| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| IBKR | Interactive Brokers | 13.61 | 73.06 | 4.40 | 33.04 | 26.61 | 3.12 | 6.37 | 1.19 | 0.46 | 2.35 | Capital Markets |
| MKTX | Marketaxess Holdings | -2.09 | 177.46 | 2.40 | 26.66 | 19.73 | 7.75 | 4.78 | 19.06 | 1.79 | 5.21 | Capital Markets |
| XP | XP Inc Cl A | 20.77 | 19.77 | 7.80 | 11.96 | 9.67 | 3.28 | 2.34 | 1.75 | 3.44 | 3.46 | Capital Markets |
| PIPR | Piper Jaffray Companies | -5.41 | 321.32 | 4.90 | 20.32 | 13.69 | 2.98 | 3.96 | 119.44 | 2.78 | 2.74 | Capital Markets |
| SF | Stifel Financial Corp | -5.17 | 118.75 | -2.60 | 20.20 | 10.74 | 1.90 | 2.02 | 8.79 | 1.69 | 2.31 | Capital Markets |
| EVR | Evercore Partners Inc | -6.20 | 319.17 | 15.70 | 22.79 | 13.65 | 3.18 | 6.80 | 11.92 | 1.10 | 1.56 | Capital Markets |
| HLI | Houlihan Lokey | -4.81 | 165.81 | 6.00 | 25.47 | 18.91 | 4.36 | 5.04 | 15.64 | 1.45 | 1.85 | Capital Markets |
| MC | Moelis | -5.70 | 64.82 | 30.30 | 22.06 | 15.23 | 3.44 | 8.96 | 9.97 | 4.14 | 5.83 | Capital Markets |
| TW | Tradeweb Markets Inc | 7.88 | 116.01 | -1.00 | 30.69 | 26.10 | 13.32 | 3.79 | 24.25 | 0.48 | 2.00 | Capital Markets |
| GOLD | Gold.com Inc | 69.46 | 57.70 | -11.60 | 121.42 | 16.15 | 0.09 | 2.20 | 5.68 | 1.04 | 11.08 | Capital Markets |
| GS | Goldman Sachs Group | 2.91 | 904.55 | -0.80 | 17.63 | 13.87 | 2.23 | 2.53 | 4.74 | 2.01 | 2.04 | Capital Markets |
| JEF | Jefferies Financial Group Inc | -12.73 | 54.08 | -7.60 | 19.10 | 9.68 | 1.25 | 1.06 | 2.12 | 3.17 | 3.32 | Capital Markets |
| LAZ | Lazard Inc | 7.06 | 51.99 | 18.20 | 23.93 | 10.68 | 1.54 | 5.86 | 9.49 | 3.85 | 5.50 | Capital Markets |
| MS | Morgan Stanley | -5.33 | 168.06 | 0.60 | 16.47 | 13.65 | 2.23 | 2.89 | 25.82 | 2.52 | 1.17 | Capital Markets |
| SCHW | The Charles Schwab Corp | -4.83 | 95.08 | 2.20 | 20.41 | 13.87 | 6.10 | 3.99 | 8.22 | 1.26 | 0.92 | Capital Markets |
