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U.S. Diversified Banks Industry Analysis

UpdatedJan 29, 2026
DataAggregated Company Financials
Companies20
  • 7D0.2%
  • 3M3.2%
  • 1Y16.6%
  • YTDn/a

Over the last 7 days, the Diversified Banks industry has remained flat, although notably Nu Holdings gained 8.8%. As for the the longer term, the industry is up 17% over the past 12 months. Looking forward, earnings are forecast to grow by 6.9% annually.

Industry Valuation and Performance

Has the U.S. Diversified Banks Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 30 Jan 2026US$2.1tUS$522.2bUS$143.7b13.8x14.3x3.9x
Sun, 28 Dec 2025US$2.2tUS$511.6bUS$142.4b14.7x15.4x4.3x
Tue, 25 Nov 2025US$2.0tUS$511.6bUS$142.4b13.3x13.7x3.8x
Thu, 23 Oct 2025US$2.0tUS$510.7bUS$142.1b13x13.8x3.8x
Sat, 20 Sep 2025US$2.1tUS$497.8bUS$136.3b13.9x15.1x4.1x
Mon, 18 Aug 2025US$1.9tUS$497.8bUS$136.3b12.9x13.8x3.8x
Wed, 16 Jul 2025US$1.9tUS$499.0bUS$137.0b13.3x14x3.8x
Fri, 13 Jun 2025US$1.8tUS$499.0bUS$137.0b12x12.9x3.6x
Sun, 11 May 2025US$1.7tUS$498.4bUS$136.7b11.3x12.3x3.4x
Tue, 08 Apr 2025US$1.4tUS$494.8bUS$132.9b10.5x10.6x2.8x
Thu, 06 Mar 2025US$1.7tUS$494.9bUS$133.0b12.4x12.7x3.4x
Sat, 01 Feb 2025US$1.8tUS$494.5bUS$132.7b13.3x13.9x3.7x
Mon, 30 Dec 2024US$1.7tUS$486.3bUS$116.2b14.9x14.6x3.5x
Wed, 27 Nov 2024US$1.8tUS$486.3bUS$116.2b16.7x15.6x3.7x
Fri, 25 Oct 2024US$1.6tUS$482.9bUS$115.8b14.9x14x3.3x
Sun, 22 Sep 2024US$1.5tUS$486.6bUS$118.5b13.7x13x3.2x
Tue, 20 Aug 2024US$1.5tUS$485.4bUS$118.5b13.5x12.8x3.1x
Thu, 18 Jul 2024US$1.6tUS$484.9bUS$118.1b15x13.4x3.3x
Sat, 15 Jun 2024US$1.4tUS$478.7bUS$116.1b12.8x12.4x3x
Mon, 13 May 2024US$1.5tUS$478.2bUS$115.9b13x12.8x3.1x
Wed, 10 Apr 2024US$1.5tUS$475.0bUS$128.1b12.2x11.4x3.1x
Fri, 08 Mar 2024US$1.4tUS$475.0bUS$128.1b11.5x11x3x
Sun, 04 Feb 2024US$1.3tUS$473.3bUS$127.4b10.6x10.2x2.7x
Tue, 02 Jan 2024US$1.3tUS$473.2bUS$138.3b9.9x9.3x2.7x
Thu, 30 Nov 2023US$1.1tUS$473.1bUS$138.3b9x8.2x2.4x
Sat, 28 Oct 2023US$1.0tUS$471.8bUS$138.0b7.7x7.3x2.1x
Mon, 25 Sep 2023US$1.1tUS$461.2bUS$132.1b7.8x8.1x2.3x
Wed, 23 Aug 2023US$1.1tUS$461.2bUS$132.1b8x8.2x2.4x
Fri, 21 Jul 2023US$1.2tUS$459.3bUS$131.4b8.6x9.1x2.6x
Sun, 18 Jun 2023US$1.1tUS$448.9bUS$124.9b8.2x8.9x2.5x
Tue, 16 May 2023US$1.0tUS$448.4bUS$124.7b7.7x8.3x2.3x
Thu, 13 Apr 2023US$1.0tUS$435.4bUS$108.0b8.4x9.5x2.4x
Sat, 11 Mar 2023US$983.0bUS$386.9bUS$94.5b10.1x10.4x2.5x
Mon, 06 Feb 2023US$1.1tUS$386.4bUS$94.5b11.1x11.6x2.8x
Price to Earnings Ratio

11.6x


Total Market Cap: US$1.1tTotal Earnings: US$94.5bTotal Revenue: US$386.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Diversified Banks Industry Price to Earnings3Y Average 11.8x202420252026
Current Industry PE
  • Investors are optimistic on the American Diversified Banks industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 14.3x which is higher than its 3-year average PE of 11.8x.
  • The 3-year average PS ratio of 3.1x is lower than the industry's current PS ratio of 3.9x.
Past Earnings Growth
  • The earnings for companies in the Diversified Banks industry have grown 15% 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 Comparison

How does U.S. Diversified Banks compare with similar industries?

US Market0.90%
Financials-1.07%
Banks-0.61%
Diversified Banks0.20%
Regional Banks-2.88%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
WFC Wells FargoUS$90.643.0%
+US$8.0b		15.0%PB1.7x
JPM JPMorgan ChaseUS$306.420.9%
+US$7.5b		14.2%PB2.4x
BAC Bank of AmericaUS$53.081.2%
+US$4.5b		13.6%PB1.4x
NU Nu HoldingsUS$18.764.2%
+US$3.7b		39.6%PB8.6x
BAP CredicorpUS$365.427.3%
+US$2.0b		97.3%PB2.7x

Latest News

NU
US$18.76
Nu Holdings
7D
4.2%
1Y
39.6%
JPM
US$306.42
JPMorgan Chase
7D
0.9%
1Y
14.2%
C
US$115.20
Citigroup
7D
-0.4%
1Y
40.7%
CMA
US$92.86
Comerica
7D
-2.2%
1Y
37.9%
USB
US$56.33
U.S. Bancorp
7D
0.3%
1Y
17.4%
WFC
US$90.64
Wells Fargo
7D
3.0%
1Y
15.0%
INTR
US$9.82
Inter & Co
7D
7.9%
1Y
86.7%
BAC
US$53.08
Bank of America
7D
1.2%
1Y
13.6%

BAC: Net Interest Income And Expense Discipline Will Support Future Capital Returns

Analysts have trimmed our Bank of America fair value estimate by about US$0.20 per share to US$62.29, reflecting slightly higher discount rate assumptions, more cautious revenue growth inputs, modestly higher profit margins, and a lower forward P/E in line with the recent mix of reduced and reiterated price targets across the Street. Analyst Commentary Street research on Bank of America has been mixed recently, with several firms cutting price targets while others initiated or reiterated constructive views and, in some cases, raised targets.
FCNC.A
US$2,032.76
First Citizens BancShares
7D
-7.7%
1Y
-8.4%

FCNC.A: 2026 Roadmap Execution And Net Interest Income Trends Will Drive Upside

Analysts trimmed their price target on First Citizens BancShares by about $66, reflecting slightly higher discount rate assumptions and a lower future P/E multiple, even as they incorporate modestly stronger revenue growth and profit margin expectations supported by recent research updates across the Street. Analyst Commentary Street research on First Citizens BancShares is mixed, with some firms lifting targets while others pull back, often on the same set of fundamental drivers.
PNC
US$224.46
PNC Financial Services Group
7D
1.1%
1Y
11.1%

PNC: Higher Earnings Power And FirstBank Deal May Support Rerating

Analysts lifted their fair value estimate for PNC Financial Services Group by about $9.81 to $245.93, citing updated assumptions for modestly higher revenue growth and profit margins, along with a slightly lower discount rate and a recalibrated future P/E multiple in line with recent Street price target increases from firms including TD Cowen, HSBC and Evercore ISI. Analyst Commentary Recent Street research on PNC Financial Services Group centers on a series of higher price targets, updated earnings assumptions, and differing views on how quickly regional banks might regain favor with investors.
FITB
US$49.79
Fifth Third Bancorp
7D
-2.2%
1Y
11.9%

FITB: Comerica Merger Expected To Unlock Best In Class Profitability

Analysts have lifted their blended fair value estimate for Fifth Third Bancorp by about US$1.91 per share to US$56.62, citing higher Street price targets, expectations for best in class profitability, and potential benefits from the Comerica acquisition and broader regional bank re-rating. Analyst Commentary Recent research activity around Fifth Third Bancorp has centered on the raised price targets, the planned Comerica acquisition, and expectations for profitability and capital return.
BAP
US$365.42
Credicorp
7D
7.3%
1Y
97.3%

BAP: Stable Outlook Will Rely On Digital Progress And Steady Profitability

Analysts have nudged their price target on Credicorp higher to about US$314 from roughly US$301, citing updated model inputs around revenue growth, profit margins and future P/E assumptions that slightly shift the valuation range. What's in the News Tenpo, Credicorp's digital banking subsidiary in Chile, received operating authorization from the Comisión para el Mercado Financiero, the country's financial markets regulator (Key Developments).