MarketGrader US Financials Index


Five Largest Companies
Symbol Name Grade Market Cap Country
JPM JPMorgan Chase & Co. 59.3 $520,771 US
WFC Wells Fargo & Company 65.9 $199,714 US
AXP American Express Company 62.2 $158,050 US
RY Royal Bank of Canada 60.0 $135,756 CA
CB Chubb Limited 65.3 $99,496 CH

Five Smallest Companies
Symbol Name Grade Market Cap Country
BCSF Bain Capital Specialty Finance, Inc. 69.7 $1,008 US
PFBC Preferred Bank 74.3 $1,078 US
CASH Pathward Financial, Inc. 70.4 $1,237 US
EFSC Enterprise Financial Services Corp 66.5 $1,427 US
MBIN Merchants Bancorp 75.7 $1,634 US

Companies with Most Selections Among Current Components
Symbol Name Grade Times* Country
BOKF BOK Financial Corporation 57.9 28 US
JPM JPMorgan Chase & Co. 59.3 28 US
EWBC East West Bancorp, Inc. 71.4 27 US
UNM Unum Group 57.4 25 US
FCNCA First Citizens BancShares, Inc. Class A 80.9 23 US
SNV Synovus Financial Corp. 55.1 23 US
PNC PNC Financial Services Group, Inc. 55.1 22 US
RLI RLI Corp. 58.9 22 US
AXP American Express Company 62.2 21 US
CMA Comerica Incorporated 61.2 21 US
*Number of times selected at Index semi-annual reconstitutions since inception date.
Index Bio
Average Market Cap $28,442
Median Market Cap $7,456
Avg. 3 Mo. Dollar Vol. $131,972,308
Avg. 3 Mo. Trading Vol. 1,834,412
Last Rebalance Date 03/18/2024
Companies Replaced 31
Biggest Sector Increase Financials
Biggest Sector Decrease Financials

Fundamental Attributes
Trailing P/E Ratio (12 Mo.) 9.7
Forward P/E Ratio (12 Mo.) 9.6
Price/Book Ratio 1.2
Avg. Revenue Chg. - 3 Yr 62.7%
Avg. Op. Income Chg. - 3 Yr. 85.8%
Avg. EPS Growth - 3 Yr. 21.9%
Avg. EPS Growth - 1 Yr. 10.3%
Avg. Operating Margin 25.2%
Avg. LT Debt to Total Capital 40.4%
Avg. Return on Equity 15.1%
Dividend Yield 1.9%
Index Average Grade
MarketGrader US Financials Index 59.65
Country Breakdown
United States Of America 86.25%
Bermuda 7.5%
Canada 2.5%
Switzerland 1.25%
Germany 1.25%
Ireland 1.25%
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