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U.S. Financials Sector Analysis

UpdatedMay 15, 2026
DataAggregated Company Financials
Companies1413
  • 7D-0.6%
  • 3M-0.9%
  • 1Y1.3%
  • YTD-6.0%

The Financials industry has been flat over the last week, but Bank of America has lost 5.5%. Furthermore, the industry has been flat for the past year as well. As for the next few years, earnings are expected to grow by 8.9% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 15 May 2026US$9.7tUS$3.4tUS$596.5b12.5x16.3x2.9x
Sun, 12 Apr 2026US$9.7tUS$3.3tUS$562.8b13.2x17.2x2.9x
Tue, 10 Mar 2026US$9.6tUS$3.3tUS$562.6b11.9x17.1x2.9x
Thu, 05 Feb 2026US$10.2tUS$3.3tUS$566.0b12.7x18.1x3.1x
Sat, 03 Jan 2026US$10.5tUS$3.2tUS$552.7b12.6x19x3.3x
Mon, 01 Dec 2025US$10.2tUS$3.2tUS$552.6b12.3x18.5x3.2x
Wed, 29 Oct 2025US$10.3tUS$3.1tUS$536.1b12.3x19.1x3.3x
Fri, 26 Sep 2025US$10.4tUS$3.3tUS$517.7b13x20.1x3.1x
Sun, 24 Aug 2025US$10.3tUS$3.3tUS$517.7b13.1x19.9x3.1x
Tue, 22 Jul 2025US$10.0tUS$3.0tUS$534.6b13.1x18.8x3.3x
Thu, 19 Jun 2025US$9.4tUS$3.0tUS$525.5b12.3x17.9x3.1x
Sat, 17 May 2025US$9.7tUS$3.0tUS$528.2b12.8x18.4x3.2x
Mon, 14 Apr 2025US$8.8tUS$3.0tUS$547.9b11.3x16x3x
Wed, 12 Mar 2025US$9.1tUS$3.0tUS$545.0b11.8x16.6x3.1x
Fri, 07 Feb 2025US$9.9tUS$3.0tUS$552.3b12.8x18x3.4x
Sun, 05 Jan 2025US$9.4tUS$2.9tUS$505.8b12.9x18.5x3.2x
Tue, 03 Dec 2024US$9.9tUS$2.9tUS$504.7b13.7x19.6x3.4x
Thu, 31 Oct 2024US$9.0tUS$2.9tUS$471.2b12.7x19.2x3.2x
Sat, 28 Sep 2024US$8.7tUS$2.8tUS$466.3b12.4x18.6x3.1x
Mon, 26 Aug 2024US$8.5tUS$2.8tUS$466.0b12.5x18.1x3x
Wed, 24 Jul 2024US$8.3tUS$2.8tUS$465.1b12.3x17.9x3x
Fri, 21 Jun 2024US$7.9tUS$2.8tUS$463.0b10.6x17x2.8x
Sun, 19 May 2024US$8.1tUS$2.8tUS$463.2b11x17.5x2.9x
Tue, 16 Apr 2024US$7.6tUS$2.7tUS$476.6b10.3x15.9x2.8x
Thu, 14 Mar 2024US$7.8tUS$2.7tUS$472.9b10.6x16.5x2.9x
Sat, 10 Feb 2024US$7.5tUS$2.7tUS$431.6b10.6x17.3x2.8x
Mon, 08 Jan 2024US$7.4tUS$2.7tUS$447.8b11.4x16.5x2.7x
Wed, 06 Dec 2023US$7.0tUS$2.7tUS$446.3b10.9x15.8x2.6x
Fri, 03 Nov 2023US$6.3tUS$2.7tUS$444.4b10.5x14.3x2.4x
Sun, 01 Oct 2023US$6.5tUS$2.7tUS$430.8b10.3x15.1x2.4x
Tue, 29 Aug 2023US$6.6tUS$2.7tUS$430.9b10.5x15.4x2.5x
Thu, 27 Jul 2023US$6.9tUS$2.6tUS$350.0b11.3x19.8x2.6x
Sat, 24 Jun 2023US$6.4tUS$2.6tUS$341.2b10.4x18.6x2.5x
Mon, 22 May 2023US$6.3tUS$2.6tUS$341.0b10.3x18.4x2.4x
Price to Earnings Ratio

18.4x


Total Market Cap: US$6.3tTotal Earnings: US$341.0bTotal 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 Market1.15%
Financials-0.62%
Capital Markets1.80%
Diversified Financial0.059%
Mortgage Finance0%0
Insurance-0.14%
Consumer Finance-2.02%
Mortgage REITs-3.07%
Banks-3.53%
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 11.9%, which is lower than the prior year's growth of 27.6% per year.
  • Investors are most pessimistic about the Insurance industry, which is trading below its 3-year average of 17.7x.
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
BRK.A Berkshire HathawayUS$727.18k1.5%
+US$15.7b		-4.2%PE14.4x
GS Goldman Sachs GroupUS$968.964.7%
+US$13.2b		57.3%PE17.4x
MS Morgan StanleyUS$194.532.3%
+US$6.9b		46.8%PE17.5x
BLK BlackRockUS$1.10k3.4%
+US$5.6b		12.3%PE27.4x
COIN Coinbase GlobalUS$212.019.9%
+US$5.0b		-13.3%PE69.8x

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