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 Value Strategy DIVIDEND Value Strategy VALUE Combined Strategy COMBINED 360° Strategy 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 . ( 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. 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 . ( 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 (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 . ( 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 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 . ( 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. 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 . ( 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 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 . ( 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 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 . ( 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 January 4, 2024.

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