Sector Alpha Week of 2026-07-27
What changedUSFinancial Data & Stock Exchanges
Breadth US · Financial Data & Stock Exchanges · 2026-07-27

Which Financial Data & Stock Exchanges stocks started beating S&P 500 this month?

Participation widened by 5 in a month — 5 of 14 stocks against 0 before — and 11 of 13 members earned more than they did a year ago.

200300202620252024202320222021 292348 TRAILING 12-MONTH EPS · 100 AT THE START0100132Mar 22Sep 22Mar 23Sep 23Mar 24Sep 24Mar 25Sep 25Mar 26Mar 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 12 reportingJun 2022 · trailing 12-month earnings per share at 98, against 100 at the start · no comparable year yet · 13 reportingSep 2022 · trailing 12-month earnings per share at 95, against 100 at the start · no comparable year yet · 13 reportingDec 2022 · trailing 12-month earnings per share at 76, against 100 at the start · no comparable year yet · 13 reportingMar 2023 · trailing 12-month earnings per share at 61, against 100 at the start · down 39.4% on a year ago · 13 reportingJun 2023 · trailing 12-month earnings per share at 74, against 100 at the start · down 21.1% on a year ago · 13 reportingSep 2023 · trailing 12-month earnings per share at 78, against 100 at the start · down 3.5% on a year ago · 13 reportingDec 2023 · trailing 12-month earnings per share at 78, against 100 at the start · up 15.0% on a year ago · 13 reportingMar 2024 · trailing 12-month earnings per share at 82, against 100 at the start · up 10.6% on a year ago · 13 reportingJun 2024 · trailing 12-month earnings per share at 81, against 100 at the start · up 18.4% on a year ago · 13 reportingSep 2024 · trailing 12-month earnings per share at 85, against 100 at the start · up 15.4% on a year ago · 13 reportingDec 2024 · trailing 12-month earnings per share at 101, against 100 at the start · up 19.7% on a year ago · 13 reportingMar 2025 · trailing 12-month earnings per share at 95, against 100 at the start · up 14.4% on a year ago · 13 reportingJun 2025 · trailing 12-month earnings per share at 112, against 100 at the start · up 20.7% on a year ago · 13 reportingSep 2025 · trailing 12-month earnings per share at 121, against 100 at the start · up 16.1% on a year ago · 13 reportingDec 2025 · trailing 12-month earnings per share at 130, against 100 at the start · up 15.4% on a year ago · 13 reportingMar 2026 · trailing 12-month earnings per share at 132, against 100 at the start · up 20.3% on a year ago · 13 reportingNot reported yet — earnings trail price by a quarter or two132 · Mar 26No earnings on file this far back — the price series reaches further than the filings do
200300202620252024202320222021 292348 TRAILING 12-MONTH EPS · 100 AT THE START0100132Mar 22Mar 23Mar 24Mar 25Mar 26Mar 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 12 reportingJun 2022 · trailing 12-month earnings per share at 98, against 100 at the start · no comparable year yet · 13 reportingSep 2022 · trailing 12-month earnings per share at 95, against 100 at the start · no comparable year yet · 13 reportingDec 2022 · trailing 12-month earnings per share at 76, against 100 at the start · no comparable year yet · 13 reportingMar 2023 · trailing 12-month earnings per share at 61, against 100 at the start · down 39.4% on a year ago · 13 reportingJun 2023 · trailing 12-month earnings per share at 74, against 100 at the start · down 21.1% on a year ago · 13 reportingSep 2023 · trailing 12-month earnings per share at 78, against 100 at the start · down 3.5% on a year ago · 13 reportingDec 2023 · trailing 12-month earnings per share at 78, against 100 at the start · up 15.0% on a year ago · 13 reportingMar 2024 · trailing 12-month earnings per share at 82, against 100 at the start · up 10.6% on a year ago · 13 reportingJun 2024 · trailing 12-month earnings per share at 81, against 100 at the start · up 18.4% on a year ago · 13 reportingSep 2024 · trailing 12-month earnings per share at 85, against 100 at the start · up 15.4% on a year ago · 13 reportingDec 2024 · trailing 12-month earnings per share at 101, against 100 at the start · up 19.7% on a year ago · 13 reportingMar 2025 · trailing 12-month earnings per share at 95, against 100 at the start · up 14.4% on a year ago · 13 reportingJun 2025 · trailing 12-month earnings per share at 112, against 100 at the start · up 20.7% on a year ago · 13 reportingSep 2025 · trailing 12-month earnings per share at 121, against 100 at the start · up 16.1% on a year ago · 13 reportingDec 2025 · trailing 12-month earnings per share at 130, against 100 at the start · up 15.4% on a year ago · 13 reportingMar 2026 · trailing 12-month earnings per share at 132, against 100 at the start · up 20.3% on a year ago · 13 reportingNot reported yet — earnings trail price by a quarter or two132No earnings on file this far back — the price series reaches further than the filings do
Financial Data & Stock Exchanges, equal-weighted, based at 200 S&P 500, same base, same start trailing 12-month earnings per share rising falling
Beating S&P 5005/14+5 in 4 weeks
Industry vs index · 13w−2.7%equal-weighted
Industry vs index · 52w−29.6%equal-weighted
earnings growth · TTM20%18% avg, 4 quarters

What changed is the number of companies involved, not the size of the industry's move: 0 members cleared the rule a month ago and 5 do now, out of 14.

Across the industry, the median member is +0.5% against S&P 500 over three months. Earnings growth for the industry has averaged 18% across the last four quarters. The industry's participation profile is mixed, and smaller members did the work this month, adding 5 against 0 at the top of the ladder.

Widening participation and improving earnings tend to appear together when something has changed in the underlying business conditions — an input cost, a price cycle, a demand shift. The industry page breaks out revenue, margin, capex and debt for every company, which is where that question gets answered.

Companies that crossed the threshold this month: TransUnion, FactSet Research Systems Inc. and Morningstar, Inc., and 2 more. All 5 are listed below with their four-factor scores and how many of the last 26 weeks each spent ahead of S&P 500.

How broad is the move?

An industry average can be lifted by one large company. These readings separate a move the whole industry is making from one a handful of names are making.

Strength anatomy MixedHow much of the industry is participating, how recently, and whether the movers score well.
Together5 of 14 stocks moving
Fresh5 crossed in the last 4 weeks
Backed by scoresmovers score +1 vs the industry average
Down the cap ladder — bar is now, tick is four weeks ago
Large 0/30
Mid 0/50
Small 5/6+5

Participation is spreading downward — the mid and small companies added more this month than the large ones did.

What would change this picture

A return under 1 within four weeks would say nothing structural changed.

Companies that crossed the threshold this month

The rule selected these companies this week. Below are the same four scores every company on the site carries, and how many of the last 26 weeks each has been ahead of the index.

CompanyEarnings & growthQualityValuationMarketWeeks ahead of indexScore
TransUnionMOMDV
TRU
74624955 2/26 62
FactSet Research Systems Inc.MOM
FDS
32633169 10/26 47
Morningstar, Inc.MOM
MORN
54622435 2/26 46
MarketWise, Inc.MOM
MKTW
23244985 16/26 41
Value Line, Inc.MOM
VALU
28394060 5/26 39

Sorted by total score. Scores are computed from published filings and weekly closes on a fixed formula — earnings and growth carry 35%, quality 25%, valuation 20%, market behaviour 20%. They rank the data. They are not a recommendation.

Questions people ask about Financial Data & Stock Exchanges

How is "beating S&P 500" measured here?

A stock is counted when its three-month return beats S&P 500 by 5 percentage points or more. An industry is measured equal-weighted, so one large company cannot carry the average. The rule is the same every week and in every market.

How many stocks in Financial Data & Stock Exchanges are beating S&P 500?

5 of 14 as of 2026-07-27, against 0 four weeks ago. The median member is +0.5% versus the index over three months.

What is Financial Data & Stock Exchanges earnings doing?

Growth in trailing 12-month earnings per share for the industry is 20%, averaging 18% across the last four quarters.

Where does this data come from?

Weekly closing prices and published quarterly filings, rebuilt every weekday, and every figure carries its own as-of date. Every figure on the industry page traces to its source column.

How this page is served to search and answer engines
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  "headline": "Which Financial Data & Stock Exchanges stocks started beating S&P 500 this month?",
  "about": "Financial Data & Stock Exchanges",
  "datePublished": "2026-07-27",
  "answer": "Participation widened by 5 in a month — 5 of 14 stocks against 0 before — and 11 of 13 members earned more than they did…",
  "isBasedOn": [
    "weekly closing prices",
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The same answer is available as plain text at https://www.sectoralpha.in/mla/stories/which-financial-data-and-stock-exchanges-stocks-started-beating-s-and-p-500-this/llms.txt — one question, one answer, sources named.

Also this week in US

Sector Alpha describes what has happened in published market and filing data and explains the fundamentals behind it. It does not make recommendations, does not suggest buying or selling any security, and is not registered with SEBI as an investment adviser.

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