THEME RANKINGS
Financial Rails and Payments Ranking - Theme-level quality and growth rankings refreshed by Datafin.
Official Theme RankingPublished
Financial Rails and Payments Ranking
Ranks companies inside the Financial Rails and Payments theme by quality, growth and cash-generation signals.
Theme universe
43
Visible candidates
15
Model type
Quality ranking
Generated: Sep 12, 2026, 04:31 AM
Data as of: 2026-09-11
Theme Rankings· 6 analyses
Theme-level quality and growth rankings refreshed by Datafin.
Theme Leader Matrix
Theme leaders are tracked by growth, profitability and cash generation.
Quality strength
Sales growth
Top 3:1SCHW2BGC3TW
| Stock | Sales growth | Quality strength |
|---|---|---|
| SCHW | 12.6% | 47.9% |
| BGC | 33.3% | 16.8% |
| TW | 14% | 17.6% |
| CPAY | 20.4% | 21.9% |
| ENX.PA | 13.2% | 20% |
| TRU | 12.4% | 15% |
| MCO | 11.7% | 55.1% |
| BR | 8.6% | 30.6% |
| CBOE | 11.7% | 27.5% |
| FUTU | 49.2% | 31.2% |
Datafin’s View
Payments combine high margins with network effects; the ranking favors firms turning that structural edge into consistent cash generation.
It rewards the toll-booth economics that actually reach the bank, not just the headline scale of the network.
This analysis is for informational purposes only and is not investment advice; it is a repeatable research starting point using the same rules.
Cross-Theme Valuation
The median P/E of every theme we cover; a lower bar marks a more cheaply priced theme. This analysis’ theme is highlighted.
- Strategic Minerals17.5
- Battery and Energy Storage17.6
- AI Platforms and Models19.2
- Food Security19.7
- Pharmaceutical Manufacturers19.8
- AI Software Layer21.1
- Agricultural Technology21.9
- Financial Rails and Payments22.2
- Water Scarcity and Infrastructure22.3
- Circular Economy and Waste24.6
- Digital Infrastructure25.2
- Clean Energy Equipment27.2
- Digital Commerce and Marketplaces27.2
- Space and Satellite Economy27.2
- Next-Generation Healthcare29
- Copper and Power Transmission30.6
- Robotics and Automation31.2
- AI Data Center Infrastructure33.6
- Cybersecurity34
- Defense and Sovereign Technology34.7
- Nuclear Fuel and Uranium38.3
- Semiconductor Value Chain50.9
- AI Chips and Accelerators58.3
The dark bar is this page’s theme. The lighter bars are the other themes we cover.
Results
Latest published or live-generated results from the official Datafin analysis.
| # | Stock | Score | Sales Growth | EPS Growth | Return on Equity(ROE) | Return on Invested Capital(ROIC) | Free Cash Flow | PEG Ratio | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | 🇺🇸 | SCHW.US Charles Schwab Corp | 89 | 12.59% | 45.24% | 20.33% | 75.43% | $3.7B | 0.41 |
| 2 | 🇺🇸 | BGC.US BGC Group Inc. | 87 | 33.32% | 31.79% | 19.54% | 14.05% | $383.8M | 0.91 |
| 3 | 🇺🇸 | TW.US Tradeweb Markets Inc | 86 | 14.04% | 62.35% | 14.09% | 21.02% | $1.1B | 0.39 |
| 4 | 🇺🇸 | CPAY.US Corpay Inc | 84 | 20.36% | 17.04% | 30.54% | 13.19% | $1.6B | 1.44 |
| 5 | 🇫🇷 | ENX.PA Euronext N.V. | 84 | 13.22% | 21.23% | 27.46% | 12.45% | $1.2B | 0.64 |
| 6 | 🇺🇸 | TRU.US TransUnion | 84 | 12.37% | 120.27% | 18.11% | 11.85% | $787.9M | 0.15 |
| 7 | 🇺🇸 | MCO.US Moodys Corporation | 79 | 11.67% | 34.53% | 80.15% | 30.14% | $3.4B | 0.87 |
| 8 | 🇺🇸 | MA.US Mastercard Inc | 78 | - | 23.18% | 241.49% | 90.43% | $16.4B | 1.35 |
| 9 | 🇺🇸 | BR.US Broadridge Financial Solutions Inc | 77 | 8.56% | 37.05% | 40.91% | 20.2% | $1.3B | 0.47 |
| 10 | 🇺🇸 | CBOE.US Cboe Global Markets Inc | 76 | 11.68% | 50.37% | 26.3% | 28.77% | $22.2M | 0.43 |
| 11 | 🇺🇸 | V.US Visa Inc. Class A | 75 | - | 13.64% | 60.92% | 51.42% | $21B | 2.33 |
| 12 | 🇺🇸 | FUTU.US Futu Holdings Ltd | 75 | 49.24% | 41.34% | 30.82% | 31.55% | - | 0.27 |
| 13 | 🇨🇦 | X.TO TMX Group Limited | 73 | 16.64% | 44.17% | 12.61% | 24.73% | $828.7M | 0.56 |
| 14 | 🇺🇸 | WEX.US Wex Inc | 73 | 7.46% | 12.85% | 30.2% | 86.06% | $108.5M | 1.49 |
| 15 | 🇺🇸 | MORN.US Morningstar Inc | 72 | 9.33% | 17.2% | 31.96% | 19.12% | $497.5M | 1.04 |
1🇺🇸
89SCHW.US
Charles Schwab Corp
- Sales Growth
- 12.59%
- EPS Growth
- 45.24%
- Return on Equity(ROE)
- 20.33%
- Return on Invested Capital(ROIC)
- 75.43%
- Free Cash Flow
- $3.7B
- PEG Ratio
- 0.41
2🇺🇸
87BGC.US
BGC Group Inc.
- Sales Growth
- 33.32%
- EPS Growth
- 31.79%
- Return on Equity(ROE)
- 19.54%
- Return on Invested Capital(ROIC)
- 14.05%
- Free Cash Flow
- $383.8M
- PEG Ratio
- 0.91
3🇺🇸
86TW.US
Tradeweb Markets Inc
- Sales Growth
- 14.04%
- EPS Growth
- 62.35%
- Return on Equity(ROE)
- 14.09%
- Return on Invested Capital(ROIC)
- 21.02%
- Free Cash Flow
- $1.1B
- PEG Ratio
- 0.39
4🇺🇸
84CPAY.US
Corpay Inc
- Sales Growth
- 20.36%
- EPS Growth
- 17.04%
- Return on Equity(ROE)
- 30.54%
- Return on Invested Capital(ROIC)
- 13.19%
- Free Cash Flow
- $1.6B
- PEG Ratio
- 1.44
5🇫🇷
84ENX.PA
Euronext N.V.
- Sales Growth
- 13.22%
- EPS Growth
- 21.23%
- Return on Equity(ROE)
- 27.46%
- Return on Invested Capital(ROIC)
- 12.45%
- Free Cash Flow
- $1.2B
- PEG Ratio
- 0.64
6🇺🇸
84TRU.US
TransUnion
- Sales Growth
- 12.37%
- EPS Growth
- 120.27%
- Return on Equity(ROE)
- 18.11%
- Return on Invested Capital(ROIC)
- 11.85%
- Free Cash Flow
- $787.9M
- PEG Ratio
- 0.15
7🇺🇸
79MCO.US
Moodys Corporation
- Sales Growth
- 11.67%
- EPS Growth
- 34.53%
- Return on Equity(ROE)
- 80.15%
- Return on Invested Capital(ROIC)
- 30.14%
- Free Cash Flow
- $3.4B
- PEG Ratio
- 0.87
8🇺🇸
78MA.US
Mastercard Inc
- Sales Growth
- -
- EPS Growth
- 23.18%
- Return on Equity(ROE)
- 241.49%
- Return on Invested Capital(ROIC)
- 90.43%
- Free Cash Flow
- $16.4B
- PEG Ratio
- 1.35
9🇺🇸
77BR.US
Broadridge Financial Solutions Inc
- Sales Growth
- 8.56%
- EPS Growth
- 37.05%
- Return on Equity(ROE)
- 40.91%
- Return on Invested Capital(ROIC)
- 20.2%
- Free Cash Flow
- $1.3B
- PEG Ratio
- 0.47
10🇺🇸
76CBOE.US
Cboe Global Markets Inc
- Sales Growth
- 11.68%
- EPS Growth
- 50.37%
- Return on Equity(ROE)
- 26.3%
- Return on Invested Capital(ROIC)
- 28.77%
- Free Cash Flow
- $22.2M
- PEG Ratio
- 0.43
11🇺🇸
75V.US
Visa Inc. Class A
- Sales Growth
- -
- EPS Growth
- 13.64%
- Return on Equity(ROE)
- 60.92%
- Return on Invested Capital(ROIC)
- 51.42%
- Free Cash Flow
- $21B
- PEG Ratio
- 2.33
12🇺🇸
75FUTU.US
Futu Holdings Ltd
- Sales Growth
- 49.24%
- EPS Growth
- 41.34%
- Return on Equity(ROE)
- 30.82%
- Return on Invested Capital(ROIC)
- 31.55%
- Free Cash Flow
- -
- PEG Ratio
- 0.27
13🇨🇦
73X.TO
TMX Group Limited
- Sales Growth
- 16.64%
- EPS Growth
- 44.17%
- Return on Equity(ROE)
- 12.61%
- Return on Invested Capital(ROIC)
- 24.73%
- Free Cash Flow
- $828.7M
- PEG Ratio
- 0.56
14🇺🇸
73WEX.US
Wex Inc
- Sales Growth
- 7.46%
- EPS Growth
- 12.85%
- Return on Equity(ROE)
- 30.2%
- Return on Invested Capital(ROIC)
- 86.06%
- Free Cash Flow
- $108.5M
- PEG Ratio
- 1.49
15🇺🇸
72MORN.US
Morningstar Inc
- Sales Growth
- 9.33%
- EPS Growth
- 17.2%
- Return on Equity(ROE)
- 31.96%
- Return on Invested Capital(ROIC)
- 19.12%
- Free Cash Flow
- $497.5M
- PEG Ratio
- 1.04
Methodology
Sales Growth> 12% · 18 pts
EPS Growth> 8% · 14 pts
Return on Equity (ROE)> 14% · 20 pts
Return on Invested Capital (ROIC)> 10% · 16 pts
Free Cash Flow> $0 · 20 pts
PEG Ratio< 2.5 · 12 pts
Last 5 Updates
Sep 12, 2026, 04:31 AM15 companies
Entered:MORN.US
Exited:VRRM.US
Sep 1, 2026, 04:33 AM15 companies
List unchanged (refreshed).
Aug 21, 2026, 04:33 AM15 companies
Entered:VRRM.US
Exited:MTRKS.IS
Aug 10, 2026, 04:31 AM15 companies
Entered:TW.US, BGC.US, ENX.PA, TRU.US, X.TO, FUTU.US, WEX.US
Exited:VRRM.US, JKHY.US, MORN.US, SPGI.US, FDS.US, CME.US, FLYW.US
Jul 29, 2026, 04:31 AM15 companies
List unchanged (refreshed).