Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Financials Sector Analysis

UpdatedFeb 07, 2026
DataAggregated Company Financials
Companies1422
  • 7D1.3%
  • 3M2.9%
  • 1Y4.7%
  • YTD-1.0%

In the last week, the Financials industry is up 1.3%, with Berkshire Hathaway up 5.5%. During this same period, the S&P Global underperformed, falling 17%. In the last 12 months, the industry was up 4.7%. As for the next few years, earnings are expected to grow by 10% per annum.

Sector Valuation and Performance

Has the U.S. Financials Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 07 Feb 2026US$10.2tUS$3.3tUS$569.2b12.8x17.9x3.1x
Mon, 05 Jan 2026US$10.5tUS$3.2tUS$551.9b12.6x19.1x3.3x
Wed, 03 Dec 2025US$10.1tUS$3.2tUS$552.6b12.3x18.3x3.2x
Fri, 31 Oct 2025US$10.0tUS$3.1tUS$537.8b12.1x18.6x3.2x
Sun, 28 Sep 2025US$10.4tUS$3.3tUS$517.7b13x20.1x3.1x
Tue, 26 Aug 2025US$10.3tUS$3.3tUS$517.8b13x19.8x3.1x
Thu, 24 Jul 2025US$10.1tUS$3.0tUS$531.2b13.1x19x3.3x
Sat, 21 Jun 2025US$9.4tUS$3.0tUS$525.5b12.3x18x3.1x
Mon, 19 May 2025US$9.7tUS$3.0tUS$528.2b12.9x18.4x3.2x
Wed, 16 Apr 2025US$8.9tUS$3.0tUS$543.1b11.4x16.4x3x
Fri, 14 Mar 2025US$9.0tUS$3.0tUS$545.1b11.7x16.6x3x
Sun, 09 Feb 2025US$10.0tUS$3.0tUS$554.0b12.6x18x3.4x
Tue, 07 Jan 2025US$9.4tUS$2.9tUS$505.8b12.9x18.6x3.2x
Thu, 05 Dec 2024US$9.8tUS$2.9tUS$504.7b13.7x19.3x3.4x
Sat, 02 Nov 2024US$8.9tUS$2.9tUS$470.0b12.6x19x3.1x
Mon, 30 Sep 2024US$8.7tUS$2.8tUS$466.2b12.3x18.6x3.1x
Wed, 28 Aug 2024US$8.5tUS$2.8tUS$466.0b12.4x18.3x3x
Fri, 26 Jul 2024US$8.2tUS$2.8tUS$466.0b12.4x17.6x2.9x
Sun, 23 Jun 2024US$7.9tUS$2.8tUS$463.0b10.5x17x2.8x
Tue, 21 May 2024US$8.1tUS$2.8tUS$463.2b10.9x17.5x2.9x
Thu, 18 Apr 2024US$7.5tUS$2.7tUS$474.9b10.2x15.8x2.8x
Sat, 16 Mar 2024US$7.8tUS$2.7tUS$473.0b10.5x16.4x2.9x
Mon, 12 Feb 2024US$7.5tUS$2.7tUS$431.8b10.6x17.3x2.8x
Wed, 10 Jan 2024US$7.4tUS$2.7tUS$447.7b11.3x16.5x2.7x
Fri, 08 Dec 2023US$7.0tUS$2.7tUS$446.3b11x15.6x2.6x
Sun, 05 Nov 2023US$6.6tUS$2.7tUS$448.8b10.8x14.7x2.5x
Tue, 03 Oct 2023US$6.5tUS$2.7tUS$430.9b10.3x15.1x2.4x
Thu, 31 Aug 2023US$6.8tUS$2.7tUS$435.0b10.6x15.6x2.5x
Sat, 29 Jul 2023US$6.9tUS$2.6tUS$350.9b11.2x19.5x2.6x
Mon, 26 Jun 2023US$6.4tUS$2.6tUS$341.2b10.4x18.6x2.4x
Wed, 24 May 2023US$6.3tUS$2.6tUS$341.5b10.4x18.3x2.4x
Fri, 21 Apr 2023US$6.5tUS$2.6tUS$325.1b10.5x19.9x2.5x
Sun, 19 Mar 2023US$5.0tUS$2.4tUS$307.3b10.6x16.2x2.1x
Tue, 14 Feb 2023US$5.9tUS$2.4tUS$341.3b11.8x17.3x2.5x
Price to Earnings Ratio

17.3x


Total Market Cap: US$5.9tTotal Earnings: US$341.3bTotal Revenue: US$2.4tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Financials Sector Price to Earnings3Y Average 17.8x202420252026
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 17.8x.
  • The industry is trading close to its 3-year average PS ratio of 2.9x.
Past Earnings Growth
  • The earnings for companies in the Financials industry have grown 19% per year over the last three years.
  • Revenues for these companies have grown 11% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the U.S. Financials sector?

US Market-0.12%
Financials1.27%
Banks5.67%
Diversified Financial2.53%
Insurance1.63%
Consumer Finance0.53%
Mortgage Finance0%0
Mortgage REITs-0.27%
Capital Markets-4.25%
Industry PE
  • Investors are most optimistic about the Capital Markets industry, which is trading close to its 3-year average PE ratio of 25.7x.
    • Analysts are expecting annual earnings growth of 12.5%, which is lower than the prior year's growth of 15.2% per year.
  • Investors are most pessimistic about the Insurance industry, which is trading below its 3-year average of 18.5x.
Forecasted Growth
  • Analysts are most optimistic on the Mortgage REITs industry, expecting annual earnings growth of 21% over the next 5 years.
  • This is better than its past earnings decline of 4.8% per year.
  • In contrast, the Insurance industry is expected to see its earnings grow by 4.5% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
BRK.A Berkshire HathawayUS$762.57k5.5%
+US$57.6b		7.6%PE16.3x
JPM JPMorgan ChaseUS$322.405.4%
+US$44.5b		16.9%PB2.5x
BAC Bank of AmericaUS$56.536.3%
+US$24.0b		19.3%PB1.5x
V VisaUS$331.583.0%
+US$18.6b		-4.7%PE30.7x
C CitigroupUS$122.696.0%
+US$12.2b		50.1%PB1.1x

Latest News

CB
US$330.97
Chubb
7D
6.9%
1Y
22.5%
COIN
US$165.12
Coinbase Global
7D
-15.2%
1Y
-39.8%
KKR
US$103.20
KKR
7D
-9.7%
1Y
-30.6%
BAC
US$56.53
Bank of America
7D
6.3%
1Y
19.3%
SPGI
US$439.28
S&P Global
7D
-16.8%
1Y
-15.4%
C
US$122.69
Citigroup
7D
6.0%
1Y
50.1%
V
US$331.58
Visa
7D
3.0%
1Y
-4.7%

V: Stablecoin Settlement And Advisory Work Will Sustain Cross Border Network Moat

Our analyst price target for Visa has been trimmed by about US$1 to reflect a slightly lower fair value and P/E assumption, even as analysts highlight constructive views following recent upgrades and mixed target resets across the Street. Analyst Commentary Recent Street research on Visa reflects a mix of upbeat ratings shifts and recalibrated price targets, giving you a more balanced picture of how analysts are thinking about valuation, execution and growth prospects.
PYPL
US$40.42
PayPal Holdings
7D
-23.3%
1Y
-47.7%

PYPL: AI Commerce Partnerships And Buybacks Will Drive Future Reassessment

The analyst price target for PayPal Holdings has been revised from $105.86 to $79.19. This reflects analysts' updates to fair value, growth, profitability and future P/E assumptions following a broad wave of target cuts and rating changes across the Street.
BLK
US$1,056.38
BlackRock
7D
-5.6%
1Y
6.5%
JPM
US$322.40
JPMorgan Chase
7D
5.4%
1Y
16.9%

JPM: Premium Pricing Will Face Test From Credit And Regulatory Pressures

Analysts have nudged their price targets on JPMorgan Chase higher, citing continued best in class execution, refreshed earnings estimates, and support from factors like balance sheet growth, capital return capacity, and potential benefits from partnerships such as the Apple Card program transfer. Analyst Commentary Recent research has generally framed JPMorgan as a high quality bank with strong execution, but not all commentary is unqualifiedly positive.
HOOD
US$82.82
Robinhood Markets
7D
-16.7%
1Y
48.3%
BX
US$129.69
Blackstone
7D
-8.9%
1Y
-23.8%

Blackstone (NYSE:BX) Is Increasing Its Dividend To $1.49

Feb 02
Blackstone (NYSE:BX) Is Increasing Its Dividend To $1.49
WFC
US$93.97
Wells Fargo
7D
3.8%
1Y
16.5%
MA
US$548.74
Mastercard
7D
1.8%
1Y
-2.5%
MCO
US$452.49
Moody's
7D
-12.2%
1Y
-10.1%
BRK.A
US$762,569.63
Berkshire Hathaway
7D
5.5%
1Y
7.6%