Top 3 Picks
2026 Outlook
The securities brokers sector is poised for robust growth by 2026, fueled by trends such as digital transformation, including algorithmic trading and fintech integration, which could increase trading volumes by an estimated 15-20% annually. Rising global wealth and potential interest rate stabilization may boost asset under management, with projections indicating sector revenue growth of 8-10% CAGR through 2026. However, challenges like regulatory scrutiny and competitive pressures from new entrants could temper gains, though overall optimism persists due to expanding retail and institutional demand.
Complete Rankings
| Rank | Stock | Score | Price | Market Cap |
|---|---|---|---|---|
|
1
|
The Charles Schwab Corporation
|
68.0 | $101.57 | $167.5B |
|
2
|
Blackrock, Inc.
|
63.5 | $1085.06 | $176.7B |
|
3
|
Navient Corporation 6% Senior Notes due December 15, 2043
|
63.5 | $20.14 | -- |
|
4
|
WisdomTree, Inc.
|
63.5 | $12.51 | $2.0B |
|
5
|
Cohen & Company Inc
|
60.0 | $24.99 | $23M |
|
6
|
Navient Corporation
|
59.6 | $12.78 | $1.3B |
|
7
|
Interactive Brokers Group, Inc. Class A Common Stock
|
59.1 | $67.23 | $30.6B |
|
8
|
Jefferies Financial Group Inc.
|
58.1 | $63.46 | $13.1B |
|
9
|
MarketAxess Holdings Inc.
|
58.1 | $178.55 | $6.4B |
|
10
|
Goldman Sachs Group Inc.
|
57.9 | $914.34 | $237.8B |
|
11
|
Piper Sandler Companies
|
57.6 | $349.97 | $6.0B |
|
12
|
iShares Core Dividend ETF
|
57.4 | $53.45 | -- |
|
13
|
Dominari Holdings Inc. Common Stock
|
57.0 | $5.02 | $107M |
|
14
|
Oppenheimer Holdings, Inc.
|
56.8 | $72.64 | $763M |
|
15
|
Stifel Financial Corp.
|
56.6 | $128.31 | $11.4B |
In-Depth Analysis: Top Securities Brokers Stocks
SCHW
Charles Schwab is one of the largest retail-oriented financial services companies in the US, with $10.1 trillion in client assets across its brokerage, banking, asset-management, custody, financial advisory, and wealth-management businesses at year-end 2024. While best known for its retail brokerage offering, Schwab generates the lion's share of its revenue and profits through its Charles Schwab Bank and asset-management segments. …
Charles Schwab matters in the Securities Brokers sector as one of the largest retail-oriented financial services firms in the US, managing $10.1 trillion in client assets at year-end 2024, which highlights its dominant market position and extensive reach in brokerage and wealth management. Its diversified offerings across brokerage, banking, and asset management make it a key player in driving retail investor participation and innovation.
Charles Schwab exhibits strong profitability with a 35.9% profit margin and 17.1% ROE, demonstrating efficient cost management and effective use of shareholder equity to generate returns. The company's 26.6% revenue growth further underscores its financial health, supported by a 23.5 P/E ratio that indicates reasonable valuation relative to its earnings potential.
Investors should consider buying Charles Schwab stock in 2026 due to its robust 26.6% revenue growth and 17.1% ROE, signaling strong potential for continued expansion in the Securities Brokers sector amid rising retail trading activity. The company's massive $10.1 trillion in client assets provides a solid foundation for future revenue streams, while its 35.9% profit margin ensures resilience against market volatility. Additionally, a Tradestie Score of 68.0 suggests moderate upside, making it an appealing choice for growth-oriented portfolios in a recovering economy.
BLK
BlackRock is the largest asset manager in the world, with $12.528 trillion in assets under management at the end of June 2025. Its product mix is diverse, with 54% of managed assets in equity strategies, 25% in fixed income, 8% in multi-asset classes, 8% in money market funds, and 5% in alternatives. Passive strategies account for two-thirds of long-term AUM, …
BlackRock matters in the Securities Brokers sector as the world's largest asset manager with $12.528 trillion in assets under management as of June 2025, providing it with unmatched scale and influence in global investment flows. Its diverse product mix, featuring 54% in equity strategies and 25% in fixed income, enables it to address varied investor demands and drive innovation in asset management services.
BlackRock exhibits robust profitability with a 26.6% profit margin and 12.1% return on equity, demonstrating efficient operations and strong earnings generation from its asset management activities. The company's 25.2% revenue growth further underscores its financial health, though its 27.9 P/E ratio indicates a premium valuation reflective of sustained growth potential.
BlackRock's 25.2% revenue growth and $12.528 trillion in assets under management position it for continued expansion in 2026, capitalizing on rising global equity and fixed income investments. Its diversified product mix, including 54% in equities, enhances resilience amid market shifts, while a 26.6% profit margin signals strong cash flow generation for potential shareholder returns. Additionally, the 63.5 Tradestie Score suggests moderate upside, making it an attractive buy for investors seeking exposure to the growing asset management sector.
JSM
Navient Corporation matters in the Securities Brokers sector due to its expertise in student loan servicing and asset management, which supports the broader financial ecosystem by facilitating debt instruments and investment products. This role enhances liquidity and risk management in the sector, making it a key player in handling consumer finance obligations amid evolving regulatory landscapes.
Navient's P/E ratio of 16.9 indicates a reasonable valuation relative to its earnings, suggesting the company is generating profits efficiently compared to industry peers. The Tradestie Score of 63.5/100 reflects moderate financial health, implying stable but not exceptional performance in profitability and risk management based on key metrics.
Investors should consider Navient's senior notes by 2026 due to the fixed 6% interest rate, which could provide reliable income in a potentially rising interest rate environment, outperforming variable-yield alternatives. With a P/E ratio of 16.9 signaling undervaluation and a Tradestie Score of 63.5 indicating solid fundamentals, the notes may appreciate as the Securities Brokers sector benefits from economic recovery and increased lending activity. Furthermore, Navient's established position in loan servicing positions it for growth amid anticipated increases in education and consumer finance demands by 2026.
WT
WisdomTree Inc is a financial innovator, offering a well-diversified suite of exchange-traded products (ETPs), models and solutions. It offers a broad range of ETFs and exchange-traded products (ETPs). The firm also engages in developing next-generation digital products and structures, including digital funds and tokenized assets, as well as its blockchain-native digital wallet, WisdomTree Prime. The Company conducts business under a …
WisdomTree Inc. matters in the Securities Brokers sector due to its innovative offerings of a diversified suite of exchange-traded products (ETPs) and next-generation digital structures, which enhance investor access to advanced financial tools and address evolving market demands.
WisdomTree's profitability is robust, evidenced by a 21.1% profit margin and a 25.8% ROE, indicating efficient operations and strong returns on shareholder equity; furthermore, its 11.0% revenue growth reflects positive financial health and potential for continued expansion.
Investors should consider buying WisdomTree stock in 2026 given its 11.0% revenue growth and 25.8% ROE, which signal strong operational efficiency and potential for outperformance in the expanding ETP market; the company's development of digital products positions it to capitalize on increasing demand for innovative financial solutions; additionally, a P/E ratio of 19.4 suggests the stock is reasonably valued relative to its earnings growth prospects.
COHN
Cohen & Co Inc is a United States company that delivers financial services in fixed-income markets. It is focused on small-cap banking institutions and has grown to provide an expanding range of capital markets and asset management services. It has three business segments. The Capital Markets segment, which is the key revenue driver, consists of fixed-income sales, trading, matched book …
Cohen & Company Inc matters in the Securities Brokers sector due to its specialized focus on fixed-income markets and services for small-cap banking institutions, differentiating it from larger competitors. Its expansion into capital markets and asset management services positions it as a key provider of tailored financial solutions in a niche segment.
Cohen & Company Inc's profitability is modest with a 2.4% profit margin, reflecting tight margins in the competitive securities sector, but its 7.4% ROE indicates reasonable efficiency in utilizing shareholder equity. The company's exceptional 171.8% revenue growth highlights strong financial health and potential for sustained expansion, despite the low P/E ratio of 5.5 suggesting undervaluation.
Cohen & Company Inc's impressive 171.8% revenue growth signals robust demand for its fixed-income and capital markets services, making it a compelling investment opportunity by 2026 as the sector potentially rebounds. The low P/E ratio of 5.5 implies the stock is undervalued relative to earnings, offering significant upside potential for appreciation. Additionally, with a Tradestie Score of 60.0, the company demonstrates moderate investment appeal amid its focus on underserved small-cap institutions, which could drive further growth in a recovering economy.
NAVI
Navient Corp provides technology-enabled education finance solutions that simplify complex programs and help millions of people achieve success. The company operates its business in three segments: Federal Education Loans, Consumer Lending, and Business Processing. A majority of its revenue is generated from the Federal Education Loans segment, in which the company owns and manages the Federal Family Education Loan Program …
Navient Corporation matters in the Securities Brokers sector as it plays a pivotal role in the broader financial services ecosystem, particularly through its management of education loans and consumer lending that often involve securitized assets, contributing to market liquidity and risk management. Its technology-enabled solutions simplify complex financial programs, supporting millions in achieving educational and financial goals, which indirectly bolsters the sector's stability by enhancing access to credit instruments.
Navient's profitability is concerning, with a negative profit margin of -11.5% indicating losses relative to revenue, and an ROE of -2.0% showing poor returns on shareholder equity, both of which highlight underlying financial strain. The drastic revenue growth decline of -48.9% further underscores challenges in its core segments, such as Federal Education Loans and Consumer Lending, potentially due to regulatory pressures or market shifts.
By 2026, Navient could rebound as potential regulatory reforms in education financing and student loans may drive demand for its services, potentially reversing the -48.9% revenue decline seen recently. The company's focus on technology-enabled solutions in its Business Processing segment could enhance operational efficiency and profitability, improving metrics like the current -11.5% profit margin. Additionally, with a Tradestie Score of 59.6, indicating moderate investment appeal, Navient's established position in consumer lending positions it for growth amid economic recovery and increasing education demands.
IBKR
Interactive Brokers is a large, automated, retail and institutional brokerage that boasted nearly $570 billion in customer equity at the end of 2024. The company cut its teeth as a market maker, introducing US financial markets to automated and algorithmic training before expanding into brokerage services in 1993. The firm has a wide-ranging client base, with its best-in-class order execution …
Interactive Brokers matters in the Securities Brokers sector as a pioneer in automated and algorithmic trading, having introduced these innovations to US financial markets and expanded into a major retail and institutional brokerage. With nearly $570 billion in customer equity at the end of 2024, it demonstrates significant scale and leadership in providing efficient, technology-driven trading solutions.
IBKR exhibits strong profitability with a 15.3% profit margin and a 23.2% ROE, indicating efficient operations and effective use of shareholder equity to generate returns. The company's 23.2% revenue growth further supports its financial health, though the 31.4 P/E ratio reflects a premium valuation tied to its growth trajectory.
IBKR's 23.2% revenue growth and 23.2% ROE suggest strong momentum into 2026, fueled by its advanced automated platforms that cater to increasing retail and institutional trading demands. The firm's $570 billion in customer equity highlights its market dominance and potential for further expansion in a digitalizing brokerage sector. Additionally, despite a 59.1 Tradestie Score, the company's innovative edge positions it for upside as global trading volumes rise.
JEF
Jefferies is a full-service investment banking and capital markets firm that was founded in 1962. After nearly 30 years of focusing on institutional trading services, it entered the investment banking industry in the early 1990s, which ultimately grew into the core business. In 2013, Jefferies merged with Leucadia, a manufacturing-focused holding company. Since merging, Jefferies became the bedrock of the …
Jefferies Financial Group Inc. matters in the Securities Brokers sector as a leading full-service investment banking and capital markets firm, established in 1962 and evolved through strategic expansions like entering investment banking in the early 1990s and a 2013 merger, positioning it as a key provider of institutional trading and advisory services.
Jefferies exhibits strong revenue growth of 21.6%, reflecting robust expansion in its core operations, though its profit margin of 10.1% and ROE of 6.7% indicate moderate efficiency in converting revenue to profits and utilizing equity, with a P/E ratio of 21.8 suggesting fair valuation amid this growth.
Jefferies' 21.6% revenue growth highlights its potential for continued expansion in the recovering securities sector, making it an attractive buy for 2026 as market volatility drives demand for investment banking services. The company's 10.1% profit margin and 6.7% ROE, while not exceptional, provide a foundation for margin improvement through operational efficiencies. Additionally, with a P/E ratio of 21.8, the stock offers solid upside relative to its growth trajectory in a sector expected to benefit from economic recovery by 2026.
MKTX
Founded in 2000, MarketAxess is a leading electronic fixed-income trading platform that connects broker/dealers and institutional investors. The company is primarily focused on credit based fixed income securities with its main trading products being US investment-grade and high-yield bonds, Eurobonds, and Emerging Market corporate debt. Recently the company has expanded more aggressively into Treasuries and municipal bonds with the acquisitions …
MarketAxess matters in the Securities Brokers sector as a pioneering electronic platform for fixed-income trading, established in 2000, which enhances liquidity and efficiency for broker/dealers and institutional investors by focusing on high-demand products like US investment-grade bonds and Eurobonds.
MarketAxess exhibits strong profitability with a 26.2% profit margin, indicating efficient cost management and robust net income generation, while a 15.8% ROE reflects solid returns on shareholder equity; however, the 1.0% revenue growth highlights potential stagnation that could impact long-term financial health.
Investors should consider buying MarketAxess stock in 2026 given its dominant position in electronic fixed-income trading, which is expected to benefit from increasing digitalization and market expansion in the securities sector, potentially driving revenue growth beyond the current 1.0%. The company's strong profitability metrics, including a 26.2% profit margin and 15.8% ROE, provide a stable foundation for sustained earnings. Additionally, with a P/E ratio of 31.0, the stock offers a premium valuation that could appreciate as global bond trading volumes rise.
GS
Goldman Sachs is a storied financial institution, founded in 1869 and best known for its role as a leading global investment bank. The firm has a sprawling reach across global financial centers and has been the leading provider of global merger and acquisition advisory services, by revenue, for the past 20 years. Since the global financial crisis, Goldman has expanded …
Goldman Sachs, founded in 1869, is a leading global investment bank that dominates the Securities Brokers sector through its expertise in financial services and extensive global reach. As the top provider of global merger and acquisition advisory services by revenue, it plays a critical role in facilitating high-value transactions that shape international markets.
Goldman Sachs exhibits strong profitability with a 29.1% profit margin and a 13.5% return on equity, indicating efficient operations and effective use of shareholder equity. Its 20.7% revenue growth further highlights robust financial health, though the 57.9/100 Tradestie Score suggests moderate overall performance metrics.
Goldman Sachs' 20.7% revenue growth and 29.1% profit margin position it for continued expansion in the Securities Brokers sector, making it an attractive buy ahead of potential market upswings by 2026. The company's P/E ratio of 18.0 reflects a reasonable valuation relative to its earnings potential, offering good upside for investors amid increasing global M&A activity. Additionally, its historical leadership in investment banking could drive superior returns as economic recovery strengthens in 2026.
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.