3 Financial Stocks With Earnings Growth As Rate Cut Hopes Fade

Simply Wall St.07-29

Surging oil prices, renewed conflict in Iran and fresh speculation about a surprise Federal Reserve rate hike are putting the Banking and Financial Sector Stocks screener firmly in the spotlight. ...

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Higher inflation risks and shifting interest rate expectations can reshape funding costs, loan demand and trading conditions for large, financially healthy banks and diversified financial companies. For investors watching how macro shocks filter through to individual stocks, this screener helps flag...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","LU0196696701.USD":"HSBC GIF BRAZIL EQUITY \"AD\" (USD) INC","IE00B1B80R65.USD":"柏瑞拉丁美洲股票A","NU":"Nu Holdings Ltd.","LU0788109048.HKD":"BGF LATIN AMERICAN \"A2\" (HKDHGD) ACC","BK4106":"数据处理与外包服务","OSCX":"2倍做多OSCR ETF-Defiance","LU0265267285.USD":"BNP PARIBAS BRAZIL EQUITY \"C\" (USD) INC","LU0265266980.USD":"法巴巴西股票基金","LU0531970944.HKD":"HSBC GIF BRIC EQUITY \"AC\" (HKD) ACC","BK4227":"交易和支付处理服务","NUG":"2倍做多NU ETF-Leverage Shares","BK4207":"综合性银行","BK4551":"寇图资本持仓","LU0086394185.USD":"SCHRODER ISF LATIN AMERICAN \"A\" (USD) INC AV","LU1861217088.USD":"贝莱德金融科技A2","LU1868838027.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"8\" (USD) ACC","LU0053687314.USD":"JPM LATIN AMERICA EQUITY \"A\" INC","LU0256859116.SGD":"施罗德拉丁美洲A Acc SGD","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","LU1861220207.SGD":"Blackrock FinTech A2 SGD-H","LU1481012133.USD":"FIDELITY EMERGING MARKETS \"A\" (USDHDG) INC","HEAL":"Global X HealthTech ETF","LU0396314238.USD":"abrdn SICAV I - LATIN AMERICAN EQUITY \"A\" (USD) ACC","LU0261950470.USD":"FIDELITY EMERGING MARKETS \"A\" ACC","LU0048575426.USD":"FIDELITY EMERGING MARKETS \"A\" INC","RELY":"Remitly Global, Inc.","LU0449509016.USD":"HSBC GIF BRIC EQUITY \"AC\" (USD) ACC","BK4162":"人寿与健康保险","OSCR":"Oscar Health, Inc.","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","LU0254981946.USD":"HSBC GIF BRIC MARKETS EQUITY \"AC\" (USD) ACC","LU0456842615.SGD":"JPMorgan Funds - Emerging Markets Equity A (acc) SGD","LU0572108347.SGD":"Blackrock Latin American A2 SGD-H","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","LU2045819591.USD":"Natixis WCM Global Emerging Markets Equity R/A USD","LU0050427557.USD":"富达拉丁美洲基金","LU0053671581.USD":"摩根大通美国小盘成长股 A(dist)","LU2360107671.USD":"BGF FINTECH \"A4\" (USD) INC","LU0196696453.USD":"HSBC GIF BRAZIL EQUITY \"AC\" (USD) ACC","LU0823046494.USD":"AMUNDI FUNDS LATIN AMERICA EQUITY \"A2\" (USD) ACC","LU0531971322.HKD":"HSBC GIF BRAZIL EQUITY \"AD\" (HKD) INC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","IE00BGV7N243.SGD":"FSSA Global Emerging Markets Focus I Acc SGD","BK4559":"巴菲特持仓","LU0823046577.USD":"AMUNDI FUNDS LATIN AMERICA EQUITY \"A2\" (USD) INC","LU0072463663.USD":"Blackrock Latin American A2 USD","LU2125910500.SGD":"Natixis WCM Global Emerging Markets Equity H-R/A SGD","OSCG":"2倍做多OSCR ETF-Leverage Shares","LU0106259046.USD":"施罗德拉丁美洲基金","LU0210535034.USD":"摩根大通拉丁美洲基金"},"translate_title":"降息希望破灭，3只金融股盈利增长","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"HEAL":0.6,"OSCR":1.94,"NUG":0.6,"RELY":1.95,"OSCG":0.6,"NU":1.93,"OSCX":0.6},"content_text":"Surging oil prices, renewed conflict in Iran and fresh speculation about a surprise Federal Reserve rate hike are putting the Banking and Financial Sector Stocks screener firmly in the spotlight. Higher inflation risks and shifting interest rate expectations can reshape funding costs, loan demand and trading conditions for large, financially healthy banks and diversified financial companies. For investors watching how macro shocks filter through to individual stocks, this screener helps flag where the pressure points and potential bright spots may sit. The sections that follow look at 3 stocks that may be positively exposed to the current news flow. AdvertisementRemitly Global (RELY) Overview: Remitly Global is a Seattle based fintech that lets customers send money across borders through a mobile app and website, offering digital remittances and related financial services across the United States, Canada and many other countries. Operations: Remitly generates about US$1.73b from data processing services, with revenue mainly coming from the United States at US$1.14b, alongside Canada at US$168.1m and the rest of the world at US$414.7m. Market Cap: US$4.91b Investors watching the Banking and Financial Sector Stocks screener may find Remitly Global worth a closer look. The company sits at the heart of digital cross border payments and is already profitable. Analysts expect earnings and revenue growth to run ahead of the wider US market over the next few years. Recent index inclusions and new products such as Remitly Business, memberships and wallets point to a broader opportunity set, while the use of AI for customer acquisition and fraud control could support margins as volumes rise. At the same time, a higher P/E, reliance on external funding and ongoing competition across remittances and stablecoins mean execution missteps or slower growth could quickly shift sentiment. Remitly Global operates at the intersection of cross border payments and AI driven efficiency, yet the real story lies beyond the headline P/E ratio. Get the full picture from the analyst forecasts for Remitly Global NasdaqGS:RELY Earnings & Revenue Growth as at Jul 2026 Oscar Health (OSCR) Overview: Oscar Health is a New York based healthcare technology company that sells digital first health insurance plans to individuals, families, employees and small businesses. It also licenses its +Oscar and Campaign Builder platforms to other players in the healthcare system and offers brokerage and enrollment tools for medical and supplemental products. Operations: Oscar Health generates about US$13.30b in revenue from life and health insurance products, all from the United States. Market Cap: US$8.54b Oscar Health operates at the intersection of technology and health insurance, which makes it stand out in a screener built for financials that can be sensitive to interest rate shifts. The company is moving toward profitability, with analysts expecting strong earnings growth and higher returns on equity as membership expands and pricing is adjusted for a tougher claims environment. Recent commentary highlights double digit rate increases planned for 2026 in many markets, which could help offset higher medical costs but may test how price sensitive members are. In addition, rising interest on Oscar Health’s sizeable investment portfolio, solid excess capital, insider selling, and an upcoming Investor Day focused on margins and growth make this a story that may warrant close attention rather than a quick glance. Oscar Health’s push toward profitability and higher returns on equity is accelerating, yet the real swing factor sits beneath the headline membership story. See how the analyst forecasts for Oscar Health could reshape the risk reward picture next year. NYSE:OSCR Earnings & Revenue Growth as at Jul 2026 Nu Holdings (NU) Overview: Nu Holdings is a São Paulo based digital bank that offers app centric credit cards, current accounts, payments, loans, investments, insurance and everyday services to consumers and small businesses across Brazil, Mexico and Colombia. Operations: Nu Holdings generates about US$7.59b from banking, with revenue concentrated in Brazil at roughly US$12.29b, alongside Mexico at US$950.0m and other countries at US$255.7m. Market Cap: US$70.19b Nu Holdings puts a low cost digital model against some of the most fee heavy banking markets in the world, which helps explain why more than 100 million customers have signed up and why earnings growth has recently outpaced the broader banks sector. Profit margins are high and returns on equity sit well into the mid 20s. However, investors still need to weigh this against a relatively rich P/E and a bad loans ratio of 7.9% that points to real credit risk as Nu leans into unsecured lending. With fresh banking licenses in Brazil and Mexico, a large share buyback and growing talk of expansion beyond Latin America, the bigger story for Nu Holdings is only just starting to unfold. Nu Holdings’ rapid customer growth and high returns on equity create real momentum, yet the richer P/E and rising bad loans leave key questions open. The analyst forecasts for Nu Holdings could reveal what the market is still missing. NYSE:NU Earnings & Revenue Growth as at Jul 2026 The three stocks highlighted here are just a starting point, since the full Banking and Financial Sector Stocks screener surfaced 30 more large, financially healthy companies with equally compelling stories around interest rate sensitivity, funding costs and credit risk. Use Simply Wall St to identify and analyze the specific catalysts and narratives that matter most to you, so you can filter this wider group down to the highest conviction opportunities. Take Control of Your Investment Journey  If Oscar Health or any of these companies sound like a great opportunity, register for FREE with Simply Wall St and add your companies to a Watchlist to monitor the share price against the fair value the ideal entry point.\n            Once you've made your move, manage your holdings with our Portfolio Command Center that filters out the noise to deliver only the most critical, actionable updates.\n            Throughout your journey, our Community allows you to filter the best ideas from thousands of investor perspectives.\n            By uncovering hidden catalysts and risks early, you'll accelerate your decision-making and stay one step ahead of the market.\n         Seeking Fresh Alternatives Before Others Do New themes are breaking out, momentum is building and some key stories are still under the radar for now. Do not get caught reacting late; consider your options early.  Spot potential breakout leaders early by scanning a curated group of quality stocks in the 20 high quality undiscovered gems before they start appearing on everyone else’s radar. Target reliable cash generators by reviewing the carefully filtered 8 dividend fortresses while yields still look appealing and prices have not fully caught up. Follow structural momentum in critical materials by checking the focused 8 top copper producer stocks while the most interesting producers are still receiving limited mainstream coverage.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n        and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n        financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n        Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n        Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Nu Holdings might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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