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DIREKTE · 06:39 UTC
Companies

Financials

Coverage of financials companies under Platform analysis-pipeline.

Sub-sectors of Financials

4
Sector ETFXLFFinancial Select Sector SPDR
Policy pressureNET +1avg severity 3.2See bills →
2 bullish2 mixed1 bearish
Top moverslast close vs prior close · 3745 tickers in sector
Peer cohort medianspeer cohort · industry-most-specific level
Banks696 cos · 990 covered
Activity
Op margin36.8%
Net margin33.9%
Gross margin55.0%
Banking & Investment Services596 cos · 844 covered
Activity
Op margin25.8%
Net margin21.2%
Gross margin81.4%
Investment Holding Companies84 cos · 454 covered
Activity
Op margin6.6%
Net margin15.0%
Gross margin37.1%
Banking268 cos · 372 covered
Activity
Op margin29.4%
Net margin14.9%
Gross margin63.8%
Commercial Banks4 cos · 264 covered
Activity
Op margin10.2%
Net margin16.8%
Gross margin23.5%
R&D / revenue18.8%
Insurance11 cos · 238 covered
Activity
Op margin19.9%
Net margin13.4%
Gross margin67.3%
Asset Management27 cos · 148 covered
Activity
Op margin10.7%
Net margin6.2%
Gross margin47.8%
Unclassified1 cos · 131 covered
Activity
Op margin20.3%
Net margin14.0%
Gross margin38.3%
R&D / revenue11.6%
Closed End Funds5 cos · 114 covered
Activity
Op margin63.2%
Net margin71.0%
Gross margin76.7%
Life & Health Insurance15 cos · 108 covered
Activity
Op margin12.3%
Net margin2.9%
Gross margin28.2%
UK Investment Trusts1 cos · 79 covered
Activity
Op margin86.0%
Net margin84.2%
Gross margin90.3%
Diversified Investment Services39 cos · 64 covered
Activity
Op margin7.3%
Net margin25.9%
Gross margin72.4%
Diversified Investment Management5 cos · 63 covered
Activity
Op margin8.6%
Net margin9.8%
Multiline Insurance & Brokers9 cos · 62 covered
Activity
Op margin14.2%
Net margin11.9%
Gross margin43.9%
R&D / revenue10.5%
Exchange-Traded Funds3 cos · 37 covered
Activity
Op margin-10.9%
Net margin-3.4%
Gross margin68.7%
R&D / revenue4.3%
Capital Markets17 cos · 34 covered
Activity
Op margin27.5%
Net margin19.6%
Gross margin84.6%
Asset Management & Custody Services10 cos · 31 covered
Activity
Op margin11.7%
Net margin31.0%
Gross margin73.9%
R&D / revenue7.9%
Investment Banking & Brokerage Services23 cos · 24 covered
Activity
Op margin8.1%
Net margin8.7%
Gross margin85.4%
Financial Services5 cos · 15 covered
Activity
Op margin19.4%
Net margin6.0%
Gross margin49.4%
Payment Networks18 cos · 9 covered
Activity
Op margin63.1%
Net margin9.0%
Gross margin37.5%
R&D / revenue14.6%
Reinsurance3 cos · 9 covered
Activity
Net margin9.1%
Consumer Finance7 cos · 6 covered
Activity
Op margin11.6%
Net margin7.3%
Gross margin90.4%
Mutual Funds1 cos · 6 covered
Activity
Op margin31.4%
Net margin6.0%
Gross margin66.2%
Mortgage Real Estate Investment Trusts (REITs)1 cos · 5 covered
Activity
Net margin6.4%
Pension Funds1 cos · 4 covered
Activity
Op margin-26.6%
Net margin-30.5%
Gross margin93.1%
Professional & Business Education40 cos · 2 covered
Activity
Op margin5.3%
Net margin2.5%
Gross margin57.2%
Corporate Financial Services100 cos · 1 covered
Industry
Op margin31.6%
Net margin16.5%
Gross margin67.8%
Insurance Funds1 cos · 1 covered
Activity
no metrics yet
Investment Management & Fund Operators6 cos · 1 covered
Activity
Op margin10.8%
Net margin18.8%
Metals & Mining103 cos · 1 covered
Activity
Op margin23.3%
Net margin13.9%
Gross margin35.3%
R&D / revenue0.6%
Top companies showing 50 of 3988
Sort by
ABRNYSE

Arbor Realty Trust Inc

Banks
Price$5.01
Mkt Cap$964.4M
P/E
Revenue
Op Income
FCF

Arbor Realty Trust maintains a capital structure characterized by high leverage typical of mortgage REITs, with total assets of $14.35 billion against total equity of $2.78 billion as of Q2 2026. T…

Dilution: Medium · Liquidity: Low
AGMNYSE

Federal Agricultural Mortgage Corp

Banks
Price$227.60
Mkt Cap$2.48B
P/E18.2
Revenue
Op Income
FCF$80.1M

Federal Agricultural Mortgage Corporation maintains a capital structure characterized by high leverage, with a debt-to-equity ratio of 18.75, reflecting its role as a securitization entity rather t…

Dilution: Unknown · Liquidity: Medium
ALLYNYSE

Ally Financial Inc.

Banks
Price$43.46
Mkt Cap$13.61B
P/E16.9
Revenue$307.0M
Op Income
FCF

Ally Financial maintains a capital structure characterized by significant leverage typical of banking entities, with total liabilities of $181.66 billion against total equity of $15.61 billion. The…

Dilution: Medium · Liquidity: Medium
AUBNYSE

Atlantic Union Bankshares Corp

Banks
Price$42.81
Mkt Cap$6.09B
P/E49.9
Revenue
Op Income
FCF

Atlantic Union Bankshares maintains a capital structure supported by $5.05 billion in total equity against $37.32 billion in total assets, resulting in a debt-to-equity ratio of 0.1. The firm holds…

Dilution: Medium · Liquidity: Low
AVBHNasdaq

Avidbank Holdings, Inc.

Banks
Price$32.61
Mkt Cap$351.3M
P/E38.0
Revenue$101.0k
Op Income
FCF$8.2M

Avidbank Holdings maintains a conservative capital structure with a debt-to-equity ratio of 0.19 and a price-to-book value of 1.19. The balance sheet shows total assets of $2.58 billion against tot…

Dilution: Medium · Liquidity: Low
AXNYSE

Axos Financial, Inc.

Banks
Price$101.41
Mkt Cap$5.74B
P/E13.0
Revenue
Op Income
FCF$436.1M

Axos Financial maintains a conservative capital structure with a debt-to-equity ratio of 0.0, indicating no long-term debt burden relative to equity. The balance sheet shows total assets of $29.25…

Dilution: Low · Liquidity: Low
BANCNYSE

Banc Of California, Inc.

Banks
Price$19.15
Mkt Cap$3.08B
P/E15.1
Revenue$10.1M
Op Income
FCF$45.6M

Banc of California maintains a capital structure characterized by total assets of $34.72 billion and total equity of $3.55 billion as of Q1 2026. The balance sheet shows total liabilities of $31.17…

Dilution: High · Liquidity: Unknown
BFHNYSE

Bread Financial Holdings, Inc.

Banking
Price$108.07
Mkt Cap$4.67B
P/E23.4
Revenue
Op Income
FCF$1.83B

BREAD FINANCIAL HOLDINGS, INC. maintains a capital structure characterized by total assets of $22.31 billion and total equity of $3.33 billion as of Q1 2026. The balance sheet shows total liabiliti…

Dilution: High · Liquidity: Low
BNYNYSE

Bank of New York Mellon Corp

Banks
Price$156.33
Mkt Cap$109.14B
P/E20.4
Revenue
Op Income
FCF-$3.63B

Bank of New York Mellon maintains a robust capital structure with total assets of $561.5 billion and total equity of $44.8 billion as of Q1 2026. The balance sheet shows total liabilities of $516.2…

Dilution: Low · Liquidity: Low
BPOPNasdaq

Popular, Inc.

Banks
Price$175.21
Mkt Cap$11.36B
P/E45.1
Revenue$38.8M
Op Income
FCF$154.9M

Popular, Inc. maintains a capital structure defined by total assets of $76.1 billion and total equity of $6.3 billion, resulting in a debt-to-equity ratio of 0.0 as reported in the valuation snapsh…

Dilution: Low · Liquidity: Unknown
BSVNNasdaq

Bank7 Corp.

Banks
Price$50.28
Mkt Cap$482.5M
P/E44.2
Revenue
Op Income
FCF$14.2M

Bank7 Corp. maintains a conservative capital structure with zero reported debt-to-equity, resulting in a debt-to-equity ratio of 0.0. Total equity stands at $259.8 million against total liabilities…

Dilution: Low · Liquidity: Unknown
CCNENasdaq

Cnb Financial Corp

Banks
Price$35.10
Mkt Cap$1.03B
P/E36.4
Revenue
Op Income
FCF$18.8M

CNB Financial maintains a conservative capital structure with total assets of $8.51 billion and total equity of $889.1 million as of Q1 2026. The balance sheet shows low leverage, with a debt-to-eq…

Dilution: Medium · Liquidity: Low
CFGNYSE

Citizens Financial Group Inc

Banks
Price$71.65
Mkt Cap$30.80B
P/E16.4
Revenue$415.0M
Op Income
FCF

Citizens Financial Group maintains a capital structure supported by $26.17 billion in total equity against $201.75 billion in total liabilities, resulting in a debt-to-equity ratio of 0.0 in the va…

Dilution: Medium · Liquidity: Medium
COFNYSE

Capital One Financial Corp

Banking
Price$210.28
Mkt Cap$131.09B
P/E53.4
Revenue$2.41B
Op Income
FCF$5.47B

Capital One maintains a substantial balance sheet with total assets of $682.9 billion and total equity of $112.3 billion. The capital structure includes $50.3 billion in long-term debt and $1.6 bil…

Dilution: Medium · Liquidity: Medium
COSONYSE

CoastalSouth Bancshares, Inc.

Banks
Price$27.27
Mkt Cap$339.3M
P/E13.4
Revenue$519.0k
Op Income
FCF-$21.7M

CoastalSouth Bancshares maintains a capital structure defined by total assets of $2.35 billion and total equity of $262.9 million, resulting in a debt-to-equity ratio of 0.0. The company trades at…

Dilution: Medium · Liquidity: Unknown
CUBINYSE

Customers Bancorp, Inc.

Banks
Price$78.68
Mkt Cap$2.78B
P/E38.6
Revenue
Op Income
FCF$35.0M

Customers Bancorp maintains a capital structure characterized by high liquidity and low leverage. The company holds $4.798 billion in cash and equivalents against total assets of $25.88 billion, re…

Dilution: High · Liquidity: Low
EGBNNasdaq

Eagle Bancorp Inc

Banks
Price$27.75
Mkt Cap$847.5M
P/E56.8
Revenue
Op Income
FCF$14.3M

Eagle Bancorp maintains a conservative capital structure with zero short-term debt and a debt-to-equity ratio of 0.0. Total assets stand at $9.95 billion, supported by $1.15 billion in total equity…

Dilution: Medium · Liquidity: Low
ENVANYSE

Enova International, Inc.

Banks
Price$254.14
Mkt Cap$6.69B
P/E18.6
Revenue$1.80B
Op Income$444.3M
FCF$1.77B

Enova International maintains a capital structure characterized by zero reported debt-to-equity, supported by total equity of $1.497 billion and total assets of $7.222 billion. The company holds $1…

Dilution: High · Liquidity: Low
FMAONasdaq

Farmers & Merchants Bancorp Inc

Banks
Price$33.36
Mkt Cap$459.3M
P/E43.5
Revenue
Op Income
FCF$7.0M

FARMERS & MERCHANTS BANCORP INC maintains a capital structure defined by total assets of $3.49 billion and total equity of $375.9 million, resulting in a debt-to-equity ratio of 0.0. The valuation…

Dilution: Medium · Liquidity: Unknown
HTBNYSE

HomeTrust Bancshares, Inc.

Banks
Price$51.19
Mkt Cap$855.7M
P/E49.2
Revenue
Op Income
FCF$110.0M

HomeTrust Bancshares maintains a capital structure characterized by total assets of $4.39 billion and total equity of $592.4 million, resulting in a debt-to-equity ratio of 0.0. The balance sheet h…

Dilution: Medium · Liquidity: Low
MCBNYSE

Metropolitan Bank Holding Corp.

Banks
Price$92.48
Mkt Cap$994.7M
P/E33.5
Revenue
Op Income
FCF

Metropolitan Bank Holding Corp. maintains a capital structure characterized by total assets of $8.84 billion and total equity of $948.3 million as of Q1 2026. The balance sheet shows total liabilit…

Dilution: Medium · Liquidity: Low
RJFNYSE

Raymond James Financial Inc

Banking & Investment Services
Price$175.98
Mkt Cap$35.25B
P/E15.6
Revenue$8.44B
Op Income
FCF$998.0M

Raymond James Financial maintains a capital structure characterized by total assets of $91.94 billion and total equity of $12.57 billion as of Q2 2026. The firm reports a debt-to-equity ratio of 0.…

Dilution: Medium · Liquidity: Low
SSBNYSE

SouthState Bank Corp

Banks
Price$105.09
Mkt Cap$10.40B
P/E44.8
Revenue
Op Income
FCF$283.0M

SouthState Bank Corp maintains a balance sheet with total assets of $67.98 billion and total equity of $9.03 billion as of Q1 2026. The company reports a debt-to-equity ratio of 0.0, reflecting the…

Dilution: Medium · Liquidity: Unknown
AXPNYSE

American Express Co

Banking
Price$338.46
Mkt Cap$230.83B
P/E20.2
Revenue$21.73B
Op Income
FCF$7.13B

American Express maintains a robust capital structure with total equity of $34.28 billion against total liabilities of $273.92 billion. The balance sheet shows total assets of $308.20 billion, supp…

Dilution: Medium · Liquidity: Medium
COLBNasdaq

Columbia Banking System, Inc.

Banks
Price$31.26
Mkt Cap$9.13B
P/E17.3
Revenue
Op Income
FCF

Columbia Banking System maintains a capital structure defined by total assets of $66.03 billion and total equity of $7.66 billion. The balance sheet shows total liabilities of $58.36 billion, resul…

Dilution: Medium · Liquidity: Low
PNCNYSE

PNC Financial Services Group, Inc.

Banks
Price$249.87
Mkt Cap$101.20B
P/E
Revenue$6.17B
Op Income
FCF

PNC Financial Services Group maintains a substantial balance sheet with total assets of $603.0 billion and total equity of $63.6 billion as of Q1 2026. The company trades at a price-to-book ratio o…

Dilution: Medium · Liquidity: Unknown
PGRNYSE

Progressive Corp/oh/

Insurance
Price$211.42
Mkt Cap$124.08B
P/E12.1
Revenue$22.19B
Op Income
FCF$4.30B

Progressive Corp maintains a conservative capital structure with zero short-term debt and a debt-to-equity ratio of 0.0. The balance sheet shows total assets of $122.2 billion against total liabili…

Dilution: Medium · Liquidity: Low
MTBNYSE

M&T Bank Corp

Banks
Price$246.29
Mkt Cap$36.97B
P/E13.2
Revenue$418.0M
Op Income
FCF

M&T Bank Corp maintains a capital structure supported by $27.97 billion in total equity against $186.76 billion in total liabilities, resulting in a debt-to-equity ratio of 0.28. The company holds…

Dilution: Unknown · Liquidity: Medium
JPMNYSE

Jpmorgan Chase & Co

Banks
Price$353.80
Mkt Cap$962.41B
P/E16.7
Revenue
Op Income
FCF

JPMorgan Chase maintains a substantial balance sheet with total assets of $4.9 trillion and total equity of $364 billion. The firm’s capital structure is characterized by a debt-to-equity ratio of…

Dilution: Low · Liquidity: Medium
CVCONasdaq

Cavco Industries, Inc.

Banks
Price$584.32
Mkt Cap$4.64B
P/E24.4
Revenue$2.24B
Op Income$228.6M
FCF$232.1M

Cavco Industries maintains a conservative capital structure with zero debt-to-equity and a current ratio of 2.46, supported by $236.7 million in cash and equivalents. The company generates $267.5 m…

Dilution: Medium · Liquidity: Low
AROWNasdaq

Arrow Financial Corp

Banks
Price$39.84
Mkt Cap$653.5M
P/E51.2
Revenue
Op Income
FCF$13.9M

Arrow Financial Corp maintains a capital structure characterized by low leverage, with a debt-to-equity ratio of 0.01 and total equity of $440.1 million against total assets of $4.52 billion. The c…

Dilution: Medium · Liquidity: Medium
ASNSOTC

Actelis Networks Inc

Banks
Price$0.04
Mkt Cap$654.3k
P/E
Revenue$958.0k
Op Income-$1.9M
FCF-$1.9M

Actelis Networks maintains a conservative capital structure with a debt-to-equity ratio of 0.06 and a current ratio of 4.38, indicating strong short-term liquidity coverage. The balance sheet shows…

Dilution: Medium · Liquidity: High
BAFNNasdaq

BayFirst Financial Corp.

Banks
Price$6.63
Mkt Cap$27.2M
P/E
Revenue
Op Income
FCF-$3.2M

BayFirst Financial Corp. maintains a capital structure defined by total assets of $1.20 billion and total equity of $81.9 million, resulting in a price-to-book ratio of 0.29. The balance sheet show…

Dilution: Medium · Liquidity: Low
BANFNasdaq

Bancfirst Corp /ok/

Banks
Price$112.82
Mkt Cap$3.84B
P/E61.9
Revenue
Op Income
FCF$65.1M

BancFirst Corp maintains a capital structure defined by total assets of $15.12 billion and total equity of $1.90 billion, resulting in a price-to-book ratio of 2.3x. The company reports a debt-to-e…

Dilution: Medium · Liquidity: Medium
BANRNasdaq

Banner Corp

Banks
Price$70.41
Mkt Cap$2.41B
P/E43.1
Revenue
Op Income$19.2M
FCF$109.4M

Banner Corporation maintains a conservative capital structure with total assets of $16.34 billion and total equity of $1.97 billion as of Q1 2026. The balance sheet shows zero debt-to-equity, indic…

Dilution: Medium · Liquidity: Low
BCMLNasdaq

BayCom Corp

Banks
Price$30.18
Mkt Cap$329.2M
P/E
Revenue
Op Income
FCF$30.1M

BayCom Corp maintains a capital structure defined by total assets of $2.65 billion and total equity of $344 million as of Q2 2024. The balance sheet shows total liabilities of $2.30 billion. The va…

Dilution: Low · Liquidity: Unknown
BHBNYSE

Bar Harbor Bankshares

Banks
Price$39.71
Mkt Cap$667.3M
P/E48.4
Revenue
Op Income
FCF$3.0M

Bar Harbor Bankshares maintains a capital structure defined by $537.9 million in total equity against $4.14 billion in total liabilities, resulting in a debt-to-equity ratio of 0.15. The balance sh…

Dilution: Medium · Liquidity: Low
BKUNYSE

BankUnited, Inc.

Banks
Price$46.65
Mkt Cap$3.45B
P/E56.1
Revenue
Op Income
FCF

BankUnited maintains a conservative capital structure with total assets of $35.36 billion and total equity of $3.02 billion as of Q1 2026. The debt-to-equity ratio stands at 0.11, reflecting a liab…

Dilution: Medium · Liquidity: Low
BMNRNYSE

Bitmine Immersion Technologies, Inc.

Banks
Price$17.06
Mkt Cap$6.64B
P/E16.3
Revenue$13.3M
Op Income-$9.31B
FCF-$317.0M

Bitmine maintains a highly liquid balance sheet with $879.6 million in cash and equivalents against total liabilities of $36.2 million, resulting in a current ratio of 54.19 and zero debt-to-equity…

Dilution: Medium · Liquidity: Low
BPRNNasdaq

Princeton Bancorp, Inc.

Banks
Price$41.24
Mkt Cap$280.8M
P/E44.6
Revenue
Op Income
FCF$4.9M

Princeton Bancorp maintains a capital structure characterized by zero reported debt-to-equity and no outstanding borrowings as of March 31, 2026. The balance sheet shows total assets of $2.25 billi…

Dilution: Medium · Liquidity: Unknown
BSBKNasdaq

Bogota Financial Corp.

Banks
Price$8.48
Mkt Cap$106.9M
P/E151.4
Revenue
Op Income
FCF$673.3k

Bogota Financial Corp. maintains a conservative capital structure with a debt-to-equity ratio of 0.0, indicating no long-term debt obligations on its balance sheet. The company holds $27.9 million…

Dilution: Medium · Liquidity: Low
BSRRNasdaq

Sierra Bancorp

Banks
Price$41.16
Mkt Cap$539.1M
P/E43.1
Revenue
Op Income
FCF$11.0M

Sierra Bancorp maintains a capital structure characterized by significant leverage typical of the banking sector, with total liabilities of $3.39 billion against total equity of $363.7 million. The…

Dilution: Medium · Liquidity: Medium
BTCTNasdaq

BTC Digital Ltd.

Investment Holding Companies
Price$0.52
Mkt Cap$1.4M
P/E
Revenue$7.5M
Op Income-$2.2M
FCF-$650.0k

BTC Digital Ltd. maintains a lean capital structure with total liabilities of $4.63 million against total equity of $20.43 million, resulting in a debt-to-equity ratio of 0.03. The current ratio st…

Dilution: Medium · Liquidity: Medium
BUSENasdaq

First Busey Corp /nv/

Banks
Price$30.86
Mkt Cap$2.71B
P/E20.0
Revenue$196.2M
Op Income
FCF$49.1M

First Busey Corporation maintains a capital structure characterized by low leverage, with a debt-to-equity ratio of 0.12 and total equity of $2.41 billion against total assets of $18.04 billion. Th…

Dilution: Low · Liquidity: Medium
CACCNasdaq

Credit Acceptance Corp

Banking
Price$568.91
Mkt Cap$6.23B
P/E14.5
Revenue$580.0M
Op Income
FCF$345.5M

Credit Acceptance Corp maintains a capital structure characterized by zero reported debt-to-equity in the valuation snapshot, yet the balance sheet reveals total liabilities of $7.18 billion agains…

Dilution: High · Liquidity: Low
CBFVNasdaq

CB Financial Services, Inc.

Banks
Price$36.63
Mkt Cap$194.8M
P/E47.6
Revenue
Op Income
FCF$2.8M

CB Financial Services maintains a capital structure defined by total assets of $1.58 billion and total equity of $158.8 million, resulting in a debt-to-equity ratio of 0.0. The bank holds $55.5 mil…

Dilution: High · Liquidity: Low
CCBGNasdaq

Capital City Bank Group Inc

Banks
Price$51.87
Mkt Cap$889.4k
P/E0.1
Revenue
Op Income
FCF$14.7M

Capital City Bank Group maintains a conservative capital structure with total assets of $4.45 billion and total equity of $560 million. The debt-to-equity ratio stands at 0.06, indicating low lever…

Dilution: Medium · Liquidity: Medium
CMENasdaq

Cme Group Inc.

Banking & Investment Services
Price$267.22
Mkt Cap$97.06B
P/E20.6
Revenue$1.88B
Op Income$1.31B
FCF$1.24B

CME Group maintains a capital structure characterized by zero short-term debt and a debt-to-equity ratio of 0.0, indicating a conservative leverage profile. The company holds $2.39 billion in cash…

Dilution: Unknown · Liquidity: Medium
CPFNYSE

Central Pacific Financial Corp

Banks
Price$39.40
Mkt Cap$1.04B
P/E13.2
Revenue$11.6M
Op Income
FCF$17.3M

Central Pacific Financial Corp maintains a conservative capital structure with zero short-term debt and a debt-to-equity ratio of 0.0, indicating minimal leverage risk. The balance sheet shows tota…

Dilution: Medium · Liquidity: Low
CWBCNasdaq

Community West Bancshares

Banks
Price$25.03
Mkt Cap$479.0M
P/E41.6
Revenue
Op Income
FCF$8.2M

Community West Bancshares maintains a capital structure defined by total assets of $3.70 billion and total equity of $419.2 million, resulting in a price-to-book ratio of 1.52. The balance sheet sh…

Dilution: Unknown · Liquidity: Low
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