Financial institutions play a critical role, offering everything from consumer banking to wealth management and specialized financial solutions. Still, investors are uneasy as companies face challenges from an unpredictable interest rate and inflation environment. These doubts have caused the industry to lag recently as financials stocks have collectively shed 8.5% over the past six months. This drop is a noticeable divergence from the S&P 500’s 7.7% return.
The elite companies can churn out earnings growth under any circumstance, however, and our mission at StockStory is to help you find them. With that said, here are three financials stocks boasting durable advantages.
S&P Global (SPGI)
Market Cap: $132 billion
Tracing its roots back to 1860 when it published the first railroad industry manual, S&P Global (NYSE: SPGI) provides credit ratings, market intelligence, commodity data, automotive analytics, and financial indices that help investors and businesses make decisions.
Why Should SPGI Be on Your Watchlist?
- Annual revenue growth of 10.8% over the last two years was above the sector average and underscores its products and services value to customers
- Share repurchases have increased shareholder returns as its annual earnings per share growth of 18.9% exceeded its revenue gains over the last two years
- Stellar return on equity showcases management’s ability to surface highly profitable business ventures
S&P Global is trading at $439.71 per share, or 22.3x forward P/E. Is now the right time to buy? See for yourself in our in-depth research report, it’s free.
EVERTEC (EVTC)
Market Cap: $1.75 billion
Operating one of Latin America's leading PIN debit networks called ATH, EVERTEC (NYSE: EVTC) is a payment transaction processor and financial technology provider that enables merchants and financial institutions across Latin America and the Caribbean to accept and process electronic payments.
Why Is EVTC a Top Pick?
- Annual revenue growth of 15.8% over the last two years was superb and indicates its market share increased during this cycle
- Earnings per share have outperformed the peer group average over the last two years, increasing by 13.1% annually
- Market-beating return on equity illustrates that management has a knack for investing in profitable ventures
EVERTEC’s stock price of $28.33 implies a valuation ratio of 6.7x forward P/E. Is now the time to initiate a position? Find out in our full research report, it’s free.
Nubank (NU)
Market Cap: $72.74 billion
With well over one hundred million customers across Brazil, Mexico, and Colombia through its viral member-get-member referral program, Nubank (NYSE: NU) is a digital banking platform that offers financial services including spending, saving, investing, borrowing, and protection products to millions of customers across Latin America.
Why Do We Love NU?
- Annual revenue growth of 39.1% over the past two years was outstanding, reflecting market share gains this cycle
- Performance over the past two years shows its incremental sales were extremely profitable, as its annual earnings per share growth of 72.8% outpaced its revenue gains
At $14.99 per share, Nubank trades at 17.3x forward P/E. Is now a good time to buy? See for yourself in our full research report, it’s free.
Stocks We Like Even More
ALSO WORTH WATCHING: Top 5 Momentum Stocks. The best time to own a great stock is when the market is finally noticing it. These aren't just high-quality businesses. Something is happening with them right now. Elite fundamentals meeting near-term momentum — both boxes checked at the same time.
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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 Exlservice (+354% five-year return). Find your next big winner with StockStory today.
