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Stock report rankings

Highest-rated stocks similar to STT by NexusTrade rating

Compare companies related to State Street Corporation (STT), 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
96
Companies with usable ratings
96
Companies with dated fundamentals
93
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 · zero baseline

Stored company report ratings

  • CBOE+4 / 5
  • FUTU+4 / 5
  • HLNE+4 / 5
  • IBKR+4 / 5
  • SEIC+4 / 5
  • TW+4 / 5
  • AUB+3.5 / 5
  • AX+3.5 / 5
  • AXP+3.5 / 5
  • BAC+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 93 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.

1Cboe Global Markets, Inc.CBOE42025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$353.27$36,856,742,118.4524.896.22
2Futu Holdings Limited American Depositary SharesFUTU42025-12-312025 FYopenrouter::anthropic/claude-haiku-5.52026-11-06$98.06$13,744,837,564.919.442.65
3Hamilton Lane Incorporated Class A Common StockHLNE42025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$89.46$3,878,016,479.8213.732.01
4Interactive 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
5SEI Investments CoSEIC42025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$105.3$12,487,301,763.317.57Not reported
6Tradeweb Markets Inc. Class A Common StockTW42025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$127.73$29,650,502,132.3832.624.04
7Atlantic Union Bankshares CorporationAUB3.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$39.34$5,505,913,612.2210.351.09
8Axos Financial, Inc. Common StockAX3.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$92.67$5,256,336,367.3810.351.6
9American Express CompanyAXP3.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$320.99$215,240,492,257.8217.566.01
10Bank of America CorporationBAC3.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$49.42$341,008,329,076.5210.621.15
11Bancfirst CorpBANF3.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$115.2$3,870,575,42415.371.98
12Blackrock, Inc.BLK3.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$1,178.87$182,260,409,407.2326.372.69
13Pathward Financial, Inc. Common StockCASH3.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$76.26$1,584,176,586.129.011.86
14Commerce Bancshares IncCBSH3.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$55.04$7,791,278,841.613.051.85
15CNB Financial Corp/PACCNE3.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$35.78$1,059,711,072.929.051.16
16CVB Financial CorpCVBF3.52025-12-312025 FYopenrouter::anthropic/claude-haiku-5.52026-11-06$22.74$4,002,181,671.919.341.26
17Citizens Financial Services, Inc. Common StockCZFS3.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$84.87$408,282,835.959.51.16
18Huntington Bancshares IncHBAN3.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$15.47$31,178,040,772.9712.520.97
19HDFC Bank LimitedHDB3.52025-12-312025 FYopenrouter::anthropic/claude-haiku-5.52026-11-06$25.14$128,996,426,588.6417.171.32
20HSBC Holdings PLCHSBC3.52025-12-312025 FYopenrouter::anthropic/claude-haiku-5.52026-11-06$87.06$299,200,213,582.0812.941.45
21Intercontinental Exchange Inc.ICE3.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$172.27$96,274,538,635.2423.133.21
22JPMorgan Chase & Co.JPM3.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$334.49$888,274,824,665.4113.462.39
23M&T Bank Corp.MTB3.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$217.75$31,232,847,785.7510.361.11
24Nicolet Bankshares,Inc.NIC3.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$173.12$3,599,001,201.620.431.61
25The Bank of N.T. Butterfield & Son LimitedNTB3.52025-12-312025 FYopenrouter::anthropic/claude-haiku-5.52026-11-06$54.74$2,165,209,552.949.341.9
26Northern Trust CorpNTRS3.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$172.76$31,289,912,164.5612.892.34
27Old National BancorpONB3.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$24.93$9,429,971,9409.851.14
28PNC Financial Services GroupPNC3.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$225.38$89,425,827,668.4211.281.43
29Red River Bancshares, Inc. Common StockRRBI3.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$103.55$681,784,176.314.841.77
30Banco Santander S.A.SAN3.52025-12-312025 FYopenrouter::anthropic/claude-haiku-5.52026-11-06$11.74$172,452,610,953.489.841.3
31The Charles Schwab CorporationSCHW3.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$91.49$158,216,924,473.8615.673.16
32SouthState Bank CorporationSSB3.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$104.11$10,065,432,257.8410.851.11
33S&T Bancorp IncSTBA3.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$50.78$1,790,836,119.9212.411.27
34Trustmark CorpTRMK3.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$44.64$2,577,292,274.8810.941.23
35United Bankshares IncUBSI3.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$48.22$6,485,961,149.3412.641.2
36United Community Banks, Inc.UCB3.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$36.99$4,423,762,233.3630.171.26
37UMB Financial CorpUMBF3.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$133.77$10,160,185,990.59.841.29
38WSFS Financial CorpWSFS3.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$78.94$3,987,080,364.0811.971.53
39WisdomTree, Inc.WT3.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$19.48$2,939,218,839.5226.626.59
40Alerus Financial Corporation Common StockALRS32025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$33.81$836,650,494.1227.91.45
41Associated Banc-CorpASB32025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$30.36$5,638,026,964.6810.71.03
42Barclays PLCBCS32025-12-312025 FYopenrouter::anthropic/claude-haiku-5.52026-11-06$22.33$75,353,490,302.867.920.72
43Bank of New York Mellon CorporationBNY32025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$147.72$99,400,564,942.815.192.25
44BOK Financial CorpBOKF32025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$129.48$7,867,045,928.0411.751.33
45First Busey Corporation Class A Common StockBUSE32025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$28.63$2,297,754,188.1101.02
46Blackstone Secured Lending FundBXSL32025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$24.09$5,619,825,652.6520.230.96
47Community Financial System, Inc.CBU32025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$64.74$3,406,353,689.714.941.64
48C&F Financial CorpCFFI32025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$105.12$341,616,453.1211.281.27
49Citizens Financial Group, Inc.CFG32025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$63.24$26,509,893,633.9611.691.05
50Deutsche Bank AktiengesellschaftDB32025-12-312025 FYopenrouter::anthropic/claude-haiku-5.52026-11-06$34.84$64,596,844,000Not reportedNot reported
51Eagle Financial Services Inc Common StockEFSI32025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$45.71$247,364,921.6513.271.28
52First Community CorpFCCO32025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$32.92$309,439,144.5213.391.36
53First Citizens BancShares IncFCNCA32025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$2,273.74$25,677,618,668.810.731.19
54First Horizon CorporationFHN32025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$23.04$10,848,701,721.615.281.19
55German American Bancorp, Inc.GABC32025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$50.08$1,881,952,463.8412.921.63
56Goldman Sachs Group Inc.GS32025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$865.82$249,732,430,653.0611.262
57HILLTOP HOLDINGS INC.HTH32025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$36.4$2,067,120,109.614.680.97
58LPL Financial Holdings Inc.LPLA32025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$295.51$23,010,894,725.6316.523.96
59Morgan StanleyMS32025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$181.44$283,598,678,865.613.872.4
60PagSeguro Digital Ltd.PAGS32025-12-312025 FYopenrouter::anthropic/claude-haiku-5.52026-11-06$7.6$2,094,909,767.25.520.79
61Southside Bancshares, Inc.SBSI32025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$34.08$1,014,947,862.7210.251.2
62Shinhan Financial Group Co LtdSHG32025-12-312025 FYopenrouter::anthropic/claude-haiku-5.52026-11-06$63.52$28,262,423,780.927.890.68
63SoFi Technologies, Inc. Common StockSOFI32025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$16.21$21,037,993,645.8728.511.86
64Texas Capital Bancshares, Inc. Common Stock, par value $0.01 per shareTCBI32025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$101.03$4,286,748,969.6811.811.23
65Truist Financial CorporationTFC32025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$49.38$59,181,357,784.5611.410.96
66UBS Group AGUBS32025-12-312025 FYopenrouter::anthropic/claude-haiku-5.52026-11-06$47.78$144,785,625,850.8418.571.6
67Univest Financial Corporation Common StockUVSP32025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$40.47$1,098,513,471.1211.641.16
68VOYA FINANCIAL, INC.VOYA32025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$99.01$8,843,562,110.8814.151.51
69Westamerica BancorporationWABC32025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$59.84$1,382,144,646.0812.491.75
70WesBanco IncWSBC32025-12-312025 FYopenrouter::anthropic/claude-haiku-5.52026-11-06$38.59$3,704,066,050.9310.230.91
71Zions Bancorporation N.A.ZION32025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$64.76$9,386,700,822.927.741.22
72Amerant Bancorp Inc.AMTB2.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$29.6$1,154,911,458.417.151.37
73BGC 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
74The Carlyle Group Inc. Common StockCG2.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$39.7$14,146,412,080.638.871.96
75Eastern Bankshares, Inc. Common StockEBC2.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$22.84$5,128,840,151.3213.461.22
76Green Dot CorporationGDOT2.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$12.24$697,498,590.96Not reported0.74
77KeyCorpKEY2.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$20.85$22,017,178,183.6510.391.24
78Mizuho Financial Group, Inc. American Depositary Shares (Each representing one-fifth of an Ordinary Share)MFG2.52025-12-312025 FYopenrouter::anthropic/claude-haiku-5.52026-11-06$9.4$117,022,883,91815.211.62
79MainStreet Bancshares, Inc. Common StockMNSB2.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$22.11$157,411,384.989.080.73
80MVB Financial Corp. Common StockMVBF2.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$25.91$336,920,192.71Not reported1.02
81NewtekOne, Inc. Common StockNEWT2.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$10.7$309,005,310.75.30.74
82Nomura Holdings, IncNMR2.52025-12-312025 FYopenrouter::anthropic/claude-haiku-5.52026-11-06$9.42$29,094,259,701.4212.11.2
83Patria 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
84Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock)SMFG2.52025-12-312025 FYopenrouter::anthropic/claude-haiku-5.52026-11-06$23.31$146,581,318,888.218.471.27
85StepStone 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
86Triumph Financial, Inc.TFIN2.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$61.23$1,464,714,057.329.081.5
87TPG Inc. Class A Common StockTPG2.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$46.5$17,880,399,898.566.544.51
88Banco BBVA Argentina S.A.BBAR22025-12-312025 FYopenrouter::anthropic/claude-haiku-5.52026-11-06$10.6$2,164,908,945.8Not reportedNot reported
89Banco Macro S.A.BMA22025-12-312025 FYopenrouter::anthropic/claude-haiku-5.52026-11-06$57.76$3,628,223,505.45Not reportedNot reported
90Cohen & Company IncCOHN22025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$10.19$32,903,204.31.850.3
91TROOPS, Inc. Ordinary SharesTROO22025-12-312025 FYopenrouter::anthropic/claude-haiku-5.52026-11-06$1.83$223,553,103.78Not reported4.56
92Amber 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
93Vroom, Inc. Common StockVRM1.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$6.53$34,180,325.09Not reported0.28

93 companies with eligible ratings and dated fundamentals, from 96 eligible companies in this selection.

Inspect a rated peer

Step 1 of 3

Ratings and dated fundamentals

State Street Corporation (STT): source evidence dated 2026-11-07T12:42:51.530Z.

Rank
1
Company
Cboe Global Markets, Inc.
Ticker
CBOE
Rating / 5
4
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
$5,619,825,652.65 · 93 / 93 displayed companies
Median positive P/E (TTM)
12.89 · 85 / 93 displayed companies
Median positive price / book
1.33 · 89 / 93 displayed companies
Largest company by market cap
JPMorgan Chase & Co. (JPM) · $888,274,824,665.41
Largest company's share of displayed market cap
20.04% · 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 STT

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

Research STT
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 State Street Corporation (STT) 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. 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.

  2. 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.

  3. 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.

  4. 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.

  5. SEI Investments Co (SEIC): 4 / 5

    SEI Investments Company is a publicly owned asset management holding company. Through its subsidiaries, the firm provides wealth management, retirement and investment solutions, asset management, asset administration, investment processing outsourcing solutions, financial services, and investment advisory services to its clients. It provides its services to private banks, independent financial advisers, institutional investors, investment managers, investment advisors, wealth management organizations, corporations, retirement scheme sponsors, not-for-profit organizations, hedge fund managers, registered investment advisers, independent broker-dealers, financial planners, life insurance agents, defined-benefit schemes, defined-contribution schemes, endowments, foundations, and board-designated fund, through its subsidiaries. Through its subsidiaries, the firm manages separate client-focused portfolios. It also launches and manages equity, fixed income, and balanced mutual funds, through its subsidiaries. Through its subsidiaries, the firm invests in public equity and fixed income markets. It employs fundamental and quantitative analysis with a focus on top-down and bottom-up analysis to make its investments, through its subsidiaries. SEI Investments Company was founded in 1968 and is based in Oaks, Pennsylvania with additional offices in North America, Europe, Asia and Africa.

Valuation and company size within this selection

These summaries use the 93 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.

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Median market capitalization$5,619,825,652.6593 / 93 displayed companies
Median positive P/E (TTM)12.8985 / 93 displayed companies
Median positive price / book1.3389 / 93 displayed companies
Largest company by market capJPMorgan Chase & Co. (JPM)$888,274,824,665.41
Largest company's share of displayed market cap20.04%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 Services93 / 93
Banking80 / 93
Asset Management78 / 93
Brokerage73 / 93
Payments56 / 93

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, 3 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.

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