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 |
|---|---|---|---|---|
|
JPM
J.P. Morgan
|
173 | 55% | +5.8% | 5188 |
| 164 | 54% | +3.7% | 4727 | |
| 161 | 55% | +5.7% | 4925 | |
|
UBS
UBS
|
158 | 57% | +7.1% | 4414 |
|
JEF
Jefferies
|
146 | 56% | +7.0% | 4897 |
|
Citi
Citi
|
136 | 55% | +4.4% | 4352 |
| 134 | 57% | +6.7% | 4342 | |
|
BARC
Barclays
|
113 | 56% | +2.3% | 4627 |
|
RBC
RBC Capital
|
98 | 58% | +5.2% | 4337 |
| 93 | 60% | +6.9% | 2349 | |
|
TD
TD Cowen
|
80 | 60% | +8.8% | 3253 |
| 69 | 60% | +9.3% | 2174 | |
|
WF
Wells Fargo
|
68 | 59% | +4.9% | 3432 |
|
BERN
Bernstein
|
67 | 58% | +5.0% | 2080 |
|
KEPL
Kepler Capital
|
57 | 50% | +0.4% | 1947 |
|
BMO
BMO Capital
|
53 | 58% | +5.1% | 2086 |
|
STIF
Stifel Nicolaus
|
51 | 55% | +11.0% | 1850 |
| 50 | 46% | +2.8% | 1641 | |
|
EVR
Evercore ISI
|
48 | 59% | +9.2% | 1706 |
| 44 | 57% | +10.6% | 840 | |
|
BAIRD
Robert W. Baird
|
44 | 59% | +8.3% | 1340 |
|
BER
Berenberg Bank
|
42 | 54% | +2.8% | 974 |
|
PIPR
Piper Sandler
|
41 | 62% | +6.4% | 2144 |
|
TRU
Truist Financial
|
41 | 61% | +5.6% | 2285 |
|
HSBC
HSBC
|
40 | 51% | +5.0% | 654 |