Company | Name | Exchange | Sector | Industry | Market Cap | P/E Ratio | PEG Ratio | Last Trade Price | Day Change (%) | Fair Value | Fair Value Upside | Fair Value Label | Analyst Price Target | Analyst Target Upside | Overall Health |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Interactive Brokers | NASDAQ | Financial | Investment Banking & Investment Services | US$326.15B | 32.8x | 1.51 | US$64.05 | 7.8% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 12.7% Upside | Upgrade to Pro+ | |
Morgan Stanley Pi ADR | NYSE | Financial | Investment Banking & Investment Services | US$225.92B | 15.7x | US$25.04 | -0.2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | |||
Morgan Stanley Pe ADR | NYSE | Financial | Investment Banking & Investment Services | US$225.92B | 15.7x | US$25.41 | -0.2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | |||
Morgan Stanley | NYSE | Financial | Investment Banking & Investment Services | US$225.92B | 15.7x | 0.35 | US$140.83 | -0.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 3% Upside | Upgrade to Pro+ | |
Morgan Stanley Pf ADR | NYSE | Financial | Investment Banking & Investment Services | US$225.92B | 15.7x | US$25.20 | 0% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | |||
Morgan Stanley Pref K | NYSE | Financial | Investment Banking & Investment Services | US$225.92B | 15.7x | US$24.10 | -0.2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | |||
Morgan Stanley Pa ADR | NYSE | Financial | Investment Banking & Investment Services | US$225.92B | 15.7x | US$21.92 | 0.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | |||
Blackstone | NYSE | Financial | Investment Banking & Investment Services | US$207.78B | 51.1x | 3.16 | US$168.72 | -2.2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | -8.1% Downside | Upgrade to Pro+ | |
Goldman Sachs Group Inc Pc ADR | NYSE | Financial | Investment Banking & Investment Services | US$207.59B | 15.4x | US$21.86 | 0.3% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | |||
Goldman Sachs Group Inc Pa ADR | NYSE | Financial | Investment Banking & Investment Services | US$207.59B | 15.4x | US$22 | -0.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | |||
Goldman Sachs Group Inc Pd ADR | NYSE | Financial | Investment Banking & Investment Services | US$207.59B | 15.4x | US$21.54 | 0.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | |||
Goldman Sachs | NYSE | Financial | Investment Banking & Investment Services | US$207.59B | 15.4x | 0.31 | US$708.26 | 0.3% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | -0% Downside | Upgrade to Pro+ | |
Charles Schwab | NYSE | Financial | Investment Banking & Investment Services | US$174.07B | 28.7x | 0.73 | US$95.80 | 2.9% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 9.6% Upside | Upgrade to Pro+ | |
Citigroup | NYSE | Financial | Investment Banking & Investment Services | US$172.03B | 13.6x | 0.15 | US$93.45 | 0.4% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 7.4% Upside | Upgrade to Pro+ | |
BlackRock | NYSE | Financial | Investment Banking & Investment Services | US$170.84B | 26.4x | 10.2 | US$1,103.59 | -0.2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 5.8% Upside | Upgrade to Pro+ | |
KKR Prf | NYSE | Financial | Investment Banking & Investment Services | US$131.46B | 58x | US$57.50 | -1.3% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | |||
KKR & Co | NYSE | Financial | Investment Banking & Investment Services | US$130.18B | 59x | -1.28 | US$145.98 | -1.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 2.8% Upside | Upgrade to Pro+ | |
UBS Group | NYSE | Financial | Investment Banking & Investment Services | US$110.73B | 22.9x | -0.27 | US$36.02 | -0.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | -14% Downside | Upgrade to Pro+ | |
ICE | NYSE | Financial | Investment Banking & Investment Services | US$103.67B | 37.2x | 3.43 | US$180.72 | -0.7% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 11% Upside | Upgrade to Pro+ | |
Brookfield | NYSE | Financial | Investment Banking & Investment Services | US$102.82B | 43.2x | -4.45 | US$67.27 | -1.3% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 2% Upside | Upgrade to Pro+ | |
CME Group | NASDAQ | Financial | Investment Banking & Investment Services | US$98.99B | 27.5x | 2.12 | US$274.70 | -1.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 2.6% Upside | Upgrade to Pro+ | |
Brookfield Asset Management | NYSE | Financial | Investment Banking & Investment Services | US$98B | 41.7x | 1.23 | US$60.76 | -1.2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | -5.7% Downside | Upgrade to Pro+ | |
London Stock Exchange ADR | OTC Markets | Financial | Investment Banking & Investment Services | US$76.44B | 84x | -11.41 | US$36.49 | -0.7% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 11.1% Upside | Upgrade to Pro+ | |
Bank of NY Mellon | NYSE | Financial | Investment Banking & Investment Services | US$69.76B | 15x | 0.26 | US$98.84 | 0.9% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 2.6% Upside | Upgrade to Pro+ | |
Hong Kong Exchange & Clearing | OTC Markets | Financial | Investment Banking & Investment Services | US$69.24B | 38.3x | 1.59 | US$54.88 | 0.3% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
Ares Management | NYSE | Financial | Investment Banking & Investment Services | US$59.79B | 104x | -5.06 | US$183.12 | -0% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 2.1% Upside | Upgrade to Pro+ | |
CITIC Securities ADR | OTC Markets | Financial | Investment Banking & Investment Services | US$56.93B | 18.6x | 0.87 | US$33.90 | 0% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
Deutsche Boerse ADR | OTC Markets | Financial | Investment Banking & Investment Services | US$56.44B | 24.5x | 1.83 | US$30.58 | 0.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 9.1% Upside | Upgrade to Pro+ | |
3i ADR | OTC Markets | Financial | Investment Banking & Investment Services | US$56.18B | 8.3x | 0.26 | US$29.34 | 1.2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
Macquarie Group ADR | OTC Markets | Financial | Investment Banking & Investment Services | US$53.97B | 23.5x | 3.25 | US$147.09 | 0.2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 12.4% Upside | Upgrade to Pro+ | |
Ameriprise Financial | NYSE | Financial | Investment Banking & Investment Services | US$51.85B | 18.1x | US$544.55 | 0.9% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 1.1% Upside | Upgrade to Pro+ | ||
Nasdaq Inc | NASDAQ | Financial | Investment Banking & Investment Services | US$51.33B | 40.1x | 2.18 | US$89.37 | -0.6% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 6.2% Upside | Upgrade to Pro+ | |
Partners Group Holding | OTC Markets | Financial | Investment Banking & Investment Services | US$36.27B | 25.9x | 2.2 | US$1,415.29 | 2.9% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
Raymond James Financial | NYSE | Financial | Investment Banking & Investment Services | US$34.58B | 13.7x | 0.58 | US$160.66 | 0.7% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 5% Upside | Upgrade to Pro+ | |
Blue Owl Capital | NYSE | Financial | Investment Banking & Investment Services | US$33.22B | 129.8x | 5.95 | US$20.61 | -0.9% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 10.6% Upside | Upgrade to Pro+ | |
Tradeweb Markets | NASDAQ | Financial | Investment Banking & Investment Services | US$32.63B | 56.3x | 1.93 | US$138.01 | 0% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 10.9% Upside | Upgrade to Pro+ | |
Raymond James Financial B | NYSE | Financial | Investment Banking & Investment Services | US$32.41B | 14.1x | 0.58 | US$25.35 | 0.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
LPL Financial | NASDAQ | Financial | Investment Banking & Investment Services | US$31.41B | 26.9x | 3.07 | US$393.31 | 3.8% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 16.1% Upside | Upgrade to Pro+ | |
State Street Pref | NYSE | Financial | Investment Banking & Investment Services | US$30.99B | 11.9x | US$22.47 | -0.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | |||
State Street | NYSE | Financial | Investment Banking & Investment Services | US$30.99B | 11.9x | 0.17 | US$108.51 | 1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 6.5% Upside | Upgrade to Pro+ | |
Cboe Global | NYSE | Financial | Investment Banking & Investment Services | US$24.91B | 30.9x | 14.66 | US$238.62 | 0.3% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 2.2% Upside | Upgrade to Pro+ | |
Northern Trust | NASDAQ | Financial | Investment Banking & Investment Services | US$24.89B | 11.8x | 0.08 | US$127.93 | 0.7% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | -5.2% Downside | Upgrade to Pro+ | |
T Rowe | NASDAQ | Financial | Investment Banking & Investment Services | US$23.30B | 12x | 2.58 | US$105.77 | -0.6% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | -3.2% Downside | Upgrade to Pro+ | |
Carlyle Group | NASDAQ | Financial | Investment Banking & Investment Services | US$21.73B | 19.8x | 0.08 | US$60.17 | 0.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | -2.7% Downside | Upgrade to Pro+ | |
TPG Inc | NASDAQ | Financial | Investment Banking & Investment Services | US$21.11B | -172x | -61.32 | US$56.09 | -1.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 0.5% Upside | Upgrade to Pro+ | |
Brookfield Asset Management Reinsurance Partners | NYSE | Financial | Investment Banking & Investment Services | US$19.13B | 29.5x | US$67.31 | -1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | |||
Nomura ADR | NYSE | Financial | Investment Banking & Investment Services | US$18.54B | 8.1x | 0.07 | US$6.32 | -0.5% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 10.7% Upside | Upgrade to Pro+ | |
Ares Capital | NASDAQ | Financial | Investment Banking & Investment Services | US$16.12B | 11.4x | US$23.21 | -0.2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | |||
Axa Equitable | NYSE | Financial | Investment Banking & Investment Services | US$16.05B | 13.9x | 0.97 | US$52.93 | 0.6% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 24.5% Upside | Upgrade to Pro+ | |
Houlihan Lokey Inc | NYSE | Financial | Investment Banking & Investment Services | US$13.69B | 32.1x | 0.83 | US$196.17 | -0.6% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 1.6% Upside | Upgrade to Pro+ |