Best Financial Services Stocks in Australia for 2026
Banks, insurers, asset managers, and capital-markets firms, where book value and capital ratios carry more weight than a standard P/E screen.
Financial Services covers banks, insurers, asset managers, and capital markets firms. Standard valuation ratios (P/E, P/S) compress at the top end and book value matters more than for industrials, which is why the Valuation pillar weights P/B and P/Tangible Book heavily. Health pillar (capital ratios, NPL trends) is the safety floor.
Australia listings on the ASX have a deep materials and financials tilt with a long-running dividend culture, so the dividend-yield preset and Health pillar tend to be where ASX stocks differentiate against global peers.
Data as of (updated daily)
Top 20 Financial Services in Australia by composite score
| # | Ticker | Name | Composite |
|---|---|---|---|
| 1 | CDO.AU | Cadence Opportunities Fund Ltd | 75.6 |
| 2 | CDM.AU | Cadence Capital Ltd | 75.1 |
| 3 | ACQ.AU | Acorn Capital Investment Fund Ltd | 74.7 |
| 4 | GQG.AU | GQG Partners Inc | 70.0 |
| 5 | PE1.AU | Pengana Private Equity Trust | 69.6 |
| 6 | OBL.AU | Omni Bridgeway Ltd | 69.4 |
| 7 | KAT.AU | Katana Capital Ltd | 67.8 |
| 8 | TOP.AU | Thorney Opportunities Ltd | 67.5 |
| 9 | BEL.AU | Bentley Capital Ltd | 66.9 |
| 10 | MOT.AU | Metrics Income Opportunities Trust | 65.8 |
| 11 | RG1.AU | Regal Partners Global Investments Limited | 65.7 |
| 12 | TGF.AU | Tribeca Global Natural Resources Ltd | 65.6 |
| 13 | NAC.AU | Naos Ex-50 Opportunities Company Ltd | 64.7 |
| 14 | LRT.AU | Lowell Resources Fund | 64.7 |
| 15 | FGX.AU | Future Generation Australia Ltd | 64.7 |
| 16 | NGE.AU | NGE Capital Ltd | 64.6 |
| 17 | WAR.AU | Wam Strategic Value Ltd | 64.3 |
| 18 | MXT.AU | Metrics Master Income Trust | 64.2 |
| 19 | RPL.AU | Regal Partners Ltd | 63.5 |
| 20 | MAM.AU | Microequities Asset Management Group Ltd | 63.4 |
Drill into Financial Services stocks in Australia
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Methodology: How we score stocks. Data refreshed nightly around 03:30 ET. This page lists the top 20 by composite score within the Financial Services sector listed in Australia; use the screener for the full ranked list.