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U.S. Financials Sector Analysis
UpdatedApr 13, 2025
DataAggregated Company Financials
Companies1308
- 7D5.0%
- 3M-3.9%
- 1Y14.5%
- YTD-5.4%
Over the last 7 days, the Financials industry has risen 5.0%, driven by gains in JPMorgan Chase and Berkshire Hathaway of 12% and 5.6%, respectively. During this same period, the Mr. Cooper Group underperformed, falling 18%. This means that the industry has gained 14% over the past year. Earnings are forecast to grow by 7.2% annually.
Sector Valuation and Performance
Has the U.S. Financials Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 14 Apr 2025 | US$8.8t | US$3.0t | US$546.5b | 11.3x | 16.1x | 3x |
| Wed, 12 Mar 2025 | US$9.1t | US$3.0t | US$545.0b | 11.8x | 16.6x | 3.1x |
| Fri, 07 Feb 2025 | US$9.9t | US$3.0t | US$552.3b | 12.8x | 18x | 3.4x |
| Sun, 05 Jan 2025 | US$9.4t | US$2.9t | US$505.8b | 12.9x | 18.5x | 3.2x |
| Tue, 03 Dec 2024 | US$9.9t | US$2.9t | US$504.7b | 13.7x | 19.6x | 3.4x |
| Thu, 31 Oct 2024 | US$9.0t | US$2.9t | US$471.2b | 12.7x | 19.2x | 3.2x |
| Sat, 28 Sep 2024 | US$8.7t | US$2.8t | US$466.3b | 12.4x | 18.6x | 3.1x |
| Mon, 26 Aug 2024 | US$8.5t | US$2.8t | US$466.0b | 12.5x | 18.1x | 3x |
| Wed, 24 Jul 2024 | US$8.3t | US$2.8t | US$465.1b | 12.3x | 17.9x | 3x |
| Fri, 21 Jun 2024 | US$7.9t | US$2.8t | US$463.0b | 10.6x | 17x | 2.8x |
| Sun, 19 May 2024 | US$8.1t | US$2.8t | US$463.2b | 11x | 17.5x | 2.9x |
| Tue, 16 Apr 2024 | US$7.6t | US$2.7t | US$476.6b | 10.3x | 15.9x | 2.8x |
| Thu, 14 Mar 2024 | US$7.8t | US$2.7t | US$472.9b | 10.6x | 16.5x | 2.9x |
| Sat, 10 Feb 2024 | US$7.5t | US$2.7t | US$431.6b | 10.6x | 17.3x | 2.8x |
| Mon, 08 Jan 2024 | US$7.4t | US$2.7t | US$447.8b | 11.4x | 16.5x | 2.7x |
| Wed, 06 Dec 2023 | US$7.0t | US$2.7t | US$446.3b | 10.9x | 15.8x | 2.6x |
| Fri, 03 Nov 2023 | US$6.3t | US$2.7t | US$444.4b | 10.5x | 14.3x | 2.4x |
| Sun, 01 Oct 2023 | US$6.5t | US$2.7t | US$430.8b | 10.3x | 15.1x | 2.4x |
| Tue, 29 Aug 2023 | US$6.6t | US$2.7t | US$430.9b | 10.5x | 15.4x | 2.5x |
| Thu, 27 Jul 2023 | US$6.9t | US$2.6t | US$350.0b | 11.3x | 19.8x | 2.6x |
| Sat, 24 Jun 2023 | US$6.4t | US$2.6t | US$341.2b | 10.4x | 18.6x | 2.5x |
| Mon, 22 May 2023 | US$6.3t | US$2.6t | US$341.0b | 10.3x | 18.4x | 2.4x |
| Wed, 19 Apr 2023 | US$6.5t | US$2.6t | US$325.4b | 10.6x | 19.9x | 2.5x |
| Fri, 17 Mar 2023 | US$5.1t | US$2.4t | US$307.3b | 10.8x | 16.7x | 2.2x |
| Sun, 12 Feb 2023 | US$5.8t | US$2.4t | US$342.5b | 11.8x | 17x | 2.4x |
| Tue, 10 Jan 2023 | US$5.6t | US$2.4t | US$369.2b | 11.7x | 15.2x | 2.3x |
| Thu, 08 Dec 2022 | US$5.5t | US$2.4t | US$368.0b | 11.7x | 15x | 2.3x |
| Sat, 05 Nov 2022 | US$5.5t | US$2.3t | US$384.0b | 11.6x | 14.4x | 2.4x |
| Mon, 03 Oct 2022 | US$5.0t | US$2.4t | US$408.2b | 11x | 12.2x | 2.1x |
| Wed, 31 Aug 2022 | US$5.4t | US$2.4t | US$397.5b | 11.5x | 13.6x | 2.3x |
| Fri, 29 Jul 2022 | US$5.4t | US$2.4t | US$489.6b | 11.5x | 10.9x | 2.2x |
| Sun, 26 Jun 2022 | US$5.4t | US$2.4t | US$513.6b | 10.8x | 10.4x | 2.2x |
| Tue, 24 May 2022 | US$5.6t | US$2.4t | US$514.3b | 11x | 11x | 2.3x |
| Thu, 21 Apr 2022 | US$6.3t | US$2.4t | US$537.4b | 12.2x | 11.7x | 2.6x |
Price to Earnings Ratio
11.7x
Current Industry PE
- Investors are relatively neutral on the American Financials industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 16.2x.
- The 3-year average PS ratio of 2.7x is lower than the industry's current PS ratio of 3.0x.
Past Earnings Growth
- The earnings for companies in the Financials industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have grown 7.1% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.
Industry Trends
Which industries have driven the changes within the U.S. Financials sector?
| US Market | 5.42% | |
| Financials | 4.96% | |
| Capital Markets | 6.11% | |
| Consumer Finance | 5.77% | |
| Banks | 5.31% | |
| Diversified Financial | 5.11% | |
| Insurance | 2.83% | |
| Mortgage Finance | 0% | 0 |
| Mortgage REITs | -6.98% | |
Industry PE
- Investors are most optimistic about the Capital Markets industry, which is trading close to its 3-year average PE ratio of 23.3x.
- Analysts are expecting annual earnings growth of 11.8%, which is lower than the prior year's growth of 18.5% per year.
- Investors are most pessimistic about the Banks industry, which is trading close to its 3-year average of 11.3x.
Forecasted Growth
- Analysts are most optimistic on the Mortgage REITs industry, expecting annual earnings growth of 30% over the next 5 years.
- This is better than its past earnings growth rate of 7.1% per year.
- In contrast, the Diversified Financial industry is expected to see its earnings growth to stay flat over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| JPM JPMorgan Chase | US$236.20 | 12.3% +US$69.4b | 29.2% | PB2x | |
| BRK.A Berkshire Hathaway | US$784.00k | 5.6% +US$59.6b | 28.9% | PE12.7x | |
| V Visa | US$333.40 | 6.5% +US$39.6b | 20.8% | PE33.1x | |
| MA Mastercard | US$509.75 | 4.1% +US$18.3b | 9.5% | PE36.2x | |
| SCHW Charles Schwab | US$76.96 | 11.4% +US$14.3b | 9.9% | PE25.5x |
