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 Pi ADR | NYSE | Financials | Investment Banking & Investment Services | $303.67B | 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 Pf ADR | NYSE | Financials | Investment Banking & Investment Services | $303.67B | 18.6x | 0.62 | $25.21 | -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 | $303.67B | 18.6x | 0.63 | $19.51 | 0.6% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
| Morgan Stanley Pref K | NYSE | Financials | Investment Banking & Investment Services | $303.67B | 18.6x | 0.62 | $24.18 | 0.5% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
| Morgan Stanley | NYSE | Financials | Investment Banking & Investment Services | $303.67B | 18.6x | 0.62 | $191.90 | 4.7% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 3.6% Upside | Upgrade to Pro+ | |
| Morgan Stanley Pe ADR | NYSE | Financials | Investment Banking & Investment Services | $303.67B | 18.6x | 0.62 | $25.32 | 0% | 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 | $275.69B | 17.6x | 0.65 | $19.72 | -0.5% | 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 | $275.69B | 17.5x | 0.63 | $19.50 | -0.3% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
| Goldman Sachs | NYSE | Financials | Investment Banking & Investment Services | $275.69B | 17.5x | 0.65 | $898.88 | -1.2% | 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 | $225.75B | 18.5x | 0.97 | $131.77 | 1.7% | 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 | $174.31B | 21.4x | 0.37 | $100.23 | 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 | $171.65B | 29.4x | -1.85 | $1,051.60 | -0.3% | 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 | $160.39B | 33.7x | 4.74 | $130.34 | 3.2% | 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 | $133.69B | 17.6x | 0.31 | $43.22 | 0.8% | 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 | $79.42 | 3% | 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 | $108.20B | 26.7x | 1.74 | $298.23 | 0.4% | 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 | $104.04B | 81.1x | 0.62 | $46.54 | 2.2% | 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 | $93.73B | 28.5x | 1.34 | $165.48 | 2.1% | 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 | $93.25B | 44.7x | -1.4 | $104.45 | 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 | $90.77B | 17.8x | 0.61 | $131.94 | 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 | $44.25 | 3.2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | |||
| Brookfield Asset Management | NYSE | Financials | Investment Banking & Investment Services | $78.71B | 32.2x | 2.29 | $48.93 | 3.1% | 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 | $53.06 | 0.9% | 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 | $62.30B | 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 | $168.29 | 1.1% | 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 | $30.16 | 1.1% | 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 | $50.51B | 28.5x | 0.46 | $88.77 | 2.4% | 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 | $42.57B | 12.7x | 1.2 | $468.79 | 1.5% | 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 | $39.62B | 15x | 1 | $143 | 0.9% | 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 | $39.62B | 15x | 1 | $22.21 | 0% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
| Ares Management | NYSE | Financials | Investment Banking & Investment Services | $39.37B | 67.7x | -3.63 | $119.03 | 5.7% | 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 | $9.58 | 2.2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
| Raymond James Financial | NYSE | Financials | Investment Banking & Investment Services | $33.68B | 13.7x | -86.76 | $156.33 | 2% | 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 | $31.84B | 29.2x | 0.65 | $303.97 | 1.1% | 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 | $29.09B | 17.9x | -1.63 | $156.94 | 0.7% | 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 | $19.36 | -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 | $28.49B | 32x | 0.51 | $120.77 | -0.5% | 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 | $26.59B | 30.3x | -1.35 | $331.24 | 2.7% | 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 | $8.66 | 1.8% | 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 | $20.91B | 10.4x | 10.41 | $96.09 | 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 | $19.95B | 22.3x | 3.91 | $11.81 | -0.8% | 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 | $18.92B | 24x | -1.07 | $52.33 | 2.2% | 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 | $33.21 | 1% | 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 | $36.36 | -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 | $44.20 | 4.3% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 34.5% Upside | Upgrade to Pro+ | |
| Blue Owl Capital | NYSE | Financials | Investment Banking & Investment Services | $15.64B | 97.1x | -1.58 | $10.04 | 9.4% | 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 | $15.51B | 20.3x | -0.64 | $46.63 | 2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ |