Financial institutions play a critical role, offering everything from consumer banking to wealth management and specialized financial solutions. But uncertainty about fiscal and monetary policy has tempered enthusiasm, limiting the industry's gains to 17.4% over the past six months. This return lagged the S&P 500's 23.9% climb.
Despite the lackluster result, a few diamonds in the rough can produce earnings growth no matter what, and we started StockStory to help you find them. Keeping that in mind, here are three resilient financials stocks at the top of our wish list.
PJT (PJT)
Market Cap: $4.42 billion
Spun off from Blackstone in 2015 and founded by former Morgan Stanley executive Paul J. Taubman, PJT Partners (NYSE: PJT) is an advisory-focused investment bank that provides strategic advice, restructuring services, and fundraising solutions to corporations, boards, and investment firms.
Why Is PJT on Our Radar?
- Impressive 18.5% annual revenue growth over the last two years indicates it’s winning market share this cycle
- Performance over the past two years shows its incremental sales were extremely profitable, as its annual earnings per share growth of 23.2% outpaced its revenue gains
- Industry-leading 27.3% return on equity demonstrates management’s skill in finding high-return investments
PJT is trading at $182.03 per share, or 27.4x forward P/E. Is now a good time to buy? See for yourself in our in-depth research report, it’s free for active Edge members.
Dave (DAVE)
Market Cap: $3.39 billion
Named after the biblical David fighting financial Goliaths, Dave (NASDAQ: DAVE) is a digital financial services platform that helps Americans living paycheck to paycheck with cash advances, banking services, and tools to improve their financial health.
Why Should DAVE Be on Your Watchlist?
- Annual revenue growth of 35.3% over the last two years was superb and indicates its market share increased during this cycle
- Incremental sales significantly boosted profitability as its annual earnings per share growth of 82% over the last two years outstripped its revenue performance
Dave’s stock price of $254.49 implies a valuation ratio of 23.8x forward P/E. Is now the right time to buy? Find out in our full research report, it’s free for active Edge members.
Oxford Lane Capital (OXLC)
Market Cap: $1.50 billion
Offering monthly dividend payments to income-focused investors, Oxford Lane Capital (NASDAQ: OXLC) is a closed-end management investment company that primarily invests in collateralized loan obligation (CLO) equity and debt securities.
Why Are We Bullish on OXLC?
- Annual revenue growth of 28.1% over the past two years was outstanding, reflecting market share gains this cycle
- Stellar return on equity showcases management’s ability to surface highly profitable business ventures
At $15.57 per share, Oxford Lane Capital trades at 3.3x trailing 12-month price-to-sales. Is now a good time to buy? See for yourself in our full research report, it’s free for active Edge members.
Stocks We Like Even More
Trump’s April 2025 tariff bombshell triggered a massive market selloff, but stocks have since staged an impressive recovery, leaving those who panic sold on the sidelines.
Take advantage of the rebound by checking out our Top 5 Growth Stocks for this month. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025).
Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Kadant (+351% five-year return). Find your next big winner with StockStory today for free. Find your next big winner with StockStory today. Find your next big winner with StockStory today
StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here.
