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U.S. Financials Sector Analysis

UpdatedMay 16, 2026
DataAggregated Company Financials
Companies1416
  • 7D-0.9%
  • 3M-1.5%
  • 1Y0.2%
  • YTD-6.6%

The Financials industry has stayed flat over the last week. 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
Sat, 16 May 2026US$9.8tUS$3.4tUS$596.8b12.4x16.4x2.9x
Mon, 13 Apr 2026US$9.7tUS$3.3tUS$562.8b13.2x17.2x2.9x
Wed, 11 Mar 2026US$9.6tUS$3.3tUS$562.5b11.9x17x2.9x
Fri, 06 Feb 2026US$10.3tUS$3.3tUS$569.6b12.7x18x3.2x
Sun, 04 Jan 2026US$10.5tUS$3.2tUS$551.9b12.6x19.1x3.3x
Tue, 02 Dec 2025US$10.2tUS$3.2tUS$552.6b12.4x18.5x3.2x
Thu, 30 Oct 2025US$10.2tUS$3.1tUS$536.4b12x19x3.2x
Sat, 27 Sep 2025US$10.4tUS$3.3tUS$517.7b13x20x3.1x
Mon, 25 Aug 2025US$10.3tUS$3.3tUS$517.7b13.1x19.9x3.1x
Wed, 23 Jul 2025US$10.0tUS$3.0tUS$536.8b13.2x18.6x3.3x
Fri, 20 Jun 2025US$9.4tUS$3.0tUS$525.5b12.2x18x3.1x
Sun, 18 May 2025US$9.8tUS$3.0tUS$528.3b12.9x18.5x3.2x
Tue, 15 Apr 2025US$8.8tUS$3.0tUS$548.6b11.3x16x3x
Thu, 13 Mar 2025US$9.0tUS$3.0tUS$545.0b11.8x16.5x3x
Sat, 08 Feb 2025US$10.0tUS$3.0tUS$554.4b12.6x18.1x3.4x
Mon, 06 Jan 2025US$9.4tUS$2.9tUS$505.8b12.9x18.5x3.2x
Wed, 04 Dec 2024US$9.8tUS$2.9tUS$504.7b13.6x19.4x3.4x
Fri, 01 Nov 2024US$8.9tUS$2.9tUS$470.4b12.6x19x3.1x
Sun, 29 Sep 2024US$8.7tUS$2.8tUS$466.2b12.3x18.6x3.1x
Tue, 27 Aug 2024US$8.5tUS$2.8tUS$466.0b12.5x18.3x3x
Thu, 25 Jul 2024US$8.3tUS$2.8tUS$465.6b12.2x17.9x3x
Sat, 22 Jun 2024US$7.9tUS$2.8tUS$463.0b10.5x17.1x2.8x
Mon, 20 May 2024US$8.1tUS$2.8tUS$463.2b11x17.5x2.9x
Wed, 17 Apr 2024US$7.5tUS$2.7tUS$476.6b10.4x15.8x2.8x
Fri, 15 Mar 2024US$7.8tUS$2.7tUS$472.9b10.5x16.6x2.9x
Sun, 11 Feb 2024US$7.5tUS$2.7tUS$431.8b10.6x17.3x2.8x
Tue, 09 Jan 2024US$7.4tUS$2.7tUS$447.8b11.4x16.5x2.7x
Thu, 07 Dec 2023US$7.0tUS$2.7tUS$446.3b10.9x15.6x2.6x
Sat, 04 Nov 2023US$6.6tUS$2.7tUS$448.0b10.7x14.7x2.5x
Mon, 02 Oct 2023US$6.5tUS$2.7tUS$431.0b10.3x15.1x2.4x
Wed, 30 Aug 2023US$6.7tUS$2.7tUS$430.2b10.6x15.6x2.5x
Fri, 28 Jul 2023US$6.9tUS$2.6tUS$349.6b11.3x19.8x2.6x
Sun, 25 Jun 2023US$6.4tUS$2.6tUS$341.2b10.4x18.6x2.4x
Tue, 23 May 2023US$6.3tUS$2.6tUS$341.5b10.4x18.5x2.4x
Price to Earnings Ratio

18.5x


Total Market Cap: US$6.3tTotal Earnings: US$341.5bTotal 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 Market-0.92%
Financials-0.87%
Insurance0.92%
Diversified Financial0.10%
Mortgage Finance0%0
Capital Markets-0.51%
Consumer Finance-1.06%
Banks-2.86%
Mortgage REITs-4.70%
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 11.4%, which is lower than the prior year's growth of 27.8% per year.
  • Investors are most pessimistic about the Insurance industry, which is trading below its 3-year average of 17.6x.
Forecasted Growth
  • Analysts are most optimistic on the Mortgage REITs industry, expecting annual earnings growth of 27% 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
V VisaUS$325.752.2%
+US$13.0b		-10.8%PE27.9x
BRK.A Berkshire HathawayUS$723.82k0.9%
+US$9.3b		-6.1%PE14.4x
CME CME GroupUS$298.866.3%
+US$6.4b		8.2%PE25.5x
SCHW Charles SchwabUS$90.882.6%
+US$3.9b		2.5%PE17.5x
GS Goldman Sachs GroupUS$948.471.3%
+US$3.7b		53.2%PE17x

Latest News

PGR
US$199.73
Progressive
7D
3.0%
1Y
-30.2%
NU
US$12.19
Nu Holdings
7D
-11.7%
1Y
-6.6%
Seeking Alpha • 16h

Nu Q1: It Seems That Investors Forgot The Competitive Advantages Of This Bank

Summary I reinforce my buy rating on Nu Holdings despite a mixed Q1 marked by higher delinquency and provisioning. NU's credit portfolio grew 40% YoY, with credit cards as the main driver, but rising NPLs and provisions spooked investors. Net income rose 41% YoY to $871 million, though ROE fell to 29% and NIM declined sequentially—key metrics to monitor ahead. NU's Mexican operation reached breakeven, now ranking third by customers, supporting my conviction in a 26% upside to 17x earnings. Read the full article on Seeking Alpha
WFC
US$73.42
Wells Fargo
7D
-2.9%
1Y
-3.6%
KKR
US$96.97
KKR
7D
-5.4%
1Y
-23.0%
RKT
US$13.35
Rocket Companies
7D
-14.9%
1Y
0.8%
Narrative Update • May 14

RKT: Alliance With Major Broker And Preferred Pricing Will Support Upside

Analysts have reduced their price target on Rocket Companies by about $0.54 to reflect updated assumptions regarding revenue growth, profit margins, the discount rate, and future P/E expectations. What's in the News On 05/12/2026, Rocket Companies stated it would be unable to file its next 10-Q by the SEC deadline, which can add uncertainty around the timing of updated financial information for investors (Key Developments).
BRK.A
US$723,821.00
Berkshire Hathaway
7D
0.9%
1Y
-6.1%
Seeking Alpha • May 14

Berkshire Hathaway: P/B Ratio Becomes More Important With The Leadership Transition

Summary Berkshire Hathaway (BRK.A/BRK.B) enters a new era as Greg Abel assumes the CEO role, and I expect the valuation focus to shift back to the P/B ratio. Despite diversification, BRK’s insurance segment still drives over 50% of pre-tax earnings, reinforcing the relevance of book value in the valuation. In the meantime, a record $397B cash position signals limited investment opportunities and weakens the argument for book value premium. I feel optimistic for Abel to keep improving operating efficiency, but elevated P/B ratio of 1.44x can offset future return potential. Read the full article on Seeking Alpha
JPM
US$297.81
JPMorgan Chase
7D
-1.4%
1Y
11.3%
CME
US$298.86
CME Group
7D
6.3%
1Y
8.2%
SCHW
US$90.88
Charles Schwab
7D
2.6%
1Y
2.5%
GS
US$948.47
Goldman Sachs Group
7D
1.3%
1Y
53.2%
V
US$325.75
Visa
7D
2.2%
1Y
-10.8%
BX
US$117.89
Blackstone
7D
-4.8%
1Y
-19.6%
BK
US$135.02
Bank of New York Mellon
7D
3.5%
1Y
49.9%
BAC
US$49.77
Bank of America
7D
-3.0%
1Y
11.4%
Narrative Update • May 10

BAC: Private Credit Expansion Will Support Future Returns Despite Mixed Street Signals

Bank of America's analyst fair value estimate edges up to $62.98 from $62.72, as analysts factor in slightly higher revenue growth and adjust P/E and discount rate assumptions in light of mixed but active recent price target moves across the Street. Analyst Commentary Recent Street research around Bank of America shows both optimism and caution, with several firms adjusting price targets in different directions and a few changing their overall stance on the stock.
AFL
US$116.81
Aflac
7D
3.3%
1Y
9.4%
SPGI
US$403.15
S&P Global
7D
-4.0%
1Y
-22.8%
New Narrative • May 08

Guidance Cuts and AI Concerns Shake S&P Global

S&P Global has strong long-term fundamentals, but in the near term, it faces AI-related uncertainty, slower growth expectations, and shifting investor sentiment. At its core, the softer guidance in the ratings segment is being interpreted as a signal about the broader economic environment.