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U.S. Financials Sector Analysis

UpdatedMay 12, 2026
DataAggregated Company Financials
Companies1410
  • 7D-0.5%
  • 3M-4.4%
  • 1Y1.9%
  • YTD-6.2%

In the last week, Financials has been flat. As for the the longer term, the industry is up 4.7% over the past 12 months. As for the next few years, earnings are expected to grow by 9.1% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 12 May 2026US$9.8tUS$3.4tUS$596.8b12.6x16.5x2.9x
Thu, 09 Apr 2026US$9.5tUS$3.3tUS$562.7b13.1x16.9x2.9x
Sat, 07 Mar 2026US$9.8tUS$3.3tUS$562.6b11.9x17.4x3x
Mon, 02 Feb 2026US$10.3tUS$3.2tUS$567.0b12.4x18.1x3.2x
Wed, 31 Dec 2025US$10.6tUS$3.2tUS$552.7b12.7x19.2x3.4x
Fri, 28 Nov 2025US$10.2tUS$3.2tUS$552.7b12.3x18.4x3.2x
Sun, 26 Oct 2025US$10.1tUS$3.1tUS$534.9b12.3x18.9x3.2x
Tue, 23 Sep 2025US$10.5tUS$3.3tUS$517.8b13x20.3x3.2x
Thu, 21 Aug 2025US$10.1tUS$3.3tUS$517.5b12.7x19.6x3.1x
Sat, 19 Jul 2025US$10.2tUS$3.0tUS$528.6b13.2x19.4x3.4x
Mon, 16 Jun 2025US$9.4tUS$3.0tUS$525.2b12.3x18x3.1x
Wed, 14 May 2025US$9.6tUS$3.0tUS$527.8b12.7x18.2x3.2x
Fri, 11 Apr 2025US$8.9tUS$3.0tUS$545.2b11.2x16.4x3x
Sun, 09 Mar 2025US$9.3tUS$3.0tUS$545.1b12.1x17.1x3.1x
Tue, 04 Feb 2025US$9.9tUS$3.0tUS$547.2b12.5x18.1x3.3x
Thu, 02 Jan 2025US$9.3tUS$2.9tUS$505.4b13x18.4x3.2x
Sat, 30 Nov 2024US$9.9tUS$2.9tUS$504.7b13.7x19.6x3.4x
Mon, 28 Oct 2024US$9.0tUS$2.9tUS$471.1b12.5x19x3.1x
Wed, 25 Sep 2024US$8.7tUS$2.8tUS$466.2b12.4x18.7x3.1x
Fri, 23 Aug 2024US$8.4tUS$2.8tUS$465.9b12.2x18x3x
Sun, 21 Jul 2024US$8.2tUS$2.8tUS$470.6b11.8x17.5x3x
Tue, 18 Jun 2024US$7.7tUS$2.8tUS$463.1b10.6x16.7x2.8x
Thu, 16 May 2024US$7.8tUS$2.8tUS$463.1b10.9x16.8x2.8x
Sat, 13 Apr 2024US$7.7tUS$2.7tUS$477.6b10.5x16.1x2.8x
Mon, 11 Mar 2024US$7.8tUS$2.7tUS$472.9b10.7x16.4x2.9x
Wed, 07 Feb 2024US$7.4tUS$2.7tUS$421.3b10.5x17.5x2.8x
Fri, 05 Jan 2024US$7.4tUS$2.7tUS$447.7b11.4x16.4x2.7x
Sun, 03 Dec 2023US$7.0tUS$2.7tUS$445.0b10.9x15.8x2.6x
Tue, 31 Oct 2023US$6.2tUS$2.7tUS$441.4b10.1x14.1x2.3x
Thu, 28 Sep 2023US$6.5tUS$2.7tUS$430.7b10.2x15.1x2.4x
Sat, 26 Aug 2023US$6.6tUS$2.7tUS$430.9b10.5x15.4x2.5x
Mon, 24 Jul 2023US$6.9tUS$2.6tUS$348.6b11x19.7x2.6x
Wed, 21 Jun 2023US$6.5tUS$2.6tUS$341.2b10.6x18.9x2.5x
Fri, 19 May 2023US$6.3tUS$2.6tUS$341.2b10.4x18.5x2.4x
Price to Earnings Ratio

18.5x


Total Market Cap: US$6.3tTotal Earnings: US$341.2bTotal Revenue: US$2.6tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Financials Sector Price to Earnings3Y Average 17.7x202420252026
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 17.7x.
  • The industry is trading close to its 3-year average PS ratio of 3.0x.
Past Earnings Growth
  • The earnings for companies in the Financials industry have grown 21% per year over the last three years.
  • Revenues for these companies have grown 9.1% 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 Market2.58%
Financials-0.47%
Capital Markets1.00%
Mortgage Finance0%0
Diversified Financial-0.03%
Mortgage REITs-0.55%
Insurance-0.72%
Banks-1.88%
Consumer Finance-2.14%
Industry PE
  • Investors are most optimistic about the Capital Markets industry, which is trading close to its 3-year average PE ratio of 25.8x.
    • Analysts are expecting annual earnings growth of 11.9%, which is lower than the prior year's growth of 26.9% per year.
  • Investors are most pessimistic about the Insurance industry, which is trading below its 3-year average of 17.7x.
Forecasted Growth
  • Analysts are most optimistic on the Mortgage REITs industry, expecting annual earnings growth of 25% over the next 5 years.
  • This is better than its past earnings growth rate of 4.2% per year.
  • In contrast, the Insurance 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?

CompanyLast Price7D1YValuation
BRK.A Berkshire HathawayUS$721.00k2.6%
+US$26.2b		-6.6%PE14.3x
GS Goldman Sachs GroupUS$944.864.6%
+US$12.8b		59.8%PE17x
PS Pershing SquareUS$52.0952.3%
+US$7.2b		n/aPE83.4x
BLK BlackRockUS$1.08k2.8%
+US$4.4b		12.9%PE26.8x
MS Morgan StanleyUS$191.101.6%
+US$4.4b		50.4%PE17.2x

Latest News

MA
US$497.81
Mastercard
7D
-1.4%
1Y
-13.9%
HOOD
US$80.78
Robinhood Markets
7D
4.9%
1Y
29.1%
BRK.A
US$720,999.99
Berkshire Hathaway
7D
2.6%
1Y
-6.6%
PYPL
US$45.07
PayPal Holdings
7D
-10.6%
1Y
-37.7%
COIN
US$216.60
Coinbase Global
7D
6.7%
1Y
4.5%
V
US$323.86
Visa
7D
-0.9%
1Y
-9.0%
RKT
US$14.83
Rocket Companies
7D
5.9%
1Y
27.1%
COF
US$183.93
Capital One Financial
7D
-3.2%
1Y
-8.0%
BAC
US$50.55
Bank of America
7D
-3.1%
1Y
16.6%
Narrative Update • May 10

BAC: Private Credit Expansion Will Support Future Returns Despite Mixed Street Signals

Bank of America's analyst fair value estimate edges up to $62.98 from $62.72, as analysts factor in slightly higher revenue growth and adjust P/E and discount rate assumptions in light of mixed but active recent price target moves across the Street. Analyst Commentary Recent Street research around Bank of America shows both optimism and caution, with several firms adjusting price targets in different directions and a few changing their overall stance on the stock.
BLK
US$1,081.32
BlackRock
7D
2.8%
1Y
12.9%
WFC
US$73.58
Wells Fargo
7D
-7.1%
1Y
-1.7%
JPM
US$300.00
JPMorgan Chase
7D
-2.5%
1Y
15.4%
MS
US$191.10
Morgan Stanley
7D
1.6%
1Y
50.4%
GS
US$944.86
Goldman Sachs Group
7D
4.6%
1Y
59.8%
Narrative Update • May 07

GS: Future Buybacks And AI Push Will Sustain An Overstretched Earnings Multiple

Analysts have modestly raised their fair value estimate for Goldman Sachs Group to $743.84 from $726.27, citing updated assumptions for discount rate, revenue growth, profit margin and future P/E that refine, rather than overhaul, their longer term outlook for the stock. What's in the News Anthropic, Blackstone, Hellman & Friedman and Goldman Sachs formed a new AI focused enterprise services firm that will work with companies to integrate the Claude model into core operations, backed by a consortium of large alternative asset managers with access to hundreds of portfolio companies (Key Developments).
SCHW
US$87.83
Charles Schwab
7D
-4.0%
1Y
2.9%
PS
US$52.09
Pershing Square
7D
52.3%
1Y
n/a