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ALLY · NYSE · STOCK

Ally Financial (ALLY) Stock Analysis

Financial Services Updated September 21, 2026
$39.98
52W $35.92 – $47.29
67/100
$12.17B
9.3
1.07
AI Committee Verdict
Buy
67/100
Conviction: Moderate · 60% agreement · 5 analysts
+0.5%
-5.0%
0.10:1
Moderate
Buy rating, but near-term risk/reward is unfavorable
The long-term recommendation is based on the composite investment score. The near-term risk/reward is based on nearby support and resistance levels. These can differ when a strong company trades close to resistance with support further below.

Is ALLY Bullish or Bearish?

Bullish. Innellis AI committee rates Ally Financial (ALLY) Buy with a composite score of 67/100 , based on 5 analysts with 60% agreement. Last updated September 21, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +8.25 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -11.75 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.

Bull & Bear Case

Bull Case
  • P/E of 8.4 is inexpensive for the broad market — Value
  • Price-to-book of 0.9x is a discount to asset value — Value
  • Dividend yield of 4.4% pays you to wait — Value
  • Revenue growing 37.4% YoY -- genuine top-line momentum — Growth
  • EPS growing 325.8% YoY — Growth
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
  • RSI at 25 is in oversold territory (could mean either capitulation or a bounce setup) — Technical
  • MACD histogram negative -- bearish momentum — Technical
  • Price trading below the lower Bollinger Band -- stretched to the downside — Technical
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of September 21, 2026
Overall Committee Score
67/100
Agreement
60%
Analysts
5
Conviction
Moderate
Sector Rank
Top 15%
of 211 Financial Services peers
Value Analyst bullish
80 / 100 · Moderate confidence
Classic value case: cheap on multiples with earnings power to back it up
+ P/E of 8.4 is inexpensive for the broad market
Growth Analyst bullish
85 / 100 · High confidence
Strong, accelerating growth with consistent execution
+ Revenue growing 37.4% YoY -- genuine top-line momentum
Technical Analyst neutral
46 / 100 · High confidence
Mixed or range-bound price action
+ Weekly trend (sideways) confirms the daily trend -- multi-timeframe agreement
− RSI at 25 is in oversold territory (could mean either capitulation or a bounce setup)
Macro Analyst bullish
65 / 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
News Analyst neutral
58 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2518.64)
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Investment Thesis Evolution

Committee score moved marginally from 66.8 to 66.8.

Comparing 2026-09-20 to 2026-09-21 (1 day apart).

Technical Analysis

RSI (14)
25.1
Oversold
MACD Histogram
-0.201
Bearish Momentum
Trend Direction
Sideways
Weekly: Sideways
Market Structure
Mixed
Support
$37.97
Resistance
$40.19
Bollinger %B
-0.06
Below Lower Band
Price vs Moving Averages
EMA 9
$41.25 Below
EMA 21
$42.06 Below
EMA 50
$42.92 Below
EMA 200
$42.46 Below

Fundamental Analysis

Valuation
100
Growth
74
Profitability
38
Financial Health
29
Cash Flow
15
Valuation
P/E Ratio 9.3×
P/B Ratio 0.80×
PEG Ratio 0.05
Dividend Yield 3.00%
52W High $47.29
52W Low $35.92
Quality & Growth
ROE 549.8%
ROA 43.5%
Gross Margin 4970.0%
Operating Margin 1159.0%
Revenue Growth YoY
Debt / Equity 1.48
AI Fundamental Assessment
P/E ratio of 9.3 (inexpensive relative to a 15-40x range); Price-to-book of 0.8x; PEG ratio of 0.1 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 5.5%; Return on assets of 0.4%; Net margin of 9.2%; Gross margin of 49.7%; Current ratio of 0.90 (tight short-term liquidity); Debt-to-equity of 1.48; Free cash flow per share is negative (-1.97); Most recent quarter missed estimates by 3.4%; EPS growth accelerating (+1.8% -> +9.0% QoQ); Average YoY EPS growth of 22.2%; Analyst estimates rising over recent quarters
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