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Banking & Finance stocks

Peer comparison of the 9 Banking & Finance stocks tracked by R40, ordered by market cap.

9 stocks
Above 40
7 of 9
Median R40
57
Median revenue growth
+15.0%
Median FCF margin
+37.5%
Top score
BAC 107 2026 Q2
Lowest score
MS 12 2026 Q2

Ordered by market cap, largest first — not by Rule of 40 score.

Company R40 Market cap Price Revenue growth FCF margin P/E
Berkshire Hathaway Inc. Class B BRK-B Berkshire Hathaway Inc. Class B R40162026 Q2 $1.08T $497.95 +10.0% +5.5% 12.6
JPMorgan Chase & Co. JPM JPMorgan Chase & Co. R40432026 Q2 $891.32B $330.83 +17.9% +25.2% 14.0
Visa Inc. V Visa Inc. R4067FY2026 Q3 $686.32B $359.33 +14.4% +52.8% 29.2
Mastercard Incorporated MA Mastercard Incorporated R40522026 Q2 $492.46B $551.47 +14.1% +37.5% 28.2
Bank of America Corporation BAC Bank of America Corporation R401072026 Q2 $415.14B $54.43 +15.0% +92.0% 13.1
Morgan Stanley MS Morgan Stanley R40122026 Q2 $299.05B $188.08 +28.6% −16.7% 16.9
The Goldman Sachs Group, Inc. GS The Goldman Sachs Group, Inc. R40712026 Q2 $283.61B $900.36 +43.2% +27.5% 15.6
The Charles Schwab Corporation SCHW The Charles Schwab Corporation R40792026 Q2 $171.04B $97.74 +20.9% +58.2% 16.8
Nasdaq, Inc. NDAQ Nasdaq, Inc. R40572026 Q2 $52.24B $92.01 +14.9% +42.3% 23.0
R40

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