Each dot is one of the 25 Custody and Fund Services stocks, sized by market cap. The median Revenue Growth (1y) (TTM) is 14.4% and the median P/E 14.60. Pinned to the edge: 1 outliers on X and 1 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 | HSBCHsbc Holdings | 2,726%OUT | 12.85 | $318.72B | Money Center Banks |
| 2 | SCHWSchwab Charles | 20.3% | 16.03 | $155.81B | Money Center Banks |
| 3 | BNYBank of New York Mellon | 10.6% | 16.81 | $101.24B | Custody and Fund Services |
| 4 | STTState Street | 12.3% | 14.60 | $47.03B | Custody and Fund Services |
| 5 | IBKRInteractive Brokers | 21.3% | 32.34 | $36.42B | Retail Brokerage |
| 6 | NTRSNorthern Trust | 8.2% | 14.27 | $31.39B | Custody and Fund Services |
| 7 | LPLALPL Financial Holdings | 38.8% | 25.24 | $25.42B | Retail Brokerage |
| 8 | BRBroadridge Financial Solutions | 8.5% | 18.73 | $21.07B | Business Process Automation |
| 9 | SEICSei Investments | 11.1% | 17.58 | $12.43B | Custody and Fund Services |
| 10 | UMBFUmb Financial | 39.3% | 11.14 | $10.22B | Regional Banks |
| 11 | HQYHealthequity | 7.3% | 36.55 | $8.64B | Custody and Fund Services |
| 12 | WBHCWilson Bank Holding | 15.0% | 81.18OUT | $6.76B | Regional Banks |
| 13 | MKTXMarketaxess Holdings | 3.9% | 18.95 | $5.81B | Exchanges |
| 14 | BGCBgc | 27.6% | 29.26 | $5.59B | Institutional Trading |
| 15 | AXAxos Financial | 17.6% | 10.63 | $5.21B | Money Center Banks |
| 16 | MRXMarex | 37.8% | 11.89 | $5.06B | Institutional Trading |
| 17 | CBUCommunity Financial System | 10.0% | 14.38 | $3.28B | Regional Banks |
| 18 | TRMKTrustmark | 4.5% | 11.57 | $2.71B | Regional Banks |
| 19 | NTBBank of N.T. Butterfield & Son | 6.2% | 10.75 | $2.52B | Regional Banks |
| 20 | AMALAmalgamated Financial | 14.4% | 13.33 | $1.51B | Regional Banks |
| 21 | ALRSAlerus Financial | 6.6% | 29.34 | $812.88M | Regional Banks |
| 22 | VRTSVirtus Investment Partners | -7.2% | 6.65 | $796.40M | Asset Management |
| 23 | CBNAChain Bridge Bancorp | 15.4% | 12.37 | $329.50M | Regional Banks |
| 24 | WHGWestwood Holdings | 23.7% | 20.45 | $161.91M | Asset Management |
| 25 | ATCHAtlasClear Holdings | 61.8% | 4.17 | $20.00M | Custody and Fund Services |
Among Custody and Fund Services stocks, the largest companies growing revenue faster than the median (14.4%) while trading below the median P/E (14.60) are Hsbc Holdings (HSBC), Umb Financial (UMBF), Axos Financial (AX), Marex (MRX) and Amalgamated Financial (AMAL). 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 Bank of New York Mellon (BNY), State Street (STT), Broadridge Financial Solutions (BR), Sei Investments (SEIC) and Healthequity (HQY).
The median P/E across the 25 Custody and Fund Services stocks plotted is 14.60, with the middle half between 11.89 and 20.45.
The median is 14.4%, with the middle half between 8.2% and 23.7%.
The rank correlation (Spearman) is -0.05, a no meaningful negative 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 1 companies are outliers on Revenue Growth (1y) (TTM) and 1 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 is included unless you choose primary industry only. Nothing on this page is investment advice.