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Financial Services Stock List

Use the PortfoliosLab Stock Screener to filter stocks by sector, industry, performance, valuation, and advanced risk metrics such as volatility, Sharpe ratio, and maximum drawdown.

Compare stocks side-by-side, review key fundamentals in one table, and add them directly to your portfolio for optimization.

Number of Stocks
1,921
Median 1Y Volatility
27.23%
Avg. Dividend Yield
4.21%
Avg. 1 Year Return
21.48%
Median P/E Ratio
9.97
Median Risk/Return Score
63 / 100
Financial Services Stock List

1118 results

SymbolFull NameSectorIndustryYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
Capital Bancorp, Inc.Financial ServicesBanks - Regional
16.81%
1.47%
48
Cboe Global Markets, Inc.Financial ServicesFinancial Data & Stock Exchanges
12.83%
17.82%
1.02%
69
Commerce Bancshares, Inc.Financial ServicesBanks - Regional
2.44%
7.91%
2.54%
25
Community Bank System, Inc.Financial ServicesBanks - Regional
11.62%
7.39%
2.94%
62
Crescent Capital BDC, Inc.Financial ServicesAsset Management
-17.94%
15.84%
16
Coastal Financial CorporationFinancial ServicesBanks - Regional
-38.70%
0.00%
25
Capital City Bank Group, Inc.Financial ServicesBanks - Regional
7.82%
13.89%
2.87%
72
Calamos Dynamic Convertible and Income FundFinancial ServicesAsset Management
23.95%
13.62%
9.36%
89
Churchill Capital Corp IXFinancial ServicesShell Companies
1.60%
0.00%
50
CNB Financial CorporationFinancial ServicesBanks - Regional
20.16%
8.81%
2.38%
86
Chaince Digital Holdings IncFinancial ServicesCapital Markets
7.24%
-24.71%
0.00%
57
Cantor Equity Partners, IncFinancial ServicesShell Companies0.00%
Cantor Equity Partners I, IncFinancial ServicesShell Companies
1.83%
0.00%
25
Cantor Equity Partners II, IncFinancial ServicesShell Companies
7.82%
0.00%
48
Central Securities Corp.Financial ServicesAsset Management
3.53%
16.21%
5.14%
80
Eaton Vance California Municipal Income TrustFinancial ServicesAsset Management
4.48%
1.51%
5.86%
75
CrossFirst Bankshares, Inc.Financial ServicesBanks - Regional0.00%
CF Bankshares Inc.Financial ServicesBanks - Regional
18.23%
15.39%
1.16%
69
C&F Financial CorporationFinancial ServicesBanks - Regional
3.88%
9.11%
2.48%
59
Capitol Federal Financial, Inc.Financial ServicesBanks - Regional
19.28%
1.18%
5.35%
86

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221–240 of 1118

Best Financial Services Stocks by Risk/Return Score

The top Financial Services Stocks by PortfoliosLab Risk/Return Score are BFCC (100) and FNRN (99). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

Best-Performing Financial Services Stocks Over 5 Years

The top Financial Services Stocks is UNCFF (58.09%). Across the lineup, Financial Services Stocks show an average 1-year return of 21.48% and an average 5-year return of 7.29%, providing a clearer view of performance across different investment horizons.

Top Stocks Sectors


Top Stocks Comparisons

Compare the top Stocks symbols based on PortfoliosLab usage data.