Sector research
Financial Services company research
Pro Investor Academy holds research on 46 financial services companies. Free Quality and Fundamental Momentum readings are shown for each, with the full research page one click away.
What research is available for financial services companies?
Quality and Fundamental Momentum readings are free for every covered company in this sector, alongside Capital Returns and stored valuation context on each company page. Pro Investor Score, Company Ranking, Long-Term Potential and Risk Intelligence are part of Investor membership.
Research data through Oct 28, 2026. Research is updated periodically, not in real time.
Industries in this sector
- Asset Management (11)
- Capital Markets (5)
- Credit Services (5)
- Banks - Regional (5)
- Insurance - Life (4)
- Insurance Brokers (4)
- Financial Data & Stock Exchanges (4)
- Insurance - Diversified (3)
- Insurance - Property & Casualty (3)
- Insurance - Specialty (1)
- Insurance - Reinsurance (1)
Company research
| Company | Sector | Quality | Momentum | Research through |
|---|---|---|---|---|
| FDSFactset Research Systems Inc | Financial Services | 77 | 59 | 2026-10-28 |
| GECCGreat Elm Capital Corp | Financial Services | 71 | 35 | 2026-10-28 |
| EZPWEzcorp Inc | Financial Services | 65 | 64 | 2026-10-28 |
| DFINDonnelley Financial Solutions Inc | Financial Services | 63 | 63 | 2026-10-28 |
| FCFSFirstcash Holdings Inc | Financial Services | 63 | 58 | 2026-10-28 |
| CARECarter Bankshares Inc | Financial Services | 60 | 86 | 2026-10-28 |
| HGBLHeritage Global Inc | Financial Services | 59 | 31 | 2026-10-28 |
| GOLDGoldcom Inc | Financial Services | 43 | — | 2026-10-28 |
| APLDApplied Digital Corp | Financial Services | 29 | — | 2026-10-28 |
| GEGGreat Elm Group Inc | Financial Services | 28 | — | 2026-10-28 |
| ACGLArch Capital Group Ltd | Financial Services | — | — | 2026-10-28 |
| AFLAflac Inc | Financial Services | — | — | 2026-10-28 |
| AIZAssurant Inc | Financial Services | — | — | 2026-10-28 |
| AJGArthur J Gallagher & Co | Financial Services | — | — | 2026-10-28 |
| ALLAllstate Corp | Financial Services | — | — | 2026-10-28 |
| AMGAffiliated Managers Group Inc | Financial Services | — | — | 2026-10-28 |
| AMPAmeriprise Financial Inc | Financial Services | — | — | 2026-10-28 |
| AONAon Plc | Financial Services | — | — | 2026-10-28 |
| APOApollo Global Management Inc | Financial Services | — | — | 2026-10-28 |
| ARESAres Management Corp | Financial Services | — | — | 2026-10-28 |
| AXPAmerican Express Co | Financial Services | — | — | 2026-10-28 |
| BENFranklin Resources Inc | Financial Services | — | — | 2026-10-28 |
| BFHBread Financial Holdings Inc | Financial Services | — | — | 2026-10-28 |
| BHFBrighthouse Financial Inc | Financial Services | — | — | 2026-10-28 |
| BLKBlackrock Inc | Financial Services | — | — | 2026-10-28 |
| BNYBank of New York Mellon Corp | Financial Services | — | — | 2026-10-28 |
| BRK.BBerkshire Hathaway Inc | Financial Services | — | — | 2026-10-28 |
| BROBrown & Brown Inc | Financial Services | — | — | 2026-10-28 |
| BXBlackstone Inc | Financial Services | — | — | 2026-10-28 |
| CBChubb Ltd | Financial Services | — | — | 2026-10-28 |
| CBOECboe Global Markets Inc | Financial Services | — | — | 2026-10-28 |
| CFGCitizens Financial Group Inc | Financial Services | — | — | 2026-10-28 |
| CINFCincinnati Financial Corp | Financial Services | — | — | 2026-10-28 |
| CMECme Group Inc | Financial Services | — | — | 2026-10-28 |
| COFCapital One Financial Corp | Financial Services | — | — | 2026-10-28 |
| COINCoinbase Global Inc | Financial Services | — | — | 2026-10-28 |
| EGEverest Group Ltd | Financial Services | — | — | 2026-10-28 |
| ERIEErie Indemnity Co | Financial Services | — | — | 2026-10-28 |
| FHIFederated Hermes Inc | Financial Services | — | — | 2026-10-28 |
| FHNFirst Horizon Corp | Financial Services | — | — | 2026-10-28 |
| FITBFifth Third Bancorp | Financial Services | — | — | 2026-10-28 |
| GLGlobe Life Inc | Financial Services | — | — | 2026-10-28 |
| GNWGenworth Financial Inc | Financial Services | — | — | 2026-10-28 |
| GSGoldman Sachs Group Inc | Financial Services | — | — | 2026-10-28 |
| HBANHuntington Bancshares Inc | Financial Services | — | — | 2026-10-28 |
| HIGHartford Insurance Group Inc | Financial Services | — | — | 2026-10-28 |
Sources and methodology
Sector and industry classifications come from stored security reference data. Research readings come from stored snapshots and are periodic, not real time.
- EDGAR full-text and structured filing data — U.S. Securities and Exchange CommissionPrimary source
- Official listed-symbol directory — Nasdaq TraderPrimary source
- Intelligent Accumulation methodology — Pro Investor AcademyPrimary source
