
Price$139.49
Model IV$125.64
P/IV1.18
Premium +11% Return to IV: -9.9%
UMBFO
UMB FINANCIAL CORP
Deeply undervalued
Financial Services Risk 23 · Moderate
Price$26.07
Model IV$137.72
P/IV0.19
Discount 81% Return to IV: +428.3%
UNB
UNION BANKSHARES INC
Fairly valued
Financial Services Risk 33 · Moderate
Price$23.58
Model IV$24.86
P/IV0.95
Discount 5% Return to IV: +5.4%
USCB
USCB FINANCIAL HOLDINGS, INC.
Deeply overvalued
Financial Services Risk 64 · High
Price$23.16
Model IV$12.00
P/IV1.88
Premium +93% Return to IV: -48.2%
USML
UBS AG
Valuation N/A
Financial Services Risk 33 · Moderate
Price$47.26
Model IV—
P/IV—
Limited data — see page
UVSP
UNIVEST FINANCIAL Corp
Overvalued
Financial Services Risk 62 · High
Price$42.67
Model IV$30.58
P/IV1.29
Premium +40% Return to IV: -28.3%
VABK
Virginia National Bankshares Corp
Deeply overvalued
Financial Services Risk 69 · High
Price$49.22
Model IV$32.33
P/IV1.47
Premium +52% Return to IV: -34.3%
VALU
VALUE LINE INC
Deeply overvalued
Financial Services Risk 52 · Elevated
Price$39.21
Model IV$23.32
P/IV1.38
Premium +68% Return to IV: -40.5%
Market implies +3.1%/yr vs model 0.0% · above model
VATE
INNOVATE Corp.
Valuation N/A
Industrials Risk 43 · Elevated
Price$7.16
Model IV—
P/IV—
Market implies -50.0%/yr vs model +7.0% · below model
VCTR
Victory Capital Holdings, Inc.
Undervalued
Financial Services Risk 36 · Moderate
Price$110.30
Model IV$111.98
P/IV0.76
Discount 2% Return to IV: +1.5%
Market implies +9.4%/yr vs model +12.2% · in line
VCV
Invesco California Value Municipal Income Trust
Valuation N/A
Unknown
Price$9.93
Model IV—
P/IV—
Limited data — see page
VCX
Fundrise Innovation Fund, LLC
Valuation N/A
Unknown
Price$33.50
Model IV—
P/IV—
Limited data — see page
VINP
Vinci Compass Investments Ltd.
Valuation N/A
Financial Services
Price$9.44
Model IV—
P/IV—
Limited data — see page
VLY
VALLEY NATIONAL BANCORP
Overvalued
Financial Services Risk 67 · High
Price$13.80
Model IV$12.04
P/IV1.24
Premium +15% Return to IV: -12.8%
VLYPN
VALLEY NATIONAL BANCORP
Deeply overvalued
Financial Services Risk 64 · High
Price$26.10
Model IV$12.86
P/IV2.00
Premium +103% Return to IV: -50.7%
VLYPO
VALLEY NATIONAL BANCORP
Deeply overvalued
Financial Services Risk 75 · High
Price$25.11
Model IV$12.86
P/IV1.94
Premium +95% Return to IV: -48.8%
VLYPP
VALLEY NATIONAL BANCORP
Deeply overvalued
Financial Services Risk 72 · High
Price$25.28
Model IV$12.86
P/IV1.95
Premium +97% Return to IV: -49.1%