Company | Name | Exchange | Sector | Industry | Market Cap | P/E Ratio | PEG Ratio | Last Trade Price | Day Change (%) | Fair Value | Fair Value Upside | Fair Value Label | Analyst Price Target | Analyst Target Upside | Overall Health |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley Pref K | NYSE | Financials | Investment Banking & Investment Services | $303.31B | 18.6x | 0.62 | $24.22 | 0.7% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
| Morgan Stanley | NYSE | Financials | Investment Banking & Investment Services | $303.31B | 18.6x | 0.62 | $191.62 | 4.5% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 3.6% Upside | Upgrade to Pro+ | |
| Morgan Stanley Pf ADR | NYSE | Financials | Investment Banking & Investment Services | $303.31B | 18.6x | 0.62 | $25.20 | -0.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
| Morgan Stanley Pi ADR | NYSE | Financials | Investment Banking & Investment Services | $303.31B | 18.6x | 0.62 | $25.17 | 0% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
| Morgan Stanley Pa ADR | NYSE | Financials | Investment Banking & Investment Services | $303.31B | 18.6x | 0.63 | $19.52 | 0.6% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
| Morgan Stanley Pe ADR | NYSE | Financials | Investment Banking & Investment Services | $303.31B | 18.6x | 0.62 | $25.31 | 0% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
| Goldman Sachs Group Inc Pd ADR | NYSE | Financials | Investment Banking & Investment Services | $276.04B | 17.5x | 0.63 | $19.58 | 0.2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
| Goldman Sachs Group Inc Pa ADR | NYSE | Financials | Investment Banking & Investment Services | $276.04B | 17.5x | 0.65 | $19.69 | -0.7% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
| Goldman Sachs | NYSE | Financials | Investment Banking & Investment Services | $276.04B | 17.5x | 0.65 | $899.27 | -1.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 5.1% Upside | Upgrade to Pro+ | |
| Citigroup | NYSE | Financials | Investment Banking & Investment Services | $221.01B | 18.5x | 0.97 | $131.66 | 1.6% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 3.8% Upside | Upgrade to Pro+ | |
| Charles Schwab | NYSE | Financials | Investment Banking & Investment Services | $174.37B | 21.5x | 0.37 | $100.27 | 1.9% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 20.5% Upside | Upgrade to Pro+ | |
| BlackRock | NYSE | Financials | Investment Banking & Investment Services | $170.96B | 29.4x | -1.85 | $1,048.61 | -0.6% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 15.5% Upside | Upgrade to Pro+ | |
| Blackstone | NYSE | Financials | Investment Banking & Investment Services | $160.40B | 33.7x | 4.74 | $130.19 | 3.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 5.4% Upside | Upgrade to Pro+ | |
| UBS Group | NYSE | Financials | Investment Banking & Investment Services | $133.84B | 17.6x | 0.31 | $43.11 | 0.5% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | -2.1% Downside | Upgrade to Pro+ | |
| Interactive Brokers | NASDAQ | Financials | Investment Banking & Investment Services | $130.79B | 29.5x | 1.23 | $79.69 | 3.4% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 3.8% Upside | Upgrade to Pro+ | |
| CME Group | NASDAQ | Financials | Investment Banking & Investment Services | $107.79B | 26.7x | 1.74 | $296.87 | -0.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 5.4% Upside | Upgrade to Pro+ | |
| Brookfield | NYSE | Financials | Investment Banking & Investment Services | $104.16B | 81.1x | 0.62 | $46.51 | 2.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 22.9% Upside | Upgrade to Pro+ | |
| ICE | NYSE | Financials | Investment Banking & Investment Services | $93.64B | 28.5x | 1.34 | $165.07 | 1.9% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 17.7% Upside | Upgrade to Pro+ | |
| KKR & Co | NYSE | Financials | Investment Banking & Investment Services | $93.12B | 44.7x | -1.4 | $103.87 | 3.4% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 10.9% Upside | Upgrade to Pro+ | |
| Bank of New York | NYSE | Financials | Investment Banking & Investment Services | $90.60B | 17.8x | 0.61 | $131.97 | 1.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 3.8% Upside | Upgrade to Pro+ | |
| KKR Prf | NYSE | Financials | Investment Banking & Investment Services | $89.54B | -1.4 | $43.91 | 2.4% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | |||
| Brookfield Asset Management | NYSE | Financials | Investment Banking & Investment Services | $76.61B | 32.2x | 2.29 | $48.83 | 2.8% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 20.1% Upside | Upgrade to Pro+ | |
| Hong Kong Exchange & Clearing | OTC Markets | Financials | Investment Banking & Investment Services | $66.83B | 29.5x | 0.8 | $53.15 | 1.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
| London Stock Exchange ADR | OTC Markets | Financials | Investment Banking & Investment Services | $61.45B | 39x | 0.43 | $31.60 | 1.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 21.6% Upside | Upgrade to Pro+ | |
| Macquarie Group ADR | OTC Markets | Financials | Investment Banking & Investment Services | $60.58B | 23.6x | 12.28 | $169.08 | 1.6% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 6% Upside | Upgrade to Pro+ | |
| CITIC Securities ADR | OTC Markets | Financials | Investment Banking & Investment Services | $55.54B | 11.8x | 0.26 | $32.21 | 0% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
| Deutsche Boerse ADR | OTC Markets | Financials | Investment Banking & Investment Services | $55B | 23.6x | 8.51 | $30.13 | 1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | -0.6% Downside | Upgrade to Pro+ | |
| Nasdaq Inc | NASDAQ | Financials | Investment Banking & Investment Services | $49.29B | 28.5x | 0.46 | $88.55 | 2.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 21.3% Upside | Upgrade to Pro+ | |
| Ameriprise Financial | NYSE | Financials | Investment Banking & Investment Services | $42.61B | 12.7x | 1.2 | $468.15 | 1.3% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 15.3% Upside | Upgrade to Pro+ | |
| State Street | NYSE | Financials | Investment Banking & Investment Services | $39.57B | 15x | 1 | $142.74 | 0.7% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 2.6% Upside | Upgrade to Pro+ | |
| State Street Pref | NYSE | Financials | Investment Banking & Investment Services | $39.57B | 15x | 1 | $22.26 | 0.2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
| Ares Management | NYSE | Financials | Investment Banking & Investment Services | $39.36B | 67.7x | -3.63 | $119.28 | 5.9% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 22.9% Upside | Upgrade to Pro+ | |
| 3i ADR | OTC Markets | Financials | Investment Banking & Investment Services | $38.97B | 4.4x | 0.09 | $9.56 | 2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
| Raymond James Financial | NYSE | Financials | Investment Banking & Investment Services | $33.76B | 13.7x | -86.76 | $155.83 | 1.7% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 12.2% Upside | Upgrade to Pro+ | |
| Cboe Global | NYSE | Financials | Investment Banking & Investment Services | $31.86B | 29.2x | 0.65 | $304.99 | 1.4% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | -1.1% Downside | Upgrade to Pro+ | |
| Partners Group Holding | OTC Markets | Financials | Investment Banking & Investment Services | $29.93B | 18.8x | 1.45 | $1,162.44 | 2.9% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
| Northern Trust | NASDAQ | Financials | Investment Banking & Investment Services | $28.93B | 17.9x | -1.63 | $156.08 | 0.2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | -2.3% Downside | Upgrade to Pro+ | |
| Northern Trust ADR | NASDAQ | Financials | Investment Banking & Investment Services | $28.88B | 17.6x | -1.62 | $19.38 | 0.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
| Tradeweb Markets | NASDAQ | Financials | Investment Banking & Investment Services | $28.41B | 32x | 0.51 | $120.69 | -0.6% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 6.2% Upside | Upgrade to Pro+ | |
| LPL Financial | NASDAQ | Financials | Investment Banking & Investment Services | $26.63B | 30.3x | -1.35 | $331.46 | 2.8% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 20.8% Upside | Upgrade to Pro+ | |
| Nomura ADR | NYSE | Financials | Investment Banking & Investment Services | $24.87B | 11.5x | 0.89 | $8.67 | 1.9% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 10.1% Upside | Upgrade to Pro+ | |
| T Rowe | NASDAQ | Financials | Investment Banking & Investment Services | $20.94B | 10.4x | 10.41 | $96.11 | 0.3% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | -0.9% Downside | Upgrade to Pro+ | |
| B3 SA Brasil Bolsa Balcao ADR | OTC Markets | Financials | Investment Banking & Investment Services | $19.97B | 22.5x | 3.91 | $11.72 | -1.6% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | -15.7% Downside | Upgrade to Pro+ | |
| Carlyle Group | NASDAQ | Financials | Investment Banking & Investment Services | $18.84B | 24x | -1.07 | $52.05 | 1.7% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 28% Upside | Upgrade to Pro+ | |
| Singapore Exchange ADR | OTC Markets | Financials | Investment Banking & Investment Services | $17.78B | 34.7x | $33.14 | 0.7% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | |||
| Euronext NV ADR | OTC Markets | Financials | Investment Banking & Investment Services | $17.69B | 23.4x | 2.1 | $34.46 | 5.5% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
| Sprott Physical Gold | NYSE | Financials | Investment Banking & Investment Services | $17.51B | $36.33 | -1.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||||
| TPG Inc | NASDAQ | Financials | Investment Banking & Investment Services | $16.28B | 99.6x | 0.25 | $43.95 | 3.7% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 29.7% Upside | Upgrade to Pro+ | |
| Blue Owl Capital | NYSE | Financials | Investment Banking & Investment Services | $15.47B | 97.3x | -1.58 | $9.93 | 8.2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 19.2% Upside | Upgrade to Pro+ | |
| Brookfield Asset Management Reinsurance Partners | NYSE | Financials | Investment Banking & Investment Services | $15.21B | 20.3x | -0.64 | $46.77 | 2.3% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ |