Affiliated Managers Group Inc (AMG)
Fair Value13.3% Upside
Fair
Analyst15.4% Upside
Market Cap10.127 B
P/E11.6x
Yield0.0%
HealthGood
NYSE
Ameriprise Financial Inc (AMP)
Fair Value20.1% Upside
Undervalued
Analyst3.1% Upside
Market Cap48.9 B
P/E12.6x
Yield1.2%
HealthGreat
NYSE
Bank of New York Mellon Corp (BNY)
Fair Value-2.9% Downside
Fair
Analyst5.4% Upside
Market Cap106.4 B
P/E17.7x
Yield1.6%
HealthFair
NYSE
Barings BDC Inc (BBDC)
Analyst14.7% Upside
Market Cap897.3 M
Yield12.9%
HealthGood
NYSE
Featured in
Small-Cap Stocks
BlackRock Inc (BLK)
Fair Value-0.1% Downside
Fair
Analyst15.9% Upside
Market Cap183.9 B
P/E26.7x
Yield2.0%
HealthGood
NYSE
Blackstone Inc (BX)
Fair Value15.7% Upside
Fair
Analyst4.4% Upside
Market Cap170.7 B
P/E30.9x
Yield3.8%
HealthGood
NYSE
Brookfield Asset Management Inc (BAM)
Fair Value-1.3% Downside
Fair
Analyst7.0% Upside
Market Cap83.373 B
P/E33.3x
Yield3.8%
HealthGood
NYSE
Brookfield Real Assets Income (RA)
Market Cap712.2 M
Yield11.1%
HealthFair
NYSE
Featured in
Small-Cap Stocks
Charles Schwab Corp (SCHW)
Fair Value14.7% Upside
Fair
Analyst15.7% Upside
Market Cap185 B
P/E19.3x
Yield1.2%
HealthGood
NYSE
Cohen & Steers Inc (CNS)
Fair Value-5.7% Downside
Fair
Analyst-12.5% Downside
Market Cap4.324 B
P/E25.7x
Yield3.2%
HealthGood
NYSE
Deutsche Bank AG (DB)
Fair Value-10.3% Downside
Fair
Analyst14.0% Upside
Market Cap71.141 B
P/E10.1x
Yield0.0%
HealthFair
NYSE
Featured in
High-Beta Stocks
Evercore Partners Inc (EVR)
Fair Value10.9% Upside
Fair
Analyst14.1% Upside
Market Cap13.231 B
P/E16.6x
Yield1.1%
HealthGreat
NYSE
Featured in
High-Beta Stocks
FactSet Research Systems Inc (FDS)
Fair Value44.0% Upside
Undervalued
Analyst-8.3% Downside
Market Cap9.762 B
P/E17.5x
Yield1.7%
HealthGood
NYSE
Federated Investors Inc B (FHI)
Fair Value11.3% Upside
Fair
Analyst-7.2% Downside
Market Cap4.624 B
P/E11.6x
Yield2.4%
HealthGreat
NYSE
Franklin Resources Inc (BEN)
Fair Value7.1% Upside
Fair
Analyst0.5% Upside
Market Cap18.174 B
P/E23.4x
Yield3.8%
HealthFair
NYSE
Goldman Sachs Group Inc (GS)
Fair Value-3.6% Downside
Fair
Analyst7.6% Upside
Market Cap318.8 B
P/E16.1x
Yield1.9%
HealthFair
NYSE
Intercontinental Exchange Inc (ICE)
Fair Value9.2% Upside
Fair
Analyst24.0% Upside
Market Cap83.76 B
P/E20.8x
Yield1.4%
HealthGood
NYSE
Invesco Plc (IVZ)
Fair Value6.5% Upside
Fair
Analyst2.4% Upside
Market Cap14.128 B
P/E-45.7x
Yield2.7%
HealthGood
NYSE
Jefferies Financial Group Inc (JEF)
Fair Value19.7% Upside
Undervalued
Analyst9.2% Upside
Market Cap12.844 B
P/E16.2x
Yield2.8%
HealthGood
NYSE
Featured in
High-Beta Stocks
High-Beta Momentum
Lazard Ltd (LAZ)
Fair Value19.0% Upside
Undervalued
Analyst7.7% Upside
Market Cap4.262 B
P/E19.5x
Yield4.6%
HealthGood
NYSE
Featured in
High-Beta Stocks
Main Street Capital Corporation (MAIN)
Analyst2.2% Upside
Market Cap5.314 B
Yield7.3%
HealthFair
NYSE
Moodys Corporation (MCO)
Fair Value-3.2% Downside
Fair
Analyst15.8% Upside
Market Cap83.762 B
P/E30.0x
Yield0.9%
HealthGood
NYSE
Morgan Stanley (MS)
Fair Value-7.4% Downside
Fair
Analyst8.4% Upside
Market Cap340.9 B
P/E17.5x
Yield2.1%
HealthGood
NYSE
MSCI Inc (MSCI)
Fair Value0.1% Upside
Fair
Analyst21.0% Upside
Market Cap41.546 B
P/E30.6x
Yield1.4%
HealthGood
NYSE
Noah Holdings Ltd (NOAH)
Fair Value58.0% Upside
Bargain
Analyst49.1% Upside
Market Cap574.2 M
P/E7.1x
Yield16.0%
HealthGood
NYSE
Featured in
Small-Cap Stocks
Nomura Holdings Inc ADR (NMR)
Fair Value-16.9% Downside
Fair
Analyst3.9% Upside
Market Cap28.879 B
P/E11.3x
Yield2.4%
HealthFair
NYSE
Featured in
Overvalued Stocks
Oppenheimer Holdings Inc (OPY)
Fair Value6.6% Upside
Fair
Market Cap1.252 B
P/E12.1x
Yield0.7%
HealthGood
NYSE
Featured in
Small-Cap Stocks
PennantPark Investment Corporation (PNNT)
Analyst36.1% Upside
Market Cap229.8 M
Yield13.8%
HealthFair
NYSE
Piper Sandler Companies (PIPR)
Fair Value14.4% Upside
Fair
Analyst14.4% Upside
Market Cap5.409 B
P/E17.6x
Yield2.7%
HealthGreat
NYSE
Raymond James Financial Inc (RJF)
Fair Value18.7% Upside
Undervalued
Analyst3.0% Upside
Market Cap34.303 B
P/E15.1x
Yield1.2%
HealthGood
NYSE
S&P Global Inc (SPGI)
Fair Value18.6% Upside
Undervalued
Analyst26.1% Upside
Market Cap121.6 B
P/E24.6x
Yield0.9%
HealthGood
NYSE
State Street Corp (STT)
Fair Value10.9% Upside
Fair
Analyst6.7% Upside
Market Cap50.883 B
P/E16.0x
Yield2.0%
HealthFair
NYSE
Featured in
High-Momentum Stocks
Stifel Financial Corporation (SF)
Fair Value27.7% Upside
Undervalued
Analyst5.6% Upside
Market Cap12.741 B
P/E13.9x
Yield1.6%
HealthGreat
NYSE
UBS Group AG (UBS)
Fair Value20.3% Upside
Undervalued
Analyst2.7% Upside
Market Cap164.3 B
P/E17.3x
Yield1.0%
HealthGood
NYSE
Virtus Investment Partners Inc (VRTS)
Fair Value7.6% Upside
Fair
Analyst-8.5% Downside
Market Cap1.112 B
P/E9.0x
Yield5.9%
HealthFair
NYSE
Featured in
Small-Cap Stocks
Westwood Holdings Group Inc (WHG)
Fair Value-6.0% Downside
Fair
Market Cap163.9 M
P/E22.1x
Yield3.1%
HealthGood
NYSE
WisdomTree Investments Inc (WT)
Fair Value-30.8% Downside
Overvalued
Analyst-3.2% Downside
Market Cap3.326 B
P/E40.8x
Yield0.5%
HealthGreat
NYSE
Featured in
Overvalued Stocks
High-Beta Stocks
High-Beta Momentum
Abrdn Asia Pacific Income Fund Inc (FAX)
Market Cap628.3 M
Yield13.8%
HealthFair
NYSE
Featured in
Small-Cap Stocks
Abrdn Emerging Markets Equity Income Fund, Inc (AEF)
Market Cap373.1 M
Yield10.1%
HealthGood
NYSE
Featured in
High-Beta Stocks
Small-Cap Stocks
Allspring Income Opportunities Fund (EAD)
Market Cap377.6 M
Yield10.0%
HealthGood
NYSE
Featured in
Small-Cap Stocks
Artisan Partners Asset Management Inc (APAM)
Fair Value35.5% Upside
Undervalued
Analyst-10.6% Downside
Market Cap3.462 B
P/E11.0x
Yield8.8%
HealthGreat
NYSE
ASA Gold and Precious Metals Ltd (ASA)
Market Cap948.7 M
Yield0.1%
HealthGreat
NYSE
Featured in
High-Beta Stocks
Small-Cap Stocks
