Investment - Banking & Investment Services Industry

Investment - Banking & Investment Services industry analysis: EL7 Score and the best stocks ranked by value, profitability, and momentum.

Best Stocks in Investment - Banking & Investment Services

Ranked among 6 stocks with a market cap above $500M. Smaller companies are excluded from the ranking.

Rank	Company	Price	Change	P/E	Fwd P/E	Value	Growth	Quality	Safety	Capital Return	EL7 Score
1/6	PIPRPiper Sandler	$76.43	+0.4%	17.6	14.7	56	94	94	72	67	100
2/6	PJTPJT Partners	$163.21	-5.0%	21.4	20.6	39	89	100	61	56	94
3/6	SFStifel Financial	$79.76	+0.1%	13.5	12.0	83	67	71	28	89	89
4/6	IBKRInteractive Brokers	$91.37	+2.2%	36.3	30.1	11	100	88	22	11	78
5/6	BNYBank of New York	$162.66	+0.0%	18.9	16.4	44	28	53	6	78	67
6/6	HLIHoulihan Lokey	$136.61	+0.5%	22.8	17.7	28	56	82	67	50	56

Score = market-cap-weighted percentile rank of the sector stocks vs the whole market (0-100). Higher = stronger.

EL7 Score

67Balanced

55 of 151

P/E 18.9 vs period average 25.9 Cheaper than its history

Total stocks10

Total Market Cap$297B

Median P/E18.9x

Median Net Margin14.5%

Value

Growth

Quality

Safety

Capital Return

Momentum

Sentiment

Score = market-cap-weighted percentile rank of the sector stocks vs the whole market (0-100). Higher = stronger.

ETFs with exposure to this sector

Funds that track the sector and each fund's exposure to it.

Fund	Exposure	Assets	Expense	Holdings
KREState Street SPDR S&P Regional Banking ETF	100.0%	$4B	0.35%	158
IYFiShares U.S. Financials ETF	99.0%	$4B	0.37%	141
XLFState Street Financial Select Sector SPDR ETF	98.1%	$54B	0.08%	76
VFHVanguard Financials ETF	96.8%	$15B	0.09%	404

The percentage is the sector's share of the fund's assets, per the latest available data.