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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.
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.
Manulife Financial (MFC.TO) investment Quality Rating (A)
Is Manulife a Sovereign-grade machine? Access Old York’s Forensic (A) rating of (MFC.TO). We audit Manulife’s $9.5B Owner Earnings, Asian growth velocity, and the efficiency of its $1.1 Trillion Global WAM engine. See why this "Pacific Powerhouse" is a High-Grade Operator for the private principal.
Fairfax Financial (FFH.TO) investment Quality Rating (AA)
Fairfax Financial receives an Old York Operational Quality (AA) Rating for FY2025. A forensic audit of Watsa’s investment engine, record float growth, and capital allocation strength.
Markel Group (MKL) investment Quality Rating (AA)
Markel Group receives an Old York Operational Quality AA Rating for FY2025. A clinical audit of MKL’s three-engine model, Owner Earnings velocity, and insurance float efficiency.
MSCI Inc. (MSCI) investment Quality Rating (AAA)
MSCI Inc. (MSCI) 2025 Analysis: Why the global index leader earns an Old York (AAA) Rating. Clinical analysis of $1.32B in Owner Earnings, 54.7% operating margins, and the power of its 93.4% retention rate.
Berkshire Hathaway (BRK-A) investment Quality Rating (AA)
Berkshire Hathaway (BRK-A) 2025 Analysis: Why the Buffett-led fortress earns an Old York (AA) Rating. Analysis of $45.2B in Owner Earnings, the $174B Insurance Float, and the impact of its $358B Cash Mountain.
CME Group (CME) investment Quality Rating (AAA)
CME Group (CME) 2025 Quality Analysis: Why the derivatives giant earns an Old York AAA Rating. Clinical analysis of $4.16B in Owner Earnings, 69% operating margins, and a net-cash fortress balance sheet.
TMX Group Ltd. (X.TO) investment Quality Rating (A)
TMX Group (X.TO) 2025 Audit: Why Canada’s exchange monopoly earns an Old York (A) Rating. Detailed analysis of record $1.7B revenue, 31% derivatives growth, and why 1.7x leverage makes it a premier 'Fortress' asset.
Nasdaq, Inc. (NDAQ) investment Quality Rating (A)
Nasdaq 2025 Operational Quality Analysis: Why NDAQ earns an Old York A Rating. Analysis of $3.1B in Recurring Revenue (ARR), the Verafin growth engine, and why 6.8% ROIC keeps it out of the Sovereign AAA class
Intercontinental Exchange Inc. (ICE) investment Quality Rating (A)
ICE 2025 Operational Quality Audit: Why Intercontinental Exchange earns an Old York (A) Rating. A deep dive into 75% exchange margins, the Black Knight integration, and why $19B in debt separates ICE from the (AAA) 'Sovereign' class.