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
Ticker
Company
Exchange
Industry
Zen Rating
Market Cap
Price
1d %
EBITDA
P/E
D/E
Country
DD Score
SNFCA
SECURITY NATIONAL FINANCIAL CORP
NASDAQ
Mortgage Finance
$235.54M$9.52-3.15%$43.19M9.52x3.40
United States
OXSQ
OXFORD SQUARE CAPITAL CORP
NASDAQ
Asset Management
$160.59M$2.25-1.32%$7.37M225.00x0.92
United States
DEFT
DEFI TECHNOLOGIES INC
NASDAQ
Capital Markets
$924.79M$2.84-2.41%N/AN/A12.38
Canada (Federal Level)
ARES
ARES MANAGEMENT CORP
NYSE
Asset Management
$54.55B$167.030.28%$1.67B97.68x4.13
United States
GBDC
GOLUB CAPITAL BDC INC
NASDAQ
Asset Management
$3.85B$14.45-1.63%$570.66M12.68x1.21
United States
SPGI
S&P GLOBAL INC
NYSE
Financial Data & Stock Exchanges
$154.53B$505.000.70%$6.65B39.61x0.66
United States
WTM
WHITE MOUNTAINS INSURANCE GROUP LTD
NYSE
Insurance - Property & Casualty
$4.54B$1,762.25-1.23%$119.50M163.78x1.30
United States
BOW
BOWHEAD SPECIALTY HOLDINGS INC
NYSE
Insurance - Property & Casualty
$1.20B$36.841.24%$61.63M27.29x3.48
United States
SFST
SOUTHERN FIRST BANCSHARES INC
NASDAQ
Banks - Regional
$291.87M$35.73-0.08%$28.20M15.81x11.69
United States
CWBC
COMMUNITY WEST BANCSHARES
NASDAQ
Banks - Regional
$346.73M$18.19-0.22%$19.33M26.36x8.55
United States
NOAH
NOAH HOLDINGS LTD
NYSE
Asset Management
$831.85M$12.412.39%N/AN/A0.17
China
V
VISA INC
NYSE
Credit Services
$665.76B$355.480.75%$25.84B35.73x1.44
United States
IVZ
INVESCO LTD
NYSE
Asset Management
$6.64B$14.832.06%$1.06B11.86x0.84
United States
OCSL
OAKTREE SPECIALTY LENDING CORP
NASDAQ
Credit Services
$1.21B$13.68-4.67%$132.55M97.71x1.09
United States
GSHD
GOOSEHEAD INSURANCE INC
NASDAQ
Insurance - Diversified
$3.81B$101.42-2.69%$53.99M81.14x-6.30
United States
GHLD
GUILD HOLDINGS CO
NYSE
Mortgage Finance
$976.70M$15.700.32%$86.77M21.81x2.79
United States
HSBC
HSBC HOLDINGS PLC
NYSE
Banks - Diversified
$213.93B$59.600.71%$38.47B9.54x15.27
United Kingdom
PEBK
PEOPLES BANCORP OF NORTH CAROLINA INC
NASDAQ
Banks - Regional
$153.52M$28.121.41%$24.72M8.90x11.22
United States
SRCE
1ST SOURCE CORP
NASDAQ
Banks - Regional
$1.46B$59.39-0.45%$192.80M10.44x6.67
United States
PLBC
PLUMAS BANCORP
NASDAQ
Banks - Regional
$251.87M$42.480.95%$42.07M8.50x7.71
United States
RVSB
RIVERVIEW BANCORP INC
NASDAQ
Banks - Regional
$113.48M$5.410.37%$9.57M23.52x8.46
United States
AMAL
AMALGAMATED FINANCIAL CORP
NASDAQ
Banks - Regional
$920.44M$30.09-0.53%$146.57M8.82x10.26
United States
RDN
RADIAN GROUP INC
NYSE
Insurance - Specialty
$4.64B$34.520.73%$955.67M8.72x0.91
United States
AXP
AMERICAN EXPRESS CO
NYSE
Credit Services
$206.13B$294.222.23%$14.80B20.52x8.05
United States
MS
MORGAN STANLEY
NYSE
Capital Markets
$210.01B$130.901.09%$23.65B15.17x11.16
United States
NMR
NOMURA HOLDINGS INC
NYSE
Capital Markets
$18.39B$6.190.32%$2.05B17.79x15.43
Japan
SLM
SLM CORP
NASDAQ
Credit Services
$6.71B$31.821.99%$836.31M11.16x11.04
United States
VEL
VELOCITY FINANCIAL INC
NYSE
Mortgage Finance
$692.61M$18.98-1.25%$102.40M9.04x9.60
United States
AIG
AMERICAN INTERNATIONAL GROUP INC
NYSE
Insurance - Diversified
$49.24B$85.440.98%$3.24B-30.51x2.91
United States
PNBK
PATRIOT NATIONAL BANCORP INC
NASDAQ
Banks - Regional
$75.88M$1.00-1.49%-$17.55M-0.10x15.74
United States
FUTU
FUTU HOLDINGS LTD
NASDAQ
Capital Markets
$17.19B$123.5110.77%N/A20.34x4.96
China
MSBI
MIDLAND STATES BANCORP INC
NASDAQ
Banks - Regional
$350.98M$16.40-1.32%$80.47M8.16x8.47
United States
AB
ALLIANCEBERNSTEIN HOLDING LP
NYSE
Asset Management
$4.41B$39.800.99%$458.42M10.70x0.00
United States
ONB
OLD NATIONAL BANCORP
NASDAQ
Banks - Regional
$6.60B$20.641.08%$776.11M11.86x7.25
United States
TBBK
BANCORP INC
NASDAQ
Banks - Regional
$2.34B$50.16-0.87%$296.69M11.17x10.31
United States
BBUC
BROOKFIELD BUSINESS CORP
NYSE
Asset Management
$2.05B$28.06-0.46%$667.00MN/A-214.30
United States
CNA
CNA FINANCIAL CORP
NYSE
Insurance - Property & Casualty
$12.30B$45.45-0.42%$1.33B13.81x5.55
United States
PBFS
PIONEER BANCORP INC
NASDAQ
Banks - Regional
$298.09M$11.531.05%$27.34M14.97x5.66
United States
FBNC
FIRST BANCORP
NASDAQ
Banks - Regional
$1.67B$40.33-0.91%$128.63M19.02x7.25
United States
CHMG
CHEMUNG FINANCIAL CORP
NASDAQ
Banks - Regional
$226.39M$47.260.23%$30.70M9.97x11.25
United States
JHG
JANUS HENDERSON GROUP PLC
NYSE
Asset Management
$5.82B$36.952.21%$614.50M14.66x0.37
United Kingdom
NKSH
NATIONAL BANKSHARES INC
NASDAQ
Banks - Regional
$165.89M$26.070.81%$11.60M18.89x9.97
United States
MFH
MERCURITY FINTECH HOLDING INC
NASDAQ
Capital Markets
$247.10M$3.882.37%N/AN/A0.20
China
FDS
FACTSET RESEARCH SYSTEMS INC
NYSE
Financial Data & Stock Exchanges
$15.99B$421.300.33%$891.46M29.54x1.06
United States
FFIC
FLUSHING FINANCIAL CORP
NASDAQ
Banks - Regional
$388.44M$11.50-1.12%-$53.15M-7.88x11.82
United States
BLX
FOREIGN TRADE BANK OF LATIN AMERICA INC
NYSE
Banks - Regional
$1.57B$42.772.81%$209.44M7.64x7.87
Panama
TPVG
TRIPLEPOINT VENTURE GROWTH BDC CORP
NYSE
Asset Management
$267.95M$6.66-7.63%$66.57M7.24x1.12
United States
HWBK
HAWTHORN BANCSHARES INC
NASDAQ
Banks - Regional
$195.34M$28.12-1.54%$25.25M10.23x11.28
United States
CAC
CAMDEN NATIONAL CORP
NASDAQ
Banks - Regional
$652.25M$38.59-0.28%$60.24M12.25x9.88
United States
TRIN
TRINITY CAPITAL INC
NASDAQ
Asset Management
$929.68M$14.38-0.48%$195.63M6.25x1.23
United States
FSBC
FIVE STAR BANCORP
NASDAQ
Banks - Regional
$573.12M$26.83-0.89%$70.02M11.77x9.44
United States
MRX
MAREX GROUP PLC
NASDAQ
Capital Markets
$2.83B$39.19-0.05%N/AN/A22.28
United Kingdom
WTBA
WEST BANCORPORATION INC
NASDAQ
Banks - Regional
$320.02M$18.910.42%$34.60M12.20x15.76
United States
HAFC
HANMI FINANCIAL CORP
NASDAQ
Banks - Regional
$687.02M$22.74-1.04%$101.20M10.58x9.29
United States
RGA
REINSURANCE GROUP OF AMERICA INC
NYSE
Insurance - Reinsurance
$13.09B$198.100.59%$1.43B16.47x10.24
United States
MPB
MID PENN BANCORP INC
NASDAQ
Banks - Regional
$513.57M$26.490.91%$71.16M9.20x7.30
United States
INTR
INTER & CO INC
NASDAQ
Banks - Regional
$3.30B$7.516.37%$349.92M18.27x8.04
Brazil
EQH
EQUITABLE HOLDINGS INC
NYSE
Insurance - Diversified
$16.11B$53.012.71%$2.60B14.48x117.81
United States
FNLC
FIRST BANCORP INC
NASDAQ
Banks - Regional
$265.38M$23.69-0.46%$36.10M9.29x11.27
United States
SAMG
SILVERCREST ASSET MANAGEMENT GROUP INC
NASDAQ
Asset Management
$198.33M$14.790.54%$21.29M15.57x0.54
United States
AMRK
A-MARK PRECIOUS METALS INC
NASDAQ
Capital Markets
$531.40M$21.58-2.88%$103.67M13.08x2.31
United States
SII
SPROTT INC
NYSE
Asset Management
$1.67B$64.582.17%$74.19M33.12x0.18
Canada
HTH
HILLTOP HOLDINGS INC
NYSE
Banks - Regional
$1.89B$29.48-0.37%$182.79M14.96x6.18
United States
BRBS
BLUE RIDGE BANKSHARES INC
NYSEMKT
Banks - Regional
$303.62M$3.330.00%-$11.58M-7.57x6.94
United States
MNSB
MAINSTREET BANCSHARES INC
NASDAQ
Banks - Regional
$140.21M$18.20-0.27%-$9.92M-10.58x9.60
United States
FSK
FS KKR CAPITAL CORP
NYSE
Asset Management
$5.87B$20.97-0.94%$994.00M11.04x1.28
United States
LNKB
LINKBANCORP INC
NASDAQ
Banks - Regional
$259.08M$6.930.58%$51.94M7.14x8.73
United States
CG
CARLYLE GROUP INC
NASDAQ
Asset Management
$16.99B$47.041.84%$1.68B15.52x3.18
United States
AHL
ASPEN INSURANCE HOLDINGS LTD
NYSE
Insurance - Reinsurance
$2.94B$32.01-1.14%N/A9.56x4.00
Bermuda
ASIC
ATEGRITY SPECIALTY HOLDINGS LLC
NYSE
Insurance - Property & Casualty
N/A$23.50-0.68%N/AN/A1.69
United States
ECBK
ECB BANCORP INC
NASDAQ
Banks - Regional
$135.87M$15.05-0.79%$6.56M26.40x7.61
United States
TSLX
SIXTH STREET SPECIALTY LENDING INC
NYSE
Asset Management
$2.11B$22.48-3.60%$331.14M11.89x1.19
United States
ALTI
ALTI GLOBAL INC
NASDAQ
Asset Management
$598.78M$4.135.36%-$119.79M-2.23x0.36
United States
OFS
OFS CAPITAL CORP
NASDAQ
Asset Management
$120.18M$8.97-0.22%$46.14M3.99x1.57
United States
FMAO
FARMERS & MERCHANTS BANCORP INC
NASDAQ
Banks - Regional
$321.69M$23.45-1.55%$40.88M11.55x8.83
United States
UVSP
UNIVEST FINANCIAL CORP
NASDAQ
Banks - Regional
$833.19M$28.85-0.65%$102.78M10.76x7.83
United States
DCOM
DIME COMMUNITY BANCSHARES INC
NASDAQ
Banks - Regional
$1.15B$26.15-0.27%$61.08M44.32x8.98
United States
USCB
USCB FINANCIAL HOLDINGS INC
NASDAQ
Banks - Regional
$317.57M$15.840.06%$37.13M11.31x10.90
United States
PJT
PJT PARTNERS INC
NYSE
Capital Markets
$3.75B$153.601.85%$194.54M25.06x3.85
United States
HRZN
HORIZON TECHNOLOGY FINANCE CORP
NASDAQ
Asset Management
$294.99M$7.31-2.92%-$1.47M-7.78x1.59
United States
GSBD
GOLDMAN SACHS BDC INC
NYSE
Asset Management
$1.33B$11.38-0.35%$171.92M25.29x1.26
United States
TROW
PRICE T ROWE GROUP INC
NASDAQ
Asset Management
$20.54B$93.211.78%$2.94B10.56x0.24
United States
STC
STEWART INFORMATION SERVICES CORP
NYSE
Insurance - Property & Casualty
$1.71B$61.14-2.53%$180.33M23.07x0.93
United States
PTMN
PORTMAN RIDGE FINANCE CORP
NASDAQ
Asset Management
$106.02M$11.52-0.35%$8.85M-10.19x1.53
United States
KB
KB FINANCIAL GROUP INC
NYSE
Banks - Regional
$29.97B$80.232.35%$5.56B8.91x12.06
Republic Of Korea
FSUN
FIRSTSUN CAPITAL BANCORP
NASDAQ
Banks - Regional
$922.40M$33.14-0.69%$119.72M0.00x6.69
United States
FULT
FULTON FINANCIAL CORP
NASDAQ
Banks - Regional
$3.12B$17.180.12%$446.25M9.99x8.81
United States
SMBK
SMARTFINANCIAL INC
NYSE
Banks - Regional
$532.65M$31.30-0.29%$58.11M13.73x9.70
United States
CGBD
CARLYLE SECURED LENDING INC
NASDAQ
Asset Management
$1.01B$13.81-0.65%$142.99M10.08x1.09
United States
AIFU
AIFU INC
NASDAQ
Insurance Brokers
$192.63M$3.4011.21%$87.95M2.89x0.60
China
ERIE
ERIE INDEMNITY CO
NASDAQ
Insurance Brokers
$16.53B$357.810.29%$774.72M27.15x0.44
United States
CFFN
CAPITOL FEDERAL FINANCIAL INC
NASDAQ
Banks - Regional
$778.21M$5.860.34%$81.35M14.65x8.37
United States
BAM
BROOKFIELD ASSET MANAGEMENT LTD
NYSE
Asset Management
$88.42B$54.830.42%$2.58BN/A0.48
Canada
BBDC
BARINGS BDC INC
NYSE
Credit Services
$948.38M$9.01-0.55%$102.48M9.69x1.35
United States
VOYA
VOYA FINANCIAL INC
NYSE
Financial Conglomerates
$6.55B$68.002.41%$961.00M12.50x35.96
United States
CB
CHUBB LTD
NYSE
Insurance - Property & Casualty
$114.78B$286.43-0.13%$11.32B13.66x2.75
Switzerland
LAZ
LAZARD INC
NYSE
Capital Markets
$4.98B$44.172.39%$484.57M13.98x5.80
Bermuda
MRBK
MERIDIAN CORP
NASDAQ
Banks - Regional
$138.92M$12.31-2.69%$20.42M8.55x13.57
United States
ATLO
AMES NATIONAL CORP
NASDAQ
Banks - Regional
$156.02M$17.50-1.85%$15.43M13.78x10.93
United States
AMTB
AMERANT BANCORP INC
NYSE
Banks - Regional
$708.58M$16.94-0.41%-$15.41M-36.04x10.22
United States

Financial Industries

IndustryStocks1d %1w %1m %1y %DD ScoreP/E ratioP/B RatioROEROAROCEUpside/DownsideConsensus
102+0.90%-1.10%-2.44%+1.09%127.55x2.77x+15.93%+4.16%+0.51%+7.42%Hold
16+1.15%-0.42%+1.16%+30.24%13.48x1.32x+11.80%+0.88%N/A+21.66%Buy
331-0.11%-2.25%-4.70%+20.08%12.05x1.16x+11.87%+1.29%+0.00%+21.59%Buy
72+2.22%+0.23%-0.32%+30.55%20.85x2.37x+14.10%+2.01%+0.82%+8.40%Buy
57+2.36%-0.44%+0.27%+28.12%31.33x5.87x+84.01%+18.05%+33.57%+7.89%Buy
3+2.71%-0.98%-4.32%-19.82%10.92x1.78x+8.14%-0.46%-0.28%+38.10%Buy
11+1.21%-0.99%-3.78%+14.14%35.88x5.26x+9.23%+6.67%+14.95%+11.27%Buy
18-0.13%-1.39%-4.98%+11.05%-14.03x5.56x+23.12%+5.75%+13.42%+13.46%Buy
14+0.32%-0.96%-2.91%+17.93%11.25x1.62x+13.49%+6.24%+0.04%+17.83%Buy
17+1.21%-0.73%-3.80%+18.06%15.67x1.47x+12.49%+1.34%+0.00%+16.88%Buy
40+0.06%-0.68%-1.00%+19.02%17.14x2.31x+19.49%+4.63%+0.00%+6.32%Buy
9+1.06%-0.40%-2.23%+1.28%13.57x1.09x+8.49%+1.50%N/A+17.18%Buy
20+0.72%+1.72%-4.14%+19.96%26.26x1.70x+10.95%+3.78%+1.14%+13.57%Buy
15+0.21%+3.17%+0.72%+9.46%229.95x0.40x+1.92%+0.53%N/A+19.13%Buy

Financial Stocks FAQ

What are the best financial stocks to buy right now in Jun 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. Finvolution Group (NYSE:FINV)


Finvolution Group (NYSE:FINV) is the #1 top financial stock out of 725 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: B, and AI: A.

Finvolution Group (NYSE:FINV) has a Due Diligence Score of 27, which is -7 points lower than the financial sector average of 34. 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 88.45% over the past year, overperforming other financial stocks by 71 percentage points.

Finvolution Group has an average 1 year price target of $11.55, an upside of 28.76% from Finvolution Group's current stock price of $8.97.

Finvolution Group stock has a consensus Strong Buy recommendation according to Wall Street analysts. Of the 2 analysts covering Finvolution 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. Federated Hermes (NYSE:FHI)


Federated Hermes (NYSE:FHI) is the #2 top financial stock out of 725 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 Federated Hermes (NYSE:FHI) is: Value: C, Growth: B, Momentum: C, Sentiment: B, Safety: C, Financials: A, and AI: B.

Federated Hermes (NYSE:FHI) has a Due Diligence Score of 48, which is 14 points higher than the financial sector average of 34. It passed 18 out of 38 due diligence checks and has strong fundamentals. Federated Hermes has seen its stock return 34.32% over the past year, overperforming other financial stocks by 17 percentage points.

Federated Hermes has an average 1 year price target of $41.60, a downside of -2.39% from Federated Hermes's current stock price of $42.62.

Federated Hermes stock has a consensus Hold recommendation according to Wall Street analysts. Of the 5 analysts covering Federated Hermes, 0% have issued a Strong Buy rating, 20% have issued a Buy, 60% have issued a Hold, while 0% have issued a Sell rating, and 20% have issued a Strong Sell.

3. Bitcoin Depot (NASDAQ:BTM)


Bitcoin Depot (NASDAQ:BTM) is the #3 top financial stock out of 725 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 Bitcoin Depot (NASDAQ:BTM) is: Value: C, Growth: A, Momentum: A, Sentiment: B, Safety: D, Financials: A, and AI: C.

Bitcoin Depot (NASDAQ:BTM) has a Due Diligence Score of 13, which is -21 points lower than the financial sector average of 34. Although this number is below the industry average, our proven quant model rates BTM as a "A".It passed 4 out of 33 due diligence checks and has weak fundamentals. Bitcoin Depot has seen its stock return 250.27% over the past year, overperforming other financial stocks by 233 percentage points.

Bitcoin Depot has an average 1 year price target of $4.75, a downside of -26.7% from Bitcoin Depot's current stock price of $6.48.

Bitcoin Depot stock has a consensus Strong Buy recommendation according to Wall Street analysts. Of the 2 analysts covering Bitcoin Depot, 50% have issued a Strong Buy rating, 50% have issued a Buy, 0% 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 491 financial stocks that have issued dividends in the past year, the 3 financial stocks with the highest dividend yields are:

1. 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 3.41%. 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% indicates that its dividend yield might not be sustainable for the long-term.

2. Phenixfin (NASDAQ:PFX)


Phenixfin (NASDAQ:PFX) has an annual dividend yield of N/A, which is N/A percentage points lower than the financial sector average of 3.41%. Phenixfin's dividend payout is not stable, having dropped more than 10% six times in the last 10 years. Phenixfin's dividend has not shown consistent growth over the last 10 years.

Phenixfin's dividend payout ratio of 53.8% indicates that its dividend yield is sustainable for the long-term.

3. Ubs Group Ag (NYSE:UBS)


Ubs Group Ag (NYSE:UBS) has an annual dividend yield of N/A, which is N/A percentage points lower than the financial sector average of 3.41%. Ubs Group Ag's dividend payout is not stable, having dropped more than 10% two times in the last 10 years. Ubs Group Ag's dividend has not shown consistent growth over the last 10 years.

Ubs Group Ag's dividend payout ratio of 19.8% indicates that its dividend yield is sustainable for the long-term.

Why are financial stocks up?

Financial stocks were up 0.68% in the last day, and down -1.03% over the last week. Circle Internet Group was the among the top gainers in the financial services sector, gaining 13.1% yesterday.

Circle Internet Group shares are trading higher. The stock may be experiencing continued IPO launch strength.

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. Brighthouse Financial (NASDAQ:BHF)


Brighthouse Financial (NASDAQ:BHF) 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.

Brighthouse Financial has a valuation score of 71, which is 33 points higher than the financial sector average of 38. It passed 5 out of 7 valuation due diligence checks.

Brighthouse Financial's stock has gained 39.94% in the past year. It has overperformed other stocks in the financial sector by 23 percentage points.

2. Newtekone (NASDAQ:NEWT)


Newtekone (NASDAQ:NEWT) 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.

Newtekone has a valuation score of 71, which is 33 points higher than the financial sector average of 38. It passed 5 out of 7 valuation due diligence checks.

Newtekone's stock has dropped -19.07% in the past year. It has underperformed other stocks in the financial sector by -37 percentage points.

3. Meridian (NASDAQ:MRBK)


Meridian (NASDAQ:MRBK) 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.

Meridian has a valuation score of 43, which is 5 points higher than the financial sector average of 38. It passed 3 out of 7 valuation due diligence checks.

Meridian's stock has gained 18.82% in the past year. It has overperformed other stocks in the financial sector by 1 percentage points.

Are financial stocks a good buy now?

38.72% of financial stocks rated by analysts are a buy right now. On average, analysts expect financial stocks to rise by 13.4% over the next year.

3.2% of financial stocks have a Zen Rating of A (Strong Buy), 8.16% of financial stocks are rated B (Buy), 66.72% are rated C (Hold), 18.4% are rated D (Sell), and 3.52% 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 29.77x.
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