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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 $1.10T $509.20 +10.0% +5.5% 12.6
JPMorgan Chase & Co. JPM JPMorgan Chase & Co. R40432026 Q2 $941.11B $349.31 +17.9% +25.2% 14.0
Visa Inc. V Visa Inc. R40672026 Q3 $706.57B $369.93 +14.4% +52.8% 29.2
Mastercard Incorporated MA Mastercard Incorporated R40522026 Q2 $505.20B $565.73 +14.1% +37.5% 28.2
Bank of America Corporation BAC Bank of America Corporation R401072026 Q2 $443.74B $58.18 +15.0% +92.0% 13.1
Morgan Stanley MS Morgan Stanley R40122026 Q2 $323.60B $203.52 +28.6% −16.7% 16.9
The Goldman Sachs Group, Inc. GS The Goldman Sachs Group, Inc. R40712026 Q2 $299.71B $951.47 +43.2% +27.5% 15.6
The Charles Schwab Corporation SCHW The Charles Schwab Corporation R40792026 Q2 $183.10B $104.63 +20.9% +58.2% 16.8
Nasdaq, Inc. NDAQ Nasdaq, Inc. R40572026 Q2 $51.84B $91.31 +14.9% +42.3% 23.0
R40

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