August 15, 2024
Snapshot Top 10: Dow Jones U.S. Investment Services Index



The Top 10 performing stocks in the Dow Jones U.S. Investment Services Index are shown for seven different investment strategies. Whether you are looking for value, growth or dividend stocks, or you want stocks that rank well overall, you can see the top 10 stock picks, together with how they rank on a scale of 1 to 100 from the perspective of different investment strategies. We have also added our newest Sentiment and 360° View ranks, which encapsulate the market voices of analysts and professional investors into a simple ranking for easily evaluating stocks. As an objective research provider, Obermatt has been refining its stock analysis algorithms for more than 10 years (no AI used here!)

Select any stock for the detailed analysis of that stock's performance across the different investment analyses. Please note that the Top 10 stocks focus only on Large to XX-Large companies.


What the six ranks mean

For every stock, we judge its performance against its peers and rank it on a scale of 1 to 100. The higher the rank, the better the stock performs than its peers. And, we do this for six investment strategies:

Value - shows how good of a value the stock is. Green is "inexpensive"; red is "expensive".

Growth - shows a company's growth potential. Green is "high growth" expected; red is "tough times ahead".

Safety - relates to the amount of debt a company has. Green is low debt level; red is high debt level.

Combined Financial - this isn't an average of the first three ranks but rather a consolidated view across several financial indicators. Green = good; red = tread carefully.

(NEW) Sentiment - quantifies professional analyst ratings and holdings as well as market pulse. Green = positive sentiment; red = skepticism (Only available to Premium Subscribers).

(NEW) 360° View - the ultimate rating with all financial and non-financial indicators.

Special Analysis: TOP 10 Dividend Investment Strategy

Many people ask for tips about dividend stocks. These are the Top 10 dividend stocks in the Dow Jones U.S. Investment Services Index as of August 15, 2024.

TOP 10 Dividend Investment Strategy Value Strategy DIVIDEND Value Strategy VALUE Combined Strategy COMBINED 360° Strategy 360° VIEW
1. Moelis (L, US)  Investment Banking & Brokerage
1. Moelis (L, US)   Investment Banking & Brokerage 82 18 47 19
2. Morgan Stanley (XXL, US)  Investment Banking & Brokerage
2. Morgan Stanley (XXL, US)   Investment Banking & Brokerage 77 75 58 79
3. Virtu Financial (L, US)  Investment Banking & Brokerage
3. Virtu Financial (L, US)   Investment Banking & Brokerage 74 82 45 65
4. Greenhill (M, US)  Investment Banking & Brokerage
4. Greenhill (M, US)   Investment Banking & Brokerage 67 47 45 11
5. Goldman Sachs (XXL, US)  Investment Banking & Brokerage
5. Goldman Sachs (XXL, US)   Investment Banking & Brokerage 67 71 71 73
6. CME Group (XL, US)  Financial Exchanges & Data
6. CME Group (XL, US)   Financial Exchanges & Data 58 28 33 46
7. Stifel Financial (XL, US)  Investment Banking & Brokerage
7. Stifel Financial (XL, US)   Investment Banking & Brokerage 52 77 84 50
8. Nasdaq (XL, US)  Financial Exchanges & Data
8. Nasdaq (XL, US)   Financial Exchanges & Data 51 37 45 60
9. Charles Schwab (XXL, US)  Investment Banking & Brokerage
9. Charles Schwab (XXL, US)   Investment Banking & Brokerage 47 34 4 4
10. MarketAxess (M, US)  Financial Exchanges & Data
10. MarketAxess (M, US)   Financial Exchanges & Data 47 10 42 14

☀ This company has a special achievement which is documented on its stock research page.

August 15, 2024. Top 10s are published weekly following the . ( or for more stocks)


D.J. US Investing Top 10: Obermatt 360° Investment Strategy

TOP 10 Obermatt 360° Investment Strategy 360° Strategy 360° VIEW Value Strategy VALUE Combined Strategy COMBINED Sentiment Strategy SENTIMENT
1. Piper Jaffray (L, US)   Investment Banking & Brokerage
1. Piper Jaffray (L, US)   Investment Banking & Brokerage 96 27 96 75
2. Morgan Stanley (XXL, US)   Investment Banking & Brokerage
2. Morgan Stanley (XXL, US)   Investment Banking & Brokerage 79 75 58 82
3. Interactive Brokers (L, US)   Investment Banking & Brokerage
3. Interactive Brokers (L, US)   Investment Banking & Brokerage 76 7 43 99
4. Goldman Sachs (XXL, US)   Investment Banking & Brokerage
4. Goldman Sachs (XXL, US)   Investment Banking & Brokerage 73 71 71 67
5. Virtu Financial (L, US)   Investment Banking & Brokerage
5. Virtu Financial (L, US)   Investment Banking & Brokerage 65 82 45 82
6. Nasdaq (XL, US)   Financial Exchanges & Data
6. Nasdaq (XL, US)   Financial Exchanges & Data 60 37 45 77
7. S&P Global (XL, US)   Financial Exchanges & Data
7. S&P Global (XL, US)   Financial Exchanges & Data 54 6 22 96
8. Stifel Financial (XL, US)   Investment Banking & Brokerage
8. Stifel Financial (XL, US)   Investment Banking & Brokerage 50 77 84 16
9. LPLIH (XL, US)   Investment Banking & Brokerage
9. LPLIH (XL, US)   Investment Banking & Brokerage 46 54 58 46
10. CME Group (XL, US)   Financial Exchanges & Data
10. CME Group (XL, US)   Financial Exchanges & Data 46 28 33 65

August 15, 2024. Top 10s are published weekly following the . ( or for more stocks)


D.J. US Investing Top 10: Sentiment Investment Strategy

TOP 10 Sentiment Investment Strategy Sentiment Strategy SENTIMENT Value Strategy VALUE Combined Strategy COMBINED 360° Strategy 360° VIEW
1. Interactive Brokers (L, US)   Investment Banking & Brokerage
1. Interactive Brokers (L, US)   Investment Banking & Brokerage 99 7 43 76
2. S&P Global (XL, US)   Financial Exchanges & Data
2. S&P Global (XL, US)   Financial Exchanges & Data 96 6 22 54
3. Cboe Global Markets (XL, US)   Financial Exchanges & Data
3. Cboe Global Markets (XL, US)   Financial Exchanges & Data 90 8 6 44
4. Intercontinental (XL, US)   Financial Exchanges & Data
4. Intercontinental (XL, US)   Financial Exchanges & Data 84 28 9 36
5. Moody's (XL, US)   Financial Exchanges & Data
5. Moody's (XL, US)   Financial Exchanges & Data 84 1 4 28
6. Virtu Financial (L, US)   Investment Banking & Brokerage
6. Virtu Financial (L, US)   Investment Banking & Brokerage 82 82 45 65
7. Morgan Stanley (XXL, US)   Investment Banking & Brokerage
7. Morgan Stanley (XXL, US)   Investment Banking & Brokerage 82 75 58 79
8. Nasdaq (XL, US)   Financial Exchanges & Data
8. Nasdaq (XL, US)   Financial Exchanges & Data 77 37 45 60
9. Piper Jaffray (L, US)   Investment Banking & Brokerage
9. Piper Jaffray (L, US)   Investment Banking & Brokerage 75 27 96 96
10. MSCI (L, US)   Financial Exchanges & Data
10. MSCI (L, US)   Financial Exchanges & Data 68 24 1 6

August 15, 2024. Top 10s are published weekly following the . ( or for more stocks)


D.J. US Investing Top 10: Value Investment Strategy

TOP 10 Value Investment Strategy Value Strategy VALUE Growth Strategy GROWTH Combined Strategy COMBINED 360° Strategy 360° VIEW
1. Virtu Financial (L, US)   Investment Banking & Brokerage
1. Virtu Financial (L, US)   Investment Banking & Brokerage 82 52 45 65
2. Stifel Financial (XL, US)   Investment Banking & Brokerage
2. Stifel Financial (XL, US)   Investment Banking & Brokerage 77 68 84 50
3. Morgan Stanley (XXL, US)   Investment Banking & Brokerage
3. Morgan Stanley (XXL, US)   Investment Banking & Brokerage 75 52 58 79
4. INTL FCStone (XXL, US)   Investment Banking & Brokerage
4. INTL FCStone (XXL, US)   Investment Banking & Brokerage 74 19 30 37
5. Goldman Sachs (XXL, US)   Investment Banking & Brokerage
5. Goldman Sachs (XXL, US)   Investment Banking & Brokerage 71 88 71 73
6. Raymond James (XL, US)   Investment Banking & Brokerage
6. Raymond James (XL, US)   Investment Banking & Brokerage 58 34 29 40
7. LPLIH (XL, US)   Investment Banking & Brokerage
7. LPLIH (XL, US)   Investment Banking & Brokerage 54 58 58 46
8. BGC (L, US)   Investment Banking & Brokerage
8. BGC (L, US)   Investment Banking & Brokerage 54 80 53 27
9. Greenhill (M, US)   Investment Banking & Brokerage
9. Greenhill (M, US)   Investment Banking & Brokerage 47 26 45 11
10. Nasdaq (XL, US)   Financial Exchanges & Data
10. Nasdaq (XL, US)   Financial Exchanges & Data 37 57 45 60

August 15, 2024. Top 10s are published weekly following the . ( or for more stocks)


D.J. US Investing Top 10: Growth Investment Strategy

TOP 10 Growth Investment Strategy Growth Strategy GROWTH Value Strategy VALUE Combined Strategy COMBINED 360° Strategy 360° VIEW
1. Evercore (XL, US)   Investment Banking & Brokerage
1. Evercore (XL, US)   Investment Banking & Brokerage 100 21 42 27
2. Piper Jaffray (L, US)   Investment Banking & Brokerage
2. Piper Jaffray (L, US)   Investment Banking & Brokerage 92 27 96 96
3. Goldman Sachs (XXL, US)   Investment Banking & Brokerage
3. Goldman Sachs (XXL, US)   Investment Banking & Brokerage 88 71 71 73
4. Moelis (L, US)   Investment Banking & Brokerage
4. Moelis (L, US)   Investment Banking & Brokerage 84 18 47 19
5. BGC (L, US)   Investment Banking & Brokerage
5. BGC (L, US)   Investment Banking & Brokerage 80 54 53 27
6. Moody's (XL, US)   Financial Exchanges & Data
6. Moody's (XL, US)   Financial Exchanges & Data 71 1 4 28
7. Stifel Financial (XL, US)   Investment Banking & Brokerage
7. Stifel Financial (XL, US)   Investment Banking & Brokerage 68 77 84 50
8. S&P Global (XL, US)   Financial Exchanges & Data
8. S&P Global (XL, US)   Financial Exchanges & Data 67 6 22 54
9. Interactive Brokers (L, US)   Investment Banking & Brokerage
9. Interactive Brokers (L, US)   Investment Banking & Brokerage 59 7 43 76
10. LPLIH (XL, US)   Investment Banking & Brokerage
10. LPLIH (XL, US)   Investment Banking & Brokerage 58 54 58 46

August 15, 2024. Top 10s are published weekly following the . ( or for more stocks)


D.J. US Investing Top 10: Safety Investment Strategy

TOP 10 Safety Investment Strategy Safety Strategy SAFETY Value Strategy VALUE Combined Strategy COMBINED 360° Strategy 360° VIEW
1. CME Group (XL, US)  Financial Exchanges & Data
1. CME Group (XL, US)   Financial Exchanges & Data 100 28 33 46
2. MarketAxess (M, US)  Financial Exchanges & Data
2. MarketAxess (M, US)   Financial Exchanges & Data 94 10 42 14
3. Piper Jaffray (L, US)  Investment Banking & Brokerage
3. Piper Jaffray (L, US)   Investment Banking & Brokerage 91 27 96 96
4. Interactive Brokers (L, US)  Investment Banking & Brokerage
4. Interactive Brokers (L, US)   Investment Banking & Brokerage 76 7 43 76
5. Cboe Global Markets (XL, US)  Financial Exchanges & Data
5. Cboe Global Markets (XL, US)   Financial Exchanges & Data 58 8 6 44
6. Intercontinental (XL, US)  Financial Exchanges & Data
6. Intercontinental (XL, US)   Financial Exchanges & Data 56 28 9 36
7. Nasdaq (XL, US)  Financial Exchanges & Data
7. Nasdaq (XL, US)   Financial Exchanges & Data 50 37 45 60
8. Stifel Financial (XL, US)  Investment Banking & Brokerage
8. Stifel Financial (XL, US)   Investment Banking & Brokerage 45 77 84 50
9. S&P Global (XL, US)  Financial Exchanges & Data
9. S&P Global (XL, US)   Financial Exchanges & Data 45 6 22 54
10. LPLIH (XL, US)  Investment Banking & Brokerage
10. LPLIH (XL, US)   Investment Banking & Brokerage 40 54 58 46

August 15, 2024. Top 10s are published weekly following the . ( or for more stocks)


D.J. US Investing Top 10: Combined Investment Strategy

TOP 10 Combined Investment Strategy Combined Strategy COMBINED Value Strategy VALUE Growth Strategy GROWTH 360° Strategy 360° VIEW
1. Piper Jaffray (L, US)  Investment Banking & Brokerage
1. Piper Jaffray (L, US)   Investment Banking & Brokerage 96 27 92 96
2. Stifel Financial (XL, US)  Investment Banking & Brokerage
2. Stifel Financial (XL, US)   Investment Banking & Brokerage 84 77 68 50
3. Goldman Sachs (XXL, US)  Investment Banking & Brokerage
3. Goldman Sachs (XXL, US)   Investment Banking & Brokerage 71 71 88 73
4. LPLIH (XL, US)  Investment Banking & Brokerage
4. LPLIH (XL, US)   Investment Banking & Brokerage 58 54 58 46
5. Morgan Stanley (XXL, US)  Investment Banking & Brokerage
5. Morgan Stanley (XXL, US)   Investment Banking & Brokerage 58 75 52 79
6. BGC (L, US)  Investment Banking & Brokerage
6. BGC (L, US)   Investment Banking & Brokerage 53 54 80 27
7. Moelis (L, US)  Investment Banking & Brokerage
7. Moelis (L, US)   Investment Banking & Brokerage 47 18 84 19
8. Virtu Financial (L, US)  Investment Banking & Brokerage
8. Virtu Financial (L, US)   Investment Banking & Brokerage 45 82 52 65
9. Nasdaq (XL, US)  Financial Exchanges & Data
9. Nasdaq (XL, US)   Financial Exchanges & Data 45 37 57 60
10. Greenhill (M, US)  Investment Banking & Brokerage
10. Greenhill (M, US)   Investment Banking & Brokerage 45 47 26 11

August 15, 2024. Top 10s are published weekly following the . ( or for more stocks)


☀ This company has a special achievement which is documented on its stock research page.

Top 10 lists may contain fewer than 10 stocks due to Obermatt’s top 10 quality standards.

Top 10 Stocks from the purely fact-based Obermatt Method in the stock index Dow Jones U.S. Investment Services Index from August 15, 2024.

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