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
Symbol Name Grade Times* Country
TROW T. Rowe Price Group 78.7 38 US
EWBC East West Bancorp, Inc. 54.9 34 US
CBOE Cboe Global Markets Inc 54.3 22 US
PFBC Preferred Bank 70.7 20 US
SFBS ServisFirst Bancshares Inc 71.5 20 US
WAL Western Alliance Bancorp 75.7 19 US
MCO Moody's Corporation 66.9 18 US
LKFN Lakeland Financial Corporation 68.7 17 US
SIVB SVB Financial Group 71.0 17 US
GBCI Glacier Bancorp, Inc. 77.4 12 US
*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%


For more information on this index please contact us

Get Access to the World's Smartest Global Research Platform

Don't wait another day to make better informed, higher-returning investments.

TRY IT FOR FREE