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U.S. Banks Industry Analysis

UpdatedAug 28, 2026
DataAggregated Company Financials
Companies617
  • 7D0.5%
  • 3M12.7%
  • 1Y17.1%
  • YTD8.0%

Over the last 7 days, the Banks industry has remained flat. The past year has been better, since the industry has gained 17% in that time. Earnings are forecast to grow by 7.0% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 28 Aug 2026US$3.0tUS$759.4bUS$219.6b11.8x13.8x4x
Sun, 26 Jul 2026US$3.1tUS$759.8bUS$219.8b11.9x13.9x4x
Tue, 23 Jun 2026US$2.9tUS$729.1bUS$205.1b11.9x14.2x4x
Thu, 21 May 2026US$2.7tUS$728.7bUS$205.0b11.4x12.9x3.6x
Sat, 18 Apr 2026US$2.8tUS$719.6bUS$201.4b11.9x13.8x3.9x
Mon, 16 Mar 2026US$2.5tUS$707.1bUS$195.5b11.2x12.9x3.6x
Wed, 11 Feb 2026US$2.9tUS$706.1bUS$195.4b11.9x15.1x4.2x
Fri, 09 Jan 2026US$2.9tUS$693.7bUS$191.7b11.9x15x4.2x
Sun, 07 Dec 2025US$2.8tUS$695.8bUS$192.3b11.6x14.3x4x
Tue, 04 Nov 2025US$2.6tUS$695.4bUS$192.1b11x13.8x3.8x
Thu, 02 Oct 2025US$2.7tUS$678.0bUS$184.0b11.8x14.7x4x
Sat, 30 Aug 2025US$2.7tUS$678.7bUS$184.0b11.8x14.5x3.9x
Mon, 28 Jul 2025US$2.6tUS$677.5bUS$183.4b11.4x14.2x3.8x
Wed, 25 Jun 2025US$2.5tUS$668.9bUS$177.1b11.3x13.9x3.7x
Fri, 23 May 2025US$2.3tUS$668.5bUS$177.0b11.2x13x3.5x
Sun, 20 Apr 2025US$2.1tUS$666.5bUS$176.3b10.7x11.7x3.1x
Tue, 18 Mar 2025US$2.2tUS$662.8bUS$171.9b11.2x12.8x3.3x
Thu, 13 Feb 2025US$2.5tUS$662.0bUS$171.5b12x14.8x3.8x
Sat, 11 Jan 2025US$2.4tUS$654.4bUS$143.4b11.9x16.4x3.6x
Mon, 09 Dec 2024US$2.5tUS$655.1bUS$143.0b13.1x17.2x3.8x
Wed, 06 Nov 2024US$2.2tUS$654.1bUS$142.6b11.8x15.4x3.4x
Fri, 04 Oct 2024US$2.1tUS$654.4bUS$145.7b11.3x14.3x3.2x
Sun, 01 Sep 2024US$2.2tUS$653.0bUS$145.7b11.8x15.1x3.4x
Tue, 30 Jul 2024US$2.2tUS$652.6bUS$145.5b11.5x15x3.3x
Thu, 27 Jun 2024US$2.0tUS$655.4bUS$151.1b9.7x13x3x
Sat, 25 May 2024US$2.0tUS$655.5bUS$151.2b9.8x13.1x3x
Mon, 22 Apr 2024US$1.9tUS$654.1bUS$161.6b9.4x11.8x2.9x
Wed, 20 Mar 2024US$1.9tUS$654.2bUS$166.3b9.4x11.6x2.9x
Fri, 16 Feb 2024US$1.8tUS$652.8bUS$168.4b9.6x10.7x2.8x
Sun, 14 Jan 2024US$1.8tUS$668.9bUS$196.4b9.1x9.2x2.7x
Tue, 12 Dec 2023US$1.7tUS$667.9bUS$195.5b9x8.8x2.6x
Thu, 09 Nov 2023US$1.5tUS$666.8bUS$195.2b8.2x7.9x2.3x
Sat, 07 Oct 2023US$1.5tUS$656.7bUS$191.6b7.8x7.8x2.3x
Mon, 04 Sep 2023US$1.6tUS$656.8bUS$191.7b8.3x8.3x2.4x
Price to Earnings Ratio

8.3x


Total Market Cap: US$1.6tTotal Earnings: US$191.7bTotal Revenue: US$656.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Banks Industry Price to Earnings3Y Average 13.1x202420252026
Current Industry PE
  • Investors are relatively neutral on the American Banks 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 13.1x.
  • The 3-year average PS ratio of 3.4x is lower than the industry's current PS ratio of 4.0x.
Past Earnings Growth
  • The earnings for companies in the Banks industry have grown 4.6% per year over the last three years.
  • Revenues for these companies have grown 5.0% 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 industry?

US Market1.16%
Financials1.79%
Banks0.48%
Diversified Banks0.76%
Regional Banks-0.36%
Industry PE
  • Investors are most optimistic about the Diversified Banks industry which is trading above its 3-year average PE ratio of 12.7x.
    • Analysts are expecting annual earnings growth of 5.0%, which is lower than the prior year's growth of 17.9% per year.
  • Investors are most pessimistic about the Regional Banks industry, which is trading below its 3-year average of 14.8x.
Forecasted Growth
  • Analysts are most optimistic on the Regional Banks industry, expecting annual earnings growth of 14% over the next 5 years.
  • However this is lower than its past earnings growth rate of 25% per year.
  • In contrast, the Diversified Banks industry is expected to see its earnings grow by 5.0% 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$354.220.8%
+US$7.1b		17.7%PB2.7x
C CitigroupUS$132.682.3%
+US$5.0b		37.0%PB1.2x
WFC Wells FargoUS$84.971.5%
+US$3.8b		3.6%PB1.6x
NU Nu HoldingsUS$14.884.7%
+US$3.2b		0.7%PB5.4x
USB U.S. BancorpUS$62.401.0%
+US$966.0m		28.2%PB1.6x

Latest News

WFC
US$84.97
Wells Fargo
7D
1.5%
1Y
3.6%
BAC
US$61.17
Bank of America
7D
-1.1%
1Y
21.2%
C
US$132.68
Citigroup
7D
2.3%
1Y
37.0%
JPM
US$354.22
JPMorgan Chase
7D
0.8%
1Y
17.7%
PNC
US$243.51
PNC Financial Services Group
7D
0.8%
1Y
18.4%
FITB
US$54.85
Fifth Third Bancorp
7D
0.6%
1Y
20.3%
PNFP
US$100.98
Pinnacle Financial Partners
7D
-1.0%
1Y
4.3%
USB
US$62.40
U.S. Bancorp
7D
1.0%
1Y
28.2%
CFR
US$161.39
Cullen/Frost Bankers
7D
-2.1%
1Y
23.3%
BAP
US$373.20
Credicorp
7D
0.8%
1Y
45.7%
Narrative Update • Aug 22

BAP: Softer Revenue Outlook Will Sustain Elevated Overvaluation Risk

Analysts have slightly reduced their price target for Credicorp to $289.68 from $299.15, as modest adjustments to revenue growth assumptions, discount rate and future P/E, alongside an unchanged view on profit margins, result in a lower fair value estimate. What's in the News No recent Credicorp specific news items, periodical articles or key developments were provided in the source data.
NU
US$14.88
Nu Holdings
7D
4.7%
1Y
0.7%
FFIN
US$33.07
First Financial Bankshares
7D
-3.4%
1Y
-11.5%
HBAN
US$16.86
Huntington Bancshares
7D
-0.9%
1Y
-5.3%
HOMB
US$29.67
Home BancShares
7D
-1.7%
1Y
-0.3%
FHN
US$24.42
First Horizon
7D
-1.1%
1Y
7.6%
CBSH
US$58.05
Commerce Bancshares
7D
-1.3%
1Y
-1.7%