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U.S. Financials Sector Analysis

UpdatedNov 30, 2022
DataAggregated Company Financials
Companies1722
  • 7D-0.3%
  • 3M6.4%
  • 1Y-9.5%
  • YTD-12.4%

The Financials industry has stayed flat over the last week. Unfortunately though, the industry is down 9.5% over the past 12 months. Looking forward, earnings are forecast to grow by 23% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 30 Nov 2022US$5.7tUS$2.4tUS$369.1b11.8x15.5x2.4x
Fri, 28 Oct 2022US$5.4tUS$2.4tUS$392.3b11.5x13.8x2.3x
Sun, 25 Sep 2022US$5.1tUS$2.4tUS$408.5b11.3x12.5x2.1x
Tue, 23 Aug 2022US$5.6tUS$2.4tUS$401.2b11.7x13.9x2.3x
Thu, 21 Jul 2022US$5.4tUS$2.4tUS$496.9b11.3x10.9x2.3x
Sat, 18 Jun 2022US$5.1tUS$2.4tUS$513.5b10.5x9.9x2.1x
Mon, 16 May 2022US$5.6tUS$2.4tUS$515.7b11.6x10.8x2.3x
Wed, 13 Apr 2022US$6.2tUS$2.4tUS$554.4b11.7x11.2x2.5x
Fri, 11 Mar 2022US$6.3tUS$2.5tUS$555.5b10.7x11.3x2.5x
Sun, 06 Feb 2022US$6.8tUS$2.4tUS$548.4b11x12.3x2.8x
Tue, 04 Jan 2022US$6.8tUS$2.4tUS$542.1b11x12.5x2.8x
Thu, 02 Dec 2021US$6.5tUS$2.4tUS$542.5b10.6x12x2.7x
Sat, 30 Oct 2021US$7.0tUS$2.4tUS$557.2b11x12.6x2.9x
Mon, 27 Sep 2021US$6.4tUS$2.3tUS$541.3b11x11.9x2.8x
Wed, 25 Aug 2021US$6.3tUS$2.3tUS$539.0b11x11.7x2.7x
Thu, 01 Jul 2021US$6.1tUS$2.3tUS$536.8b10.9x11.4x2.6x
Sun, 04 Apr 2021US$5.6tUS$2.2tUS$436.2b11.5x12.8x2.6x
Wed, 06 Jan 2021US$4.8tUS$2.0tUS$264.2b11.7x18.1x2.4x
Sat, 10 Oct 2020US$3.8tUS$1.9tUS$241.7b10.2x15.6x2x
Fri, 03 Jul 2020US$3.7tUS$1.9tUS$225.9b10.8x16.3x1.9x
Mon, 06 Apr 2020US$3.3tUS$2.0tUS$276.0b10x11.8x1.7x
Thu, 09 Jan 2020US$4.9tUS$2.0tUS$403.7b13.2x12.1x2.4x
Price to Earnings Ratio

14.2x


Total Market Cap: US$4.7tTotal Earnings: US$333.5bTotal Revenue: US$2.0tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Financials Sector Price to Earnings3Y Average 13.5x202020212022
Current Industry PE
  • Investors are optimistic on the American Financials industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 15.5x which is higher than its 3-year average PE of 13.5x.
  • The industry is trading close to its 3-year average PS ratio of 2.4x.
Past Earnings Growth
  • The earnings for companies in the Financials industry have grown 3.4% per year over the last three years.
  • Revenues for these companies have grown 7.3% 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-0.94%
Financials-0.31%
Mortgage Finance1.20%
Consumer Finance0.31%
Mortgage REITs0.27%
Insurance0.17%
Diversified Financial-0.23%
Banks-0.37%
Capital Markets-0.76%
Industry PE
  • Investors are most optimistic about the Diversified Financial industry which is trading above its 3-year average PE ratio of 14.3x.
    • Analysts are expecting annual earnings growth of 92.8%, which is higher than its past year's earnings decline of 16.3% per year.
  • Investors are most pessimistic about the Mortgage REITs industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average.
Forecasted Growth
  • Analysts are most optimistic on the Diversified Financial industry, expecting annual earnings growth of 93% over the next 5 years.
  • This is better than its past earnings decline of 16% per year.
  • In contrast, the Consumer Finance industry is expected to see its earnings grow by 2.7% 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
JPM JPMorgan ChaseUS$136.561.1%
+US$4.5b
-14.0%PB1.6x
MS Morgan StanleyUS$91.081.6%
+US$2.4b
-3.9%PE12.8x
WFC Wells FargoUS$47.571.0%
+US$1.8b
-0.4%PB1.2x
CB ChubbUS$216.681.7%
+US$1.5b
20.7%PE14.6x
USB U.S. BancorpUS$44.591.5%
+US$1.0b
-19.4%PB1.6x
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Latest News

BLK

US$714.00

BlackRock

7D

-2.7%

1Y

-21.1%

RJF

US$115.37

Raymond James Financial

7D

-6.6%

1Y

17.4%

MS

US$91.08

Morgan Stanley

7D

1.6%

1Y

-3.9%

LPLA

US$239.91

LPL Financial Holdings

7D

3.6%

1Y

52.2%

BAC

US$37.00

Bank of America

7D

-1.3%

1Y

-16.8%

USB

US$44.59

U.S. Bancorp

7D

1.5%

1Y

-19.4%

SCHW

US$80.39

Charles Schwab

7D

-1.1%

1Y

3.9%

MSCI

US$486.32

MSCI

7D

-3.3%

1Y

-22.7%

APO

US$65.85

Apollo Global Management

7D

1.7%

1Y

-7.0%

CB

US$216.68

Chubb

7D

1.7%

1Y

20.7%

SPGI

US$347.14

S&P Global

7D

-1.5%

1Y

-23.8%