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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
QCRH
QCR HOLDINGS INC
$922.94M13.60%1.40%N/A1.50%8.63N/A100.00%33.70%37.56%
SYF
SYNCHRONY FINANCIAL
$17.66B20.50%2.50%N/A3.40%6.93N/A100.00%33.30%43.61%
ABCB
AMERIS BANCORP
$3.28B8.10%1.00%N/A1.40%6.36N/A100.00%28.80%38.17%
ALLY
ALLY FINANCIAL INC
$11.66B6.80%0.50%N/A0.50%13.27N/A94.90%11.10%11.82%
UNM
UNUM GROUP
$9.71B13.60%2.10%N/A2.80%5.55N/A41.40%10.40%14.81%
FRHC
FREEDOM HOLDING CORP
$4.06B37.80%5.10%N/A10.50%6.19N/A91.30%24.00%60.35%
MAIN
MAIN STREET CAPITAL CORP
$4.22B18.50%9.70%N/A8.80%0.79N/A100.00%85.60%110.65%
TRV
TRAVELERS COMPANIES INC
$48.58B13.70%2.50%N/A3.30%4.09N/A37.30%7.30%9.79%
WSFS
WSFS FINANCIAL CORP
$2.58B11.50%1.30%N/A1.90%7.32N/A100.00%29.00%39.42%
VINP
VINCI PARTNERS INVESTMENTS LTD
$575.97M16.30%11.90%15.75%17.80%0.678.31100.00%48.50%71.54%
UBFO
UNITED SECURITY BANCSHARES
$122.86M17.00%1.60%N/A2.10%8.88N/A100.00%37.10%51.42%
INDB
INDEPENDENT BANK CORP
$2.13B8.40%1.20%N/A1.70%5.68N/A100.00%33.80%44.52%
CIVB
CIVISTA BANCSHARES INC
$224.01M12.30%1.20%N/A1.30%9.38N/A100.00%27.20%31.99%
WD
WALKER & DUNLOP INC
$3.07B6.30%2.40%N/A4.50%1.34N/A100.00%10.20%20.00%
CFR
CULLEN/FROST BANKERS INC
$6.70B16.00%1.10%N/A1.50%12.61N/A100.00%28.40%34.31%
BKU
BANKUNITED INC
$2.00B6.80%0.50%N/A0.60%12.30N/A100.00%19.90%26.57%
FITB
FIFTH THIRD BANCORP
$24.84B12.30%1.00%N/A1.40%10.19N/A100.00%27.00%36.47%
NTRS
NORTHERN TRUST CORP
$16.86B8.00%0.60%N/A1.00%11.90N/A100.00%14.20%19.65%
TROW
PRICE T ROWE GROUP INC
$24.47B20.50%15.40%N/A35.20%0.22N/A54.60%29.10%38.96%
BAC
BANK OF AMERICA CORP
$289.43B8.10%0.70%N/A0.90%10.15N/A100.00%23.80%27.02%
FDS
FACTSET RESEARCH SYSTEMS INC
$15.89B28.80%12.30%19.24%33.20%1.221.7953.00%22.70%31.55%
STBA
S&T BANCORP INC
$1.15B11.70%1.50%N/A1.90%6.44N/A100.00%37.20%45.95%
OCSL
OAKTREE SPECIALTY LENDING CORP
$1.56B6.80%3.10%N/A4.80%1.16N/A80.50%25.90%58.66%
KNSL
KINSALE CAPITAL GROUP INC
$8.46B34.70%9.70%N/A12.00%2.44N/A51.40%26.30%33.10%
GECC
GREAT ELM CAPITAL CORP
$95.94M26.70%9.00%N/A8.70%1.50N/A81.40%70.70%103.49%
NWG
NATWEST GROUP PLC
$34.62B10.40%0.50%N/A0.70%17.43N/A100.00%26.40%36.89%
AJG
ARTHUR J GALLAGHER & CO
$50.88B9.40%1.90%7.23%13.50%3.791.0383.20%9.60%14.75%
BCAL
SOUTHERN CALIFORNIA BANCORP
$257.86M9.40%1.10%N/A1.60%7.19N/A100.00%26.80%38.15%
PLBC
PLUMAS BANCORP
$207.25M22.70%1.90%N/A2.60%9.93N/A100.00%38.30%51.72%
BRK.B
BERKSHIRE HATHAWAY INC
$857.91B18.10%9.30%N/A12.30%0.89N/A34.10%21.90%28.28%
KEY
KEYCORP
$13.53B5.90%0.40%N/A0.50%11.86N/A100.00%14.00%19.73%
WT
WISDOMTREE INC
$1.35B24.80%10.70%15.96%37.20%0.982.23100.00%29.40%38.46%
IBOC
INTERNATIONAL BANCSHARES CORP
$3.46B18.30%2.70%N/A3.60%5.16N/A100.00%51.50%65.53%
BLK
BLACKROCK INC
$112.40B14.30%4.50%N/A8.10%2.08N/A81.10%30.80%40.72%
WHG
WESTWOOD HOLDINGS GROUP INC
$112.74M9.10%7.20%9.85%25.20%0.273.87100.00%11.80%14.97%
ACGL
ARCH CAPITAL GROUP LTD
$35.00B28.30%8.00%N/A6.60%2.21N/A54.20%32.30%27.16%
HOMB
HOME BANCSHARES INC
$4.76B10.70%1.80%N/A2.40%4.98N/A100.00%39.90%51.98%
AXP
AMERICAN EXPRESS CO
$168.34B32.50%3.50%N/A4.40%8.36N/A100.00%15.80%20.20%
CZWI
CITIZENS COMMUNITY BANCORP INC
$115.03M7.80%0.70%N/A1.00%9.68N/A100.00%22.10%32.05%
VOYA
VOYA FINANCIAL INC
$6.93B15.70%0.40%N/A0.60%36.02N/A58.70%8.00%11.87%
RF
REGIONS FINANCIAL CORP
$17.71B11.80%1.30%N/A1.70%7.73N/A100.00%28.10%35.73%
HTBK
HERITAGE COMMERCE CORP
$485.69M9.80%1.20%N/A1.90%6.72N/A100.00%33.70%47.22%
GL
GLOBE LIFE INC
$7.14B22.90%3.60%N/A4.60%5.25N/A47.40%17.80%23.80%
CMA
COMERICA INC
$6.65B11.60%0.80%N/A1.00%12.13N/A100.00%20.20%27.23%
SMMF
SUMMIT FINANCIAL GROUP INC
$388.68M13.30%1.20%N/A1.50%9.53N/A100.00%32.90%42.62%
AFL
AFLAC INC
$48.27B22.00%3.60%N/A4.10%4.76N/A56.10%24.90%29.18%
MSCI
MSCI INC
$36.90B-128.40%22.60%38.34%35.20%-9.421.0082.20%44.60%60.22%
EFSC
ENTERPRISE FINANCIAL SERVICES CORP
$1.43B10.50%1.20%N/A1.60%7.44N/A100.00%29.80%38.51%
HLI
HOULIHAN LOKEY INC
$8.81B15.60%9.10%N/A25.00%0.67N/A100.00%14.10%19.19%
AGM
FEDERAL AGRICULTURAL MORTGAGE CORP
$2.02B12.70%0.60%N/A0.50%19.91N/A100.00%49.40%72.27%
FBK
FB FINANCIAL CORP
$1.72B8.60%0.90%N/A1.30%7.66N/A100.00%25.30%31.62%
UBS
UBS GROUP AG
$92.96B39.00%3.30%N/A2.80%5.52N/A100.00%68.20%70.34%
FCAP
FIRST CAPITAL INC
$92.23M13.40%1.10%N/A1.30%10.00N/A100.00%31.10%36.61%
FFBC
FIRST FINANCIAL BANCORP
$2.10B11.80%1.50%N/A1.90%6.73N/A95.90%32.10%39.97%
VEL
VELOCITY FINANCIAL INC
$565.35M12.60%1.30%N/A0.90%9.15N/A100.00%30.00%41.40%
EVBN
EVANS BANCORP INC
$140.96M15.20%1.10%N/A1.50%10.83N/A100.00%26.10%36.90%
BOTJ
BANK OF THE JAMES FINANCIAL GROUP INC
$46.25M16.20%0.90%N/A1.20%15.15N/A100.00%20.30%24.02%
MSBI
MIDLAND STATES BANCORP INC
$470.94M8.60%0.80%N/A1.30%8.94N/A100.00%23.60%38.22%
JPM
JPMORGAN CHASE & CO
$552.28B15.20%1.20%N/A1.50%10.82N/A100.00%30.20%37.84%
HUIZ
HUIZE HOLDING LTD
$30.93M18.50%7.10%20.38%20.80%3.301.0437.40%5.90%5.87%
HSBC
HSBC HOLDINGS PLC
$167.89B12.00%0.70%N/A1.00%15.36N/A100.00%34.00%44.39%
LOB
LIVE OAK BANCSHARES INC
$1.45B8.70%0.70%N/A0.80%11.49N/A100.00%18.20%20.42%
RAND
RAND CAPITAL CORP
$36.39M10.70%8.50%N/A9.70%0.33N/A74.60%88.90%112.12%
LARK
LANDMARK BANCORP INC
$98.44M10.40%0.80%N/A0.90%11.31N/A100.00%21.80%25.26%
FINV
FINVOLUTION GROUP
$1.27B17.80%10.80%N/A19.30%0.54N/A83.20%18.70%21.80%
FSBW
FS BANCORP INC
$243.31M14.30%1.20%N/A1.50%10.24N/A100.00%25.90%32.57%
PBFS
PIONEER BANCORP INC
$230.03M6.30%0.90%N/A1.30%5.53N/A100.00%21.90%27.70%
ESQ
ESQUIRE FINANCIAL HOLDINGS INC
$389.74M22.40%2.70%N/A4.10%7.14N/A100.00%37.60%51.27%
BFST
BUSINESS FIRST BANCSHARES INC
$511.95M10.70%1.00%N/A1.30%9.22N/A100.00%26.50%36.63%
CCB
COASTAL FINANCIAL CORP
$517.64M16.10%1.20%N/A1.60%11.72N/A100.00%17.00%21.81%
OFG
OFG BANCORP
$1.70B16.20%1.70%N/A2.70%8.51N/A100.00%28.90%42.20%
MKTX
MARKETAXESS HOLDINGS INC
$7.58B21.60%14.70%N/A30.20%0.56N/A100.00%34.30%44.47%
RIOT
RIOT PLATFORMS INC
$2.56B-3.60%-3.20%-3.25%-6.30%0.098.3331.00%-17.60%-22.37%
GLRE
GREENLIGHT CAPITAL RE LTD
$428.58M15.50%5.10%N/A8.30%1.91N/A46.00%13.00%13.83%
SIEB
SIEBERT FINANCIAL CORP
$81.97M9.70%0.70%11.88%-4.90%9.921.0849.80%9.00%14.29%
STT
STATE STREET CORP
$21.89B7.60%0.60%N/A1.00%11.49N/A100.00%15.20%18.36%
MS
MORGAN STANLEY
$148.55B8.50%0.70%N/A0.90%11.04N/A100.00%15.80%21.55%
PNFP
PINNACLE FINANCIAL PARTNERS INC
$5.90B9.30%1.20%N/A1.60%6.95N/A100.00%34.10%44.58%
CBAN
COLONY BANKCORP INC
$190.86M9.00%0.70%N/A0.90%10.98N/A100.00%19.70%24.68%
ESSA
ESSA BANCORP INC
$164.13M8.20%0.80%N/A0.90%9.08N/A100.00%26.30%32.74%
CIB
BANCOLOMBIA SA
$7.87B15.90%1.80%N/A2.40%7.98N/A100.00%29.00%38.17%
FINW
FINWISE BANCORP
$136.01M11.70%3.40%N/A5.80%2.78N/A100.00%27.30%37.21%
IREN
IRIS ENERGY LTD
$357.70M-6.30%-4.90%-4.65%-5.60%0.093.3853.90%-16.30%-14.23%
AIG
AMERICAN INTERNATIONAL GROUP INC
$51.28B8.40%0.70%N/A0.90%10.76N/A37.70%7.70%10.17%
VBTX
VERITEX HOLDINGS INC
$1.06B7.20%0.90%N/A1.20%7.09N/A100.00%28.70%38.20%
AX
AXOS FINANCIAL INC
$2.88B21.20%2.00%N/A3.10%9.31N/A100.00%39.50%55.48%
WTFC
WINTRUST FINANCIAL CORP
$5.94B11.60%1.10%N/A1.50%9.42N/A100.00%27.60%39.17%
BANF
BANCFIRST CORP
$2.94B15.60%1.70%N/A2.80%7.63N/A100.00%35.30%44.81%
PEBO
PEOPLES BANCORP INC
$1.03B11.70%1.30%N/A1.70%7.69N/A100.00%27.50%35.26%
STEL
STELLAR BANCORP INC
$1.19B8.00%1.10%N/A1.50%6.01N/A100.00%27.30%33.80%
HBCP
HOME BANCORP INC
$285.23M11.50%1.20%N/A1.50%8.04N/A100.00%30.30%37.71%
ECBK
ECB BANCORP INC
$107.23M2.70%0.40%N/A0.40%6.76N/A100.00%17.80%23.90%
BCSF
BAIN CAPITAL SPECIALTY FINANCE INC
$1.07B10.90%4.80%N/A5.40%1.18N/A79.30%41.40%69.42%
SYBT
STOCK YARDS BANCORP INC
$1.31B13.20%1.40%N/A1.80%8.52N/A100.00%33.10%42.34%
UCBI
UNITED COMMUNITY BANKS INC
$3.00B5.70%0.70%N/A0.90%7.37N/A100.00%22.50%28.10%
ERIE
ERIE INDEMNITY CO
$17.68B29.60%19.90%33.37%37.90%0.481.3016.10%14.30%17.96%
BCBP
BCB BANCORP INC
$159.74M9.50%0.80%N/A1.00%11.20N/A100.00%28.20%40.62%
PPBI
PACIFIC PREMIER BANCORP INC
$2.07B0.50%0.10%N/A0.10%5.48N/A100.00%3.60%3.09%
GBDC
GOLUB CAPITAL BDC INC
$2.96B12.20%5.40%N/A5.40%1.22N/A77.00%48.90%74.29%
MRX
MAREX GROUP PLC
N/AN/AN/A10.60%N/A21.881.07100.00%10.30%14.70%

Financial Industries

IndustryStocks1d %1w %1m %1y %Zen ScoreP/E ratioP/B RatioROEROAROCEUpside/DownsideConsensus
102-1.32%-1.93%-4.53%-4.84%30.52x2.29x+18.94%+3.30%+0.56%+10.69%Buy
18-0.88%-1.35%-3.05%+19.69%13.37x1.11x+11.96%+0.93%N/A+19.53%Buy
344-1.21%-1.72%-2.86%+16.08%-10.08x0.97x+11.77%+1.16%-0.00%+16.46%Buy
61-1.51%-1.31%-0.79%+17.07%18.71x1.84x+10.50%+1.72%+0.39%+9.12%Buy
60-1.80%-2.35%-3.24%+15.45%27.58x4.87x+80.34%+17.05%+29.85%+10.69%Buy
3+4.05%+17.80%+9.80%+15.29%8.06x1.87x+4.01%-0.84%-1.48%+7.07%Strong Buy
11-1.50%-2.12%-8.42%+17.65%80.24x4.43x+5.73%+5.96%+11.69%+14.33%Buy
19+0.08%-3.19%-7.40%+13.64%29.74x6.69x-132.57%+6.86%+17.10%+13.31%Buy
14-0.66%-1.76%-5.17%+21.17%9.54x1.52x+18.25%+8.18%+0.02%+17.57%Strong Buy
20-0.98%-1.06%-6.96%+34.38%16.09x1.37x+10.78%+1.27%+0.02%+14.50%Buy
37+0.40%-1.78%-4.25%+19.08%4.20x2.18x+15.12%+3.51%+0.01%+4.62%Buy
9-1.00%-0.90%-6.32%+5.83%7.20x1.15x+21.50%+3.83%N/A+14.17%Buy
21-1.08%-2.70%-5.93%+12.52%27.67x1.51x+10.45%+3.91%+0.95%+16.11%Buy
15-1.99%-3.48%-5.23%+9.76%-51.18x0.37x-1.64%+0.49%N/A+18.37%Buy

Financial Stocks FAQ

What are the best financial stocks to buy right now in May 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 82.92% over the past year, overperforming other financial stocks by 69 percentage points.

Marathon Digital Holdings has an average 1 year price target of $27.13, an upside of 68.9% from Marathon Digital Holdings's current stock price of $16.06.

Marathon Digital Holdings stock has a consensus Hold recommendation according to Wall Street analysts. Of the 4 analysts covering Marathon Digital Holdings, 25% have issued a Strong Buy rating, 25% have issued a Buy, 25% have issued a Hold, while 0% have issued a Sell rating, and 25% have issued a Strong Sell.

2. Noah Holdings (NYSE:NOAH)


Noah Holdings (NYSE:NOAH) is the second best financial stock with a Zen Score of 65, which is 33 points higher than the financial sector average of 32. It passed 24 out of 38 due diligence checks and has strong fundamentals. Noah Holdings has seen its stock lose -19.53% over the past year, underperforming other financial stocks by -34 percentage points.

Noah Holdings has an average 1 year price target of $18.00, an upside of 43.2% from Noah Holdings's current stock price of $12.57.

Noah Holdings stock has a consensus Strong Buy recommendation according to Wall Street analysts. Of the 1 analyst covering Noah Holdings, 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.

3. Heritage Global (NASDAQ:HGBL)


Heritage Global (NASDAQ:HGBL) is the third 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 -13.99% over the past year, underperforming other financial stocks by -28 percentage points.

What are the financial stocks with highest dividends?

Out of 468 financial stocks that have issued dividends in the past year, the 3 financial stocks with the highest dividend yields are:

1. 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 4.33%. 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.

2. 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 4.33%.

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

3. Mbia (NYSE:MBI)


Mbia (NYSE:MBI) has an annual dividend yield of 127.19%, which is 123 percentage points higher than the financial sector average of 4.33%. Mbia's dividend payout is stable, having never dropped by more than 10% in the last 10 years. Mbia's dividend has not shown consistent growth over the last 10 years.

Mbia's dividend payout ratio of -78.6% indicates that its high dividend yield might not be sustainable for the long-term.

Why are financial stocks down?

Financial stocks were down -0.94% in the last day, and down -1.8% over the last week. Top Kingwin was the among the top losers in the financial services sector, dropping -17.83% yesterday.

Shares of stocks within the broader financial sector are trading lower following earlier economic data. Also, the sector may be moving ahead of the upcoming Fed decision.

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

First Us Bancshares's stock has gained 47.93% in the past year. It has overperformed other stocks in the financial sector by 34 percentage points.

2. International General Insurance Holdings (NASDAQ:IGIC)


International General Insurance Holdings (NASDAQ:IGIC) is the second most undervalued financial stock based on WallStreetZen's Valuation Score. International General Insurance Holdings has a valuation score of 100, which is 59 points higher than the financial sector average of 41. It passed 7 out of 7 valuation due diligence checks.

International General Insurance Holdings's stock has gained 57.3% in the past year. It has overperformed other stocks in the financial sector by 43 percentage points.

3. Southern Missouri Bancorp (NASDAQ:SMBC)


Southern Missouri Bancorp (NASDAQ:SMBC) is the third most undervalued financial stock based on WallStreetZen's Valuation Score. Southern Missouri Bancorp has a valuation score of 100, which is 59 points higher than the financial sector average of 41. It passed 7 out of 7 valuation due diligence checks.

Southern Missouri Bancorp's stock has gained 14.21% in the past year. It has performed in line with other stocks in the financial sector.

Are financial stocks a good buy now?

36.99% of financial stocks rated by analysts are a buy right now. On average, analysts expect financial stocks to rise by 12.6% 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 17.69x.
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.