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Stock report rankings

Highest-rated stocks similar to UPST by NexusTrade rating

Compare companies related to Upstart Holdings, Inc. Common stock (UPST), 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
89
Companies with usable ratings
89
Companies with dated fundamentals
85
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

  • INTU+4 / 5
  • NDAQ+4 / 5
  • NICE+4 / 5
  • TW+4 / 5
  • BR+3.5 / 5
  • CART+3.5 / 5
  • CPAY+3.5 / 5
  • EXLS+3.5 / 5
  • ICE+3.5 / 5
  • INOD+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 85 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.

1Intuit IncINTU42025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$341.5$91,261,094,00019.994.81
2Nasdaq, Inc. Common StockNDAQ42025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$107.12$59,447,609,887.1228.534.95
3NICE LtdNICE42025-12-312025 FYopenrouter::anthropic/claude-haiku-5.52026-11-06$96.15$5,810,110,086.39.491.5
4Tradeweb Markets Inc. Class A Common StockTW42025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$127.73$29,650,502,132.3832.624.04
5Broadridge Financial Solutions IncBR3.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$190.4$21,535,427,334.420.448.24
6Maplebear Inc. Common StockCART3.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$58.12$13,752,940,830.828.475.36
7Corpay, Inc.CPAY3.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$455.16$29,117,416,777.3223.467.95
8ExlService Holdings, Inc.EXLS3.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$43.15$6,506,533,742.6524.977.01
9Intercontinental Exchange Inc.ICE3.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$172.27$96,274,538,635.2423.133.21
10Innodata Inc.INOD3.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$37.03$1,274,301,984.7626.297.22
11Liquidity Services, Inc.LQDT3.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$43.64$1,367,311,809.5241.115.8
12Mercado Libre, IncMELI3.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$1,510$76,552,171,02040.59.34
13MarketAxess Holdings Inc.MKTX3.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$165.59$5,829,542,133.2519.964.52
14Pegasystems IncPEGA3.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$32.4$5,302,698,85817.999.66
15Qfin Holdings, Inc. American Depositary SharesQFIN3.52025-12-312025 FYopenrouter::anthropic/claude-haiku-5.52026-11-06$5.58$680,268,6810.80.2
16RB Global, Inc.RBA3.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$93.52$17,319,904,00035.772.86
17Toast, Inc.TOST3.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$34.67$20,039,260,00036.448.76
18Upwork Inc. Common StockUPWK3.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$10.02$1,260,286,932.7812.081.93
19X Financial American Depositary Shares, each representing six Class A Ordinary SharesXYF3.52025-12-312025 FYopenrouter::anthropic/claude-haiku-5.52026-11-06$5.75$224,746,321.791.070.2
20Full Truck Alliance Co. Ltd. American Depositary Shares (each representing 20 Class A Ordinary Shares)YMM3.52025-12-312025 FYopenrouter::anthropic/claude-haiku-5.52026-11-06$9.16$9,550,552,733.0514.981.62
21Alkami Technology, Inc. Common StockALKT32025-12-312025 FYopenrouter::anthropic/claude-haiku-5.52026-11-06$13.41$1,435,437,497.79Not reported3.99
22BILL Holdings, Inc.BILL32025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$52.41$4,469,356,144.62Not reported1.27
23CarGurus, Inc. Class A Common StockCARG32025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$33.74$3,005,339,147.7216.339.91
24Criteo S.A. Ordinary SharesCRTO32025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$15.42$758,886,649.38Not reported0.64
25CoStar Group IncCSGP32025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$30.55$12,291,405,370.468.861.54
26eGain CorporationEGAN32025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$5.95$155,720,228.6517.541.85
27EVERTEC, INC.EVTC32025-12-312025 FYopenrouter::anthropic/claude-haiku-5.52026-11-06$33.55$1,987,909,364.121.022.71
28Fidelity National Information Services, Inc.FIS32025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$28.73$14,809,460,110.124.280.91
29Flywire Corporation Voting Common StockFLYW32025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$21.57$2,642,216,179.3533.472.91
30Shift4 Payments, Inc.FOUR32025-12-312025 FYopenrouter::anthropic/claude-haiku-5.52026-11-06$43.96$3,294,535,778.2428.62.09
31Fiverr International Ltd.FVRR32025-12-312025 FYopenrouter::anthropic/claude-haiku-5.52026-11-06$8.3$298,391,042.414.220.72
32LexinFintech Holdings Ltd. American Depositary SharesLX32025-12-312025 FYopenrouter::anthropic/claude-haiku-5.52026-11-06$0.66$110,718,105.150.460.06
33Magnite, Inc. Common StockMGNI32025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$27.39$3,932,093,828.5221.744.09
34MakeMyTrip LimitedMMYT32025-12-312025 FYopenrouter::anthropic/claude-haiku-5.52026-11-06$51.1$4,806,397,628.293.02Not reported
35OppFi Inc.OPFI32025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$6.17$525,734,883.995.561.19
36PubMatic, Inc. Class A Common StockPUBM32025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$17.81$811,246,586.41Not reported3.4
37SoFi Technologies, Inc. Common StockSOFI32025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$16.21$21,037,993,645.8728.511.86
38StoneCo Ltd. Class A Common SharesSTNE32025-12-312025 FYopenrouter::anthropic/claude-haiku-5.52026-11-06$7.51$1,731,773,196.324.130.87
39WEX Inc.WEX32025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$182.22$5,988,486,826.5614.85.2
40Block, Inc.XYZ32025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$85.48$51,355,956,600111.372.25
41Atlanticus Holdings CorporationATLC2.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$91.23$1,400,177,330.796.241.65
42Blend Labs, Inc.BLND2.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$0.98$234,386,199Not reported2.4
43Helport AI Limited Ordinary SharesHPAI2.52025-12-312025 FYopenrouter::anthropic/claude-haiku-5.52026-11-06$0.37$14,072,414.96Not reported0.81
44Lesaka Technologies, Inc. Common StockLSAK2.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$3.52$304,616,484.48106.061.08
45Marqeta, Inc. Class A Common StockMQ2.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$18.59$1,935,197,324.0614.952.31
46Nayax Ltd. Ordinary SharesNYAX2.52025-12-312025 FYopenrouter::anthropic/claude-haiku-5.52026-11-06$47.66$1,781,442,104.7450.167.71
47Pagaya Technologies Ltd. Class A Ordinary SharesPGY2.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$17.5$1,495,427,3259.712.15
48Priority Technology Holdings, Inc.PRTH2.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$7.88$650,682,024.6815.95Not reported
49Repay Holdings Corporation Class A Common StockRPAY2.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$4.4$395,386,846.8Not reported0.84
50Riskified Ltd.RSKD2.52025-12-312025 FYopenrouter::anthropic/claude-haiku-5.52026-11-06$8.54$1,127,602,248.36Not reported3.83
51Zedge, Inc.ZDGE2.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$2.24$34,771,047.36Not reported1.45
52C3.ai, Inc.AI22025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$11.69$1,817,202,048.13Not reported2.62
53BigBear.ai Holdings, Inc.BBAI22025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$2.22$1,068,687,924.54Not reported1.57
54Freightos Limited Ordinary sharesCRGO22025-12-312025 FYopenrouter::anthropic/claude-haiku-5.52026-11-06$0.66$34,576,794.04Not reportedNot reported
55Cerence Inc. Common StockCRNC22025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$8.15$368,626,594.55Not reported2.22
56Cloudastructure, Inc. Class A Common StockCSAI22025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$1.57$1,365,661.17Not reported0.39
57DeFi Development Corp. Common StockDFDV22025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$3.35$103,842,596.5Not reportedNot reported
58DHI Group, Inc.DHX22025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$4.35$184,766,776.3524.671.97
59Fangdd Network Group Ltd. Class A Ordinary SharesDUO22025-12-312025 FYopenrouter::anthropic/claude-haiku-5.52026-11-06$0.53$22,601,965.49Not reported0.27
60Inuvo, Inc.INUV22025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$0.41$6,758,062.39Not reported0.81
61Jumia Technologies AGJMIA22025-12-312025 FYopenrouter::anthropic/claude-haiku-5.52026-11-06$5.49$679,950,856.35Not reported26.42
62Joint Stock Company Kaspi.kz American Depository SharesKSPI22025-12-312025 FYopenrouter::anthropic/claude-haiku-5.52026-11-06$91.68$17,440,096,805.76Not reportedNot reported
63Marchex, Inc. Class BMCHX22025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$1.32$52,373,591.16Not reported1.8
64Sabre CorporationSABR22025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$1.69$680,384,028.59Not reportedNot reported
65SoundHound AI, Inc. Class A Common StockSOUN22025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$4.11$1,825,291,458.84Not reported3.72
66Waton Financial Limited Ordinary SharesWTF22025-12-312025 FYopenrouter::anthropic/claude-haiku-5.52026-11-06$1.98$95,269,007.2Not reported4.39
67ZipRecruiter, Inc.ZIP22025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$3.76$309,170,372.8811.03Not reported
68reAlpha Tech Corp. Common StockAIRE1.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$0.39$2,291,336.69Not reported0.34
69Airship AI Holdings, Inc. Class A Common StockAISP1.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$1.79$61,646,815.982.0940.04
70Amesite Inc.AMST1.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$0.52$3,373,828.25Not reportedNot reported
71Aether Holdings, Inc. Common StockATHR1.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$2.36$28,881,819.24Not reported28.63
72Beeline Holdings, Inc. Common StockBLNE1.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$0.61$20,086,170.28Not reported0.4
73Brand Engagement Network Inc. Common StockBNAI1.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$4.38$32,797,641.48Not reported1.69
74Gaxos.ai Inc. Common StockGXAI1.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$0.39$4,233,385.8Not reported0.26
75T Stamp Inc. Class A Common StockIDAI1.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$2.26$12,744,797.66Not reported2.66
76mF International Limited Class A Ordinary SharesMFI1.52025-12-312025 FYopenrouter::anthropic/claude-haiku-5.52026-11-06$5.1$255,900,073.525.290.5
77The OLB Group, Inc. Common StockOLB1.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$0.18$4,398,119.31Not reported0.62
78Palladyne AI Corp. Common StockPDYN1.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$3.02$149,002,300.2Not reported2.1
79RedCloud Holdings plc Ordinary SharesRCT1.52025-12-312025 FYopenrouter::anthropic/claude-haiku-5.52026-11-06$0.04$3,207,755.68Not reportedNot reported
80Rekor Systems, Inc. Common StockREKR1.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$0.34$46,232,098.67Not reported1.35
81Rezolve AI PLC Ordinary SharesRZLV1.52025-12-312025 FYopenrouter::anthropic/claude-haiku-5.52026-11-06$1.32$550,266,940.08Not reported2.23
82SHF Holdings, Inc. Class A Common StockSHFS1.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$0.03$27,029.72Not reported0
83Stem, Inc.STEM1.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$2.52$24,259,394.88Not reportedNot reported
84Treasure Global Inc. Common StockTGL1.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$0.18$365,369.74Not reported0.03
85Veritone, Inc. Common StockVERI1.52025-12-312025 FYanthropic/claude-haiku-5-52026-11-06$0.48$48,560,946.67Not reported1.28

85 companies with eligible ratings and dated fundamentals, from 89 eligible companies in this selection.

Inspect a rated peer

Step 1 of 3

Ratings and dated fundamentals

Upstart Holdings, Inc. Common stock (UPST): source evidence dated 2026-11-07T12:42:51.530Z.

Rank
1
Company
Intuit Inc
Ticker
INTU
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
$758,886,649.38 · 85 / 85 displayed companies
Median positive P/E (TTM)
20.73 · 46 / 85 displayed companies
Median positive price / book
2.1 · 75 / 85 displayed companies
Largest company by market cap
Intercontinental Exchange Inc. (ICE) · $96,274,538,635.24
Largest company's share of displayed market cap
14.51% · 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 UPST

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

Research UPST
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 Upstart Holdings, Inc. Common stock (UPST) 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. Intuit Inc (INTU): 4 / 5

    Intuit Inc. provides financial management, payments and capital, compliance, and marketing products and services in the United States. The company operates in four segments: Global Business Solutions, Consumer, Credit Karma, and ProTax. The SGlobal Business Solutions segment provides QuickBooks services, which include financial and business management online services, desktop software, payroll solutions, time tracking, merchant payment processing and bill pay solutions, checking accounts, and financing services for small and mid-market businesses; and Mailchimp, a marketing automation and customer relationship management. This segment also offers QuickBooks online services and desktop software solutions comprising QuickBooks Online, QuickBooks Live, QuickBooks Online Advanced, QuickBooks Self-Employed, QuickBooks Solopreneur financial and business management offerings, QuickBooks Online Payroll, QuickBooks Checking, QuickBooks Desktop software subscriptions, and QuickBooks Assisted Payroll. The Consumer segment provides do-it-yourself and assisted TurboTax income tax preparation products and services. The Credit Karma segment offers consumers with a personal finance platform that provides recommendations for credit card, home, auto, and personal loan, and insurance products; online savings and checking accounts; and access to its credit scores and reports, credit and identity monitoring, credit report dispute, credit building tools, and tools. The ProTax segment provides Lacerte, ProSeries, and ProFile desktop tax-preparation software products; and ProConnect Tax Online bill pay tax products, electronic tax filing service, and bank products and related services. It sells products and services through direct sales channels, multichannel shop-and-buy experiences, mobile application stores, and partner and other channels. Intuit Inc. was founded in 1983 and is headquartered in Mountain View, California.

  2. Nasdaq, Inc. Common Stock (NDAQ): 4 / 5

    Nasdaq, Inc. operates as a technology company that serves capital markets and other industries worldwide. It operates in three segments: Capital Access Platforms, Financial Technology, and Market Services. The company distributes historical and real-time market data; develops and licenses Nasdaq-branded indices and financial products; investor relations intelligence, governance solutions, and sustainability solution products for public and private companies and organizations; and insights and workflow solutions, as well as operates listing platforms. It also offers Verafin, a cloud-based platform to detect, investigate, and report money laundering and financial frauds; AxiomSL, a risk data management and regulatory reporting solution; surveillance solutions, including a SaaS platform to assist in complying with market rules, regulations, and internal market surveillance policies; Calypso, a platform providing cross-asset, front-to-back trading, treasury, risk, and collateral management solutions; and handles assets comprising cash equities, equity derivatives, currencies, various interest-bearing securities, commodities, energy products, and digital currencies; and trade management and colocation services. In addition, the company provides equity derivative trading and clearing, cash equity trading, fixed income and commodities trading and clearing, and currency trading services; and operates various exchanges, including derivatives, commodities, cash equity, debt, structured products, and exchange traded products; and clearing, settlement, and central depository services. The company was formerly known as The NASDAQ OMX Group, Inc. and changed its name to Nasdaq, Inc. in September 2015. Nasdaq, Inc. was founded in 1971 and is headquartered in New York, New York.

  3. NICE Ltd (NICE): 4 / 5

    NICE Ltd., together with its subsidiaries, provides AI-powered cloud platforms for customer engagement, and financial crime and compliance worldwide. It offers CXone Mpower, an AI platform that enables enterprises to design, build, and operate customer service automation; and NICE Evidencentral, a digital evidence management and investigation platform for criminal justice system. The company also provides X-Sight, an open and flexible AI-cloud platform for the high-end market; and Xceed, an AI cloud platform for anti-money laundering and fraud prevention for small and mid-sized organizations. In addition, it offers data intelligence solutions enable organizations to turn raw data into comprehensive actionable intelligence to prevent and detect financial crimes. The company was formerly known as NICE-Systems Ltd. and changed its name to NICE Ltd. in June 2016. NICE Ltd. was incorporated in 1986 and is headquartered in Ra'anana, Israel.

  4. Tradeweb Markets Inc. Class A Common Stock (TW): 4 / 5

    Tradeweb Markets Inc., together with its subsidiaries, builds and operates electronic marketplaces worldwide. The company's marketplaces facilitate trading in a range of asset classes, including rates, credit, money markets, and equities. It offers pre-trade data and analytics, trade execution, and trade processing, as well as post-trade data, analytics, and reporting services. The company provides flexible order and trading systems to institutional investors. It also offers a range of electronic, voice, and hybrid platforms to dealers and financial institutions on electronic or hybrid markets with Dealerweb platform; and trading solutions for financial advisory firms and traders with Tradeweb Direct platform. The company serves in the institutional, wholesale, and retail client sectors. Its customers include asset managers, hedge funds, insurance companies, central banks, banks and dealers, proprietary trading firms, retail brokerage and financial advisory firms, and regional dealers. The company was founded in 1996 and is headquartered in New York, New York. Tradeweb Markets Inc. operates as a subsidiary of Refinitiv Parent Limited.

  5. Broadridge Financial Solutions Inc (BR): 3.5 / 5

    Broadridge Financial Solutions, Inc. provides investor communications and technology-driven solutions for the financial services industry in the United States and internationally. The company's Investor Communication Solutions segment handles the proxy materials distribution and voting processes for bank, broker-dealer, corporate issuer, and fund clients; and provides fund manager and a range of other regulatory communication solutions. The segment also offers ProxyEdge, an electronic proxy delivery and voting solution; data-driven solutions and an end-to-end platform for content management, composition, and omni-channel distribution of regulatory, marketing, and transactional information, as well as mutual fund and exchange-traded funds trade processing services; data and analytics solutions; annual SEC filing and capital markets transaction services; registrar, stock transfer, and record-keeping services; and omni-channel customer communications solutions, as well as operates Broadridge Communications Cloud platform that creates, delivers, and manages communications and customer engagement activities. The Global Technology and Operations segment provides solutions that automate the front-to-back transaction lifecycle of equity, mutual fund, fixed income, foreign exchange and exchange-traded derivatives, order capture and execution, trade confirmation, margin, cash management, clearing and settlement, reference data management, reconciliations, securities financing and collateral management, asset servicing, compliance and regulatory reporting, portfolio accounting, and custody-related services. This segment also offers business process outsourcing services; technology solutions, such portfolio management, compliance, fee billing, and operational support solutions; and capital market and wealth and investment management solutions. The company was founded in 1962 and is headquartered in Lake Success, New York.

Valuation and company size within this selection

These summaries use the 85 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$758,886,649.3885 / 85 displayed companies
Median positive P/E (TTM)20.7346 / 85 displayed companies
Median positive price / book2.175 / 85 displayed companies
Largest company by market capIntercontinental Exchange Inc. (ICE)$96,274,538,635.24
Largest company's share of displayed market cap14.51%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
Technology83 / 85
Software79 / 85
Enterprise Software74 / 85
Saas62 / 85
Fintech45 / 85

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, 4 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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