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U.S. Financials Sector Analysis

UpdatedAug 23, 2025
DataAggregated Company Financials
Companies1346
  • 7D2.1%
  • 3M8.6%
  • 1Y21.2%
  • YTD11.1%

The Financials industry has been flat over the last week, but Goldman Sachs Group has lost 4.2%. The past year has been better, since the industry has gained 20% in that time. Earnings are forecast to grow by 12% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 23 Aug 2025US$10.2tUS$3.3tUS$517.7b13.1x19.6x3.1x
Mon, 21 Jul 2025US$9.8tUS$3.0tUS$534.6b13.2x18.2x3.2x
Wed, 18 Jun 2025US$9.6tUS$3.0tUS$525.5b12.2x18.2x3.2x
Fri, 16 May 2025US$9.7tUS$3.0tUS$528.1b12.8x18.3x3.2x
Sun, 13 Apr 2025US$8.8tUS$3.0tUS$546.5b11.3x16.1x3x
Tue, 11 Mar 2025US$9.3tUS$3.0tUS$545.0b11.8x17.1x3.1x
Thu, 06 Feb 2025US$9.8tUS$2.9tUS$544.4b12.7x18.1x3.3x
Sat, 04 Jan 2025US$9.3tUS$2.9tUS$505.8b12.9x18.4x3.2x
Mon, 02 Dec 2024US$9.9tUS$2.9tUS$504.7b13.7x19.6x3.4x
Wed, 30 Oct 2024US$9.1tUS$2.9tUS$470.4b12.6x19.3x3.2x
Fri, 27 Sep 2024US$8.6tUS$2.8tUS$466.3b12.3x18.4x3x
Sun, 25 Aug 2024US$8.5tUS$2.8tUS$466.0b12.5x18.1x3x
Tue, 23 Jul 2024US$8.2tUS$2.8tUS$470.4b12x17.5x3x
Thu, 20 Jun 2024US$7.9tUS$2.8tUS$463.0b10.6x17x2.8x
Sat, 18 May 2024US$8.1tUS$2.7tUS$460.2b11x17.6x2.9x
Mon, 15 Apr 2024US$7.6tUS$2.7tUS$476.3b10.4x15.9x2.8x
Wed, 13 Mar 2024US$7.8tUS$2.7tUS$472.9b10.6x16.4x2.9x
Fri, 09 Feb 2024US$7.4tUS$2.7tUS$431.3b10.5x17.3x2.8x
Sun, 07 Jan 2024US$7.4tUS$2.7tUS$447.7b11.4x16.5x2.7x
Tue, 05 Dec 2023US$7.0tUS$2.7tUS$446.3b11x15.8x2.6x
Thu, 02 Nov 2023US$6.3tUS$2.7tUS$442.3b10.3x14.2x2.3x
Sat, 30 Sep 2023US$6.6tUS$2.7tUS$430.6b10.3x15.2x2.5x
Mon, 28 Aug 2023US$6.6tUS$2.7tUS$430.9b10.5x15.4x2.5x
Wed, 26 Jul 2023US$6.9tUS$2.7tUS$348.9b11x19.8x2.6x
Fri, 23 Jun 2023US$6.4tUS$2.6tUS$341.2b10.4x18.9x2.5x
Sun, 21 May 2023US$6.3tUS$2.6tUS$341.0b10.3x18.4x2.4x
Tue, 18 Apr 2023US$6.5tUS$2.6tUS$324.3b10.7x20x2.5x
Thu, 16 Mar 2023US$5.0tUS$2.4tUS$307.4b10.7x16.4x2.1x
Sat, 11 Feb 2023US$5.8tUS$2.4tUS$342.5b11.8x17x2.4x
Mon, 09 Jan 2023US$5.6tUS$2.4tUS$369.2b11.6x15.2x2.3x
Wed, 07 Dec 2022US$5.6tUS$2.4tUS$368.3b11.7x15.1x2.3x
Fri, 04 Nov 2022US$5.5tUS$2.4tUS$389.1b11.5x14.1x2.3x
Sun, 02 Oct 2022US$5.0tUS$2.4tUS$408.2b11x12.2x2.1x
Tue, 30 Aug 2022US$5.4tUS$2.4tUS$397.5b11.5x13.7x2.3x
Price to Earnings Ratio

13.7x


Total Market Cap: US$5.4tTotal Earnings: US$397.5bTotal Revenue: US$2.4tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Financials Sector Price to Earnings3Y Average 17.1x202320242025
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 19.7x which is higher than its 3-year average PE of 17.1x.
  • The 3-year average PS ratio of 2.8x is lower than the industry's current PS ratio of 3.1x.
Past Earnings Growth
  • The earnings for companies in the Financials industry have grown 9.2% per year over the last three years.
  • Revenues for these companies have grown 12% 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 Market0.45%
Financials2.11%
Consumer Finance3.61%
Banks3.58%
Insurance2.42%
Diversified Financial2.10%
Mortgage REITs2.06%
Capital Markets0.34%
Mortgage Finance0%0
Industry PE
  • Investors are most optimistic about the Capital Markets industry, which is trading close to its 3-year average PE ratio of 24.5x.
    • Analysts are expecting annual earnings growth of 13.4%, which is lower than the prior year's growth of 15.8% per year.
  • Investors are most pessimistic about the Banks industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 11.7x.
Forecasted Growth
  • Analysts are most optimistic on the Mortgage REITs industry, expecting annual earnings growth of 54% over the next 5 years.
  • This is better than its past earnings decline of 11% per year.
  • In contrast, the Banks industry is expected to see its earnings grow by 8.5% 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
BRK.A Berkshire HathawayUS$734.41k2.4%
+US$24.7b		7.9%PE16.8x
BAC Bank of AmericaUS$49.485.4%
+US$18.8b		24.4%PB1.3x
JPM JPMorgan ChaseUS$296.242.0%
+US$15.8b		35.7%PB2.4x
MA MastercardUS$598.963.0%
+US$15.6b		28.4%PE39.9x
V VisaUS$350.041.6%
+US$10.7b		30.9%PE33.6x

Latest News

V
US$350.04
Visa
7D
1.6%
1Y
30.9%
BX
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Blackstone
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1Y
22.4%
HOOD
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Robinhood Markets
7D
-4.2%
1Y
417.6%
BAC
US$49.48
Bank of America
7D
5.4%
1Y
24.4%

Bank of America (NYSE:BAC) Is Increasing Its Dividend To $0.28

Aug 20
Bank of America (NYSE:BAC) Is Increasing Its Dividend To $0.28
XP
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XP
7D
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1Y
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ARES
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Ares Management
7D
-3.6%
1Y
23.2%
BRK.A
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Berkshire Hathaway
7D
2.4%
1Y
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APO
US$134.20
Apollo Global Management
7D
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1Y
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AXP
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American Express
7D
4.5%
1Y
27.0%
JPM
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JPMorgan Chase
7D
2.0%
1Y
35.7%
CHYM
US$27.72
Chime Financial
7D
-5.7%
1Y
n/a
WFC
US$79.10
Wells Fargo
7D
2.6%
1Y
39.5%
CME
US$269.52
CME Group
7D
-1.6%
1Y
30.2%
MS
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Morgan Stanley
7D
2.3%
1Y
45.3%
MA
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Mastercard
7D
3.0%
1Y
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KSPI
US$92.54
Kaspi.kz
7D
-2.8%
1Y
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