2 Financials Stocks with Exciting Potential and 1 We Find Risky

Barchart·03/23/2026 04:08:14

Financial providers use their expertise in capital allocation and risk assessment to help facilitate economic growth while offering consumers and businesses essential financial services. But uncertainty about fiscal and monetary policy has tempered enthusiasm, and over the past six months, the industry has pulled back by 12.1%. This performance was particularly discouraging since the S&P 500 stood firm.

The elite companies can churn out earnings growth under any circumstance, however, and our mission at StockStory is to help you find them. With that said, here are two resilient financials stocks at the top of our wish list and one that may face trouble.

One Financials Stock to Sell:

Voya Financial (VOYA)

Market Cap: $6.23 billion

Originally spun off from Dutch financial giant ING in 2013 and rebranded with a name suggesting "voyage," Voya Financial (NYSE:VOYA) provides workplace benefits and savings solutions to U.S. employers, helping their employees achieve better financial outcomes through retirement plans and insurance products.

Why Are We Wary of VOYA?

1. Muted 6.5% annual revenue growth over the last two years shows its demand lagged behind its financials peers
2. Annual earnings per share growth of 5.4% underperformed its revenue over the last two years, showing its incremental sales were less profitable
3. Products and services are facing significant credit quality challenges during this cycle as tangible book value per share has declined by 15.6% annually over the last five years

At $67.19 per share, Voya Financial trades at 6.9x forward P/E. If you’re considering VOYA for your portfolio, see our FREE research report to learn more.

Two Financials Stocks to Watch:

Donnelley Financial Solutions (DFIN)

Market Cap: $1.19 billion

Born from the need to navigate increasingly complex financial regulations in the digital age, Donnelley Financial Solutions (NYSE:DFIN) provides software and technology-enabled services that help companies comply with SEC regulations and manage financial transactions and reporting requirements.

Why Are We Fans of DFIN?

1. Earnings per share grew by 15.7% annually over the last five years and topped the peer group average
2. ROE punches in at 25.8%, illustrating management’s expertise in identifying profitable investments

Donnelley Financial Solutions is trading at $46.50 per share, or 10x forward P/E. Is now the time to initiate a position? Find out in our full research report, it’s free.

Blackstone (BX)

Market Cap: $86.49 billion

With over $1 trillion in assets under management and investments spanning real estate, private equity, credit, and hedge funds, Blackstone (NYSE:BX) is a global alternative asset manager that invests capital on behalf of pension funds, sovereign wealth funds, and other institutional investors.

Why Is BX a Good Business?

1. Market share has increased this cycle as its 16.4% annual revenue growth over the last two years was exceptional
2. Performance over the past two years shows its incremental sales were more profitable, as its annual earnings per share growth of 18.7% outpaced its revenue gains

Blackstone’s stock price of $111.86 implies a valuation ratio of 17.8x forward P/E. Is now a good time to buy? See for yourself in our full research report, it’s free.

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