Which banks and research shops actually make money for investors? Each firm below is scored on the pooled track record of all its analysts — success rate and average return, measured by 13Foresight against historical prices.
| Firm | Analysts | Avg Success | Avg Return | Total Calls |
|---|---|---|---|---|
| 159 | 52% | +3.7% | 2618 | |
|
JPM
J.P. Morgan
|
157 | 51% | +4.7% | 2197 |
| 149 | 54% | +6.7% | 2186 | |
|
UBS
UBS
|
142 | 53% | +4.1% | 2042 |
|
JEF
Jefferies
|
129 | 53% | +11.4% | 2256 |
|
Citi
Citi
|
124 | 49% | +3.5% | 1979 |
| 123 | 55% | +26.4% | 1909 | |
|
BARC
Barclays
|
101 | 56% | +4.0% | 1882 |
|
RBC
RBC Capital
|
93 | 54% | +9.0% | 1484 |
| 83 | 59% | +6.1% | 1103 | |
|
TD
TD Cowen
|
80 | 56% | +7.2% | 1771 |
| 69 | 47% | +3.9% | 1602 | |
|
WF
Wells Fargo
|
69 | 53% | +3.9% | 2055 |
|
BERN
Bernstein
|
63 | 56% | +14.7% | 670 |
|
BMO
BMO Capital
|
52 | 52% | +14.4% | 859 |
|
EVR
Evercore ISI
|
48 | 54% | +10.8% | 1245 |
|
STIF
Stifel Nicolaus
|
48 | 49% | +7.0% | 978 |
|
BAIRD
Robert W. Baird
|
44 | 49% | +4.2% | 1046 |
| 43 | 54% | +3.8% | 702 | |
| 41 | 58% | +15.1% | 426 | |
|
OPCO
Oppenheimer
|
41 | 49% | +2.5% | 1285 |
|
PIPR
Piper Sandler
|
41 | 51% | +4.1% | 1374 |
|
TRU
Truist Financial
|
41 | 52% | +3.5% | 1315 |
|
KEPL
Kepler Capital
|
39 | 54% | +10.8% | 131 |
|
HSBC
HSBC
|
38 | 51% | +7.3% | 303 |