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3 Financials Stocks Worth Your Attention

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Financial providers use their expertise in capital allocation and risk assessment to help facilitate economic growth while offering consumers and businesses essential financial services. But uncertainty about fiscal and monetary policy has tempered enthusiasm, limiting the industry's gains to 10.9% over the past six months. This return lagged the S&P 500's 15.4% climb.

The elite companies can churn out earnings growth under any circumstance, however, and our mission at StockStory is to help you find them. Taking that into account, here are three resilient financials stocks at the top of our wish list.

WisdomTree (WT)

Market Cap: $1.54 billion

Originally founded as a financial media company before pivoting to ETF management in 2006, WisdomTree (NYSE: WT) is a financial services company that creates and manages exchange-traded funds (ETFs) and other investment products for individual and institutional investors.

Why Will WT Outperform?

  1. Impressive 17.4% annual revenue growth over the last two years indicates it’s winning market share this cycle
  2. Incremental sales significantly boosted profitability as its annual earnings per share growth of 57.1% over the last two years outstripped its revenue performance
  3. Market-beating return on equity illustrates that management has a knack for investing in profitable ventures

WisdomTree is trading at $11.37 per share, or 12.4x forward P/E. Is now the time to initiate a position? Find out in our full research report, it’s free for active Edge members.

Raymond James (RJF)

Market Cap: $31.98 billion

Founded in 1962 and headquartered in St. Petersburg, Florida, Raymond James Financial (NYSE: RJF) is a diversified financial services company that provides wealth management, investment banking, asset management, and banking services to individuals and institutions.

Why Should You Buy RJF?

  1. 12% annual revenue growth over the last five years surpassed the sector average as its products resonated with customers
  2. Share repurchases have increased shareholder returns as its annual earnings per share growth of 21.2% exceeded its revenue gains over the last five years
  3. Balance sheet strength has increased this cycle as its 14.4% annual tangible book value per share growth over the last two years was exceptional

At $163.82 per share, Raymond James trades at 13.5x forward P/E. Is now a good time to buy? See for yourself in our comprehensive research report, it’s free for active Edge members .

Berkshire Hathaway (BRK.A)

Market Cap: $1.09 trillion

Led by legendary investor Warren Buffett since 1965, transforming it from a struggling textile manufacturer into a corporate giant, Berkshire Hathaway (NYSE: BRK.A) is a diversified holding company that owns businesses across insurance, railroads, utilities, manufacturing, retail, and services sectors.

Why Is BRK.A Interesting?

  1. Earnings growth has easily exceeded the peer group average over the last two years as its EPS has compounded at 18.9% annually
  2. Annual tangible book value per share growth of 15.9% over the last five years was superb and indicates its capital strength increased during this cycle
  3. Market-beating return on equity illustrates that management has a knack for investing in profitable ventures

Berkshire Hathaway’s stock price of $752,710 implies a valuation ratio of 22.8x forward P/E. Is now the right time to buy? Find out in our full research report, it’s free for active Edge members.

Stocks We Like Even More

The market’s up big this year - but there’s a catch. Just 4 stocks account for half the S&P 500’s entire gain. That kind of concentration makes investors nervous, and for good reason. While everyone piles into the same crowded names, smart investors are hunting quality where no one’s looking - and paying a fraction of the price. Check out the high-quality names we’ve flagged in our Top 9 Market-Beating Stocks. This is a curated list of our High Quality stocks that have generated a market-beating return of 244% over the last five years (as of June 30, 2025).

Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,326% between June 2020 and June 2025) as well as under-the-radar businesses like the once-small-cap company Comfort Systems (+782% five-year return). Find your next big winner with StockStory today for free. Find your next big winner with StockStory today. Find your next big winner with StockStory today

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