Best Financials Stocks for Warren Buffett Investors
Top 25 financials stocks ranked by their Warren Buffett fit score - every score computed from current financials against published criteria. Updated daily.
How We Rank These
Each stock is scored on a 0–100 scale across the Warren Buffett criteria (moat, durability, valuation, financial health, capital allocation). The score is a deterministic function of the company's TTM financials - no opinion, no hand-tuning. Rows with insufficient data are excluded.
The Top 25
- #181/100SLDESlide Insurance Holdings, Inc. Common StockC
Partial Buffett fit - meets 9/9 key criteria, but with reservations.
Mkt cap
$2.9B
ROIC
41.91%
- #280/100NPNeptune Insurance Holdings Inc.C
Partial Buffett fit - meets 6/9 key criteria, but with reservations.
Mkt cap
$4.34B
ROIC
56.18%
- #376/100HLNEHamilton Lane IncorporatedC
Partial Buffett fit - meets 8/9 key criteria, but with reservations.
Mkt cap
$6.43B
ROIC
14.52%
- #475/100BXBlackstone Inc.B
Partial Buffett fit - meets 7/9 key criteria, but with reservations.
Mkt cap
$153.61B
ROIC
20.44%
- #575/100BAMBrookfield Asset Management Ltd.C
Partial Buffett fit - meets 7/9 key criteria, but with reservations.
Mkt cap
$75.49B
ROIC
52.9%
- #673/100PLMRPalomar Holdings, Inc.B
Partial Buffett fit - meets 8/9 key criteria, but with reservations.
Mkt cap
$3.52B
ROIC
11.53%
- #772/100MKTXMarketAxess Holdings Inc.B
Partial Buffett fit - meets 6/9 key criteria, but with reservations.
Mkt cap
$5.74B
ROIC
12.93%
- #871/100EVREvercore Inc.B
Partial Buffett fit - meets 7/9 key criteria, but with reservations.
Mkt cap
$10.81B
ROIC
20.1%
- #971/100MTGMGIC Investment CorporationB
Partial Buffett fit - meets 7/9 key criteria, but with reservations.
Mkt cap
$6.31B
ROIC
12.43%
- #1071/100IBKRInteractive Brokers Group, Inc.C
Partial Buffett fit - meets 8/9 key criteria, but with reservations.
Mkt cap
$155.68B
ROIC
135.3%
- #1171/100MCOMoody's CorporationB
Partial Buffett fit - meets 5/9 key criteria, but with reservations.
Mkt cap
$82.25B
ROIC
23.11%
- #1270/100KNSLKinsale Capital Group, Inc.B
Partial Buffett fit - meets 9/9 key criteria, but with reservations.
Mkt cap
$8.2B
ROIC
23.52%
- #1369/100PRIPrimerica, Inc.B
Partial Buffett fit - meets 8/9 key criteria, but with reservations.
Mkt cap
$9B
ROIC
19.09%
- #1469/100TPGTPG Inc.C
Partial Buffett fit - meets 3/9 key criteria, but with reservations.
Mkt cap
$18.63B
ROIC
3.0%
- #1568/100SPGIS&P Global Inc.B
Partial Buffett fit - meets 7/9 key criteria, but with reservations.
Mkt cap
$121.08B
ROIC
11.8%
- #1668/100CASHPathward Financial, Inc.B
Partial Buffett fit - meets 7/9 key criteria, but with reservations.
Mkt cap
$1.63B
ROIC
2.67%
- #1768/100NMIHNMI Holdings, Inc.B
Partial Buffett fit - meets 8/9 key criteria, but with reservations.
Mkt cap
$3.3B
ROIC
14.22%
- #1868/100AAMIAcadian Asset ManagementC
Partial Buffett fit - meets 5/9 key criteria, but with reservations.
Mkt cap
$3.23B
ROIC
17.41%
- #1967/100WTWisdomTree, Inc.B
Partial Buffett fit - meets 6/9 key criteria, but with reservations.
Mkt cap
$3.63B
ROIC
7.12%
- #2067/100ESQEsquire Financial Holdings, Inc.C
Partial Buffett fit - meets 9/9 key criteria, but with reservations.
Mkt cap
$1.45B
ROIC
16.91%
- #2167/100PIPRPiper Sandler CompaniesC
Partial Buffett fit - meets 7/9 key criteria, but with reservations.
Mkt cap
$5.4B
ROIC
22.43%
- #2266/100JCAPJefferson Capital, Inc. Common StockC
Partial Buffett fit - meets 5/9 key criteria, but with reservations.
Mkt cap
$1.23B
ROIC
2.1%
- #2366/100TBBKThe Bancorp, Inc.B
Partial Buffett fit - meets 8/9 key criteria, but with reservations.
Mkt cap
$2.07B
ROIC
2.33%
- #2465/100HCIHCI Group, Inc.C
Partial Buffett fit - meets 6/9 key criteria, but with reservations.
Mkt cap
$2.31B
ROIC
14.32%
- #2565/100EPRTEssential Properties Realty Trust, Inc.C
Partial Buffett fit - meets 8/9 key criteria, but with reservations.
Mkt cap
$6.24B
ROIC
48.78%