Last updated 2024-09-19 04:44:37 (EDT)

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 Income29.5%
YoY Growth Rate of Net Income7.8%

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 0.37

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%
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
TRBRX
Retirement I 2020 Fund - I Class
Turn Losses into Profits-65%
VITSX
Vanguard Total Stock Market Index Fund
Turn Losses into ProfitsTurn Loss into Profit
OWL
Blue Owl Capital Inc.
1891.7%164%
PSLV
Sprott Physical Silver Trust
570.2%Turn Loss into Profit
DFS
Discover Financial Services
392.5%69.8%
NTRS
Northern Trust Corporation
309.5%170.1%
MFG
Mizuho Financial Group, Inc.
223.5%18%
COOP
Mr. Cooper Group Inc.
209.7%43.7%
PDI
PIMCO Dynamic Income Fund
172.3%Turn Loss into Profit
WTW
Willis Towers Watson Public Limited Company
169.2%50%
EQH
Equitable Holdings, Inc.
164%-43.6%
VPCCX
Vanguard PRIMECAP Core Fund Investor Shares
158.2%-4.3%
CG
The Carlyle Group Inc.
155.9%Turn Loss into Profit
AMFFX
American Funds American Mutual Fund Class F-1
144.1%1.7%
GGAL
Grupo Financiero Galicia S.A.
130.3%1038.2%
PFH
CABCO Trust for JC Penney Debentures
126%137.2%
PRH
Prudential Financial, Inc. 5.95
126%137.2%
PRS
Prudential Financial, Inc. 5.62
126%137.2%
PFSI
PennyMac Financial Services, Inc.
121%68.7%
STEP
StepStone Group Inc.
120.8%-37.3%
PRU
Prudential Financial, Inc.
117.1%134.4%
CGABL
The Carlyle Group Inc. 4.625% Subordinated Notes due 2061
111.2%Turn Loss into Profit
BRK-A
Berkshire Hathaway Inc.
109.3%-15.5%
BRK-B
Berkshire Hathaway Inc.
109.3%-15.5%
CADE
Cadence Bank
104.9%141.1%
FG
F&G Annuities & Life, Inc.
98.5%56.2%
ARTIX
Artisan International Fund Inv Shs
94.3%Turn Loss into Profit
CSXAX
Calvert US Large Cap Core Responsible Index Fund Class A
79%16.7%
BSAC
Banco Santander-Chile
75.6%71.2%
KB
KB Financial Group Inc.
71.9%15.6%
BOKF
BOK Financial Corporation
68.3%8.2%
ALLY
Ally Financial Inc.
65.2%-10.6%
MUFG
Mitsubishi UFJ Financial Group, Inc.
52%-0.4%
ACT
Enact Holdings, Inc.
51%9.3%
IVZ
Invesco Ltd.
46.8%-
JUESX
JPMorgan U.S. Equity Fund Class I
46%6.1%
HLNE
Hamilton Lane Incorporated
45.5%90.2%
WF
Woori Financial Group Inc.
44.1%49%
ZION
Zions Bancorporation, National Association
42%14.9%
RF
Regions Financial Corporation
40.6%-13.8%
RF-PF
Regions Financial Corporation
40.6%-13.8%
BEN
Franklin Resources, Inc.
38.4%-23.5%
MTB-PJ
M&T Bank Corporation
37.7%-24.5%
TW
Tradeweb Markets Inc.
33.8%33.9%
MFC
Manulife Financial Corporation
33.8%-4.5%
SWISX
Schwab Capital Trust - Schwab International Index Fund
33.6%-18.4%
NWG
NatWest Group plc
32.5%9.4%
ESNT
Essent Group Ltd.
32.4%18.2%
NU
Nu Holdings Ltd.
30.4%116.7%
JPM
JPMorgan Chase & Co.
29.9%25.4%
HLI
Houlihan Lokey, Inc.
29.7%44.9%
CMA
Comerica Incorporated
29.6%-24.5%
USB
U.S. Bancorp
28.4%17.8%
BSMX
Banco Santander México, S.A., Institución de Banca Múltiple, Grupo Financiero Santander México
28.1%49.2%
SSB
SouthState Corporation
28%7.2%
SF
Stifel Financial Corp.
27.4%23%
LYG
Lloyds Banking Group plc
26.4%0.7%
HBAN
Huntington Bancshares Incorporated
25.2%-15.2%
CME
CME Group Inc.
24.6%13.6%
RDN
Radian Group Inc.
24.5%4%
MET
MetLife, Inc.
22.4%135.3%
FAF
First American Financial Corporation
22%-16.2%
SAN
Banco Santander, S.A.
21.9%20.1%
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.
21.4%37.5%
STT
State Street Corporation
21.1%-6.8%
FITB
Fifth Third Bancorp
20.4%-
RRTBX
T. Rowe Price Retirement 2020 Fund Class R
20%-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%
BAM
Brookfield Asset Management Inc.
19.4%-72.8%
HIG
The Hartford Financial Services Group, Inc.
19.1%34.9%
MTB
M&T Bank Corporation
18.6%-24.5%
AXP
American Express Company
18%38.7%
FCNCA
First Citizens BancShares, Inc.
17.8%3.7%
CBSH
Commerce Bancshares, Inc.
16%9.2%
MSCI
MSCI Inc.
14.5%8.1%
BSBR
Banco Santander (Brasil) S.A.
14%127.1%
V
Visa Inc.
13.5%17.2%
EWBC
East West Bancorp, Inc.
13.5%-7.6%
RNNEX
American Funds The New Economy Fund Class R-2E
13.5%55.2%
BRO
Brown & Brown, Inc.
13.1%35.3%
FFTHX
Fidelity Freedom 2035 Fund
13.1%Turn Loss into Profit
SEIC
SEI Investments Company
12.9%17.1%
SHG
Shinhan Financial Group Co., Ltd.
12.6%17.2%
KEY
KeyCorp
11.5%-4.5%
MLAAX
MainStay Large Cap Growth Fund Class A
10.4%Turn Loss into Profit
FDS
FactSet Research Systems Inc.
10%17.4%
MTG
MGIC Investment Corporation
9.9%6.9%
MA
Mastercard Incorporated
9.9%14.5%
C
Citigroup Inc.
9.8%10.4%
CFG
Citizens Financial Group, Inc.
9.2%-18%
CFG-PH
Citizens Financial Group, Inc.
9.2%-18%
BPOP
Popular, Inc.
8.9%17.6%
ARES
Ares Management Corporation
8.5%-34.3%
PYPL
PayPal Holdings, Inc.
8.1%9.6%
ERIE
Erie Indemnity Company
7.9%39.1%
IBKR
Interactive Brokers Group, Inc.
7.7%43.2%
FIDZX
Fidelity Advisor International Capital Appreciation Fund Class Z
7.6%-9.7%
CRVL
CorVel Corporation
7.3%8.9%
AMP
Ameriprise Financial, Inc.
7.2%-6.9%
RY
Royal Bank of Canada
6.6%16.2%
ACGL
Arch Capital Group Ltd.
6.2%89.1%
GS
The Goldman Sachs Group, Inc.
5.9%150.2%
BK
The Bank of New York Mellon Corporation
5.9%9.5%
WFC
Wells Fargo & Company
5.4%-0.6%
HBLRX
The Hartford Balanced Income Fund Class R3
5.4%Turn Loss into Profit
MCO
Moody's Corporation
5.4%46.4%
JEF
Jefferies Financial Group Inc.
5.4%13.2%
PB
Prosperity Bancshares, Inc.
4.7%28.4%
RJF
Raymond James Financial, Inc.
4.3%33.3%
JHNBX
John Hancock Bond Fund Class A
4.2%2541.1%
WAL
Western Alliance Bancorporation
4.1%-10.2%
SPGI
S&P Global Inc.
4%97.8%
BBD
Banco Bradesco S.A.
3.8%2.5%
JCBZX
JPMorgan Core Bond Fund Class R2
3.7%Turn Loss into Profit
MMC
Marsh & McLennan Companies, Inc.
3.6%8.7%
CB
Chubb Limited
3%24.4%
CFR
Cullen/Frost Bankers, Inc.
1.9%-10.3%
EVR
Evercore Inc.
1.5%98.2%
HDB
HDFC Bank Limited
1.5%33.2%
RCWAX
American Funds Capital World Bond Fund Class R-1
1.1%Turn Loss into Profit
FNILX
Fidelity ZERO Large Cap Index Fund
0.7%-28.2%
SCHW
The Charles Schwab Corporation
0.6%2.9%
JANIX
Janus Henderson Triton Fund Class D
0.6%88%
AMECX
American Funds The Income Fund of America Class A
0.4%-7.3%
IFAFX
The Income Fund of America, Class F-1 Shares
0.4%-7.3%
ITUB
Itaú Unibanco Holding S.A.
0.2%16.9%
MS
Morgan Stanley
-0.5%41%
MS-PQ
Morgan Stanley
-0.5%41%
GL
Globe Life Inc.
-1.7%20%
BAC
Bank of America Corporation
-2.6%-6.9%
HOMB
Home Bancshares, Inc. (Conway, AR)
-2.8%-3.6%
MKTX
MarketAxess Holdings Inc.
-2.8%8.5%
XP
XP Inc.
-3.1%14.5%
WTFC
Wintrust Financial Corporation
-3.5%-1.5%
PNC
The PNC Financial Services Group, Inc.
-4.4%-1.6%
AMUSX
American Funds U.S. Government Securities Fund Class A
-4.7%Turn Loss into Profit
NDAQ
Nasdaq, Inc.
-4.8%-16.9%
EG
Everest Group, Ltd.
-5.4%8.1%
BNRE
Brookfield Reinsurance Ltd.
-5.5%-27.3%
APHKX
Artisan International Value Fund Institutional Class
-6.3%19.4%
AIZ
Assurant, Inc.
-7%20.7%
LUBAX
Lord Abbett Ultra Short Bond Fund - Class A
-7.2%Turn Loss into Profit
ING
ING Groep N.V.
-7.3%-17.4%
FFIN
First Financial Bankshares, Inc.
-7.4%3.2%
L
Loews Corporation
-7.7%2.5%
BAP
Credicorp Ltd.
-7.8%-4.4%
BLK
BlackRock, Inc.
-8.3%9.4%
APDKX
Artisan International Value Fund Advisor Class
-8.5%17.9%
ARTKX
Artisan International Value Fund Investor Class
-8.5%17.9%
BXS
BancorpSouth Bank
-8.9%-1.5%
AON
Aon plc
-9%-6.4%
BCH
Banco de Chile
-9%-2.6%
FCFS
FirstCash Holdings, Inc
-9.6%8.6%
BNS
The Bank of Nova Scotia
-9.7%-13.6%
CM
Canadian Imperial Bank of Commerce
-9.8%25.6%
BMO
Bank of Montreal
-10.2%19.3%
AFL
Aflac Incorporated
-10.7%7.4%
LPLA
LPL Financial Holdings Inc.
-11.2%-14.6%
OMF
OneMain Holdings, Inc.
-11.3%-31.1%
PGR
The Progressive Corporation
-12.2%322.3%
CNA
CNA Financial Corporation
-12.4%12%
WRB
W. R. Berkley Corporation
-12.6%4.4%
UNMA
Unum Group 6.250% JR NT58
-13.1%-0.9%
PHYS
Sprott Physical Gold Trust
-13.3%Turn Loss into Profit
UNM
Unum Group
-13.4%-0.9%
IBN
ICICI Bank Limited
-13.9%10%
TROW
T. Rowe Price Group, Inc.
-14.3%1.5%
CIB
Bancolombia S.A.
-14.7%-1.4%
SMFG
Sumitomo Mitsui Financial Group, Inc.
-15.8%49.7%
FHN
First Horizon Corporation
-16.1%168.9%
RY-PT
Royal Bank of Canada
-16.8%9.7%
UMBF
UMB Financial Corporation
-17.3%12.5%
ICE
Intercontinental Exchange, Inc.
-17.4%-20.9%
AHTFX
American Funds High-Income Trust Cl F-1 Shs
-17.6%120.3%
CBOE
Cboe Global Markets, Inc.
-19.3%-16.3%
MORN
Morningstar, Inc.
-19.7%91.4%
ONB
Old National Bancorp
-20.1%-21.8%
KKR
KKR & Co. Inc.
-20.9%-22.5%
ORCC
Owl Rock Capital Corporation
-21%-28.4%
KNSL
Kinsale Capital Group, Inc.
-21%27.2%
ACEIX
Invesco Equity and Income Fund Class A
-22.4%Turn Loss into Profit
RYAN
Ryan Specialty Holdings, Inc.
-23.2%55.6%
VIPSX
Vanguard Inflation Protected Securities Fund
-23.6%Turn Loss into Profit
TRV
The Travelers Companies, Inc.
-24.4%Turn Loss into Profit
SLF
Sun Life Financial Inc.
-24.5%-2.3%
SIVB
SVB Financial Group
-25%-22.8%
BXSL
Blackstone Secured Lending Fund
-27%35.4%
TFC
Truist Financial Corporation
-28.1%-31%
BCS
Barclays PLC
-28.3%-6.4%
WBS
Webster Financial Corporation
-28.6%-22.7%
HDGCX
The Hartford Dividend and Growth Fund Class C
-29.5%41.1%
HFMSX
The Hartford MidCap Fund Class R4
-29.5%41.1%
HSBC
HSBC Holdings plc
-31.4%-3.5%
AFG
American Financial Group, Inc.
-31.5%4.5%
VOYA
Voya Financial, Inc.
-31.7%29.7%
RNR
RenaissanceRe Holdings Ltd.
-33.9%34.5%
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%
BN
Brookfield Corporation
-35.1%-46.9%
BX
Blackstone Inc.
-37.2%-26.1%
AIG
American International Group, Inc.
-38.2%-52.6%
FSK
FS KKR Capital Corp.
-39.6%-26.1%
IX
ORIX Corporation
-39.9%37.7%
AJG
Arthur J. Gallagher & Co.
-41.9%20.9%
JXN
Jackson Financial Inc.
-42.3%-77.4%
JXN-PA
Jackson Financial Inc.
-42.3%-77.4%
ARCC
Ares Capital Corporation
-42.6%-2.7%
JSM
Navient Corporation SR NT 6% 121543
-43.1%-45.5%
OBDC
Blue Owl Capital Corporation
-44.2%-37.5%
SYF
Synchrony Financial
-44.2%13%
FNF
Fidelity National Financial, Inc.
-44.7%39.7%
NMR
Nomura Holdings, Inc.
-48.5%195.5%
RLI
RLI Corp.
-49.8%5.6%
UBS
UBS Group AG
-51.3%-95.8%
PFG
Principal Financial Group, Inc.
-51.5%-9.2%
RGA
Reinsurance Group of America, Incorporated
-51.7%-1%
ATH-PA
Athene Holding Ltd.
-55%42.6%
COF
Capital One Financial Corporation
-57.9%-58.3%
PNFP
Pinnacle Financial Partners, Inc.
-61.2%-73.1%
AEB
Aegon N.V. PERP CAP FLTG RT
-64.1%-34.5%
ALL
The Allstate Corporation
-64.6%Turn Loss into Profit
CRBG
Corebridge Financial, Inc.
-65.6%-52.7%
CINF
Cincinnati Financial Corporation
-65.6%-41.6%
APO
Apollo Global Management, Inc.
-66.8%42.4%
ORI
Old Republic International Corporation
-67.8%-41%
THG
The Hanover Insurance Group, Inc.
-68.5%Turn Loss into Profit
AXS
AXIS Capital Holdings Limited
-69.4%40.7%
IHGIX
Hartford Dividend and Growth Fund Class A
-76.1%-86%
PUK
Prudential plc
-77.3%-87.2%
VTIQ
VectoIQ Acquisition Corp. II
-79.7%-73%
MKL
Markel Corporation
-81%-61.5%
FRHC
Freedom Holding Corp.
-83.7%-49.5%
SOFI
SoFi Technologies, Inc.
-86.8%Turn Loss into Profit
PRI
Primerica, Inc.
-99.3%-99.2%
BIPH
Brookfield Infrastructure Corpo
-100%-100%
BMA
Banco Macro S.A.
-100%-100%
CACC
Credit Acceptance Corporation
-100%-100%
DB
Deutsche Bank Aktiengesellschaft
-100%-100%
FFEGX
Fidelity Freedom Index 2030 Fund
-100%-100%
FFFEX
Fidelity Freedom 2030 Fund
-100%-100%
LGRNX
Loomis Sayles Growth Fund Class N
-100%-
SIGI
Selective Insurance Group, Inc.
-100%-100%
SLV
iShares Silver Trust
-100%-
SNV
Synovus Financial Corp.
-100%-100%
TD
The Toronto-Dominion Bank
-100%-100%
TPG
TPG Inc.
-100%-100%
AEG
Aegon N.V.
--
ANBEX
American Funds Strategic Bond Fund Class F-1
--
APSG
Apollo Strategic Growth Capital
--100%
DHLYX
Diamond Hill Large Cap Fund Class Y
--
DNB
Dun & Bradstreet 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
--
CIPMX
Champlain Mid Cap Fund Advisor Class
--
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
--
PACS
PACS Group, Inc.
--
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.

warning