Sectors & IndustriesFinancial Services
Best Financial Stocks to Buy Now (2025)
Top financial stocks in 2025 ranked by overall Due Diligence Score. See the best financial stocks to buy now, according to analyst forecasts for the financial services sector.

Sector: Financial Services

Overview Zen Rating Price Value Growth Financials Momentum

Sentiment Forecast Dividends Due Diligence

Ticker	Company	Price	Volume	Vol 1d %	SMA 10	SMA 20	SMA 50	SMA 100	SMA 200	RSI	Stochastic %K	Stochastic %D	StochRSI %K	StochRSI %D	MACD	MACD Signal	MACD Histogram	Beta
SHBI	SHORE BANCSHARES INC	$14.37	170,561	33.66%	13.38	12.76	13.53	14.79	14.60	65.87	92.41	92.82	92.89	93.76	0.15	-0.12	0.27	0.78
ROOT	ROOT INC	$143.09	414,352	3.58%	142.24	131.68	134.09	111.99	84.57	54.31	63.47	73.00	50.51	64.96	3.63	2.52	1.11	1.78
KB	KB FINANCIAL GROUP INC	$65.61	241,401	44.99%	60.81	56.63	55.67	57.61	61.01	73.21	93.60	95.74	89.83	93.22	2.35	1.41	0.95	0.89
TCPC	BLACKROCK TCP CAPITAL CORP	$6.75	1,240,146	215.70%	6.88	6.80	7.64	8.32	8.64	38.42	53.49	66.98	58.81	70.13	-0.22	-0.28	0.05	0.68
HMN	HORACE MANN EDUCATORS CORP	$42.25	244,334	-5.11%	41.01	40.64	41.30	40.41	38.39	57.29	79.02	81.97	78.31	83.62	0.12	-0.10	0.22	0.56
CFFI	C & F FINANCIAL CORP	$66.54	7,431	53.95%	65.31	61.84	67.93	71.97	66.37	52.82	85.13	85.55	81.93	83.39	-0.13	-1.24	1.11	0.59
SNV	SYNOVUS FINANCIAL CORP	$45.35	876,400	-28.88%	43.06	41.54	45.17	49.57	48.60	57.20	88.85	86.09	96.08	96.08	-0.24	-0.95	0.71	1.43
UPST	UPSTART HOLDINGS INC	$50.08	7,616,170	53.34%	46.39	42.69	49.64	59.61	52.77	57.20	77.86	80.42	89.42	90.81	0.09	-1.43	1.51	2.80
FUTU	FUTU HOLDINGS LTD	$98.60	2,109,159	58.89%	90.18	85.21	99.94	96.00	87.35	57.35	92.95	90.40	98.27	95.32	-1.11	-3.45	2.34	1.50
NWG	NATWEST GROUP PLC	$13.00	4,096,028	-3.09%	12.79	12.15	12.04	11.27	10.31	62.27	84.79	89.42	64.69	78.13	0.34	0.26	0.07	1.05
BHLB	BERKSHIRE HILLS BANCORP INC	$25.61	350,276	-57.98%	24.69	24.06	25.64	27.30	27.47	57.25	92.84	92.61	95.61	95.24	-0.11	-0.41	0.31	1.03
PRAA	PRA GROUP INC	$19.30	289,809	70.63%	18.08	17.67	19.34	20.48	21.29	55.87	90.00	90.44	93.56	94.40	-0.24	-0.54	0.30	0.83
ORRF	ORRSTOWN FINANCIAL SERVICES INC	$30.35	90,102	-34.69%	28.92	27.79	29.85	32.93	34.47	63.91	92.74	91.11	99.41	99.61	0.08	-0.44	0.52	0.73
PAX	PATRIA INVESTMENTS LTD	$10.55	868,145	49.66%	10.34	10.18	10.93	11.41	11.57	50.07	86.43	88.18	94.97	97.99	-0.12	-0.23	0.11	1.01
FMNB	FARMERS NATIONAL BANC CORP	$13.44	58,641	-33.76%	13.15	12.66	13.16	13.65	14.26	60.15	78.59	75.44	87.13	84.83	0.09	-0.03	0.12	0.73
OFS	OFS CAPITAL CORP	$8.76	53,287	-6.69%	8.70	8.52	8.79	8.50	8.37	51.62	64.79	73.68	67.48	79.98	0.02	-0.04	0.06	0.52
V	VISA INC	$347.60	6,103,721	4.34%	337.13	331.37	339.25	333.22	307.89	58.69	91.95	93.55	94.80	96.53	1.84	-0.42	2.26	0.91
MFIN	MEDALLION FINANCIAL CORP	$9.09	30,907	-52.44%	8.89	8.64	8.61	8.94	8.72	60.38	80.52	77.80	76.02	70.16	0.09	0.05	0.04	0.89
CASH	PATHWARD FINANCIAL INC	$81.84	185,598	-11.08%	78.29	73.57	73.77	75.94	73.07	70.30	90.26	88.48	94.70	95.38	2.22	1.15	1.08	1.12
FUNC	FIRST UNITED CORP	$30.67	7,939	37.35%	29.88	28.70	30.64	32.76	31.50	56.03	81.64	80.24	89.91	89.36	0.02	-0.36	0.38	0.53
HBCP	HOME BANCORP INC	$50.85	9,804	-39.12%	49.11	45.86	45.64	46.80	45.69	66.77	88.88	88.24	87.02	89.03	1.58	0.91	0.67	0.86
CRBG	COREBRIDGE FINANCIAL INC	$30.66	2,298,280	18.25%	29.38	28.14	30.59	31.10	30.29	56.47	89.98	90.79	88.88	90.27	-0.03	-0.48	0.45	1.26
HLI	HOULIHAN LOKEY INC	$166.51	515,301	101.56%	159.58	154.98	159.80	168.89	166.00	60.98	90.89	93.05	99.52	99.52	1.16	-0.65	1.81	0.90
BHF	BRIGHTHOUSE FINANCIAL INC	$58.89	751,837	14.79%	54.78	52.13	55.11	53.91	50.34	61.76	91.52	90.56	100.00	99.73	0.82	-0.29	1.11	1.50
SBFG	SB FINANCIAL GROUP INC	$19.40	38,110	35.18%	19.40	18.95	19.88	20.84	19.58	49.01	74.02	78.45	82.26	88.76	-0.13	-0.28	0.14	0.41
CACC	CREDIT ACCEPTANCE CORP	$488.59	174,126	-11.13%	474.88	478.71	486.98	489.36	479.65	51.55	65.01	66.25	84.06	87.48	-2.99	-4.23	1.24	1.25
OPBK	OP BANCORP	$13.16	61,281	9.05%	12.26	11.65	12.14	13.71	13.61	64.17	96.60	95.85	97.46	96.09	0.23	-0.03	0.25	0.73
NWFL	NORWOOD FINANCIAL CORP	$26.90	25,341	-70.52%	24.97	23.67	24.43	25.68	26.90	72.15	89.73	88.68	99.40	96.55	0.46	0.05	0.42	0.57
TIGR	UP FINTECH HOLDING LTD	$8.90	5,095,858	114.84%	7.86	7.37	7.76	7.41	6.34	67.16	94.03	93.38	99.93	99.78	0.18	-0.03	0.21	1.55
PYPL	PAYPAL HOLDINGS INC	$67.24	10,084,879	0.12%	64.40	62.55	66.59	76.22	75.63	56.72	83.23	84.12	91.73	93.14	-0.17	-1.12	0.94	1.40
FBIZ	FIRST BUSINESS FINANCIAL SERVICES INC	$49.68	15,394	-16.33%	48.36	46.97	48.17	48.50	46.67	58.19	63.40	60.11	66.29	64.15	0.30	-0.02	0.32	0.77
SIGI	SELECTIVE INSURANCE GROUP INC	$87.68	306,369	-5.89%	88.47	87.53	87.34	89.04	90.78	48.67	26.48	35.41	10.12	18.27	-0.07	0.15	-0.21	0.66
PCB	PCB BANCORP	$19.80	38,580	13.56%	19.26	18.44	18.72	19.37	19.18	62.59	89.22	91.43	85.22	89.72	0.32	0.13	0.20	0.77
NDAQ	NASDAQ INC	$78.18	2,350,580	-21.79%	74.85	72.73	75.19	77.49	75.24	61.60	93.99	94.62	99.40	99.28	0.54	-0.23	0.77	0.87
RWAY	RUNWAY GROWTH FINANCE CORP	$9.21	324,990	49.68%	9.22	9.09	10.21	10.67	10.64	42.88	61.23	67.89	79.06	82.45	-0.27	-0.35	0.08	0.59
CZFS	CITIZENS FINANCIAL SERVICES INC	$56.50	5,808	-4.52%	55.69	55.65	57.31	60.39	58.82	50.72	52.17	46.88	48.00	39.36	-0.64	-0.70	0.06	0.45
TWFG	TWFG INC	$32.69	35,699	-71.53%	32.12	31.49	30.79	30.33	N/A	56.21	51.41	53.72	32.93	28.44	0.40	0.46	-0.05	0.61
BPRN	PRINCETON BANCORP INC	$31.17	21,387	175.04%	29.46	28.91	30.18	31.97	34.38	61.30	95.38	85.49	95.72	92.44	0.02	-0.34	0.36	0.55
RRBI	RED RIVER BANCSHARES INC	$54.18	5,746	-28.59%	51.52	50.39	52.11	53.74	53.56	62.78	96.19	81.75	100.00	95.65	0.24	-0.33	0.57	0.71
BTM	BITCOIN DEPOT INC	$1.51	110,570	85.60%	1.47	1.36	1.34	1.49	1.58	58.17	77.44	82.03	71.28	80.69	0.05	0.03	0.02	0.35
PGR	PROGRESSIVE CORP	$282.81	1,533,871	-38.01%	270.58	269.66	275.15	260.92	253.04	58.82	90.57	82.57	93.26	92.21	1.18	-0.51	1.69	0.48
LCNB	LCNB CORP	$14.94	14,134	-35.50%	14.56	14.28	14.60	15.04	15.25	56.17	86.18	80.30	82.77	89.98	0.06	-0.05	0.11	0.65
FFIC	FLUSHING FINANCIAL CORP	$12.71	239,513	17.64%	12.18	11.71	12.68	13.73	14.43	58.01	84.80	86.43	84.50	86.27	-0.05	-0.22	0.17	0.90
DHIL	DIAMOND HILL INVESTMENT GROUP INC	$131.41	24,654	54.09%	128.40	129.98	139.46	145.54	151.97	46.68	56.60	44.13	81.96	80.67	-3.19	-3.79	0.60	0.77
WT	WISDOMTREE INC	$9.13	2,343,964	64.16%	8.63	8.37	8.66	9.40	9.93	61.58	88.17	89.97	93.81	94.69	0.05	-0.05	0.10	1.14
WTBA	WEST BANCORPORATION INC	$20.14	20,214	-23.06%	19.41	19.07	20.10	21.06	20.79	56.64	74.76	71.12	89.27	90.45	-0.07	-0.25	0.19	0.85
TRV	TRAVELERS COMPANIES INC	$267.41	1,267,365	9.86%	260.82	253.40	256.09	249.58	243.09	61.00	92.95	94.14	93.21	95.36	2.86	1.45	1.42	0.60
BWB	BRIDGEWATER BANCSHARES INC	$15.73	81,100	3.48%	14.38	13.57	13.79	13.93	14.07	69.69	94.50	95.41	95.49	97.00	0.48	0.17	0.31	0.81
PDLB	PONCE FINANCIAL GROUP INC	$13.24	48,302	-14.40%	12.30	11.81	12.41	12.77	12.04	69.38	96.39	95.90	99.04	99.16	0.17	-0.08	0.25	0.45
OBT	ORANGE COUNTY BANCORP INC	$26.65	40,507	-60.04%	23.54	22.90	23.78	25.50	27.10	68.42	89.22	80.44	100.00	96.23	0.25	-0.18	0.44	0.53
WSBC	WESBANCO INC	$30.42	526,820	3.12%	29.58	28.66	30.90	32.47	32.17	55.71	81.10	78.30	98.62	98.49	-0.15	-0.52	0.37	0.93
NMFC	NEW MOUNTAIN FINANCE CORP	$9.97	436,156	9.34%	9.95	9.72	10.64	11.06	11.48	46.73	67.86	75.58	71.70	78.19	-0.17	-0.25	0.08	0.56
SYF	SYNCHRONY FINANCIAL	$54.18	3,261,597	-1.28%	51.21	48.84	52.60	59.74	56.61	59.04	92.05	91.86	96.08	96.40	0.12	-0.83	0.95	1.41
PTMN	PORTMAN RIDGE FINANCE CORP	$12.23	51,029	12.39%	12.21	12.16	14.43	15.56	17.00	33.65	58.32	53.86	92.22	91.56	-0.59	-0.75	0.16	0.37
GLAD	GLADSTONE CAPITAL CORP	$25.40	78,878	41.66%	25.02	24.62	26.43	27.56	25.85	49.34	64.63	70.85	76.69	80.21	-0.34	-0.52	0.18	0.73
SCHW	SCHWAB CHARLES CORP	$83.11	9,287,960	16.13%	79.62	76.86	77.22	77.91	73.30	66.12	95.26	96.08	100.00	100.00	1.40	0.63	0.77	1.01
ACT	ENACT HOLDINGS INC	$37.32	441,166	-38.01%	35.58	34.87	34.35	33.77	34.32	66.70	81.71	78.43	92.89	84.38	0.59	0.40	0.20	0.65
SHG	SHINHAN FINANCIAL GROUP CO LTD	$36.69	185,550	-30.15%	35.05	33.41	32.80	33.62	37.32	69.21	93.86	95.10	90.14	93.43	0.95	0.62	0.33	0.83
GNW	GENWORTH FINANCIAL INC	$6.96	5,541,644	-35.02%	6.74	6.62	6.76	6.94	6.92	56.07	86.99	91.13	92.40	94.66	0.01	-0.03	0.04	1.03
PRI	PRIMERICA INC	$266.02	229,644	-16.57%	259.96	256.33	272.89	277.76	273.80	51.26	86.26	89.11	83.42	87.36	-2.97	-4.83	1.87	0.97
TW	TRADEWEB MARKETS INC	$141.86	952,865	-24.39%	135.82	133.02	136.62	133.24	128.05	61.25	96.34	96.12	99.08	99.39	0.56	-0.43	0.98	0.72
LPLA	LPL FINANCIAL HOLDINGS INC	$333.56	613,454	-9.24%	314.86	308.76	326.32	336.39	292.15	58.65	91.16	92.03	100.00	99.91	-0.21	-4.08	3.88	1.09
SNEX	STONEX GROUP INC	$92.81	414,526	-4.65%	86.65	80.99	79.06	74.95	66.20	72.17	94.00	94.73	92.92	93.70	3.77	2.51	1.26	0.97
CARE	CARTER BANKSHARES INC	$15.68	44,066	-8.45%	15.38	14.90	15.91	16.83	17.17	53.87	75.66	75.03	88.28	87.42	-0.09	-0.24	0.16	0.94
HBT	HBT FINANCIAL INC	$23.86	24,631	-48.82%	23.35	22.48	23.02	23.14	22.79	60.82	80.07	79.52	67.76	69.00	0.25	0.07	0.17	0.73
MRX	MAREX GROUP PLC	$45.13	1,174,564	6.76%	41.98	39.82	36.90	35.20	30.00	69.56	90.21	93.42	85.37	90.31	2.28	1.72	0.55	1.10
GL	GLOBE LIFE INC	$121.83	775,514	-49.94%	121.90	120.55	124.25	119.67	111.33	48.70	63.92	71.62	54.82	71.53	-0.69	-0.77	0.08	0.79
DFS	DISCOVER FINANCIAL SERVICES	$190.31	1,866,365	48.43%	181.51	169.14	170.71	178.36	162.60	63.58	87.04	87.26	84.21	83.92	5.45	2.77	2.68	1.38
NTB	BANK OF NT BUTTERFIELD & SON LTD	$41.25	185,010	2.77%	39.48	37.95	38.16	37.76	37.55	69.47	94.41	94.53	96.42	96.51	0.79	0.36	0.44	0.95
AIZ	ASSURANT INC	$197.02	306,672	8.87%	191.57	190.25	200.77	206.05	200.53	52.15	75.15	73.77	88.22	90.48	-2.17	-3.34	1.17	0.68
CZNC	CITIZENS & NORTHERN CORP	$19.12	33,461	-25.57%	19.11	18.97	19.85	19.89	19.76	47.37	54.62	50.14	90.42	85.87	-0.20	-0.28	0.08	0.68
ACNB	ACNB CORP	$42.97	23,261	9.54%	41.65	40.50	40.88	40.98	41.71	62.91	84.44	88.05	90.81	91.13	0.50	0.20	0.30	0.80
SKWD	SKYWARD SPECIALTY INSURANCE GROUP INC	$58.63	1,013,563	123.88%	54.05	53.02	51.87	49.83	46.49	66.88	67.34	58.63	54.62	41.50	0.96	0.76	0.20	0.67
AMRK	A-MARK PRECIOUS METALS INC	$24.23	261,119	47.83%	24.48	23.54	25.73	26.67	32.23	47.12	65.41	69.78	69.04	72.92	-0.32	-0.52	0.20	0.89
SMBC	SOUTHERN MISSOURI BANCORP INC	$53.14	25,159	28.77%	52.52	50.36	52.74	55.87	56.64	57.70	85.16	86.19	88.34	90.75	0.27	-0.27	0.54	0.85
VALU	VALUE LINE INC	$40.80	3,015	-62.29%	40.35	39.67	39.63	42.85	44.82	54.23	71.74	73.46	75.13	73.75	0.39	0.25	0.13	0.94
PSEC	PROSPECT CAPITAL CORP	$3.60	2,106,578	-4.12%	3.60	3.59	3.99	4.16	4.64	41.47	48.00	51.13	69.41	72.28	-0.11	-0.13	0.02	0.68
LNC	LINCOLN NATIONAL CORP	$33.13	2,272,360	30.68%	31.57	30.87	34.22	34.00	33.16	53.50	88.74	84.85	87.04	89.02	-0.49	-0.93	0.45	1.60
BFST	BUSINESS FIRST BANCSHARES INC	$23.69	126,314	16.02%	23.17	22.61	24.04	25.28	25.34	53.42	69.39	68.56	85.34	84.42	-0.17	-0.37	0.20	0.99
FCCO	FIRST COMMUNITY CORP	$24.48	29,333	30.82%	23.47	22.21	22.72	23.96	23.18	65.47	83.72	79.78	92.69	89.78	0.49	0.14	0.35	0.47
HIPO	HIPPO HOLDINGS INC	$24.33	134,051	-11.46%	24.01	23.61	25.77	26.77	23.80	49.21	64.74	67.53	64.47	65.60	-0.48	-0.62	0.14	1.40
CHMG	CHEMUNG FINANCIAL CORP	$44.69	13,076	109.25%	43.88	43.19	46.62	48.28	48.15	50.63	58.09	59.49	84.47	88.75	-0.57	-0.98	0.41	0.56
TSBK	TIMBERLAND BANCORP INC	$31.19	6,217	-43.76%	30.32	29.67	30.08	30.32	30.35	57.66	84.23	82.53	90.70	92.39	0.26	0.05	0.21	0.59
HWBK	HAWTHORN BANCSHARES INC	$29.38	8,147	-35.87%	29.77	28.56	28.81	30.07	27.46	52.50	66.55	78.33	51.38	69.04	0.43	0.26	0.17	0.48
FRAF	FRANKLIN FINANCIAL SERVICES CORP	$38.45	27,505	89.38%	39.10	36.88	36.56	34.83	33.12	60.24	66.89	71.47	62.22	69.15	0.93	0.79	0.14	0.34
CWBC	COMMUNITY WEST BANCSHARES	$17.99	60,842	-9.16%	17.19	16.72	17.73	18.61	19.19	62.31	90.44	88.22	100.00	99.89	-0.02	-0.25	0.23	0.71
FBNC	FIRST BANCORP	$42.36	251,544	-2.87%	40.00	38.31	39.58	41.98	42.27	66.51	89.92	87.92	95.66	95.42	0.54	-0.06	0.61	0.96
IGIC	INTERNATIONAL GENERAL INSURANCE HOLDINGS LTD	$25.55	134,947	37.11%	24.56	24.10	25.12	24.93	22.29	56.03	52.41	53.61	43.45	46.13	-0.11	-0.21	0.11	0.28
HIG	HARTFORD INSURANCE GROUP INC	$125.66	1,611,167	-9.04%	120.28	117.67	118.52	114.93	114.68	64.71	93.61	94.58	95.36	96.91	1.34	0.54	0.80	0.75
JHG	JANUS HENDERSON GROUP PLC	$35.63	1,773,099	-23.36%	32.82	31.78	35.69	39.50	39.28	59.14	93.97	93.35	98.67	98.67	-0.36	-1.11	0.75	1.33
SFST	SOUTHERN FIRST BANCSHARES INC	$36.27	10,923	0.56%	34.40	32.78	33.07	35.58	35.76	63.82	74.44	77.60	74.34	81.90	0.73	0.24	0.50	0.84
NECB	NORTHEAST COMMUNITY BANCORP INC	$23.40	44,468	115.23%	22.51	21.91	22.55	23.87	24.43	59.68	72.80	73.63	88.02	89.83	0.13	-0.09	0.23	0.37
DB	DEUTSCHE BANK AKTIENGESELLSCHAFT	$26.80	3,229,898	38.89%	25.53	23.73	23.47	21.01	18.75	67.27	91.03	92.45	82.87	87.87	1.01	0.68	0.32	1.11
WF	WOORI FINANCIAL GROUP INC	$37.82	53,451	3.71%	36.49	34.75	34.27	33.49	34.28	67.77	92.39	89.88	89.47	84.99	0.96	0.68	0.28	0.85
GSHD	GOOSEHEAD INSURANCE INC	$102.38	333,838	41.51%	98.75	103.76	112.20	110.60	102.90	46.69	46.16	39.81	70.28	54.27	-4.36	-4.09	-0.27	1.35
LYG	LLOYDS BANKING GROUP PLC	$3.75	34,503,090	0.85%	3.88	3.73	3.72	3.31	3.13	49.09	59.33	77.68	29.80	62.64	0.06	0.06	-0.00	1.06
LNKB	LINKBANCORP INC	$6.86	31,177	-23.58%	6.70	6.59	6.86	7.14	6.94	53.91	83.25	71.70	79.53	85.91	-0.00	-0.07	0.06	0.44
L	LOEWS CORP	$88.11	518,775	-3.86%	86.06	85.22	86.41	85.42	82.88	56.29	89.26	88.42	94.10	95.63	0.05	-0.21	0.26	0.79
LARK	LANDMARK BANCORP INC	$30.54	14,743	-46.16%	29.62	28.34	26.46	25.34	22.61	64.97	72.51	65.21	51.67	47.43	0.93	0.87	0.06	0.32
SRCE	1ST SOURCE CORP	$61.51	55,693	-45.69%	58.63	56.49	59.72	60.50	60.67	62.92	93.23	94.70	94.26	95.16	0.39	-0.49	0.88	0.81

Financial Industries

Industry	Stocks	1d %	1w %	1m %	1y %	P/E ratio	P/B Ratio	ROE	ROA	ROCE	Upside/Downside	Consensus
Asset Management	102	+2.24%	+2.98%	-3.29%	-2.88%	37.21x	2.70x	+18.26%	+4.36%	+0.48%	+11.85%	Hold
Banks - Diversified	16	+1.96%	+3.41%	+1.95%	+22.28%	12.70x	1.24x	+11.80%	+0.88%	N/A	+31.05%	Buy
Banks - Regional	331	+2.38%	+3.52%	+0.73%	+18.45%	13.50x	1.13x	+11.88%	+1.30%	-0.00%	+21.38%	Buy
Capital Markets	68	+2.80%	+4.95%	+1.07%	+23.09%	19.97x	2.15x	+14.36%	+2.25%	-0.13%	+17.41%	Buy
Credit Services	55	+2.91%	+2.49%	-0.80%	+19.22%	29.98x	5.60x	+83.25%	+17.76%	+33.05%	+13.35%	Buy
Financial Conglomerates	3	-7.58%	-5.62%	-15.11%	-29.89%	7.46x	1.80x	+10.19%	-0.39%	-0.16%	+37.78%	Buy
Financial Data & Stock Exchanges	11	+1.90%	+4.10%	-0.52%	+14.99%	33.26x	5.11x	+9.91%	+6.83%	+15.86%	+14.21%	Buy
Insurance Brokers	18	+2.48%	+2.47%	-8.02%	+18.82%	-14.69x	5.78x	+22.96%	+5.71%	+13.37%	+8.93%	Buy
Insurance - Diversified	14	+2.01%	+1.94%	-1.95%	+22.05%	11.62x	1.76x	+15.05%	+7.04%	+0.04%	+12.86%	Buy
Insurance - Life	17	+2.75%	+1.63%	-6.66%	+20.59%	12.82x	1.51x	+14.80%	+1.62%	-0.00%	+16.47%	Buy
Insurance - Property & Casualty	37	+2.75%	+3.63%	-1.90%	+15.16%	16.82x	2.38x	+20.30%	+4.77%	-0.00%	+4.94%	Buy
Insurance - Reinsurance	9	+3.62%	+2.05%	-2.80%	+3.75%	12.20x	1.11x	+10.09%	+1.61%	N/A	+16.83%	Buy
Insurance - Specialty	20	+3.49%	+4.56%	-2.06%	+23.69%	30.44x	1.77x	+11.79%	+3.78%	+1.12%	+15.42%	Buy
Mortgage Finance	16	+0.42%	+2.89%	-5.39%	+5.71%	19.12x	0.36x	+0.96%	+0.61%	-0.00%	+26.97%	Buy

Financial Stocks FAQ

What are the best financial stocks to buy right now in May 2025?

According to Zen Ratings, our proprietary rating system that evaluates 115 factors proven to drive growth in stocks and assigns each stock in our system an overall letter grade as well as 7 individual Component Grades for Value, Growth, Momentum, Sentiment, Safety, Financials, and proprietary AI algorithms, the 3 best financial service stocks to buy right now are:

1. Cpi Card Group (NASDAQ:PMTS)

Cpi Card Group (NASDAQ:PMTS) is the #1 top financial stock out of 717 with a Zen Rating of A. Stocks with a rating of A have had an average return of +32.52% per year. Learn more.

The Component Grade breakdown for Cpi Card Group (NASDAQ:PMTS) is: Value: B, Growth: A, Momentum: C, Sentiment: A, Safety: B, Financials: B, and AI: B.

Cpi Card Group (NASDAQ:PMTS) has a Due Diligence Score of 13, which is -20 points lower than the financial sector average of 33. Although this number is below the industry average, our proven quant model rates PMTS as a "A".It passed 5 out of 38 due diligence checks and has weak fundamentals. Cpi Card Group has seen its stock return 46.53% over the past year, overperforming other financial stocks by 31 percentage points.

Cpi Card Group has an average 1 year price target of $37.25, an upside of 41.31% from Cpi Card Group's current stock price of $26.36.

Cpi Card Group stock has a consensus Strong Buy recommendation according to Wall Street analysts. Of the 4 analysts covering Cpi Card Group, 100% have issued a Strong Buy rating, 0% have issued a Buy, 0% have issued a Hold, while 0% have issued a Sell rating, and 0% have issued a Strong Sell.

2. Oppfi (NYSE:OPFI)

Oppfi (NYSE:OPFI) is the #2 top financial stock out of 717 with a Zen Rating of A. Stocks with a rating of A have had an average return of +32.52% per year. Learn more.

The Component Grade breakdown for Oppfi (NYSE:OPFI) is: Value: C, Growth: B, Momentum: B, Sentiment: A, Safety: B, Financials: A, and AI: C.

Oppfi (NYSE:OPFI) has a Due Diligence Score of 49, which is 16 points higher than the financial sector average of 33. It passed 19 out of 38 due diligence checks and has strong fundamentals. Oppfi has seen its stock return 257.19% over the past year, overperforming other financial stocks by 242 percentage points.

Oppfi has an average 1 year price target of $10.00, an upside of 0.7% from Oppfi's current stock price of $9.93.

Oppfi stock has a consensus Buy recommendation according to Wall Street analysts. Of the 1 analyst covering Oppfi, 0% have issued a Strong Buy rating, 100% have issued a Buy, 0% have issued a Hold, while 0% have issued a Sell rating, and 0% have issued a Strong Sell.

3. Finvolution Group (NYSE:FINV)

Finvolution Group (NYSE:FINV) is the #3 top financial stock out of 717 with a Zen Rating of A. Stocks with a rating of A have had an average return of +32.52% per year. Learn more.

The Component Grade breakdown for Finvolution Group (NYSE:FINV) is: Value: B, Growth: C, Momentum: A, Sentiment: B, Safety: A, Financials: C, and AI: B.

Finvolution Group (NYSE:FINV) has a Due Diligence Score of 27, which is -6 points lower than the financial sector average of 33. Although this number is below the industry average, our proven quant model rates FINV as a "A".It passed 10 out of 38 due diligence checks and has average fundamentals. Finvolution Group has seen its stock return 67% over the past year, overperforming other financial stocks by 52 percentage points.

Finvolution Group has an average 1 year price target of $11.40, an upside of 35.71% from Finvolution Group's current stock price of $8.40.

Finvolution Group stock has a consensus Buy recommendation according to Wall Street analysts. Of the 2 analysts covering Finvolution Group, 50% have issued a Strong Buy rating, 0% have issued a Buy, 50% have issued a Hold, while 0% have issued a Sell rating, and 0% have issued a Strong Sell.

What are the financial stocks with highest dividends?

Out of 432 financial stocks that have issued dividends in the past year, the 3 financial stocks with the highest dividend yields are:

1. Intercorp Financial Services (NYSE:IFS)

Intercorp Financial Services (NYSE:IFS) has an annual dividend yield of N/A, which is N/A percentage points lower than the financial sector average of 3.46%. Intercorp Financial Services's dividend payout is not stable, having dropped more than 10% four times in the last 10 years. Intercorp Financial Services's dividend has not shown consistent growth over the last 10 years.

Intercorp Financial Services's dividend payout ratio of 32.6% indicates that its dividend yield is sustainable for the long-term.

2. First Foundation (NYSE:FFWM)

First Foundation (NYSE:FFWM) has an annual dividend yield of N/A, which is N/A percentage points lower than the financial sector average of 3.46%. First Foundation's dividend payout is not stable, having dropped more than 10% two times in the last 10 years. First Foundation's dividend has not shown consistent growth over the last 10 years.

First Foundation's dividend payout ratio of -0.7% indicates that its dividend yield might not be sustainable for the long-term.

3. Banco Santander Chile (NYSE:BSAC)

Banco Santander Chile (NYSE:BSAC) has an annual dividend yield of N/A, which is N/A percentage points lower than the financial sector average of 3.46%. Banco Santander Chile's dividend payout is not stable, having dropped more than 10% four times in the last 10 years. Banco Santander Chile's dividend has not shown consistent growth over the last 10 years.

Banco Santander Chile's dividend payout ratio of 38.9% indicates that its dividend yield is sustainable for the long-term.

Why are financial stocks up?

Financial stocks were up 2.47% in the last day, and up 3.36% over the last week. Santech Holdings was the among the top gainers in the financial services sector, gaining 38.89% yesterday.

Shares of companies within the broader financial sector are trading higher amid overall market strength following April's jobs data and reports that China's Commerce Ministry is assessing possible trade talks with the US.

What are the most undervalued financial stocks?

Based on the Valuation rating, one of the 7 components of a stocks overall Zen Ratings grade, which evaluates factors including estimated earnings yield, earnings before interest and taxes/enterprise value, cash flow yield, free cash flow to price, and price-to-earnings growth (PEG ratio), the 3 most undervalued financial stocks right now are:

1. Hamilton Insurance Group (NYSE:HG)

Hamilton Insurance Group (NYSE:HG) is the most undervalued financial stock based on its Valuation Rating of A. Valuation is one of 7 Component Grades used to calculate the overall Zen Rating.

Hamilton Insurance Group has a valuation score of 57, which is 17 points higher than the financial sector average of 40. It passed 4 out of 7 valuation due diligence checks.

Hamilton Insurance Group's stock has gained 32.19% in the past year. It has overperformed other stocks in the financial sector by 17 percentage points.

2. Everest Group (NYSE:EG)

Everest Group (NYSE:EG) is the second most undervalued financial stock based on its Valuation Rating of A. Valuation is one of 7 Component Grades used to calculate the overall Zen Rating.

Everest Group has a valuation score of 57, which is 17 points higher than the financial sector average of 40. It passed 4 out of 7 valuation due diligence checks.

Everest Group's stock has dropped -6.36% in the past year. It has underperformed other stocks in the financial sector by -21 percentage points.

3. Bread Financial Holdings (NYSE:BFH)

Bread Financial Holdings (NYSE:BFH) is the third most undervalued financial stock based on its Valuation Rating of A. Valuation is one of 7 Component Grades used to calculate the overall Zen Rating.

Bread Financial Holdings has a valuation score of 71, which is 31 points higher than the financial sector average of 40. It passed 5 out of 7 valuation due diligence checks.

Bread Financial Holdings's stock has gained 18.71% in the past year. It has overperformed other stocks in the financial sector by 4 percentage points.

Are financial stocks a good buy now?

39.51% of financial stocks rated by analysts are a buy right now. On average, analysts expect financial stocks to rise by 15.47% over the next year.

2.78% of financial stocks have a Zen Rating of A (Strong Buy), 8.02% of financial stocks are rated B (Buy), 69.07% are rated C (Hold), 16.04% are rated D (Sell), and 4.09% are rated F (Strong Sell).

What is the average p/e ratio of the financial services sector?

The average P/E ratio of the financial services sector is 18.94x.

WallStreetZen does not provide financial advice and does not issue recommendations or offers to buy stock or sell any security.

Information is provided 'as-is' and solely for informational purposes and is not advice. WallStreetZen does not bear any responsibility for any losses or damage that may occur as a result of reliance on this data.