Financials Stocks — Analysis & Key Financial Data
The financials sector covers banks, insurance, and diversified financials. Investors use financial stocks and bank stocks to get exposure to interest rate cycles, credit growth, and dividend income. Browse 707 financials stocks with proprietary Investment Scores, base valuations, and key financial data to make informed decisions.
Sector Investment Score
Highest Investment Scores in Financials
Top-rated stocks by Investment Score
- Price
- $175.25
- Fair Value
- $263.72
- Market Cap
- $2.3B
- Margin
- +50.5%
- Price
- $72.34
- Fair Value
- $69.18
- Market Cap
- $5.1B
- Margin
- -4.4%
- Price
- $33.94
- Fair Value
- $131.78
- Market Cap
- $3.3B
- Margin
- +288.3%
- Price
- $185.14
- Fair Value
- $373.71
- Market Cap
- $28.5B
- Margin
- +101.8%
Financials Stock List
| Company | Price | Fair Value | Score | Market Cap | P/E | EPS | Yield |
|---|---|---|---|---|---|---|---|
Sound Financial Bancorp, Inc. SFBC | $43.11 | $76.14 | 74 | $103M | 14.7 | $2.95 | 1.85% |
Pathfinder Bancorp, Inc. PBHC | $15.88 | $39.55 | 45 | $101M | -26.2 | $-0.64 | 2.44% |
Alpha Cognition Inc ACOG | $7.22 | — | 32 | $101M | -4.8 | $-1.16 | 0.00% |
Auburn National Bancorporation, Inc. AUBN | $27.04 | $16.89 | 65 | $101M | 12.7 | $2.27 | 3.74% |
First Northwest Bancorp FNWB | $10.81 | $5.95 | 45 | $100M | 19.1 | $0.55 | 0.00% |
Broadway Financial Corp. BYFC | $9.66 | $4.95 | 32 | $96M | -3.8 | $-2.38 | 0.00% |
Summit State Bank SSBI | $13.56 | $33.74 | 81 | $95M | 15.7 | $0.89 | 0.00% |
United Bancorp, Inc. UBCP | $15.88 | $37.37 | 42 | $95M | 11.9 | $1.42 | 5.75% |
First US Bancshares, Inc. FUSB | $16.55 | $30.34 | 71 | $93M | 15.7 | $1.08 | 1.67% |
Silvercrest Asset Management Group Inc. SAMG | $10.11 | $22.31 | 65 | $89M | 38.7 | $0.35 | 7.24% |
ATIF Holdings Limited Ordinary Shares AUC | $7.37 | — | 3 | $88M | -2.7 | $-0.28 | 0.00% |
SUI Group Holdings Limited SUIG | $1.16 | — | 32 | $88M | -0.3 | $-4.17 | 0.00% |
BCP Investment Corporation BCIC | $7.28 | $7.99 | 58 | $87M | -233.7 | $0.11 | 8.84% |
Fifth District Savings Bank FDSB | $16.23 | — | 65 | $85M | 19.1 | $0.85 | 0.00% |
YHN Acquisition I Limited YHNA | $10.86 | — | 19 | $84M | 798.5 | $0.31 | 0.00% |
PhenixFIN Corporation PFX | $42.55 | — | 35 | $83M | -84.3 | $-0.53 | 0.17% |
Hennessy Advisors, Inc. HNNA | $10.15 | $11.76 | 87 | $82M | 9.6 | $1.06 | 5.57% |
Altisource Portfolio Solutions S.A. ASPS | $7.50 | $2.48 | 26 | $80M | 12.4 | $0.57 | 0.00% |
Total Return Securities Fund SWZ | $5.94 | — | 77 | $77M | 4.3 | $1.13 | 0.00% |
OFS Credit Company, Inc. OCCI | $2.56 | — | 35 | $75M | -2.1 | $-1.20 | 43.92% |
Kestrel Group Ltd KG | $9.00 | — | 35 | $74M | 0.8 | $5.12 | 0.00% |
OptimumBank Holdings, Inc. OPHC | $5.84 | $27.68 | 77 | $71M | 3.9 | $1.46 | 0.00% |
Siebert Financial Corp. SIEB | $1.65 | $4.39 | 58 | $70M | -12.2 | $-0.14 | 0.00% |
Pearl Diver Credit Company Inc. PDCC | $9.96 | — | 52 | $69M | 4.0 | $2.68 | 25.00% |
Pearl Diver Credit Company Inc. PDPA | $25.15 | — | 52 | $69M | 4.0 | $2.68 | 25.00% |
Explore Financials Sub-Categories
About the financials sector
Financials is one of the larger sectors by stock count and one of the trickier ones to value with a single playbook. Banks, insurers, asset managers, payments processors, and exchanges all sit inside the same sector even though their economics differ in structural ways — interest-margin businesses, underwriting businesses, fee-based businesses, and software-style fintech all coexist here.
What they share is balance-sheet density. Most financial stocks carry far more leverage than a typical industrial or technology company does, and that leverage shows up in book value, regulatory capital, and credit-loss provisioning. Valuation conventions reflect that: price-to-book and return-on-equity carry more weight than they would for a software stock, and the Investment Score's emphasis on balance-sheet quality lands hardest in this sector.
The screener treats every name mechanically. A large bank, a small insurer, and a payments network are all run through the same models and the same Score. The page makes the inputs visible — book value where relevant, dividend yield, growth profile, base valuation — so the picture is the same picture the screener works from.
What this page is for
This page is a screener and reference surface, not editorial coverage. The list above refreshes with each data update; the methodology, FAQ, and related categories below stay in place so the page is useful both for somebody arriving from a specific search and for somebody scanning the sector for the first time.
If you want to value a single financial stock end-to-end rather than scan the sector, the Invest Viable Valuator walks through the same models we use to compute the base valuations on this page.
Sub-industries within Financials
Themes within this sector get their own screener pages. Each one applies the same Investment Score model and base valuation to a narrower group of companies.
- Bank StocksMoney-centre banks, regionals, and trust banks. Earnings driven by net interest margin, loan growth, and credit-loss provisioning — valuation typically anchored on book value and return on equity rather than P/E alone.
- Insurance StocksProperty & casualty, life, and reinsurance. Combined ratio, investment-portfolio yield, and book-value growth are the dominant valuation inputs; pricing cycles can drive multi-year shifts in earnings power.
- Fintech StocksPayments, digital lending, and embedded-finance names. Sit at the boundary between Financials and Technology — software-style growth profiles in some cases, credit-cycle exposure in others.
How we screen financials stocks
Every stock listed on this page has been classified into the Financials sector by our taxonomy and run through the same Investment Score model and base-valuation pipeline used across the site. The list is mechanical — no editorial weighting.
- Listed on a US exchange (NYSE / Nasdaq) and classified as Financial Services in our sector taxonomy. ADRs of foreign-domiciled banks and insurers appear when their primary US listing is active.
- Sufficient public financial history to compute the metrics shown. For banks and insurers this includes book-value-per-share and the income-statement line items needed for our valuation models.
- Ingested by our data pipeline within the last update window. Stocks awaiting refresh are not surfaced.
- Investment Score and base valuation computed by the same models used elsewhere on Invest Viable. The score evaluates profitability, balance-sheet quality, and growth — the formula itself is proprietary.
Frequently asked questions
How many stocks are in the Financials sector on Invest Viable?
The exact count is shown in the hero above and refreshes with each data update. The Financials sector covers banks, insurance, asset managers, capital markets, and diversified financial services. Real-estate investment trusts (REITs) sit on a separate Real Estate sector page even though many investors group them with financials in their portfolios.
How are financial stocks valued differently from other sectors?
Banks and insurers are usually valued on book value and return on equity rather than P/E alone — a low P/E on a bank can mean strong earnings or a market expecting credit losses. Our base valuations apply DCF where appropriate and multiple-based methods that respect the sector convention; the Investment Score weighs balance-sheet quality, which is especially important here.
Are dividend yields a reliable signal for bank or insurance stocks?
Yields can mean different things for different financials. A double-digit yield on a regional bank often reflects market concerns about future earnings rather than a stable income stream. The screener shows yield alongside the Investment Score and base valuation so you can see the full context rather than yield in isolation.
Why are some large banks rated lower than smaller ones on Investment Score?
The Investment Score is computed from each company's own fundamentals and our base valuation; size is not a direct input. A small specialist with strong margins and clean credit can score higher than a money-centre bank carrying provisioning headwinds. The list can be sorted by Score to see the order regardless of market cap.
Does Invest Viable recommend specific financial stocks?
No. This page is a screener and analysis surface, not a recommendation list. Each stock is shown with its underlying financial data, base valuation, and Investment Score so you can do your own research. Invest Viable does not publish buy or sell calls on individual securities.
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Disclaimer: The information provided on this page is for informational and educational purposes only and does not constitute investment advice, financial advice, or any recommendation to buy, sell, or hold any security. Investment Scores, base valuations, and fair value estimates are generated using proprietary models and should not be the sole basis for any investment decision. All investments involve risk, including the potential loss of principal. Past performance does not guarantee future results. Always conduct your own research and consult with a qualified financial advisor before making investment decisions. Invest Viable AB is not a registered investment advisor.