Financial services stocks: 25 companies analyzed
The 25 financial services and payments companies Fintols covers, such as American Express, BlackRock and Capital One: P/E, growth, margin and dividend with dated figures.
This group includes card networks, payment processors, asset managers, stock exchanges, credit rating agencies, brokerages and consumer lenders that aren’t traditional banks. Many collect a small fee on every transaction or on the money they manage, so revenue grows with spending, investing and trading volumes. Others sell data, indexes or software to financial institutions through recurring subscriptions, which tends to make that income steady. Scale matters enormously, because the biggest networks and platforms become the default choice for merchants and consumers alike.
Since the group is so mixed, the right metrics differ. For payments, watch total volume processed, the average take rate and operating margin, which can be extremely high at the big networks because one more transaction costs almost nothing. For asset managers, track assets under management and whether clients are adding or pulling money. For exchanges and rating agencies, look at how recurring revenue is. If the company lends, analyze it more like a bank: credit losses, funding costs and capital. Across the board, free cash flow and return on capital help you compare such different business models side by side.
Risks include regulation that caps fees, competition from fintech apps and digital wallets, dependence on market activity (when stocks fall, asset managers earn less) and cybersecurity breaches. A tip for beginners: first figure out whether the company gets paid on volume, on assets or for taking credit risk, because each model reacts very differently when a recession or market sell-off arrives.
With data as of November 4, 2026, of the 25 financial services and payments companies Fintols covers, the largest by market value is Visa ($816.0 billion) among those quoted in dollars and Deutsche Börse (€56.8 billion) among those quoted in euros, the fastest-growing in its latest quarter is Nu Holdings (+52.1% in sales) and the highest dividend yield belongs to Blackstone (4.28%). The typical company in the group trades on a P/E of 27.9x and keeps a net margin of 25.8% (medians). Figures come from Yahoo Finance, the same source the Fintols analysis uses; N/A means the figure is not available.
Financial services companies on Fintols
| Company | Market cap | P/E | Revenue growth | Net margin | Dividend yield |
|---|---|---|---|---|---|
| Visa (V) | $816.0 billion | 35.4x | +13.2% | 51.2% | 0.64% |
| Mastercard (MA) | $586.0 billion | 35.2x | +14.0% | 46.7% | 0.54% |
| American Express (AXP) | $223.0 billion | 18.7x | +11.3% | 16.8% | 1.17% |
| BlackRock (BLK) | $198.9 billion | 27.9x | +19.1% | 24.2% | 1.97% |
| Charles Schwab (SCHW) | $161.5 billion | 16.0x | +16.9% | 39.3% | 1.43% |
| Blackstone (BX) | $150.1 billion | 28.0x | -0.5% | 23.0% | 4.28% |
| S&P Global (SPGI) | $139.6 billion | 28.8x | +6.8% | 30.6% | 0.83% |
| Capital One (COF) | $126.6 billion | 12.6x | +6.2% | 22.2% | 1.53% |
| CME Group (CME) | $110.3 billion | 25.3x | +13.0% | 63.5% | 1.71% |
| Intercontinental Exchange (ICE) | $97.8 billion | 23.8x | +14.7% | 38.1% | 1.22% |
| KKR (KKR) | $93.6 billion | 32.4x | +7.8% | 12.2% | 0.81% |
| Moody's (MCO) | $91.1 billion | 32.4x | +0.8% | 35.3% | 0.82% |
| Robinhood (HOOD) | $78.7 billion | 40.3x | +11.8% | 39.0% | 0.00% |
| Apollo (APO) | $72.5 billion | N/A | -52.3% | -3.0% | 1.98% |
| Strategy (MSTR) | $60.3 billion | N/A | -2.5% | 0.0% | 0.00% |
| Nu Holdings (NU) | $57.9 billion | 16.4x | +52.1% | 42.7% | 0.00% |
| Deutsche Börse (DB1.DE) | €56.8 billion | 26.3x | +16.2% | 27.4% | 1.34% |
| Block (XYZ) | $52.6 billion | 115.3x | +9.3% | 1.4% | 0.00% |
| PayPal (PYPL) | $50.0 billion | 11.5x | +2.0% | 13.8% | 0.96% |
| Coinbase (COIN) | $40.1 billion | N/A | -34.2% | -12.9% | 0.00% |
| Adyen (ADYEN.AS) | €27.0 billion | 24.0x | +18.9% | 43.6% | 0.00% |
| Affirm (AFRM) | $25.5 billion | 13.7x | +33.0% | 45.3% | 0.00% |
| SoFi (SOFI) | $22.5 billion | 31.6x | +43.9% | 15.7% | 0.00% |
| Upstart (UPST) | $2.3 billion | 38.3x | +34.1% | 4.7% | 0.00% |
| Fiserv (FI) | N/A | N/A | N/A | N/A | N/A |
Financial services comparisons
- PayPal vs Visa
- American Express vs BlackRock
- American Express vs Mastercard
- American Express vs Visa
- BlackRock vs Mastercard
- BlackRock vs Visa
- Capital One vs Charles Schwab
- Capital One vs S&P Global
Other sectors
- Software and cloud
- Hardware and devices
- Semiconductor
- Internet and media
- Telecom
- Banking
- Insurance
- Healthcare
- Consumer staples
- Retail
- Luxury and apparel
- Restaurant
- Automotive
- Energy
- Utility
- Industrial
- Aerospace and defense
- Travel and leisure
- Construction and infrastructure
- Materials
- Real estate (REIT)
See all stocks by sector or by index: S&P 500, S&P 100, IBEX 35 and Euro Stoxx 50. Educational content, not investment advice.