Last updated 2024-11-22 03:43:10 (EST)

Quarterly Net Income Trend Analysis

Overall Quarterly Net Income Growth Trend of Financial Services Sector Companies.

Trend Chart of Adjusted Quarterly Net Income vs. Stock Price Trend Chart for Financial Services Sector ETF (XLF)
tooltip

Seasonally Adjusted Quarterly Net Income Growth Rate tooltip

QoQ Growth Rate of Net Income-1.8%
YoY Growth Rate of Net Income40%

Correlation Analysis between Quarterly Revenue and Stock Price

Determine the correlation between the stock price of the Financial Services Sector ETF (XLF) and the seasonally adjusted overall quarterly net income of Financial Services sector companies. If there is a moderate to high correlation, the overall seasonally adjusted quarterly revenue can be used to estimate whether the stock price is reasonable.

Scatter Plot of Financial Services Seasonally Adjusted Quarterly Net Income vs. Stock Price for Financial Services Sector

Financial Services Seasonally Adjusted Quarterly Net Income and stock price of Financial Services Sector show a Low Correlation. The higher the correlation, the greater the reference value.

The Coefficient of Determination
between Financial Services Seasonally Adjusted Quarterly Net Income and Stock Price

Low Correlation 0.38

Related Stocks

Related Financial Services sector stocks, along with their quarterly revenue growth rates (QoQ and YoY).

Ticker Name QoQ Growth Rate of
Seasonally Adjusted
Quarterly Revenue
YoY Growth Rate of
Seasonally Adjusted
Quarterly Revenue
CSXCX
Calvert US Large Cap Core Responsible Index Fund Class C
Turn Losses into Profits-29.1%
DB
Deutsche Bank Aktiengesellschaft
Turn Losses into Profits24.2%
FAOTX
American Funds 2020 Target Date Retirement Fd Cl F-1
Turn Losses into Profits-24.2%
JSOAX
JP Morgan Strategic Income Opportunities Fd Cl A
Turn Losses into Profits-24.2%
MMAC
MMA Capital Holdings, Inc.
Turn Losses into ProfitsTurn Loss into Profit
SIGI
Selective Insurance Group, Inc.
Turn Losses into Profits3.4%
SNV
Synovus Financial Corp.
Turn Losses into Profits87%
TPG
TPG Inc.
Turn Losses into Profits-65.8%
VITSX
Vanguard Total Stock Market Index Fund
Turn Losses into ProfitsTurn Loss into Profit
PRI
Primerica, Inc.
15594.6%8.1%
RNR
RenaissanceRe Holdings Ltd.
1040.1%483%
SOFI
SoFi Technologies, Inc.
947.1%Turn Loss into Profit
PHYS
Sprott Physical Gold Trust
721.3%Turn Loss into Profit
IHGIX
Hartford Dividend and Growth Fund Class A
646.4%-26%
CGABL
The Carlyle Group Inc. 4.625% Subordinated Notes due 2061
630.6%632.7%
CG
The Carlyle Group Inc.
476.5%632.7%
MKL
Markel Corporation
475.4%955.1%
BAM
Brookfield Asset Management Ltd.
449.9%10.1%
ORI
Old Republic International Corporation
363.5%544.3%
CINF
Cincinnati Financial Corporation
240.4%Turn Loss into Profit
ALL
The Allstate Corporation
232.2%Turn Loss into Profit
STEP
StepStone Group Inc.
208.1%102.6%
KKRS
KKR Group Finance Co. IX LLC 4.
179.1%-3.7%
THG
The Hanover Insurance Group, Inc.
178.8%1087.2%
PNFP
Pinnacle Financial Partners, Inc.
161.8%10.6%
NMR
Nomura Holdings, Inc.
161.1%179.3%
VPCCX
Vanguard PRIMECAP Core Fund Investor Shares
158.2%-4.3%
COF
Capital One Financial Corporation
145.9%-2.3%
RYAN
Ryan Specialty Holdings, Inc.
141.6%Turn Loss into Profit
AMFFX
American Funds American Mutual Fund Class F-1
138.4%1.7%
ARES
Ares Management Corporation
117.3%109.7%
TRV
The Travelers Companies, Inc.
102.3%211.9%
UNMA
Unum Group 6.250% JR NT58
102.2%219.7%
AXS
AXIS Capital Holdings Limited
100.2%-3.9%
UNM
Unum Group
95.6%219.7%
FRHC
Freedom Holding Corp.
95.6%-1%
MORN
Morningstar, Inc.
85.4%206.1%
PGR
The Progressive Corporation
82.5%108.1%
SLF
Sun Life Financial Inc.
80%53.4%
CSXAX
Calvert US Large Cap Core Responsible Index Fund Class A
79%16.7%
BX
Blackstone Inc.
77.2%41.5%
UBS
UBS Group AG
75.3%Turn Loss into Profit
MFC
Manulife Financial Corporation
74.1%101.9%
MET
MetLife, Inc.
61.7%174.4%
NWG
NatWest Group plc
57.8%15.7%
TFC
Truist Financial Corporation
56.4%22.5%
AMG
Affiliated Managers Group, Inc.
53%-43%
MGR
Affiliated Managers Group, Inc.
53%-43%
MGRB
Affiliated Managers Group, Inc.
53%-43%
MGRD
Affiliated Managers Group, Inc.
53%-43%
JEF
Jefferies Financial Group Inc.
48%38.5%
JUESX
JPMorgan U.S. Equity Fund Class I
47%6.1%
KNSL
Kinsale Capital Group, Inc.
45.5%50.1%
OMF
OneMain Holdings, Inc.
45.4%-19.1%
ICE
Intercontinental Exchange, Inc.
43.5%21.4%
AFG
American Financial Group, Inc.
41%2.3%
AFGB
American Financial Group, Inc.
41%2.3%
AFGC
American Financial Group, Inc.
41%2.3%
AFGD
American Financial Group, Inc.
41%2.3%
AFGE
American Financial Group, Inc.
41%2.3%
AIG
American International Group, Inc.
36.9%-83.3%
FSK
FS KKR Capital Corp.
35.1%-39.6%
ARCC
Ares Capital Corporation
34.8%-21.2%
VLY
Valley National Bancorp
33.1%-30.8%
BSAC
Banco Santander-Chile
32%329.4%
BPOP
Popular, Inc.
31.9%13.7%
NDAQ
Nasdaq, Inc.
31.5%4.1%
RLI
RLI Corp.
31.4%602%
BSMX
Banco Santander México, S.A., Institución de Banca Múltiple, Grupo Financiero Santander México
28.1%49.2%
NU
Nu Holdings Ltd.
27%82.6%
HSBC
HSBC Holdings plc
26.5%7.6%
MUFG
Mitsubishi UFJ Financial Group, Inc.
26.3%90.4%
BCS
Barclays PLC
26.2%18.5%
MLAAX
MainStay Large Cap Growth Fund Class A
26.2%Turn Loss into Profit
BXSL
Blackstone Secured Lending Fund
25.8%-11.3%
OBDC
Blue Owl Capital Corporation
25.1%-10.6%
BBD
Banco Bradesco S.A.
24.7%43.2%
BBDO
Banco Bradesco S.A.
24.7%43.2%
CBOE
Cboe Global Markets, Inc.
24.4%4.4%
MKTX
MarketAxess Holdings Inc.
23.6%30.1%
RRTBX
T. Rowe Price Retirement 2020 Fund Class R
22.7%-18.7%
ATH
Athene Holding Ltd.
19.6%4.9%
AEUDX
American Century Equity Income Fund R6 Class
19.6%-85.1%
TWEIX
American Century Equity Income Investor Class
19.6%-85.1%
AJG
Arthur J. Gallagher & Co.
18.7%11.4%
TROW
T. Rowe Price Group, Inc.
17.3%33.1%
AIZ
Assurant, Inc.
16.9%-29.6%
AIZN
Assurant, Inc. 5.25% Subordinat
16.9%-29.6%
LPLA
LPL Financial Holdings Inc.
15.8%13.8%
CB
Chubb Limited
15.6%13.8%
ACGL
Arch Capital Group Ltd.
15.6%36.7%
SEIC
SEI Investments Company
15.1%33.9%
IX
ORIX Corporation
14.4%47.7%
MS
Morgan Stanley
13.9%32.4%
RNNEX
American Funds The New Economy Fund Class R-2E
13.5%55.2%
FFTHX
Fidelity Freedom 2035 Fund
13.1%Turn Loss into Profit
EG
Everest Re Group, Ltd.
12.3%-24.9%
RE
Everest Re Group, Ltd.
12.3%-24.9%
ING
ING Groep N.V.
12.1%-5.1%
PB
Prosperity Bancshares, Inc.
11.7%13.4%
FCNCA
First Citizens BancShares, Inc.
11.6%-15%
UMBF
UMB Financial Corporation
11.2%13.6%
GL
Globe Life Inc.
11%17.9%
MS-PQ
Morgan Stanley
10.8%32.4%
COLB
Columbia Banking System, Inc.
10.7%7.6%
GBCI
Glacier Bancorp, Inc.
10.5%-2.7%
IBKR
Interactive Brokers Group, Inc.
10.5%10.2%
HLI
Houlihan Lokey, Inc.
10.3%39.6%
EVR
Evercore Inc.
10.3%50.3%
SYF
Synchrony Financial
9.3%25.6%
BCH
Banco de Chile
9%10.8%
STT
State Street Corporation
8.8%73%
BK
The Bank of New York Mellon Corporation
8.4%13.9%
CRVL
CorVel Corporation
8.3%17.6%
RJF
Raymond James Financial, Inc.
7.8%38.7%
PNC
The PNC Financial Services Group, Inc.
7.6%-4.1%
FIDZX
Fidelity Advisor International Capital Appreciation Fund Class Z
7.6%-9.7%
ONB
Old National Bancorp
7.4%-2.8%
XP
XP Inc.
7.4%9.2%
ALLY
Ally Financial Inc.
6.5%20.6%
FFIN
First Financial Bankshares, Inc.
6.5%11.6%
AMECX
American Funds The Income Fund of America Class A
6.5%-2.9%
KKR
KKR & Co. Inc.
6.3%-59.7%
RY
Royal Bank of Canada
5.8%16.2%
L
Loews Corporation
5.8%58.5%
LYG
Lloyds Banking Group plc
5%-3.1%
JHNBX
John Hancock Bond Fund Class A
4.2%2541.1%
HBLRX
The Hartford Balanced Income Fund Class R3
3.8%Turn Loss into Profit
JCBZX
JPMorgan Core Bond Fund Class R2
3.7%Turn Loss into Profit
SCHW
The Charles Schwab Corporation
3.2%25.2%
CIB
Bancolombia S.A.
3%0.6%
MCO
Moody's Corporation
3%37.3%
BN
Brookfield Corporation
2.9%-72.2%
BSBR
Banco Santander (Brasil) S.A.
2.4%31.3%
HDB
HDFC Bank Limited
2.2%33.2%
WBS
Webster Financial Corporation
1.8%-14.8%
IFAFX
The Income Fund of America, Class F-1 Shares
1.6%-7.3%
MSCI
MSCI Inc.
1.1%8.2%
RCWAX
American Funds Capital World Bond Fund Class R-1
1.1%Turn Loss into Profit
OZK
Bank OZK
0.8%4.3%
FNILX
Fidelity ZERO Large Cap Index Fund
0.7%-28.2%
JANIX
Janus Henderson Triton Fund Class D
0.6%88%
BAC
Bank of America Corporation
-0.3%-11.6%
CADE
Cadence Bank
-0.3%194.7%
MMC
Marsh & McLennan Companies, Inc.
-0.4%2.3%
IBN
ICICI Bank Limited
-1.1%18.8%
MTB
M&T Bank Corporation
-1.1%4.5%
SPGI
S&P Global Inc.
-1.4%30.9%
EWBC
East West Bancorp, Inc.
-1.5%4%
BAP
Credicorp Ltd.
-1.7%23.1%
HOMB
Home Bancshares, Inc. (Conway, AR)
-2.2%1.6%
ERIE
Erie Indemnity Company
-2.3%22%
SF
Stifel Financial Corp.
-2.3%132.5%
SFB
Stifel Financial Corporation 5.20% Senior Notes due 2047
-2.3%132.5%
ITUB
Itaú Unibanco Holding S.A.
-2.4%24%
ACEIX
Invesco Equity and Income Fund Class A
-3.5%Turn Loss into Profit
BLK
BlackRock, Inc.
-3.5%1.7%
WAL
Western Alliance Bancorporation
-3.6%-7.8%
CFR
Cullen/Frost Bankers, Inc.
-3.7%-5.9%
CBSH
Commerce Bancshares, Inc.
-4.6%14.4%
AMUSX
American Funds U.S. Government Securities Fund Class A
-4.7%Turn Loss into Profit
WTFC
Wintrust Financial Corporation
-4.8%3.5%
C
Citigroup Inc.
-4.9%-8.7%
BNRE
Brookfield Reinsurance Ltd.
-5.5%-27.3%
AON
Aon plc
-5.5%-24.8%
HBAN
Huntington Bancshares Incorporated
-5.9%-5.5%
USB
U.S. Bancorp
-6.2%12.5%
APO
Apollo Global Management, Inc.
-6.2%18.9%
APHKX
Artisan International Value Fund Institutional Class
-6.3%19.4%
MFG
Mizuho Financial Group, Inc.
-6.4%62.3%
V
Visa Inc.
-6.5%13.6%
KB
KB Financial Group Inc.
-6.7%17.5%
LUBAX
Lord Abbett Ultra Short Bond Fund - Class A
-7.2%Turn Loss into Profit
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.
-7.5%26.1%
VOYA
Voya Financial, Inc.
-8.7%-56.5%
MA
Mastercard Incorporated
-9.1%2%
HIG
The Hartford Financial Services Group, Inc.
-9.2%17.8%
APDKX
Artisan International Value Fund Advisor Class
-9.5%17.9%
ARTKX
Artisan International Value Fund Investor Class
-9.5%17.9%
CFG
Citizens Financial Group, Inc.
-9.9%-11.2%
CFG-PH
Citizens Financial Group, Inc.
-9.9%-11.2%
WFC
Wells Fargo & Company
-10%-11.3%
BNS
The Bank of Nova Scotia
-10.2%-13.6%
CM
Canadian Imperial Bank of Commerce
-10.3%25.6%
BMO
Bank of Montreal
-10.4%19.3%
CNA
CNA Financial Corporation
-10.7%9.7%
BRK-A
Berkshire Hathaway Inc.
-10.7%Turn Loss into Profit
BRK-B
Berkshire Hathaway Inc.
-10.7%Turn Loss into Profit
PYPL
PayPal Holdings, Inc.
-11.6%-1%
CME
CME Group Inc.
-12.1%17.2%
PIPR
Piper Sandler Companies
-12.2%797.1%
ZION
Zions Bancorporation, National Association
-12.7%22.3%
UBSI
United Bankshares, Inc.
-13.7%-0.9%
SAN
Banco Santander, S.A.
-13.7%12%
SHG
Shinhan Financial Group Co., Ltd.
-14.4%3.9%
RF
Regions Financial Corporation
-14.5%-
RF-PF
Regions Financial Corporation
-14.5%-
TW
Tradeweb Markets Inc.
-15.1%15.5%
WRB
W. R. Berkley Corporation
-15.9%9.6%
AXP
American Express Company
-15.9%2.3%
SSB
SouthState Corporation
-16.2%15.3%
HLNE
Hamilton Lane Incorporated
-16.6%30.9%
RY-PT
Royal Bank of Canada
-16.8%9.7%
FNB
F.N.B. Corporation
-16.9%-24.1%
RGA
Reinsurance Group of America, Incorporated
-17.1%-45.6%
RZB
Reinsurance Group of America, Incorporated
-17.1%-45.6%
BRO
Brown & Brown, Inc.
-17.4%33%
MTB-PJ
M&T Bank Corporation
-17.4%4.5%
AHTFX
American Funds High-Income Trust Cl F-1 Shs
-17.6%120.3%
SMFG
Sumitomo Mitsui Financial Group, Inc.
-18.1%-13.5%
WF
Woori Financial Group Inc.
-18.8%1.9%
CMA
Comerica Incorporated
-19.9%-26.7%
ESNT
Essent Group Ltd.
-23.6%-1%
VIPSX
Vanguard Inflation Protected Securities Fund
-23.6%Turn Loss into Profit
BOKF
BOK Financial Corporation
-23.8%3.1%
FHN
First Horizon Corporation
-24.3%59.1%
GS
The Goldman Sachs Group, Inc.
-25.2%45.3%
MTG
MGIC Investment Corporation
-26.3%9.4%
HDGCX
The Hartford Dividend and Growth Fund Class C
-29.2%41.1%
FITB
Fifth Third Bancorp
-30%-13.2%
JPM
JPMorgan Chase & Co.
-31.9%-1.9%
ABALX
American Funds American Balanced Fund Class A
-34.9%152%
AFMBX
American Funds American Balanced Fund
-34.9%152%
AMPFX
American Funds AMCAP Fund
-34.9%152%
DFS
Discover Financial Services
-43.2%41.3%
FDS
FactSet Research Systems Inc.
-43.9%37.4%
NTRS
Northern Trust Corporation
-48%41.8%
GGAL
Grupo Financiero Galicia S.A.
-51.1%210.6%
IVZ
Invesco Ltd.
-54.5%-40.1%
PJT
PJT Partners Inc.
-58.4%27.2%
AEB
Aegon N.V. PERP CAP FLTG RT
-64.1%-34.5%
OWL
Blue Owl Capital Inc.
-76.3%-53.1%
PUK
Prudential plc
-77.3%-87.2%
VTIQ
VectoIQ Acquisition Corp. II
-79.7%-73%
PRU
Prudential Financial, Inc.
-82%Turn Loss into Profit
JHG
Janus Henderson Group plc
-82.2%-71.6%
COOP
Mr. Cooper Group Inc.
-82.3%-70.9%
PFH
CABCO Trust for JC Penney Debentures
-82.3%Turn Loss into Profit
PRH
Prudential Financial, Inc. 5.95
-82.5%Turn Loss into Profit
PRS
Prudential Financial, Inc. 5.62
-82.5%Turn Loss into Profit
AMP
Ameriprise Financial, Inc.
-99.4%-99.4%
AFL
Aflac Incorporated
-100%-100%
ARGO-PA
Argo Group International Holdings, Ltd.
-100%-
BEN
Franklin Resources, Inc.
-100%-100%
BIPH
Brookfield Infrastructure Corpo
-100%-100%
BMA
Banco Macro S.A.
-100%-100%
CRBG
Corebridge Financial, Inc.
-100%-100%
EQH
Equitable Holdings, Inc.
-100%-100%
FAF
First American Financial Corporation
-100%-
FFEGX
Fidelity Freedom Index 2030 Fund
-100%-100%
FFFEX
Fidelity Freedom 2030 Fund
-100%-100%
FG
F&G Annuities & Life, Inc.
-100%-100%
FNF
Fidelity National Financial, Inc.
-100%-100%
JSM
Navient Corporation SR NT 6% 121543
-100%-100%
JXN
Jackson Financial Inc.
-100%-100%
JXN-PA
Jackson Financial Inc.
-100%-100%
KEY
KeyCorp
-100%-100%
LGRNX
Loomis Sayles Growth Fund Class N
-100%-
LNC
Lincoln National Corporation
-100%-100%
PFG
Principal Financial Group, Inc.
-100%-100%
RKT
Rocket Companies, Inc.
-100%-100%
SLV
iShares Silver Trust
-100%-100%
TD
The Toronto-Dominion Bank
-100%-100%
WLTW
Willis Towers Watson Public Limited Company
-100%-100%
WTW
Willis Towers Watson Public Limited Company
-100%-100%
AEG
Aegon N.V.
--
ANBEX
American Funds Strategic Bond Fund Class F-1
--
APSG
Apollo Strategic Growth Capital
--100%
CCIV
Lucid Group, Inc.
--
DHLYX
Diamond Hill Large Cap Fund Class Y
--
GBTC
Grayscale Bitcoin Trust ETF (BTC)
--
MARA
Marathon Digital Holdings, Inc.
--100%
UPST
Upstart Holdings, Inc.
--
VWESX
Vanguard Long-Term Investment Grade Fund Investor Shrs
--
VWITX
Vanguard Intermediate Term Tax-Exempt Fund
--
VWLUX
Vanguard Long Term Tax Exempt Fund
--
ASBFX
American Fd, Short-Term Fund of America, Class F-1 Shs
--
BFIFX
American Funds Inflation Linked Bond Fund - Class F-1
--
GRSVU
Gores Holdings V, Inc.
--
JUEZX
JPMorgan U.S. Equity Fund Class R2
--
JVMRX
John Hancock Funds Disciplined Value Mid Cap Fund
--
OMSIX
Invesco Main Street Fund Class R6
--
PSAC
Property Solutions Acquisition Corp.
--
RTP
Reinvent Technology Partners
--
RTPY
Reinvent Technology Partners Y
--
TIBIX
Thornburg Investment Income Builder Fund Class I
--
TRPMX
Retirement I 2050 Fund - I Class
--
VACQ
Vector Acquisition Corporation
--
VCORX
Vanguard Core Bond Fund Investor Shares
--
VTSAX
Vanguard Total Stock Market Index Fund
--

Disclaimer

1. The information provided is for reference only and does not constitute any guarantee of profits or specific stock and price point recommendations.

2. The information is not complete; for comprehensive data, please refer to the relevant websites.

3. All stock market data analyses are subject to survivorship bias.

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