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 |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Morgan Stanley Pref K | NYSE | Financial | Investment Banking & Investment Services | US$174.36B | 13.5x | US$22.64 | -1.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | |||
Morgan Stanley Pf ADR | NYSE | Financial | Investment Banking & Investment Services | US$174.36B | 13.5x | US$24.90 | -0.2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | |||
Morgan Stanley Pi ADR | NYSE | Financial | Investment Banking & Investment Services | US$174.36B | 13.5x | US$24.46 | -0.3% | 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$174.36B | 13.5x | US$25.02 | -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$174.36B | 13.5x | 0.24 | US$108.02 | 1.4% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 19.6% Upside | Upgrade to Pro+ | |
Morgan Stanley Pa ADR | NYSE | Financial | Investment Banking & Investment Services | US$174.36B | 13.5x | US$21.36 | -0.8% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | |||
Goldman Sachs | NYSE | Financial | Investment Banking & Investment Services | US$160.80B | 12.1x | 0.15 | US$494.03 | 0.9% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 22.5% Upside | Upgrade to Pro+ | |
Goldman Sachs Group Inc Pc ADR | NYSE | Financial | Investment Banking & Investment Services | US$160.80B | 12.1x | US$21.59 | -0.8% | 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$160.80B | 12.1x | US$21.30 | -1.1% | 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$160.80B | 12.1x | US$21.25 | -0.7% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | |||
Blackstone | NYSE | Financial | Investment Banking & Investment Services | US$155.63B | 35.3x | 0.36 | US$127.18 | -0.2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 20.8% Upside | Upgrade to Pro+ | |
Charles Schwab | NYSE | Financial | Investment Banking & Investment Services | US$139.90B | 25.7x | 1.29 | US$76.96 | 4.2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 19.2% Upside | Upgrade to Pro+ | |
BlackRock | NYSE | Financial | Investment Banking & Investment Services | US$136.60B | 20.9x | 1.33 | US$878.78 | 2.3% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 25.2% Upside | Upgrade to Pro+ | |
Citigroup | NYSE | Financial | Investment Banking & Investment Services | US$116.80B | 10.3x | 0.2 | US$61.64 | 0.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 38% Upside | Upgrade to Pro+ | |
CME Group | NASDAQ | Financial | Investment Banking & Investment Services | US$94.34B | 27.1x | 2.88 | US$261.54 | 1.2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 4.1% Upside | Upgrade to Pro+ | |
UBS Group | NYSE | Financial | Investment Banking & Investment Services | US$90.48B | 18x | -0.21 | US$28.44 | 3.3% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 14.8% Upside | Upgrade to Pro+ | |
KKR & Co | NYSE | Financial | Investment Banking & Investment Services | US$90.08B | 29x | -1.35 | US$101.42 | -0.4% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 34% Upside | Upgrade to Pro+ | |
ICE | NYSE | Financial | Investment Banking & Investment Services | US$89.71B | 32.4x | 2.32 | US$155.91 | 0.5% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 22.1% Upside | Upgrade to Pro+ | |
Brookfield | NYSE | Financial | Investment Banking & Investment Services | US$80.17B | 35.8x | -3.23 | US$48.59 | 3.5% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 43.8% Upside | Upgrade to Pro+ | |
Brookfield Asset Management | NYSE | Financial | Investment Banking & Investment Services | US$78.09B | 35.8x | 10.56 | US$47.31 | 2.7% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 23.7% Upside | Upgrade to Pro+ | |
London Stock Exchange ADR | OTC Markets | Financial | Investment Banking & Investment Services | US$75.41B | 87x | -11.76 | US$37.53 | 1.9% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 7.4% Upside | Upgrade to Pro+ | |
Interactive Brokers | NASDAQ | Financial | Investment Banking & Investment Services | US$72.56B | 24.6x | 0.95 | US$171.35 | 4.3% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 19.3% Upside | Upgrade to Pro+ | |
Apollo Global Management A | NYSE | Financial | Investment Banking & Investment Services | US$71.73B | 16.9x | -1.24 | US$125.93 | 1.6% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 29.9% Upside | Upgrade to Pro+ | |
Bank of NY Mellon | NYSE | Financial | Investment Banking & Investment Services | US$56.13B | 13.4x | 0.25 | US$77.67 | 1.4% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 20.1% Upside | Upgrade to Pro+ | |
Deutsche Boerse ADR | OTC Markets | Financial | Investment Banking & Investment Services | US$55.32B | 25x | 1.85 | US$30.40 | 3.3% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 4.9% Upside | Upgrade to Pro+ | |
Hong Kong Exchange & Clearing | OTC Markets | Financial | Investment Banking & Investment Services | US$50.90B | 30.5x | 3.38 | US$40.99 | 2.9% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
3i ADR | OTC Markets | Financial | Investment Banking & Investment Services | US$48.80B | 8.8x | -1.3 | US$26.20 | 1.4% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
CITIC Securities ADR | OTC Markets | Financial | Investment Banking & Investment Services | US$48.75B | 18x | 2 | US$20.98 | 0% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
Ameriprise Financial | NYSE | Financial | Investment Banking & Investment Services | US$45.09B | 13.9x | 0.3 | US$468.77 | 2.7% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 15.9% Upside | Upgrade to Pro+ | |
Ares Management | NYSE | Financial | Investment Banking & Investment Services | US$43.66B | 66.3x | -4.12 | US$137.83 | 1.5% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 19.7% Upside | Upgrade to Pro+ | |
Nasdaq Inc | NASDAQ | Financial | Investment Banking & Investment Services | US$41.10B | 36.7x | -4.87 | US$71.53 | 1.8% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 20.9% Upside | Upgrade to Pro+ | |
Macquarie Group ADR | OTC Markets | Financial | Investment Banking & Investment Services | US$40.73B | 18.1x | -1.4 | US$112.60 | 3.4% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 39.4% Upside | Upgrade to Pro+ | |
Partners Group Holding | OTC Markets | Financial | Investment Banking & Investment Services | US$32.36B | 23.5x | 2.1 | US$1,274.58 | 2.7% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
Tradeweb Markets | NASDAQ | Financial | Investment Banking & Investment Services | US$30.24B | 54.2x | 1.53 | US$128.08 | 2.2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 20.4% Upside | Upgrade to Pro+ | |
Raymond James Financial | NYSE | Financial | Investment Banking & Investment Services | US$29.20B | 13.7x | 0.41 | US$135.33 | 2.3% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 12.7% Upside | Upgrade to Pro+ | |
Raymond James Financial B | NYSE | Financial | Investment Banking & Investment Services | US$27.10B | 14.8x | 0.41 | US$25.05 | 0.3% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
Blue Owl Capital | NYSE | Financial | Investment Banking & Investment Services | US$26.24B | 84.6x | 0.99 | US$17.01 | -1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 25.1% Upside | Upgrade to Pro+ | |
LPL Financial | NASDAQ | Financial | Investment Banking & Investment Services | US$23.19B | 21.9x | 8.04 | US$311.42 | 3.3% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 31.7% Upside | Upgrade to Pro+ | |
State Street Pref | NYSE | Financial | Investment Banking & Investment Services | US$22.94B | 9.5x | US$21.92 | -1.4% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | |||
State Street | NYSE | Financial | Investment Banking & Investment Services | US$22.94B | 9.5x | 0.19 | US$79.41 | 0.5% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 29.1% Upside | Upgrade to Pro+ | |
Cboe Global | NYSE | Financial | Investment Banking & Investment Services | US$22.48B | 29.6x | 26.37 | US$215.10 | 2.4% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 4.8% Upside | Upgrade to Pro+ | |
T Rowe | NASDAQ | Financial | Investment Banking & Investment Services | US$19.79B | 9.7x | 0.5 | US$88.75 | 3.3% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 14% Upside | Upgrade to Pro+ | |
China Galaxy Securities ADR | OTC Markets | Financial | Investment Banking & Investment Services | US$19.19B | 20x | 0.68 | US$21.30 | -8.5% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
Legal & General Group Plc | OTC Markets | Financial | Investment Banking & Investment Services | US$17.52B | 77.2x | -1.25 | US$15.17 | 2.2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
Northern Trust | NASDAQ | Financial | Investment Banking & Investment Services | US$17.30B | 9x | 0.09 | US$88.26 | 0.4% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 19.4% Upside | Upgrade to Pro+ | |
Principal Financial | NASDAQ | Financial | Investment Banking & Investment Services | US$16.40B | 10.7x | 0.06 | US$72.61 | 0.9% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 27.8% Upside | Upgrade to Pro+ | |
TPG Inc | NASDAQ | Financial | Investment Banking & Investment Services | US$16.18B | -98x | 14.39 | US$44.59 | 1.8% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 30.1% Upside | Upgrade to Pro+ | |
Nomura ADR | NYSE | Financial | Investment Banking & Investment Services | US$15.67B | 6.9x | 0.04 | US$5.31 | 4.7% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 46.5% Upside | Upgrade to Pro+ | |
Axa Equitable | NYSE | Financial | Investment Banking & Investment Services | US$14.23B | 12.1x | 1.31 | US$46.41 | 1.3% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 32.1% Upside | Upgrade to Pro+ | |
Ares Capital | NASDAQ | Financial | Investment Banking & Investment Services | US$13.50B | 8.1x | US$19.91 | 0.4% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ |