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$218.06B | 15.8x | US$23.71 | 0.4% | 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$218.06B | 15.8x | US$25.60 | 0.1% | 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$218.06B | 15.8x | US$21.47 | 0.7% | 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$218.06B | 15.8x | US$25.43 | 0% | 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$218.06B | 15.8x | US$25.20 | 0.4% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | |||
Morgan Stanley | NYSE | Financial | Investment Banking & Investment Services | US$218.06B | 15.8x | 0.28 | US$135.89 | 1.4% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | -8% Downside | Upgrade to Pro+ | |
Goldman Sachs Group Inc Pd ADR | NYSE | Financial | Investment Banking & Investment Services | US$193.94B | 15.2x | US$20.95 | 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$193.94B | 15.2x | US$21.38 | 0.4% | 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$193.94B | 15.2x | US$21.37 | 0.6% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | |||
Goldman Sachs | NYSE | Financial | Investment Banking & Investment Services | US$193.94B | 15.2x | 0.19 | US$662.09 | 2.3% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | -11.7% Downside | Upgrade to Pro+ | |
Blackstone | NYSE | Financial | Investment Banking & Investment Services | US$175.62B | 43.6x | 2.47 | US$144.04 | 4.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 1.1% Upside | Upgrade to Pro+ | |
Charles Schwab | NYSE | Financial | Investment Banking & Investment Services | US$162B | 27.2x | 0.69 | US$89.34 | 1.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 2.9% Upside | Upgrade to Pro+ | |
BlackRock | NYSE | Financial | Investment Banking & Investment Services | US$155.43B | 24.1x | 5.26 | US$1,005.22 | 1.9% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 7.5% Upside | Upgrade to Pro+ | |
Citigroup | NYSE | Financial | Investment Banking & Investment Services | US$151.59B | 12.7x | 0.14 | US$81.14 | 2.2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 3.5% Upside | Upgrade to Pro+ | |
KKR & Co | NYSE | Financial | Investment Banking & Investment Services | US$113.69B | 51.8x | -1.03 | US$127.77 | 4.6% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 10.4% Upside | Upgrade to Pro+ | |
KKR Prf | NYSE | Financial | Investment Banking & Investment Services | US$108.78B | 53.1x | US$51.97 | 3.2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | |||
ICE | NYSE | Financial | Investment Banking & Investment Services | US$103.67B | 37.3x | 3.37 | US$180.78 | 0.6% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 6.6% Upside | Upgrade to Pro+ | |
UBS Group | NYSE | Financial | Investment Banking & Investment Services | US$98.43B | 20.5x | -0.23 | US$32.06 | 3.2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | -3.5% Downside | Upgrade to Pro+ | |
CME Group | NASDAQ | Financial | Investment Banking & Investment Services | US$97.75B | 27.3x | 2.07 | US$271.40 | -0.5% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 3% Upside | Upgrade to Pro+ | |
Brookfield | NYSE | Financial | Investment Banking & Investment Services | US$93.78B | 42.2x | -3.82 | US$61.29 | 2.8% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 12.6% Upside | Upgrade to Pro+ | |
Brookfield Asset Management | NYSE | Financial | Investment Banking & Investment Services | US$84.97B | 42.2x | 1.06 | US$55.71 | 3.2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 0.5% Upside | Upgrade to Pro+ | |
London Stock Exchange ADR | OTC Markets | Financial | Investment Banking & Investment Services | US$76.53B | 82.5x | -11.3 | US$36.62 | -0.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 9.9% Upside | Upgrade to Pro+ | |
Hong Kong Exchange & Clearing | OTC Markets | Financial | Investment Banking & Investment Services | US$66.79B | 36.9x | 1.51 | US$53.35 | 4.6% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
Bank of NY Mellon | NYSE | Financial | Investment Banking & Investment Services | US$65.24B | 14.8x | 0.26 | US$91.22 | 1.8% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 3.4% Upside | Upgrade to Pro+ | |
Deutsche Boerse ADR | OTC Markets | Financial | Investment Banking & Investment Services | US$57.87B | 25.1x | 1.9 | US$31.47 | -0.3% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 6% Upside | Upgrade to Pro+ | |
Ares Management | NYSE | Financial | Investment Banking & Investment Services | US$55.42B | 96.4x | -4.51 | US$169.84 | 2.7% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 6.7% Upside | Upgrade to Pro+ | |
CITIC Securities ADR | OTC Markets | Financial | Investment Banking & Investment Services | US$53.23B | 17.8x | 0.8 | US$28 | 0% | 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$53.07B | 7.7x | 0.25 | US$27.88 | 0.8% | 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$50.76B | 22x | 2.98 | US$140.15 | 2.8% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | -2.2% Downside | Upgrade to Pro+ | |
Nasdaq Inc | NASDAQ | Financial | Investment Banking & Investment Services | US$50.61B | 39.7x | 2.09 | US$88.10 | 1.6% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | -4.7% Downside | Upgrade to Pro+ | |
Ameriprise Financial | NYSE | Financial | Investment Banking & Investment Services | US$49.59B | 17.5x | US$521.20 | 0.4% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 0.3% Upside | Upgrade to Pro+ | ||
Interactive Brokers | NASDAQ | Financial | Investment Banking & Investment Services | US$38.71B | 28.2x | 1.18 | US$51.64 | 2.2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | -4.5% Downside | Upgrade to Pro+ | |
Tradeweb Markets | NASDAQ | Financial | Investment Banking & Investment Services | US$33.45B | 57.7x | 1.95 | US$141.47 | 1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 7.1% Upside | Upgrade to Pro+ | |
Raymond James Financial | NYSE | Financial | Investment Banking & Investment Services | US$32.45B | 13.7x | 0.54 | US$150.89 | -0.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 1.3% Upside | Upgrade to Pro+ | |
Partners Group Holding | OTC Markets | Financial | Investment Banking & Investment Services | US$32.24B | 23.1x | 1.93 | US$1,228.83 | -0.4% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
Raymond James Financial B | NYSE | Financial | Investment Banking & Investment Services | US$30.46B | 14.1x | 0.54 | US$25.14 | 0.2% | 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$29.57B | 119.5x | 5.22 | US$19.10 | 2.9% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 10.3% Upside | Upgrade to Pro+ | |
State Street Pref | NYSE | Financial | Investment Banking & Investment Services | US$29.35B | 11.4x | US$21.90 | 1.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | |||
State Street | NYSE | Financial | Investment Banking & Investment Services | US$29.35B | 11.4x | 0.17 | US$102.90 | 1.6% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 1.3% Upside | Upgrade to Pro+ | |
LPL Financial | NASDAQ | Financial | Investment Banking & Investment Services | US$28.28B | 24.6x | 3.02 | US$353.90 | -5.5% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 11.5% Upside | Upgrade to Pro+ | |
Cboe Global | NYSE | Financial | Investment Banking & Investment Services | US$24.05B | 30.1x | 14.11 | US$229.51 | -0.3% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | -1.2% Downside | Upgrade to Pro+ | |
Northern Trust | NASDAQ | Financial | Investment Banking & Investment Services | US$22.94B | 11x | 0.08 | US$118.18 | -2.2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | -11.8% Downside | Upgrade to Pro+ | |
China Galaxy Securities ADR | OTC Markets | Financial | Investment Banking & Investment Services | US$21.31B | 17.5x | 0.2 | US$26.50 | 0% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
T Rowe | NASDAQ | Financial | Investment Banking & Investment Services | US$20.93B | 10.8x | 2.25 | US$95.10 | 1.2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | -0.1% Downside | Upgrade to Pro+ | |
TPG Inc | NASDAQ | Financial | Investment Banking & Investment Services | US$18.73B | -161.7x | -52.01 | US$52.11 | 2.8% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 4.2% Upside | Upgrade to Pro+ | |
Nomura ADR | NYSE | Financial | Investment Banking & Investment Services | US$18.50B | 7.8x | 0.07 | US$6.24 | 1.6% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 14.9% Upside | Upgrade to Pro+ | |
Carlyle Group | NASDAQ | Financial | Investment Banking & Investment Services | US$17.75B | 16.2x | 0.06 | US$49.13 | 4.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 0.2% Upside | Upgrade to Pro+ | |
Axa Equitable | NYSE | Financial | Investment Banking & Investment Services | US$16.46B | 14.3x | 0.97 | US$54.02 | 0.3% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 16.9% Upside | Upgrade to Pro+ | |
Ares Capital | NASDAQ | Financial | Investment Banking & Investment Services | US$14.91B | 10.6x | US$21.52 | 0.2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | |||
Brookfield Asset Management Reinsurance Partners | NYSE | Financial | Investment Banking & Investment Services | US$14.90B | 26.8x | US$61.22 | 2.8% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ |