March 27, 2025
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 March 27, 2025.

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 81 41 47 19
2. Morgan Stanley (XXL, US)  Investment Banking & Brokerage
2. Morgan Stanley (XXL, US)   Investment Banking & Brokerage 69 69 53 52
3. Virtu Financial (L, US)  Investment Banking & Brokerage
3. Virtu Financial (L, US)   Investment Banking & Brokerage 68 76 36 37
4. Goldman Sachs (XXL, US)  Investment Banking & Brokerage
4. Goldman Sachs (XXL, US)   Investment Banking & Brokerage 62 75 67 49
5. CME Group (XL, US)  Financial Exchanges & Data
5. CME Group (XL, US)   Financial Exchanges & Data 54 16 65 64
6. Stifel Financial (XL, US)  Investment Banking & Brokerage
6. Stifel Financial (XL, US)   Investment Banking & Brokerage 53 79 98 96
7. Evercore (L, US)  Investment Banking & Brokerage
7. Evercore (L, US)   Investment Banking & Brokerage 50 53 42 27
8. MarketAxess (M, US)  Financial Exchanges & Data
8. MarketAxess (M, US)   Financial Exchanges & Data 50 22 75 47
9. Raymond James (XXL, US)  Investment Banking & Brokerage
9. Raymond James (XXL, US)   Investment Banking & Brokerage 40 53 37 62
10. Nasdaq (XL, US)  Financial Exchanges & Data
10. Nasdaq (XL, US)   Financial Exchanges & Data 40 36 48 84

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

March 27, 2025. 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. Stifel Financial (XL, US)   Investment Banking & Brokerage
1. Stifel Financial (XL, US)   Investment Banking & Brokerage 96 79 98 71
2. Piper Jaffray (L, US)   Investment Banking & Brokerage
2. Piper Jaffray (L, US)   Investment Banking & Brokerage 89 33 89 10
3. Nasdaq (XL, US)   Financial Exchanges & Data
3. Nasdaq (XL, US)   Financial Exchanges & Data 84 36 48 98
4. Intercontinental (XL, US)   Financial Exchanges & Data
4. Intercontinental (XL, US)   Financial Exchanges & Data 82 26 59 96
5. BGC (L, US)   Investment Banking & Brokerage
5. BGC (L, US)   Investment Banking & Brokerage 74 62 63 84
6. Interactive Brokers (XL, US)   Investment Banking & Brokerage
6. Interactive Brokers (XL, US)   Investment Banking & Brokerage 69 7 57 85
7. CME Group (XL, US)   Financial Exchanges & Data
7. CME Group (XL, US)   Financial Exchanges & Data 64 16 65 72
8. INTL FCStone (XXL, US)   Investment Banking & Brokerage
8. INTL FCStone (XXL, US)   Investment Banking & Brokerage 64 55 68 67
9. Raymond James (XXL, US)   Investment Banking & Brokerage
9. Raymond James (XXL, US)   Investment Banking & Brokerage 62 53 37 88
10. Morgan Stanley (XXL, US)   Investment Banking & Brokerage
10. Morgan Stanley (XXL, US)   Investment Banking & Brokerage 52 69 53 61

March 27, 2025. 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. Nasdaq (XL, US)   Financial Exchanges & Data
1. Nasdaq (XL, US)   Financial Exchanges & Data 98 36 48 84
2. Intercontinental (XL, US)   Financial Exchanges & Data
2. Intercontinental (XL, US)   Financial Exchanges & Data 96 26 59 82
3. MSCI (L, US)   Financial Exchanges & Data
3. MSCI (L, US)   Financial Exchanges & Data 95 24 1 34
4. Raymond James (XXL, US)   Investment Banking & Brokerage
4. Raymond James (XXL, US)   Investment Banking & Brokerage 88 53 37 62
5. Interactive Brokers (XL, US)   Investment Banking & Brokerage
5. Interactive Brokers (XL, US)   Investment Banking & Brokerage 85 7 57 69
6. BGC (L, US)   Investment Banking & Brokerage
6. BGC (L, US)   Investment Banking & Brokerage 84 62 63 74
7. S&P Global (XXL, US)   Financial Exchanges & Data
7. S&P Global (XXL, US)   Financial Exchanges & Data 81 6 11 31
8. Cboe Global Markets (XL, US)   Financial Exchanges & Data
8. Cboe Global Markets (XL, US)   Financial Exchanges & Data 74 10 16 38
9. CME Group (XL, US)   Financial Exchanges & Data
9. CME Group (XL, US)   Financial Exchanges & Data 72 16 65 64
10. Stifel Financial (XL, US)   Investment Banking & Brokerage
10. Stifel Financial (XL, US)   Investment Banking & Brokerage 71 79 98 96

March 27, 2025. 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. Stifel Financial (XL, US)   Investment Banking & Brokerage
1. Stifel Financial (XL, US)   Investment Banking & Brokerage 79 89 98 96
2. Virtu Financial (L, US)   Investment Banking & Brokerage
2. Virtu Financial (L, US)   Investment Banking & Brokerage 76 43 36 37
3. Goldman Sachs (XXL, US)   Investment Banking & Brokerage
3. Goldman Sachs (XXL, US)   Investment Banking & Brokerage 75 63 67 49
4. Morgan Stanley (XXL, US)   Investment Banking & Brokerage
4. Morgan Stanley (XXL, US)   Investment Banking & Brokerage 69 43 53 52
5. BGC (L, US)   Investment Banking & Brokerage
5. BGC (L, US)   Investment Banking & Brokerage 62 79 63 74
6. INTL FCStone (XXL, US)   Investment Banking & Brokerage
6. INTL FCStone (XXL, US)   Investment Banking & Brokerage 55 71 68 64
7. Evercore (L, US)   Investment Banking & Brokerage
7. Evercore (L, US)   Investment Banking & Brokerage 53 87 42 27
8. Raymond James (XXL, US)   Investment Banking & Brokerage
8. Raymond James (XXL, US)   Investment Banking & Brokerage 53 27 37 62
9. Moelis (L, US)   Investment Banking & Brokerage
9. Moelis (L, US)   Investment Banking & Brokerage 41 73 47 19
10. Nasdaq (XL, US)   Financial Exchanges & Data
10. Nasdaq (XL, US)   Financial Exchanges & Data 36 71 48 84

March 27, 2025. 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. LPLIH (XL, US)   Investment Banking & Brokerage
1. LPLIH (XL, US)   Investment Banking & Brokerage 93 25 37 45
2. Stifel Financial (XL, US)   Investment Banking & Brokerage
2. Stifel Financial (XL, US)   Investment Banking & Brokerage 89 79 98 96
3. Evercore (L, US)   Investment Banking & Brokerage
3. Evercore (L, US)   Investment Banking & Brokerage 87 53 42 27
4. Moody's (XL, US)   Financial Exchanges & Data
4. Moody's (XL, US)   Financial Exchanges & Data 81 1 10 11
5. BGC (L, US)   Investment Banking & Brokerage
5. BGC (L, US)   Investment Banking & Brokerage 79 62 63 74
6. Interactive Brokers (XL, US)   Investment Banking & Brokerage
6. Interactive Brokers (XL, US)   Investment Banking & Brokerage 77 7 57 69
7. Moelis (L, US)   Investment Banking & Brokerage
7. Moelis (L, US)   Investment Banking & Brokerage 73 41 47 19
8. INTL FCStone (XXL, US)   Investment Banking & Brokerage
8. INTL FCStone (XXL, US)   Investment Banking & Brokerage 71 55 68 64
9. Nasdaq (XL, US)   Financial Exchanges & Data
9. Nasdaq (XL, US)   Financial Exchanges & Data 71 36 48 84
10. Piper Jaffray (L, US)   Investment Banking & Brokerage
10. Piper Jaffray (L, US)   Investment Banking & Brokerage 63 33 89 89

March 27, 2025. 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 16 65 64
2. Piper Jaffray (L, US)  Investment Banking & Brokerage
2. Piper Jaffray (L, US)   Investment Banking & Brokerage 91 33 89 89
3. MarketAxess (M, US)  Financial Exchanges & Data
3. MarketAxess (M, US)   Financial Exchanges & Data 89 22 75 47
4. Interactive Brokers (XL, US)  Investment Banking & Brokerage
4. Interactive Brokers (XL, US)   Investment Banking & Brokerage 73 7 57 69
5. S&P Global (XXL, US)  Financial Exchanges & Data
5. S&P Global (XXL, US)   Financial Exchanges & Data 66 6 11 31
6. Cboe Global Markets (XL, US)  Financial Exchanges & Data
6. Cboe Global Markets (XL, US)   Financial Exchanges & Data 65 10 16 38
7. Intercontinental (XL, US)  Financial Exchanges & Data
7. Intercontinental (XL, US)   Financial Exchanges & Data 64 26 59 82
8. Stifel Financial (XL, US)  Investment Banking & Brokerage
8. Stifel Financial (XL, US)   Investment Banking & Brokerage 54 79 98 96
9. Raymond James (XXL, US)  Investment Banking & Brokerage
9. Raymond James (XXL, US)   Investment Banking & Brokerage 53 53 37 62
10. INTL FCStone (XXL, US)  Investment Banking & Brokerage
10. INTL FCStone (XXL, US)   Investment Banking & Brokerage 41 55 68 64

March 27, 2025. 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. Stifel Financial (XL, US)  Investment Banking & Brokerage
1. Stifel Financial (XL, US)   Investment Banking & Brokerage 98 79 89 96
2. Piper Jaffray (L, US)  Investment Banking & Brokerage
2. Piper Jaffray (L, US)   Investment Banking & Brokerage 89 33 63 89
3. MarketAxess (M, US)  Financial Exchanges & Data
3. MarketAxess (M, US)   Financial Exchanges & Data 75 22 57 47
4. INTL FCStone (XXL, US)  Investment Banking & Brokerage
4. INTL FCStone (XXL, US)   Investment Banking & Brokerage 68 55 71 64
5. Goldman Sachs (XXL, US)  Investment Banking & Brokerage
5. Goldman Sachs (XXL, US)   Investment Banking & Brokerage 67 75 63 49
6. CME Group (XL, US)  Financial Exchanges & Data
6. CME Group (XL, US)   Financial Exchanges & Data 65 16 49 64
7. BGC (L, US)  Investment Banking & Brokerage
7. BGC (L, US)   Investment Banking & Brokerage 63 62 79 74
8. Intercontinental (XL, US)  Financial Exchanges & Data
8. Intercontinental (XL, US)   Financial Exchanges & Data 59 26 59 82
9. Interactive Brokers (XL, US)  Investment Banking & Brokerage
9. Interactive Brokers (XL, US)   Investment Banking & Brokerage 57 7 77 69
10. Morgan Stanley (XXL, US)  Investment Banking & Brokerage
10. Morgan Stanley (XXL, US)   Investment Banking & Brokerage 53 69 43 52

March 27, 2025. 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 March 27, 2025.

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