Each dot is one of the 309 Asset and Wealth Management stocks, sized by market cap. The median Revenue Growth (1y) (TTM) is 12.4% and the median P/E 12.83. Pinned to the edge: 19 outliers on X and 20 on Y.
Quadrants split at the medians. Hover a dot for its true values; click to open the company. Outliers are more than 3× the interquartile range beyond the quartiles.
| # | Industry | ||||
|---|---|---|---|---|---|
| 1 | JPMJpmorgan Chase | 13.5% | 14.16 | $900.83B | Money Center Banks |
| 2 | BACBank Of America | 9.7% | 11.28 | $362.53B | Money Center Banks |
| 3 | HSBCHsbc Holdings | 2,726%OUT | 12.83 | $318.25B | Money Center Banks |
| 4 | MSMorgan Stanley | 18.0% | 14.69 | $287.24B | Money Center Banks |
| 5 | RYRoyal Bank Of Canada | 11.2% | 17.40 | $285.53B | Money Center Banks |
| 6 | GSGoldman Sachs | 17.8% | 13.43 | $269.17B | Money Center Banks |
| 7 | WFCWells Fargo & Company | 6.2% | 11.63 | $251.40B | Money Center Banks |
| 8 | MUFGMitsubishi Ufj Financial | -12.0% | 15.94 | $240.52B | Money Center Banks |
| 9 | TDToronto Dominion Bank | -3.6% | 19.26 | $216.89B | Money Center Banks |
| 10 | QCOMQualcomm | 1.9% | 20.42 | $189.09B | Semiconductor Design |
| 11 | SANBanco Santander | 7.4% | 9.71 | $184.05B | Money Center Banks |
| 12 | BLKBlackRock | 26.5% | 26.24 | $175.89B | Asset Management |
| 13 | SCHWSchwab Charles | 20.3% | 16.01 | $155.65B | Money Center Banks |
| 14 | BBVABanco Bilbao Vizcaya Argentaria | -2.0% | 11.26 | $146.01B | Money Center Banks |
| 15 | BMOBank Of Montreal | -4.6% | 18.66 | $123.36B | Money Center Banks |
| 16 | ADPAutomatic Data Processing | 6.7% | 27.32 | $120.56B | HR Software |
| 17 | CMCanadian Imperial Bank Of Commerce | 15.7% | 15.51 | $108.19B | Money Center Banks |
| 18 | BNYBank of New York Mellon | 10.6% | 16.79 | $101.16B | Custody and Fund Services |
| 19 | BXBlackstone | 17.2% | 26.85 | $94.48B | Alternative Asset Managers |
| 20 | USBUs Bancorp \De\ | 6.7% | 11.92 | $92.91B | Money Center Banks |
| 21 | MRSHMarsh & Mclennan Companies | 7.6% | 22.86 | $92.39B | Insurance Brokers |
| 22 | PNCPnc Financial Services | 13.2% | 12.45 | $91.01B | Money Center Banks |
| 23 | BNBrookfield | -9.6% | 67.99OUT | $85.47B | Alternative Asset Managers |
| 24 | KKRKkr | 31.1% | 27.44 | $82.06B | Alternative Asset Managers |
| 25 | BCSBarclays | 9.5% | 7.29 | $78.55B | Money Center Banks |
| 26 | MFCManulife Financial | 19.7% | 16.01 | $75.96B | Life Insurance |
| 27 | BAMBrookfield Asset Management | 31.9% | 26.85 | $75.32B | Alternative Asset Managers |
| 28 | NWGNatWest | 16.8% | 8.51 | $68.86B | Money Center Banks |
| 29 | APOApollo Global Management | 41.2% | 38.17 | $67.87B | Alternative Asset Managers |
| 30 | AONAon | 4.9% | 16.37 | $64.08B | Insurance Brokers |
| 31 | METMetlife | 8.7% | 18.62 | $64.07B | Life Insurance |
| 32 | DBDeutsche Bank Aktiengesellschaft | -38.5% | 9.13 | $62.47B | Money Center Banks |
| 33 | TFCTruist Financial | 4.1% | 10.80 | $59.76B | Regional Banks |
| 34 | WPMWheaton Precious Metals | -6.5% | 27.34 | $55.74B | Alternative Asset Managers |
| 35 | FITBFifth Third Bancorp | 17.1% | 18.18 | $48.38B | Regional Banks |
| 36 | STTState Street | 12.3% | 14.58 | $46.97B | Custody and Fund Services |
| 37 | AMPAmeriprise Financial | 9.1% | 11.50 | $45.40B | Financial Advisory |
| 38 | FNVFranco Nevada | 73.6%OUT | 30.62 | $44.56B | Alternative Asset Managers |
| 39 | IXOrix | 2.8% | 10.18 | $40.84B | Specialty Finance |
| 40 | PRUPrudential Financial | 9.4% | 10.22 | $40.04B | Life Insurance |
| 41 | FRFHFFairfax Financial Holdings | 10.0% | 7.50 | $37.60B | Property and Casualty Insurance |
| 42 | HIGHartford Insurance | 7.0% | 8.59 | $37.30B | Property and Casualty Insurance |
| 43 | MTBM&T Bank | 5.8% | 11.27 | $32.39B | Regional Banks |
| 44 | HBANHuntington Bancshares | 26.4% | 14.16 | $31.81B | Regional Banks |
| 45 | NTRSNorthern Trust | 8.2% | 14.27 | $31.38B | Custody and Fund Services |
| 46 | RJFRaymond James Financial | 8.0% | 13.35 | $30.73B | Money Center Banks |
| 47 | BAPCredicorp | -22.6% | 140.46OUT | $29.63B | Money Center Banks |
| 48 | LLOBFLloyds Banking | -67.8%OUT | 4.05 | $27.96B | Money Center Banks |
| 49 | CFGCitizens Financial | 11.0% | 13.97 | $27.72B | Regional Banks |
| 50 | ARESAres Management | 24.0% | 51.60OUT | $27.61B | Alternative Asset Managers |
| 51 | FCNCAFirst Citizens Bancshares | 0.9% | 11.98 | $27.16B | Regional Banks |
| 52 | AERAerCap Holdings | 12.2% | 7.52 | $25.51B | Commercial Aerospace |
| 53 | LPLALPL Financial Holdings | 38.8% | 25.21 | $25.39B | Retail Brokerage |
| 54 | RFRegions Financial | 4.4% | 11.36 | $24.43B | Regional Banks |
| 55 | PFGPrincipal Financial | 3.7% | 15.20 | $23.70B | Asset Management |
| 56 | MKLMarkel | 3.5% | 10.33 | $23.60B | Property and Casualty Insurance |
| 57 | KEYKeycorp | 51.6% | 12.03 | $22.70B | Regional Banks |
| 58 | TROWPrice T Rowe | 7.0% | 9.99 | $22.20B | Asset Management |
| 59 | LENLennar | -8.0% | 15.20 | $19.89B | Homebuilders |
| 60 | EWBCEast West Bancorp | 13.7% | 12.52 | $18.11B | Regional Banks |
| 61 | CBSHCommerce Bancshares | 8.6% | 27.64 | $16.13B | Regional Banks |
| 62 | FTAIFTAI Aviation | 45.3% | 33.65 | $16.07B | Commercial Aerospace |
| 63 | BENFranklin Templeton | 7.9% | 19.75 | $16.06B | Asset Management |
| 64 | WFWoori Financial | -82.4%OUT | 7.07 | $16.05B | Money Center Banks |
| 65 | CRBGCorebridge Financial | 29.5% | 17.76 | $15.79B | Life Insurance |
| 66 | RNRRenaissancere Holdings | -14.0% | 5.62 | $14.59B | Reinsurance |
| 67 | FUTUFutu Holdings | 44.6% | 9.91 | $14.04B | Retail Brokerage |
| 68 | CGCarlyle | -41.9% | 38.01 | $13.83B | Alternative Asset Managers |
| 69 | AFGAmerican Financial | -0.2% | 13.16 | $12.54B | Property and Casualty Insurance |
| 70 | SEICSei Investments | 11.1% | 17.54 | $12.40B | Custody and Fund Services |
| 71 | ERIEErie Indemnity | 3.7% | 20.13 | $11.62B | Insurance Brokers |
| 72 | FHNFirst Horizon | 10.3% | 10.85 | $11.16B | Regional Banks |
| 73 | AMGAffiliated Managers | 11.8% | 12.09 | $10.35B | Asset Management |
| 74 | SSBSouthState Bank | 25.2% | 10.79 | $10.26B | Regional Banks |
| 75 | SFStifel Financial | 11.0% | 11.19 | $10.25B | Money Center Banks |
| 76 | BPOPPopular | 9.9% | 10.57 | $10.23B | Regional Banks |
| 77 | WTFCWintrust Financial | 331.4%OUT | 12.02 | $10.19B | Regional Banks |
| 78 | UMBFUmb Financial | 39.3% | 11.11 | $10.19B | Regional Banks |
| 79 | EVREvercore | 45.7% | 13.41 | $9.99B | Investment Banking |
| 80 | CFRCullen | 7.4% | 14.68 | $9.94B | Regional Banks |
| 81 | ZIONZions Bancorporation, National Association | 15.2% | 8.29 | $9.68B | Regional Banks |
| 82 | ONBOld National Bancorp | 34.1% | 11.00 | $9.57B | Regional Banks |
| 83 | JXNJackson Financial | -1.4% | 157.47OUT | $9.29B | Life Insurance |
| 84 | JEFJefferies Financial | 13.5% | 10.54 | $9.03B | Investment Banking |
| 85 | COLBColumbia Banking System | 33.7% | 12.50 | $8.89B | Regional Banks |
| 86 | VOYAVoya Financial | 3.2% | 15.41 | $8.74B | Asset Management |
| 87 | PRIPrimerica | 1.7% | 10.87 | $8.66B | Life Insurance |
| 88 | HQYHealthequity | 7.3% | 36.40 | $8.61B | Custody and Fund Services |
| 89 | MORNMorningstar | 9.3% | 20.08 | $8.47B | Financial Data and Analytics |
| 90 | XPXp | 24.5% | 8.04 | $8.09B | Retail Brokerage |
| 91 | VLYValley National Bancorp | 12.2% | 11.76 | $7.81B | Regional Banks |
| 92 | BOKFBok Financial | 9.8% | 11.93 | $7.76B | Regional Banks |
| 93 | LNCLincoln National | 7.9% | 3.40 | $7.71B | Life Insurance |
| 94 | TPGTpg | 33.2% | 31.22 | $7.38B | Alternative Asset Managers |
| 95 | PBProsperity Bancshares | 13.3% | 12.55 | $7.05B | Regional Banks |
| 96 | VCTRVictory Capital Holdings | 51.5% | 19.28 | $6.81B | Asset Management |
| 97 | UBSIUnited Bankshares | 14.5% | 13.11 | $6.75B | Regional Banks |
| 98 | FAFFirst American Financial | 14.1% | 9.03 | $6.61B | Title Insurance |
| 99 | FNBFnb | 11.8% | 10.87 | $6.57B | Regional Banks |
| 100 | SNEXStoneX | 20.6% | 12.33 | $6.50B | Institutional Trading |
Among Asset and Wealth Management stocks, the largest companies growing revenue faster than the median (12.4%) while trading below the median P/E (12.83) are Pnc Financial Services (PNC), NatWest (NWG), Keycorp (KEY), East West Bancorp (EWBC) and Futu Holdings (FUTU). A low multiple next to fast growth can be an opportunity or a sign the market doubts the growth will last.
The largest companies with a P/E above the median and revenue growth below it are Royal Bank Of Canada (RY), Mitsubishi Ufj Financial (MUFG), Toronto Dominion Bank (TD), Qualcomm (QCOM) and Bank Of Montreal (BMO).
The median P/E across the 309 Asset and Wealth Management stocks plotted is 12.83, with the middle half between 10.87 and 17.76.
The median is 12.4%, with the middle half between 6.8% and 23.4%.
The rank correlation (Spearman) is 0.00, a no meaningful positive relationship: knowing one tells you little about the other.
A company whose value lies more than three interquartile ranges beyond the first or third quartile is treated as an outlier. By default it stays on the chart, pinned to the edge as an open marker, and its true value is shown in the tooltip and the table. In this view 19 companies are outliers on Revenue Growth (1y) (TTM) and 20 on P/E. You can switch to percentile clamping, exclude outliers, or plot raw values on a log scale.
Metrics from Business Quant's screener: trailing-twelve-month figures from SEC filings and multiples on the latest close. A company appears once even when it lists more than one share class. A company with a secondary business line in this industry group is included unless you choose primary industry only. Nothing on this page is investment advice.