MarketGrader Financials Index


Five Largest Companies (Top 5 of 3)
Symbol Name Grade Market Cap Country
MCO Moody's Corporation 66.9 $52,116.70 US
TROW T. Rowe Price Group 78.7 $37,891.50 US
SIVB SVB Financial Group 71.0 $28,026.50 US
CBOE Cboe Global Markets Inc 54.3 $10,761.70 US
EWBC East West Bancorp, Inc. 54.9 $10,487.10 US

Five Smallest Companies (Top 5 of 1)
Symbol Name Grade Market Cap Country
SSSS SuRo Capital Corp. 67.0 $264.46 US
WASH Washington Trust Bancorp, Inc. 74.2 $852.89 US
PFBC Preferred Bank 70.7 $878.92 US
HMST HomeStreet, Inc. 72.5 $958.23 US
KRNY Kearny Financial Corp. 69.0 $986.41 US

Companies with Most Selections Among Current Components
*Number of times selected at Index semi-annual reconstitutions since inception date.
Index Bio
Average Market Cap $6,231.72
Median Market Cap $2,959.95
Avg. 3 Mo. Dollar Vol. $30,600,176.70
Avg. 3 Mo. Trading Vol. 526,909
Last Rebalance Date 11/23/2020
Companies Replaced 16
Biggest Industry Increase Insurance Brokers/Services
Biggest Industry Decrease Major Banks
Companies Overlapping S&P 500 4

Fundamental Attributes
Trailing P/E Ratio (12 Mo.) 14.22
Forward P/E Ratio (12 Mo.) 13.36
Price/Book Ratio 1.59
Avg. Revenue Chg. - 3 Yr 48.06%
Avg. Op. Income Chg. - 3 Yr. 94.33%
Avg. EPS Growth - 3 Yr. 22.09%
Avg. EPS Growth - 1 Yr. 14.59%
Avg. Operating Margin 34.65%
Avg. LT Debt to Total Capital 20.4%
Avg. Return on Equity 13.58%
Dividend Yield 1.76%
Index Average Grade
MarketGrader Financials Index 71.05
Country Breakdown
United States Of America 95.0%
Bermuda 2.5%
Puerto Rico 2.5%


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