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 | 54% | +5.7% | 5294 |
| 164 | 54% | +3.7% | 4781 | |
| 161 | 55% | +5.7% | 4989 | |
|
UBS
UBS
|
158 | 57% | +7.0% | 4468 |
|
JEF
Jefferies
|
146 | 56% | +7.0% | 4911 |
|
Citi
Citi
|
136 | 56% | +4.4% | 4389 |
| 134 | 57% | +6.6% | 4374 | |
|
BARC
Barclays
|
113 | 56% | +2.3% | 4668 |
|
RBC
RBC Capital
|
98 | 58% | +5.1% | 4403 |
| 93 | 60% | +6.9% | 2366 | |
|
TD
TD Cowen
|
80 | 60% | +8.8% | 3303 |
| 69 | 60% | +9.3% | 2175 | |
|
WF
Wells Fargo
|
68 | 59% | +4.9% | 3484 |
|
BERN
Bernstein
|
67 | 59% | +5.0% | 2084 |
|
KEPL
Kepler Capital
|
57 | 50% | +0.4% | 1947 |
|
BMO
BMO Capital
|
53 | 58% | +5.1% | 2116 |
|
STIF
Stifel Nicolaus
|
51 | 55% | +11.0% | 1878 |
| 50 | 46% | +2.7% | 1658 | |
|
EVR
Evercore ISI
|
48 | 58% | +9.0% | 1739 |
| 44 | 58% | +10.5% | 842 | |
|
BAIRD
Robert W. Baird
|
44 | 59% | +8.2% | 1362 |
|
BER
Berenberg Bank
|
42 | 54% | +2.8% | 975 |
|
PIPR
Piper Sandler
|
41 | 62% | +6.4% | 2163 |
|
TRU
Truist Financial
|
41 | 59% | +5.3% | 2333 |
|
HSBC
HSBC
|
40 | 51% | +5.0% | 654 |