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 | PE1.AU | Pengana Private Equity Trust | 75.0 |
| 2 | RPL.AU | Regal Partners Ltd | 71.8 |
| 3 | CDO.AU | Cadence Opportunities Fund Ltd | 69.5 |
| 4 | GQG.AU | GQG Partners Inc | 69.3 |
| 5 | MOT.AU | Metrics Income Opportunities Trust | 68.1 |
| 6 | CDM.AU | Cadence Capital Ltd | 67.5 |
| 7 | LSF.AU | L1 Long Short Fund Ltd | 67.1 |
| 8 | MXT.AU | Metrics Master Income Trust | 66.1 |
| 9 | BEL.AU | Bentley Capital Ltd | 65.2 |
| 10 | WLE.AU | Wam Leaders Ltd | 64.8 |
| 11 | CAM.AU | Clime Capital Ltd | 64.3 |
| 12 | KAT.AU | Katana Capital Ltd | 63.8 |
| 13 | ACQ.AU | Acorn Capital Investment Fund Ltd | 63.2 |
| 14 | LCE.AU | London City Equities Ltd | 63.1 |
| 15 | TGF.AU | Tribeca Global Natural Resources Ltd | 63.1 |
| 16 | RMC.AU | Resimac Group Ltd | 63.1 |
| 17 | GVF.AU | Staude Capital Global Value Fund Ltd | 62.2 |
| 18 | RG1.AU | Regal Partners Global Investments Limited | 61.5 |
| 19 | LFG.AU | Liberty Financial Group | 61.4 |
| 20 | OBL.AU | Omni Bridgeway Ltd | 61.0 |
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.