MarketGrader Ratings Overview
MarketGrader Financials Index
Five Largest Companies (Top 5 of 4)
| Symbol | Name | Grade | Market Cap | Country |
|---|---|---|---|---|
| SPGI | S&P Global, Inc. | 73.8 | $81,976.20 | US |
| MCO | Moody's Corporation | 74.1 | $53,567.70 | US |
| TROW | T. Rowe Price Group | 75.0 | $33,307.90 | US |
| PB | Prosperity Bancshares, Inc.(R) | 77.7 | $5,202.89 | US |
| KNSL | Kinsale Capital Group, Inc. | 67.5 | $4,675.85 | US |
Five Smallest Companies (Top 5 of 10)
| Symbol | Name | Grade | Market Cap | Country |
|---|---|---|---|---|
| PFBC | Preferred Bank | 67.8 | $514.27 | US |
| TBBK | Bancorp Inc | 73.2 | $530.41 | US |
| WASH | Washington Trust Bancorp, Inc. | 75.7 | $588.92 | US |
| FFWM | First Foundation, Inc. | 70.9 | $689.48 | US |
| EFSC | Enterprise Financial Services Corp | 68.9 | $769.93 | US |
Companies with Most Selections Among Current Components
| Symbol | Name | Grade | Times* | Country |
|---|---|---|---|---|
| TROW | T. Rowe Price Group | 75.0 | 37 | US |
| SFBS | ServisFirst Bancshares Inc | 76.2 | 19 | US |
| PFBC | Preferred Bank | 67.8 | 19 | US |
| WAL | Western Alliance Bancorp | 71.4 | 18 | US |
| MCO | Moody's Corporation | 74.1 | 17 | US |
| LKFN | Lakeland Financial Corporation | 70.8 | 16 | US |
| ECPG | Encore Capital Group, Inc. | 74.4 | 12 | US |
| FRME | First Merchants Corporation | 70.1 | 11 | US |
| GBCI | Glacier Bancorp, Inc. | 75.5 | 11 | US |
| UCBI | United Community Banks, Inc. | 69.2 | 11 | US |
*Number of times selected at Index semi-annual reconstitutions since inception date.
Index Bio
| Average Market Cap | $6,183.78 |
| Median Market Cap | $1,826.15 |
| Avg. 3 Mo. Dollar Vol. | $24,436,466.64 |
| Avg. 3 Mo. Trading Vol. | 345,677 |
| Last Rebalance Date | 08/24/2020 |
| Companies Replaced | 20 |
| Biggest Industry Increase | Regional Banks |
| Biggest Industry Decrease | Investment Managers |
| Companies Overlapping S&P 500 | 3 |
Fundamental Attributes
| Trailing P/E Ratio (12 Mo.) | 10.76 |
| Forward P/E Ratio (12 Mo.) | 12.06 |
| Price/Book Ratio | 1.19 |
| Avg. Revenue Chg. - 3 Yr | 46.73% |
| Avg. Op. Income Chg. - 3 Yr. | 63.53% |
| Avg. EPS Growth - 3 Yr. | 13.5% |
| Avg. EPS Growth - 1 Yr. | 12.54% |
| Avg. Operating Margin | 30.84% |
| Avg. LT Debt to Total Capital | 33.02% |
| Avg. Return on Equity | 12.75% |
| Dividend Yield | 2.57% |
Index Average Grade
| MarketGrader Financials Index | 71.84 |
Country Breakdown
| United States Of America | 97.5% |
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