| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LAZ | Lazard Inc | -0.64 | 51.15 | 30.40 | 20.34 | 13.69 | 1.51 | 7.41 | 8.98 | 3.91 | 5.46 | Capital Markets |
| TW | Tradeweb Markets Inc | -1.45 | 129.02 | -1.90 | 61.79 | 38.62 | 18.67 | 4.82 | 36.25 | 0.31 | 1.29 | Capital Markets |
| PIPR | Piper Jaffray Companies | 1.47 | 304.36 | 4.30 | 32.54 | 20.71 | 3.53 | 4.16 | 9.22 | 1.48 | 1.75 | Capital Markets |
| SF | Stifel Financial Corp | 7.35 | 113.88 | 1.20 | 20.57 | 14.38 | 2.03 | 2.39 | 32.53 | 1.48 | 1.15 | Capital Markets |
| EVR | Evercore Partners Inc | 1.95 | 282.60 | 10.80 | 36.28 | 20.25 | 3.84 | 6.91 | 16.02 | 1.12 | 1.77 | Capital Markets |
| HLI | Houlihan Lokey | 4.34 | 181.20 | 7.30 | 37.04 | 25.81 | 5.95 | 6.43 | 25.16 | 1.26 | 1.53 | Capital Markets |
| MC | Moelis | 4.68 | 77.34 | 1.30 | 145.46 | 30.65 | 6.11 | 14.85 | 30.19 | 3.10 | 4.83 | Capital Markets |
| GS | Goldman Sachs Group | 9.31 | 625.94 | -0.30 | 15.44 | 12.22 | 1.56 | 1.84 | 5.22 | 1.99 | 1.46 | Capital Markets |
| JEF | Jefferies Financial Group Inc | -3.38 | 75.75 | -4.70 | 25.46 | 12.84 | 1.62 | 1.53 | 23.69 | 2.18 | 7.35 | Capital Markets |
| MS | Morgan Stanley | 9.66 | 137.87 | 0.40 | 17.34 | 14.64 | 2.07 | 2.34 | 8.88 | 2.92 | 1.12 | Capital Markets |
| SCHW | The Charles Schwab Corp | 3.24 | 76.41 | 0.10 | 29.87 | 19.06 | 5.45 | 3.57 | 5.05 | 1.31 | 0.81 | Capital Markets |
| IBKR | Interactive Brokers | 7.60 | 190.09 | 7.00 | 29.56 | 26.10 | 8.88 | 4.99 | 5.24 | 0.47 | 1.58 | Capital Markets |
| LPLA | Lpl Financial Holdings | 6.87 | 348.93 | 26.50 | 26.25 | 17.64 | 2.27 | 9.42 | 171.04 | 0.34 | 1.06 | Capital Markets |
| MKTX | Marketaxess Holdings | -2.45 | 220.50 | 10.30 | 29.85 | 27.32 | 10.25 | 6.00 | 28.20 | 1.34 | 3.06 | Capital Markets |
| XP | XP Inc Cl A | 1.18 | 11.99 | 10.70 | 7.81 | 7.66 | 1.97 | 1.64 | 0.72 | 4.59 | 4.28 | Capital Markets |
Investment involves risk. As a general rule, you should only trade in financial products that you are familiar with and understand the risk associated with them. The risk warning described in each financial product below is not exhaustive, you should carefully consider your investment experience, financial situation, investment objective, risk tolerance level and consult your independent financial adviser as to the suitability of your situation prior making any investment.
