Financial Services
6 companies analysed from SEC EDGAR filings. Compare valuations, profitability, and risk across the sector.
Macro regime signal · XLF
Current: Inflationary BoomOverweight★★★★★
Rising rates expand net interest margins. Loan demand strong.
Signal across all regimes
Goldilocks
Neutral★★★★★
Inflationary Boom ←
Overweight★★★★★
Stagflation
Underweight★★★★★
Deflationary Bust
Avoid★★★★★
Liquidity Boom
Neutral★★★★★
Rate Hike Cycle
Strong buy★★★★★
Rate Cut Anticipation
Underweight★★★★★
Volatility Shock
Avoid★★★★★
Companies
6
Total mkt cap
—
Sector P/E (ETF)
—
Avg gross margin
70.7%
Strong / Positive
1
Caution / At Risk
0
Metrics comparison
| Company | Mkt Cap↓ | P/E (vs sector) | Gross Margin | Net Margin | D/E Ratio | Risks |
|---|---|---|---|---|---|---|
| OPFIOppFi Inc. | — | — | — | — | 0.85 | — |
| COINCoinbase Global, Inc. | — | — | — | 17.6% | 0.49 | 1 |
| MSTRSTRATEGY INC | — | — | 70.7% | -830.3% | 0.19 | 4 |
| UPSTUpstart Holdings, Inc. | — | — | — | 5.1% | — | 2 |
| AXPAMERICAN EXPRESS CO | — | — | — | 38.9% | 1.68 | 1 |
| SOFISoFi Technologies, Inc. | — | — | — | 77.7% | 0.52 | 3 |