analyzeportfolio

Financials stocks

As-reported financials for 476 US-listed Financialscompanies, ordered by revenue. Figures come straight from each company’s SEC filings. Click through for statements, metrics, and recent filings.

Across these 476 companies, combined reported revenue is $3.20T, the median net margin is 15.2%, and the median P/E is 12.9×.

CompanyRevenueNet marginP/EMarket cap
BERKSHIRE HATHAWAY INC (BRK.B)$247.24B27.1%12.6×$1.08T
Elevance Health, Inc. (ELV)$199.13B2.8%17.8×$87.41B
JPMORGAN CHASE & CO (JPM)$182.45B31.3%15.2×$943.52B
StoneX Group Inc. (SNEX)$132.38B0.2%18.9×$8.35B
BANK OF AMERICA CORP /DE/ (BAC)$113.10B27.0%14.3×$433.48B
PROGRESSIVE CORP/OH/ (PGR)$87.67B12.9%11.1×$128.16B
CITIGROUP INC (C)$85.22B16.8%14.2×$222.33B
WELLS FARGO & COMPANY/MN (WFC)$83.70B25.5%12.6×$263.21B
METLIFE INC (MET)$77.08B4.4%18.3×$60.00B
ALLSTATE CORP (ALL)$67.69B15.2%5.2×$65.20B
PRUDENTIAL FINANCIAL INC (PRU)$60.77B5.9%10.7×$40.41B
Galaxy Digital Inc. (GLXY)$60.24B-0.4%$13.81B
Chubb Ltd (CB)$59.40B17.4%12.0×$130.69B
MORGAN STANLEY (MS)$59.06B28.5%17.2×$331.45B
GOLDMAN SACHS GROUP INC (GS)$58.28B29.5%15.8×$291.92B
CAPITAL ONE FINANCIAL CORP (COF)$53.43B4.6%11.8×$129.65B
TRAVELERS COMPANIES, INC. (TRV)$48.83B12.9%9.8×$75.90B
MOLINA HEALTHCARE, INC. (MOH)$45.43B1.0%1269.1×$10.60B
AMERICAN EXPRESS CO (AXP)$41.30B26.2%20.0×$218.93B
VISA INC. (V)$40.00B50.1%31.7×$695.79B
PayPal Holdings, Inc. (PYPL)$33.17B15.8%10.0×$44.83B
Mastercard Inc (MA)$32.79B45.6%32.5×$509.05B
Apollo Global Management, Inc. (APO)$32.05B10.9%48.6×$77.77B
US BANCORP \DE\ (USB)$28.54B26.5%12.2×$95.37B
HARTFORD INSURANCE GROUP, INC. (HIG)$28.37B13.5%9.5×$37.14B
HDFC BANK LTD (HDB)$27.76B28.4%15.9×$117.92B
MARSH & MCLENNAN COMPANIES, INC. (MRSH)$26.98B15.4%23.7×$92.23B
AMERICAN INTERNATIONAL GROUP, INC. (AIG)$26.77B11.6%13.8×$39.68B
Athene Holding Ltd. (ATH-PA)$25.68B10.6%3.0×
BlackRock, Inc. (BLK)$24.22B22.9%27.0×$183.29B
SCHWAB CHARLES CORP (SCHW)$23.92B37.0%20.0×$187.25B
REINSURANCE GROUP OF AMERICA INC (RGA)$23.70B5.0%10.8×$16.10B
PNC FINANCIAL SERVICES GROUP, INC. (PNC)$23.10B30.3%13.2×$94.75B
FISERV INC (FISV)$21.19B16.4%10.2×$28.35B
TRUIST FINANCIAL CORP (TFC)$20.32B26.1%11.4×$60.40B
Bank of New York Mellon Corp (BNY)$20.08B27.6%19.0×$110.26B
ARCH CAPITAL GROUP LTD. (ACGL)$19.93B22.1%7.7×$33.65B
KKR & Co. Inc. (KKR)$19.46B12.2%34.0×$98.28B
Corebridge Financial, Inc. (CRBG)$18.48B-2.0%$14.51B
AMERIPRISE FINANCIAL INC (AMP)$18.48B19.3%13.4×$47.93B
LOEWS CORP (L)$18.45B9.0%13.3×$22.22B
LINCOLN NATIONAL CORP (LNC)$18.21B6.5%3.6×$8.29B
EVEREST GROUP, LTD. (EG)$17.50B9.1%8.0×$14.37B
Aon plc (AON)$17.18B21.5%17.7×$69.22B
AFLAC INC (AFL)$17.16B21.2%12.5×$58.17B
LPL Financial Holdings Inc. (LPLA)$16.99B5.1%29.7×$28.16B
PRINCIPAL FINANCIAL GROUP INC (PFG)$15.63B7.6%15.7×$23.41B
MARKEL GROUP INC. (MKL)$15.51B13.6%9.9×$22.27B
S&P Global Inc. (SPGI)$15.34B29.2%26.8×$129.77B
CNA FINANCIAL CORP (CNA)$14.99B8.5%10.9×$13.14B
BERKLEY W R CORP (WRB)$14.71B12.1%13.9×$25.14B
Blackstone Inc. (BX)$14.45B20.9%32.1×$163.35B
Fidelity National Financial, Inc. (FNF)$14.45B4.2%16.5×$12.46B
RAYMOND JAMES FINANCIAL INC (RJF)$14.06B15.2%15.1×$33.33B
Arthur J. Gallagher & Co. (AJG)$13.94B10.7%43.4×$67.16B
STATE STREET CORP (STT)$13.94B21.1%16.9×$51.59B
Unum Group (UNM)$13.08B5.6%21.5×$14.64B
RENAISSANCERE HOLDINGS LTD (RNR)$12.85B20.9%5.8×$13.78B
ASSURANT, INC. (AIZ)$12.81B6.8%13.7×$14.08B
Intercontinental Exchange, Inc. (ICE)$12.64B26.2%22.5×$89.60B
CINCINNATI FINANCIAL CORP (CINF)$12.63B18.9%8.0×$26.15B
Oscar Health, Inc. (OSCR)$11.70B-3.8%$9.21B
Equitable Holdings, Inc. (EQH)$11.66B-11.8%$13.67B
Brookfield Wealth Solutions Ltd. (BNT)$11.63B7.4%47.2×$10.88B
M&T BANK CORP (MTB)$9.69B29.4%12.3×$33.51B
FIRST CITIZENS BANCSHARES INC /DE/ (FCNCA)$9.54B23.1%11.5×$24.18B
WILLIS TOWERS WATSON PLC (WTW)$9.52B16.9%20.7×$31.06B
OLD REPUBLIC INTERNATIONAL CORP (ORI)$9.14B10.2%9.2×$10.25B
PARTNERRE LTD (PREJF)$9.12B25.4%
FIFTH THIRD BANCORP (FITB)$9.02B28.0%17.8×$48.07B
FRANKLIN RESOURCES INC (BEN)$8.77B6.0%23.6×$17.35B
NASDAQ, INC. (NDAQ)$8.26B21.6%28.8×$54.52B
CITIZENS FINANCIAL GROUP INC/RI (CFG)$8.25B22.2%14.8×$28.71B
Voya Financial, Inc. (VOYA)$8.19B8.0%17.1×$9.16B
AMERICAN FINANCIAL GROUP INC (AFG)$8.17B10.3%12.5×$11.83B
HUNTINGTON BANCSHARES INC /MD/ (HBAN)$8.17B27.1%12.8×$33.18B
NORTHERN TRUST CORP (NTRS)$8.09B21.5%16.0×$33.42B
Ally Financial Inc. (ALLY)$7.91B10.8%10.1×$13.00B
MOODYS CORP /DE/ (MCO)$7.72B31.9%32.1×$85.67B
American National Group Inc. (ANG-PD)$7.49B7.1%
KEYCORP /NEW/ (KEY)$7.48B24.5%12.4×$22.63B
First American Financial Corp (FAF)$7.45B8.3%10.2×$7.52B
PRICE T ROWE GROUP INC (TROW)$7.31B28.5%10.9×$23.25B
GENWORTH FINANCIAL INC (GNW)$7.30B3.1%19.4×$3.74B
Coinbase Global, Inc. (COIN)$7.18B17.6%39.7×$46.65B
Brighthouse Financial, Inc. (BHF)$6.77B6.4%4.2×$3.05B
Jackson Financial Inc. (JXN)$6.68B0.4%145.2×$9.05B
HANOVER INSURANCE GROUP, INC. (THG)$6.59B10.0%10.9×$7.93B
AXIS CAPITAL HOLDINGS LTD (AXS)$6.56B15.4%7.1×$7.21B
CME GROUP INC. (CME)$6.52B62.5%24.2×$103.00B
Invesco Ltd. (IVZ)$6.38B-2.7%$14.56B
Interactive Brokers Group, Inc. (IBKR)$6.21B70.2%38.6×$154.01B
GLOBE LIFE INC. (GL)$5.99B19.4%11.5×$13.49B
MERCURY GENERAL CORP (MCY)$5.99B9.0%6.2×
BROWN & BROWN, INC. (BRO)$5.90B17.9%23.0×$24.11B
F&G Annuities & Life, Inc. (FG)$5.73B4.6%7.6×$3.07B
Jefferies Financial Group Inc. (JEF)$5.55B12.3%14.6×$10.81B
SELECTIVE INSURANCE GROUP INC (SIGI)$5.34B8.7%11.5×$5.50B
KEMPER Corp (KMPR)$4.79B3.0%12.4×$1.67B
Carlyle Group Inc. (CG)$4.78B16.9%50.4×$17.24B
Ares Management Corp (ARES)$4.76B11.1%65.9×$45.88B
Cboe Global Markets, Inc. (CBOE)$4.71B23.3%24.0×$32.13B
CNO Financial Group, Inc. (CNO)$4.49B5.1%18.7×$5.06B
Robinhood Markets, Inc. (HOOD)$4.47B42.1%45.8×$93.06B
EURONET WORLDWIDE, INC. (EEFT)$4.24B7.3%11.3×$2.64B
ERIE INDEMNITY CO (ERIE)$4.07B13.8%23.3×$13.39B
Alignment Healthcare, Inc. (ALHC)$3.95B-0.0%$2.83B
Brookfield Asset Management Ltd. (BAM)$3.94B60.8%29.6×$79.32B
Evercore Inc. (EVR)$3.86B15.4%16.3×$11.21B
STIFEL FINANCIAL CORP (SF)$3.77B18.1%14.1×$11.90B
WHITE MOUNTAINS INSURANCE GROUP LTD (WTM)$3.73B29.6%4.9×$5.02B
Virtu Financial, Inc. (VIRT)$3.63B12.9%10.9×$5.77B
WESTERN ALLIANCE BANCORPORATION (WAL)$3.54B27.3%8.9×$8.57B
FIRST HORIZON CORP (FHN)$3.42B28.7%11.8×$11.64B
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION)$3.38B26.6%8.6×$9.73B
Primerica, Inc. (PRI)$3.29B22.8%11.7×$8.97B
ASPEN INSURANCE HOLDINGS LTD (AHL-PD)$3.22B10.6%6.0×
SiriusPoint Ltd (SPNT)$3.21B14.3%5.9×$2.80B
UWM Holdings Corp (UWMC)$3.16B0.9%11.4×$3.93B
Enova International, Inc. (ENVA)$3.15B9.8%18.1×$5.89B
NAVIENT CORP (NAVI)$3.11B-2.6%$891.9M
Lazard, Inc. (LAZ)$3.10B7.6%21.3×$4.21B
Janus Henderson Group Ltd. (JHG)$3.10B26.3%10.3×$8.00B
RYAN SPECIALTY HOLDINGS, INC. (RYAN)$2.99B2.1%57.2×$16.51B
Futu Holdings Ltd (FUTU)$2.94B49.6%12.2×$16.72B
STEWART INFORMATION SERVICES CORP (STC)$2.92B4.0%15.3×$2.13B
Hamilton Insurance Group, Ltd. (HG)$2.91B28.9%6.2×$3.48B
WEBSTER FINANCIAL CORP (WBS)$2.90B34.6%12.6×$12.57B
BLUE OWL CAPITAL INC. (OWL)$2.87B2.7%106.2×$18.30B
Circle Internet Group, Inc. (CRCL)$2.75B-2.5%$24.39B
Qfin Holdings, Inc. (QFIN)$2.75B31.1%2.0×$1.07B
WINTRUST FINANCIAL CORP (WTFC)$2.73B30.2%12.1×$10.33B
HOULIHAN LOKEY, INC. (HLI)$2.62B16.3%22.4×$9.29B
Pelagos Insurance Capital Ltd (PLGO)$2.50B9.0%6.1×$2.09B
Morningstar, Inc. (MORN)$2.45B15.3%20.8×$8.21B
BGC Group, Inc. (BGC)$2.44B6.3%30.0×$5.70B
TPG Inc. (TPG)$2.42B7.6%78.2×$20.47B
Bakkt, Inc. (BKKT)$2.34B-4.6%$370.9M
CREDIT ACCEPTANCE CORP (CACC)$2.32B18.3%13.3×$6.16B
COLUMBIA BANKING SYSTEM, INC. (COLB)$2.30B23.9%12.0×$8.69B
SEI INVESTMENTS CO (SEIC)$2.30B31.1%19.7×$13.40B
CULLEN/FROST BANKERS, INC. (CFR)$2.24B29.0%15.4×$10.15B
Freedom Holding Corp. (FRHC)$2.19B7.0%72.6×$11.15B
Chime Financial, Inc. (CHYM)$2.19B-46.2%$11.99B
AFFILIATED MANAGERS GROUP, INC. (AMG)$2.07B34.5%13.0×$9.59B
Tradeweb Markets Inc. (TW)$2.05B39.6%25.5×$23.05B
StepStone Group Inc. (STEP)$1.99B-26.9%$6.41B
GREEN DOT CORP (GDOT)$1.99B-5.0%$760.2M
Atlanticus Holdings Corp (ATLC)$1.97B6.2%12.1×$1.41B
FinVolution Group (FINV)$1.94B18.7%3.0×$783.8M
CLOVER HEALTH INVESTMENTS, CORP. /DE (CLOV)$1.92B-4.4%$2.28B
PIPER SANDLER COMPANIES (PIPR)$1.90B14.8%17.5×$5.34B
RLI CORP (RLI)$1.88B21.4%13.5×$5.90B
LexinFintech Holdings Ltd. (LX)$1.88B12.8%1.2×$145.3M
Kinsale Capital Group, Inc. (KNSL)$1.87B26.9%15.5×$8.67B
FEDERATED HERMES, INC. (FHI)$1.80B22.4%11.8×$4.64B
ENCORE CAPITAL GROUP INC (ECPG)$1.77B14.5%7.7×$2.16B
HORACE MANN EDUCATORS CORP /DE/ (HMN)$1.70B9.5%12.0×$2.08B
PJT Partners Inc. (PJT)$1.70B10.6%24.6×$7.66B
SelectQuote, Inc. (SLQT)$1.62B3.8%$91.8M
UNIVERSAL INSURANCE HOLDINGS, INC. (UVE)$1.60B11.4%5.7×$1.20B
SSR MINING INC. (SSRM)$1.60B24.7%14.0×$7.60B
Root, Inc. (ROOT)$1.52B2.7%15.4×$853.7M
Baldwin Insurance Group, Inc. (BWIN)$1.49B-2.3%$2.93B
ASSOCIATED BANC-CORP (ASB)$1.49B31.9%10.8×$5.82B
Axos Financial, Inc. (AX)$1.48B33.1%11.6×$5.56B
Hagerty, Inc. (HGTY)$1.46B10.2%100.9×$4.50B
Affirm Holdings, Inc. (AFRM)$1.44B13.5×$23.60B
TRUPANION, INC. (TRUP)$1.44B1.4%55.9×$1.29B
OPPENHEIMER HOLDINGS INC (OPY)$1.42B10.4%13.3×$1.28B
Skyward Specialty Insurance Group, Inc. (SKWD)$1.42B12.0%13.6×$2.36B
UNITED FIRE GROUP INC (UFCS)$1.39B8.5%10.0×$1.38B
MIAMI INTERNATIONAL HOLDINGS, INC. (MIAX)$1.36B-5.1%$4.27B
Dolby Laboratories, Inc. (DLB)$1.35B18.9%26.1×$5.75B
FULTON FINANCIAL CORP (FULT)$1.31B29.8%11.4×$4.48B
CRAWFORD & CO (CRD-A)$1.31B1.5%27.3×$611.6M
Victory Capital Holdings, Inc. (VCTR)$1.31B25.3%21.5×$7.26B
SAFETY INSURANCE GROUP INC (SAFT)$1.26B7.9%22.3×$1.52B
Pagaya Technologies Ltd. (PGY)$1.26B6.5%15.4×$1.75B
Essent Group Ltd. (ESNT)$1.26B54.7%9.6×$6.19B
Enact Holdings, Inc. (ACT)$1.24B54.6%10.4×$6.75B
Walker & Dunlop, Inc. (WD)$1.23B4.6%36.8×$1.39B
MGIC INVESTMENT CORP (MTG)$1.21B60.8%9.7×$6.36B
PRA GROUP INC (PRAA)$1.20B-25.4%$720.6M
RADIAN GROUP INC (RDN)$1.20B48.7%9.0×$4.82B
Artisan Partners Asset Management Inc. (APAM)$1.20B24.3%10.4×$3.02B
Slide Insurance Holdings, Inc. (SLDE)$1.16B38.4%5.7×$2.74B
BANC OF CALIFORNIA, INC. (BANC)$1.12B20.5%16.1×$2.98B
LendingTree, Inc. (TREE)$1.12B13.5%2.2×$406.6M
ASSURED GUARANTY LTD (AGO)$1.11B45.3%10.0×$3.32B
PROASSURANCE CORP (PRA)$1.10B4.6%19.8×$1.29B
BankUnited, Inc. (BKU)$1.09B24.5%12.7×$3.31B
X Financial (XYF)$1.09B19.2%2.5×$213.4M
ONITY GROUP INC. (ONIT)$1.07B17.8%2.2×$295.9M
UNITED COMMUNITY BANKS INC (UCB)$1.06B30.9%11.4×$4.17B
Upstart Holdings, Inc. (UPST)$1.04B5.1%56.2×$2.79B
ROYAL GOLD INC (RGLD)$1.03B45.2%29.8×$22.27B
GLACIER BANCORP, INC. (GBCI)$1.03B23.2%19.4×$6.16B
FIRST BANCORP /PR/ (FBP)$1.00B34.5%11.8×$4.28B
DONEGAL GROUP INC (DGICA)$978.0M8.1%10.0×$711.6M
CORVEL CORP (CRVL)$958.5M11.5%30.8×$3.50B
Oportun Financial Corp (OPRT)$956.7M2.6%18.4×$338.5M
Accelerant Holdings (ARX)$912.9M$4.30B
MARA Holdings, Inc. (MARA)$907.1M$4.12B
HCI Group, Inc. (HCI)$900.9M33.2%8.0×$2.32B
Jiayin Group Inc. (JFIN)$889.8M24.7%2.8×$99.4M
FIRST HAWAIIAN, INC. (FHB)$880.8M31.4%11.2×$3.14B
Palomar Holdings, Inc. (PLMR)$876.0M22.5%17.7×$3.49B
PROVIDENT FINANCIAL SERVICES INC (PFS)$870.4M33.5%9.8×$3.07B
Employers Holdings, Inc. (EIG)$858.7M1.3%62.2×$883.1M
VIRTUS INVESTMENT PARTNERS, INC. (VRTS)$852.9M15.9%9.4×$1.11B
Heritage Insurance Holdings, Inc. (HRTG)$847.3M23.1%4.8×$1.01B
MARKETAXESS HOLDINGS INC (MKTX)$846.3M29.1%19.2×$5.73B
PATHWARD FINANCIAL, INC. (CASH)$839.9M22.1%10.2×$1.69B
InterDigital, Inc. (IDCC)$834.0M48.8%39.4×$8.65B
COMMUNITY FINANCIAL SYSTEM, INC. (CBU)$818.0M25.7%14.7×$3.32B
CATHAY GENERAL BANCORP (CATY)$817.9M38.5%12.1×$4.14B
Yiren Digital Ltd. (YRD)$817.8M1.0%22.6×
Mechanics Bancorp (MCHB)$808.6M32.9%11.9×$3.44B
BRC Group Holdings, Inc. (RILY)$789.0M39.0%0.6×$283.4M
CLEANSPARK, INC. (CLSK)$766.3M47.6%$2.99B
Hamilton Lane INC (HLNE)$759.0M32.8%16.6×$5.68B
Perella Weinberg Partners (PWP)$750.9M4.7%63.1×$1.64B
Lemonade, Inc. (LMND)$737.9M-22.4%$4.10B
GREENLIGHT CAPITAL RE, LTD. (GLRE)$729.8M10.3%10.4×$501.7M
WAFD INC (WAFD)$725.5M31.2%11.4×$2.67B
Eastern Bankshares, Inc. (EBC)$722.6M12.2%12.5×$5.12B
FIRST BUSEY CORP /NV/ (BUSE)$719.6M18.8%12.4×$2.50B
BANK OF HAWAII CORP (BOH)$716.6M28.7%14.4×$3.05B
IREN Ltd (IREN)$707.0M-99.4%$14.63B
NMI Holdings, Inc. (NMIH)$706.4M55.1%8.8×$3.37B
Bancorp, Inc. (TBBK)$703.8M32.4%12.2×$2.62B
NBT BANCORP INC (NBTB)$697.0M24.3%12.5×$2.67B
Cango Inc. (CANG)$688.1M-90.4%$75.5M
James River Group Holdings, Inc. (JRVR)$687.6M6.9%9.4×$191.4M
Brookfield Oaktree Holdings, LLC (OAK-PA)$679.5M36.7%9.7×
LESAKA TECHNOLOGIES INC (LSAK)$659.7M-13.3%$395.5M
Riot Platforms, Inc. (RIOT)$647.4M$7.13B
Regional Management Corp. (RM)$645.6M6.9%6.9×$300.3M
SoFi Technologies, Inc. (SOFI)$619.4M77.7%36.3×$22.02B
Bitcoin Depot Inc. (BTMCQ)$614.9M-1.0%$226,971
Jefferson Capital, Inc. / DE (JCAP)$613.3M30.6%3.7×$1.21B
UP Fintech Holding Ltd (TIGR)$612.1M28.0%10.6×$877.6M
Bank of N.T. Butterfield & Son Ltd (NTB)$606.8M38.2%10.4×$2.33B
WORLD ACCEPTANCE CORP (WRLD)$585.2M5.9%23.2×$857.1M
Webull Corp (BULL)$571.0M4.3%15.5×$4.93B
Waterdrop Inc. (WDH)$568.8M14.2%4.4×$350.6M
Digital Turbine, Inc. (APPS)$565.3M-6.7%$1.21B
Acadian Asset Management Inc. (AAMI)$563.7M14.2%33.8×$3.40B
GCM Grosvenor Inc. (GCMG)$557.6M8.1%26.6×$813.0M
PARK NATIONAL CORP /OH/ (PRK)$557.2M32.3%17.7×$3.58B
COHEN & STEERS, INC. (CNS)$556.1M27.6%24.8×$4.15B
Dave Inc./DE (DAVE)$554.2M35.3%23.1×$4.35B
eHealth, Inc. (EHTH)$554.0M7.2%$35.9M
Beacon Financial Corp (BBT)$553.0M16.3%10.2×$2.63B
Bowhead Specialty Holdings Inc. (BOW)$551.6M9.8%18.2×$1.11B
Canaan Inc. (CAN)$529.7M-39.7%$236.8M
International General Insurance Holdings Ltd. (IGIC)$516.9M24.6%10.6×$1.12B
Figure Technology Solutions, Inc. (FIGR)$506.9M26.4%38.3×$7.56B
Finance of America Companies Inc. (FOA)$497.4M9.1%4.6×$157.3M
WisdomTree, Inc. (WT)$493.8M22.1%44.6×$3.65B
Bitfufu Inc. (FUFU)$477.5M-6.5%$206.7M
Strategy Inc (MSTR)$477.2M$49.61B
Hippo Holdings Inc. (HIPO)$468.6M12.3%7.0×$867.4M
Resolute Holdings Management, Inc. (RHLD)$462.1M-1.3%$1.06B
PEOPLES BANCORP INC (PEBO)$459.3M23.2%12.0×$1.42B
Dime Commercial Bancshares, Inc. /NY/ (DCOM)$452.9M24.4%14.6×$1.78B
Global Indemnity Group, LLC (GBLI)$450.1M5.6%12.3×$424.6M
TOMPKINS FINANCIAL CORP (TMP)$446.6M36.1%8.0×$1.41B
Ategrity Specialty Insurance Co Holdings (ASIC)$424.3M17.4%12.3×$1.27B
CONSUMER PORTFOLIO SERVICES, INC. (CPSS)$422.7M4.6%10.1×$198.9M
TRICO BANCSHARES / (TCBK)$419.2M29.0%12.9×$1.72B
REPUBLIC BANCORP INC /KY/ (RBCAA)$417.5M31.5%14.5×$1.86B
National Bank Holdings Corp (NBHC)$416.1M26.3%17.3×$1.84B
Burford Capital Ltd (BUR)$413.4M15.1%15.6×$957.4M
HA Sustainable Infrastructure Capital, Inc. (HASI)$400.5M46.1%60.8×$5.08B
FIRST BANCORP /NC/ (FBNC)$390.3M28.5%19.7×$2.63B
Ethos Technologies Inc. (LIFE)$387.6M18.4%28.7×$3.35B
NOAH HOLDINGS LTD (NOAH)$373.3M21.4%6.8×$588.3M
QCR HOLDINGS INC (QCRH)$369.5M34.4%11.9×$1.63B
Goosehead Insurance, Inc. (GSHD)$365.3M7.6%50.0×$2.45B
WEALTHFRONT CORP (WLTH)$365.0M-11.5%$1.38B
GoHealth, Inc. (GOCOQ)$361.8M-71.1%$9.9M
GERMAN AMERICAN BANCORP, INC. (GABC)$361.4M31.2%13.0×$1.85B
SECURITY NATIONAL FINANCIAL CORP (SNFCA)$344.6M9.3%7.0×$227.1M
AMERICAN COASTAL INSURANCE Corp (ACIC)$335.4M31.8%4.7×$449.1M
UNIVEST FINANCIAL Corp (UVSP)$328.1M27.7%12.0×$1.15B
Business First Bancshares, Inc. (BFST)$324.7M27.1%11.1×$1.02B
Core Scientific, Inc./tx (CORZ)$319.0M-90.5%$5.24B
AMERISAFE INC (AMSF)$317.3M14.9%10.5×$484.5M
Metropolitan Bank Holding Corp. (MCB)$315.1M22.6%11.7×$1.14B
CITY HOLDING CO (CHCO)$314.2M41.5%15.9×$2.03B
HIVE Digital Technologies Ltd. (HIVE)$297.8M-49.8%$762.5M
Ridgepost Capital, Inc. (RPC)$297.3M6.6%35.1×$929.3M
CENTRAL PACIFIC FINANCIAL CORP (CPF)$292.7M26.5%12.1×$978.4M
ACACIA RESEARCH CORP (ACTG)$285.2M7.6%20.3×$436.2M
NI Holdings, Inc. (NODK)$285.1M-3.7%$306.1M
PEAPACK GLADSTONE FINANCIAL CORP (PGC)$283.0M13.2%15.7×$800.9M
American Integrity Insurance Group, Inc. (AII)$276.5M36.0%6.2×$509.4M
Cohen & Co Inc. (COHN)$275.6M5.2%2.4×$36.1M
INVESTORS TITLE CO (ITIC)$272.8M12.9%14.2×$577.7M
HANMI FINANCIAL CORP (HAFC)$270.2M28.2%10.5×$919.1M
CAMDEN NATIONAL CORP (CAC)$255.8M25.5%10.8×$956.0M
CITIZENS, INC. (CIA)$255.6M5.7%17.5×$194.5M
AlTi Global, Inc. (ALTI)$255.0M-46.9%$625.3M
ORRSTOWN FINANCIAL SERVICES INC (ORRF)$252.1M32.1%9.4×$825.3M
OCTAVE SPECIALTY GROUP INC (OSG)$251.2M$207.2M
TWFG, Inc. (TWFG)$248.5M16.6%48.0×$371.0M
Abacus Global Management, Inc. (ABX)$235.2M15.5%35.6×$938.8M
Hut 8 Corp. (HUT)$235.1M-96.2%$9.69B
Athena Bitcoin Global (ABIT)$234.6M-2.6%$24.6M
Keel Infrastructure Corp. (KEEL)$229.3M$2.17B
WASHINGTON TRUST BANCORP INC (WASH)$229.0M22.8%13.7×$752.9M
WILSON BANK HOLDING CO (WBHC)$226.8M33.4%
Huize Holding Ltd (HUIZ)$226.3M0.3%5.1×$15.4M
INDEPENDENT BANK CORP /MI/ (IBCP)$225.7M30.4%10.6×$754.9M
SHORE BANCSHARES INC (SHBI)$225.1M26.4%11.7×$772.2M
Cipher Digital Inc. (CIFR)$223.9M$6.65B
KINGSTONE COMPANIES, INC. (KINS)$214.9M19.0%8.1×$290.8M
NORTHRIM BANCORP INC (NRIM)$212.8M30.4%8.4×$570.1M
Capitol Federal Financial, Inc. (CFFN)$201.0M33.8%13.1×$1.07B
LandBridge Co LLC (LB)$199.1M15.1%76.0×$6.62B
FARMERS NATIONAL BANC CORP /OH/ (FMNB)$188.6M28.9%10.5×$924.9M
ATLANTIC AMERICAN CORP (AAME)$188.2M-2.3%$27.6M
American Bitcoin Corp. (ABTC)$185.2M-82.7%$1.07B
Binah Capital Group, Inc. (BCG)$182.0M1.3%14.5×$24.7M
Gemini Space Station, Inc. (GEMI)$179.6M$539.4M
CIVISTA BANCSHARES, INC. (CIVB)$172.6M26.8%10.2×$569.3M
Better Home & Finance Holding Co (BETR)$164.9M$232.4M
CHOICEONE FINANCIAL SERVICES INC (COFS)$161.7M17.4%8.8×$501.9M
Neptune Insurance Holdings Inc. (NP)$159.6M23.4%163.5×$4.49B
SOS Ltd (SOS)$154.3M-63.1%$14.6M
Carter Bankshares, Inc. (CARE)$153.2M20.5%5.4×$729.4M
ACNB CORP (ACNB)$151.7M24.4%12.1×$650.7M
TERAWULF INC. (WULF)$151.6M$7.66B
C & F FINANCIAL CORP (CFFI)$140.8M19.1%10.2×$297.8M
AMTD Digital Inc. (HKD)$136.1M71.3%9.8×$524.8M
KINGSWAY Corp (KWY)$135.0M-0.0%$289.9M
Silvercrest Asset Management Group Inc. (SAMG)$125.3M3.9%72.6×$79.5M
Dominari Holdings Inc. (DOMH)$123.1M-18.2%$61.1M
Exodus Movement, Inc. (EXOD)$121.6M-9.3%$222.6M
Bit Digital, Inc (BTBT)$113.6M-70.7%$562.6M
Maase Inc. (MAAS)$109.1M-25.1%$7.31B
First Western Financial Inc (MYFW)$101.9M12.9%16.6×$301.4M
AMTD IDEA GROUP (AMTD)$101.2M66.4%1.5×$70.2M
Inflection Point Acquisition Corp. III (IPCX)$100.0M0.5%19.8×$136.2M
MESABI TRUST (MSB)$98.6M94.6%27.4×
WESTWOOD HOLDINGS GROUP INC (WHG)$97.8M7.2%22.7×$188.8M
Pioneer Bancorp, Inc./MD (PBFS)$96.3M21.1%25.2×$426.3M
SIEBERT FINANCIAL CORP (SIEB)$94.2M5.4%16.8×$89.7M
DigitalBridge Group, Inc. (DBRG)$94.0M10.0×$2.99B
Open Lending Corp (LPRO)$93.2M-4.5%$371.5M
FIRST NATIONAL CORP /VA/ (FXNC)$90.3M19.6%12.9×$278.2M
FIRST UNITED CORP/MD/ (FUNC)$88.7M27.6%11.2×$278.8M
Usio, Inc. (USIO)$85.4M-2.9%$78.9M
Greystone Housing Impact Investors LP (GHI)$85.4M-8.9%$148.9M
MBIA INC (MBI)$80.0M$244.9M
Antalpha Platform Holding Co (ANTA)$79.7M30.7%13.7×$89.1M
AIFU Inc. (AIFU)$79.6M$130.8M
WhiteFiber, Inc. (WYFI)$77.7M-31.8%$689.6M
GBank Financial Holdings Inc. (GBFH)$76.0M27.5%15.7×$291.8M
MainStreet Bancshares, Inc. (MNSB)$73.6M21.2%12.4×$179.7M
Horizon Kinetics Holding Corp (HKHC)$72.8M7.0%10.3×$485.3M
BGIN BLOCKCHAIN Ltd (BGIN)$67.4M$222.9M
Tri-County Financial Group, Inc. (TYFG)$67.3M20.3%11.9×$189.8M
GPGI, Inc. (GPGI)$59.8M$3.83B
AMERISERV FINANCIAL INC /PA/ (ASRV)$59.3M9.5%9.5×$82.3M
Vulcan Infrastructure & Power Inc. (VIP)$58.8M9.0%14.2×$31.3M
Maiden Holdings, Ltd. (MHLA)$56.4M
Roadzen Inc. (RDZN)$55.0M-40.9%$126.0M
JOINT Corp (JYNT)$54.9M5.3%60.1×$118.9M
Mount Logan Capital Inc. (MLCI)$53.6M$35.7M
FB Bancorp, Inc. /MD/ (FBLA)$52.1M2.4%92.6×$228.5M
XChange TEC.INC (XHG)$51.3M$180.9M
Marblegate Capital Corp (MGTE)$48.5M-92.6%$86.1M
Presurance Holdings, Inc. (PRHI)$43.3M-42.6%$25.2M
iShares S&P GSCI Commodity-Indexed Trust (GSG)$42.5M7.4×
UTG INC (UTGN)$42.3M40.3%4.8×$169.7M
SWK Holdings Corp (SWKHL)$41.5M-6.1%
Big Digital Energy, Inc. (BGDE)$39.8M-59.5%$42.5M
Zhibao Technology Inc. (ZBAO)$38.7M-22.4%$5.2M
HENNESSY ADVISORS INC (HNNA)$35.5M28.0%9.5×$79.0M
Digi Power X Inc. (DGXX)$34.2M-82.9%$408.6M
Kestrel Group Ltd (KG)$34.0M0.9×$59.2M
VALUE LINE INC (VALU)$33.4M64.7%15.9×$343.7M
Health In Tech, Inc. (HIT)$33.3M3.8%48.4×$63.4M
Eightco Holdings Inc. (ORBS)$33.0M$318.4M
Amber International Holding Ltd (AMBR)$32.8M-88.7%$109.4M
Fold Holdings, Inc. (FLD)$31.8M$33.6M
Marygold Companies, Inc. (MGLD)$30.2M-19.3%$46.8M
Soluna Holdings, Inc (SLNH)$29.7M$271.5M
Sharplink, Inc. (SBET)$28.1M$1.78B
AI Financial Corp (AIFC)$24.8M$76.9M
SOLAI Ltd (SLAIY)$23.0M$2.5M
Triller Group Inc. (ILLR)$21.6M$20.2M
QDM International Inc. (QDMI)$21.5M35.1%6.6×$57.8M
PennyMac Financial Services, Inc. (PFSI)$20.1M10.1×$3.81B
9F Inc. (JFU)$19.2M1.4×$32.8M
Forward Industries, Inc. (FWDI)$18.2M$491.8M
Troops, Inc. /Cayman Islands/ (TROO)$17.1M$262.6M
BTCS Inc. (BTCS)$16.5M$72.2M
VerifyMe, Inc. (VRME)$16.4M-29.9%$8.4M
UPEXI, INC. (UPXI)$15.8M-86.5%$79.3M
The9 LTD (NCTY)$15.4M$71.8M
BTC Digital Ltd. (BTCT)$14.0M-64.5%$35.6M
Associated Capital Group, Inc. (ACGP)$13.2M15.9×$686.5M
TON Strategy Co (TONX)$12.8M$179.0M
STANDARD PREMIUM FINANCE HOLDINGS, INC. (SPFX)$12.5M9.7%8.4×$8.6M
Reliance Global Group, Inc. (EZRA)$12.4M-56.2%$2.2M
DeFi Development Corp. (DFDV)$11.4M$154.4M
Sphere 3D Corp. (ANY)$11.2M$21.0M
Waton Financial Ltd (WTF)$11.1M$128.3M
AtlasClear Holdings, Inc. (ATCH)$10.9M53.0%$28.7M
Lion Group Holding Ltd (LGHL)$9.4M-52.8%$3.9M
POWERCOMPUTE, INC. (PWCM)$8.8M$2.0M
U S GLOBAL INVESTORS INC (GROW)$8.5M-4.0%$41.3M
Beeline Holdings, Inc. (BLNE)$7.8M$32.4M
SHF Holdings, Inc. (SHFS)$7.7M-28.2%$2.0M
High Templar Tech Ltd (HTT)$5.9M4.0×$394.4M
XCel Brands, Inc. (XELB)$4.9M$6.4M
FG Nexus Inc. (FGNX)$2.4M$40.1M
TIPTREE INC. (TIPT)$488,00024.4×$689.7M
United States Oil Fund, LP (USO)$320,800
BitVentures Ltd (BVC)$0$2.04B
Advanced Flower Capital Inc. (AFCG)$77.5M
ARES CAPITAL CORP (ARCC)14.9×$14.41B
Barings BDC, Inc. (BBDC)11.4×$988.4M
BCP Investment Corp (BCIC)7.5×$96.3M
Bain Capital Specialty Finance, Inc. (BCSF)12.0×$779.7M
Blackstone Secured Lending Fund (BXSL)19.5×$5.83B
Crescent Capital BDC, Inc. (CCAP)5.9×$391.3M
Carlyle Secured Lending, Inc. (CGBD)23.5×$824.3M
CION Investment Corp (CION)$369.5M
FIDUS INVESTMENT Corp (FDUS)9.6×$751.5M
Franklin BSP Capital Corp (FRBP)14.6×$1.37B
FS KKR Capital Corp (FSK)310.3×$3.43B
GLADSTONE INVESTMENT CORPORATION\DE (GAIN)3.9×
GOLUB CAPITAL BDC, Inc. (GBDC)19.6×$3.42B
Great Elm Capital Corp. (GECC)$84.9M
GLADSTONE CAPITAL CORP (GLAD)9.5×$455.3M
Goldman Sachs BDC, Inc. (GSBD)19.7×$1.15B
Horizon Technology Finance Corp (HRZN)$312.4M
Hercules Capital, Inc. (HTGC)8.6×$3.30B
Investcorp Credit Management BDC, Inc. (ICMB)$12.1M
Kayne Anderson BDC, Inc. (KBDC)12.3×$898.8M
Chicago Atlantic BDC, Inc. (LIEN)7.4×$236.0M
Main Street Capital CORP (MAIN)11.8×$5.51B
MidCap Financial Investment Corp (MFIC)$808.1M
Morgan Stanley Direct Lending Fund (MSDL)21.9×$1.29B
MSC INCOME FUND, INC. (MSIF)5.9×$584.5M
Nuveen Churchill Direct Lending Corp. (NCDL)13.0×$617.8M
New Mountain Finance Corp (NMFC)47.7×$720.7M
Neostellar Capital Corp. (NSLR)2.5×$268.2M
Blue Owl Capital Corp (OBDC)20.2×$5.72B
Oaktree Specialty Lending Corp (OCSL)27.1×$1.17B
OFS Capital Corp (OFS)$48.0M
Blue Owl Technology Finance Corp. (OTF)13.9×$5.35B
Oxford Square Capital Corp. (OXSQ)$144.3M
PennantPark Floating Rate Capital Ltd. (PFLT)14.7×$743.1M
PhenixFIN Corp (PFX)22.6×$90.4M
PGIM Private Credit Fund (PGIM)
PRINCETON CAPITAL CORP (PIAC)$2.7M
PENNANTPARK INVESTMENT CORP (PNNT)25.0×$244.9M
Palmer Square Capital BDC Inc. (PSBD)$320.3M
PROSPECT CAPITAL CORP (PSEC)38.0×$1.17B
RAND CAPITAL CORP (RAND)$32.8M
Runway Growth Finance Corp. (RWAY)27.8×$280.0M
SARATOGA INVESTMENT CORP. (SAR)18.7×$297.5M
Stellus Capital Investment Corp (SCM)8.4×$246.6M
SLR Investment Corp. (SLRC)9.2×$695.0M
Firsthand Technology Value Fund, Inc. (SVVC)$68,925
BlackRock TCP Capital Corp. (TCPC)$349.0M
TriplePoint Venture Growth BDC Corp. (TPVG)5.5×$223.1M
Trinity Capital Inc. (TRIN)10.7×$1.67B
Sixth Street Specialty Lending, Inc. (TSLX)19.9×$1.80B
WhiteHorse Finance, Inc. (WHF)9.1×$151.8M

Source: company XBRL financial statements on SEC EDGAR. Sector classification derived from SIC codes.

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Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated. Informational only. Not investment advice.