WallStreetZenWallStreetZen

Sectors & IndustriesFinancial Services
Best Financial Stocks to Buy Now (2024)
Top financial stocks in 2024 ranked by overall Zen Score. See the best financial stocks to buy now, according to analyst forecasts for the financial services sector.

Sector: Financial Services
Ticker
Company
Financials Score
Market Cap
ROE
ROA
ROCE
ROIC
D/E
Current Ratio
Gross Margin
Profit Margin
Operating Margin
MARA
MARATHON DIGITAL HOLDINGS INC
$3.91B27.40%17.10%14.71%15.80%0.2330.51-4.00%66.90%74.31%
HGBL
HERITAGE GLOBAL INC
$96.61M22.40%15.40%20.92%30.70%0.361.7865.80%20.60%23.65%
LPRO
OPEN LENDING CORP
$570.61M10.40%5.80%11.18%14.30%0.8214.0881.00%18.80%33.64%
AMK
ASSETMARK FINANCIAL HOLDINGS INC
$2.62B10.20%7.80%11.43%129.20%0.283.8450.00%17.40%24.92%
VCTR
VICTORY CAPITAL HOLDINGS INC
$2.87B20.20%8.40%N/A28.50%1.42N/A54.90%26.00%41.07%
WBS
WEBSTER FINANCIAL CORP
$7.79B10.20%1.10%N/A1.40%7.62N/A100.00%34.00%43.37%
TCBX
THIRD COAST BANCSHARES INC
$249.01M7.20%0.70%N/A1.10%9.67N/A100.00%20.30%29.43%
JHG
JANUS HENDERSON GROUP PLC
$4.98B8.80%6.10%8.61%37.10%0.363.89100.00%18.70%24.03%
ORRF
ORRSTOWN FINANCIAL SERVICES INC
$268.59M14.40%1.20%N/A1.40%10.56N/A100.00%27.70%34.94%
CBFV
CB FINANCIAL SERVICES INC
$109.75M18.50%1.60%N/A2.20%9.41N/A100.00%32.60%43.85%
QFIN
QIFU TECHNOLOGY INC
$2.83B20.50%9.70%20.43%31.10%1.092.0079.70%26.30%32.50%
SIGI
SELECTIVE INSURANCE GROUP INC
$6.18B13.00%3.10%N/A4.10%3.00N/A41.30%8.40%11.51%
EVR
EVERCORE INC
$7.14B17.60%8.00%12.03%12.20%1.222.86100.00%10.50%13.85%
BBD
BANK BRADESCO
$28.31B13.60%1.20%N/A1.40%10.37N/A100.00%25.60%29.29%
MVBF
MVB FINANCIAL CORP
$257.39M11.30%0.90%N/A1.30%10.45N/A100.00%21.60%27.15%
SMBC
SOUTHERN MISSOURI BANCORP INC
$455.48M9.60%1.00%N/A1.20%8.88N/A100.00%28.10%35.40%
AMRK
A-MARK PRECIOUS METALS INC
$857.05M19.00%7.00%20.13%14.60%1.781.862.50%1.10%1.82%
XP
XP INC
$12.16B20.80%1.70%N/A1.60%11.80N/A70.40%26.20%30.64%
SBCF
SEACOAST BANKING CORP OF FLORIDA
$1.87B5.00%0.70%N/A1.00%5.92N/A100.00%19.60%25.34%
HBAN
HUNTINGTON BANCSHARES INC
$18.89B9.60%1.00%N/A1.30%8.78N/A100.00%26.10%33.98%
MMC
MARSH & MCLENNAN COMPANIES INC
$96.51B32.30%8.50%19.68%44.50%2.931.10100.00%16.50%24.45%
MTB
M&T BANK CORP
$22.89B10.10%1.30%N/A1.90%6.73N/A100.00%29.30%39.05%
AXS
AXIS CAPITAL HOLDINGS LTD
$5.17B6.80%1.20%N/A1.60%4.75N/A39.90%6.10%8.35%
GLAD
GLADSTONE CAPITAL CORP
$445.10M14.90%7.80%N/A7.40%0.83N/A79.00%63.00%86.57%
WABC
WESTAMERICA BANCORPORATION
$1.22B23.80%2.50%N/A3.50%7.24N/A100.00%49.80%68.22%
FCNCA
FIRST CITIZENS BANCSHARES INC
$22.26B56.60%5.40%N/A5.60%9.06N/A100.00%65.50%69.36%
SEIC
SEI INVESTMENTS CO
$8.72B22.40%19.30%27.47%67.90%0.184.19100.00%24.10%31.01%
HTGC
HERCULES CAPITAL INC
$2.85B20.60%10.20%N/A8.50%0.90N/A100.00%73.30%89.26%
ITUB
ITAU UNIBANCO HOLDING SA
$58.82B18.50%1.40%N/A2.00%12.78N/A100.00%25.70%39.84%
SLM
SLM CORP
$4.55B30.80%2.00%N/A2.60%14.51N/A100.00%38.50%53.17%
PLMR
PALOMAR HOLDINGS INC
$1.90B18.50%5.00%N/A6.80%2.62N/A80.70%21.10%28.57%
FUSB
FIRST US BANCSHARES INC
$55.50M9.70%0.80%N/A1.10%10.84N/A100.00%21.00%27.89%
PYPL
PAYPAL HOLDINGS INC
$67.98B21.10%5.50%16.06%21.90%2.901.2939.60%14.30%18.18%
GL
GLOBE LIFE INC
$5.62B22.90%3.60%N/A4.60%5.25N/A47.40%17.80%23.80%
ESNT
ESSENT GROUP LTD
$5.63B14.40%11.40%N/A13.30%0.26N/A97.20%62.80%76.88%
HDB
HDFC BANK LTD
$105.04B18.30%2.10%N/A2.70%7.84N/A100.00%43.80%58.49%
RNR
RENAISSANCERE HOLDINGS LTD
$11.33B33.30%6.00%N/A5.00%3.54N/A60.90%27.70%23.25%
CASH
PATHWARD FINANCIAL INC
$1.24B23.90%2.20%N/A2.70%9.86N/A100.00%24.80%27.11%
HCI
HCI GROUP INC
$1.12B35.40%4.50%N/A7.50%4.27N/A53.80%14.40%21.53%
MTG
MGIC INVESTMENT CORP
$5.26B14.60%11.20%N/A14.00%0.29N/A101.80%61.70%81.30%
OVLY
OAK VALLEY BANCORP
$192.82M20.90%1.60%N/A2.60%10.09N/A100.00%37.90%49.48%
AIZ
ASSURANT INC
$8.89B14.10%1.90%N/A3.00%5.99N/A77.30%5.80%8.22%
HLNE
HAMILTON LANE INC
$5.96B27.80%10.10%N/A13.80%1.25N/A100.00%25.20%37.81%
BRO
BROWN & BROWN INC
$23.13B16.80%6.20%13.46%29.60%1.671.04100.00%20.40%31.39%
NAVI
NAVIENT CORP
$1.83B5.40%0.40%N/A0.30%7.31N/A100.00%19.90%27.26%
EG
EVEREST GROUP LTD
$15.61B22.70%5.50%N/A4.90%2.74N/A22.00%17.30%15.69%
CFG
CITIZENS FINANCIAL GROUP INC
$14.87B6.30%0.70%N/A0.90%8.12N/A100.00%19.80%25.38%
MFC
MANULIFE FINANCIAL CORP
$41.14B10.20%0.60%N/A0.90%17.58N/A40.60%14.30%22.28%
CCBG
CAPITAL CITY BANK GROUP INC
$435.61M12.40%1.20%N/A1.60%8.75N/A100.00%23.70%29.56%
MA
MASTERCARD INC
$428.96B186.00%28.00%54.29%69.60%5.121.17100.00%44.60%56.63%
DFS
DISCOVER FINANCIAL SERVICES
$29.96B20.00%2.00%N/A2.50%9.22N/A100.00%29.00%38.05%
FHI
FEDERATED HERMES INC
$2.97B26.80%14.50%23.04%60.40%0.842.51100.00%18.60%25.97%
TRV
TRAVELERS COMPANIES INC
$51.12B13.30%2.50%N/A3.00%4.06N/A36.60%7.20%9.06%
MCO
MOODYS CORP
$67.66B51.20%11.00%18.03%23.30%3.361.7471.50%27.20%36.93%
V
VISA INC
$547.67B46.10%20.10%33.15%82.90%1.301.4582.10%53.90%68.35%
PFC
PREMIER FINANCIAL CORP
$682.44M11.90%1.30%N/A1.60%7.84N/A100.00%36.80%46.08%
NTRS
NORTHERN TRUST CORP
$16.30B9.10%0.70%N/A1.10%11.67N/A100.00%15.80%21.70%
VALU
VALUE LINE INC
$354.00M21.20%13.80%21.29%22.10%0.513.1685.70%47.80%62.69%
GROW
U S GLOBAL INVESTORS INC
$39.13M6.20%5.90%8.23%16.90%0.0518.78100.00%25.00%32.89%
ONB
OLD NATIONAL BANCORP
$4.53B10.60%1.20%N/A1.50%7.83N/A100.00%31.80%42.26%
ATLC
ATLANTICUS HOLDINGS CORP
$381.56M21.00%3.10%N/A3.20%5.51N/A100.00%21.90%36.48%
ICE
INTERCONTINENTAL EXCHANGE INC
$74.38B9.60%1.70%7.06%15.50%4.291.0080.70%23.90%36.68%
FIHL
FIDELIS INSURANCE HOLDINGS LTD
$2.20B100.40%21.90%N/A22.30%3.09N/A80.60%59.30%57.91%
MCB
METROPOLITAN BANK HOLDING CORP
$366.53M12.20%1.20%N/A1.60%9.73N/A100.00%32.40%44.84%
VLY
VALLEY NATIONAL BANCORP
$3.66B7.30%0.80%N/A1.10%8.09N/A100.00%26.20%36.85%
TBBK
BANCORP INC
$1.70B25.20%2.50%N/A3.80%8.55N/A100.00%42.90%57.34%
BY
BYLINE BANCORP INC
$887.58M12.30%1.30%N/A1.70%7.97N/A100.00%30.40%41.00%
LPLA
LPL FINANCIAL HOLDINGS INC
$19.37B50.30%11.10%N/A20.50%4.00N/A40.10%10.60%16.23%
SPFI
SOUTH PLAINS FINANCIAL INC
$414.27M16.30%1.50%N/A2.00%9.33N/A100.00%29.30%37.05%
AGO
ASSURED GUARANTY LTD
$4.35B13.80%5.10%N/A4.60%1.19N/A88.20%53.80%53.61%
ABCB
AMERIS BANCORP
$3.07B8.10%1.00%N/A1.40%6.36N/A100.00%28.80%38.17%
VRTS
VIRTUS INVESTMENT PARTNERS INC
$1.56B15.30%3.50%N/A7.50%3.13N/A100.00%15.50%41.94%
HNNA
HENNESSY ADVISORS INC
$53.50M5.50%3.40%6.32%22.40%0.6522.6250.10%20.20%37.45%
KNSL
KINSALE CAPITAL GROUP INC
$10.49B33.30%9.10%N/A11.60%2.47N/A51.00%25.20%32.20%
MSBI
MIDLAND STATES BANCORP INC
$490.72M8.60%0.80%N/A1.30%8.94N/A100.00%23.60%38.22%
COF
CAPITAL ONE FINANCIAL CORP
$51.86B8.30%1.00%N/A1.30%7.24N/A100.00%17.40%22.93%
OPBK
OP BANCORP
$133.71M12.90%1.10%N/A1.60%10.15N/A100.00%29.40%41.24%
ESQ
ESQUIRE FINANCIAL HOLDINGS INC
$371.11M22.40%2.70%N/A4.10%7.14N/A100.00%37.60%51.27%
OMF
ONEMAIN HOLDINGS INC
$5.68B20.60%2.70%N/A2.10%6.63N/A92.60%25.00%32.83%
CINF
CINCINNATI FINANCIAL CORP
$18.34B16.60%5.90%N/A7.40%1.71N/A47.30%18.40%23.27%
OCSL
OAKTREE SPECIALTY LENDING CORP
$1.52B7.60%3.50%N/A4.90%1.16N/A80.60%28.80%60.33%
SWKH
SWK HOLDINGS CORP
$212.95M5.70%5.10%4.98%5.60%0.193.01100.00%42.10%43.60%
CFR
CULLEN/FROST BANKERS INC
$6.91B17.40%1.20%N/A1.60%12.68N/A100.00%30.50%36.70%
IFS
INTERCORP FINANCIAL SERVICES INC
$2.59B11.30%1.20%N/A1.50%8.00N/A-4.20%25.10%31.54%
OSBC
OLD SECOND BANCORP INC
$596.31M17.30%1.60%N/A2.00%8.91N/A100.00%34.00%46.14%
CBAN
COLONY BANKCORP INC
$185.95M9.00%0.70%N/A0.90%10.98N/A100.00%19.70%24.68%
INTR
INTER & CO INC
$2.00B4.20%0.60%N/A1.30%7.06N/A132.40%6.40%15.08%
FITB
FIFTH THIRD BANCORP
$23.22B12.30%1.00%N/A1.40%10.19N/A100.00%27.00%36.47%
USB
US BANCORP
$63.88B9.40%0.70%N/A1.00%10.99N/A100.00%19.60%26.56%
TROW
PRICE T ROWE GROUP INC
$25.07B19.20%14.40%N/A33.60%0.21N/A54.10%27.70%37.82%
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC
$3.39B76.80%16.00%N/A20.10%2.47N/A100.00%22.80%31.05%
CCAP
CRESCENT CAPITAL BDC INC
$629.31M11.50%5.20%N/A3.50%1.19N/A48.20%45.50%46.24%
ASB
ASSOCIATED BANC-CORP
$3.01B4.30%0.40%N/A0.50%9.26N/A100.00%16.80%20.21%
HTBK
HERITAGE COMMERCE CORP
$482.02M9.80%1.20%N/A1.90%6.72N/A100.00%33.70%47.22%
SNV
SYNOVUS FINANCIAL CORP
$5.36B10.60%0.80%N/A1.10%10.68N/A100.00%25.00%34.34%
GBDC
GOLUB CAPITAL BDC INC
$2.83B12.20%5.40%N/A5.40%1.22N/A77.00%48.90%74.29%
BK
BANK OF NEW YORK MELLON CORP
$40.74B7.50%0.70%N/A1.30%9.03N/A100.00%17.40%23.35%
SKWD
SKYWARD SPECIALTY INSURANCE GROUP INC
$1.42B15.10%3.00%N/A4.40%3.47N/A41.80%9.50%13.56%
VBTX
VERITEX HOLDINGS INC
$1.05B7.20%0.90%N/A1.20%7.09N/A100.00%28.70%38.20%
BAC
BANK OF AMERICA CORP
$273.02B8.70%0.80%N/A0.90%9.90N/A100.00%25.20%28.75%

Financial Industries

IndustryStocks1d %1w %1m %1y %Zen ScoreP/E ratioP/B RatioROEROAROCEUpside/DownsideConsensus
102-0.69%-5.08%-2.16%+12.94%30.32x2.30x+18.94%+3.25%+0.53%+10.69%Buy
18-1.60%-6.62%-4.06%+13.30%12.80x1.06x+12.15%+0.95%N/A+23.42%Buy
344-0.81%-5.77%-2.87%+7.55%-11.21x0.95x+11.86%+1.13%-0.00%+19.44%Buy
60-0.65%-4.82%-1.84%+11.10%20.10x1.78x+11.04%+1.74%+0.45%+11.54%Buy
60-0.80%-3.86%-1.96%+15.48%28.45x4.81x+81.05%+17.27%+30.31%-1.12%Buy
3-0.17%-9.51%-1.40%-4.46%9.20x1.67x+8.03%-0.50%-1.16%+19.60%Strong Buy
11-0.32%-5.74%-5.61%+16.61%88.57x4.49x+5.25%+5.90%+11.66%+11.72%Buy
19-0.32%-3.76%-6.24%+15.13%30.63x6.77x-137.15%+6.99%+18.68%+10.56%Buy
14-0.01%-3.48%-4.10%+23.45%9.56x1.52x+18.23%+8.19%+0.02%+18.35%Strong Buy
20+0.22%-7.35%-7.10%+34.55%15.71x1.33x+10.70%+1.26%+0.02%+21.15%Buy
37+0.48%-2.42%-3.77%+20.39%5.92x2.20x+15.02%+3.46%+0.01%+5.72%Buy
9+0.12%-3.30%-6.00%+7.90%6.99x1.13x+21.53%+3.85%N/A+16.68%Buy
21-0.39%-4.58%-3.22%+13.08%27.81x1.49x+10.44%+3.89%+0.97%+16.60%Buy
15-0.58%-6.04%-1.40%+8.27%-46.13x0.37x-1.95%+0.41%N/A+16.39%Buy

Financial Stocks FAQ

What are the best financial stocks to buy right now in Apr 2024?

According to Zen Score, the 3 best financial service stocks to buy right now are:

1. Marathon Digital Holdings (NASDAQ:MARA)


Marathon Digital Holdings (NASDAQ:MARA) is the top financial stock with a Zen Score of 70, which is 38 points higher than the financial sector average of 32. It passed 23 out of 33 due diligence checks and has strong fundamentals. Marathon Digital Holdings has seen its stock return 27.51% over the past year, overperforming other financial stocks by 14 percentage points.

Marathon Digital Holdings has an average 1 year price target of $23.36, an upside of 60% from Marathon Digital Holdings's current stock price of $14.60.

Marathon Digital Holdings stock has a consensus Hold recommendation according to Wall Street analysts. Of the 5 analysts covering Marathon Digital Holdings, 20% have issued a Strong Buy rating, 20% have issued a Buy, 40% have issued a Hold, while 0% have issued a Sell rating, and 20% have issued a Strong Sell.

2. Heritage Global (NASDAQ:HGBL)


Heritage Global (NASDAQ:HGBL) is the second best financial stock with a Zen Score of 64, which is 32 points higher than the financial sector average of 32. It passed 20 out of 33 due diligence checks and has strong fundamentals. Heritage Global has seen its stock lose -13.91% over the past year, underperforming other financial stocks by -28 percentage points.

3. Open Lending (NASDAQ:LPRO)


Open Lending (NASDAQ:LPRO) is the third best financial stock with a Zen Score of 63, which is 31 points higher than the financial sector average of 32. It passed 20 out of 33 due diligence checks and has strong fundamentals. Open Lending has seen its stock lose -31.53% over the past year, underperforming other financial stocks by -45 percentage points.

Open Lending has an average 1 year price target of $7.33, an upside of 52.77% from Open Lending's current stock price of $4.80.

Open Lending stock has a consensus Buy recommendation according to Wall Street analysts. Of the 6 analysts covering Open Lending, 0% have issued a Strong Buy rating, 50% 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 470 financial stocks that have issued dividends in the past year, the 3 financial stocks with the highest dividend yields are:

1. Blue Ridge Bankshares (NYSEMKT:BRBS)


Blue Ridge Bankshares (NYSEMKT:BRBS) has an annual dividend yield of N/A, which is N/A percentage points lower than the financial sector average of 4.41%.

Blue Ridge Bankshares's dividend payout ratio of -4.5% indicates that its dividend yield might not be sustainable for the long-term.

2. Proassurance (NYSE:PRA)


Proassurance (NYSE:PRA) has an annual dividend yield of N/A, which is N/A percentage points lower than the financial sector average of 4.41%. Proassurance's dividend payout is not stable, having dropped more than 10% six times in the last 10 years. Proassurance's dividend has not shown consistent growth over the last 10 years.

Proassurance's dividend payout ratio of -6.8% indicates that its dividend yield might not be 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 4.41%. 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 2.7% indicates that its dividend yield is sustainable for the long-term.

Why are financial stocks down?

Financial stocks were down -0.43% in the last day, and down -4.77% over the last week. Cipher Mining was the among the top losers in the financial services sector, dropping -7.95% yesterday.

Cipher Mining shares are trading lower amid weakness in Bitcoin.

What are the most undervalued financial stocks?

Based on WallStreetZen's Valuation Score, the 3 most undervalued financial stocks right now are:

1. First Us Bancshares (NASDAQ:FUSB)


First Us Bancshares (NASDAQ:FUSB) is the most undervalued financial stock based on WallStreetZen's Valuation Score. First Us Bancshares has a valuation score of 100, which is 57 points higher than the financial sector average of 43. It passed 7 out of 7 valuation due diligence checks.

First Us Bancshares's stock has gained 23.79% in the past year. It has overperformed other stocks in the financial sector by 10 percentage points.

2. Hanover Bancorp (NASDAQ:HNVR)


Hanover Bancorp (NASDAQ:HNVR) is the second most undervalued financial stock based on WallStreetZen's Valuation Score. Hanover Bancorp has a valuation score of 100, which is 57 points higher than the financial sector average of 43. It passed 7 out of 7 valuation due diligence checks.

Hanover Bancorp's stock has dropped -25.58% in the past year. It has underperformed other stocks in the financial sector by -39 percentage points.

3. International General Insurance Holdings (NASDAQ:IGIC)


International General Insurance Holdings (NASDAQ:IGIC) is the third most undervalued financial stock based on WallStreetZen's Valuation Score. International General Insurance Holdings has a valuation score of 100, which is 57 points higher than the financial sector average of 43. It passed 7 out of 7 valuation due diligence checks.

International General Insurance Holdings's stock has gained 67.31% in the past year. It has overperformed other stocks in the financial sector by 54 percentage points.

Are financial stocks a good buy now?

35.19% of financial stocks rated by analysts are a buy right now. On average, analysts expect financial stocks to rise by 12.65% over the next year.

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

The average P/E ratio of the financial services sector is 18.48x.
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.