- Investing Ideas
- /
- U.S. Diversified Financials Solid Balance Sheet and Fundamentals
U.S. Diversified Financials Solid Balance Sheet and Fundamentals
Results
21
High return on equity, past performance and sound balance sheet.
21 companies
Moelis
Market Cap: US$4.7b
Operates as an investment banking advisory company in North and South America, Europe, the Middle East, Asia, and Australia.
MC
US$63.91
7D
0.9%
1Y
-17.0%
Ameriprise Financial
Market Cap: US$42.5b
Operates as a diversified financial services company in the United States and internationally.
AMP
US$461.43
7D
1.9%
1Y
-16.4%
Cohen & Steers
Market Cap: US$3.5b
A publicly owned asset management holding company.
CNS
US$68.50
7D
0.3%
1Y
-34.1%
DLocal
Market Cap: US$4.0b
Operates a payment processing platform worldwide.
DLO
US$13.59
7D
-7.2%
1Y
61.8%
SEI Investments
Market Cap: US$10.1b
A publicly owned asset management holding company.
SEIC
US$82.92
7D
2.9%
1Y
3.5%
Hamilton Lane
Market Cap: US$7.2b
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.
HLNE
US$131.04
7D
15.0%
1Y
-32.6%
Federated Hermes
Market Cap: US$3.7b
A publicly owned investment manager.
FHI
US$49.46
7D
2.0%
1Y
20.3%
Qfin Holdings
Market Cap: US$3.0b
Qfin Holdings, Inc., together with its subsidiaries, operate AI- driven credit-tech platform under the Qifu Jietiao brand in the People’s Republic of China.
QFIN
US$22.28
7D
-7.7%
1Y
-28.6%
Futu Holdings
Market Cap: US$25.6b
Provides digitalized securities brokerage and wealth management product distribution service in Hong Kong and internationally.
FUTU
US$185.34
7D
-6.9%
1Y
96.1%
PayPal Holdings
Market Cap: US$62.0b
Operates a technology platform that enables digital payments for merchants and consumers worldwide.
PYPL
US$66.22
7D
-4.4%
1Y
-20.2%
Jack Henry & Associates
Market Cap: US$11.9b
Operates as a financial technology company that connects people and financial institutions through technology solutions and payment processing services.
JKHY
US$160.80
7D
8.0%
1Y
-10.6%
Cboe Global Markets
Market Cap: US$26.9b
Through its subsidiaries, operates as an options exchange in the United States and internationally.
CBOE
US$256.62
7D
4.5%
1Y
30.4%
Synchrony Financial
Market Cap: US$26.5b
Operates as a consumer financial services company in the United States.
SYF
US$73.19
7D
-1.6%
1Y
14.7%
ASA Gold and Precious Metals
Market Cap: US$849.4m
A publicly owned investment manager.
ASA
US$45.90
7D
-0.1%
1Y
113.5%
Metalpha Technology Holding
Market Cap: US$106.3m
Provides wealth management services in Hong Kong.
MATH
US$2.36
7D
-21.9%
1Y
96.0%
Value Line
Market Cap: US$343.4m
Engages in the production and sale of investment periodicals and related publications.
VALU
US$37.66
7D
2.7%
1Y
-26.8%
Jiayin Group
Market Cap: US$470.7m
Engages in the provision of online consumer finance services in the People’s Republic of China.
JFIN
US$9.02
7D
-4.6%
1Y
37.5%
Sezzle
Market Cap: US$2.0b
Operates as a technology-enabled payments company primarily in the United States and Canada.
SEZL
US$59.24
7D
-9.6%
1Y
-17.6%
Cantaloupe
Market Cap: US$778.2m
A digital payments and software services company, provides technology solutions for the self-service commerce market.
CTLP
US$10.55
7D
-0.09%
1Y
18.9%
Perella Weinberg Partners
Market Cap: US$1.6b
An independent advisory firm, provides strategic and financial advice services in the United States and internationally.
PWP
US$18.02
7D
-3.5%
1Y
-26.2%
Dave
Market Cap: US$3.0b
Provides various financial products and services through its financial services platform in the United States.
DAVE
US$235.45
7D
-1.6%
1Y
344.2%