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
MFC	MANULIFE FINANCIAL CORP	$30.84	3,216,362	80.50%	29.91	29.13	29.87	30.17	29.46	58.24	96.66	96.44	98.73	99.16	0.23	-0.04	0.27	0.96
TMP	TOMPKINS FINANCIAL CORP	$60.04	61,187	-4.35%	58.77	58.08	62.40	66.07	64.53	50.49	77.22	71.47	97.22	97.16	-0.74	-1.33	0.59	0.91
WHF	WHITEHORSE FINANCE INC	$9.55	52,444	-13.89%	9.75	9.42	9.90	10.07	10.82	47.20	75.08	83.16	67.89	82.77	0.00	-0.05	0.05	0.43
RAND	RAND CAPITAL CORP	$18.80	2,748	50.33%	19.28	18.82	20.79	21.02	19.00	45.07	47.41	50.84	56.00	62.60	-0.30	-0.43	0.12	0.20
MPB	MID PENN BANCORP INC	$29.07	128,017	-78.68%	27.57	26.11	26.50	28.07	28.83	68.11	93.74	94.72	100.00	97.12	0.76	0.27	0.49	0.76
SMBK	SMARTFINANCIAL INC	$30.39	68,764	22.43%	29.98	28.89	31.03	32.28	31.36	53.33	78.89	77.70	91.47	94.69	-0.07	-0.45	0.37	0.76
AMTB	AMERANT BANCORP INC	$16.86	268,089	12.46%	17.70	17.85	20.09	21.56	21.79	34.33	18.25	18.62	23.94	32.43	-0.89	-0.85	-0.04	1.09
MAIN	MAIN STREET CAPITAL CORP	$52.63	420,568	-8.61%	53.58	52.92	56.13	57.52	54.17	43.05	71.92	83.55	66.38	82.23	-0.66	-0.90	0.24	0.75
AFL	AFLAC INC	$103.52	3,374,368	24.36%	107.55	106.49	107.39	105.86	106.49	40.28	57.52	75.60	56.84	77.42	-0.05	0.07	-0.12	0.73
RYAN	RYAN SPECIALTY HOLDINGS INC	$64.81	1,969,066	52.02%	67.20	69.44	70.06	68.08	67.49	38.61	17.26	15.97	9.05	6.49	-1.57	-0.82	-0.75	0.67
EFSC	ENTERPRISE FINANCIAL SERVICES CORP	$52.39	182,012	-25.30%	50.84	49.31	53.56	55.92	54.33	55.22	94.27	94.40	98.18	97.78	-0.36	-1.08	0.72	0.93
VOYA	VOYA FINANCIAL INC	$59.00	949,597	-7.41%	58.26	57.78	64.61	67.67	71.75	45.04	79.83	81.01	88.67	94.54	-1.58	-2.25	0.67	1.04
CB	CHUBB LTD	$283.29	1,362,302	-31.32%	283.79	283.94	286.84	279.33	280.59	47.70	59.74	61.67	61.52	61.48	-1.16	-1.07	-0.09	0.60
ESGR	ENSTAR GROUP LTD	$334.49	106,495	38.38%	334.20	333.34	332.62	329.40	326.59	59.57	84.61	85.57	77.29	81.89	0.67	0.62	0.05	0.60
BXSL	BLACKSTONE SECURED LENDING FUND	$29.02	586,215	-17.51%	29.20	28.84	31.33	32.01	31.22	43.27	79.65	87.69	79.91	89.87	-0.55	-0.77	0.22	0.48
FOA	FINANCE OF AMERICA COMPANIES INC	$20.48	51,710	-38.95%	19.86	19.67	21.07	23.55	17.52	51.00	88.95	83.64	95.40	92.29	-0.24	-0.51	0.28	0.80
HTH	HILLTOP HOLDINGS INC	$29.66	296,324	-31.90%	29.05	28.78	30.13	30.07	31.02	53.88	64.89	58.73	100.00	95.70	-0.18	-0.37	0.19	0.94
MCO	MOODYS CORP	$451.86	620,944	-25.93%	436.88	429.84	455.20	471.29	471.53	54.78	94.72	92.34	98.71	99.40	-1.81	-6.43	4.62	1.07
EIG	EMPLOYERS HOLDINGS INC	$48.09	190,398	2.74%	48.48	48.21	49.35	49.74	49.12	45.30	72.62	81.12	68.67	82.55	-0.21	-0.30	0.09	0.47
UMBF	UMB FINANCIAL CORP	$97.78	777,645	-56.70%	95.00	92.01	98.99	107.95	107.22	53.69	81.85	80.40	89.34	91.24	-0.65	-1.83	1.18	1.08
TSLX	SIXTH STREET SPECIALTY LENDING INC	$20.56	796,376	56.08%	20.65	20.38	21.71	21.68	21.22	44.68	74.90	86.06	79.69	88.97	-0.23	-0.36	0.13	0.58
ARES	ARES MANAGEMENT CORP	$152.27	1,075,389	-37.56%	148.38	140.78	149.39	166.98	161.53	55.69	86.22	89.51	89.87	93.40	1.32	-1.03	2.35	1.38
OCSL	OAKTREE SPECIALTY LENDING CORP	$13.27	2,099,912	281.42%	14.35	14.08	15.10	15.35	15.94	34.47	55.64	79.30	53.51	76.70	-0.22	-0.26	0.03	0.58
BRK.B	BERKSHIRE HATHAWAY INC	$530.23	4,631,395	-8.79%	526.43	520.33	515.12	488.86	471.78	55.56	89.79	91.29	89.61	94.53	5.02	4.31	0.71	0.71
ERIE	ERIE INDEMNITY CO	$351.13	195,032	-38.78%	380.66	393.89	409.09	406.61	436.59	33.40	11.95	10.85	16.61	11.34	-14.55	-8.39	-6.16	0.55
CCAP	CRESCENT CAPITAL BDC INC	$15.71	60,462	-26.57%	15.78	15.44	16.77	18.13	18.32	45.06	78.48	85.89	84.87	92.74	-0.24	-0.42	0.17	0.44
EBC	EASTERN BANKSHARES INC	$14.95	1,548,204	-20.12%	15.02	14.80	15.97	16.91	16.80	45.09	55.26	54.51	58.72	60.74	-0.28	-0.37	0.09	0.86
WASH	WASHINGTON TRUST BANCORP INC	$27.96	96,884	-24.97%	27.52	27.11	29.42	31.05	32.04	48.28	88.66	88.98	94.65	94.47	-0.48	-0.73	0.26	0.86
ISTR	INVESTAR HOLDING CORP	$18.92	27,335	-45.08%	18.25	17.23	17.56	19.13	19.38	63.34	92.07	90.21	94.59	96.42	0.43	0.12	0.31	0.65
FBP	FIRST BANCORP	$19.82	1,052,321	-16.23%	19.24	18.44	18.68	19.21	19.91	61.41	94.15	95.33	93.44	94.93	0.32	0.11	0.21	1.17
ASB	ASSOCIATED BANC-CORP	$22.47	1,388,799	3.09%	21.60	20.59	22.04	23.45	23.22	58.78	85.00	86.07	92.60	95.25	0.14	-0.23	0.37	1.12
UBFO	UNITED SECURITY BANCSHARES	$8.96	28,183	2.35%	8.64	8.23	8.86	9.39	8.95	59.35	90.48	93.49	95.58	97.36	0.05	-0.11	0.16	0.53
AX	AXOS FINANCIAL INC	$65.50	602,979	67.52%	62.42	60.37	62.98	67.66	68.47	60.48	91.32	87.24	97.22	96.20	0.29	-0.52	0.81	1.33
FDBC	FIDELITY D & D BANCORP INC	$41.53	7,052	-21.77%	39.31	39.57	41.84	44.63	48.01	54.40	76.95	61.27	94.60	90.62	-0.58	-0.96	0.38	0.74
AON	AON PLC	$351.54	1,193,149	-31.91%	356.13	365.55	384.75	376.29	363.12	40.30	44.32	38.23	55.14	47.04	-10.04	-8.66	-1.38	0.67
ONIT	ONITY GROUP INC	$37.12	71,411	-20.72%	33.21	30.97	31.27	32.47	30.78	69.25	88.17	93.31	97.80	99.27	1.33	0.40	0.93	1.18
OVLY	OAK VALLEY BANCORP	$25.45	5,516	-25.18%	24.94	24.50	25.05	26.44	26.79	54.03	83.86	75.95	89.99	96.02	0.16	-0.08	0.24	0.66
CSWC	CAPITAL SOUTHWEST CORP	$20.14	386,134	33.28%	19.98	19.71	21.42	21.87	23.27	46.54	89.17	94.44	89.22	95.44	-0.31	-0.51	0.20	0.68
GBDC	GOLUB CAPITAL BDC INC	$14.06	851,769	-37.34%	14.24	14.02	14.72	15.04	15.08	44.66	75.97	85.69	68.82	81.96	-0.12	-0.19	0.07	0.53
BBDC	BARINGS BDC INC	$8.61	364,588	12.89%	8.73	8.60	9.32	9.55	9.72	41.81	75.14	85.11	73.45	85.94	-0.15	-0.20	0.06	0.55
UBSI	UNITED BANKSHARES INC	$34.47	720,375	-31.10%	34.08	33.16	34.28	36.42	37.29	54.84	78.24	77.00	95.68	94.30	0.05	-0.21	0.26	0.97
HRZN	HORIZON TECHNOLOGY FINANCE CORP	$7.14	1,195,822	-48.72%	8.32	8.30	8.96	9.11	9.86	29.59	33.89	64.09	34.16	67.22	-0.27	-0.21	-0.06	0.71
GGAL	GRUPO FINANCIERO GALICIA SA	$58.69	779,520	-25.31%	61.92	57.40	57.22	61.14	52.27	49.80	68.04	76.29	45.94	67.73	1.45	1.29	0.17	1.14
HBAN	HUNTINGTON BANCSHARES INC	$14.62	14,982,708	-18.68%	14.26	13.66	14.64	15.72	15.50	55.33	95.23	95.35	96.79	97.47	0.01	-0.19	0.20	1.16
PIPR	PIPER SANDLER COMPANIES	$242.81	139,574	6.29%	233.68	228.28	249.66	278.60	282.78	53.01	93.63	92.88	98.66	99.10	-2.72	-6.49	3.77	1.31
KNSL	KINSALE CAPITAL GROUP INC	$426.46	165,631	-48.23%	457.86	464.95	457.97	459.86	459.90	38.75	24.89	22.57	17.23	13.56	-8.22	-1.22	-7.00	0.87
MRBK	MERIDIAN CORP	$13.28	36,141	-52.34%	13.62	13.35	14.10	14.79	13.73	42.40	36.59	49.55	39.26	56.15	-0.13	-0.19	0.06	0.48
STEP	STEPSTONE GROUP INC	$51.54	516,323	-8.18%	48.95	47.48	52.14	56.74	56.79	54.49	84.77	86.14	94.61	95.06	-0.46	-1.27	0.82	1.37
WTW	WILLIS TOWERS WATSON PLC	$306.36	598,774	-15.69%	311.62	314.68	325.58	321.76	307.25	40.43	33.52	29.97	22.02	25.37	-5.75	-4.43	-1.32	0.66
BLFY	BLUE FOUNDRY BANCORP	$9.59	68,869	-26.92%	9.24	9.00	9.27	9.56	10.05	62.53	85.16	84.10	93.94	92.81	0.06	-0.03	0.09	0.55
HWC	HANCOCK WHITNEY CORP	$52.71	642,493	-13.46%	51.18	49.29	51.78	54.80	53.92	57.35	93.13	92.98	92.72	94.94	0.27	-0.39	0.66	1.28
IREN	IREN LTD	$6.37	19,030,956	49.30%	6.12	5.90	6.95	9.41	9.27	49.97	72.81	76.90	76.38	80.95	-0.20	-0.37	0.17	2.41
WAFD	WAFD INC	$28.60	387,303	-32.02%	28.37	27.12	28.08	29.92	32.57	56.09	83.04	81.13	96.01	95.41	0.22	-0.02	0.24	0.98
FSK	FS KKR CAPITAL CORP	$19.59	1,214,914	30.29%	19.78	19.43	20.95	21.59	20.93	44.99	75.31	86.04	75.58	87.31	-0.24	-0.40	0.16	0.75
HLNE	HAMILTON LANE INC	$155.62	334,105	-19.85%	146.15	141.92	146.50	152.10	158.33	59.54	96.34	97.04	99.96	99.97	1.85	-0.50	2.35	1.24
GSBC	GREAT SOUTHERN BANCORP INC	$55.59	26,357	26.48%	55.03	53.19	55.62	58.19	58.69	54.38	73.91	73.18	90.87	93.04	0.06	-0.41	0.47	0.76
UVSP	UNIVEST FINANCIAL CORP	$29.73	117,094	-17.40%	28.78	27.48	28.42	29.36	28.80	61.67	95.90	96.21	96.55	96.35	0.40	0.01	0.39	0.87
ABCB	AMERIS BANCORP	$58.94	809,836	-14.05%	56.14	54.01	57.33	61.11	61.81	60.50	93.28	94.07	97.18	97.42	0.36	-0.60	0.96	1.19
CATY	CATHAY GENERAL BANCORP	$42.05	325,720	-6.38%	41.38	39.78	42.49	45.22	45.10	54.32	79.56	80.37	86.22	88.84	0.01	-0.51	0.52	1.08
NFBK	NORTHFIELD BANCORP INC	$10.68	148,307	-10.19%	10.11	9.95	10.78	11.35	11.72	57.85	89.67	77.20	100.00	98.96	-0.10	-0.26	0.16	0.77
MFIC	MIDCAP FINANCIAL INVESTMENT CORP	$11.74	326,076	23.07%	11.85	11.58	12.61	13.18	13.46	45.12	79.57	87.85	79.09	89.15	-0.18	-0.28	0.11	0.85
ICE	INTERCONTINENTAL EXCHANGE INC	$170.84	3,986,585	8.56%	163.02	160.34	167.18	161.32	159.77	63.15	95.55	96.25	100.00	100.00	0.14	-1.45	1.59	0.73
SCM	STELLUS CAPITAL INVESTMENT CORP	$12.69	191,364	46.39%	12.99	12.71	13.77	13.98	13.93	42.45	65.28	79.47	67.97	84.24	-0.18	-0.27	0.09	0.55
MCB	METROPOLITAN BANK HOLDING CORP	$61.99	93,631	-40.66%	59.63	55.09	56.05	58.95	56.69	68.62	95.69	96.93	97.12	98.54	1.94	0.85	1.09	1.30
BSAC	BANCO SANTANDER CHILE	$23.40	483,995	9.70%	24.16	23.21	22.86	21.35	20.66	50.28	71.58	80.53	41.05	60.14	0.42	0.41	0.01	0.67
SPGI	S&P GLOBAL INC	$498.93	1,570,459	-35.30%	477.99	470.19	493.29	501.55	503.08	57.95	92.74	93.05	99.10	98.75	0.10	-5.33	5.43	0.94
BN	BROOKFIELD CORP	$54.08	1,571,568	-37.84%	51.97	50.01	52.47	55.56	53.61	58.17	94.13	94.23	100.00	100.00	0.41	-0.34	0.75	1.34
RDN	RADIAN GROUP INC	$32.56	1,556,823	-19.34%	31.67	31.73	32.09	32.48	33.64	54.96	62.93	55.16	76.09	66.44	-0.09	-0.16	0.07	0.93
NEWT	NEWTEKONE INC	$10.53	224,299	-31.91%	10.55	10.36	11.56	12.31	12.70	44.15	66.95	74.28	75.68	84.58	-0.27	-0.38	0.10	0.95
GNTY	GUARANTY BANCSHARES INC	$39.24	12,413	-40.92%	39.66	38.86	39.54	38.64	36.35	48.94	55.53	58.44	56.49	61.70	0.05	-0.03	0.08	0.70
EGBN	EAGLE BANCORP INC	$18.04	362,235	-12.41%	19.10	19.33	20.83	23.53	23.61	36.84	24.18	23.01	15.49	18.35	-0.82	-0.70	-0.12	0.97
KEY	KEYCORP	$14.99	9,866,248	3.91%	14.60	14.23	15.42	16.54	16.76	52.03	89.60	88.49	97.43	97.64	-0.15	-0.33	0.18	1.30
LAZ	LAZARD INC	$39.42	826,413	5.57%	37.93	36.74	42.81	47.59	48.99	49.90	84.91	84.29	90.27	90.16	-1.05	-1.86	0.81	1.30
FULT	FULTON FINANCIAL CORP	$16.91	1,142,857	-9.29%	16.49	16.06	17.54	18.92	18.88	51.87	92.65	93.09	94.58	96.53	-0.19	-0.41	0.22	1.02
BAFN	BAYFIRST FINANCIAL CORP	$15.24	11,435	713.30%	15.09	14.67	16.87	15.68	14.47	47.90	53.25	48.49	76.54	72.20	-0.43	-0.61	0.19	0.23
HTB	HOMETRUST BANCSHARES INC	$34.37	38,017	-5.65%	34.11	33.29	34.25	34.90	34.79	54.24	66.74	63.11	73.11	71.66	0.08	-0.10	0.18	0.76
PFSI	PENNYMAC FINANCIAL SERVICES INC	$97.01	325,957	0.93%	95.54	95.84	98.66	101.33	102.87	50.26	72.97	65.16	97.27	93.40	-0.88	-1.26	0.38	0.98
CBSH	COMMERCE BANCSHARES INC	$61.29	394,614	-45.97%	60.53	58.94	61.02	63.20	61.92	54.49	79.03	79.55	91.76	91.97	0.09	-0.32	0.41	0.83
BWIN	BALDWIN INSURANCE GROUP INC	$40.75	579,815	50.33%	41.87	42.11	41.87	41.17	43.86	44.26	46.39	56.94	37.40	56.45	-0.23	-0.06	-0.17	1.42
TRST	TRUSTCO BANK CORP N Y	$30.91	83,503	-4.09%	30.10	29.16	30.40	31.90	32.94	58.86	93.82	93.37	95.21	94.38	0.15	-0.18	0.33	0.72
MC	MOELIS & CO	$53.41	891,845	-14.89%	52.31	51.82	58.67	67.23	67.79	45.92	74.45	73.37	98.67	99.46	-1.63	-2.40	0.77	1.29
USCB	USCB FINANCIAL HOLDINGS INC	$16.78	26,588	3.19%	17.19	17.04	18.00	18.28	17.08	43.96	37.32	35.94	52.78	54.07	-0.29	-0.31	0.02	0.48
TBBK	BANCORP INC	$49.47	383,435	-1.78%	47.52	46.08	50.64	53.46	52.76	52.59	87.30	83.72	90.29	87.09	-0.59	-1.30	0.71	1.45
BFC	BANK FIRST CORP	$110.23	19,227	-4.52%	109.89	104.74	103.26	102.37	97.74	61.96	82.45	85.44	72.67	80.66	2.60	2.04	0.56	0.64
HTGC	HERCULES CAPITAL INC	$17.81	1,262,840	6.81%	17.75	17.45	18.70	19.49	19.49	47.37	86.71	92.74	86.29	93.41	-0.20	-0.35	0.15	0.82
BMRC	BANK OF MARIN BANCORP	$20.73	96,932	31.15%	20.71	20.45	22.04	23.13	22.36	46.09	57.02	60.09	83.17	88.16	-0.32	-0.46	0.15	0.80
FFBC	FIRST FINANCIAL BANCORP	$23.34	318,485	-32.40%	23.25	22.81	24.48	26.14	26.18	47.80	62.15	60.91	73.77	74.02	-0.31	-0.49	0.18	1.02
MBCN	MIDDLEFIELD BANC CORP	$26.82	8,870	-43.50%	25.55	25.06	25.82	26.61	27.22	56.38	82.45	70.03	95.42	96.15	0.06	-0.21	0.27	0.62
UNM	UNUM GROUP	$77.43	1,396,460	-52.01%	77.72	76.24	78.36	76.33	68.46	49.31	71.72	79.78	71.25	83.89	0.04	-0.23	0.27	0.93
CNA	CNA FINANCIAL CORP	$47.44	274,047	29.55%	47.79	47.71	48.56	48.56	48.90	45.78	67.50	71.28	77.70	84.31	-0.26	-0.29	0.03	0.65
WBS	WEBSTER FINANCIAL CORP	$47.81	832,460	-33.96%	46.89	45.11	49.48	53.71	51.74	51.64	80.34	81.01	94.68	95.03	-0.48	-1.13	0.65	1.31
PBFS	PIONEER BANCORP INC	$11.50	13,116	-26.74%	11.20	11.17	11.57	11.54	11.32	55.65	53.69	38.63	93.47	83.03	-0.08	-0.12	0.05	0.53
WSBF	WATERSTONE FINANCIAL INC	$12.16	85,414	-16.31%	12.17	12.22	13.15	13.45	14.13	41.24	45.77	38.92	87.75	81.03	-0.29	-0.34	0.05	0.59
WTFC	WINTRUST FINANCIAL CORP	$112.63	364,188	-23.54%	108.94	104.12	111.09	120.46	116.50	57.16	91.69	93.67	93.35	95.89	0.48	-1.21	1.69	1.19
CINF	CINCINNATI FINANCIAL CORP	$139.84	745,623	-23.86%	135.08	133.84	139.69	140.84	139.24	55.26	75.56	78.81	97.97	97.51	-0.55	-1.72	1.16	0.85
MKTX	MARKETAXESS HOLDINGS INC	$223.97	423,421	-36.72%	221.04	217.91	211.41	215.86	235.90	60.15	82.51	80.31	68.83	65.96	2.58	2.53	0.05	0.65
IVZ	INVESCO LTD	$13.92	4,073,710	-24.75%	13.60	13.27	14.90	16.40	16.78	49.00	83.04	84.48	92.78	94.19	-0.27	-0.50	0.22	1.50
FNB	FNB CORP	$13.25	3,006,721	-3.98%	13.09	12.52	13.34	14.36	14.57	53.63	79.32	82.09	85.56	89.88	0.01	-0.15	0.16	1.11
OFG	OFG BANCORP	$40.88	926,151	101.06%	37.92	36.67	39.14	41.07	42.29	65.27	94.98	96.02	96.85	97.90	0.15	-0.56	0.70	1.02
IBCP	INDEPENDENT BANK CORP	$30.67	135,138	3.83%	30.73	29.81	31.02	33.33	33.64	51.11	66.57	69.52	76.36	81.93	-0.01	-0.21	0.20	0.90

Financial Industries

Industry	Stocks	1d %	1w %	1m %	1y %	P/E ratio	P/B Ratio	ROE	ROA	ROCE	Upside/Downside	Consensus
Asset Management	102	+0.16%	+0.19%	-4.32%	-4.10%	35.89x	2.66x	+19.14%	+4.44%	+0.48%	+14.40%	Hold
Banks - Diversified	16	+0.38%	+1.48%	+1.19%	+20.61%	12.52x	1.22x	+11.78%	+0.88%	N/A	+33.66%	Buy
Banks - Regional	331	+0.57%	+0.36%	-0.64%	+17.38%	13.29x	1.12x	+11.92%	+1.31%	-0.00%	+24.50%	Buy
Capital Markets	68	+0.84%	+2.23%	+0.22%	+22.02%	19.68x	2.11x	+14.31%	+2.29%	-0.27%	+20.79%	Buy
Credit Services	55	-0.90%	-0.92%	-2.30%	+17.01%	29.37x	5.47x	+83.29%	+17.81%	+33.15%	+16.86%	Buy
Financial Conglomerates	3	+2.08%	+1.98%	-6.83%	-23.19%	6.23x	1.78x	+9.03%	-0.52%	-0.20%	+27.56%	Buy
Financial Data & Stock Exchanges	11	-0.15%	+2.47%	-1.77%	+14.00%	32.67x	5.03x	+9.82%	+6.81%	+15.83%	+16.47%	Buy
Insurance Brokers	18	-1.10%	-4.93%	-10.12%	+15.67%	-15.01x	5.85x	+23.33%	+5.72%	+13.38%	+11.32%	Buy
Insurance - Diversified	14	-0.45%	-0.01%	-2.99%	+20.72%	11.10x	1.73x	+15.06%	+7.06%	+0.04%	+15.90%	Buy
Insurance - Life	17	-1.45%	-1.70%	-8.02%	+17.77%	12.48x	1.48x	+14.80%	+1.62%	-0.00%	+19.74%	Buy
Insurance - Property & Casualty	37	-0.63%	-1.35%	-4.91%	+13.37%	16.45x	2.33x	+20.36%	+4.78%	-0.00%	+8.00%	Buy
Insurance - Reinsurance	9	-2.94%	-1.29%	-5.57%	+0.54%	10.41x	1.09x	+10.96%	+1.85%	N/A	+21.19%	Buy
Insurance - Specialty	20	-0.06%	-0.43%	-5.27%	+20.38%	19.21x	1.72x	+13.16%	+3.91%	+1.09%	+19.06%	Buy
Mortgage Finance	16	-0.43%	+1.78%	-2.81%	+7.48%	19.11x	0.35x	+0.85%	+0.60%	-0.01%	+27.44%	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 48.32% over the past year, overperforming other financial stocks by 35 percentage points.

Cpi Card Group has an average 1 year price target of $37.25, an upside of 42.94% from Cpi Card Group's current stock price of $26.06.

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: B, 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 254.24% over the past year, overperforming other financial stocks by 241 percentage points.

Oppfi has an average 1 year price target of $10.00, an upside of 4.17% from Oppfi's current stock price of $9.60.

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: C, 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 64.07% over the past year, overperforming other financial stocks by 51 percentage points.

Finvolution Group has an average 1 year price target of $11.40, an upside of 42.68% from Finvolution Group's current stock price of $7.99.

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

1. 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 3.54%. 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.

2. 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 3.54%. 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.

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 3.54%. 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 down?

Financial stocks were down -0.09% in the last day, and down -0.07% over the last week. Selectquote was the among the top losers in the financial services sector, dropping -19.24% yesterday.

Shares of eHealth, GoHealth and SelectQuote are trading lower after the US filed a False Claims Act complaint against the companies.

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 16 points higher than the financial sector average of 41. It passed 4 out of 7 valuation due diligence checks.

Hamilton Insurance Group's stock has gained 32.82% in the past year. It has overperformed other stocks in the financial sector by 19 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 16 points higher than the financial sector average of 41. It passed 4 out of 7 valuation due diligence checks.

Everest Group's stock has dropped -8.79% in the past year. It has underperformed other stocks in the financial sector by -22 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 30 points higher than the financial sector average of 41. It passed 5 out of 7 valuation due diligence checks.

Bread Financial Holdings's stock has gained 24.52% in the past year. It has overperformed other stocks in the financial sector by 11 percentage points.

Are financial stocks a good buy now?

39.34% of financial stocks rated by analysts are a buy right now. On average, analysts expect financial stocks to rise by 18.42% over the next year.

3.11% of financial stocks have a Zen Rating of A (Strong Buy), 7.2% of financial stocks are rated B (Buy), 69.39% are rated C (Hold), 16.37% are rated D (Sell), and 3.93% 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 18.38x.

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.