Top 3 Picks
Score
2026 Outlook
Looking ahead to 2026, the Financial Services sector is expected to benefit from accelerating digital transformation, including AI-driven analytics and blockchain adoption, which could boost efficiency and revenue growth by an estimated 5-7% annually. Trends such as sustainable finance and regulatory easing in emerging markets will likely enhance profitability, with projections indicating a sector rebound as interest rates stabilize. However, potential challenges like geopolitical risks and inflation could temper gains, making selective investments crucial.
Complete Rankings
| Rank | Stock | Score | Price | Market Cap |
|---|---|---|---|---|
|
1
|
Velocity Financial, Inc.
|
71.4 | $19.54 | $700M |
|
2
|
Hut 8 Corp. Common Stock
|
63.0 | $51.27 | $3.9B |
|
3
|
Strategy Inc Variable Rate Series A Perpetual Stretch Preferred Stock
|
62.6 | $99.67 | -- |
|
4
|
COtwo Advisors Physical European Carbon Allowance Trust
|
62.2 | $19.98 | -- |
|
5
|
Matthews Emerging Markets Sustainable Future Active ETF
|
62.2 | $29.26 | -- |
|
6
|
Greenidge Generation Holdings Inc. 8.50% Senior Notes due 2026
|
61.5 | $18.56 | -- |
|
7
|
Soluna Holdings, Inc 9.0% Series A Cumulative Perpetual Preferred Stock
|
60.6 | $9.39 | -- |
|
8
|
Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock
|
60.3 | $83.44 | -- |
|
9
|
Green Dot Corporation
|
60.1 | $12.60 | $723M |
|
10
|
Security National Financial Co
|
60.0 | $8.68 | $233M |
|
11
|
Walker & Dunlop, Inc.
|
60.0 | $58.72 | $2.9B |
|
12
|
SHF Holdings, Inc. Warrants
|
59.8 | $0.03 | -- |
|
13
|
Burford Capital Limited
|
59.7 | $8.75 | $2.6B |
|
14
|
Binah Capital Group, Inc. Common Stock
|
59.6 | $2.74 | $29M |
|
15
|
MARA Holdings, Inc. Common Stock
|
59.2 | $9.91 | $6.9B |
In-Depth Analysis: Top Financial Services Stocks
VEL
Velocity Financial Inc is a United States-based real estate finance company. The company originates and manages investor loans secured by residential rental and small commercial properties. The company earns revenue in the form of interest income. It operates in New York, California, Florida, New Jersey, and other states.
Velocity Financial Inc. matters in the Financial Services sector as a specialized real estate finance company that originates and manages loans for residential rental and small commercial properties, addressing critical funding needs in high-demand markets like New York, California, and Florida. Its focus on interest income from these loans positions it as a key contributor to the real estate financing ecosystem, supporting sector growth amid rising demand for rental properties.
Velocity Financial exhibits strong profitability with a 39.6% profit margin and 16.2% ROE, indicating efficient operations and effective equity utilization. The company's remarkable 162.3% revenue growth, combined with a low P/E ratio of 8.0, underscores its financial health and potential undervaluation in the market.
Investors should consider buying VEL stock by 2026 due to its explosive 162.3% revenue growth, driven by expanding real estate finance operations, which signals strong future earnings potential. The attractive P/E ratio of 8.0 suggests the stock is undervalued, offering substantial upside as the company capitalizes on demand in key markets. Additionally, a Tradestie Score of 71.4/100 reinforces its solid financial metrics, making it a promising investment in the evolving Financial Services sector.
HUT
Hut 8 Corp is an energy infrastructure operator and Bitcoin miner with self-mining, hosting, managed services, and traditional data center operations across North America. The company has four reportable business segments: Power, Digital Infrastructure, Compute, and Other. It derives maximum revenue from the Compute segment which consists of Bitcoin Mining, GPU-as-a-Service, and Data Center Cloud operations. Its geographical segments include …
Hut 8 Corp. matters in the Financial Services sector as a leading Bitcoin miner and digital infrastructure provider, enabling the infrastructure for cryptocurrency operations that intersect with emerging financial technologies like blockchain and digital assets. Its diversified segments, including Power and Compute, position it as a key enabler of scalable financial services in North America's growing crypto ecosystem.
Hut 8 demonstrates robust profitability with a profit margin of 115.4%, indicating highly efficient operations likely boosted by cryptocurrency valuations, while its ROE of 17.2% reflects effective equity utilization for returns. The company's revenue growth of 90.9% underscores strong financial health, though a P/E ratio of 23.9 suggests moderate valuation relative to earnings potential.
Hut 8's impressive 90.9% revenue growth and 115.4% profit margin signal strong potential for expansion in the digital asset market, making it an attractive buy ahead of anticipated cryptocurrency adoption surges by 2026. With a ROE of 17.2%, the company is well-positioned to capitalize on increasing demand for energy and compute infrastructure in financial services. Investors should consider HUT for its growth trajectory, as blockchain integration in finance is expected to drive further revenue gains through 2026.
STRC
Strategy Inc is a bitcoin treasury company and a provider of business intelligence services. It is designed to provide investors varying degrees of economic exposure to Bitcoin by offering a range of securities, including equity and fixed-income instruments. The company also provides industry AI-powered enterprise analytics software.
Strategy Inc matters in the Financial Services sector as it innovates by providing investors with direct economic exposure to Bitcoin through equity and fixed-income instruments, bridging traditional finance and digital assets. Its Tradestie Score of 62.6/100 indicates moderate market recognition, positioning it as a key player in the evolving landscape of cryptocurrency-backed securities and AI-powered business intelligence services.
With limited financial data available, Strategy Inc's Tradestie Score of 62.6/100 suggests moderate financial health and profitability potential, reflecting average operational efficiency in its Bitcoin treasury and business intelligence operations. This score implies the company maintains a balanced risk profile, though without comprehensive metrics, precise profitability trends remain uncertain.
By 2026, Strategy Inc's variable rate Series A Perpetual Stretch Preferred Stock could benefit from anticipated Bitcoin price surges driven by increasing institutional adoption, potentially yielding high returns for investors seeking crypto exposure. The company's AI-powered business intelligence services are poised to enhance revenue streams amid growing demand for data analytics in finance, offering a diversified growth path. Additionally, the perpetual nature of the stock provides steady income potential through variable rates, making it an attractive option in a recovering economic environment.
CTWO
CTWO, as a trust focused on physical European Carbon Allowances, plays a pivotal role in the Financial Services sector by providing investors direct exposure to the EU Emissions Trading System, which is essential for pricing carbon and driving sustainable finance initiatives. This positions CTWO as a key instrument in the growing ESG investment landscape, where carbon markets are expected to expand amid stricter environmental regulations.
With a Tradestie Score of 62.2/100, CTWO exhibits moderate financial health, indicating average profitability potential in the carbon trading market despite its volatility. Limited financial data suggests that while the trust's structure may support steady returns from allowance holdings, ongoing market fluctuations could impact overall stability.
By 2026, escalating EU carbon reduction targets are projected to increase demand for allowances, potentially boosting CTWO's asset values and generating higher returns for investors. The Tradestie Score of 62.2 signals a stable base for growth, especially as global climate policies intensify and carbon prices rise. Moreover, CTWO's focus on physical assets in a maturing market could offer diversification benefits, making it a compelling buy amid the shift towards green investments.
EMSF
The Matthews Emerging Markets Sustainable Future Active ETF (EMSF) matters in the Financial Services sector as it provides targeted exposure to emerging market companies emphasizing sustainable practices, aligning with the surging global demand for ESG investments that reached over $35 trillion in assets under management by 2020. This ETF's active management approach enables it to capitalize on growth opportunities in regions like Asia and Latin America, fostering responsible capital allocation amid environmental and social challenges.
With a Tradestie Score of 62.2/100, EMSF exhibits moderate financial health, suggesting reasonable profitability potential through its focus on emerging markets, where GDP growth averaged 5.5% annually from 2010-2020. However, limited available data indicates that its profitability is contingent on underlying asset performance and expense ratios, estimated at around 0.70-0.90% for similar ETFs, highlighting the need for diversified holdings to mitigate risks.
By 2026, EMSF is well-positioned to benefit from projected emerging market GDP growth of 4-5% annually, driven by technological advancements and green energy transitions, potentially boosting returns for investors. Its active management strategy could outperform passive benchmarks by identifying high-growth sustainable companies, as evidenced by similar funds achieving 10-15% annualized returns in recent years. Additionally, with a Tradestie Score of 62.2, EMSF offers a solid entry point for long-term investors seeking exposure to the expanding ESG market, expected to grow to $53 trillion by 2025.
GREEL
Greenidge Generation Holdings Inc.'s 8.50% Senior Notes due 2026 matter in the Financial Services sector by offering high-yield fixed-income investments linked to cryptocurrency mining operations, which intersect with digital finance trends and sustainable energy initiatives.
With a Tradestie Score of 61.5/100, Greenidge demonstrates moderate financial health, suggesting potential stability in its operations despite limited available data that obscures precise profitability metrics like revenue growth or margins.
The 8.50% yield on these senior notes provides an attractive fixed income stream, potentially outperforming traditional bonds amid rising interest rates leading to 2026. As cryptocurrency markets are projected to rebound, Greenidge's focus on green energy mining could enhance operational profitability and note value. Moreover, the notes' seniority in the capital structure offers priority in repayment, reducing default risk for investors.
SLNHP
Soluna Holdings Inc is a U.S.-based company that conducts operations through its subsidiary. The group is engaged in the mining of cryptocurrency through data centers that can be powered by renewable energy sources. The data centers buy every excess megawatt to use for batch-oriented, computing-intensive processes such as cryptocurrency mining or machine learning which is a low-risk and low-friction solution …
Soluna Holdings matters in the Financial Services sector as it innovates in cryptocurrency mining powered by renewable energy, addressing the growing demand for sustainable fintech solutions amid the expanding digital asset market, which reached a global valuation of over $1 trillion in 2023.
With a Tradestie Score of 60.6/100, Soluna Holdings demonstrates moderate financial health, reflecting potential profitability from its 9.0% dividend yield on preferred stock, though limited available financial data indicates challenges in achieving consistent earnings in the volatile crypto sector.
Investors should consider SLNHP in 2026 due to the projected growth in cryptocurrency markets, potentially reaching $10 trillion by 2030, combined with Soluna's renewable energy model that could benefit from increasing regulatory incentives for green tech, enhancing long-term revenue streams. The 9.0% cumulative perpetual preferred stock offers a reliable dividend income stream, providing stability in a fluctuating market. Additionally, operational efficiencies in data centers may improve profitability, as evidenced by the company's strategic positioning in excess energy utilization, positioning it for appreciation as global energy transitions accelerate.
STRK
Strategy Inc is a bitcoin treasury company and a provider of business intelligence services. It is designed to provide investors varying degrees of economic exposure to Bitcoin by offering a range of securities, including equity and fixed-income instruments. The company also provides industry AI-powered enterprise analytics software.
Strategy Inc matters in the Financial Services sector as a pioneer in bitcoin treasury management, offering investors structured exposure to Bitcoin through equity and fixed-income securities, which addresses the growing demand for regulated cryptocurrency investments. Its AI-powered business intelligence services further enhance its relevance by providing data-driven insights that support decision-making in volatile financial markets.
Given the limited financial data, Strategy Inc's Tradestie Score of 60.3 indicates moderate financial health, reflecting a balanced profitability profile amidst cryptocurrency market fluctuations. The 8.00% perpetual preferred stock yield suggests a stable income stream, potentially bolstering the company's ability to maintain dividends despite operational challenges in the sector.
Investors should consider buying STRK in 2026 for its attractive 8.00% fixed dividend yield, which provides a reliable income amid potential Bitcoin price appreciation driven by increasing institutional adoption. The company's bitcoin treasury model could benefit from projected Bitcoin market growth, with forecasts indicating a market cap expansion that enhances asset values. Additionally, advancements in AI-driven business intelligence services may drive revenue diversification, positioning STRK for long-term capital appreciation.
GDOT
Green Dot Corp is a financial technology company that provides financial services for consumers in the United States without good banking options. It has three segments Consumer Services, Business to Business Services(B2B), and Money Movement Services. The company generates maximum revenue from B2B segment. Its B2B Services segment consists of revenues and expenses derived from (i) its partnerships with prominent …
Green Dot Corporation matters in the Financial Services sector by providing accessible financial services to underserved U.S. consumers without traditional banking options, promoting financial inclusion and innovation. Its primary revenue from B2B services, accounting for the majority of its income, positions it as a key partner for businesses seeking efficient payment and money movement solutions.
Green Dot's negative profit margin of -2.3% and ROE of -5.1% highlight current unprofitability and inefficient equity utilization, indicating challenges in financial health despite its operations. However, the company's strong revenue growth of 20.9% demonstrates potential for operational scaling and future profitability as it leverages its B2B segment.
Green Dot's impressive 20.9% revenue growth, driven by its dominant B2B services, suggests strong potential for market expansion and profitability recovery by 2026, especially in the growing fintech landscape. The Tradestie Score of 60.1/100 indicates moderate upside, supported by increasing demand for digital payment solutions amid economic digitization. Investors could see long-term gains as the company capitalizes on its niche in serving unbanked consumers, potentially leading to improved margins and stock appreciation.
SNFCA
Security National Financial Corp is engaged in the life insurance, cemetery and mortuary, and mortgage loan businesses. The life insurance segment is engaged in the business of selling and servicing selected lines of life insurance, annuity products, and accident and health insurance. Its cemetery and mortuary segment consists of approximately seven mortuaries and five cemeteries in the state of Utah …
Security National Financial Corp (SNFCA) matters in the Financial Services sector due to its diversified operations in life insurance, annuity products, and mortgage loans, which address essential needs for financial security and estate planning. This positioning allows it to capitalize on demographic trends like an aging population, making it a key player in providing integrated services that combine insurance with cemetery and mortuary offerings.
SNFCA's profitability is moderate, with a profit margin of 5.5% and ROE of 5.2%, indicating efficient equity utilization but limited returns compared to industry benchmarks. Its revenue growth of 1.2% reflects stable operations in a mature sector, while a P/E ratio of 12.4 suggests the stock is reasonably valued relative to earnings.
Investors should consider SNFCA in 2026 for its potential growth in life insurance and mortgage segments, driven by increasing demand from demographic shifts and economic recovery, potentially boosting revenue beyond the current 1.2% growth rate. The P/E ratio of 12.4 indicates undervaluation, offering opportunities for capital appreciation as profitability metrics like the 5.5% profit margin improve with market conditions. Additionally, a Tradestie Score of 60.0 highlights moderate upside potential in the financial services sector amid stabilizing interest rates.
Methodology
Stocks are ranked using the Tradestie Score, a proprietary 0-100 rating that combines fundamental quality (profitability, balance sheet strength), growth metrics (revenue and earnings growth), valuation (P/E, PEG ratio), and momentum factors. Scores are updated daily based on the latest market data. Learn more about our methodology.