What are the best financial services stocks to buy?

Based on AI conviction analysis, the top financial services stocks are AIZ, NTRS, AIG. Each stock is scored on quality, fair value, and risk-reward asymmetry.

How many financial services stocks does Convex analyze?

Convex currently analyzes 85 financial services stocks using an 8-step conviction framework with fair value estimates, quality grades, and scenario modeling.

How are financial services stocks rated?

Each stock receives a conviction score (1-10), quality grade (A-F), and rating (Strong Buy to Avoid) based on fundamental analysis including DCF valuation, earnings quality, and risk-reward asymmetry.

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Financial Services Stocks: Analysis & Rankings

85 financial services stocks analyzed with fair value and conviction scores.

Industry Breakdown

85 stocks

Ticker	Company	Rating	Conviction	Fair Value	Upside	Quality	Industry
AIZ	Assurant, Inc.	Score A	10/10	$235	-15.8%	A	Insurance - Property & Casualty	View
NTRS	Northern Trust Corporation	Score A+	10/10	$494	+169.1%	A	Asset Management	View
AIG	American International Group, Inc.	Score A	10/10	$77	-2.7%	B	Insurance - Diversified	View
AFL	Aflac Incorporated	Score A	10/10	$112	-8.4%	A	Insurance - Life	View
AMP	Ameriprise Financial, Inc.	Score A+	10/10	$1,014	+100.0%	A	Asset Management	View
AJG	Arthur J. Gallagher & Co.	Score A+	10/10	$305	+20.5%	A	Insurance Brokers	View
AON	Aon plc	Score A	10/10	$287	-19.5%	A	Insurance Brokers	View
SPGI	S&P Global Inc.	Score A+	10/10	$721	+67.5%	A	Financial Data & Stock Exchanges	View
PYPL	PayPal Holdings, Inc.	Score A+	10/10	$81	+75.3%	A	Credit Services	View
BK	The Bank of New York Mellon Corporation	Score A+	10/10	$315	+122.3%	A	Banks - Diversified	View
BAC	Bank of America Corporation	Score A	10/10	$50	-15.5%	C	Banks - Diversified	View
CBOE	Cboe Global Markets, Inc.	Score A	10/10	$387	+44.5%	A	Financial Data & Stock Exchanges	View
AXP	American Express Company	Score B	10/10	$226	-35.6%	B	Credit Services	View
CB	Chubb Limited	Score A	10/10	$356	+2.4%	A	Insurance - Property & Casualty	View
BX	Blackstone Inc.	Score A	10/10	$173	+40.3%	A	Asset Management	View
V	Visa Inc.	Score B	10/10	$508	+45.6%	A	Credit Services	View
BLK	BlackRock, Inc.	Score B	10/10	$832	-19.7%	A	Asset Management	View
CINF	Cincinnati Financial Corporation	Score B	10/10	$207	+15.4%	A	Insurance - Property & Casualty	View
TRV	The Travelers Companies, Inc.	Score A+	10/10	$406	+19.8%	A	Insurance - Property & Casualty	View
DFS	Discover Financial Services	Score A+	10/10	$338	+68.9%	A	Financial - Credit Services	View
GL	Globe Life Inc.	Score A	10/10	$190	+6.3%	A	Insurance - Life	View
MET	MetLife, Inc.	Score A	10/10	$76	-17.3%	A	Insurance - Life	View
FCNCA	First Citizens BancShares, Inc.	Score A	10/10	$2,756	+31.7%	B	Banks - Regional	View
GPN	Global Payments Inc.	Score A	10/10	$99	+30.0%	B	Specialty Business Services	View
FITB	Fifth Third Bancorp	Score A	10/10	$46	-19.5%	B	Banks - Regional	View
ALL	The Allstate Corporation	Score A+	10/10	$377	+50.0%	A	Insurance - Property & Casualty	View
MCO	Moody's Corporation	Score A+	10/10	$728	+49.4%	A	Financial Data & Stock Exchanges	View
SCHW	The Charles Schwab Corporation	Score A+	10/10	$129	+24.9%	A	Capital Markets	View
MKTX	MarketAxess Holdings Inc.	Score A	10/10	$151	+32.3%	A	Capital Markets	View
L	Loews Corporation	Score A	10/10	$100	-12.7%	A	Insurance - Property & Casualty	View
MTB	M&T Bank Corporation	Score A	10/10	$223	-8.1%	B	Banks - Regional	View
NDAQ	Nasdaq, Inc.	Score A	10/10	$109	+23.7%	A	Financial Data & Stock Exchanges	View
MSCI	MSCI Inc.	Score A+	10/10	$747	+23.6%	A	Financial Data & Stock Exchanges	View
CME	CME Group Inc.	Score A+	10/10	$387	+61.1%	A	Financial Data & Stock Exchanges	View
PRU	Prudential Financial, Inc.	Score A	10/10	$139	+20.4%	B	Insurance - Life	View
FDS	FactSet Research Systems Inc.	Score A	10/10	$351	+42.1%	A	Financial Data & Stock Exchanges	View
PFG	Principal Financial Group, Inc.	Score A	10/10	$118	+5.3%	A	Asset Management	View
PGR	The Progressive Corporation	Score A+	10/10	$346	+50.0%	A	Insurance - Property & Casualty	View
RJF	Raymond James Financial, Inc.	Score A	10/10	$244	+45.4%	B	Asset Management	View
RF	Regions Financial Corporation	Score A	10/10	$30	-2.3%	B	Banks - Regional	View
STT	State Street Corporation	Score A	10/10	$426	+136.4%	B	Asset Management	View
SIVB	SVB Financial Group	Score A	10/10	$159	+50.0%	B	Banks - Regional	View
SYF	Synchrony Financial	Score A	10/10	$136	+88.0%	B	Credit Services	View
TFC	Truist Financial Corporation	Score A	10/10	$56	+8.7%	C	Banks - Regional	View
USB	U.S. Bancorp	Score A	10/10	$63	+0.4%	C	Banks - Regional	View
ZION	Zions Bancorporation, National Association	Score A	10/10	$76	+7.4%	C	Banks - Regional	View
WTW	Willis Towers Watson Public Limited Company	Score A	10/10	$285	-1.8%	A	Insurance Brokers	View
TIGR	UP Fintech Holding Ltd. Sponsored ADR Class A	Score A+	10/10	$7	+50.1%	A	Capital Markets	View
WU	The Western Union Company	Score A	10/10	$12	+50.0%	A	Credit Services	View
NU	Nu Holdings Ltd.	Score A	10/10	$21	+54.5%	B	Banks - Regional	View
SEZL	Sezzle Inc.	Score A+	10/10	$246	+36.9%	A	Credit Services	View
SOFI	SoFi Technologies, Inc.	Score B	10/10	$28	+48.4%	C	Credit Services	View
MA	Mastercard Incorporated	Score A+	10/10	$852	+61.8%	A	Credit Services	View
ICE	Intercontinental Exchange, Inc.	Score A	10/10	$182	+34.7%	A	Financial Data & Stock Exchanges	View
BRK.B	Berkshire Hathaway Inc.	Score A	9/10	$442	-10.5%	A	Insurance - Diversified	View
WFC	Wells Fargo & Company	Score A	9/10	$81	-6.7%	C	Banks - Diversified	View
WRB	W. R. Berkley Corporation	Score B	9/10	$74	+2.7%	A	Insurance - Property & Casualty	View
MAIN	Main Street Capital Corporation	Score B	9/10	$60	+14.1%	A	Asset Management	View
HOOD	Robinhood Markets, Inc.	Score A	9/10	$106	-5.0%	A	Capital Markets	View
CFG	Citizens Financial Group, Inc.	Score A	8/10	$57	-18.8%	C	Banks - Regional	View
JPM	JPMorgan Chase & Co.	Score C	8/10	$262	-22.3%	B	Banks - Diversified	View
BRO	Brown & Brown, Inc.	Score B	8/10	$45	-32.8%	A	Insurance Brokers	View
COF	Capital One Financial Corporation	Score B	8/10	$276	+37.1%	D	Credit Services	View
AOGO	Arogo Capital Acquisition Corp.	Score B	8/10	$3	+33.5%	D	Shell Companies	View
PNC	The PNC Financial Services Group, Inc.	Score A	8/10	$221	-12.4%	C	Banks - Regional	View
TROW	T. Rowe Price Group, Inc.	Score B	8/10	$105	-11.1%	A	Asset Management	View
COIN	Coinbase Global, Inc.	Score A	7/10	$175	+10.0%	A	Financial Data & Stock Exchanges	View
BEN	Franklin Resources, Inc.	Score A	7/10	$32	-3.4%	B	Asset Management	View
KEY	KeyCorp	Score A	7/10	$21	-8.8%	C	Banks - Regional	View
BN	Brookfield Corporation	Score B	7/10	$57	+30.0%	D	Asset Management	View
MS	Morgan Stanley	Score B	6/10	$147	-33.8%	C	Capital Markets	View
HBAN	Huntington Bancshares Incorporated	Score A	6/10	$19	+5.6%	C	Banks - Regional	View
GS	The Goldman Sachs Group, Inc.	Score B	6/10	$673	-36.2%	C	Capital Markets	View
BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	Score B	6/10	$30	+15.0%	B	Banks - Diversified	View
IVZ	Invesco Ltd.	Score B	5/10	$27	-5.9%	D	Asset Management	View
C	Citigroup Inc.	Score B	5/10	$110	-21.7%	D	Banks - Diversified	View
GLXY	Galaxy Digital	Score B (Speculative)	5/10	$68	+174.8%	D	Capital Markets	View
BBSE3.SA	BB Seguridade Participações S.A.	Score B	4/10	$61	+50.0%	A	Insurance - Diversified	View
BBAS3.SA	Banco do Brasil S.A.	Score B	4/10	$31	+49.2%	B	Banks - Regional	View
WIZC3.SA	Wiz Co Participações e Corretagem de Seguros S.A.	Score B	4/10	$13	+50.1%	A	Insurance Brokers	View
MMC	Marsh & McLennan Companies, Inc.	Score B	4/10	$122	-33.1%	B	Insurance - Brokers	View
JEF	Jefferies Financial Group Inc.	Score B	4/10	$67	+29.0%	D	Capital Markets	View
ITUB4.SA	Itaú Unibanco Holding S.A.	Score B	4/10	$58	+31.0%	B	Banks - Regional	View
CRCL	Circle Internet Group	Score D	2/10	$85	+28.2%	D	Capital Markets	View
SUPV	Grupo Supervielle S.A.	Score D (Speculative)	1/10	$8	-14.6%	F	Banks - Regional	View

Financial Services Stocks: Analysis & Rankings

Industry Breakdown

Banks - Regional

Asset Management

Financial Data & Stock Exchanges

Credit Services

Capital Markets

Insurance - Property & Casualty

Banks - Diversified

Insurance Brokers

Insurance - Life

Insurance - Diversified

Financial - Credit Services

Specialty Business Services

Shell Companies

Insurance - Brokers