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 | NYSE | Financial | Investment Banking & Investment Services | US$234.84B | 16.5x | 0.36 | US$147.25 | 2.3% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 0.8% Upside | Upgrade to Pro+ | |
Morgan Stanley Pe ADR | NYSE | Financial | Investment Banking & Investment Services | US$234.84B | 16.5x | US$25.60 | 0.2% | 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$234.84B | 16.5x | US$24.09 | 0.7% | 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$234.84B | 16.5x | US$21.93 | 0.1% | 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$234.84B | 16.5x | US$25.35 | 0.1% | 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$234.84B | 16.5x | US$25.15 | 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$214.55B | 16.2x | US$21.86 | -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$214.55B | 16.2x | 0.31 | US$21.15 | 0.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
Goldman Sachs Group Inc Pc ADR | NYSE | Financial | Investment Banking & Investment Services | US$214.55B | 16.2x | US$21.66 | 0% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | |||
Blackstone | NYSE | Financial | Investment Banking & Investment Services | US$214.55B | 46.9x | 1.13 | US$173.74 | 2.2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 5.8% Upside | Upgrade to Pro+ | |
Goldman Sachs | NYSE | Financial | Investment Banking & Investment Services | US$214.55B | 16.2x | 0.31 | US$743.42 | 3.4% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 0.8% Upside | Upgrade to Pro+ | |
BlackRock | NYSE | Financial | Investment Banking & Investment Services | US$179.72B | 27.7x | 10.41 | US$1,159.61 | 2.8% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 3.7% Upside | Upgrade to Pro+ | |
Charles Schwab | NYSE | Financial | Investment Banking & Investment Services | US$179.04B | 26.5x | 0.48 | US$98.69 | 1.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 11.6% Upside | Upgrade to Pro+ | |
Citigroup | NYSE | Financial | Investment Banking & Investment Services | US$175.82B | 13.9x | 0.15 | US$95.69 | 3.7% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 12.7% Upside | Upgrade to Pro+ | |
KKR & Co | NYSE | Financial | Investment Banking & Investment Services | US$131.24B | 65.6x | -1.26 | US$147.24 | 4% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 16.9% Upside | Upgrade to Pro+ | |
KKR Prf | NYSE | Financial | Investment Banking & Investment Services | US$126.13B | 67.6x | -1.27 | US$58.09 | 3.3% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
UBS Group | NYSE | Financial | Investment Banking & Investment Services | US$125.22B | 20x | 0.09 | US$39.54 | 1.9% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | -9.5% Downside | Upgrade to Pro+ | |
Interactive Brokers | NASDAQ | Financial | Investment Banking & Investment Services | US$112.49B | 33.8x | 1.73 | US$67.64 | 2.2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 1.2% Upside | Upgrade to Pro+ | |
ICE | NYSE | Financial | Investment Banking & Investment Services | US$104.77B | 34.9x | 1.23 | US$182.74 | -1.7% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 12.1% Upside | Upgrade to Pro+ | |
Brookfield Asset Management | NYSE | Financial | Investment Banking & Investment Services | US$101.09B | 39.2x | 0.94 | US$62.66 | 2.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | -1.1% Downside | Upgrade to Pro+ | |
CME Group | NASDAQ | Financial | Investment Banking & Investment Services | US$99.45B | 26.6x | 1.99 | US$275.88 | -3.4% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 1.1% Upside | Upgrade to Pro+ | |
Brookfield | NYSE | Financial | Investment Banking & Investment Services | US$98.09B | 74.4x | 2.87 | US$65.56 | 1.8% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 15.2% Upside | Upgrade to Pro+ | |
Bank of NY Mellon | NYSE | Financial | Investment Banking & Investment Services | US$73.11B | 15.8x | 0.27 | US$103.61 | 0.3% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | -0.7% Downside | Upgrade to Pro+ | |
Hong Kong Exchange & Clearing | OTC Markets | Financial | Investment Banking & Investment Services | US$69.24B | 38.3x | 1.6 | US$55.23 | 1.3% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
London Stock Exchange ADR | OTC Markets | Financial | Investment Banking & Investment Services | US$66.56B | 50.7x | 1.09 | US$32.29 | -4.5% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 18.9% Upside | Upgrade to Pro+ | |
Ares Management | NYSE | Financial | Investment Banking & Investment Services | US$62.99B | 108.2x | -11.28 | US$192.76 | 3.3% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 5.1% Upside | Upgrade to Pro+ | |
CITIC Securities ADR | OTC Markets | Financial | Investment Banking & Investment Services | US$59.61B | 19.4x | 0.91 | US$36.25 | 0% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
Nasdaq Inc | NASDAQ | Financial | Investment Banking & Investment Services | US$55.08B | 36.7x | 0.72 | US$96.13 | -0.8% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 8.3% Upside | Upgrade to Pro+ | |
Deutsche Boerse ADR | OTC Markets | Financial | Investment Banking & Investment Services | US$54.06B | 23.5x | 2.35 | US$29.55 | -2.3% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 8.7% Upside | Upgrade to Pro+ | |
3i ADR | OTC Markets | Financial | Investment Banking & Investment Services | US$53.28B | 7.8x | 0.25 | US$14.19 | 1% | 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$51.02B | 21.9x | 3.09 | US$140.02 | 0.8% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 18.8% Upside | Upgrade to Pro+ | |
Ameriprise Financial | NYSE | Financial | Investment Banking & Investment Services | US$48.75B | 15.8x | 1.49 | US$517 | 2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 11.6% Upside | Upgrade to Pro+ | |
Partners Group Holding | OTC Markets | Financial | Investment Banking & Investment Services | US$36.42B | 26.1x | 2.22 | US$1,377.95 | -2.5% | 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$36.28B | 13.7x | 1.02 | US$168.37 | 2.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 3.3% Upside | Upgrade to Pro+ | |
Raymond James Financial B | NYSE | Financial | Investment Banking & Investment Services | US$32.88B | 16.1x | 1.02 | US$25.26 | -0.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
State Street Pref | NYSE | Financial | Investment Banking & Investment Services | US$31.58B | 12.3x | US$22.41 | 0% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | |||
State Street | NYSE | Financial | Investment Banking & Investment Services | US$31.58B | 12.3x | 0.18 | US$111.42 | 1.4% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 4.7% Upside | Upgrade to Pro+ | |
Blue Owl Capital | NYSE | Financial | Investment Banking & Investment Services | US$31.58B | 166x | 8.47 | US$20.32 | 2.9% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 16.5% Upside | Upgrade to Pro+ | |
Tradeweb Markets | NASDAQ | Financial | Investment Banking & Investment Services | US$30.99B | 50.1x | 1.83 | US$131.10 | -2.8% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 14.9% Upside | Upgrade to Pro+ | |
LPL Financial | NASDAQ | Financial | Investment Banking & Investment Services | US$29.89B | 25.4x | 1.88 | US$373.41 | 0.7% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 21.7% Upside | Upgrade to Pro+ | |
Cboe Global | NYSE | Financial | Investment Banking & Investment Services | US$25.95B | 29x | 1.64 | US$248.52 | -1.9% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 0.3% Upside | Upgrade to Pro+ | |
Northern Trust | NASDAQ | Financial | Investment Banking & Investment Services | US$24.28B | 14.9x | 0.83 | US$127.39 | 1.7% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | -2.6% Downside | Upgrade to Pro+ | |
T Rowe | NASDAQ | Financial | Investment Banking & Investment Services | US$23.65B | 12x | 2.14 | US$107.67 | 2.3% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | -0.7% Downside | Upgrade to Pro+ | |
Carlyle Group | NASDAQ | Financial | Investment Banking & Investment Services | US$23.48B | 18.4x | 0.04 | US$64.76 | 3.8% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 5.8% Upside | Upgrade to Pro+ | |
TPG Inc | NASDAQ | Financial | Investment Banking & Investment Services | US$23.22B | -328x | 9.85 | US$63.68 | 3.6% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 2.1% Upside | Upgrade to Pro+ | |
Nomura ADR | NYSE | Financial | Investment Banking & Investment Services | US$20.86B | 8.3x | 0.1 | US$7.23 | 3% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 0.9% Upside | Upgrade to Pro+ | |
Brookfield Asset Management Reinsurance Partners | NYSE | Financial | Investment Banking & Investment Services | US$18.60B | 20.1x | -0.46 | US$65.62 | 1.8% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
Axa Equitable | NYSE | Financial | Investment Banking & Investment Services | US$16.38B | 39.5x | -0.88 | US$54.84 | 3.2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 21.4% Upside | Upgrade to Pro+ | |
Ares Capital | NASDAQ | Financial | Investment Banking & Investment Services | US$15.84B | 11.1x | US$22.48 | 0.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | |||
Houlihan Lokey Inc | NYSE | Financial | Investment Banking & Investment Services | US$13.61B | 31.2x | 1.04 | US$193.39 | 1.5% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 3.4% Upside | Upgrade to Pro+ |