Price
$87.45+11.87%1Y
1M+10.34%1Y+11.87%
Prices are end-of-day closes. This is a research view, the focus is on the fundamentals, quality and valuation below, not intraday price.
Smart Score
Average5/10
Value71
Quality34
Momentum53
Growth32
P/E (TTM)11.9
Market Cap$251.55B
1Y Return+11.87%
5Y Return+108.66%
Business Segments
Revenue split by product segment, from SEC XBRL filings.
Latest period: Q1 2026Total $6.14B (+1.37%)
●Investment Advisory Management And Administrative Service grew +11.36% YoY●Investment Advice +2.71% YoY
SegmentLatestQoQYoY
- Investment Advisory Management And Administrative Service$2.82B+6.17%+11.36%
- Credit Card Merchant Discount$894.0M-+4.68%
- Investment Advice$796.0M-5.24%+2.71%
- Deposit Account$720.0M+3.15%+10.60%
- Commissions And Brokerage Service Fees$667.0M+2.46%+4.55%
- Trailing Commission$244.0M+1.67%+4.72%
- Card Interchange And Network Revenues---