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
RKT	ROCKET COMPANIES INC	$12.62	13,256,752	78.93%	12.58	12.76	13.43	12.73	14.96	47.65	71.60	71.98	78.53	82.14	-0.18	-0.25	0.07	1.30
ESGR	ENSTAR GROUP LTD	$334.36	75,247	-29.34%	334.23	333.45	332.68	329.49	326.59	58.37	79.77	83.49	68.26	76.04	0.65	0.62	0.03	0.59
MMC	MARSH & MCLENNAN COMPANIES INC	$227.29	1,344,294	-41.88%	220.81	224.77	231.56	224.81	224.41	50.62	53.26	47.93	73.77	65.05	-2.57	-3.03	0.46	0.67
MAIN	MAIN STREET CAPITAL CORP	$53.83	676,574	60.65%	53.63	52.82	55.95	57.50	54.19	48.24	65.00	74.40	62.67	71.78	-0.59	-0.84	0.25	0.76
AFL	AFLAC INC	$105.53	1,880,907	-44.54%	107.36	106.17	107.41	105.84	106.55	45.86	39.77	60.52	41.65	62.05	-0.18	0.02	-0.21	0.73
APAM	ARTISAN PARTNERS ASSET MANAGEMENT INC	$39.85	667,842	-43.01%	37.02	36.14	38.90	41.56	42.49	60.60	91.20	89.02	94.14	94.14	-0.15	-0.77	0.62	1.33
MCBS	METROCITY BANKSHARES INC	$28.45	29,421	-44.20%	27.98	27.03	27.72	29.88	30.28	57.98	61.69	60.90	71.91	71.87	0.16	-0.03	0.19	1.00
HTH	HILLTOP HOLDINGS INC	$29.95	344,908	-12.49%	29.18	28.83	30.10	30.05	31.00	57.01	70.50	64.62	100.00	98.67	-0.10	-0.32	0.21	0.94
OVLY	OAK VALLEY BANCORP	$26.20	5,083	-7.85%	25.15	24.62	25.03	26.39	26.79	58.31	91.09	84.74	87.50	92.50	0.25	-0.01	0.26	0.66
AMTB	AMERANT BANCORP INC	$17.55	253,138	-5.58%	17.59	17.81	19.97	21.48	21.75	41.79	22.45	19.88	32.50	29.73	-0.83	-0.85	0.02	1.09
RYAN	RYAN SPECIALTY HOLDINGS INC	$66.87	1,549,485	-21.39%	66.82	68.99	70.03	68.02	67.53	44.75	24.06	19.47	21.83	12.96	-1.50	-0.95	-0.54	0.68
BRK.B	BERKSHIRE HATHAWAY INC	$539.80	4,914,886	6.12%	528.59	520.81	516.28	489.55	472.29	60.61	89.54	90.36	89.61	91.86	5.64	4.58	1.07	0.71
FOA	FINANCE OF AMERICA COMPANIES INC	$20.35	55,350	7.04%	19.96	19.61	21.01	23.54	17.59	50.07	77.44	84.07	87.74	92.40	-0.20	-0.45	0.25	0.79
TMP	TOMPKINS FINANCIAL CORP	$61.81	32,677	-47.11%	59.24	58.27	62.25	65.93	64.55	56.99	85.02	77.70	97.22	97.02	-0.47	-1.16	0.69	0.91
BXSL	BLACKSTONE SECURED LENDING FUND	$29.65	1,071,122	82.53%	29.28	28.74	31.23	31.99	31.22	48.45	76.96	81.79	80.77	84.07	-0.48	-0.72	0.24	0.48
PJT	PJT PARTNERS INC	$143.51	429,221	1.12%	136.18	132.83	140.99	152.19	144.29	59.23	93.49	90.84	95.02	96.68	0.04	-2.08	2.12	0.87
VOYA	VOYA FINANCIAL INC	$61.08	779,890	-17.90%	58.69	57.71	64.36	67.46	71.69	51.43	82.73	81.58	88.67	90.79	-1.28	-2.06	0.77	1.04
EFSC	ENTERPRISE FINANCIAL SERVICES CORP	$52.95	126,490	-30.54%	51.28	49.51	53.41	55.85	54.36	57.63	95.56	94.92	100.00	98.79	-0.17	-0.90	0.73	0.93
ERIE	ERIE INDEMNITY CO	$364.31	120,238	-38.45%	375.99	391.03	408.63	406.01	436.51	39.65	15.12	12.54	23.91	17.56	-14.58	-9.63	-4.95	0.55
TSLX	SIXTH STREET SPECIALTY LENDING INC	$20.87	468,157	-41.22%	20.69	20.33	21.67	21.68	21.21	49.29	64.78	76.22	80.21	83.48	-0.20	-0.33	0.13	0.58
SPGI	S&P GLOBAL INC	$506.62	878,029	-44.54%	482.36	471.05	492.72	501.48	503.17	60.85	93.11	93.21	99.10	99.03	2.03	-3.86	5.89	0.94
FMAO	FARMERS & MERCHANTS BANCORP INC	$25.66	13,407	-62.81%	23.96	23.07	23.79	25.98	26.91	61.64	80.59	84.25	78.47	87.56	0.35	-0.07	0.42	0.88
BBDC	BARINGS BDC INC	$8.75	344,068	-5.63%	8.74	8.57	9.28	9.54	9.71	46.35	68.23	76.48	71.73	77.79	-0.13	-0.19	0.06	0.55
ISTR	INVESTAR HOLDING CORP	$19.35	9,702	-64.51%	18.57	17.35	17.57	19.09	19.39	66.54	91.52	91.73	93.50	95.35	0.50	0.20	0.30	0.65
CSWC	CAPITAL SOUTHWEST CORP	$20.51	342,070	-11.42%	20.07	19.65	21.36	21.84	23.24	50.87	88.27	90.96	89.22	91.85	-0.26	-0.46	0.20	0.68
GBDC	GOLUB CAPITAL BDC INC	$14.33	1,098,200	28.86%	14.26	14.00	14.69	15.03	15.07	49.65	72.53	78.90	70.34	74.77	-0.10	-0.17	0.07	0.53
BWIN	BALDWIN INSURANCE GROUP INC	$41.89	571,854	-1.37%	41.84	41.95	41.90	41.12	43.86	48.87	41.49	49.03	37.08	45.11	-0.22	-0.09	-0.13	1.42
CCAP	CRESCENT CAPITAL BDC INC	$16.01	58,139	-3.84%	15.83	15.40	16.71	18.10	18.31	49.31	73.81	79.55	81.66	86.93	-0.21	-0.38	0.17	0.44
UBFO	UNITED SECURITY BANCSHARES	$9.34	31,966	13.42%	8.78	8.28	8.84	9.39	8.96	65.93	92.37	92.14	95.58	96.11	0.10	-0.07	0.17	0.53
ARES	ARES MANAGEMENT CORP	$157.07	1,942,518	80.61%	149.96	142.10	148.94	166.78	161.57	59.86	86.99	87.34	92.44	91.95	1.93	-0.44	2.37	1.38
AON	AON PLC	$356.25	1,109,121	-7.42%	355.02	363.64	384.01	376.05	363.41	43.28	47.63	44.02	62.92	56.09	-9.47	-8.82	-0.65	0.67
AX	AXOS FINANCIAL INC	$67.37	414,245	-31.30%	63.14	60.75	62.97	67.53	68.45	64.72	92.85	90.12	97.22	96.61	0.66	-0.28	0.94	1.33
BLFY	BLUE FOUNDRY BANCORP	$9.84	44,313	-35.66%	9.33	9.05	9.27	9.55	10.05	67.40	83.90	83.76	93.94	92.61	0.10	-0.01	0.11	0.56
EBC	EASTERN BANKSHARES INC	$15.33	1,442,814	-6.81%	15.08	14.82	15.91	16.88	16.80	50.34	59.87	56.40	65.74	61.78	-0.23	-0.34	0.11	0.86
GGAL	GRUPO FINANCIERO GALICIA SA	$58.16	681,133	-12.81%	61.54	57.63	57.16	61.14	52.42	48.73	44.16	63.18	22.02	47.03	1.18	1.26	-0.09	1.14
TRST	TRUSTCO BANK CORP N Y	$31.57	68,535	-17.93%	30.40	29.31	30.37	31.85	32.93	63.22	92.96	93.38	95.30	94.65	0.26	-0.09	0.35	0.72
HRZN	HORIZON TECHNOLOGY FINANCE CORP	$7.38	624,155	-47.90%	8.21	8.22	8.91	9.09	9.84	34.36	7.94	35.59	6.95	36.20	-0.32	-0.23	-0.09	0.71
OCSL	OAKTREE SPECIALTY LENDING CORP	$13.59	996,959	-52.54%	14.28	14.01	15.05	15.32	15.92	39.36	34.72	58.91	34.58	56.97	-0.26	-0.26	-0.00	0.58
FDBC	FIDELITY D & D BANCORP INC	$43.10	4,771	-32.35%	39.75	39.75	41.84	44.53	47.96	59.47	93.58	77.76	100.00	96.40	-0.28	-0.82	0.55	0.74
MCO	MOODYS CORP	$464.75	732,687	17.29%	440.87	430.96	454.27	471.02	471.59	60.04	94.71	94.19	98.71	99.14	0.27	-5.09	5.37	1.08
IREN	IREN LTD	$6.53	18,445,356	-3.52%	6.22	5.93	6.83	9.34	9.24	52.24	78.33	74.96	83.91	79.18	-0.15	-0.32	0.17	2.41
ASB	ASSOCIATED BANC-CORP	$23.24	1,687,053	21.43%	21.93	20.75	22.01	23.43	23.22	63.79	88.34	86.24	93.37	93.30	0.25	-0.14	0.39	1.13
CATY	CATHAY GENERAL BANCORP	$42.94	273,261	-16.11%	41.81	40.00	42.42	45.14	45.10	58.51	82.31	80.41	88.40	87.48	0.14	-0.38	0.52	1.08
UBSI	UNITED BANKSHARES INC	$35.27	547,669	-24.02%	34.25	33.31	34.25	36.36	37.28	60.52	84.09	79.80	96.72	95.40	0.15	-0.14	0.28	0.97
ONIT	ONITY GROUP INC	$36.99	39,259	-45.02%	33.90	31.33	31.36	32.51	30.84	68.56	80.88	87.59	94.31	97.37	1.51	0.62	0.89	1.18
KEY	KEYCORP	$15.49	12,405,976	25.45%	14.72	14.30	15.38	16.50	16.76	57.63	91.31	89.74	97.43	97.43	-0.07	-0.28	0.21	1.30
ICE	INTERCONTINENTAL EXCHANGE INC	$173.45	2,887,680	-27.97%	164.50	160.64	167.32	161.49	159.89	66.52	94.41	95.41	100.00	100.00	0.88	-0.98	1.86	0.73
KNSL	KINSALE CAPITAL GROUP INC	$448.80	191,885	15.72%	454.17	462.46	458.11	459.36	460.13	46.53	29.88	26.29	24.64	18.99	-7.92	-2.56	-5.36	0.87
WAFD	WAFD INC	$29.08	346,151	-10.63%	28.47	27.25	28.06	29.85	32.55	59.41	84.05	82.72	96.01	95.75	0.28	0.04	0.24	0.98
FMBH	FIRST MID BANCSHARES INC	$35.91	59,335	12.53%	33.79	32.71	34.68	36.37	37.80	63.40	89.64	89.26	93.29	92.41	0.05	-0.40	0.46	0.85
LMND	LEMONADE INC	$30.00	1,778,120	77.24%	28.68	27.90	31.70	34.20	28.67	51.78	80.44	82.02	87.04	90.28	-0.61	-1.11	0.50	2.03
WTW	WILLIS TOWERS WATSON PLC	$312.07	589,279	-1.83%	310.73	313.66	325.33	321.58	307.49	45.72	41.96	35.39	41.21	29.76	-5.28	-4.60	-0.68	0.67
MRBK	MERIDIAN CORP	$13.63	45,388	25.59%	13.66	13.38	14.04	14.76	13.74	48.72	33.54	39.86	43.71	46.69	-0.12	-0.18	0.06	0.48
GSBC	GREAT SOUTHERN BANCORP INC	$56.49	18,043	-31.54%	55.29	53.45	55.56	58.11	58.66	57.94	76.26	74.47	90.87	91.53	0.20	-0.29	0.49	0.76
BAFN	BAYFIRST FINANCIAL CORP	$14.96	1,913	-83.27%	15.17	14.60	16.80	15.70	14.48	45.68	52.39	51.15	75.33	74.56	-0.40	-0.57	0.17	0.23
FSK	FS KKR CAPITAL CORP	$19.98	1,254,816	-1.68%	19.82	19.39	20.88	21.57	20.93	49.41	70.74	77.84	73.02	79.32	-0.20	-0.36	0.16	0.75
FBP	FIRST BANCORP	$20.31	915,245	-13.04%	19.44	18.57	18.68	19.21	19.91	65.46	93.41	94.68	93.44	94.09	0.39	0.17	0.22	1.17
STEP	STEPSTONE GROUP INC	$54.60	814,455	45.72%	49.71	47.83	52.01	56.66	56.82	61.06	88.06	85.68	96.56	94.91	-0.01	-1.02	1.01	1.37
PIPR	PIPER SANDLER COMPANIES	$251.87	261,803	87.57%	236.36	229.37	248.74	277.80	282.74	58.67	89.00	92.00	98.66	98.66	-1.23	-5.44	4.21	1.31
WASH	WASHINGTON TRUST BANCORP INC	$28.62	160,990	66.17%	27.66	27.16	29.34	30.98	32.02	53.36	89.38	88.75	94.65	94.09	-0.36	-0.66	0.30	0.86
PBFS	PIONEER BANCORP INC	$11.76	8,291	-36.79%	11.25	11.20	11.57	11.54	11.32	61.90	70.85	51.81	93.47	89.29	-0.03	-0.11	0.08	0.53
BN	BROOKFIELD CORP	$55.48	1,533,264	-4.98%	52.55	50.26	52.38	55.51	53.65	61.87	94.53	94.21	100.00	100.00	0.65	-0.14	0.79	1.34
HLNE	HAMILTON LANE INC	$160.59	394,377	17.99%	148.43	142.91	146.56	151.85	158.42	63.16	93.50	96.24	99.96	99.96	2.73	0.14	2.59	1.24
CBNA	CHAIN BRIDGE BANCORP INC	$24.89	18,531	152.19%	24.42	23.53	23.44	24.11	N/A	60.17	79.92	80.86	90.88	93.08	0.42	0.29	0.13	0.34
HBAN	HUNTINGTON BANCSHARES INC	$15.08	18,089,354	20.68%	14.40	13.74	14.61	15.69	15.50	60.42	94.97	95.40	96.79	97.03	0.08	-0.14	0.22	1.17
UVSP	UNIVEST FINANCIAL CORP	$30.52	84,831	-27.55%	29.10	27.69	28.42	29.34	28.82	66.04	95.85	96.14	96.55	96.63	0.52	0.12	0.40	0.87
ABCB	AMERIS BANCORP	$60.48	375,234	-57.65%	56.87	54.43	57.24	61.03	61.82	64.47	93.53	93.86	97.18	97.46	0.66	-0.34	1.01	1.19
HWC	HANCOCK WHITNEY CORP	$54.08	424,967	-33.88%	51.72	49.62	51.70	54.75	53.93	61.72	93.07	92.87	92.72	93.17	0.48	-0.22	0.70	1.28
NEWT	NEWTEKONE INC	$10.58	324,751	44.78%	10.58	10.34	11.52	12.28	12.68	45.10	59.98	66.61	71.75	76.97	-0.25	-0.35	0.10	0.95
MFIC	MIDCAP FINANCIAL INVESTMENT CORP	$12.05	283,352	-13.15%	11.88	11.56	12.56	13.16	13.44	50.48	77.90	81.97	79.99	83.16	-0.14	-0.26	0.11	0.85
NFBK	NORTHFIELD BANCORP INC	$11.64	262,759	77.17%	10.31	10.03	10.78	11.33	11.72	70.61	92.42	86.82	100.00	100.00	0.02	-0.20	0.22	0.78
SCM	STELLUS CAPITAL INVESTMENT CORP	$12.99	156,581	-18.29%	13.02	12.68	13.72	13.97	13.92	47.55	53.79	66.35	57.76	70.48	-0.17	-0.25	0.08	0.56
USCB	USCB FINANCIAL HOLDINGS INC	$17.11	22,455	-15.54%	17.19	17.05	17.96	18.26	17.09	47.19	33.13	35.76	48.95	53.11	-0.27	-0.30	0.03	0.48
GNTY	GUARANTY BANCSHARES INC	$39.77	13,465	8.47%	39.72	38.94	39.52	38.67	36.38	53.09	52.26	55.22	52.67	56.98	0.08	-0.01	0.08	0.71
BSAC	BANCO SANTANDER CHILE	$23.78	450,903	-7.31%	24.14	23.24	22.89	21.39	20.68	53.40	61.81	72.10	26.65	44.34	0.38	0.40	-0.02	0.67
MCB	METROPOLITAN BANK HOLDING CORP	$63.49	113,726	21.46%	60.51	55.73	56.10	58.93	56.73	71.80	94.66	95.90	97.12	97.58	2.15	1.11	1.04	1.30
PFSI	PENNYMAC FINANCIAL SERVICES INC	$98.11	224,243	-33.72%	95.64	95.60	98.60	101.25	102.84	52.47	72.45	70.90	97.27	96.82	-0.64	-1.13	0.50	0.98
HTB	HOMETRUST BANCSHARES INC	$35.42	48,793	28.34%	34.30	33.45	34.21	34.89	34.79	61.14	76.16	68.01	82.55	75.08	0.19	-0.04	0.23	0.76
OFG	OFG BANCORP	$41.43	269,703	-72.26%	38.48	36.91	39.13	41.03	42.29	67.27	94.74	95.29	96.85	96.85	0.39	-0.37	0.76	1.02
GS	GOLDMAN SACHS GROUP INC	$566.10	2,879,074	11.46%	540.37	516.19	548.19	578.88	549.10	60.75	93.64	93.34	99.02	99.02	3.54	-4.76	8.29	1.11
VEL	VELOCITY FINANCIAL INC	$17.12	376,266	445.04%	17.63	17.48	18.36	18.78	19.05	37.79	74.82	82.18	70.84	89.39	-0.19	-0.25	0.06	0.85
EGBN	EAGLE BANCORP INC	$18.50	419,989	15.94%	18.92	19.26	20.73	23.42	23.59	40.99	26.24	24.51	21.52	18.47	-0.79	-0.72	-0.07	0.97
LAZ	LAZARD INC	$41.39	1,012,387	22.31%	38.51	36.88	42.60	47.45	48.97	55.59	89.42	86.17	94.22	91.38	-0.73	-1.63	0.91	1.30
FFBC	FIRST FINANCIAL BANCORP	$24.00	324,956	1.84%	23.39	22.87	24.41	26.09	26.17	53.98	68.62	63.77	81.07	76.24	-0.23	-0.44	0.21	1.02
VABK	VIRGINIA NATIONAL BANKSHARES CORP	$37.36	3,842	4.80%	35.66	35.57	35.83	36.67	38.19	61.02	73.31	54.34	88.03	71.36	0.11	-0.12	0.23	0.35
FULT	FULTON FINANCIAL CORP	$17.36	959,523	-16.04%	16.64	16.11	17.49	18.88	18.87	57.10	92.38	92.64	94.58	94.72	-0.12	-0.35	0.24	1.02
CBSH	COMMERCE BANCSHARES INC	$63.02	328,996	-16.71%	60.84	59.21	60.98	63.14	61.95	60.70	83.98	80.75	93.45	92.21	0.30	-0.19	0.49	0.83
BFC	BANK FIRST CORP	$112.80	22,581	17.35%	110.54	105.58	103.46	102.43	97.85	66.54	82.65	83.18	67.46	73.21	2.75	2.18	0.57	0.64
EFSI	EAGLE FINANCIAL SERVICES INC	$30.58	33,824	1.21%	31.10	31.02	31.99	N/A	N/A	43.41	33.87	31.14	21.86	18.36	-0.44	-0.36	-0.08	0.06
UNM	UNUM GROUP	$79.61	1,013,418	-27.50%	78.10	76.26	78.45	76.36	68.59	54.81	71.44	74.54	72.27	76.34	0.19	-0.14	0.33	0.93
BMA	MACRO BANK INC	$83.20	225,842	-33.63%	90.26	84.31	83.04	91.48	79.27	46.60	40.22	60.92	18.60	43.25	1.86	2.17	-0.31	1.12
RDN	RADIAN GROUP INC	$33.83	894,663	-42.53%	31.90	31.78	32.11	32.47	33.64	62.72	77.27	63.97	92.38	77.72	0.07	-0.12	0.19	0.94
TBBK	BANCORP INC	$51.90	400,167	4.36%	48.15	46.23	50.51	53.41	52.77	57.93	90.87	86.79	93.96	89.68	-0.22	-1.09	0.86	1.45
CINF	CINCINNATI FINANCIAL CORP	$143.58	522,885	-29.92%	136.21	133.79	139.84	140.70	139.33	60.56	81.23	78.96	97.97	98.06	0.07	-1.36	1.43	0.85
OXSQ	OXFORD SQUARE CAPITAL CORP	$2.52	445,830	42.78%	2.50	2.49	2.61	2.62	2.76	48.37	56.45	63.43	66.34	74.44	-0.02	-0.03	0.01	0.59
MC	MOELIS & CO	$54.81	877,820	-1.58%	52.62	51.91	58.29	67.02	67.73	50.70	78.70	75.74	98.67	99.11	-1.35	-2.19	0.84	1.29
TROW	PRICE T ROWE GROUP INC	$91.65	3,660,262	47.08%	88.03	86.90	93.06	103.56	107.55	54.44	76.42	77.11	87.81	87.81	-0.95	-1.87	0.93	1.34
WSBF	WATERSTONE FINANCIAL INC	$12.36	47,417	-44.49%	12.19	12.21	13.11	13.43	14.12	46.46	56.29	46.98	90.25	86.43	-0.26	-0.32	0.07	0.59
BMRC	BANK OF MARIN BANCORP	$21.36	53,316	-45.00%	20.81	20.52	21.97	23.09	22.36	52.78	60.95	59.27	84.03	84.98	-0.24	-0.42	0.18	0.81
SUPV	GRUPO SUPERVIELLE SA	$14.45	470,890	-33.42%	15.41	14.22	13.84	14.81	11.46	49.70	39.73	60.06	17.91	43.91	0.42	0.46	-0.04	1.21

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.