BULLISHWHALES

Analyst Firm Leaderboard

Which Wall Street research firms employ the most accurate stock analysts? We answer it with track records, not reputation. Bullish Whales ranks 277 equity research firms by how well the analysts at each firm have actually called stocks, across 28,895 rated calls. A firm's Firm BW Score is the average BW Score of its ranked analysts, on a 0 to 100 scale where 50 means their picks matched the stock's own sector.

Sort and filter the firms by Firm BW Score, win rate versus sector, and price-target accuracy, over All-time, 3-year and 1-year windows. Every rating is scored on real prices. We enter at the close on or after the call date with no look-ahead, measure the stock against its own sector ETF, and shrink the result toward the average so a few lucky calls cannot carry a firm. Right now Citigroup tops the board across 4 ranked analysts.

277
Research Firms
347
Ranked
28
Skilled
93
Top BW Score
28,895
Scored Calls
Filters
Research Firms1–25 of 277 firms
FirmFirm BWRankedBest rankAvg Win %Avg PT Hit %Avg sector-excessScored callsTickers
CICitigroup269 analysts tracked624#12+50.4%+48.2%+3.9%709396
WFWells Fargo172 analysts tracked5711#3+48.9%+53.9%+2.3%780303
KBKeefe, Bruyette & Woods55 analysts tracked569#2+48.4%+55.1%+2.0%436138
MSMorgan Stanley291 analysts tracked495#11+48.4%+50.1%−0.4%736332
STStifel129 analysts tracked469#21+45.1%+54.1%−1.5%692303
MIMizuho66 analysts tracked443#62+41.5%+39.7%−1.9%205115
JPJ.P. Morgan294 analysts tracked446#51+44.6%+55.4%−2.1%792419
BABarclays180 analysts tracked4111#31+43.5%+52.4%−2.9%921364
BRB. Riley Securities88 analysts tracked4111#4+41.8%+42.9%−3.0%678287
NCNorthland Capital Markets23 analysts tracked366#1+37.9%+47.1%−4.5%198108
PSPiper Sandler120 analysts tracked3616#33+41.5%+47.8%−4.7%913388
GSGoldman Sachs231 analysts tracked319#45+41.4%+49.5%−6.4%639326
BABaird85 analysts tracked303#99+36.6%+41.9%−6.7%410191
RORosenblatt20 analysts tracked293#77+34.9%+53.4%−7.0%18947
CFCantor Fitzgerald78 analysts tracked2810#74+37.6%+38.2%−7.3%585213
RJRaymond James126 analysts tracked2717#49+36.9%+45.5%−7.6%1,028373
SCStephens & Co.64 analysts tracked278#54+37.2%+51.2%−7.7%485175
CJCitizens JMP55 analysts tracked2517#10+38.8%+35.9%−8.2%777214
TSTruist Securities97 analysts tracked249#25+37.7%+46.5%−8.6%623241
CHCraig-Hallum30 analysts tracked248#43+37.7%+44.7%−8.8%338181
OPOppenheimer73 analysts tracked228#91+35.0%+34.7%−9.3%538239
HCH.C. Wainwright & Co.41 analysts tracked2122#24+35.6%+19.9%−9.5%3,346494
WEWedbush42 analysts tracked195#5+37.9%+43.9%−10.3%350138
CCChardan Capital13 analysts tracked184#39+37.9%+22.9%−10.6%17952
KEKeyBanc80 analysts tracked146#55+35.6%+52.1%−12.0%450185
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All 277 research firms (A–Z)

Every firm with at least one tracked analyst. Open a firm for its full analyst roster.

86ResearchAccountability ResearchAegis CapitalAlbert Fried & Co.Alembic GlobalAletheia CapitalAlliance Global PartnersAmbit HoldingsAmerxAndrew BuscagliaArete ResearchArgus ResearchAscendiantAscendiant CapitalATB CapitalATB Cormark Capital MarketsAtlantic EquitiesAtrium ResearchAutonomous ResearchB. Riley SecuritiesBaader HelveaBairdBanco Bradesco BBI S.ABanco SantanderBank HapoalimBank of America SecuritiesBankhaus MetzlerBarclaysBarringtonBarrington ResearchBeaconBell PotterBenchmarkBerenbergBernsteinBloom BurtonBMO CapitalBNP Paribas ExaneBNP Paribas ExaneBOCOM InternationalBOCOM International Holdings CompanyBoenning & ScattergoodBradescoBradesco CorretoraBrean CapitalBrookline CapitalBrookline Capital MarketsBryan GarnierBTG PactualBTIGBuckingham ResearchBWS FinancialCanaccord GenuityCannonball ResearchCantor FitzgeraldCapital OneCapital One FinancialCBRECFRACG CapitalCGS InternationalChardan CapitalChina Galaxy InternationalChina Merchants SecuritiesChina RenaissanceCIBCCICCCitigroupCitizensCitizens JMPCJS SecuritiesCL KingClarkson Capital MarketsClarksonsClarusClear StreetCleveland ResearchCLSACMB InternationalCMB International SecuritiesColliers SecuritiesCollins StewartCompass PointConsumer Edge ResearchCormark SecuritiesCraig-HallumCredit SuisseCross ResearchD. Boral CapitalD.A. DavidsonDaiwaDaiwa CapitalDawson JamesDBSDBS BankDesjardinsDeutsche BankDNB MarketsDougherty & Co.Drexel HamiltonDZ BankDZ BANK AGEdgewater ResearchEdward JonesEF HuttonErste GroupEvercore ISIFBN SecuritiesFBR CapitalFearnley SecuritiesFearnleysFermium ResearchFirst AnalysisFirst BerlinFox AdvisorsFreedom BrokerFreedom Capital MarketsFundamental ResearchGabelli & Co.GLJ ResearchGlobal EquitiesGoldman SachsGordon HaskettGordon Haskett Capital CorporationGreenridge GlobalGriffinGuggenheimH.C. Wainwright & Co.HaywoodHilliard LyonsHovde GroupHSBCHuatai SecuritiesHuber ResearchIBIImperial CapitalInderesIntermonteInvestecItau BBAItau UnibancoJ.P. MorganJanney MontgomeryJanney Montgomery ScottJardenJefferiesJohnson RiceJones TradingJonesTradingKansas City CapitalKeefe, Bruyette & WoodsKepler Capital Kepler CheuvreuxKeyBancKGI SecuritiesLadenburg ThalmannLaidlaw & Co.Lake StreetLeede FinancialLeerink PartnersLeerink SwannLiberumLifeSci CapitalLightShed PartnersLitchfield HillsLongbow ResearchLoop CapitalLucid CapitalLUCID CAPITAL MARKETSMA Financial GroupMacquarieMaxim GroupMaybankMelius ResearchMizuhoMKM PartnersMoffettNathansonMonnessMonness, Crespi, HardtMorgan StanleyMorgansNational Alliance SecuritiesNational Bank FinancialNational Bank Of CanadaNeedhamNephronNew StreetNew Street ResearchNoble Capital MarketsNoble FinancialNomuraNomura InstinetNordea MarketsNorthcoast ResearchNorthland Capital MarketsOddo BHFOddo SecuritiesOdeon CapitalOppenheimerOrd MinnettPacific CrestParadigmParetoPareto SecuritiesPeel HuntPetra CapitalPhillip SecuritiesPI FinancialPickering Energy PartnersPiper SandlerPivotal ResearchR5 CapitalRaymond JamesRBC CapitalRedburn AtlanticRedburn PartnersResearch CapitalRF LaffertyRodman & RenshawRosenblattRosenblatt SecuritiesRoth MKMRothschild & CoSantanderScotiabankSeaport GlobalSEB EnskildaSeibert WilliamsShaw and PartnersSidoti & Co.Siebert Williams Shank & CoSingular ResearchSmall Cap Consumer ResearchSMBC NikkoSociete GeneraleSpartan Securities GroupStephens & Co.StifelSummit Insights GroupSusquehannaSVB SecuritiesTaglich BrothersTD CowenTD SecuritiesTelsey Advisory GroupTexas Capital SecuritiesThinkEquityThompson DavisTigress FinancialTruist SecuritiesTudor PickeringUBSUnivest SecuritiesUOB Kay HianUS Capital AdvisorsUS Tiger SecuritiesVeritas Investment ResearchVeritas ResearchVertical ResearchVTB CapitalWarburg ResearchWBB SecuritiesWedbushWells FargoWestlake SecuritiesWestPark CapitalWilliam BlairWilliams CapitalWilliams TradingWilsonsWolfe ResearchWunderlich SecuritiesZacks Investment ResearchZelman & AssocZero OneZuanic & AssociatesZuanic and Associates

About the analyst firm leaderboard

Bullish Whales ranks Wall Street research firms by the track record of the equity analysts associated with them. A firm's score is the average BW Score of its ranked analysts, a 0–100 measure of how well their rated stocks actually performed against their own sector. Firm scores reflect analysts currently associated with each firm, scored on their full historical calls. Choose a time window, filter by the metrics that matter, or open any firm for its full analyst roster.

What is the Firm BW Score?

Every analyst rating is scored by the realized 12-month return of the rated stock in excess of its sector ETF, entered at the closing price on or after the call date (no look-ahead), then shrunk toward the population mean and corrected for multiple testing. The Firm BW Score averages that result across a firm's ranked analysts on a 0–100 scale where 50 means the analyst matched their stocks' sector. A firm needs at least three ranked analysts to earn a firm-level rank, so a single standout analyst cannot carry an entire firm to the top.

Frequently asked questions

Which research firms have the most accurate analysts?

Bullish Whales ranks research firms by the track record of the analysts currently associated with them, scored on real price outcomes, how far each analyst's rated stocks beat their own sector over the 12 months after the call, shrunk toward the population and corrected for multiple testing. A firm's score is the average BW Score of its ranked analysts. Citigroup currently leads the firm board with a Firm BW Score of 62. The leaderboard surfaces the firms whose research desks have most consistently beaten the market.

What is the Firm BW Score?

The Firm BW Score is the average BW Score across a firm's ranked analysts, on a 0–100 scale where 50 means an analyst matched their stocks' sector. A firm needs at least three ranked analysts to earn a firm-level score, so a single standout analyst can't carry an entire firm to the top.

How are firm scores attributed?

Firm scores reflect analysts CURRENTLY associated with each firm, scored on their full historical calls. An analyst who moved firms brings their track record with them, so this answers "which firms employ analysts with strong records," which can differ from "which firm issued each historical call."

What do the time windows (All / 3Y / 1Y) mean?

Each window re-scores firms over the calls whose 12-month outcome MATURED in that period, "recent realized performance." All-time uses every matured call; 3Y and 1Y narrow to more recent realized results. Shorter windows have fewer matured calls, so they may show fewer ranked firms.

What do Win % and PT Hit % mean for a firm?

Win % is the average share of a firm's ranked analysts' calls that beat their sector; PT Hit % is the average share of their price targets the stock reached within 12 months. Both are shrunk toward the population rate and only shown once an analyst has at least 20 scored calls.

Are firm rankings investment advice?

No. Everything here is education and research only. The scores are estimates we calculate from our own data, analyst ratings matched against end-of-day prices, and are not a recommendation to use or avoid any firm's research. Past performance does not guarantee future results.

Education only, not investment advice. Every Firm BW Score, Win %, PT Hit % and rank on this page is an estimate we calculate from our own data, analyst ratings and price targets matched against end-of-day prices, and may not be 100% accurate or complete. Coverage gaps, data delays, mis-attributed ratings, revisions and modelling choices all mean these numbers are our best approximation, not a definitive or official record. Returns are measured in excess of each rated stock's own sector over the 12 months after each call. Past performance does not guarantee future results, and nothing here is a recommendation to buy or sell any security. Use it for education and research only, and consult a licensed financial advisor before making investment decisions.

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