Financial Services stocks: fair value overview
Updated 2026-10-19 · 209 stocks covered
Of the 206 Financial Services stocks in TickrTrends' weekly Forward Fair Value coverage, 58 currently screen as undervalued, 62 as fairly valued and 47 as overvalued, while 39 await sufficient validated earnings history for a full verdict.
Ranked by discount to our fair value estimate. #1 = largest discount. 167 ranked.
- #1GSHD — Goosehead Insurance, Inc.$46.40Undervalued
- #2SOFI — SoFi Technologies, Inc.$14.55Undervalued
- #3HAPN — Happen, Inc.$14.49Undervalued
- #4ECPG — Encore Capital Group, Inc.$101.68Undervalued
- #5FDS — FactSet Research Systems Inc.$287.18Undervalued
- #6HLNE — Hamilton Lane Incorporated$81.84Undervalued
- #7BRO — Brown & Brown, Inc.$62.88Undervalued
- #8TBBK — The Bancorp, Inc.$49.60Undervalued
- #9STEP — StepStone Group Inc.$41.64Undervalued
- #10LPLA — LPL Financial Holdings Inc.$320.96Undervalued
- #11MKTX — MarketAxess Holdings Inc.$164.64Undervalued
- #12AON — Aon plc$273.47Undervalued
- #13AJG — Arthur J. Gallagher & Co.$232.70Undervalued
- #14SCHW — The Charles Schwab Corporation$96.70Undervalued
- #15BX — Blackstone Inc.$114.29Undervalued
- #16SPGI — S&P Global Inc.$407.82Undervalued
- #17MSCI — MSCI Inc.$565.12Undervalued
- #18KKR — KKR & Co. Inc.$90.95Undervalued
- #19TCBI — Texas Capital Bancshares, Inc.$91.15Undervalued
- #20PGR — The Progressive Corporation$217.43Undervalued
- #21CG — The Carlyle Group Inc.$36.38Undervalued
- #22MCO — Moody's Corporation$464.23Undervalued
- #23NBBK — NB Bancorp, Inc.$21.86Undervalued
- #24FFIN — First Financial Bankshares, Inc.$30.47Undervalued
- #25ALL — The Allstate Corporation$229.43Undervalued
- #26PYPL — PayPal Holdings, Inc.$55.53Undervalued
- #27WTW — Willis Towers Watson Public Limited Company$296.26Undervalued
- #28MA — Mastercard Incorporated$589.14Undervalued
- #29KEY — KeyCorp$19.97Undervalued
- #30PAX — Patria Investments Limited$11.70Undervalued
- #31AMP — Ameriprise Financial, Inc.$500.51Undervalued
- #32COF — Capital One Financial Corporation$199.26Undervalued
- #33LKFN — Lakeland Financial Corporation$58.00Undervalued
- #34INDB — Independent Bank$79.88Undervalued
- #35ICE — Intercontinental Exchange, Inc.$156.19Undervalued
- #36CACC — Credit Acceptance Corporation$540.98Undervalued
- #37OCFC — OceanFirst Financial Corp.$15.83Undervalued
- #38CASH — Pathward Financial, Inc.$72.93Undervalued
- #39GCMG — GCM Grosvenor Inc.$12.56Undervalued
- #40RJF — Raymond James Financial, Inc.$158.38Undervalued
- #41BLK — BlackRock, Inc.$1,082.39Undervalued
- #42EBC — Eastern Bankshares, Inc.$21.31Undervalued
- #43CBSH — Commerce Bancshares, Inc.$55.69Undervalued
- #44ATLC — Atlanticus Holdings Corporation$92.02Undervalued
- #45SBCF — Seacoast Banking Corporation of Florida$32.54Undervalued
- #46HBAN — Huntington Bancshares Incorporated$15.32Undervalued
- #47EG — Everest Group, Ltd.$368.37Undervalued
- #48GS — The Goldman Sachs Group, Inc.$895.32Undervalued
- #49AXP — American Express Company$308.17Undervalued
- #50BFC — Bank First Corporation$147.70Undervalued
- #51PNC — The PNC Financial Services Group, Inc.$219.21Undervalued
- #52CFFN — Capitol Federal Financial, Inc.$8.17Undervalued
- #53CNOB — ConnectOne Bancorp, Inc.$30.44Undervalued
- #54SFNC — Simmons First National Corporation$22.07Fairly valued
- #55NDAQ — Nasdaq, Inc.$93.65Fairly valued
- #56BANF — BancFirst Corporation$109.03Fairly valued
- #57FHB — First Hawaiian, Inc.$24.95Fairly valued
- #58PGC — Peapack-Gladstone Financial Corporation$43.38Fairly valued
- #59CVBF — CVB Financial Corp.$21.87Fairly valued
- #60TROW — T. Rowe Price Group, Inc.$105.16Fairly valued
- #61CBOE — Cboe Global Markets, Inc.$304.16Fairly valued
- #62BAC — Bank of America Corporation$54.32Fairly valued
- #63IVZ — Invesco Ltd.$29.51Fairly valued
- #64USB — U.S. Bancorp$57.08Fairly valued
- #65V — Visa Inc.$385.45Fairly valued
- #66SEIC — SEI Investments Company$104.40Fairly valued
- #67PFG — Principal Financial Group, Inc.$107.24Fairly valued
- #68ACGL — Arch Capital Group Ltd.$95.57Fairly valued
- #69MS — Morgan Stanley$190.02Fairly valued
- #70SYBT — Stock Yards Bancorp, Inc.$76.69Fairly valued
- #71HIG — The Hartford Insurance Group, Inc.$129.11Fairly valued
- #72PRU — Prudential Financial, Inc.$113.09Fairly valued
- #73FITB — Fifth Third Bancorp$50.64Fairly valued
- #74AIG — American International Group, Inc.$77.04Fairly valued
- #75BGC — BGC Group, Inc.$11.59Fairly valued
- #76CB — Chubb Limited$341.20Fairly valued
- #77FCFS — FirstCash Holdings, Inc.$215.26Fairly valued
- #78SYF — Synchrony Financial$72.80Fairly valued
- #79DGICA — Donegal Group Inc.$18.68Fairly valued
- #80BOKF — BOK Financial Corporation$124.83Fairly valued
- #81WFC — Wells Fargo & Company$83.55Fairly valued
- #82WRB — W. R. Berkley Corporation$71.91Fairly valued
- #83HOPE — Hope Bancorp, Inc.$13.43Fairly valued
- #84CME — CME Group Inc.$280.56Fairly valued
- #85SAFT — Safety Insurance Group, Inc.$104.03Fairly valued
- #86MTB — M&T Bank Corporation$217.49Fairly valued
- #87VLY — Valley National Bancorp$12.66Fairly valued
- #88MET — MetLife, Inc.$98.33Fairly valued
- #89GL — Globe Life Inc.$164.17Fairly valued
- #90NMIH — NMI Holdings, Inc.$40.71Fairly valued
- #91AIZ — Assurant, Inc.$266.49Fairly valued
- #92SHBI — Shore Bancshares, Inc.$22.55Fairly valued
- #93COLB — Columbia Banking System, Inc.$28.44Fairly valued
- #94ONB — Old National Bancorp$25.01Fairly valued
- #95FCNCA — First Citizens BancShares, Inc.$2,123.74Fairly valued
- #96TRV — The Travelers Companies, Inc.$368.75Fairly valued
- #97BPOP — Popular, Inc.$158.89Fairly valued
- #98NBTB — NBT Bancorp Inc.$50.85Fairly valued
- #99NBN — Northeast Bank$125.42Fairly valued
- #100C — Citigroup Inc.$129.64Fairly valued
- #101DCOM — Dime Community Bancshares, Inc.$38.83Fairly valued
- #102CCAP — Crescent Capital BDC, Inc.$8.90Fairly valued
- #103GABC — German American Bancorp, Inc.$49.93Fairly valued
- #104NTRS — Northern Trust Corporation$168.21Fairly valued
- #105CINF — Cincinnati Financial Corporation$163.39Fairly valued
- #106TFSL — TFS Financial Corporation$16.33Fairly valued
- #107SEZL — Sezzle Inc.$127.65Fairly valued
- #108TCBK — TriCo Bancshares$52.04Fairly valued
- #109OZK — Bank OZK$46.12Fairly valued
- #110BFST — Business First Bancshares, Inc.$31.31Fairly valued
- #111RF — Regions Financial Corporation$27.03Fairly valued
- #112FFBC — First Financial Bancorp.$31.48Fairly valued
- #113BRK-B — Berkshire Hathaway Inc.$515.62Overvalued
- #114ZION — Zions Bancorporation, National Association$63.37Overvalued
- #115BEN — Franklin Resources, Inc.$32.00Overvalued
- #116CGBD — Carlyle Secured Lending, Inc.$10.39Overvalued
- #117MCBS — MetroCity Bankshares, Inc.$35.13Overvalued
- #118MFIC — MidCap Financial Investment Corporation$8.34Overvalued
- #119EFSC — Enterprise Financial Services Corp$59.84Overvalued
- #120FBNC — First Bancorp$60.36Overvalued
- #121OSBC — Old Second Bancorp, Inc.$24.88Overvalued
- #122BCAL — California BanCorp$21.76Overvalued
- #123AFL — Aflac Incorporated$114.54Overvalued
- #124MPB — Mid Penn Bancorp, Inc.$36.04Overvalued
- #125STT — State Street Corporation$174.96Overvalued
- #126FMBH — First Mid Bancshares, Inc.$49.73Overvalued
- #127CHCO — City Holding Company$141.69Overvalued
- #128ESQ — Esquire Financial Holdings, Inc.$118.89Overvalued
- #129JPM — JPMorgan Chase & Co.$332.99Overvalued
- #130CCNE — CNB Financial Corporation$34.12Overvalued
- #131CATY — Cathay General Bancorp$59.96Overvalued
- #132THFF — First Financial Corporation$74.15Overvalued
- #133HBT — HBT Financial, Inc.$35.58Overvalued
- #134PFBC — Preferred Bank$104.41Overvalued
- #135IBCP — Independent Bank Corporation$35.60Overvalued
- #136AMAL — Amalgamated Financial Corp.$47.13Overvalued
- #137FIBK — First Interstate BancSystem, Inc.$34.82Overvalued
- #138FMNB — Farmers National Banc Corp.$15.30Overvalued
- #139CBNK — Capital Bancorp, Inc.$39.59Overvalued
- #140SNEX — StoneX Group Inc.$57.16Overvalued
- #141MBIN — Merchants Bancorp$48.77Overvalued
- #142HOOD — Robinhood Markets, Inc.$109.02Overvalued
- #143FSBC — Five Star Bancorp$42.98Overvalued
- #144PEBO — Peoples Bancorp Inc.$36.72Overvalued
- #145ACT — Enact Holdings, Inc.$46.28Overvalued
- #146HTBK — Heritage Commerce Corp$13.45Overvalued
- #147CTBI — Community Trust Bancorp, Inc.$75.08Overvalued
- #148STBA — S&T Bancorp, Inc.$48.84Overvalued
- #149GBDC — Golub Capital BDC, Inc.$12.12Overvalued
- #150FISI — Financial Institutions, Inc.$39.31Overvalued
- #151OCSL — Oaktree Specialty Lending Corporation$11.57Overvalued
- #152HAFC — Hanmi Financial Corporation$31.12Overvalued
- #153ACIC — American Coastal Insurance Corporation$11.10Overvalued
- #154MSBI — Midland States Bancorp, Inc.$32.22Overvalued
- #155FCBC — First Community Bankshares, Inc.$48.80Overvalued
- #156L — Loews Corporation$106.69Overvalued
- #157TPG — TPG Inc.$42.52Undervalued
- #158CCB — Coastal Financial Corporation$42.02Undervalued
- #159SIGI — Selective Insurance Group, Inc.$89.16Undervalued
- #160AMSF — AMERISAFE, Inc.$25.25Undervalued
- #161SLM — SLM Corporation$21.81Undervalued
- #162TFC — Truist Financial Corporation$46.11Fairly valued
- #163NMFC — New Mountain Finance Corporation$6.74Fairly valued
- #164CFG — Citizens Financial Group, Inc.$63.57Fairly valued
- #165HBNC — Horizon Bancorp, Inc.$19.46Overvalued
- #166GAIN — Gladstone Investment Corporation$15.05Overvalued
- #167NAVI — Navient Corporation$9.28Overvalued
- Other share classes
- BHFAN — Brighthouse Financial, Inc.$10.17No estimate yet
- FITBM — Fifth Third Bancorp$26.00No estimate yet
- SATA — Strive, Inc.$96.89No estimate yet
- Awaiting full valuation
- ABL — Abacus Global Management, Inc.$8.47No estimate yet
- ABTC — American Bitcoin Corp$7.56Limited data
- APO — Apollo Global Management, Inc.$110.78No estimate yet
- ASST — Strive, Inc.$24.09No estimate yet
- BHF — Brighthouse Financial, Inc.$47.77Limited data
- BNY — The Bank of New York Mellon Corporation$143.30No estimate yet
- CBC — Central Bancompany, Inc.$33.42Limited data
- CD — Chaince Digital Holdings Inc.$6.93No estimate yet
- CLBK — Columbia Financial, Inc.$10.67Limited data
- CLSK — CleanSpark, Inc.$8.40No estimate yet
- COIN — Coinbase Global, Inc.$179.39Limited data
- CSQ — Calamos Strategic Total Return Fund$19.79No estimate yet
- EGBN — Eagle Bancorp, Inc.$28.35Limited data
- ERIE — Erie Indemnity Company$243.71No estimate yet
- GEMI — Gemini Space Station, Inc.$3.57No estimate yet
- GGAL — Grupo Financiero Galicia S.A.$36.07Limited data
- GLXY — Galaxy Digital$16.14No estimate yet
- HCMA — HCM III Acquisition Corp.$10.29No estimate yet
- IBKR — Interactive Brokers Group, Inc.$82.69No estimate yet
- IBOC — International Bancshares Corporation$67.34No estimate yet
- INV — Innventure, Inc.$0.33No estimate yet
- IOND — Ionic Digital Inc.$62.81Limited data
- JCAP — Jefferson Capital, Inc.$20.53Limited data
- LIFE — Ethos Technologies Inc.$37.52Limited data
- MAAS — Maase Inc.$15.81Limited data
- MCHB — Mechanics Bancorp$14.35Limited data
- MOFG — MidWestOne Financial Group, Inc.$49.31No estimate yet
- MRSH — Marsh & McLennan Companies, Inc.$188.35No estimate yet
- NAKA — Nakamoto Inc.$7.13No estimate yet
- OIG — Orion180 Insurance Group Inc.$9.58Limited data
- OXLC — Oxford Lane Capital Corp.$7.91Limited data
- PNFP — Pinnacle Financial Partners, Inc.$94.72Limited data
- QFIN — Qfin Holdings, Inc.$6.46Limited data
- SBET — Sharplink, Inc.$7.57Limited data
- SLDE — Slide Insurance Holdings, Inc.$27.07Limited data
- TCPC — BlackRock TCP Capital Corp.$4.16Limited data
- TIPT — Tiptree Inc.$16.46No estimate yet
- VBNK — VersaBank$22.09Limited data
- XP — XP Inc.$21.17Limited data