MarketGrader Financials Index


Five Largest Companies (Top 5 of 5)
Symbol Name Grade Market Cap Country
BX Blackstone Inc. 65.2 $113,378.00 US
COF Capital One Financial Corp 75.5 $42,653.90 US
CG Carlyle Group Inc 70.6 $11,916.90 US
FNF Fidelity National Financial, Inc. - FNF 73.2 $10,338.30 US
WAL Western Alliance Bancorp 84.4 $7,956.56 US

Five Smallest Companies (Top 5 of 1)
Symbol Name Grade Market Cap Country
SSSS SuRo Capital Corp. 57.1 $199.10 US
RM Regional Management Corp. 74.0 $374.02 US
IBCP Independent Bank Corporation 70.2 $402.01 US
ATLC Atlanticus Holdings Corp. 76.3 $536.44 US
FFIC Flushing Financial Corporation 74.7 $660.35 US

Companies with Most Selections Among Current Components
Symbol Name Grade Times* Country
WAL Western Alliance Bancorp 84.4 23 US
EVR Evercore Inc Class A 79.5 17 US
FNF Fidelity National Financial, Inc. - FNF 73.2 16 US
CNS Cohen & Steers, Inc. 73.0 11 US
APAM Artisan Partners Asset Management, Inc. 67.9 10 US
BX Blackstone Inc. 65.2 10 US
OFG OFG Bancorp 76.7 9 PR
VRTS Virtus Investment Partners, Inc. 63.0 9 US
FFWM First Foundation, Inc. 79.9 8 US
HAFC Hanmi Financial Corporation 78.9 8 US
*Number of times selected at Index semi-annual reconstitutions since inception date.
Index Bio
Average Market Cap $6,431.70
Median Market Cap $1,426.47
Avg. 3 Mo. Dollar Vol. $39,004,562.73
Avg. 3 Mo. Trading Vol. 705,933
Last Rebalance Date 02/22/2022
Companies Replaced 19
Biggest Industry Increase Major Banks
Biggest Industry Decrease Investment Managers
Companies Overlapping S&P 500 1

Fundamental Attributes
Trailing P/E Ratio (12 Mo.) 8.02
Forward P/E Ratio (12 Mo.) 8.14
Price/Book Ratio 1.18
Avg. Revenue Chg. - 3 Yr 54.32%
Avg. Op. Income Chg. - 3 Yr. 116.03%
Avg. EPS Growth - 3 Yr. 23.0%
Avg. EPS Growth - 1 Yr. 23.45%
Avg. Operating Margin 44.22%
Avg. LT Debt to Total Capital 27.56%
Avg. Return on Equity 17.05%
Dividend Yield 2.93%
Index Average Grade
MarketGrader Financials Index 73.56
Country Breakdown
United States Of America 95.0%
Puerto Rico 5.0%


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