| Ticker | Name | Performance (YTD) | Price | Return on Equity vs Industry | P/E | Forward P/E | P/S | P/B | P/Free Cash Flow | Dividend Yield | Float Short | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GS | Goldman Sachs Group | 29.56 | 741.89 | -0.40 | 16.35 | 13.99 | 1.79 | 2.06 | 3.36 | 1.88 | 1.99 | Capital Markets |
| JEF | Jefferies Financial Group Inc | -20.23 | 62.54 | -6.60 | 23.70 | 15.19 | 1.43 | 1.25 | 27.92 | 2.58 | 2.33 | Capital Markets |
| LAZ | Lazard Inc | 8.76 | 55.99 | 28.50 | 19.33 | 13.71 | 1.68 | 7.12 | 9.66 | 3.57 | 4.49 | Capital Markets |
| MS | Morgan Stanley | 17.74 | 148.02 | 0.80 | 16.77 | 15.38 | 2.16 | 2.40 | 11.80 | 2.62 | 1.20 | Capital Markets |
| SCHW | The Charles Schwab Corp | 29.48 | 95.83 | 1.40 | 25.80 | 17.64 | 6.52 | 4.07 | 4.41 | 1.13 | 1.17 | Capital Markets |
| TW | Tradeweb Markets Inc | -2.24 | 127.99 | -3.10 | 49.33 | 33.15 | 15.64 | 4.48 | 30.06 | 0.38 | 2.56 | Capital Markets |
| EVR | Evercore Partners Inc | 15.39 | 319.86 | 15.60 | 29.09 | 17.38 | 3.80 | 7.46 | 17.21 | 1.04 | 3.37 | Capital Markets |
| HLI | Houlihan Lokey | 13.84 | 197.69 | 6.50 | 33.33 | 22.56 | 5.60 | 6.38 | 18.80 | 1.21 | 1.48 | Capital Markets |
| MC | Moelis | -1.80 | 72.55 | 26.10 | 28.59 | 21.53 | 4.23 | 10.43 | 12.23 | 3.65 | 3.97 | Capital Markets |
| PIPR | Piper Jaffray Companies | 13.37 | 336.46 | 4.90 | 28.39 | 18.60 | 3.71 | 4.57 | 38.18 | 2.08 | 2.73 | Capital Markets |
| SF | Stifel Financial Corp | 7.78 | 114.33 | -2.00 | 22.11 | 12.21 | 1.94 | 2.38 | 8.83 | 1.61 | 1.90 | Capital Markets |
| IBKR | Interactive Brokers | 41.28 | 62.40 | 5.10 | 32.73 | 28.79 | 2.85 | 5.71 | 0.84 | 0.50 | 2.24 | Capital Markets |
| LPLA | Lpl Financial Holdings | 11.00 | 362.44 | 9.70 | 24.79 | 15.50 | 2.05 | 5.71 | 637.99 | 0.34 | 2.75 | Capital Markets |
| MKTX | Marketaxess Holdings | -16.51 | 188.73 | 3.80 | 31.76 | 22.83 | 8.39 | 5.09 | 19.48 | 1.62 | 3.54 | Capital Markets |
| XP | XP Inc Cl A | 38.90 | 16.46 | 9.80 | 10.64 | 8.41 | 2.75 | 2.38 | 1.02 | 6.06 | 6.96 | Capital Markets |
| AMRK | A-Mark Precious Meta | -12.12 | 24.08 | -6.40 | 16.19 | 10.00 | 0.05 | 0.92 | 4.06 | 3.32 | 8.80 | Capital Markets |
