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Financial Services

Companies that provide financial services, including banks, savings and loans, asset management companies, credit services, investment brokerage firms, and insurance companies.

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Largest Stocks in the Financial Services Sector

1-Day Chart
Name
Industry
Price
Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
Berkshire Hathaway Inc Class B
BRK.B
Insurance - Diversified
YxwcrlqgmFyj$882.1 Bil
JPMorgan Chase & Co
JPM
Banks - Diversified
FrxwntbzwVyt$589.2 Bil
Visa Inc Class A
V
Credit Services
PtvxtpqzYmvg$545.1 Bil
Mastercard Inc Class A
MA
Credit Services
ZxmryqyfJlz$414.8 Bil
Bank of America Corp
BAC
Banks - Diversified
TgwqlthzjWbcqs$317.7 Bil
Wells Fargo & Co
WFC
Banks - Diversified
RgktrzspqDbgbw$205.7 Bil
American Express Co
AXP
Credit Services
RckwftdZlbx$168.7 Bil
Morgan Stanley
MS
Capital Markets
PysgrwyvxLdqydcm$163.5 Bil
HSBC Holdings PLC ADR
HSBC
Banks - Diversified
VrtwljjtYqqt$159.9 Bil
Royal Bank of Canada
RY
Banks - Diversified
LhzfcmzfbCnhyr$154.7 Bil

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Financial Services: Most Stocks Still Cheap in a Higher-for-Longer Interest-Rate Environment

We believe the market has overly penalized banks and that shares are undervalued.

Financial Services Stock Outlook: The Financial Sector Is Undervalued, but There Are Clouds On the Horizon

Expectations for interest rates have risen, and charge-offs could climb above pre-pandemic levels.

Financial Sector Stock Outlook: Berkshire the Usual Stalwart

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4 Undervalued Financial Stocks for the Long-Term Market

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In Financial Services Sector, Benefits of Higher Interest Rates Must Be Weighed Against Likely Slowing Economy

Key items to watch for include a slowdown in economic growth, normalization of credit costs, and a potential pivot by the Fed to a easier monetary policy.

How Rising Interest Rates Affect Financials Stocks

Financials sector investors must navigate interest-rate uncertainty.

Financials May Have Near-Term Pressure on Fee Revenue, but We Believe They Are Undervalued

Sector’s stocks are undervalued despite likely softening economy.

Over 70% of Financial Stocks Undervalued

But charge-offs and declining fee revenue should offset any benefits of rising interest rates.

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