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Financial Services Sector

Financial services covers commercial and investment banks, insurers, asset managers, payment networks, and exchanges. It is the second-largest sector by weight in the US market, home to names like JPMorgan, Bank of America, Visa, and Berkshire Hathaway. Performance is tightly linked to interest rates, lending margins, credit growth, and the health of the broader economy, and it is one of the highest dividend-paying sectors. On this page we rank the best US financial stocks by the EL7 Score and compare them across value, growth, quality, safety, and capital-return factors.

EL7 Score

64Balanced

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P/E 12.4 vs period average 12.4 Near its historical average

Total stocks1129

Total Market Cap$15.5T

Median P/E12.4x

Median Net Margin22.3%

Value

Growth

AI Sector Summary

2026-08-06

The financial services sector ranks eighth with a score of 64.44, demonstrating clear strength in quality (74.43) and momentum (71.49) against a notable weakness in safety levels (28.94). The median P/E ratio of 12.43 reflects a moderate valuation for the sector, which enjoys positive sentiment and stable growth, with HG and AEF emerging as the top-ranked stocks in terms of performance and valuation.

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Best Stocks in Financial Services

Ranked among 348 stocks with a market cap above $2B. Smaller companies are excluded from the ranking.

Rank	Company	Price	Change	P/E	Fwd P/E	Value	Growth	Quality	Safety	Capital Return	EL7 Score
1/348	HGHamilton Insurance	$36.22	+1.9%	2.7	8.1	92	92	94	62	73	99
2/348	VCXFundrise Growth Tech	$34.40	+4.5%	4.2	—	55	99	96	93	33	99
3/348	SLDESlide Insurance	$21.32	-0.1%	5.0	6.2	90	93	97	64	82	98
4/348	ALLThe Allstate	$268.25	-2.5%	5.5	10.6	87	72	97	61	52	97
5/348	BFHBread Financial	$108.68	-1.2%	8.6	9.4	91	41	78	52	72	97
6/348	RVTRoyce Value Trust	$18.83	+1.5%	8.5	—	58	87	61	98	55	96
7/348	EXGEaton Vance	$9.99	+0.5%	7.3	—	68	76	68	95	75	96
8/348	BAPCredicorp	$386.65	-1.5%	15.2	3.8	63	49	83	51	93	95
9/348	VCTRVictory Capital	$108.32	+1.4%	14.5	14.6	50	84	82	74	53	95
10/348	MCYMercury General	$109.10	+1.5%	6.3	9.1	90	83	96	61	20	94

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

Industries in Financial Services

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%	$5B	0.35%	159
IYFiShares U.S. Financials ETF	99.0%	$4B	0.38%	142
XLFState Street Financial Select Sector SPDR ETF	98.2%	$59B	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.

Best Stocks in Financial Services

Industries in Financial Services

Sector performance via XLF