Financial providers use their expertise in capital allocation and risk assessment to help facilitate economic growth while offering consumers and businesses essential financial services. Still, investors are uneasy as companies face challenges from an unpredictable interest rate and inflation environment. These doubts have certainly contributed to the industry’s recent underperformance — over the past six months, its 5.2% gain has fallen behind the S&P 500’s 13.5% rise.

Only some companies are subject to these dynamics, however, and a handful of high-quality businesses can deliver earnings growth in any environment. With that said, here are three resilient financials stocks at the top of our wish list.

Visa (V)

Market Cap: $714.5 billion

Processing over 829 million transactions daily and connecting billions of cards to 150 million merchant locations worldwide, Visa (NYSE: V) operates one of the world's largest electronic payments networks, facilitating secure money movement across more than 200 countries through its VisaNet processing platform.

Why Do We Love V?

1. Annual revenue growth of 14.5% over the last five years beat the sector average and underscores the unique value of its offerings
2. Share buybacks propelled its annual earnings per share growth to 18.8%, which outperformed its revenue gains over the last five years
3. Stellar return on equity showcases management’s ability to surface highly profitable business ventures

Visa’s stock price of $389.25 implies a valuation ratio of 26.7x forward P/E. Is now a good time to buy? See for yourself in our in-depth research report, it’s free.

Morningstar (MORN)

Market Cap: $7.66 billion

Founded in 1984 by Joe Mansueto with just $80,000 in personal savings, Morningstar (NASDAQ: MORN) provides independent investment data, research, and analysis tools that help investors, advisors, and institutions make informed financial decisions.

What Makes MORN Stand Out?

1. 10.7% annual revenue growth over the last five years was better than the sector average, highlighting the value of its products and services
2. Share repurchases over the last two years enabled its annual earnings per share growth of 35.8% to outpace its revenue gains
3. Industry-leading 18.7% return on equity demonstrates management’s skill in finding high-return investments

At $200.75 per share, Morningstar trades at 15.8x forward P/E. Is now the right time to buy? Find out in our full research report, it’s free.

BGC (BGC)

Market Cap: $5.52 billion

Tracing its roots back to 1945 and named after founder Bernard Gerald Cantor, BGC Group (NASDAQ: BGC) operates a global brokerage and financial technology platform that facilitates trading across fixed income, foreign exchange, equities, energy, and commodities markets.

Why Will BGC Outperform?

1. Annual revenue growth of 24.3% over the past two years was outstanding, reflecting market share gains this cycle
2. Earnings per share have massively outperformed its peers over the last two years, increasing by 24.3% annually
3. Adequate return on equity shows management makes decent investment decisions

BGC is trading at $11.61 per share, or 7.8x forward P/E. Is now a good time to buy? See for yourself in our comprehensive research report, it’s free.

Stocks We Like Even More

WHILE YOU’RE HERE: Top 9 Market-Beating Stocks. The best stocks don’t just beat the market once. They do it again. And again. Robust revenue growth, rising free cash flow, returns on capital that leave their competition in the dust. The market has already rewarded these businesses.

But our AI platform says the party isn’t over. Find out which 9 stocks made the cut this week — FREE. Get Our Top 9 Market-Beating Stocks for Free HERE.

Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,460% between June 2020 and June 2025) as well as under-the-radar businesses like the once-small-cap company Exlservice (+271% between June 2020 and June 2025). Find your next big winner with StockStory today.