What are the best financials stocks for value investors?

Ready Capital Corporation 5.75% (RCC) currently leads the financials sector on the Joel Greenblatt framework with a composite score of 100/100, followed by BAM (94/100). The full ranked list of 25 financials stocks indexed against the framework is on this page. Educational only, not investment advice.

Which financials stock has the highest Buffett-Fit score?

According to invest-like.com, Ready Capital Corporation 5.75% (RCC) currently has the highest Buffett-Fit composite score in the financials sector at 100/100. invest-like.com's Buffett-Fit Score weighs five pillars (economic moat, earnings durability, management quality, financial health, and valuation) each on a 0-100 sub-scale, and refreshes the cached verdict on a 7-day TTL.

Is financials a good sector for Joel Greenblatt-style investing?

The financials sector's median quality score on invest-like.com is 72/100 with a median ROIC of 76%. Whether financials is "good" for Joel Greenblatt-style investing depends on which sub-sectors and specific stocks you focus on: the framework's sector-relative scoring means stocks are graded against their own sector benchmarks, not a fixed cross-market hurdle.

Which financials stocks have the best moats?

invest-like.com anchors moat strength in the Buffett-Fit framework on ROIC sustainability (above 15% sustained over multiple years) plus gross-margin durability (above 40% in industries where peers sit lower). The financials sector's median ROIC on invest-like.com is 76%: the top-scoring stocks on this page are the ones with both quantitative moat anchors clearing the threshold AND qualitative moat sources (brand, switching costs, network effects, regulatory).

How many financials stocks does invest-like.com cover?

invest-like.com currently indexes 25 financials stocks above $500M market cap with cached verdicts on the Buffett-Fit framework. invest-like.com scores each stock from 0 to 100, with sub-scores for moat, durability, management, financial health, and valuation. The full ranked list is on this page.

Is the financials ranking on this page investment advice?

No. invest-like.com publishes the ranking as an educational pattern-match against documented value-investing frameworks (Buffett, Graham, Fisher, Lynch, Greenblatt, Munger, Smith). invest-like.com's scores reflect how closely each stock fits the documented criteria: they are NOT recommendations to buy, hold, or sell. Always do your own research and consult a licensed financial adviser for personalised investment advice.

Financials · Joel Greenblatt fit

Best Financials Stocks for Joel Greenblatt Investors

Top 25 financials stocks ranked by their Joel Greenblatt 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 Joel Greenblatt 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

#1
100/100
RCCReady Capital Corporation 5.75%100/100
High-quality business at a cheap price - strong Magic Formula fit.
Mkt cap
$4.06B
ROIC
-2.0%
#2
94/100
BAMBrookfield Asset Management Ltd.94/100
High-quality business at a cheap price, strong Magic Formula fit.
Mkt cap
$75.66B
ROIC
52.9%
#3
91/100
NPNeptune Insurance Holdings Inc.91/100
High-quality business at a cheap price, strong Magic Formula fit.
Mkt cap
$4.07B
ROIC
56.18%
#4
85/100
KIMKimco Realty Corporation85/100
High-quality business at a cheap price - strong Magic Formula fit.
Mkt cap
$15.7B
ROIC
99.39%
#5
83/100
AGNCAGNC Investment Corp.83/100
High-quality business at a cheap price - strong Magic Formula fit.
Mkt cap
$10.5B
ROIC
2.08%
#6
83/100
PSTLPostal Realty Trust, Inc.83/100
High-quality business at a cheap price - strong Magic Formula fit.
Mkt cap
$847.35M
ROIC
140.64%
#7
80/100
UHTUniversal Health Realty Income Trust80/100
High-quality business at a cheap price - strong Magic Formula fit.
Mkt cap
$510.92M
ROIC
146.1%
#8
80/100
FRFirst Industrial Realty Trust, Inc.80/100
High-quality business at a cheap price - strong Magic Formula fit.
Mkt cap
$7.45B
ROIC
108.51%
#9
77/100
RITMRithm Capital Corp.77/100
High-quality business at a cheap price - strong Magic Formula fit.
Mkt cap
$5.18B
ROIC
76.25%
#10
77/100
EPRTEssential Properties Realty Trust, Inc.77/100
High-quality business at a cheap price - strong Magic Formula fit.
Mkt cap
$5.75B
ROIC
48.78%
#11
74/100
NSANational Storage Affiliates Trust74/100
High-quality business at a cheap price - strong Magic Formula fit.
Mkt cap
$6.39B
ROIC
72.85%
#12
73/100
STWDStarwood Property Trust, Inc.73/100
High-quality business at a cheap price - strong Magic Formula fit.
Mkt cap
$4.65B
ROIC
91.79%
#13
72/100
SVCService Properties Trust72/100
High-quality business at a cheap price - strong Magic Formula fit.
Mkt cap
$815.91M
ROIC
1.78%
#14
71/100
VIRTVirtu Financial, Inc.71/100
High-quality business at a cheap price, strong Magic Formula fit.
Mkt cap
$4.9B
ROIC
50.95%
#15
71/100
CLDTChatham Lodging Trust71/100
High-quality business at a cheap price - strong Magic Formula fit.
Mkt cap
$730.81M
ROIC
-6.53%
#16
70/100
CNSCohen & Steers, Inc.70/100
High-quality business at a cheap price, strong Magic Formula fit.
Mkt cap
$3.6B
ROIC
43.5%
#17
70/100
EPREPR Properties70/100
High-quality business at a cheap price - strong Magic Formula fit.
Mkt cap
$4.25B
ROIC
47.42%
#18
69/100
IRTIndependence Realty Trust, Inc.69/100
High-quality business at a cheap price - strong Magic Formula fit.
Mkt cap
$3.49B
ROIC
4.66%
#19
68/100
QCRHQCR Holdings, Inc.68/100
High-quality business at a cheap price, strong Magic Formula fit.
Mkt cap
$1.65B
ROIC
59.58%
#20
68/100
EBCEastern Bankshares, Inc.68/100
High-quality business at a cheap price, strong Magic Formula fit.
Mkt cap
$5.15B
ROIC
21.41%
#21
68/100
NLYAnnaly Capital Management, Inc.68/100
High-quality business at a cheap price - strong Magic Formula fit.
Mkt cap
$13.79B
ROIC
2.64%
#22
67/100
NXRTNexPoint Residential Trust, Inc.67/100
High-quality business at a cheap price - strong Magic Formula fit.
Mkt cap
$920.1M
ROIC
19.42%
#23
65/100
PMTPennyMac Mortgage Investment Trust65/100
High-quality business at a cheap price - strong Magic Formula fit.
Mkt cap
$633.96M
ROIC
10.79%
#24
65/100
IBKRInteractive Brokers Group, Inc.65/100
Partial match: either cheap or high-quality, but not both.
Mkt cap
$142.34B
ROIC
135.3%
#25
64/100
HGHamilton Insurance Group, Ltd.64/100
Partial match: either cheap or high-quality, but not both.
Mkt cap
$3.42B
ROIC
82.68%

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