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

U.S. Diversified Banks Industry Analysis

UpdatedMay 03, 2026
DataAggregated Company Financials
Companies20
  • 7D1.2%
  • 3M-1.8%
  • 1Y28.3%
  • YTDn/a

In the last week, the Diversified Banks industry is up 1.2%, with JPMorgan Chase up 1.4%. This takes the industry's 12 month performance to a gain of 28%. Looking forward, earnings are forecast to grow by 6.3% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 03 May 2026US$2.1tUS$533.8bUS$149.0b12.7x13.8x3.8x
Tue, 31 Mar 2026US$1.9tUS$520.2bUS$143.6b12.4x13x3.6x
Thu, 26 Feb 2026US$2.0tUS$519.1bUS$143.1b13.6x13.9x3.8x
Sat, 24 Jan 2026US$2.1tUS$522.0bUS$143.8b13.8x14.3x4x
Mon, 22 Dec 2025US$2.1tUS$511.6bUS$142.4b14.5x15x4.2x
Wed, 19 Nov 2025US$2.0tUS$511.6bUS$142.4b13.1x13.7x3.8x
Fri, 17 Oct 2025US$2.0tUS$508.9bUS$140.9b13x14.1x3.9x
Sun, 14 Sep 2025US$2.0tUS$497.8bUS$136.3b13.7x14.7x4x
Tue, 12 Aug 2025US$1.9tUS$497.3bUS$136.0b12.7x13.7x3.7x
Thu, 10 Jul 2025US$1.9tUS$499.1bUS$137.1b13.2x13.8x3.8x
Sat, 07 Jun 2025US$1.7tUS$498.9bUS$137.0b12x12.7x3.5x
Mon, 05 May 2025US$1.7tUS$498.5bUS$136.7b11.5x12.2x3.4x
Wed, 02 Apr 2025US$1.7tUS$494.9bUS$133.0b12x12.4x3.3x
Fri, 28 Feb 2025US$1.8tUS$494.6bUS$132.9b13x13.3x3.6x
Sun, 26 Jan 2025US$1.8tUS$494.5bUS$132.5b13.5x13.8x3.7x
Tue, 24 Dec 2024US$1.7tUS$486.3bUS$116.2b14.8x14.4x3.4x
Thu, 21 Nov 2024US$1.8tUS$486.3bUS$116.1b16.1x15.1x3.6x
Sat, 19 Oct 2024US$1.6tUS$482.9bUS$115.9b15x14x3.4x
Mon, 16 Sep 2024US$1.5tUS$486.6bUS$118.5b13.2x12.5x3x
Wed, 14 Aug 2024US$1.5tUS$484.7bUS$118.3b13.1x12.3x3x
Fri, 12 Jul 2024US$1.5tUS$472.9bUS$114.6b14x13.5x3.3x
Sun, 09 Jun 2024US$1.5tUS$478.7bUS$116.1b13x12.7x3.1x
Tue, 07 May 2024US$1.5tUS$476.2bUS$124.6b12.8x11.6x3x
Thu, 04 Apr 2024US$1.5tUS$475.0bUS$128.1b12.1x11.4x3.1x
Sat, 02 Mar 2024US$1.4tUS$475.0bUS$128.1b11.3x10.7x2.9x
Mon, 29 Jan 2024US$1.3tUS$473.3bUS$127.4b10.7x10.2x2.7x
Wed, 27 Dec 2023US$1.3tUS$473.2bUS$138.3b9.9x9.2x2.7x
Fri, 24 Nov 2023US$1.1tUS$473.1bUS$138.3b8.8x8.2x2.4x
Sun, 22 Oct 2023US$1.0tUS$470.6bUS$137.5b7.7x7.6x2.2x
Tue, 19 Sep 2023US$1.1tUS$461.2bUS$132.1b8.1x8.4x2.4x
Thu, 17 Aug 2023US$1.1tUS$461.1bUS$132.1b8.2x8.5x2.4x
Sat, 15 Jul 2023US$1.1tUS$459.6bUS$130.7b8.1x8.7x2.5x
Mon, 12 Jun 2023US$1.1tUS$448.9bUS$124.9b8.1x8.8x2.5x
Wed, 10 May 2023US$1.0tUS$448.5bUS$115.5b8x9x2.3x
Price to Earnings Ratio

9x


Total Market Cap: US$1.0tTotal Earnings: US$115.5bTotal Revenue: US$448.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Diversified Banks Industry Price to Earnings3Y Average 12.1x202420252026
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 13.8x which is higher than its 3-year average PE of 12.1x.
  • The 3-year average PS ratio of 3.2x 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 8.9% per year over the last three years.
  • Revenues for these companies have grown 6.0% 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 Market0.85%
Financials0.80%
Banks1.22%
Diversified Banks1.25%
Regional Banks1.15%
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
JPM JPMorgan ChaseUS$312.471.4%
+US$10.4b		23.7%PB2.4x
BAC Bank of AmericaUS$53.242.3%
+US$8.5b		29.6%PB1.4x
WFC Wells FargoUS$80.811.8%
+US$3.9b		9.5%PB1.5x
USB U.S. BancorpUS$56.301.3%
+US$1.1b		35.8%PB1.5x
FITB Fifth Third BancorpUS$50.431.6%
+US$697.5m		35.9%PB1.4x

Latest News

JPM
US$312.47
JPMorgan Chase
7D
1.4%
1Y
23.7%

JPM: Private Credit Discipline And ROTCE Focus Will Drive Future Upside

Analysts have nudged the fair value estimate for JPMorgan Chase slightly lower to about $389.92. Recent price target revisions, both higher and lower, reflect refreshed views on revenue growth prospects, profit margins, and a more conservative future P/E multiple.
WFC
US$80.81
Wells Fargo
7D
1.8%
1Y
9.5%
FITB
US$50.43
Fifth Third Bancorp
7D
1.6%
1Y
35.9%
C
US$127.44
Citigroup
7D
-0.4%
1Y
80.5%

C: AI Wealth Tools And Capital Actions Will Shape Balanced Outlook

Analysts have revised their price target on Citigroup to $142.50 from $132.18, citing updated assumptions around fair value, discount rate, revenue growth, profit margins and future P/E expectations. What's in the News Citi Wealth introduced Citi Sky, an always on AI powered tool built with Google Cloud and Google DeepMind technology.
FCNC.A
US$1,985.39
First Citizens BancShares
7D
2.8%
1Y
8.4%
BAC
US$53.24
Bank of America
7D
2.3%
1Y
29.6%

Bank of America Preferreds Pair Trade Idea

Apr 27
PNC
US$220.71
PNC Financial Services Group
7D
0.4%
1Y
33.3%

PNC: Confident Execution Outlook And Buybacks Will Shape Future Multiple

The analyst price target for PNC Financial Services Group has moved higher by about $7 to $253, as analysts factor in a slightly higher fair value estimate, a modestly adjusted discount rate, and updated assumptions for growth, margins, and future P/E following a mix of recent target increases and reductions across the Street. Analyst Commentary Street research on PNC Financial Services Group over the recent period shows a mix of higher and lower price targets, with several large firms adjusting their views.
USB
US$56.30
U.S. Bancorp
7D
1.3%
1Y
35.8%
KEY
US$21.87
KeyCorp
7D
1.1%
1Y
41.2%
BAP
US$321.97
Credicorp
7D
-0.5%
1Y
60.0%

BAP: Future Returns Will Rely On Dividend Policy And Board Leadership Decisions

Analysts have made a modest upward adjustment to their Credicorp price target, reflecting a slightly higher fair value at $353.99, along with small tweaks to the discount rate, revenue growth, profit margin, and forward P/E inputs. What's in the News A board meeting is scheduled for February 26, 2026, with agenda details yet to be disclosed.
AGBK
US$6.82
AGI
7D
-10.0%
1Y
n/a
NU
US$14.44
Nu Holdings
7D
-0.5%
1Y
16.0%

NU: US Bank Charter Progress Will Support Long-Term Earnings Potential

Analysts kept their average price target for Nu Holdings unchanged at $22.00. They made small adjustments to underlying assumptions such as revenue growth, profit margin, discount rate, and future P/E, which resulted in no change to the overall target.
INTR
US$7.52
Inter & Co
7D
-6.0%
1Y
14.6%

INTR: Upcoming Governance Changes And Investor Day Will Support Earnings Repricing

Analysts have trimmed their 12 month price target for Inter & Co to $12.50, citing updated assumptions that keep fair value steady at $12.50 while reflecting slightly revised views on the discount rate, revenue growth, profit margin, and future P/E. What's in the News Inter & Co scheduled its 2026 Annual General Meeting for April 29, 2026, to be held virtually and at the company offices, with shareholders of record as of March 23, 2026 invited to participate (company filing).