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 5 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
1/5	PIPRPiper Sandler	$65.30	+0.5%	14.4	11.9	85	93	92	77	77	100
2/5	PJTPJT Partners	$142.88	-0.0%	16.8	16.8	46	86	100	62	31	77
3/5	BNYBank of New York	$147.58	+0.3%	16.3	14.7	62	14	67	38	54	62
4/5	HLIHoulihan Lokey	$132.35	+0.9%	22.2	16.7	31	50	83	69	46	46
5/5	IBKRInteractive Brokers	$82.25	+2.1%	31.6	26.6	15	71	25	46	38	38

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

EL7 Score

58Weak

107 of 152

P/E 16.6 vs period average 24.3 Cheaper than its history

Total stocks8

Total Market Cap$259B

Median P/E16.6x

Median Net Margin15.3%

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%	167
IYFiShares U.S. Financials ETF	99.0%	$4B	0.37%	143
XLFState Street Financial Select Sector SPDR ETF	98.2%	$52B	0.08%	76
VFHVanguard Financials ETF	96.8%	$14B	0.09%	404

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