S&P 500 Financials

“Buy” - “Sell” 6-year average, %/year (annualized from 3-month gains):+10.7%

These are annualized average 3-month performance results for annual and quarterly financial statements dates falling into a particular calendar year. The performance for the last in the calendar year statement is actually measured in the following year, but is “drawn back” for inclusion into the calendar year under consideration.

The valuation model performance presented on the chart consists of two lines. The green line shows the actual average performance in different years of all stocks in the stock index that were rated by our valuation model (called “Intrinsic value” in the stock table below) as “buy” and “strong buy”. The red line - those rated as “sell” and “strong sell”.

Such performance would be reflective of the performance of two portfolios: one including only “buy” stocks in the index, and another consisting only of sell stocks, with investment decisions taken upon publishing of financial statements for each individual stock in the index.

Though these performances are actual, they are the product of backtesting. That means that if we tweak our stock valuation model, the past performance also changes. The benefit of this is that you always see actual part performance of the current version of the stock valuation model.

TickerCompany NameStock
price, $
Up/down potential, %
Intrinsic
value
Graham
-Dodd
Graham
formula
AFLAflac Incorporated49.85-323669
AIGAmerican International Gr45.4345127-94
AIZAssurant, Inc.128.13-84-5516
AJGArthur J. Gallagher & Co.123.79premium content
ALLThe Allstate Corporation108.36premium content
AMPAmeriprise Financial, Inc232.10premium content
AONAon plc233.70premium content
AXPAmerican Express Company0.00n/an/an/a
BACBank of America Corporati36.38premium content
BENFranklin Resources, Inc.27.93premium content
BKThe Bank of New York Mell44.26premium content
BLKBlackRock, Inc.712.10premium content
BRK.BBerkshire Hathaway Inc.248.45premium content
CCitigroup Inc.68.60premium content
CBChubb Limited170.66premium content
CBOECBOE Global Markets Inc0.00n/an/an/a
CFGCitizens Financial Group,46.38premium content
CINFCincinnati Financial Corp100.89premium content
CMAComerica Inc0.00n/an/an/a
CMECME Group Inc.200.70premium content
COFCapital One Financial Cor124.48premium content
DFSDiscover Financial Servic97.96premium content
ETFCE*Trade Finl Corp0.00n/an/an/a
FITBFifth Third Bancorp36.25premium content
FRCFirst Republic Bank178.23premium content
GLGlobe Life Inc.98.32premium content
GSThe Goldman Sachs Group, 330.64premium content
HBANHuntington Bancshares Inc16.22premium content
HIGThe Hartford Financial Se53.15premium content
ICEIntercontinental Exchange111.46premium content
IVZInvesco Ltd.23.26premium content
JPMJPMorgan Chase & Co.153.26premium content
KEYKeyCorp21.54premium content
TickerCompany NameStock
price, $
Up/down potential, %
Intrinsic
value
Graham
-Dodd
Graham
formula
LLoews Corporation50.38238254
LNCLincoln National Corporat59.4030104189
MCOMoody's Corporation278.55-65-918
METMetLife, Inc.59.56premium content
MKTXMarketAxess Holdings Inc.545.46premium content
MMCMarsh & McLennan Companie119.02premium content
MSMorgan Stanley79.88premium content
MSCIMSCI Inc417.23premium content
MTBM&T Bank Corporation162.13premium content
NDAQNasdaq, Inc.141.99premium content
NTRSNorthern Trust Corporatio100.27premium content
PBCTPeople's United Financial19.14premium content
PFGPrincipal Financial Group60.45premium content
PGRThe Progressive Corporati87.74premium content
PNCThe PNC Financial Service178.48premium content
PRUPrudential Financial, Inc89.91premium content
REEverest Re Group, Ltd.244.72premium content
RFRegions Financial Corpora22.21premium content
RJFRaymond James Financial, 122.65n/an/an/a
SCHWThe Charles Schwab Corpor64.44premium content
SIVBSVB Financial Group540.13premium content
SPGIS&P Global Inc.331.79premium content
STTState Street Corporation76.82premium content
SYFSynchrony Financial40.22premium content
TFCTruist Financial Corporat60.17premium content
TROWT. Rowe Price Group, Inc.166.23premium content
TRVThe Travelers Companies, 150.96premium content
UNMUnum Group27.80premium content
USBU.S. Bancorp52.81premium content
WFCWells Fargo & Company38.29premium content
WLTWWillis Towers Watson Publ225.64premium content
WRBW.R. Berkley Corporation71.26premium content
ZIONZions Bancorporation, N.A56.78premium content