January 4, 2024
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 January 4, 2024.
TOP 10 Dividend Investment Strategy
DIVIDEND
VALUE
COMBINED
360° VIEW
1. Virtu Financial (L, US) Investment Banking & Brokerage
1. Virtu Financial (L, US) Investment Banking & Brokerage
84
94
16
9
2. Moelis (L, US) Investment Banking & Brokerage
2. Moelis (L, US) Investment Banking & Brokerage
83
14
96
8
3. Morgan Stanley (XXL, US) Investment Banking & Brokerage
3. Morgan Stanley (XXL, US) Investment Banking & Brokerage
79
71
15
6
4. Goldman Sachs (XXL, US) Investment Banking & Brokerage
4. Goldman Sachs (XXL, US) Investment Banking & Brokerage
67
88
44
23
5. Greenhill (M, US) Investment Banking & Brokerage
5. Greenhill (M, US) Investment Banking & Brokerage
65
47
45
11
6. Nasdaq (XL, US) Financial Exchanges & Data
6. Nasdaq (XL, US) Financial Exchanges & Data
53
36
28
11
7. CME Group (XL, US) Financial Exchanges & Data
7. CME Group (XL, US) Financial Exchanges & Data
52
18
73
76
8. Intercontinental (XL, US) Financial Exchanges & Data
8. Intercontinental (XL, US) Financial Exchanges & Data
46
35
63
74
9. Stifel Financial (XL, US) Investment Banking & Brokerage
9. Stifel Financial (XL, US) Investment Banking & Brokerage
46
82
67
65
10. Evercore (XL, US) Investment Banking & Brokerage
10. Evercore (XL, US) Investment Banking & Brokerage
45
38
50
22
☀ This company has a special achievement which is documented on its stock research page.
January 4, 2024. Top 10s are published weekly following the Top 10 schedule . (Log in or sign up for more stocks)
D.J. US Investing Top 10: Obermatt 360° Investment Strategy
TOP 10 Obermatt 360° Investment Strategy
360° VIEW
VALUE
COMBINED
SENTIMENT
1. Interactive Brokers (L, US) Investment Banking & Brokerage
1. Interactive Brokers (L, US) Investment Banking & Brokerage
88
11
77
87
2. CME Group (XL, US) Financial Exchanges & Data
2. CME Group (XL, US) Financial Exchanges & Data
76
18
73
75
3. Intercontinental (XL, US) Financial Exchanges & Data
3. Intercontinental (XL, US) Financial Exchanges & Data
74
35
63
79
4. INTL FCStone (XXL, US) Investment Banking & Brokerage
4. INTL FCStone (XXL, US) Investment Banking & Brokerage
68
77
50
88
5. Stifel Financial (XL, US) Investment Banking & Brokerage
5. Stifel Financial (XL, US) Investment Banking & Brokerage
65
82
67
60
6. LPLIH (XL, US) Investment Banking & Brokerage
6. LPLIH (XL, US) Investment Banking & Brokerage
60
37
44
69
7. S&P Global (XL, US) Financial Exchanges & Data
7. S&P Global (XL, US) Financial Exchanges & Data
58
8
10
100
8. BGC (L, US) Investment Banking & Brokerage
8. BGC (L, US) Investment Banking & Brokerage
52
63
67
39
9. Piper Jaffray (L, US) Investment Banking & Brokerage
9. Piper Jaffray (L, US) Investment Banking & Brokerage
52
39
100
4
10. Cboe Global Markets (XL, US) Financial Exchanges & Data
10. Cboe Global Markets (XL, US) Financial Exchanges & Data
46
8
26
69
January 4, 2024. Top 10s are published weekly following the Top 10 schedule . (Log in or sign up for more stocks)
D.J. US Investing Top 10: Sentiment Investment Strategy
TOP 10 Sentiment Investment Strategy
SENTIMENT
VALUE
COMBINED
360° VIEW
1. S&P Global (XL, US) Financial Exchanges & Data
1. S&P Global (XL, US) Financial Exchanges & Data
100
8
10
58
2. INTL FCStone (XXL, US) Investment Banking & Brokerage
2. INTL FCStone (XXL, US) Investment Banking & Brokerage
88
77
50
68
3. Interactive Brokers (L, US) Investment Banking & Brokerage
3. Interactive Brokers (L, US) Investment Banking & Brokerage
87
11
77
88
4. Intercontinental (XL, US) Financial Exchanges & Data
4. Intercontinental (XL, US) Financial Exchanges & Data
79
35
63
74
5. CME Group (XL, US) Financial Exchanges & Data
5. CME Group (XL, US) Financial Exchanges & Data
75
18
73
76
6. MSCI (L, US) Financial Exchanges & Data
6. MSCI (L, US) Financial Exchanges & Data
74
26
6
27
7. LPLIH (XL, US) Investment Banking & Brokerage
7. LPLIH (XL, US) Investment Banking & Brokerage
69
37
44
60
8. Cboe Global Markets (XL, US) Financial Exchanges & Data
8. Cboe Global Markets (XL, US) Financial Exchanges & Data
69
8
26
46
9. Raymond James (XL, US) Investment Banking & Brokerage
9. Raymond James (XL, US) Investment Banking & Brokerage
67
49
9
29
10. Stifel Financial (XL, US) Investment Banking & Brokerage
10. Stifel Financial (XL, US) Investment Banking & Brokerage
60
82
67
65
January 4, 2024. Top 10s are published weekly following the Top 10 schedule . (Log in or sign up for more stocks)
D.J. US Investing Top 10: Value Investment Strategy
TOP 10 Value Investment Strategy
VALUE
GROWTH
COMBINED
360° VIEW
1. Virtu Financial (L, US) Investment Banking & Brokerage
1. Virtu Financial (L, US) Investment Banking & Brokerage
94
7
16
9
2. Goldman Sachs (XXL, US) Investment Banking & Brokerage
2. Goldman Sachs (XXL, US) Investment Banking & Brokerage
88
37
44
23
3. Stifel Financial (XL, US) Investment Banking & Brokerage
3. Stifel Financial (XL, US) Investment Banking & Brokerage
82
35
67
65
4. INTL FCStone (XXL, US) Investment Banking & Brokerage
4. INTL FCStone (XXL, US) Investment Banking & Brokerage
77
35
50
68
5. Morgan Stanley (XXL, US) Investment Banking & Brokerage
5. Morgan Stanley (XXL, US) Investment Banking & Brokerage
71
25
15
6
6. BGC (L, US) Investment Banking & Brokerage
6. BGC (L, US) Investment Banking & Brokerage
63
95
67
52
7. Raymond James (XL, US) Investment Banking & Brokerage
7. Raymond James (XL, US) Investment Banking & Brokerage
49
23
9
29
8. Greenhill (M, US) Investment Banking & Brokerage
8. Greenhill (M, US) Investment Banking & Brokerage
47
69
45
11
9. Piper Jaffray (L, US) Investment Banking & Brokerage
9. Piper Jaffray (L, US) Investment Banking & Brokerage
39
71
100
52
10. Evercore (XL, US) Investment Banking & Brokerage
10. Evercore (XL, US) Investment Banking & Brokerage
38
57
50
22
January 4, 2024. Top 10s are published weekly following the Top 10 schedule . (Log in or sign up for more stocks)
D.J. US Investing Top 10: Growth Investment Strategy
TOP 10 Growth Investment Strategy
GROWTH
VALUE
COMBINED
360° VIEW
1. Moody's (XL, US) Financial Exchanges & Data
1. Moody's (XL, US) Financial Exchanges & Data
99
1
8
19
2. BGC (L, US) Investment Banking & Brokerage
2. BGC (L, US) Investment Banking & Brokerage
95
63
67
52
3. Interactive Brokers (L, US) Investment Banking & Brokerage
3. Interactive Brokers (L, US) Investment Banking & Brokerage
91
11
77
88
4. MSCI (L, US) Financial Exchanges & Data
4. MSCI (L, US) Financial Exchanges & Data
77
26
6
27
5. LPLIH (XL, US) Investment Banking & Brokerage
5. LPLIH (XL, US) Investment Banking & Brokerage
73
37
44
60
6. Piper Jaffray (L, US) Investment Banking & Brokerage
6. Piper Jaffray (L, US) Investment Banking & Brokerage
71
39
100
52
7. Greenhill (M, US) Investment Banking & Brokerage
7. Greenhill (M, US) Investment Banking & Brokerage
69
47
45
11
8. Intercontinental (XL, US) Financial Exchanges & Data
8. Intercontinental (XL, US) Financial Exchanges & Data
61
35
63
74
9. Cboe Global Markets (XL, US) Financial Exchanges & Data
9. Cboe Global Markets (XL, US) Financial Exchanges & Data
61
8
26
46
10. Moelis (L, US) Investment Banking & Brokerage
10. Moelis (L, US) Investment Banking & Brokerage
61
14
96
8
January 4, 2024. Top 10s are published weekly following the Top 10 schedule . (Log in or sign up for more stocks)
D.J. US Investing Top 10: Safety Investment Strategy
TOP 10 Safety Investment Strategy
SAFETY
VALUE
COMBINED
360° VIEW
1. CME Group (XL, US) Financial Exchanges & Data
1. CME Group (XL, US) Financial Exchanges & Data
100
18
73
76
2. Piper Jaffray (L, US) Investment Banking & Brokerage
2. Piper Jaffray (L, US) Investment Banking & Brokerage
94
39
100
52
3. MarketAxess (M, US) Financial Exchanges & Data
3. MarketAxess (M, US) Financial Exchanges & Data
89
6
39
23
4. Moelis (L, US) Investment Banking & Brokerage
4. Moelis (L, US) Investment Banking & Brokerage
83
14
96
8
5. Interactive Brokers (L, US) Investment Banking & Brokerage
5. Interactive Brokers (L, US) Investment Banking & Brokerage
81
11
77
88
6. Intercontinental (XL, US) Financial Exchanges & Data
6. Intercontinental (XL, US) Financial Exchanges & Data
71
35
63
74
7. Cboe Global Markets (XL, US) Financial Exchanges & Data
7. Cboe Global Markets (XL, US) Financial Exchanges & Data
65
8
26
46
8. Nasdaq (XL, US) Financial Exchanges & Data
8. Nasdaq (XL, US) Financial Exchanges & Data
61
36
28
11
9. Stifel Financial (XL, US) Investment Banking & Brokerage
9. Stifel Financial (XL, US) Investment Banking & Brokerage
53
82
67
65
10. S&P Global (XL, US) Financial Exchanges & Data
10. S&P Global (XL, US) Financial Exchanges & Data
51
8
10
58
January 4, 2024. Top 10s are published weekly following the Top 10 schedule . (Log in or sign up for more stocks)
D.J. US Investing Top 10: Combined Investment Strategy
TOP 10 Combined Investment Strategy
COMBINED
VALUE
GROWTH
360° VIEW
1. Piper Jaffray (L, US) Investment Banking & Brokerage
1. Piper Jaffray (L, US) Investment Banking & Brokerage
100
39
71
52
2. Moelis (L, US) Investment Banking & Brokerage
2. Moelis (L, US) Investment Banking & Brokerage
96
14
61
8
3. Interactive Brokers (L, US) Investment Banking & Brokerage
3. Interactive Brokers (L, US) Investment Banking & Brokerage
77
11
91
88
4. CME Group (XL, US) Financial Exchanges & Data
4. CME Group (XL, US) Financial Exchanges & Data
73
18
55
76
5. BGC (L, US) Investment Banking & Brokerage
5. BGC (L, US) Investment Banking & Brokerage
67
63
95
52
6. Stifel Financial (XL, US) Investment Banking & Brokerage
6. Stifel Financial (XL, US) Investment Banking & Brokerage
67
82
35
65
7. Intercontinental (XL, US) Financial Exchanges & Data
7. Intercontinental (XL, US) Financial Exchanges & Data
63
35
61
74
8. Evercore (XL, US) Investment Banking & Brokerage
8. Evercore (XL, US) Investment Banking & Brokerage
50
38
57
22
9. INTL FCStone (XXL, US) Investment Banking & Brokerage
9. INTL FCStone (XXL, US) Investment Banking & Brokerage
50
77
35
68
10. Greenhill (M, US) Investment Banking & Brokerage
10. Greenhill (M, US) Investment Banking & Brokerage
45
47
69
11
January 4, 2024. Top 10s are published weekly following the Top 10 schedule . (Log in or sign up 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 January 4, 2024.
Top 10 Stock History D.J. US Investing
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