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U.S. Financials Sector Analysis
UpdatedMar 02, 2026
DataAggregated Company Financials
Companies1428
- 7D-2.4%
- 3M-3.2%
- 1Y-0.6%
- YTD-6.6%
Over the last 7 days, the Financials industry has dropped 2.4%, driven by Berkshire Hathaway declining 2.7%. Over the last year, the industry has been flat overall. Earnings are forecast to grow by 9.8% annually.
Sector Valuation and Performance
Has the U.S. Financials Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 03 Mar 2026 | US$9.8t | US$3.3t | US$562.4b | 12.1x | 17.4x | 3x |
| Thu, 29 Jan 2026 | US$10.2t | US$3.2t | US$558.7b | 12.6x | 18.3x | 3.2x |
| Sat, 27 Dec 2025 | US$10.7t | US$3.2t | US$552.7b | 12.8x | 19.3x | 3.4x |
| Mon, 24 Nov 2025 | US$9.9t | US$3.2t | US$552.8b | 12.1x | 17.9x | 3.1x |
| Wed, 22 Oct 2025 | US$10.1t | US$3.1t | US$529.9b | 12.4x | 19.1x | 3.3x |
| Fri, 19 Sep 2025 | US$10.4t | US$3.3t | US$517.5b | 13.1x | 20.2x | 3.1x |
| Sun, 17 Aug 2025 | US$10.1t | US$3.3t | US$517.2b | 12.6x | 19.5x | 3x |
| Tue, 15 Jul 2025 | US$9.9t | US$3.0t | US$524.9b | 13.3x | 18.9x | 3.3x |
| Thu, 12 Jun 2025 | US$9.6t | US$3.0t | US$525.5b | 12.6x | 18.3x | 3.2x |
| Sat, 10 May 2025 | US$9.4t | US$3.0t | US$528.4b | 12.4x | 17.8x | 3.1x |
| Mon, 07 Apr 2025 | US$8.4t | US$3.0t | US$545.2b | 11.3x | 15.3x | 2.8x |
| Wed, 05 Mar 2025 | US$9.8t | US$3.0t | US$545.2b | 12.2x | 18x | 3.3x |
| Fri, 31 Jan 2025 | US$9.9t | US$3.0t | US$546.3b | 12.7x | 18.1x | 3.3x |
| Sun, 29 Dec 2024 | US$9.4t | US$2.9t | US$505.1b | 13x | 18.6x | 3.2x |
| Tue, 26 Nov 2024 | US$9.5t | US$2.9t | US$504.7b | 13.9x | 18.9x | 3.3x |
| Thu, 24 Oct 2024 | US$9.0t | US$2.8t | US$470.9b | 12.6x | 19.2x | 3.2x |
| Sat, 21 Sep 2024 | US$8.8t | US$2.8t | US$466.2b | 12.7x | 18.8x | 3.1x |
| Mon, 19 Aug 2024 | US$8.4t | US$2.8t | US$466.2b | 12.1x | 18x | 3x |
| Wed, 17 Jul 2024 | US$8.3t | US$2.8t | US$467.2b | 11.9x | 17.7x | 3x |
| Fri, 14 Jun 2024 | US$7.8t | US$2.8t | US$463.2b | 10.6x | 16.8x | 2.8x |
| Sun, 12 May 2024 | US$8.0t | US$2.8t | US$462.4b | 10.9x | 17.3x | 2.9x |
| Tue, 09 Apr 2024 | US$8.0t | US$2.7t | US$475.0b | 10.7x | 16.8x | 2.9x |
| Thu, 07 Mar 2024 | US$7.7t | US$2.7t | US$472.4b | 10.7x | 16.3x | 2.8x |
| Sat, 03 Feb 2024 | US$7.6t | US$2.7t | US$427.3b | 11.8x | 17.7x | 2.8x |
| Mon, 01 Jan 2024 | US$7.4t | US$2.7t | US$446.8b | 11.5x | 16.6x | 2.7x |
| Wed, 29 Nov 2023 | US$6.9t | US$2.7t | US$446.4b | 10.5x | 15.3x | 2.5x |
| Fri, 27 Oct 2023 | US$6.2t | US$2.7t | US$440.2b | 10.1x | 14.2x | 2.3x |
| Sun, 24 Sep 2023 | US$6.6t | US$2.7t | US$430.8b | 10.3x | 15.3x | 2.5x |
| Tue, 22 Aug 2023 | US$6.6t | US$2.7t | US$431.0b | 10.7x | 15.4x | 2.5x |
| Thu, 20 Jul 2023 | US$6.9t | US$2.6t | US$348.9b | 11x | 19.7x | 2.6x |
| Sat, 17 Jun 2023 | US$6.5t | US$2.6t | US$341.3b | 10.6x | 19.1x | 2.5x |
| Mon, 15 May 2023 | US$6.1t | US$2.6t | US$341.3b | 10.2x | 18x | 2.4x |
| Wed, 12 Apr 2023 | US$6.3t | US$2.6t | US$318.3b | 10.7x | 19.9x | 2.5x |
| Fri, 10 Mar 2023 | US$5.4t | US$2.4t | US$308.4b | 11.4x | 17.5x | 2.3x |
Price to Earnings Ratio
17.5x
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 17.8x.
- The industry is trading close to its 3-year average PS ratio of 2.9x.
Past Earnings Growth
- The earnings for companies in the Financials industry have grown 22% per year over the last three years.
- Revenues for these companies have grown 11% 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 | -0.57% | |
| Financials | -2.43% | |
| Insurance | 1.11% | |
| Mortgage Finance | 0% | 0 |
| Diversified Financial | -0.093% | |
| Mortgage REITs | -0.65% | |
| Capital Markets | -1.87% | |
| Banks | -5.83% | |
| Consumer Finance | -7.86% | |
Industry PE
- Investors are most optimistic about the Capital Markets industry, which is trading close to its 3-year average PE ratio of 25.7x.
- Analysts expect its future annual earnings growth (12.8%) to be largely in line with prior year's earnings growth.
- Investors are most pessimistic about the Mortgage REITs industry, which is trading below its 3-year average of 19.8x.
Forecasted Growth
- Analysts are most optimistic on the Consumer Finance industry, expecting annual earnings growth of 16% over the next 5 years.
- However this is lower than its past earnings growth rate of 30% per year.
- In contrast, the Insurance industry is expected to see its earnings grow by 4.2% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| V Visa | US$320.51 | 4.6% +US$26.7b | -11.4% | PE29.7x | |
| MA Mastercard | US$521.00 | 5.0% +US$22.3b | -9.4% | PE31x | |
| SPGI S&P Global | US$443.08 | 9.5% +US$11.4b | -16.3% | PE29.6x | |
| FITB Fifth Third Bancorp | US$49.84 | -1.7% US$11.4b | 15.8% | PB2.3x | |
| XYZ Block | US$64.45 | 27.0% +US$8.2b | 2.6% | PE29.6x |
