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Highest-rated stocks similar to LPLA by NexusTrade rating

Compare companies related to LPL Financial Holdings Inc. (LPLA), sorted by their latest eligible NexusTrade rating. Review each rating's fiscal period, model and date alongside dated fundamentals.

As of 2026-11-07T12:42:51.530Z

Eligible companies
91
Companies with usable ratings
91
Companies with dated fundamentals
86
List refreshed
2026-11-07
Underlying report dates
2025-12-31 to 2025-12-31
Market observation dates
2026-11-06 to 2026-11-06
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Ratings and dated fundamentals

Stored company report ratings

Scale: 0 to 4.5 / 5 · zero baseline

Stored company report ratings

  • V+4.5 / 5
  • CBOE+4 / 5
  • FUTU+4 / 5
  • HLNE+4 / 5
  • IBKR+4 / 5
  • SEIC+4 / 5
  • TW+4 / 5
  • AMG+3.5 / 5
  • AMP+3.5 / 5
  • APAM+3.5 / 5

Exact eligible report scores in ranking order. Ratings summarize dated reports, not future returns; report and market dates remain in the table. Showing the first 10 of 86 recorded values; the complete table remains available below.

See the complete ratings and dated fundamentals

Scroll sideways to compare all columns. Select a heading to sort.

1VISA Inc.V4.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$422.65$720,243,230,119.130.6419.95
2Cboe Global Markets, Inc.CBOE42025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$353.27$36,856,742,118.4524.896.22
3Futu Holdings Limited American Depositary SharesFUTU42025-12-312025 FYopenrouter::anthropic/claude-haiku-5.52026-11-06$98.06$13,744,837,564.919.442.65
4Hamilton Lane Incorporated Class A Common StockHLNE42025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$89.46$3,878,016,479.8213.732.01
5Interactive Brokers Group, Inc. Class A Common StockIBKR42025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$75.82$34,352,386,925.226.791.48
6SEI Investments CoSEIC42025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$105.3$12,487,301,763.317.57Not reported
7Tradeweb Markets Inc. Class A Common StockTW42025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$127.73$29,650,502,132.3832.624.04
8Affiliated Managers GroupAMG3.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$362.96$9,386,121,281.6810.962.23
9Ameriprise Financial, Inc.AMP3.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$501.49$43,535,585,078.8110.468.52
10ARTISAN PARTNERS ASSET MANAGEMENT INC.APAM3.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$39.13$3,172,415,524.4610.275.42
11Bank of America CorporationBAC3.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$49.42$341,008,329,076.5210.621.15
12Brookfield Asset Management Ltd.BAM3.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$52.95$84,573,347,191.3527.597.13
13Blackrock, Inc.BLK3.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$1,178.87$182,260,409,407.2326.372.69
14Cohen & Steers Inc.CNS3.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$73.2$3,764,889,890.422.35.03
15Federated Hermes, Inc.FHI3.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$63.99$4,777,511,381.1911.393.27
16Hennessy Advisors, Inc.HNNA3.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$10.19$80,545,937.99.750.8
17Intercontinental Exchange Inc.ICE3.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$172.27$96,274,538,635.2423.133.21
18JPMorgan Chase & Co.JPM3.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$334.49$888,274,824,665.4113.462.39
19Northern Trust CorpNTRS3.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$172.76$31,289,912,164.5612.892.34
20Qfin Holdings, Inc. American Depositary SharesQFIN3.52025-12-312025 FYopenrouter::anthropic/claude-haiku-5.52026-11-06$5.58$680,268,6810.80.2
21Banco Santander S.A.SAN3.52025-12-312025 FYopenrouter::anthropic/claude-haiku-5.52026-11-06$11.74$172,452,610,953.489.841.3
22The Charles Schwab CorporationSCHW3.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$91.49$158,216,924,473.8615.673.16
23State Street CorporationSTT3.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$165.56$45,045,240,799.0812.221.57
24T Rowe Price Group IncTROW3.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$108.41$23,126,663,962.8910.571.83
25Victory Capital Holdings, Inc. Class A Common StockVCTR3.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$119.24$7,369,500,493.9616.173.04
26WisdomTree, Inc.WT3.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$19.48$2,939,218,839.5226.626.59
27AllianceBernstein Holding, L.P.AB32025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$34.09$3,133,942,823.6910.052.6
28Apollo Global Management, Inc.APO32025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$116.75$68,933,004,182Not reported1.91
29Franklin Templeton, Inc.BEN32025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$33.73$17,137,434,174.321.081.19
30Bank of New York Mellon CorporationBNY32025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$147.72$99,400,564,942.815.192.25
31Blackstone Inc.BX32025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$119.5$89,699,701,12325.494
32Blackstone Secured Lending FundBXSL32025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$24.09$5,619,825,652.6520.230.96
33Deutsche Bank AktiengesellschaftDB32025-12-312025 FYopenrouter::anthropic/claude-haiku-5.52026-11-06$34.84$64,596,844,000Not reportedNot reported
34Shift4 Payments, Inc.FOUR32025-12-312025 FYopenrouter::anthropic/claude-haiku-5.52026-11-06$43.96$3,294,535,778.2428.62.09
35Goldman Sachs Group Inc.GS32025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$865.82$249,732,430,653.0611.262
36Robinhood Markets, Inc. Class A Common StockHOOD32025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$80.91$72,744,746,708.4336.677.22
37HILLTOP HOLDINGS INC.HTH32025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$36.4$2,067,120,109.614.680.97
38Invesco LTDIVZ32025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$27.08$11,902,443,641.04856.290.87
39Jefferies Financial Group Inc.JEF32025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$47.38$10,881,183,768.5811.971.01
40KKR & Co. Inc.KKR32025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$96.48$86,603,882,784.4827.481.08
41Lazard, Inc.LAZ32025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$38.31$4,205,787,802.6822.774.01
42Morgan StanleyMS32025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$181.44$283,598,678,865.613.872.4
43Blue Owl Capital Inc.OWL32025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$9.82$6,803,091,292.2871.941.26
44PagSeguro Digital Ltd.PAGS32025-12-312025 FYopenrouter::anthropic/claude-haiku-5.52026-11-06$7.6$2,094,909,767.25.520.79
45Principal Financial Group, Inc.PFG32025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$110.91$23,554,673,954.9711.911.92
46Prudential Financial, Inc.PRU32025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$119.24$40,899,320,00010.551.26
47Siebert Financial CorpSIEB32025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$1.78$73,159,666.08Not reported0.83
48VOYA FINANCIAL, INC.VOYA32025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$99.01$8,843,562,110.8814.151.51
49Virtus Investment Partners, Inc.VRTS32025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$127.35$843,399,571.57.270.73
50Waterdrop Inc. American Depositary Shares (each representing the right to receive 10 Class A Ordinary Shares)WDH32025-12-312025 FYopenrouter::anthropic/claude-haiku-5.52026-11-06$1.01$364,492,326.924.510.49
51WEX Inc.WEX32025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$182.22$5,988,486,826.5614.85.2
52XP Inc. Class A Common StockXP32025-12-312025 FYopenrouter::anthropic/claude-haiku-5.52026-11-06$15.14$7,682,686,702.068.31.8
53Block, Inc.XYZ32025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$85.48$51,355,956,600111.372.25
54Acadian Asset Management Inc.AAMI2.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$90.96$3,211,140,868.826.3616.02
55BGC Group, Inc. Class A Common StockBGC2.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$10.48$4,982,889,150.5625.053.91
56Webull Corporation Class A Ordinary SharesBULL2.52025-12-312025 FYopenrouter::anthropic/claude-haiku-5.52026-11-06$4.92$2,655,280,753.2107.192.61
57The Carlyle Group Inc. Common StockCG2.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$39.7$14,146,412,080.638.871.96
58Equitable Holdings, Inc.EQH2.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$52.66$14,043,227,302.58Not reported57.55
59Freedom Holding Corp.FRHC2.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$178.85$11,408,424,064.173.87.43
60GCM Grosvenor Inc. Class A Common StockGCMG2.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$12.66$2,567,347,98657.6920.98
61US Global Investors IncGROW2.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$2.5$30,745,49010.060.68
62Lesaka Technologies, Inc. Common StockLSAK2.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$3.52$304,616,484.48106.061.08
63Marex Group Limited Ordinary SharesMRX2.52025-12-312025 FYopenrouter::anthropic/claude-haiku-5.52026-11-06$66.18$4,760,384,976.615.473.77
64Nomura Holdings, IncNMR2.52025-12-312025 FYopenrouter::anthropic/claude-haiku-5.52026-11-06$9.42$29,094,259,701.4212.11.2
65Noah Holdings Limited American Depositary Shares (each representing five (5) Ordinary shares)NOAH2.52025-12-312025 FYopenrouter::anthropic/claude-haiku-5.52026-11-06$6.93$464,667,985.785.810.33
66Nayax Ltd. Ordinary SharesNYAX2.52025-12-312025 FYopenrouter::anthropic/claude-haiku-5.52026-11-06$47.66$1,781,442,104.7450.167.71
67Oppenheimer Holdings, Inc.OPY2.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$90.72$971,720,517.611.220.97
68Patria Investments Limited Class A Common SharesPAX2.52025-12-312025 FYopenrouter::anthropic/claude-haiku-5.52026-11-06$9.5$1,544,035,769.517.052.44
69Priority Technology Holdings, Inc.PRTH2.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$7.88$650,682,024.6815.95Not reported
70Silvercrest Asset Management Group Inc.SAMG2.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$10.68$83,536,631.7689.341.09
71StoneX Group Inc. Common StockSNEX2.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$54.31$6,550,694,877.8512.432.3
72StepStone Group Inc. Class A Common StockSTEP2.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$47.45$3,904,608,637.15Not reported3.15
73TPG Inc. Class A Common StockTPG2.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$46.5$17,880,399,898.566.544.51
74WESTWOOD HOLDINGS GROUP, INC.WHG2.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$18.63$177,310,168.0224.261.36
75Aegon Ltd.AEG22025-12-312025 FYopenrouter::anthropic/claude-haiku-5.52026-11-06$8.3$12,089,828,164.910.921.09
76AlTi Global, Inc. Class A Common StockALTI22025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$2.34$269,263,016.1Not reported0.31
77Binah Capital Group, Inc. Common StockBCG22025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$1.11$18,936,745.414.540.91
78Cohen & Company IncCOHN22025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$10.19$32,903,204.31.850.3
79Vinci Compass Investments Ltd. Class A Common SharesVINP22025-12-312025 FYopenrouter::anthropic/claude-haiku-5.52026-11-06$8.61$565,257,408.8714.391.52
80Waton Financial Limited Ordinary SharesWTF22025-12-312025 FYopenrouter::anthropic/claude-haiku-5.52026-11-06$1.98$95,269,007.2Not reported4.39
81Amber International Holding Limited American Depositary SharesAMBR1.52025-12-312025 FYopenrouter::anthropic/claude-haiku-5.52026-11-06$1.67$2,607,889,089.98991.5923.64
82AtlasClear Holdings, Inc.ATCH1.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$0.14$20,589,333.6910.490.97
83Garden Stage Limited Class A Ordinary SharesGSIW1.52025-12-312025 FYopenrouter::anthropic/claude-haiku-5.52026-11-06$10.33$15,106,581.67Not reported0.62
84MDB Capital Holdings, LLC Class A commonMDBH1.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$1.55$8,429,879.6Not reported0.17
85Plutus Financial Group Limited Ordinary SharesPLUT1.52025-12-312025 FYopenrouter::anthropic/claude-haiku-5.52026-11-06$1.1$16,885,000Not reported1.51
86SHF Holdings, Inc. Class A Common StockSHFS1.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$0.03$27,029.72Not reported0

86 companies with eligible ratings and dated fundamentals, from 91 eligible companies in this selection.

Inspect a rated peer

Step 1 of 3

Ratings and dated fundamentals

LPL Financial Holdings Inc. (LPLA): source evidence dated 2026-11-07T12:42:51.530Z.

Rank
1
Company
VISA Inc.
Ticker
V
Rating / 5
4.5
Report date
2025-12-31
Fiscal period
2025 FY
Model
anthropic/claude-haiku-5-5
Market day
2026-11-06
What you should see

The selected ticker, rating, report date and producing model match the first displayed row. Equal ratings use ticker order.

Step 2 of 3

Which recorded peer has the highest usable rating?

The provider's peer set defines membership. It does not establish identical risk or business models. Read report dates and producing models.

NexusTrade stock ratings and report filters
Median market capitalization
$6,269,590,852.21 · 86 / 86 displayed companies
Median positive P/E (TTM)
14.8 · 75 / 86 displayed companies
Median positive price / book
2 · 83 / 86 displayed companies
Largest company by market cap
JPMorgan Chase & Co. (JPM) · $888,274,824,665.41
Largest company's share of displayed market cap
20.62% · Sum of displayed market caps; not portfolio weights or revenue exposure
What you should see

Check each median’s included count and each company’s market date. These are unweighted summaries of displayed companies, not a sector index or revenue exposure.

Step 3 of 3

Research LPLA

Open a peer's company view and compare how it actually earns revenue with the anchor company.

Research LPLA
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

How these companies are related

Peer membership comes from the same related-company provider used by NexusTrade's stock research. The provider identifies related companies using news coverage and returns data. A related company can be a competitor or a thematic peer; this list does not imply identical products or financial exposure.

Peer membership was fetched 2026-10-12.

The rating determines the order after peer membership is selected. The anchor company is excluded. Companies without an eligible report rating or dated fundamentals are counted in coverage and left out of the ranked table.

What best means in this list

This list was refreshed on 2026-11-07 using existing company reports. The report date in each row is the date of the underlying analysis; refreshing the list does not create a new company report.

Best means the highest stored NexusTrade report ratings within this selection. Ratings use the product's 1-to-5 scale. The list sorts by rating from high to low, with ticker order breaking equal-rating ties. A rating summarizes a report; it does not predict a stock's return.

The peer set comes from the recorded related-company provider. Similarity defines which companies enter this comparison; it does not establish that they have equal business models, risk or expected returns.

What the leading companies do

The first 5 companies below lead the ratings in this snapshot; equal ratings are ordered by ticker. Their company profiles describe different businesses even when they share the LPL Financial Holdings Inc. (LPLA) selection.

These are company descriptions, not estimates of revenue from this theme. Industry membership does not identify a pure-play business or establish how much sales depend on it. Open the company profile and examine segment disclosures before treating an overlapping classification as equivalent exposure.

  1. VISA Inc. (V): 4.5 / 5

    Visa Inc. operates as a payment technology company in the United States and internationally. The company operates VisaNet, a transaction processing network that enables authorization, clearing, and settlement of payment transactions. It also offers credit, debit, and prepaid card products; tap to pay, tokenization, and click to pay services; Visa Direct, a solution that facilitates the delivery of funds to eligible cards, bank accounts, and digital wallets; Visa B2B Connect, a multilateral business-to-business cross-border payments network; Visa Cross-Border Solution, a cross-border consumer payments solution; and Visa DPS that provides a range of value-added services, including fraud mitigation, dispute management, data analytics, campaign management, a suite of digital solutions, and contact center services. The company also provides acceptance solutions, which include Cybersource and Authorize.net that provides new and enhanced payment integrations with ecommerce platforms, enabling sellers and acquirers to offer tailored commerce experiences; risk and identity solutions, such as Visa Advanced Authorization, Visa Secure, Visa Consumer Authentication Service, Visa Protect Authentication Intelligence, and Visa Provisioning Intelligence; and Visa Consulting and Analytics, a payment consulting advisory services. It provides its services under the Visa, Visa Electron, Interlink, V PAY, and PLUS brands. The company serves merchants, financial institutions, and government entities. Visa Inc. was founded in 1958 and is headquartered in San Francisco, California.

  2. Cboe Global Markets, Inc. (CBOE): 4 / 5

    Cboe Global Markets, Inc., through its subsidiaries, operates as an options exchange in the United States and internationally. It operates through six segments: Options, North American Equities, Europe and Asia Pacific, Futures, Global FX, and Digital. The Options segment trades in listed market indices. Its North American Equities segment trades in listed U.S. and Canadian equities. This segment also offers exchange-traded products (ETP) transaction and listing services. The Europe and Asia Pacific segment provides pan-European listed equities and derivatives transaction services, ETPs, exchange-traded commodities, and international depository receipts, as well as ETP listings and clearing services. Its Futures segment offers and trades in futures and other related products. The Global FX segment provides institutional foreign exchange (FX) trading and non-deliverable forward FX transactions services. Its Digital segment offers Cboe Digital, an operator of the United States based digital asset spot market and a regulated futures exchange; Cboe Clear Digital, a regulated clearinghouse; licensing of proprietary market data; and access and capacity services. It has strategic relationships with S&P Dow Jones Indices, LLC; Frank Russell Company; FTSE International Limited; and MSCI Inc. The company was formerly known as CBOE Holdings, Inc. and changed its name to Cboe Global Markets, Inc. in October 2017. Cboe Global Markets, Inc. was founded in 1973 and is headquartered in Chicago, Illinois.

  3. Futu Holdings Limited American Depositary Shares (FUTU): 4 / 5

    Futu Holdings Limited provides digitalized securities brokerage and wealth management product distribution service in Hong Kong and internationally. The company offers online financial services, including securities and derivative trades brokerage, margin financing and fund distribution services through its Futubull and Moomoo digital platforms. It also provides financial information and online community services; online wealth management services under the Money Plus brand name through its Futubull and moomoo platforms, which provides its client access to mutual funds, private funds, bonds, structured products, and other wealth management products; market data and information services; and NiuNiu Community, an open forum for users and clients to share insights, ask questions, and exchange ideas. Futu Holdings Limited was founded in 2007 and is headquartered in Admiralty, Hong Kong.

  4. Hamilton Lane Incorporated Class A Common Stock (HLNE): 4 / 5

    Hamilton Lane Incorporated is a private equity and venture capital firm specializing in early venture, emerging growth, turnaround, middle market, mature, mid-venture, bridge, buyout, distressed/vulture, loan, mezzanine in growth capital companies. The firm manages alternative investment strategies like direct credit, direct, fund of fund, evergreen and real assets. For primary and secondary fund of fund investments, the firm focuses to invest in private equity, buyout, special situations, credit, growth equity, middle market, mature, turnarounds, mezzanine and venture capital funds. The firm prefers to invest in disruptive technologies and innovative companies. It prefers to invest in space, engine, alternative energy resources, environmental & facilities services, households durables, leisure products, textiles, manufacturing services, water purification, online training service, healthcare services & technology, energy, industrials, commercial services, internet software & services, consumer discretionary, health care, real estate, information technology, tech-enabled businesses, financials, utilities, and consumer services. The firm prefers to invest in Africa/Middle East, Asia/Pacific, Europe, Southeast Asia, Korea, China, India, Latin America and Caribbean, United States of America, New York, Florida, Arizona, Nevada, New Mexico, Oregon, Washington, California and surrounding states, Australia, Japan, Brazil, United Kingdom, and Canada. The firm prefers to invest between $0.25 million and $100 million in companies with small- to mid-sized enterprise values. It prefers to take majority stake. Hamilton Lane Incorporated was founded in 1991 and is based in Conshohocken, Pennsylvania with additional offices across Europe, North America, Asia Pacific and the Middle East.

  5. Interactive Brokers Group, Inc. Class A Common Stock (IBKR): 4 / 5

    Interactive Brokers Group, Inc. operates as an automated electronic broker in the United States and internationally. The company engages in the execution, clearance, and settlement of trades in stocks, options, futures, foreign exchange instruments, bonds, mutual funds, exchange traded funds (ETFs), precious metals, and cryptocurrencies. It also offers custody and service accounts for hedge and mutual funds, ETFs, registered investment advisors, proprietary trading groups, introducing brokers, and individual investors. In addition, the company provides custody, prime brokerage, securities, and margin lending services. It serves institutional and individual customers through electronic exchanges and market centers. Interactive Brokers Group, Inc. was founded in 1977 and is headquartered in Greenwich, Connecticut.

Valuation and company size within this selection

These summaries use the 86 displayed companies. Each company retains its own market observation date in the ratings table above. Medians are unweighted; they are not a sector index valuation.

Positive P/E and price-to-book values are summarized separately. Missing, zero and negative values are excluded from those medians, with the included count shown. A lower multiple alone does not establish better value: profitability, growth, debt and business mix can differ.

Show the table · 5 rows, 3 columns

Scroll sideways to compare all columns. Select a heading to sort.

Median market capitalization$6,269,590,852.2186 / 86 displayed companies
Median positive P/E (TTM)14.875 / 86 displayed companies
Median positive price / book283 / 86 displayed companies
Largest company by market capJPMorgan Chase & Co. (JPM)$888,274,824,665.41
Largest company's share of displayed market cap20.62%Sum of displayed market caps; not portfolio weights or revenue exposure

Other business classifications in the list

A company can appear in several product and revenue classifications. These overlapping memberships help identify different business mixes to investigate; they are not verified revenue shares or mutually exclusive subindustries.

Show the table · 5 rows, 2 columns
Additional classificationMatching displayed companies
Financial Services86 / 86
Asset Management66 / 86
Brokerage47 / 86
Financial Infrastructure40 / 86
Banking31 / 86

Dates and coverage

Report dates range from 2025-12-31 to 2025-12-31. Market observations range from 2026-11-06 to 2026-11-06. These dates may differ across companies. Daily closes are not synchronized live quotes.

The selection includes 0 companies without a report, 0 with invalid latest rating metadata, 0 with older reports, 5 with missing required fundamentals and 0 with out-of-date market observations. Missing companies receive no substitute score.

How the ranking is built

The ranking uses the latest stored report at or before the refresh cutoff for each active eligible company. The report date, fiscal year/period and producing model remain visible. The latest invalid score is excluded; an older favorable score does not replace it. Publication policy stock-ratings-v1 accepts report ages up to 550 days and market observations up to 10 calendar days, with a positive close and market capitalization. Optional missing ratios remain not reported.

Report ages can differ substantially, particularly between annual and quarterly reports. Different producing models may also use different judgments. Read the date, fiscal period and model before comparing scores. Private report analysis and account data are not published here.

A refresh reads existing reports and market data. It does not rerun a model or create a new analysis. Compare business fundamentals and your own research constraints alongside the score before making a decision.

Aurora · AI research assistant

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