Financial Services companies by risk reading
Financial Services companies by risk reading: 85 companies ranked by a composite risk reading built from filed statements -- leverage, cash conversion, operating pressure, customer and supplier concentration and competitive position. Recomputed 22 September 2026.
Composite readings for 8,812 companies, recomputed 22 September 2026. A company appears here once at least three weighted categories cleared their inputs; the rest carry per-mechanism readings without a headline.
| Company | Reading | Band | Sector | Country | Coverage | Market cap |
|---|---|---|---|---|---|---|
| Visa Inc - Class A V | 23 | Normal | Financial Services | United States | 3 / 6 | $701.1B |
| Mastercard Incorporated - Class A MA | 42 | Elevated | Financial Services | United States | 3 / 6 | $504.3B |
| BlackRock Finance Inc BLK | 52 | Elevated | Financial Services | United States | 3 / 6 | $173.3B |
| S&P Global Inc SPGI | 46 | Elevated | Financial Services | United States | 3 / 6 | $123.4B |
| Marsh & McLennan Cos. Inc MRSH | 41 | Elevated | Financial Services | United States | 3 / 6 | $86.2B |
| Aon plc. - Class A AON | 38 | Normal | Financial Services | Ireland | 3 / 6 | $66.0B |
| Arthur J. Gallagher & Company AJG | 51 | Elevated | Financial Services | United States | 3 / 6 | $64.9B |
| London Stock Exchange Group PLC LSEG | 40 | Elevated | Financial Services | United Kingdom | 3 / 6 | $55.6B |
| Nasdaq Inc - 144A NDAQ | 54 | Elevated | Financial Services | United States | 3 / 6 | $51.5B |
| Coinbase Global Inc - Class A COIN | 62 | Stretched | Financial Services | United States | 3 / 6 | $50.5B |
| PayPal Holdings Inc PYPL | 55 | Elevated | Financial Services | United States | 3 / 6 | $46.6B |
| Interactive Brokers Group Inc - Class A IBKR | 39 | Normal | Financial Services | United States | 3 / 6 | $40.9B |
| Willis Towers Watson Public Ltd Company WTW | 42 | Elevated | Financial Services | United Kingdom | 3 / 6 | $30.1B |
| Affirm Holdings Inc - Class A AFRM | 71 | Stretched | Financial Services | United States | 3 / 6 | $24.7B |
| Brown & Brown Inc BRO | 63 | Stretched | Financial Services | United States | 3 / 6 | $22.5B |
| Tradeweb Markets Inc Cls A TW | 39 | Normal | Financial Services | United States | 3 / 6 | $22.0B |
| Euronext N.V. ENXB | 27 | Normal | Financial Services | Netherlands | 3 / 6 | $17.9B |
| Franklin Resources Inc BEN | 67 | Stretched | Financial Services | United States | 3 / 6 | $17.0B |
| BitMine Immersion Technologies Inc BMNR | 30 | Normal | Financial Services | United States | 3 / 6 | $14.9B |
| Carlyle Group Inc (The) CG | 61 | Stretched | Financial Services | United States | 2 / 6 | $14.8B |
| Invesco Ltd IVZ | 71 | Stretched | Financial Services | United States | 3 / 6 | $13.9B |
| SEI Investments Company SEIC | 64 | Stretched | Financial Services | United States | 3 / 6 | $12.7B |
| StoneX Group Inc SNEX | 76 | Stretched | Financial Services | United States | 3 / 6 | $12.3B |
| Hut 8 Corp HUT | 72 | Stretched | Financial Services | United States | 3 / 6 | $11.2B |
| Jefferies Financial Group Inc JEF | 55 | Elevated | Financial Services | United States | 3 / 6 | $10.2B |
| Freedom Holding Corp FRHC | 57 | Elevated | Financial Services | United States | 3 / 6 | $10.1B |
| Factset Research Systems Inc FDS | 48 | Elevated | Financial Services | United States | 3 / 6 | $9.9B |
| Houlihan Lokey Inc - Class A HLI | 57 | Elevated | Financial Services | United States | 3 / 6 | $9.6B |
| Affiliated Managers Group Inc AMG | 63 | Stretched | Financial Services | United States | 3 / 6 | $9.1B |
| Figure Technology Solutions Inc - Class A FIGR | 51 | Elevated | Financial Services | United States | 3 / 6 | $7.9B |
| Morningstar Inc MORN | 58 | Elevated | Financial Services | United States | 3 / 6 | $7.6B |
| MarketAxess Holdings Inc MKTX | 52 | Elevated | Financial Services | United States | 3 / 6 | $5.8B |
| Enova International Inc ENVA | 71 | Stretched | Financial Services | United States | 3 / 6 | $5.6B |
| Ryan Specialty Holdings Inc Class A RYAN | 71 | Stretched | Financial Services | United States | 3 / 6 | $4.8B |
| Federated Hermes Inc - Class B FHI | 59 | Elevated | Financial Services | United States | 3 / 6 | $4.4B |
| Hamilton Lane Inc - Class A HLNE | 31 | Normal | Financial Services | United States | 3 / 6 | $4.2B |
| Miami International Holdings Inc MIAX | 46 | Elevated | Financial Services | United States | 3 / 6 | $4.1B |
| PJT Partners Inc - Class A PJT | 63 | Stretched | Financial Services | United States | 3 / 6 | $4.1B |
| Cohen & Steers Inc CNS | 62 | Stretched | Financial Services | United States | 3 / 6 | $3.8B |
| Corvel Corp CRVL | 43 | Elevated | Financial Services | United States | 3 / 6 | $3.7B |
| PennyMac Financial Services Inc PFSI | 27 | Normal | Financial Services | United States | 3 / 6 | $3.6B |
| WisdomTree Inc WT | 46 | Elevated | Financial Services | United States | 3 / 6 | $3.5B |
| The Baldwin Insurance Group Inc - Class A BWIN | 46 | Elevated | Financial Services | United States | 3 / 6 | $3.1B |
| DigitalBridge Group Inc - Class A DBRG | 79 | Stretched | Financial Services | United States | 3 / 6 | $3.0B |
| Artisan Partners Asset Management Inc - Class A APAM | 60 | Stretched | Financial Services | United States | 3 / 6 | $2.7B |
| Upstart Holdings Inc UPST | 62 | Stretched | Financial Services | United States | 3 / 6 | $2.5B |
| Ethos Technologies Inc - Class A LIFE | 44 | Elevated | Financial Services | United States | 3 / 6 | $2.5B |
| CMC Markets PLC CMCX | 36 | Normal | Financial Services | United Kingdom | 3 / 6 | $2.5B |
| Western Union Company WU | 46 | Elevated | Financial Services | United States | 3 / 6 | $2.2B |
| EZCorp Inc - Class A EZPW | 61 | Stretched | Financial Services | United States | 3 / 6 | $2.0B |
| SharpLink Gaming Inc SBET | 64 | Stretched | Financial Services | United States | 3 / 6 | $2.0B |
| Antin IP SA ANTIN | 66 | Stretched | Financial Services | France | 3 / 6 | $1.6B |
| Exzeo Group Inc XZO | 45 | Elevated | Financial Services | United States | 3 / 6 | $1.5B |
| Goosehead Insurance Inc - Class A GSHD | 41 | Elevated | Financial Services | United States | 3 / 6 | $1.4B |
| Walker & Dunlop Inc WD | 57 | Elevated | Financial Services | United States | 3 / 6 | $1.3B |
| Oppenheimer Holdings Inc - Class A OPY | 74 | Stretched | Financial Services | United States | 3 / 6 | $1.3B |
| Intrum Justitia AB INTRUM | 38 | Normal | Financial Services | Sweden | 3 / 6 | $1.3B |
| Trupanion Inc TRUP | 77 | Stretched | Financial Services | United States | 3 / 6 | $1.1B |
| Perella Weinberg Partners - Class A PWP | 66 | Stretched | Financial Services | United States | 3 / 6 | $1.1B |
| HIVE Digital Technologies Ltd HIVE | 82 | Acute | Financial Services | United States | 3 / 6 | $810M |
| Green Dot Corp - Class A GDOT | 45 | Elevated | Financial Services | United States | 3 / 6 | $759M |
| PRA Group Inc PRAA | 56 | Elevated | Financial Services | United States | 3 / 6 | $730M |
| Bit Digital Inc BTBT | 60 | Stretched | Financial Services | United States | 3 / 6 | $539M |
| Leonteq AG LEON | 48 | Elevated | Financial Services | Switzerland | 4 / 6 | $448M |
| American Coastal Insurance Corp ACIC | 37 | Normal | Financial Services | United States | 3 / 6 | $442M |
| LendingTree Inc TREE | 61 | Stretched | Financial Services | United States | 3 / 6 | $390M |
| Value Line Inc VALU | 50 | Elevated | Financial Services | United States | 3 / 6 | $368M |
| TWFG Inc - Class A TWFG | 33 | Normal | Financial Services | United States | 3 / 6 | $360M |
| Metals Acquisition Corp. II MTAL | 33 | Normal | Financial Services | Cayman Islands | 4 / 6 | $305M |
| Safety Shot Inc Com SHOT | 25 | Normal | Financial Services | United States | 3 / 6 | $286M |
| CPI Card Group Inc PMTS | 51 | Elevated | Financial Services | United States | 3 / 6 | $279M |
| Better Home & Finance Holding Company BETR | 72 | Stretched | Financial Services | United States | 3 / 6 | $243M |
| Chaince DigitalHoldings Inc CD | 58 | Elevated | Financial Services | United States | 3 / 6 | $240M |
| Westwood Holdings Group Inc WHG | 74 | Stretched | Financial Services | United States | 3 / 6 | $165M |
| DeFi Development Corp DFDV | 54 | Elevated | Financial Services | United States | 3 / 6 | $160M |
| Inflection Point Acquisition Corp III - Class A IPCX | 58 | Elevated | Financial Services | United States | 3 / 6 | $136M |
| SelectQuote Inc SLQT | 45 | Elevated | Financial Services | United States | 3 / 6 | $88M |
| Youngtimers AG YTME | 67 | Stretched | Financial Services | Switzerland | 4 / 6 | $85M |
| Innventure Inc INV | 55 | Elevated | Financial Services | United States | 3 / 6 | $72M |
| Marketwise Inc - Class A MKTW | 79 | Stretched | Financial Services | United States | 3 / 6 | $48M |
| Cohen & Company Inc COHN | 67 | Stretched | Financial Services | United States | 3 / 6 | $35M |
| eHealth Inc EHTH | 49 | Elevated | Financial Services | United States | 3 / 6 | $29M |
| EARNZ plc 52Y0 | 60 | Stretched | Financial Services | United Kingdom | 5 / 6 | $11M |
| Netcapital Inc NCPL | 80 | Acute | Financial Services | United States | 3 / 6 | $3M |
| MindMaze Therapeutics Holding SA V6M | 54 | Elevated | Financial Services | Switzerland | 5 / 6 | $3M |
By sector
Industrials 1,622Technology 1,361Healthcare 1,255Consumer Cyclical 1,170Basic Materials 625Communication Services 590Real Estate 588Consumer Defensive 567Energy 374Utilities 240Financial Services 85
How the reading is built
Each company is scored on six mechanisms -- market expectation, operating pressure, cash conversion, leverage, concentration and competitive position -- from its own filed statements. A mechanism whose inputs do not clear its coverage floor is left unread rather than scored zero, and a reading built on thin coverage is pulled toward a neutral prior rather than claiming safety from what nobody looked at.
Descriptive, not advisory. These bands describe measured mechanisms; they are not investment advice, not a forecast, and not a statement about whether a share is worth owning.