ValueScreener

Financial Services stocks

675 US Financial Services companies with filed annual reports. The largest 50 are below with the ratios the screener prints; every company is one link away, by industry or by name.

Industries

Also in this sector, too small for a page of their own: Asset Management - Cryptocurrency (1), Blank Checks (1), Commodity Contracts Brokers & Dealers (1), Financial - Diversified (1), Fire, Marine & Casualty Insurance (2), Personal Credit Institutions (1).

Medians across Financial Services companies

Price to earnings
13.79x of 540
Price to book
1.31x of 602
Enterprise value to EBIT
18.26x of 27
Free cash flow yield
5.2% of 86
Return on invested capital, after tax
11.1% of 28
Debt to equity
0.64 of 73
Dividend yield
2.5% of 442

The largest 50

Financial Services: the largest companies by market value, with their filed ratios
CompanyMarket capP/EP/BEV/EBITFCF yldROICD/EDiv yld
Berkshire Hathaway Inc. BRK-B1.13T16.82x1.57xn/mn/mn/mn/an/a
JPMorgan Chase & Co. JPM891.90B16.73x2.57xn/mn/mn/mn/m1.8%
Visa Inc. V746.40B37.21x19.69x31.48x2.9%42.5%0.690.7%
Mastercard Incorporated MA539.90B37.26x72.17x30.04x3.1%89.5%2.560.6%
Bank of America Corporation BAC361.50B13.39x1.31xn/mn/mn/mn/m2.2%
HSBC Holdings plc HSBC327.30B14.15x1.65xn/mn/mn/mn/m4.1%
Morgan Stanley MS287.20B17.65x2.60xn/mn/mn/mn/a2.3%
Royal Bank of Canada RY272.70B19.01x2.78xn/mn/mn/mn/mn/a
The Goldman Sachs Group, Inc. GS259.50B17.16x2.27xn/mn/mn/mn/a2.0%
Wells Fargo & Company WFC250.20B13.05x1.48xn/mn/mn/mn/m2.2%
Mitsubishi UFJ Financial Group, Inc. MUFG246.10B22.49x1.99xn/mn/mn/mn/mn/a
American Express Company AXP212.00B20.37x6.53xn/a7.3%n/a1.761.2%
Citigroup Inc. C206.60B17.33x1.09xn/mn/mn/mn/m2.0%
The Toronto-Dominion Bank TD202.40B13.98x2.25xn/mn/mn/mn/m2.7%
Banco Santander, S.A. SAN197.60B12.50x1.71xn/mn/mn/mn/m1.9%
BlackRock, Inc. BLK173.60B31.28x3.23xn/m2.0%n/mn/a2.0%
The Charles Schwab Corporation SCHW162.80B20.16x3.45xn/mn/mn/mn/a1.3%
Interactive Brokers Group, Inc. IBKR151.20B38.58x28.19xn/mn/mn/mn/a0.4%
UBS Group AG UBS146.30B18.76x1.62xn/mn/mn/mn/mn/a
Banco Bilbao Vizcaya Argentaria, S.A. BBVA144.30B12.24x2.24xn/mn/mn/mn/m3.3%
Chubb Limited CB136.10B13.61x1.92xn/mn/mn/m0.251.1%
Blackstone Inc. BX125.80B28.23x9.84xn/m5.3%n/mn/a7.0%
S&P Global Inc. SPGI125.20B28.96x4.16x21.85x4.2%11.6%0.440.9%
Mizuho Financial Group, Inc. MFG124.40B16.98x1.81xn/mn/mn/mn/m1.9%
The Progressive Corporation PGR124.20B11.08x4.15xn/mn/mn/mn/a0.2%
Capital One Financial Corporation COF122.00B49.34x0.95xn/a24.3%n/a0.461.6%
HDFC Bank Limited HDB120.70B16.97x1.49xn/mn/mn/mn/mn/a
Bank of Montreal BMO115.40B18.81x1.86xn/mn/mn/mn/m3.1%
The Bank of Nova Scotia BNS111.10B20.24x1.81xn/mn/mn/mn/m3.7%
Itaú Unibanco Holding S.A. ITUB104.70B12.99x2.53xn/mn/mn/mn/mn/a
CME Group Inc. CME104.10B25.89x3.63xn/a4.0%n/an/a1.8%
Canadian Imperial Bank of Commerce CM101.90B17.16x2.26xn/mn/mn/mn/mn/a
Sumitomo Mitsui Financial Group, Inc. SMFG95.93B31.72x0.93xn/mn/mn/mn/mn/a
ING Groep N.V. ING94.02B10.07x1.55xn/mn/mn/mn/mn/a
Robinhood Markets, Inc. HOOD93.50B49.05x10.45xn/mn/mn/mn/an/a
U.S. Bancorp USB89.42B12.42x1.37xn/mn/mn/mn/m3.7%
Marsh & McLennan Companies, Inc. MRSH89.02B22.00x6.10x17.82x5.4%14.1%1.422.0%
Intercontinental Exchange, Inc. ICE88.93B27.36x3.15x22.64x4.7%7.7%0.741.3%
The PNC Financial Services Group, Inc. PNC85.75B12.95x1.40xn/mn/mn/mn/m3.4%
Moody's Corporation MCO83.78B35.23x21.46x27.45x3.0%29.2%1.810.8%
Brookfield Corporation BN82.17B62.87xn/an/m-4.6%n/mn/an/a
The Travelers Companies, Inc. TRV80.07B13.79x2.66xn/mn/mn/mn/a1.2%
Lloyds Banking Group plc LYG79.31B12.83x1.25xn/mn/mn/mn/mn/a
KKR & Co. Inc. KKR78.66B33.18x2.55xn/mn/an/mn/a0.9%
Barclays PLC BCS77.30B8.12x0.75xn/mn/mn/mn/mn/a
Brookfield Asset Management Ltd. BAM73.44B30.63xn/an/mn/mn/mn/a3.8%
Manulife Financial Corporation MFC72.77B18.54x2.06xn/mn/mn/mn/an/a
Nu Holdings Ltd. NU71.16B36.08x9.31xn/mn/mn/mn/mn/a
Apollo Global Management, Inc. APO66.06B20.05x2.85xn/mn/an/mn/a1.9%
Arthur J. Gallagher & Co. AJG64.11B42.90x2.75x30.30x2.8%5.7%0.571.1%

Largest published market value first. No ratio orders this list, and a company whose market value is not published is listed last.

Every other Financial Services company outside an industry page

Prices as of 2026-10-15. Ratios recomputed from the filings 2026-10-15. Every ratio passes the same applicability gate as the screener and the research page, with the latest filed fiscal year's statements. A list is not a recommendation: see the limits of what this tool can tell you.

Once a week, what changed in the filings of US-listed companies, why it can matter to a thesis, and what deserves a closer review. Grounded in filings, not market noise.

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