Which banks and research shops actually make money for investors? Each firm below is scored on the pooled track record of all its analysts — success rate and average return, measured by 13Foresight against historical prices.
| Firm | Analysts | Avg Success | Avg Return | Total Calls |
|---|---|---|---|---|
|
JPM
J.P. Morgan
|
171 | 54% | +7.6% | 2518 |
| 159 | 54% | +5.2% | 3065 | |
| 158 | 57% | +7.3% | 2597 | |
|
UBS
UBS
|
152 | 54% | +5.3% | 2379 |
|
JEF
Jefferies
|
141 | 57% | +13.4% | 2478 |
|
Citi
Citi
|
136 | 52% | -0.7% | 2317 |
| 129 | 58% | +11.1% | 2196 | |
|
BARC
Barclays
|
110 | 58% | +5.5% | 2361 |
|
RBC
RBC Capital
|
98 | 59% | +10.2% | 1824 |
| 89 | 64% | +9.3% | 1174 | |
|
TD
TD Cowen
|
80 | 62% | +8.7% | 2032 |
| 69 | 52% | +5.8% | 1724 | |
|
WF
Wells Fargo
|
68 | 59% | +5.2% | 2581 |
|
BERN
Bernstein
|
64 | 58% | +15.3% | 887 |
|
BMO
BMO Capital
|
53 | 55% | +13.6% | 1038 |
|
STIF
Stifel Nicolaus
|
51 | 57% | +12.1% | 1121 |
| 50 | 50% | +2.9% | 797 | |
|
KEPL
Kepler Capital
|
49 | 48% | +8.7% | 145 |
|
EVR
Evercore ISI
|
48 | 59% | +12.8% | 1384 |
|
BAIRD
Robert W. Baird
|
44 | 57% | +7.4% | 1110 |
| 42 | 57% | +13.5% | 434 | |
|
PIPR
Piper Sandler
|
41 | 61% | +14.5% | 1588 |
|
TRU
Truist Financial
|
41 | 61% | +6.1% | 1657 |
|
OPCO
Oppenheimer
|
40 | 56% | +6.3% | 1337 |
|
BER
Berenberg Bank
|
39 | 57% | +8.2% | 181 |