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
|
174 | 51% | +2.8% | 8084 |
| 166 | 53% | +4.0% | 8144 | |
| 161 | 52% | +1.3% | 7427 | |
|
UBS
UBS
|
157 | 52% | +2.7% | 7101 |
|
JEF
Jefferies
|
147 | 51% | +4.3% | 6984 |
|
Citi
Citi
|
133 | 52% | +2.5% | 6713 |
| 133 | 53% | +4.0% | 6503 | |
|
BARC
Barclays
|
113 | 53% | +1.6% | 7831 |
|
RBC
RBC Capital
|
96 | 54% | +3.6% | 7439 |
| 93 | 54% | +5.0% | 3158 | |
|
TD
TD Cowen
|
80 | 55% | +4.9% | 4990 |
|
WF
Wells Fargo
|
71 | 54% | +3.2% | 5846 |
| 70 | 55% | +6.1% | 2710 | |
|
BERN
Bernstein
|
66 | 53% | +2.6% | 3480 |
|
KEPL
Kepler Capital
|
58 | 48% | -0.4% | 2070 |
|
BMO
BMO Capital
|
56 | 54% | +4.7% | 3333 |
|
STIF
Stifel Nicolaus
|
52 | 50% | +11.1% | 3120 |
| 50 | 46% | +0.7% | 2600 | |
|
EVR
Evercore ISI
|
48 | 56% | +6.6% | 2635 |
|
BAIRD
Robert W. Baird
|
45 | 53% | +5.0% | 1957 |
| 44 | 57% | +8.8% | 876 | |
|
BER
Berenberg Bank
|
42 | 52% | +2.9% | 1351 |
|
OPCO
Oppenheimer
|
41 | 50% | +2.1% | 2104 |
|
HSBC
HSBC
|
40 | 50% | +2.1% | 746 |
|
PIPR
Piper Sandler
|
40 | 56% | +4.3% | 3382 |