How are data and analytics stocks doing?
Credit raters, credit bureaus, index providers and other data franchises. Here is how they have done as a group against the S&P 500, and which of them are leading and lagging.
Updated Oct 9, 2026
Lagging
Data and analytics stocks are down 12% over the past year as an equal-weighted group, against +16% for the S&P 500. 2 of 23 beat the index. Virtu Financial (VIRT) leads at +75% and CoStar (CSGP) trails at −62%. Over the past month the group is −2%, against +3% for the S&P.
The past year
The group against the S&P 500, each set to $100 a year ago. Select a stock in the table to chart it against the group.
All 23 data and analytics stocks
Sorted by the past year’s return. Select a row to chart the stock against the group, or its ticker to open its page. Select a column to sort.
| Stock | P3 | 1M | 3M | YTD | 1Y | Type |
|---|---|---|---|---|---|---|
| VIRT Virtu Financial | 68Strong | −6.6% | −11% | +73% | +75% | Bellwether |
| CBOE Cboe Global Markets | 78Strong | +5.8% | +10% | +21% | +26% | Bellwether |
| VRSN Verisign | 12Weak | +5.2% | +12% | +25% | +13% | Speculative Pop |
| CME CME | 13Weak | +2.4% | +14% | +3% | +6% | Speculative Pop |
| NDAQ Nasdaq | 21Weak | +1.8% | +5% | −4% | +4% | Show-Me Grower |
| TW Tradeweb | 32Weak | +8.4% | +11% | +3% | +3% | Hot Hand |
| FDS FactSet | 37Middling | +9.2% | +9% | −1% | +2% | Bottom Fished |
| MSCI MSCI | 25Weak | +3.2% | −9% | −2% | 0% | Show-Me Grower |
| JKHY Jack Henry & Associates | 60Middling | −7.5% | −1% | −18% | 0% | Coiled Spring |
| ICE Intercontinental Exchange | 38Middling | +0.2% | +13% | −4% | −2% | Turning Up |
| MKTX MarketAxess | 36Middling | +0.9% | +43% | −9% | −4% | Bottom Fished |
| MCO Moody's | 25Weak | −0.7% | −6% | −9% | −5% | Show-Me Grower |
| MORN Morningstar | 36Middling | +5.9% | +18% | −6% | −10% | Turning Up |
| SPGI S&P Global | 40Middling | −0.6% | −7% | −22% | −15% | Show-Me Grower |
| TRU TransUnion | 43Middling | −14.9% | −14% | −24% | −17% | Wallflower |
| GDDY GoDaddy | 25Weak | +8.3% | +15% | −16% | −23% | Turning Up |
| VRSK Verisk Analytics | 19Weak | +1.0% | −8% | −21% | −27% | Falling Knife |
| BR Broadridge Financial Solutions | 7Weak | −1.7% | +10% | −26% | −30% | Falling Knife |
| CPRT Copart | 22Weak | −11.2% | 0% | −30% | −39% | Sleepy Staple |
| EFX Equifax | 29Weak | −13.2% | −16% | −33% | −39% | Wallflower |
| CLVT Clarivate | 19Weak | −17.4% | −30% | −52% | −57% | Wallflower |
| FICO Fair Isaac | 20Weak | −30.5% | −48% | −61% | −61% | Wallflower |
| CSGP CoStar | 18Weak | +0.6% | +3% | −56% | −62% | Wallflower |
How to read this page
How it’s measured. A group of large US stocks whose prices have moved together over the past five years once the market’s own moves are taken out: the same groups as Stox’s co-movement clusters. The group is equal-weighted, so each company counts the same whatever its size, and returns are share-price changes from daily closes.
Sources. Daily prices from Financial Modeling Prep; scores and co-movement groups from Stox.
An equal-weighted group can read quite differently from a sector fund, which gives the biggest companies the most weight.
P3 is Stox’s combined score of market beat, staying power and business growth, from 0 to 100. Type is the stock’s Stox Atlas type. Both describe the past year, not what comes next.
Groups are built from how stocks trade rather than from industry labels, so a company can sit with stocks from another sector that move like it.
This page is information, not investment advice. About our data and methods ›