TipRanks, the world’s leading analyst ranking service, has identified the top 25 best performing analysts covering the U.S., UK, and Canadian markets in 2021.
These top analysts significantly outperformed their counterparts. We analyzed 180,421 ratings in 2021. The average analyst got it right just 51.01% of the time and made an average return of 0.38% on their stock recommendations measured over 3 months. Meanwhile, the top 25 analysts tracked over the same time frame racked up an 80.3% average success rate and a 13.16% average return.
We ranked analysts according to three different criteria to measure their 2021 performance – their success rate, in other words, the number of times a rating proved accurate after three months, their average returns per recommendation over a three-month time period, and the number of ratings they made. Analysts who give more ratings are more likely to rank higher.
Winning Sectors of 2021
While in recent years the Technology sector dominated the U.S list, in 2021 there was a significant shift. Three out of the top five U.S. analysts cover the Basic Materials sector, with eight in total making the list. However, in terms of numbers, they are beaten by the Financial sector which has 12 analysts in the top 25. Four analysts covering the Technology sector also appear.
Meanwhile, in Canada, analysts covering the Energy sector dominated, followed by the Financial sector. All top 5 analysts on the list cover Energy stocks. There are a total of 16 Energy and 8 Financial specialists on the list, with one analyst who covers Consumer Goods.
There is significantly more diversity when it comes to sectors on the UK list. Analysts covering the Financial, Basic Materials, Consumer Services, Technology, Healthcare, Energy, Industrial Goods, and Utilities sectors all appear on the list.
Most Represented Firms
With 11 analysts in total making the top 25 lists in all three markets, global investment bank, RBC Capital, is the firm with the most representation. Cannacord Genuity is next, with six analysts making the list, four covering Canadian markets and two the UK. They are followed by Jefferies which had five top analysts in 2021, all of whom cover the U.S. markets, and HSBC, which has five top analysts in the UK list.
Top Female Analysts
For the second year in a row, this notoriously predominantly male industry saw a woman place no. 1 in the UK, with Canaccord’s Portia Patel dominating the list. The UK also has the greatest number of women on the list, with four out of 25 top analysts being female. In comparison, the U.S. and Canada each have one female on the list. TipRanks added UK coverage in 2020 and this is the second year it has published the top analysts covering UK markets.
Awards Ceremony
For the first time, TipRanks will host an online Awards Ceremony. Some of the world’s top analysts of 2021 will attend, and the ceremony will be streamed to a live audience. Please feel welcome to join us!
TipRanks’ CEO, Uri Gruenbaum, commented, “While we are not an analyst endorsem*nt platform, we are always excited to see those who generate excess returns and are keen to highlight their success. One of the ways we level the playing field for individual investors is by making available the performance track records of analysts to individual investors, who can then follow the experts of their choice. I am extremely excited that for the first time we are going to hold an Awards Ceremony to acknowledge the very best analysts out there.”
Top 25 Analysts, US
1. John Gerdes, MKM Partners, Basic Materials
93% success rate, 24.9% average return per recommendation, 43 ratings
2. Leo Mariani, KeyBanc, Basic Materials,
81% success rate, 16.2% average return per recommendation, 98 ratings
3. Scott Hanold, RBC Capital, Basic Materials
79% success rate, 18.3% average return per recommendation, 81 ratings
4. Chris Kotowski, Oppenheimer, Financial
85% success rate, 10.4% average return per recommendation, 68 ratings
5. Randy Giveans, Jefferies, Services
76% success rate, 22.7% average return per recommendation, 58 ratings
6. Kenneth Lee, RBC Capital, Financial
86% success rate, 9.3% average return per recommendation, 66 ratings
7. Gabriele Sorbara, Siebert Williams Shank & Co, Basic Materials
80% success rate, 23.1% average return per recommendation, 66 ratings
8. John Freeman, Raymond James, Basic Materials
76% success rate, 13.9% average return per recommendation, 102 ratings
9. Michael R Lewis, Truist Financial, Financial
92% success rate, 12.1% average return per recommendation, 37 ratings
10. Brian Bedell, Deutsche Bank, Financial
82% success rate, 7.2% average return per recommendation, 71 ratings
11. Nitin Kumar CFA, Wells Fargo, Energy
80% success rate, 16.5% average return per recommendation, 49 ratings
12. Harsh Kumar, Piper Sandler, Technology
80% success rate, 16.2% average return per recommendation, 49 ratings
13. John Hecht, Jefferies, Financial
79% success rate, 12.1% average return per recommendation, 62 ratings
14. Owen Lau, Oppenheimer, Financial
89% success rate, 9.4% average return per recommendation, 44 ratings
15. Ki Bin Kim, Truist Financial, Financial
84% success rate, 11.6% average return per recommendation, 45 ratings
16. Mark Lear, Piper Sandler, Basic Materials
100% success rate, 28.3% average return per recommendation, 18 ratings
17. Gerald O’Hara, Jefferies, Financial
100% success rate, 19.3% average return per recommendation, 22 ratings
18. Ken Usdin, Jefferies, Financial
76% success rate, 8.8% average return per recommendation, 75 ratings
19. John Vinh, KeyBanc, Technology
76% success rate, 14.1% average return per recommendation, 54 ratings
20. Christopher Rolland, Susquehanna, Technology
77% success rate, 13.2% average return per recommendation, 53 ratings
21. Mark Lipacis, Jefferies, Technology
81% success rate, 11.9% average return per recommendation, 48 ratings
22. Neal Dingmann, Truist Financial, Basic Materials
71% success rate, 9.4% average return per recommendation, 96 ratings
23. RJ Milligan, Raymond James, Financial
87% success rate, 7.4% average return per recommendation, 47 ratings
24. Devin Ryan, JMP Securities, Financial
80% success rate, 5.5% average return per recommendation, 74 ratings
25. Allison Poliniak, Wells Fargo, Basic Materials
77% success rate, 7.0% average return per recommendation, 75 ratings
Top 25 Analysts, Canada
1. Robert Fitzmartyn, Stifel Nicolaus, Energy
84% success rate, 19.8% average return per recommendation, 70 ratings
2. Anthony Petrucci, Canaccord Genuity, Energy
79% success rate, 20.8% average return per recommendation, 76 ratings
3. Michael Harvey, RBC Capital, Energy
90% success rate, 25.7% average return per recommendation, 40 ratings
4. Jeremy McCrea, Raymond James, Energy
81% success rate, 20.6% average return per recommendation, 59 ratings
5. Aaron Bilkoski, TD Securities, Energy
81% success rate, 17.9% average return per recommendation, 48 ratings
6. Mark Rothschild, Canaccord Genuity, Financial
90% success rate, 11.1% average return per recommendation, 41 ratings
7. Geoffrey Kwan, RBC Capital, Financial
86% success rate, 9.8% average return per recommendation, 56 ratings
8. Dan Payne, National Bank, Energy
77% success rate, 22.9% average return per recommendation, 39 ratings
9. Ray Kwan, BMO Capital, Energy
81% success rate, 19.5% average return per recommendation, 37 ratings
10. Jason Bouvier, Scotiabank, Energy
81% success rate, 15.0% average return per recommendation, 43 ratings
11. Gregory Pardy, RBC Capital, Energy
79% success rate, 16.9% average return per recommendation, 38 ratings
12. Scott Chan CFA, Canaccord Genuity, Financial
77% success rate, 9.4% average return per recommendation, 69 ratings
13. Jamie Kubik, CIBC, Energy
73% success rate, 15.5% average return per recommendation, 44 ratings
14. Brad Sturges, Raymond James, Financial
90% success rate, 12.1% average return per recommendation, 29 ratings
15. Dean Wilkinson, CIBC, Financial
100% success rate, 13.8% average return per recommendation, 19 ratings
16. Nik Priebe, CIBC , Financial
89% success rate, 13.8% average return per recommendation, 27 ratings
17. Randy Ollenberger, BMO Capital, Energy
75% success rate, 18.7% average return per recommendation, 28 ratings
18 Travis Wood, National Bank, Energy
75% success rate, 16.3% average return per recommendation, 32 ratings
19. Katie Lachapelle, Canaccord Genuity, Energy
65% success rate, 15.3% average return per recommendation, 48 ratings
20. Matt Logan, RBC Capital, Financial
87% success rate, 10.2% average return per recommendation, 31 ratings
21. Luke Davis, RBC Capital, Energy
74% success rate, 13.5% average return per recommendation, 38 ratings
22. Stephen Macleod, BMO Capital, Consumer Goods
85% success rate, 10.1% average return per recommendation, 33 ratings
23. Matt Kornack, National Bank, Financial
91% success rate, 13.1% average return per recommendation, 22 ratings
24. Menno Hulshof, TD Securities, Energy
84% success rate, 13.9% average return per recommendation, 25 ratings
25. Cody Kwong, Stifel Nicolaus, Energy
60% success rate, 14.3% average return per recommendation, 53 ratings
Top Analysts, UK
1. Portia Patel, Canaccord Genuity, Financial
72.73% success rate, 12.3% average return per recommendation, 33 ratings
2. Benjamin Toms, RBC Capital, Financial
83% success rate, 8.1% average return per recommendation, 36 ratings
3. Myles Allsop, UBS, Basic Materials
89% success rate, 11.0% average return per recommendation, 19 ratings
4. Joseph Thomas, HSBC, Consumer Services
67% success rate, 13.4% average return per recommendation, 27 ratings
5. Matthew J Walker, Credit Suisse, Consumer Services
68% success rate, 10.1% average return per recommendation, 38 ratings
6. Steve Robertson, Canaccord Genuity, Technology
73% success rate, 14.6% average return per recommendation, 22 ratings
7. Charles Weston, RBC Capital, Healthcare
72% success rate, 11.2% average return per recommendation, 29 ratings
8. Michele Della Vigna, Goldman Sachs, Energy
81% success rate, 7.7% average return per recommendation, 31 ratings
9. Julien Roch, Barclays, Consumer Services
74% success rate, 8.3% average return per recommendation, 31 ratings
10. Andrew Gardiner, Barclays, Technology
71% success rate, 8.1% average return per recommendation, 31 ratings
11. Michael Huttner CFA, Berenberg Bank, Financial
68% success rate, 5.7% average return per recommendation, 65 ratings
12. Lushanthan Mahendrarajah, Berenberg Bank, Industrial goods
63% success rate, 11.8% average return per recommendation, 24 ratings
13. Mark Freshney, Credit Suisse, Utilities
78% success rate, 8.5% average return per recommendation, 23 ratings
14. Daniel Kerven, J.P. Morgan, Consumer Services
65% success rate, 7.5% average return per recommendation, 46 ratings
15. Jane Sparrow, Barclays, Industrial Goods
91% success rate, 14.5% average return per recommendation, 11 ratings
16. Christine Zhou, RBC Capital, Consumer Services
83% success rate, 15.0% average return per recommendation, 12 ratings
17. Matthew Lloyd, HSBC, Industrial Goods
82% success rate, 15.2% average return per recommendation, 11 ratings
18. Manjari Dhar, RBC Capital, Consumer Goods
91% success rate, 12.5% average return per recommendation, 11 ratings
19. Anand Date, HSBC, Industrial Goods
92% success rate, 10.9% average return per recommendation, 12 ratings
20. Jon Rigby, UBS, Energy
80% success rate, 7.0% average return per recommendation, 25 ratings
21. Ephrem Ravi, Citigroup, Industrial Goods
84% success rate, 5.7% average return per recommendation, 25 ratings
22. Verity Mitchell, HSBC, Utilities
81% success rate, 9.50% average return per recommendation, 16 ratings
23. Max Yates, Credit Suisse, Industrial goods
78% success rate, 6.10% average return per recommendation, 27 ratings
24. Raul Sinha, J.P. Morgan, Financial
66% success rate, 6.90% average return per recommendation, 35 ratings
25. Andrew Lobbenberg, HSBC, Industrial goods
69% success rate, 6.80% average return per recommendation, 29 ratings
As an enthusiast deeply immersed in the world of financial analysis, I bring a wealth of knowledge and experience to the table, having closely followed and participated in the dynamic landscape of the stock market. My understanding extends beyond the surface, delving into the intricate details of market trends, sector analyses, and the performance of individual analysts.
Now, let's dissect the article on TipRanks' identification of the top 25 best performing analysts covering the U.S., UK, and Canadian markets in 2021.
1. TipRanks and Analyst Performance Metrics:
- TipRanks: Described as the world's leading analyst ranking service, TipRanks is mentioned as the platform responsible for identifying the top 25 analysts.
- Performance Metrics: Analysts are evaluated based on three key criteria: success rate, average return per recommendation over a three-month period, and the number of ratings made. The success rate is the percentage of accurate predictions after three months.
2. Overall Market Analysis:
- General Analyst Performance: The article reveals that the average analyst had a 51.01% success rate and a 0.38% average return over three months.
- Top Analysts' Performance: In contrast, the top 25 analysts achieved an impressive 80.3% success rate and a 13.16% average return over the same period.
3. Winning Sectors of 2021:
- U.S.: Basic Materials sector dominated, followed by the Financial sector.
- Canada: Energy sector took the lead, followed by the Financial sector.
- UK: Diverse representation across Financial, Basic Materials, Consumer Services, Technology, Healthcare, Energy, Industrial Goods, and Utilities sectors.
4. Most Represented Firms:
- RBC Capital: Global investment bank RBC Capital holds the highest representation with 11 analysts in the top 25 across all three markets.
- Cannacord Genuity: Followed by Cannacord Genuity with six analysts, four covering Canadian markets and two the UK.
5. Top Female Analysts:
- Representation: The article notes a woman, Portia Patel of Canaccord Genuity, placing first in the UK. The UK has the highest number of female analysts on the list (four out of 25), while the U.S. and Canada each have one.
6. Awards Ceremony:
- Recognition: TipRanks plans to host an online Awards Ceremony to acknowledge the top analysts of 2021, with some of the world's top analysts in attendance.
7. Top Analysts in Each Market:
- U.S.: John Gerdes of MKM Partners leads the list with a 93% success rate and a 24.9% average return per recommendation.
- Canada: Robert Fitzmartyn of Stifel Nicolaus tops the Canadian list with an 84% success rate and a 19.8% average return per recommendation.
- UK: Portia Patel of Canaccord Genuity leads the UK list with a 72.73% success rate and a 12.3% average return per recommendation.
This comprehensive analysis showcases the diverse expertise and success of top analysts in different regions and sectors, providing valuable insights into the intricacies of the financial markets in 2021.
