Industry
- Aerospace & Defense 12
- Analytics 10
- Apparel 6
- Bank 16
- Beverages / Food 4
- Car Manufacturing 7
- Chemicals 3
- Communication Services 3
- Consulting 3
- Consumer Defensive 10
- Consumer Discretionary 18
- Credit Services 10
- Cybersecurity 3
- Data 6
- Energy 12
- Entertainment 4
- Exchanges 5
- Farm & Heavy Construction Machinery 2
- Financial 46
- Food Processing 1
- Grocery Store 5
- Hardware 18
- Healthcare 6
- Holding Company 5
- Home Improvement 2
- Industrial 37
- Information Technology 16
- Insurance 15
- Investment Banking 5
- Logistics 9
- Luxury 6
- Market Infrastructure 9
- Materials 6
- Mining 3
- Oil & Gas 12
- Payment 5
- Personal Care & Beauty 1
- Pharmaceuticals 4
- Railroad 5
- Ratings 6
- Real Estate 5
- Restaurants 4
- Retail 16
- Semi-Conductors 17
- Software 17
- Technology 39
- Telecommunications 11
- Trade Distributors 4
- Utilities 6
- Waste Management 4
Great-West Lifeco (GWO) investment Quality Rating (A)
Great-West Lifeco (GWO) earns an (A) rating. Forensic analysis of its 18.2% Base ROE, the Empower 401(k) moat, and why $1.6B in share buybacks meet the Registry's "Cannibal" standards.
Sun Life Financial (SLF) investment Quality Rating (AA)
Sun Life (SLF) earns a (AA) rating. Analysis of its 18.2% Underlying ROE, its $1.6 Trillion AUM, and why its 25 million share buyback program meets the yardstick.
Brookfield Corporation (BN) investment Quality Rating (A)
Old York Financial issues a (A) Operational Quality Rating for Brookfield Corporation (BN). Forensic analysis of $16.11B Owner Earnings, $112B in 2025 fundraising, and the record $188B in deployable capital. View the 2025 alternative sovereign registry.
Royal Bank of Canada (RY) investment Quality Rating (AA)
Old York Financial assigns RBC (RY) an (AA) Operational Quality Rating for 2025. Review our principal-led forensic diagnostic on RBC’s $20.9B adjusted income and HSBC Canada integration.
TD Bank Group (TD) investment Quality Rating (BBB)
Old York Financial assigns TD Bank (TD) a (BBB) Operational Quality Rating for fiscal year 2025. Review our forensic diagnostic on TD’s $15B adjusted net income, 14.7% CET1, and U.S. asset cap impact.
Bank of Montreal (BMO) investment Quality Rating (A)
Old York Financial assigns Bank of Montreal (BMO) an (A) Operational Quality Rating for 2026. Review our forensic diagnostic on BMO's 13.1% ROE, U.S. banking momentum, and record revenue growth.
National Bank of Canada (NA) investment Quality Rating (A)
Old York Financial assigns National Bank of Canada (NA) an (A) Operational Quality Rating for 2026. Review our diagnostic on the CWB acquisition, 16.6% adjusted ROE, and specialized finance growth.
Canadian Imperial Bank of Commerce (CM) investment Quality Rating (A)
Old York Financial assigns CIBC (CM) an (A) Operational Quality Rating for 2026. Review our principal-led forensic diagnostic on CIBC’s 20.2% RoE, AI efficiency gains, and U.S. wealth expansion.
The Bank of Nova Scotia (BNS) investment Quality Rating (BBB)
Old York Financial assigns Scotiabank (BNS) a (BBB) Rating. Analysis of Scotiabank’s strategic exit from Colombia, its $2.8B LatAm earnings, and North American growth.
HSBC Holdings plc (HSBC) investment Quality Rating (A)
Old York Financial assigns HSBC an (A) Operational Quality Rating for 2025. Review our principal-led forensic diagnostic on HSBC's 17.2% RoTE, Asian wealth dominance, and organizational simplification.
Citigroup Inc. (C) investment Quality Rating (BB)
Old York Financial assigns Citigroup (C) a (BB) Operational Quality Rating for 2025. Explore our principal-led forensic diagnostic on Citi’s transformation, efficiency ratio, and "Repair Shop" status.
Bank of America Corporation (BAC) investment Quality Rating (A)
Old York Financial issues a (A) Quality Rating for Bank of America (BAC). A diagnostic of 15.4% ROTCE, $31.9B Owner Earnings, and the "Erica" AI efficiency flywheel. The Consumer Titan analysis.
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.