Best Financial Services
Stocks in 2026
The Financial Services & Investing universe includes corporations that provide essential financial infrastructure, including banking, wealth management, brokerage services, asset management and global payment processing. These firms enable capital allocation, long-term wealth creation and the smooth functioning of the global economy. While the sector benefits from stable demand and global financial expansion, it is also exposed to market cycles, regulatory changes and shifts in interest rates.
Sector Highlights
Top picks by key criteria across the sector
Sector Performance
Compare returns and net margin across our picks — toggle between periods
Amundi
Schwab
Morgan Stanley
JPMorgan
BlackRock
Mastercard
Visa
American Express
UBSOur Top 9 Financial Services Picks
Sorted by market cap — our best-in-class selection for long-term investors
JPMorgan
Visa
Mastercard
Morgan Stanley
American Express
Schwab
BlackRock
UBS
Amundi
Fundamental Analysis Comparison
Side-by-side view of all 5 proprietary section scores — hover a cell to see the exact score
| Company | Prof.Profitability | Liq.Liquidity | Lev.Leverage | CFCash Flow | Val.Valuation |
|---|---|---|---|---|---|
JPMorgan JPM | AAverage | EExcellent | GGood | GGood | GGood |
Visa V | EExcellent | AAverage | GGood | AAverage | GGood |
Mastercard MA | EExcellent | AAverage | WWeak | AAverage | GGood |
Morgan Stanley MS | AAverage | AAverage | WWeak | EExcellent | GGood |
American Express AXP | GGood | WWeak | GGood | EExcellent | GGood |
Schwab SCHW | AAverage | GGood | EExcellent | GGood | GGood |
BlackRock BLK | AAverage | EExcellent | EExcellent | EExcellent | GGood |
UBS UBSG.SW | WWeak | PPoor | WWeak | GGood | GGood |
Amundi AMUN.PA | GGood | EExcellent | WWeak | AAverage | EExcellent |
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