On 12 Nov 2026, the median upside to our base value for Financials stocks in the S&P 500 is -16.6%; 12 of 39 trade below it.
| Ticker | Company | Sector | Price | Base value | Upside | Methods above price |
|---|---|---|---|---|---|---|
| AIZ | Assurant | Financials | $321.09 | $266.90 | -16.9% | 0 of 1 |
| APO | Apollo Global Management | Financials | $121.35 | $23.45 | -80.7% | 0 of 1 |
| ARES | Ares Management | Financials | $133.29 | $49.79 | -62.6% | 0 of 1 |
| AXP | American Express | Financials | $318.06 | $244.76 | -23.0% | 0 of 2 |
| BAC | Bank of America | Financials | $50.51 | $42.62 | -15.6% | 0 of 2 |
| BRK-B | Berkshire Hathaway | Financials | $589.83 | $435.60 | -26.1% | 0 of 1 |
| BRO | Brown & Brown | Financials | $70.55 | $102.03 | +44.6% | 1 of 1 |
| C | Citigroup | Financials | $124.06 | $85.47 | -31.1% | 0 of 2 |
| CBOE | Cboe Global Markets | Financials | $368.89 | $336.65 | -8.7% | 0 of 1 |
| CFG | Citizens Financial Group | Financials | $64.86 | $39.18 | -39.6% | 0 of 2 |
| CME | CME Group | Financials | $315.50 | $263.18 | -16.6% | 0 of 1 |
| COF | Capital One | Financials | $193.60 | $172.21 | -11.0% | 0 of 1 |
| COIN | Coinbase | Financials | $130.67 | $29.26 | -77.6% | 0 of 1 |
| ERIE | Erie Indemnity | Financials | $270.00 | $187.71 | -30.5% | 0 of 1 |
| FDS | FactSet | Financials | $331.71 | $416.55 | +25.6% | 1 of 1 |
| FIS | Fidelity National Information Services | Financials | $28.36 | $261.11 | +820.7% | 1 of 1 |
| FISV | Fiserv | Financials | $61.50 | $74.99 | +21.9% | 1 of 1 |
| FITB | Fifth Third Bancorp | Financials | $53.90 | $37.47 | -30.5% | 0 of 2 |
| GPN | Global Payments | Financials | $88.19 | $125.27 | +42.0% | 1 of 1 |
| GS | Goldman Sachs | Financials | $913.60 | $599.02 | -34.4% | 0 of 1 |
| HBAN | Huntington Bancshares | Financials | $15.73 | $16.99 | +8.0% | 1 of 2 |
| HOOD | Robinhood Markets | Financials | $81.35 | $65.16 | -19.9% | 0 of 1 |
| JKHY | Jack Henry & Associates | Financials | $176.03 | $192.59 | +9.4% | 1 of 1 |
| JPM | JPMorgan Chase | Financials | $342.82 | $244.73 | -28.6% | 0 of 2 |
| KEY | KeyCorp | Financials | $21.33 | $17.31 | -18.8% | 0 of 2 |
| L | Loews Corporation | Financials | $111.83 | $153.41 | +37.2% | 1 of 1 |
| MRSH | Marsh McLennan | Financials | $205.69 | $215.53 | +4.8% | 1 of 1 |
| MS | Morgan Stanley | Financials | $189.17 | $160.41 | -15.2% | 0 of 1 |
| MTB | M&T Bank | Financials | $219.78 | $187.19 | -14.8% | 1 of 2 |
| PNC | PNC Financial Services | Financials | $231.03 | $191.15 | -17.3% | 0 of 2 |
| RF | Regions Financial Corporation | Financials | $28.51 | $24.67 | -13.5% | 1 of 2 |
| RJF | Raymond James Financial | Financials | $167.29 | $157.52 | -5.8% | 0 of 1 |
| SCHW | Charles Schwab Corporation | Financials | $91.72 | $99.77 | +8.8% | 1 of 1 |
| STT | State Street Corporation | Financials | $173.70 | $96.18 | -44.6% | 0 of 1 |
| SYF | Synchrony Financial | Financials | $71.66 | $90.48 | +26.3% | 1 of 2 |
| TFC | Truist Financial | Financials | $49.89 | $32.71 | -34.4% | 0 of 2 |
| USB | U.S. Bancorp | Financials | $60.47 | $49.63 | -17.9% | 0 of 2 |
| WFC | Wells Fargo | Financials | $85.76 | $69.08 | -19.4% | 0 of 2 |
| XYZ | Block, Inc. | Financials | $82.26 | $113.36 | +37.8% | 1 of 1 |
Not investment advice.