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 | 49% | +4.6% | 6687 |
| 164 | 51% | +5.2% | 6657 | |
| 160 | 50% | +4.4% | 5947 | |
|
UBS
UBS
|
159 | 51% | +3.6% | 5742 |
|
JEF
Jefferies
|
147 | 51% | +5.8% | 6022 |
| 135 | 52% | +5.0% | 5469 | |
|
Citi
Citi
|
133 | 51% | +3.2% | 5424 |
|
BARC
Barclays
|
113 | 51% | +1.6% | 6131 |
|
RBC
RBC Capital
|
96 | 54% | +4.9% | 5683 |
| 93 | 53% | +5.0% | 2812 | |
|
TD
TD Cowen
|
79 | 53% | +6.0% | 4222 |
| 70 | 56% | +7.4% | 2419 | |
|
WF
Wells Fargo
|
70 | 51% | +3.3% | 4594 |
|
BERN
Bernstein
|
67 | 51% | +3.9% | 2770 |
|
KEPL
Kepler Capital
|
58 | 48% | -1.1% | 2001 |
|
BMO
BMO Capital
|
56 | 50% | +4.3% | 2717 |
|
STIF
Stifel Nicolaus
|
51 | 50% | +12.6% | 2532 |
| 50 | 50% | +4.3% | 2234 | |
|
EVR
Evercore ISI
|
48 | 54% | +7.4% | 2185 |
|
BAIRD
Robert W. Baird
|
45 | 48% | +5.6% | 1661 |
| 43 | 56% | +8.8% | 847 | |
|
BER
Berenberg Bank
|
42 | 50% | +2.1% | 1181 |
|
PIPR
Piper Sandler
|
42 | 56% | +5.3% | 2733 |
|
HSBC
HSBC
|
40 | 51% | +4.2% | 681 |
|
OPCO
Oppenheimer
|
40 | 49% | +3.3% | 1847 |