May 25, 2023
Snapshot Top 10: Dow Jones U.S. Investment Services Index



The Top 10 performing stocks in the Dow Jones U.S. Investment Services Index are shown for seven different investment strategies. Whether you are looking for value, growth or dividend stocks, or you want stocks that rank well overall, you can see the top 10 stock picks, together with how they rank on a scale of 1 to 100 from the perspective of different investment strategies. We have also added our newest Sentiment and 360° View ranks, which encapsulate the market voices of analysts and professional investors into a simple ranking for easily evaluating stocks. As an objective research provider, Obermatt has been refining its stock analysis algorithms for more than 10 years (no AI used here!)

Select any stock for the detailed analysis of that stock's performance across the different investment analyses. Please note that the Top 10 stocks focus only on Large to XX-Large companies.


What the six ranks mean

For every stock, we judge its performance against its peers and rank it on a scale of 1 to 100. The higher the rank, the better the stock performs than its peers. And, we do this for six investment strategies:

Value - shows how good of a value the stock is. Green is "inexpensive"; red is "expensive".

Growth - shows a company's growth potential. Green is "high growth" expected; red is "tough times ahead".

Safety - relates to the amount of debt a company has. Green is low debt level; red is high debt level.

Combined Financial - this isn't an average of the first three ranks but rather a consolidated view across several financial indicators. Green = good; red = tread carefully.

(NEW) Sentiment - quantifies professional analyst ratings and holdings as well as market pulse. Green = positive sentiment; red = skepticism (Only available to Premium Subscribers).

(NEW) 360° View - the ultimate rating with all financial and non-financial indicators.

Special Analysis: TOP 10 Dividend Investment Strategy

Many people ask for tips about dividend stocks. These are the Top 10 dividend stocks in the Dow Jones U.S. Investment Services Index as of May 25, 2023.

TOP 10 Dividend Investment Strategy Value Strategy DIVIDEND Value Strategy VALUE Combined Strategy COMBINED 360° Strategy 360° VIEW
1. Moelis (L, US)  Investment Banking & Brokerage
1. Moelis (L, US)   Investment Banking & Brokerage 98 34 96 8
2. Greenhill (S, US)  Investment Banking & Brokerage
2. Greenhill (S, US)   Investment Banking & Brokerage 90 88 82 32
3. Virtu Financial (L, US)  Investment Banking & Brokerage
3. Virtu Financial (L, US)   Investment Banking & Brokerage 83 97 42 56
4. Morgan Stanley (XXL, US)  Investment Banking & Brokerage
4. Morgan Stanley (XXL, US)   Investment Banking & Brokerage 68 72 19 22
5. Goldman Sachs (XXL, US)  Investment Banking & Brokerage
5. Goldman Sachs (XXL, US)   Investment Banking & Brokerage 65 83 57 77
6. CME Group (XL, US)  Financial Exchanges & Data
6. CME Group (XL, US)   Financial Exchanges & Data 52 18 28 23
7. Evercore (L, US)  Investment Banking & Brokerage
7. Evercore (L, US)   Investment Banking & Brokerage 52 68 50 22
8. Nasdaq (XL, US)  Financial Exchanges & Data
8. Nasdaq (XL, US)   Financial Exchanges & Data 48 18 11 27
9. Intercontinental (XL, US)  Financial Exchanges & Data
9. Intercontinental (XL, US)   Financial Exchanges & Data 48 30 60 79
10. Stifel Financial (XL, US)  Investment Banking & Brokerage
10. Stifel Financial (XL, US)   Investment Banking & Brokerage 46 84 84 52

☀ This company has a special achievement which is documented on its stock research page.

May 25, 2023. Top 10s are published weekly following the . ( or for more stocks)


D.J. US Investing Top 10: Obermatt 360° Investment Strategy

TOP 10 Obermatt 360° Investment Strategy 360° Strategy 360° VIEW Value Strategy VALUE Combined Strategy COMBINED Sentiment Strategy SENTIMENT
1. Piper Jaffray (L, US)   Investment Banking & Brokerage
1. Piper Jaffray (L, US)   Investment Banking & Brokerage 86 52 100 34
2. Intercontinental (XL, US)   Financial Exchanges & Data
2. Intercontinental (XL, US)   Financial Exchanges & Data 79 30 60 82
3. Interactive Brokers (XL, US)   Investment Banking & Brokerage
3. Interactive Brokers (XL, US)   Investment Banking & Brokerage 78 7 71 67
4. Goldman Sachs (XXL, US)   Investment Banking & Brokerage
4. Goldman Sachs (XXL, US)   Investment Banking & Brokerage 77 83 57 73
5. LPLIH (XL, US)   Investment Banking & Brokerage
5. LPLIH (XL, US)   Investment Banking & Brokerage 69 42 62 60
6. BGC (L, US)   Investment Banking & Brokerage
6. BGC (L, US)   Investment Banking & Brokerage 62 86 91 20
7. S&P Global (XXL, US)   Financial Exchanges & Data
7. S&P Global (XXL, US)   Financial Exchanges & Data 58 5 15 100
8. Virtu Financial (L, US)   Investment Banking & Brokerage
8. Virtu Financial (L, US)   Investment Banking & Brokerage 56 97 42 71
9. MarketAxess (M, US)   Financial Exchanges & Data
9. MarketAxess (M, US)   Financial Exchanges & Data 53 1 86 11
10. Stifel Financial (XL, US)   Investment Banking & Brokerage
10. Stifel Financial (XL, US)   Investment Banking & Brokerage 52 84 84 20

May 25, 2023. Top 10s are published weekly following the . ( or for more stocks)


D.J. US Investing Top 10: Sentiment Investment Strategy

TOP 10 Sentiment Investment Strategy Sentiment Strategy SENTIMENT Value Strategy VALUE Combined Strategy COMBINED 360° Strategy 360° VIEW
1. S&P Global (XXL, US)   Financial Exchanges & Data
1. S&P Global (XXL, US)   Financial Exchanges & Data 100 5 15 58
2. MSCI (L, US)   Financial Exchanges & Data
2. MSCI (L, US)   Financial Exchanges & Data 85 19 17 46
3. Intercontinental (XL, US)   Financial Exchanges & Data
3. Intercontinental (XL, US)   Financial Exchanges & Data 82 30 60 79
4. Nasdaq (XL, US)   Financial Exchanges & Data
4. Nasdaq (XL, US)   Financial Exchanges & Data 76 18 11 27
5. Goldman Sachs (XXL, US)   Investment Banking & Brokerage
5. Goldman Sachs (XXL, US)   Investment Banking & Brokerage 73 83 57 77
6. Moody's (XL, US)   Financial Exchanges & Data
6. Moody's (XL, US)   Financial Exchanges & Data 73 3 4 17
7. Virtu Financial (L, US)   Investment Banking & Brokerage
7. Virtu Financial (L, US)   Investment Banking & Brokerage 71 97 42 56
8. Interactive Brokers (XL, US)   Investment Banking & Brokerage
8. Interactive Brokers (XL, US)   Investment Banking & Brokerage 67 7 71 78
9. LPLIH (XL, US)   Investment Banking & Brokerage
9. LPLIH (XL, US)   Investment Banking & Brokerage 60 42 62 69
10. CME Group (XL, US)   Financial Exchanges & Data
10. CME Group (XL, US)   Financial Exchanges & Data 58 18 28 23

May 25, 2023. Top 10s are published weekly following the . ( or for more stocks)


D.J. US Investing Top 10: Value Investment Strategy

TOP 10 Value Investment Strategy Value Strategy VALUE Growth Strategy GROWTH Combined Strategy COMBINED 360° Strategy 360° VIEW
1. Virtu Financial (L, US)   Investment Banking & Brokerage
1. Virtu Financial (L, US)   Investment Banking & Brokerage 97 3 42 56
2. Greenhill (S, US)   Investment Banking & Brokerage
2. Greenhill (S, US)   Investment Banking & Brokerage 88 77 82 32
3. BGC (L, US)   Investment Banking & Brokerage
3. BGC (L, US)   Investment Banking & Brokerage 86 93 91 62
4. Stifel Financial (XL, US)   Investment Banking & Brokerage
4. Stifel Financial (XL, US)   Investment Banking & Brokerage 84 55 84 52
5. Goldman Sachs (XXL, US)   Investment Banking & Brokerage
5. Goldman Sachs (XXL, US)   Investment Banking & Brokerage 83 65 57 77
6. INTL FCStone (XXL, US)   Investment Banking & Brokerage
6. INTL FCStone (XXL, US)   Investment Banking & Brokerage 76 25 46 39
7. Morgan Stanley (XXL, US)   Investment Banking & Brokerage
7. Morgan Stanley (XXL, US)   Investment Banking & Brokerage 72 21 19 22
8. Evercore (L, US)   Investment Banking & Brokerage
8. Evercore (L, US)   Investment Banking & Brokerage 68 29 50 22
9. Raymond James (XXL, US)   Investment Banking & Brokerage
9. Raymond James (XXL, US)   Investment Banking & Brokerage 62 71 60 49
10. Piper Jaffray (L, US)   Investment Banking & Brokerage
10. Piper Jaffray (L, US)   Investment Banking & Brokerage 52 79 100 86

May 25, 2023. Top 10s are published weekly following the . ( or for more stocks)


D.J. US Investing Top 10: Growth Investment Strategy

TOP 10 Growth Investment Strategy Growth Strategy GROWTH Value Strategy VALUE Combined Strategy COMBINED 360° Strategy 360° VIEW
1. MarketAxess (M, US)   Financial Exchanges & Data
1. MarketAxess (M, US)   Financial Exchanges & Data 97 1 86 53
2. Interactive Brokers (XL, US)   Investment Banking & Brokerage
2. Interactive Brokers (XL, US)   Investment Banking & Brokerage 97 7 71 78
3. BGC (L, US)   Investment Banking & Brokerage
3. BGC (L, US)   Investment Banking & Brokerage 93 86 91 62
4. MSCI (L, US)   Financial Exchanges & Data
4. MSCI (L, US)   Financial Exchanges & Data 91 19 17 46
5. LPLIH (XL, US)   Investment Banking & Brokerage
5. LPLIH (XL, US)   Investment Banking & Brokerage 87 42 62 69
6. Piper Jaffray (L, US)   Investment Banking & Brokerage
6. Piper Jaffray (L, US)   Investment Banking & Brokerage 79 52 100 86
7. Greenhill (S, US)   Investment Banking & Brokerage
7. Greenhill (S, US)   Investment Banking & Brokerage 77 88 82 32
8. Moody's (XL, US)   Financial Exchanges & Data
8. Moody's (XL, US)   Financial Exchanges & Data 75 3 4 17
9. Raymond James (XXL, US)   Investment Banking & Brokerage
9. Raymond James (XXL, US)   Investment Banking & Brokerage 71 62 60 49
10. Goldman Sachs (XXL, US)   Investment Banking & Brokerage
10. Goldman Sachs (XXL, US)   Investment Banking & Brokerage 65 83 57 77

May 25, 2023. Top 10s are published weekly following the . ( or for more stocks)


D.J. US Investing Top 10: Safety Investment Strategy

TOP 10 Safety Investment Strategy Safety Strategy SAFETY Value Strategy VALUE Combined Strategy COMBINED 360° Strategy 360° VIEW
1. CME Group (XL, US)  Financial Exchanges & Data
1. CME Group (XL, US)   Financial Exchanges & Data 98 18 28 23
2. Piper Jaffray (L, US)  Investment Banking & Brokerage
2. Piper Jaffray (L, US)   Investment Banking & Brokerage 96 52 100 86
3. MarketAxess (M, US)  Financial Exchanges & Data
3. MarketAxess (M, US)   Financial Exchanges & Data 89 1 86 53
4. Moelis (L, US)  Investment Banking & Brokerage
4. Moelis (L, US)   Investment Banking & Brokerage 83 34 96 8
5. Interactive Brokers (XL, US)  Investment Banking & Brokerage
5. Interactive Brokers (XL, US)   Investment Banking & Brokerage 73 7 71 78
6. Intercontinental (XL, US)  Financial Exchanges & Data
6. Intercontinental (XL, US)   Financial Exchanges & Data 72 30 60 79
7. Cboe Global Markets (XL, US)  Financial Exchanges & Data
7. Cboe Global Markets (XL, US)   Financial Exchanges & Data 64 6 14 9
8. Nasdaq (XL, US)  Financial Exchanges & Data
8. Nasdaq (XL, US)   Financial Exchanges & Data 63 18 11 27
9. Stifel Financial (XL, US)  Investment Banking & Brokerage
9. Stifel Financial (XL, US)   Investment Banking & Brokerage 57 84 84 52
10. S&P Global (XXL, US)  Financial Exchanges & Data
10. S&P Global (XXL, US)   Financial Exchanges & Data 49 5 15 58

May 25, 2023. Top 10s are published weekly following the . ( or for more stocks)


D.J. US Investing Top 10: Combined Investment Strategy

TOP 10 Combined Investment Strategy Combined Strategy COMBINED Value Strategy VALUE Growth Strategy GROWTH 360° Strategy 360° VIEW
1. Piper Jaffray (L, US)  Investment Banking & Brokerage
1. Piper Jaffray (L, US)   Investment Banking & Brokerage 100 52 79 86
2. Moelis (L, US)  Investment Banking & Brokerage
2. Moelis (L, US)   Investment Banking & Brokerage 96 34 63 8
3. BGC (L, US)  Investment Banking & Brokerage
3. BGC (L, US)   Investment Banking & Brokerage 91 86 93 62
4. MarketAxess (M, US)  Financial Exchanges & Data
4. MarketAxess (M, US)   Financial Exchanges & Data 86 1 97 53
5. Stifel Financial (XL, US)  Investment Banking & Brokerage
5. Stifel Financial (XL, US)   Investment Banking & Brokerage 84 84 55 52
6. Greenhill (S, US)  Investment Banking & Brokerage
6. Greenhill (S, US)   Investment Banking & Brokerage 82 88 77 32
7. Interactive Brokers (XL, US)  Investment Banking & Brokerage
7. Interactive Brokers (XL, US)   Investment Banking & Brokerage 71 7 97 78
8. LPLIH (XL, US)  Investment Banking & Brokerage
8. LPLIH (XL, US)   Investment Banking & Brokerage 62 42 87 69
9. Raymond James (XXL, US)  Investment Banking & Brokerage
9. Raymond James (XXL, US)   Investment Banking & Brokerage 60 62 71 49
10. Intercontinental (XL, US)  Financial Exchanges & Data
10. Intercontinental (XL, US)   Financial Exchanges & Data 60 30 51 79

May 25, 2023. Top 10s are published weekly following the . ( or for more stocks)


☀ This company has a special achievement which is documented on its stock research page.

Top 10 lists may contain fewer than 10 stocks due to Obermatt’s top 10 quality standards.

Top 10 Stocks from the purely fact-based Obermatt Method in the stock index Dow Jones U.S. Investment Services Index from May 25, 2023.

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