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U.S. Financials Sector Analysis

UpdatedJun 16, 2026
DataAggregated Company Financials
Companies1415
  • 7D3.2%
  • 3M8.2%
  • 1Y6.5%
  • YTD-2.5%

Over the last 7 days, the Financials industry has risen 3.2%, driven by gains from JPMorgan Chase of 5.9%. In the same time, Cboe Global Markets was down 12%. This means that the industry has gained 6.5% over the past year. As for the next few years, earnings are expected to grow by 9.1% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 17 Jun 2026US$10.2tUS$3.4tUS$596.7b12.8x17x3x
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
Price to Earnings Ratio

18.6x


Total Market Cap: US$6.4tTotal Earnings: US$341.2bTotal Revenue: US$2.6tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Financials Sector Price to Earnings3Y Average 17.6x202420252026
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 17.6x.
  • 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 Market2.20%
Financials3.23%
Consumer Finance6.63%
Capital Markets4.12%
Banks3.10%
Insurance2.73%
Mortgage REITs2.66%
Diversified Financial2.09%
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 25.8x.
    • Analysts are expecting annual earnings growth of 12.0%, which is lower than the prior year's growth of 38.3% per year.
  • Investors are most pessimistic about the Insurance industry, which is trading below its 3-year average of 17.2x.
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 grow by 2.3% 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
JPM JPMorgan ChaseUS$331.145.9%
+US$49.4b		22.9%PB2.6x
BRK.A Berkshire HathawayUS$742.39k1.7%
+US$18.0b		2.3%PE14.7x
GS Goldman Sachs GroupUS$1.09k5.7%
+US$18.0b		74.6%PE19.6x
BAC Bank of AmericaUS$56.844.4%
+US$17.2b		28.5%PB1.5x
MS Morgan StanleyUS$220.835.0%
+US$16.7b		69.8%PE19.9x

Latest News

C
US$142.99
Citigroup
7D
6.1%
1Y
84.8%
BRK.A
US$742,386.00
Berkshire Hathaway
7D
1.7%
1Y
2.3%
JPM
US$331.14
JPMorgan Chase
7D
5.9%
1Y
22.9%
V
US$333.12
Visa
7D
2.5%
1Y
-6.9%
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CME
US$261.60
CME Group
7D
-0.8%
1Y
-3.9%
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FISV
US$49.83
Fiserv
7D
-7.8%
1Y
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TFC
US$49.13
Truist Financial
7D
-0.6%
1Y
25.9%
BAC
US$56.84
Bank of America
7D
4.4%
1Y
28.5%
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MS
US$220.83
Morgan Stanley
7D
5.0%
1Y
69.8%
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PAYP
US$13.38
PayPay
7D
-8.3%
1Y
n/a
GS
US$1,090.67
Goldman Sachs Group
7D
5.7%
1Y
74.6%
WEX
US$131.27
WEX
7D
-11.5%
1Y
-7.8%
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MORN
US$172.65
Morningstar
7D
-7.2%
1Y
-43.0%
AXP
US$340.74
American Express
7D
7.0%
1Y
16.4%
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ERIE
US$225.64
Erie Indemnity
7D
-2.7%
1Y
-35.3%
CBOE
US$265.24
Cboe Global Markets
7D
-11.9%
1Y
16.5%