Industry
- Aerospace & Defense 12
- Analytics 10
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- Bank 16
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- Chemicals 3
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- Consumer Defensive 10
- Consumer Discretionary 18
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- Energy 12
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- Exchanges 5
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- Financial 46
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- Grocery Store 5
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- Industrial 37
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- Mining 3
- Oil & Gas 12
- Payment 5
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- Retail 16
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- Technology 39
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- Utilities 6
- Waste Management 4
Fiserv (FI) investment Quality Rating (BB)
Fiserv (FI) earns a (BB) rating. Forensic analysis of its 2025 "Argentina Reset," the 23% Clover growth, and why its $5.6B buyback program cannot hide a failing ROIC.
Wells Fargo & Company (WFC) investment Quality Rating (BBB)
Old York Financial issues a (BBB) Quality Rating for Wells Fargo (WFC). A diagnostic of the 15% ROTCE, $20.2B Owner Earnings, and the post-asset cap expansion. The Recovery Machine analysis.
The Morgan Stanley Group Inc. (MS) investment Quality Rating (AA)
Old York Financial assigns a (AA) Quality Rating to Morgan Stanley (MS). A forensic diagnostic of 21.6% ROTCE, 68% efficiency, and the $11B Owner Earnings flywheel. The benchmark for the Integrated Firm.
The Goldman Sachs Group, Inc. (GS) investment Quality Rating (A)
Old York Financial issues a (A) Quality Rating for Goldman Sachs (GS). A forensic diagnostic of 15% ROE, 60% efficiency, and the $12.8B Owner Earnings velocity. Read the Private Principal Research Report.
JPMorgan Chase & Co. (JPM) investment Quality Rating (AA)
Old York Financial issues a (AA) Quality Rating for JPMorgan (JPM). A forensic diagnostic of 31.1% profit margins, 20% ROTCE, and the $17B tech moat. Read the Private Principal Research Report.