What are the best financials stocks for value investors?

Invesco Mortgage Capital Inc. (IVR) currently leads the financials sector on the Peter Lynch framework with a composite score of 100/100, followed by IBKR (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, Invesco Mortgage Capital Inc. (IVR) 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 Peter Lynch-style investing?

The financials sector's median quality score on invest-like.com is 78/100 with a median ROIC of 17%. Whether financials is "good" for Peter Lynch-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 17%: 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 · Peter Lynch fit

Best Financials Stocks for Peter Lynch Investors

Top 25 financials stocks ranked by their Peter Lynch 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 Peter Lynch 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
IVRInvesco Mortgage Capital Inc.100/100
Strong GARP candidate - growth at a reasonable price.
Mkt cap
$594.05M
ROIC
3.25%
#2
94/100
IBKRInteractive Brokers Group, Inc.94/100
Strong GARP candidate: growth at a reasonable price.
Mkt cap
$142.34B
ROIC
135.3%
#3
88/100
DAVEDave Inc.88/100
Strong GARP candidate: growth at a reasonable price.
Mkt cap
$4.12B
ROIC
5.61%
#4
88/100
RHPRyman Hospitality Properties, Inc.88/100
Strong GARP candidate - growth at a reasonable price.
Mkt cap
$9.14B
ROIC
8.34%
#5
83/100
BXBlackstone Inc.83/100
Strong GARP candidate: growth at a reasonable price.
Mkt cap
$139.92B
ROIC
20.44%
#6
80/100
BURBurford Capital Limited80/100
Strong GARP candidate: growth at a reasonable price.
Mkt cap
$742.23M
ROIC
17.02%
#7
79/100
VTRVentas, Inc.79/100
Strong GARP candidate - growth at a reasonable price.
Mkt cap
$41.58B
ROIC
3.12%
#8
79/100
IRTIndependence Realty Trust, Inc.79/100
Strong GARP candidate - growth at a reasonable price.
Mkt cap
$3.49B
ROIC
4.66%
#9
79/100
HOODRobinhood Markets, Inc.79/100
Strong GARP candidate: growth at a reasonable price.
Mkt cap
$82.2B
ROIC
18.97%
#10
79/100
WTMWhite Mountains Insurance Group, Ltd.79/100
Strong GARP candidate: growth at a reasonable price.
Mkt cap
$5.27B
ROIC
2.85%
#11
78/100
PGYPagaya Technologies Ltd.78/100
Strong GARP candidate: growth at a reasonable price.
Mkt cap
$1.71B
ROIC
17.86%
#12
78/100
KRGKite Realty Group Trust78/100
Strong GARP candidate - growth at a reasonable price.
Mkt cap
$5.05B
ROIC
3.07%
#13
78/100
XZOExzeo Group, Inc.78/100
Strong GARP candidate: growth at a reasonable price.
Mkt cap
$1.58B
ROIC
24.98%
#14
77/100
RYANRyan Specialty Holdings, Inc.77/100
Strong GARP candidate: growth at a reasonable price.
Mkt cap
$10.92B
ROIC
9.13%
#15
77/100
EQIXEquinix, Inc.77/100
Strong GARP candidate - growth at a reasonable price.
Mkt cap
$99.43B
ROIC
4.56%
#16
75/100
HIPOHippo Holdings Inc.75/100
Strong GARP candidate: growth at a reasonable price.
Mkt cap
$995.14M
ROIC
20.45%
#17
75/100
RNRRenaissanceRe Holdings Ltd.75/100
Strong GARP candidate: growth at a reasonable price.
Mkt cap
$13.8B
ROIC
9.52%
#18
73/100
WELLWelltower Inc.73/100
Strong GARP candidate - growth at a reasonable price.
Mkt cap
$166.31B
ROIC
0.22%
#19
73/100
HCIHCI Group, Inc.73/100
Strong GARP candidate: growth at a reasonable price.
Mkt cap
$2.43B
ROIC
14.32%
#20
73/100
PLYMPlymouth Industrial REIT, Inc.73/100
Strong GARP candidate - growth at a reasonable price.
Mkt cap
-
ROIC
-
#21
72/100
EQHEquitable Holdings, Inc.72/100
Strong GARP candidate: growth at a reasonable price.
Mkt cap
$14.89B
ROIC
-0.26%
#22
72/100
OWLBlue Owl Capital Inc.72/100
Strong GARP candidate: growth at a reasonable price.
Mkt cap
$15.15B
ROIC
4.76%
#23
70/100
ORealty Income Corporation70/100
Strong GARP candidate - growth at a reasonable price.
Mkt cap
$53.21B
ROIC
25.69%
#24
68/100
MCOMoody's Corporation68/100
Some GARP characteristics, but growth or valuation is stretched.
Mkt cap
$82.29B
ROIC
23.11%
#25
68/100
PSTLPostal Realty Trust, Inc.68/100
Strong GARP candidate - growth at a reasonable price.
Mkt cap
$847.35M
ROIC
140.64%

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