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U.S. Financials Sector Analysis

UpdatedApr 30, 2026
DataAggregated Company Financials
Companies1402
  • 7D-0.9%
  • 3M-3.7%
  • 1Y8.0%
  • YTD-5.4%

The Financials is pretty flat in the last 7 days, but Visa has stood out, gaining 7.6%. As for the the longer term, the industry is up 8.0% over the past 12 months. As for the next few years, earnings are expected to grow by 8.6% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 30 Apr 2026US$9.9tUS$3.3tUS$583.7b12.7x17x3x
Sat, 28 Mar 2026US$9.4tUS$3.3tUS$562.8b12.1x16.7x2.9x
Mon, 23 Feb 2026US$10.0tUS$3.3tUS$564.1b12.6x17.8x3.1x
Wed, 21 Jan 2026US$10.5tUS$3.2tUS$555.1b12.6x18.9x3.3x
Fri, 19 Dec 2025US$10.4tUS$3.2tUS$552.5b13x18.9x3.3x
Sun, 16 Nov 2025US$10.0tUS$3.2tUS$553.5b12.1x18.1x3.2x
Tue, 14 Oct 2025US$10.0tUS$3.3tUS$517.1b12.6x19.4x3x
Thu, 11 Sep 2025US$10.3tUS$3.3tUS$517.4b13x19.9x3.1x
Sat, 09 Aug 2025US$9.9tUS$3.1tUS$518.4b12.4x19.1x3.2x
Mon, 07 Jul 2025US$10.1tUS$3.0tUS$524.9b13.3x19.2x3.4x
Wed, 04 Jun 2025US$9.6tUS$3.0tUS$525.4b12.5x18.2x3.2x
Fri, 02 May 2025US$9.2tUS$3.0tUS$542.7b12.1x16.9x3.1x
Sun, 30 Mar 2025US$9.3tUS$3.0tUS$544.7b12.1x17.1x3.1x
Tue, 25 Feb 2025US$9.7tUS$3.0tUS$545.9b12.3x17.7x3.3x
Thu, 23 Jan 2025US$9.8tUS$2.9tUS$536.1b13x18.2x3.3x
Sat, 21 Dec 2024US$9.2tUS$2.9tUS$504.7b13.1x18.2x3.2x
Mon, 18 Nov 2024US$9.6tUS$2.9tUS$504.6b13.5x19.1x3.3x
Wed, 16 Oct 2024US$9.0tUS$2.8tUS$467.2b12.7x19.2x3.2x
Fri, 13 Sep 2024US$8.4tUS$2.8tUS$465.9b12.1x18.1x3x
Sun, 11 Aug 2024US$8.1tUS$2.8tUS$465.7b11.8x17.4x2.9x
Tue, 09 Jul 2024US$7.9tUS$2.8tUS$461.2b10.9x17.2x2.9x
Thu, 06 Jun 2024US$7.9tUS$2.8tUS$463.2b10.7x17x2.8x
Sat, 04 May 2024US$7.8tUS$2.8tUS$488.9b10.9x15.9x2.8x
Mon, 01 Apr 2024US$8.1tUS$2.7tUS$475.1b11x17x3x
Wed, 28 Feb 2024US$7.6tUS$2.7tUS$474.9b10.6x16.1x2.8x
Fri, 26 Jan 2024US$7.5tUS$2.7tUS$423.5b11.8x17.7x2.8x
Sun, 24 Dec 2023US$7.4tUS$2.7tUS$446.7b11.6x16.5x2.7x
Tue, 21 Nov 2023US$6.8tUS$2.7tUS$446.4b10.7x15.2x2.5x
Thu, 19 Oct 2023US$6.5tUS$2.7tUS$437.1b10.1x14.8x2.4x
Sat, 16 Sep 2023US$6.8tUS$2.7tUS$430.8b10.5x15.7x2.5x
Mon, 14 Aug 2023US$6.8tUS$2.7tUS$429.8b11.1x15.9x2.6x
Wed, 12 Jul 2023US$6.6tUS$2.6tUS$342.9b10.7x19.3x2.6x
Fri, 09 Jun 2023US$6.4tUS$2.6tUS$341.2b10.6x18.9x2.5x
Sun, 07 May 2023US$6.2tUS$2.6tUS$314.0b10.1x19.9x2.4x
Price to Earnings Ratio

19.9x


Total Market Cap: US$6.2tTotal Earnings: US$314.0bTotal 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 2.9x.
Past Earnings Growth
  • The earnings for companies in the Financials industry have grown 23% per year over the last three years.
  • Revenues for these companies have grown 9.0% 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-0.18%
Financials-0.91%
Diversified Financial2.05%
Mortgage Finance0%0
Banks-0.98%
Mortgage REITs-1.09%
Insurance-1.32%
Capital Markets-2.59%
Consumer Finance-5.05%
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 11.3%, which is lower than the prior year's growth of 20.1% per year.
  • Investors are most pessimistic about the Mortgage REITs industry, which is trading below its 3-year average of 19.9x.
Forecasted Growth
  • Analysts are most optimistic on the Mortgage REITs industry, expecting annual earnings growth of 19% over the next 5 years.
  • This is better than its past earnings growth rate of 14% per year.
  • In contrast, the Insurance industry is expected to see its earnings grow by 2.8% 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
V VisaUS$334.867.6%
+US$44.9b		-3.1%PE29x
BRK.A Berkshire HathawayUS$713.00k1.4%
+US$14.4b		-10.9%PE15.3x
MA MastercardUS$525.233.0%
+US$9.5b		-4.2%PE31x
WFC Wells FargoUS$81.511.2%
+US$2.8b		14.8%PB1.5x
NDAQ NasdaqUS$91.274.9%
+US$2.1b		19.9%PE27x

Latest News

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2.1%
1Y
14.5%
WTW
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V
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6.8%
1Y
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MS
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MA
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1Y
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JPM
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0.5%
1Y
26.9%
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7D
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1Y
-25.1%

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AJG
US$206.40
Arthur J. Gallagher
7D
-5.9%
1Y
-35.0%

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