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U.S. Financials Sector Analysis

UpdatedMay 22, 2025
DataAggregated Company Financials
Companies1335
  • 7D-1.7%
  • 3M-3.2%
  • 1Y18.7%
  • YTD2.7%

Over the last 7 days, the Financials industry has dropped 1.7%, driven by JPMorgan Chase declining 2.5%. In contrast, Coinbase Global has gained 11%. This takes the industry's 12 month performance to a gain of 19%. Earnings are forecast to grow by 9.4% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 23 May 2025US$9.7tUS$3.0tUS$523.9b12.5x18.5x3.2x
Sun, 20 Apr 2025US$8.8tUS$3.0tUS$550.8b11.4x16x3x
Tue, 18 Mar 2025US$9.2tUS$3.0tUS$545.3b12x16.9x3.1x
Thu, 13 Feb 2025US$9.9tUS$2.9tUS$552.7b12.6x17.9x3.4x
Sat, 11 Jan 2025US$9.3tUS$2.9tUS$505.9b12.4x18.5x3.2x
Mon, 09 Dec 2024US$9.8tUS$2.9tUS$504.7b13.7x19.3x3.4x
Wed, 06 Nov 2024US$8.9tUS$2.9tUS$505.7b12.6x17.5x3.1x
Fri, 04 Oct 2024US$8.6tUS$2.8tUS$467.0b12.3x18.5x3.1x
Sun, 01 Sep 2024US$8.7tUS$2.8tUS$466.0b12.6x18.7x3.1x
Tue, 30 Jul 2024US$8.4tUS$2.8tUS$467.8b12.4x17.9x3x
Thu, 27 Jun 2024US$7.9tUS$2.8tUS$463.0b10.6x17x2.8x
Sat, 25 May 2024US$7.9tUS$2.8tUS$463.2b10.9x17x2.8x
Mon, 22 Apr 2024US$7.7tUS$2.7tUS$474.4b10.5x16.3x2.8x
Wed, 20 Mar 2024US$7.8tUS$2.7tUS$473.0b10.5x16.6x2.9x
Fri, 16 Feb 2024US$7.5tUS$2.7tUS$435.8b10.7x17.2x2.8x
Sun, 14 Jan 2024US$7.4tUS$2.7tUS$448.4b11.2x16.4x2.7x
Tue, 12 Dec 2023US$7.1tUS$2.7tUS$446.6b11x15.9x2.6x
Thu, 09 Nov 2023US$6.5tUS$2.7tUS$444.1b10.6x14.7x2.4x
Sat, 07 Oct 2023US$6.5tUS$2.7tUS$430.9b10.3x15x2.4x
Mon, 04 Sep 2023US$6.8tUS$2.7tUS$434.9b10.8x15.7x2.6x
Wed, 02 Aug 2023US$6.9tUS$2.6tUS$349.8b11.2x19.7x2.6x
Fri, 30 Jun 2023US$6.5tUS$2.6tUS$342.8b10.4x18.9x2.5x
Sun, 28 May 2023US$6.2tUS$2.6tUS$341.1b10.4x18.2x2.4x
Tue, 25 Apr 2023US$6.4tUS$2.6tUS$323.5b10.4x19.9x2.5x
Thu, 23 Mar 2023US$5.0tUS$2.4tUS$307.1b10.5x16.4x2.1x
Sat, 18 Feb 2023US$5.8tUS$2.4tUS$340.2b11.8x17.1x2.4x
Mon, 16 Jan 2023US$5.8tUS$2.4tUS$367.2b11.7x15.7x2.4x
Wed, 14 Dec 2022US$5.6tUS$2.4tUS$369.3b11.8x15.1x2.3x
Fri, 11 Nov 2022US$5.7tUS$2.4tUS$368.5b11.9x15.6x2.4x
Sun, 09 Oct 2022US$5.1tUS$2.4tUS$408.4b11.1x12.4x2.1x
Tue, 06 Sep 2022US$5.3tUS$2.4tUS$397.6b11.4x13.4x2.2x
Thu, 04 Aug 2022US$5.5tUS$2.4tUS$479.1b11.6x11.4x2.3x
Sat, 02 Jul 2022US$5.3tUS$2.4tUS$514.0b11.1x10.2x2.2x
Mon, 30 May 2022US$5.9tUS$2.4tUS$514.0b11.1x11.5x2.4x
Price to Earnings Ratio

11.5x


Total Market Cap: US$5.9tTotal Earnings: US$514.0bTotal Revenue: US$2.4tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Financials Sector Price to Earnings3Y Average 16.5x202320242025
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 18.5x which is higher than its 3-year average PE of 16.5x.
  • The 3-year average PS ratio of 2.7x is lower than the industry's current PS ratio of 3.2x.
Past Earnings Growth
  • The earnings for companies in the Financials industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 7.5% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.

Industry Trends

Which industries have driven the changes within the U.S. Financials sector?

US Market-1.15%
Financials-1.70%
Insurance0.96%
Mortgage Finance0%0
Diversified Financial-0.91%
Capital Markets-2.05%
Banks-3.25%
Mortgage REITs-4.02%
Consumer Finance-4.85%
Industry PE
  • Investors are most optimistic about the Capital Markets industry, which is trading close to its 3-year average PE ratio of 23.6x.
    • Analysts are expecting annual earnings growth of 13.1%, which is lower than the prior year's growth of 17.8% 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 11.3x.
Forecasted Growth
  • Analysts are most optimistic on the Mortgage REITs industry, expecting annual earnings growth of 43% over the next 5 years.
  • This is better than its past earnings decline of 19% per year.
  • In contrast, the Diversified Financial industry is expected to see its earnings grow by 4.3% 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$761.38k1.1%
+US$11.7b		21.8%PE13.5x
CME CME GroupUS$281.745.8%
+US$5.6b		33.2%PE28.3x
V VisaUS$358.300.5%
+US$3.4b		30.0%PE34.2x
CB ChubbUS$290.423.2%
+US$3.3b		8.6%PE13.7x
MMC Marsh & McLennan CompaniesUS$229.012.9%
+US$3.2b		8.6%PE27.9x
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MMC

US$229.01

Marsh & McLennan Companies

7D

2.9%

1Y

8.6%

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CB

US$290.42

Chubb

7D

3.2%

1Y

8.6%

TRV

US$271.15

Travelers Companies

7D

3.3%

1Y

25.2%

Travelers Companies (NYSE:TRV) Will Pay A Larger Dividend Than Last Year At $1.10

May 21
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JPM

US$261.04

JPMorgan Chase

7D

-1.7%

1Y

31.6%

V

US$358.30

Visa

7D

0.5%

1Y

30.0%

CME

US$281.74

CME Group

7D

5.8%

1Y

33.2%

BX

US$137.49

Blackstone

7D

-7.4%

1Y

8.5%

AJG

US$337.53

Arthur J. Gallagher

7D

2.4%

1Y

31.0%

HOOD

US$63.86

Robinhood Markets

7D

4.0%

1Y

224.8%

BAC

US$43.25

Bank of America

7D

-3.3%

1Y

8.8%

FI

US$162.22

Fiserv

7D

-14.6%

1Y

6.3%

Why We're Not Concerned Yet About Fiserv, Inc.'s (NYSE:FI) 25% Share Price Plunge

May 16
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MS

US$125.30

Morgan Stanley

7D

-4.4%

1Y

24.4%

KKR

US$117.76

KKR

7D

-8.7%

1Y

11.3%

WFC

US$73.19

Wells Fargo

7D

-4.1%

1Y

20.1%

Wells Fargo: Rebounding, But Not Yet Ready For A Buy

May 11

AXP

US$286.00

American Express

7D

-4.7%

1Y

19.1%

BRK.A

US$761,380.00

Berkshire Hathaway

7D

1.1%

1Y

21.8%