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Natural-language screening guide

How to screen for Financial services stocks

Does the financial-services list mix credit risk with payment-network economics? Inspect the real product screen and a source-backed three-period company comparison.

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TL;DR

Compare banks and payment networks on their own economics. JPMorgan's FY2025 revenue rose to $182.447 billion, but net income fell to $57.048 billion as credit loss provisions reached $14.212 billion. Visa's FY2025 operating margin was 59.98%. A financial services tag does not normalize these businesses, and revenue growth alone misses JPMorgan's profit decline. Check credit exposure, reporting periods and the source behind each measure.

See the screen in NexusTrade

NexusTrade Financial services stocks screen with the industry filter and Market Cap descending selected
Actual NexusTrade screen captured October 10, 2026. Values shown belong to the captured product snapshot.

The captured product view uses industry=financialServices, Market Cap and Descending. On October 10, 2026 it displayed 100 matches. That is the number shown by this view, not a claim that it covers every listed company.

The image records the interface and company matches at capture time. Prices and ratios are stored observations; the capture date is not their market date. Open the current company profile and check its observation dates before using those figures.

Does the financial-services list mix credit risk with payment-network economics?

JPMorgan is a banking group; Visa is a payment network. Their reported net revenues have different economics, and a common label does not normalize credit exposure.

Test the exposure with reported financials

Scale: 0 to 182.45B USD · zero baseline

Revenue

  • JPM · 2023-12-31$158.104B
  • JPM · 2024-12-31$177.556B
  • JPM · 2025-12-31$182.447B
  • V · 2023-09-30$32.653B
  • V · 2024-09-30$35.926B
  • V · 2025-09-30$40.000B

Scale: 0 to 58.47B USD · zero baseline

Net income

  • JPM · 2023-12-31$49.552B
  • JPM · 2024-12-31$58.471B
  • JPM · 2025-12-31$57.048B
  • V · 2023-09-30$17.273B
  • V · 2024-09-30$19.743B
  • V · 2025-09-30$20.058B

Scale: 0 to 21.58B USD · zero baseline

Source FCF

  • V · 2023-09-30$19.696B
  • V · 2024-09-30$18.693B
  • V · 2025-09-30$21.577B

Not plotted because no numeric value was recorded: JPM · 2023-12-31, JPM · 2024-12-31, JPM · 2025-12-31.

Operating margin = operating income ÷ revenue. Not returned means missing, never zero. Source FCF definitions require the reconciliation below.

Show the table · 6 rows, 5 columns

Scroll sideways to compare all columns. Select a heading to sort.

JPM · 2023-12-31$158.104BNot returned / Not returned$49.552BNot returned
JPM · 2024-12-31$177.556BNot returned / Not returned$58.471BNot returned
JPM · 2025-12-31$182.447BNot returned / Not returned$57.048BNot returned
V · 2023-09-30$32.653B$21.000B / 64.31%$17.273B$19.696B
V · 2024-09-30$35.926B$23.595B / 65.68%$19.743B$18.693B
V · 2025-09-30$40.000B$23.994B / 59.98%$20.058B$21.577B

Operating margin = operating income ÷ revenue. Not returned means missing, never zero. Source FCF definitions require the reconciliation below.

Read-only NexusTrade sec_edgar fundamentals retrieved October 12, 2026 and checked against the original annual statements. Amounts below are USD billions; the retained raw response uses USD. These are historical fiscal periods, not a live quote or a forecast.

Apply the condition and explain the result

JPM credit-loss provisions

Scale: 0 to 14.212 USD billions · zero baseline

FY2023

  • JPM+9.32USD billions

FY2024

  • JPM+10.68USD billions

FY2025

  • JPM+14.21USD billions

Reported provisions for FY2023, FY2024 and FY2025. This is a bank credit-cost series, not a comparison with Visa's operating margin.

  1. Reported inputs

    JPM FY2024 → FY2025 total net revenue increased $177.556B → $182.447B, while net income fell $58.471B → $57.048B. FY2024 revenue included a $7.9B net Visa-share gain.

  2. Calculated comparison

    JPM credit-loss provisions rose $9.320B → $10.678B → $14.212B over FY2023 → FY2025. Visa's FY2025 net revenue was $40.000B and operating income $23.994B.

  3. Selection boundary

    A revenue-growth filter alone would miss JPM's profit decline. Compare the bank's credit-loss provision and capital position separately from the payment network's margins.

What the industry tag cannot establish

JPM operating income is not returned in this source packet. Do not invent a bank operating margin. The capture's WMT row reflects broad classification, not identical financial reporting.

Reproduce this screen and comparison

Open the actual filter, check its current result dates, then reproduce the financial calculation. An industry-only URL does not silently implement an extra profitability or cash-flow rule. Record any added condition explicitly.

Check fiscal periods and public availability

Inspect every input period, publication date and source

Select FY rows by periodEnd instead of assuming the array is latest first. Source statements may present comparative years in one filing. Their later publication does not prove those exact restated values were available at the earlier historical date.

Scroll sideways to compare all columns. Select a heading to sort.

JPM20232023-12-312024-02-16Annual FY, USD
JPM20242024-12-312025-02-14Annual FY, USD
JPM20252025-12-312026-02-13Annual FY, USD
V20232023-09-302023-11-15Annual FY, USD
V20242024-09-302024-11-13Annual FY, USD
V20252025-09-302025-11-06Annual FY, USD

Inspect the business exposure

Inspect the captured screen selection and company links
  1. Investigate the business exposure

    JPMorgan, Walmart and Visa appeared at the top of the screen. A bank, a diversified retailer and a payments business need different research questions. Verify why each matches and isolate the financial-services business before comparing the group.

Make the selection explicit

Inspect the captured screen selection and company links

Check the filter Aurora resolves from your request. Confirm the resolved classification before treating a result as a match. Asking for profitable companies adds a financial condition; this industry-only screen does not silently claim to implement that condition.

Scroll sideways to compare all columns. Select a heading to sort.

Financial services stocksindustry=financialServicesPublished revenue/product classification
Publicly listed universeSupported company classification catalogCheck listing status on the company profile
Review company fundamentalsCompany profile and dated daily snapshotA stored snapshot is not a live quote

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