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

U.S. Financials Sector Analysis

UpdatedMay 19, 2026
DataAggregated Company Financials
Companies1411
  • 7D0.5%
  • 3M-1.2%
  • 1Y1.3%
  • YTD-5.6%

Over the last 7 days, the Financials industry has remained flat, although notably Coinbase Global declined by 13%. Furthermore, the industry has been flat for the past year as well. Looking forward, earnings are forecast to grow by 8.9% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 19 May 2026US$9.8tUS$3.4tUS$597.3b12.5x16.3x2.9x
Thu, 16 Apr 2026US$9.9tUS$3.3tUS$567.0b13.3x17.5x3x
Sat, 14 Mar 2026US$9.3tUS$3.3tUS$563.3b11.8x16.5x2.8x
Mon, 09 Feb 2026US$10.4tUS$3.3tUS$569.1b12.8x18.2x3.2x
Wed, 07 Jan 2026US$10.8tUS$3.2tUS$552.0b12.8x19.5x3.4x
Fri, 05 Dec 2025US$10.3tUS$3.2tUS$552.6b12.5x18.6x3.3x
Sun, 02 Nov 2025US$10.0tUS$3.1tUS$542.7b12x18.5x3.2x
Tue, 30 Sep 2025US$10.4tUS$3.3tUS$517.8b12.9x20.2x3.1x
Thu, 28 Aug 2025US$10.3tUS$3.3tUS$517.9b13.1x20x3.1x
Sat, 26 Jul 2025US$10.2tUS$3.0tUS$532.9b12.9x19.1x3.4x
Mon, 23 Jun 2025US$9.5tUS$3.0tUS$525.5b12.3x18x3.1x
Wed, 21 May 2025US$9.7tUS$3.0tUS$523.7b12.8x18.6x3.2x
Fri, 18 Apr 2025US$8.8tUS$3.0tUS$549.8b11.3x16x3x
Sun, 16 Mar 2025US$9.2tUS$3.0tUS$545.1b12x16.9x3.1x
Tue, 11 Feb 2025US$10.0tUS$3.0tUS$553.4b12.7x18x3.4x
Thu, 09 Jan 2025US$9.3tUS$2.9tUS$505.7b12.7x18.4x3.2x
Sat, 07 Dec 2024US$9.7tUS$2.9tUS$504.7b13.6x19.3x3.3x
Mon, 04 Nov 2024US$8.9tUS$2.9tUS$472.6b12.6x18.9x3.1x
Wed, 02 Oct 2024US$8.7tUS$2.8tUS$466.4b12.2x18.6x3.1x
Fri, 30 Aug 2024US$8.6tUS$2.8tUS$465.9b12.5x18.4x3x
Sun, 28 Jul 2024US$8.4tUS$2.8tUS$467.8b12.5x17.9x3x
Tue, 25 Jun 2024US$7.9tUS$2.8tUS$463.0b10.6x17x2.8x
Thu, 23 May 2024US$8.1tUS$2.8tUS$463.1b11x17.5x2.9x
Sat, 20 Apr 2024US$7.6tUS$2.7tUS$474.3b10.4x16.1x2.8x
Mon, 18 Mar 2024US$7.8tUS$2.7tUS$473.0b10.5x16.4x2.9x
Wed, 14 Feb 2024US$7.4tUS$2.7tUS$433.8b10.4x17.1x2.7x
Fri, 12 Jan 2024US$7.4tUS$2.7tUS$447.7b11.2x16.6x2.7x
Sun, 10 Dec 2023US$6.9tUS$2.7tUS$446.6b11x15.4x2.6x
Tue, 07 Nov 2023US$6.6tUS$2.7tUS$437.4b10.7x15x2.4x
Thu, 05 Oct 2023US$6.5tUS$2.7tUS$430.9b10.2x15x2.4x
Sat, 02 Sep 2023US$6.8tUS$2.7tUS$435.0b10.7x15.7x2.6x
Mon, 31 Jul 2023US$6.9tUS$2.6tUS$351.1b11.3x19.6x2.6x
Wed, 28 Jun 2023US$6.4tUS$2.6tUS$341.2b10.4x18.8x2.5x
Fri, 26 May 2023US$6.2tUS$2.6tUS$341.5b10.3x18.1x2.4x
Price to Earnings Ratio

18.1x


Total Market Cap: US$6.2tTotal Earnings: US$341.5bTotal Revenue: US$2.6tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Financials Sector Price to Earnings3Y Average 17.7x202420252026
Current Industry PE
  • Investors are relatively neutral on the American Financials 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 17.7x.
  • The industry is trading close to its 3-year average PS ratio of 3.0x.
Past Earnings Growth
  • The earnings for companies in the Financials industry have grown 20% per year over the last three years.
  • Revenues for these companies have grown 9.1% 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-0.67%
Financials0.46%
Insurance3.13%
Diversified Financial1.18%
Consumer Finance0.19%
Mortgage Finance0%0
Capital Markets-0.23%
Banks-0.63%
Mortgage REITs-3.39%
Industry PE
  • Investors are most optimistic about the Capital Markets industry, which is trading close to its 3-year average PE ratio of 25.8x.
    • Analysts are expecting annual earnings growth of 11.7%, which is lower than the prior year's growth of 30.6% per year.
  • Investors are most pessimistic about the Insurance industry, which is trading below its 3-year average of 17.6x.
Forecasted Growth
  • Analysts are most optimistic on the Mortgage REITs industry, expecting annual earnings growth of 26% over the next 5 years.
  • This is better than its past earnings growth rate of 4.1% per year.
  • In contrast, the Insurance industry is expected to see its earnings growth to stay flat over the next few years.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
V VisaUS$332.642.7%
+US$16.5b		-9.6%PE28.4x
BRK.A Berkshire HathawayUS$730.00k1.2%
+US$12.9b		-4.8%PE14.5x
CME CME GroupUS$305.128.0%
+US$8.2b		9.8%PE26x
SCHW Charles SchwabUS$92.395.2%
+US$7.9b		3.5%PE17.8x
MA MastercardUS$505.791.6%
+US$7.1b		-13.7%PE28.7x

Latest News

MA
US$505.79
Mastercard
7D
1.6%
1Y
-13.7%
HOOD
US$77.15
Robinhood Markets
7D
-4.5%
1Y
20.0%
RKT
US$13.04
Rocket Companies
7D
-12.1%
1Y
0.7%
Seeking Alpha • 7h

Rocket Companies: A Bad Bet As Housing Conditions Tighten (Downgrade)

Summary Rocket Companies faces mounting headwinds as rising mortgage rates and economic uncertainty dampen housing demand. I downgrade RKT to a "Sell," citing tighter credit conditions, shrinking gain on sale margins, and a messy acquisition integration story. Despite 118% y/y revenue growth, RKT's valuation remains elevated versus peers like Compass and Zillow, which offer more attractive exposure. Secular shifts toward renting and competitive pressures further challenge RKT’s outlook, making alternatives more compelling investments. Read the full article on Seeking Alpha
BRK.A
US$730,000.05
Berkshire Hathaway
7D
1.2%
1Y
-4.8%
COIN
US$189.44
Coinbase Global
7D
-12.5%
1Y
-28.2%
V
US$332.64
Visa
7D
2.7%
1Y
-9.6%
C
US$122.41
Citigroup
7D
-2.7%
1Y
60.8%
NU
US$12.29
Nu Holdings
7D
-9.0%
1Y
-6.2%
PGR
US$204.00
Progressive
7D
3.6%
1Y
-29.2%
CME
US$305.12
CME Group
7D
8.0%
1Y
9.8%
Narrative Update • May 15

CME: Mixed Street Views And New Markets Will Shape Future Earnings Power

Narrative Update on CME Group The analyst price target for CME Group has been trimmed by about $2, reflecting updated views on slightly softer revenue growth and a modestly lower future P/E multiple. At the same time, some analysts highlight areas of support such as commodities volumes as well as agriculture and prediction markets.
KKR
US$95.97
KKR
7D
-3.5%
1Y
-23.5%
AON
US$326.57
Aon
7D
4.6%
1Y
-10.5%
SCHW
US$92.39
Charles Schwab
7D
5.2%
1Y
3.5%
PS
US$38.67
Pershing Square
7D
-25.8%
1Y
n/a
BX
US$117.04
Blackstone
7D
-3.6%
1Y
-19.5%
CB
US$330.33
Chubb
7D
3.1%
1Y
12.1%