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
|
173 | 54% | +5.6% | 6229 |
| 164 | 54% | +3.7% | 5618 | |
| 162 | 56% | +6.1% | 6006 | |
|
UBS
UBS
|
159 | 55% | +6.2% | 5293 |
|
JEF
Jefferies
|
146 | 57% | +7.8% | 5638 |
|
Citi
Citi
|
136 | 54% | +4.6% | 5137 |
| 135 | 56% | +6.4% | 5034 | |
|
BARC
Barclays
|
113 | 55% | +2.8% | 5616 |
|
RBC
RBC Capital
|
98 | 59% | +6.3% | 5321 |
| 93 | 58% | +6.9% | 2702 | |
|
TD
TD Cowen
|
80 | 59% | +7.8% | 4021 |
| 69 | 60% | +9.8% | 2299 | |
|
WF
Wells Fargo
|
69 | 57% | +4.9% | 4126 |
|
BERN
Bernstein
|
67 | 56% | +5.3% | 2409 |
|
KEPL
Kepler Capital
|
57 | 50% | -0.1% | 1965 |
|
BMO
BMO Capital
|
54 | 57% | +6.8% | 2504 |
| 50 | 56% | +7.0% | 2072 | |
|
STIF
Stifel Nicolaus
|
50 | 55% | +14.3% | 2322 |
|
EVR
Evercore ISI
|
48 | 60% | +8.9% | 2044 |
|
BAIRD
Robert W. Baird
|
45 | 55% | +7.9% | 1581 |
| 44 | 59% | +9.9% | 849 | |
|
BER
Berenberg Bank
|
42 | 54% | +4.1% | 1105 |
|
TRU
Truist Financial
|
41 | 57% | +5.2% | 2830 |
|
HSBC
HSBC
|
40 | 51% | +4.9% | 666 |
|
OPCO
Oppenheimer
|
40 | 55% | +6.5% | 1779 |