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MarketGrader - Global Indexes Report Card: Q1 2024

MarketGrader - Global Indexes Report Card: Q1 2024
MarketGrader Equity Ratings Overview

MarketGrader Ratings Overview

MarketGrader US Financials Index


Five Largest Companies
Symbol Name Grade Market Cap Country
JPM JPMorgan Chase & Co. 66.9 ¤552,628 US
WFC Wells Fargo & Company 65.1 ¤210,725 US
AXP American Express Company 67.6 ¤166,490 US
RY Royal Bank of Canada 60.0 ¤137,136 CA
CB Chubb Limited 64.1 ¤101,487 CH

Five Smallest Companies
Symbol Name Grade Market Cap Country
BCSF Bain Capital Specialty Finance, Inc. 69.2 ¤1,089 US
PFBC Preferred Bank 76.4 ¤1,165 US
CASH Pathward Financial, Inc. 69.0 ¤1,289 US
EFSC Enterprise Financial Services Corp 60.1 ¤1,461 US
HEES H&E Equipment Services, Inc. 66.5 ¤1,633 US

Companies with Most Selections Among Current Components
Symbol Name Grade Times* Country
BOKF BOK Financial Corporation 53.9 28 US
JPM JPMorgan Chase & Co. 66.9 28 US
EWBC East West Bancorp, Inc. 71.3 27 US
UNM Unum Group 57.4 25 US
FCNCA First Citizens BancShares, Inc. Class A 68.4 23 US
SNV Synovus Financial Corp. 44.7 23 US
PNC PNC Financial Services Group, Inc. 51.7 22 US
RLI RLI Corp. 57.2 22 US
AXP American Express Company 67.6 21 US
CMA Comerica Incorporated 50.5 21 US
*Number of times selected at Index semi-annual reconstitutions since inception date.
Index Bio
Average Market Cap ¤29,478
Median Market Cap ¤7,510
Avg. 3 Mo. Dollar Vol. ¤132,807,550
Avg. 3 Mo. Trading Vol. 1,815,511
Last Rebalance Date 03/18/2024
Companies Replaced 31
Biggest Sector Increase Financials
Biggest Sector Decrease Financials

Fundamental Attributes
Trailing P/E Ratio (12 Mo.) 10.2
Forward P/E Ratio (12 Mo.) 9.7
Price/Book Ratio 1.3
Avg. Revenue Chg. - 3 Yr 64.2%
Avg. Op. Income Chg. - 3 Yr. 66.3%
Avg. EPS Growth - 3 Yr. 18.8%
Avg. EPS Growth - 1 Yr. 10.9%
Avg. Operating Margin 25.2%
Avg. LT Debt to Total Capital 41.5%
Avg. Return on Equity 14.7%
Dividend Yield 1.9%
Index Average Grade
US Financials Index 60.09
Country Breakdown
United States Of America 86.25%
Bermuda 7.5%
Canada 2.5%
Switzerland 1.25%
Germany 1.25%
Ireland 1.25%
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