Sectors

Banking & Finance stocks

Peer comparison of the 8 Banking & Finance stocks tracked by R40, ordered by market cap.

Above 40
4 of 8
Median R40
31
Median revenue growth
+14.6%
Median FCF margin
+20.8%
Top score
BAC 145 2026 Q1
Lowest score
MS -21 2026 Q1

Ordered by market cap, largest first — not by Rule of 40 score.

Company R40 Market cap Price Revenue growth FCF margin P/E
Berkshire Hathaway Inc. Class B BRK-B Berkshire Hathaway Inc. Class B R40102026 Q1 $1.10T $511.54 +4.4% +5.8% 14.2
JPMorgan Chase & Co. JPM JPMorgan Chase & Co. R40222025 Q4 $973.61B $351.79 +3.9% +18.2% 14.1
Visa Inc. V Visa Inc. R40402026 Q1 $699.31B $366.13 +17.1% +23.4% 26.3
Mastercard Incorporated MA Mastercard Incorporated R40522026 Q2 $511.78B $573.10 +14.1% +37.5% 28.9
Bank of America Corporation BAC Bank of America Corporation R401452026 Q1 $472.50B $61.95 +7.2% +138.0% 12.1
Morgan Stanley MS Morgan Stanley R40-212026 Q1 $334.57B $210.42 +16.9% -38.2% 14.9
The Goldman Sachs Group, Inc. GS The Goldman Sachs Group, Inc. R4022025 Q4 $320.79B $1,018.38 +15.2% -13.6% 15.5
The Charles Schwab Corporation SCHW The Charles Schwab Corporation R401272026 Q1 $184.17B $105.24 +15.8% +111.1% 16.8