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U.S. Financials Sector Analysis

UpdatedAug 22, 2025
DataAggregated Company Financials
Companies1344
  • 7D-0.8%
  • 3M6.6%
  • 1Y20.4%
  • YTD9.0%

The Financials industry has been flat over the last week, but Goldman Sachs Group has lost 4.2%. As for the the longer term, the industry is up 20% over the past 12 months. Earnings are forecast to grow by 12% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 22 Aug 2025US$10.2tUS$3.3tUS$517.7b12.7x19.7x3.1x
Sun, 20 Jul 2025US$9.8tUS$3.0tUS$534.6b13.2x18.2x3.2x
Tue, 17 Jun 2025US$9.4tUS$3.0tUS$525.3b12.4x18x3.1x
Thu, 15 May 2025US$9.7tUS$3.0tUS$529.0b12.7x18.4x3.2x
Sat, 12 Apr 2025US$8.6tUS$3.0tUS$545.2b11.3x15.9x2.9x
Mon, 10 Mar 2025US$9.3tUS$3.0tUS$545.1b12.1x17.1x3.1x
Wed, 05 Feb 2025US$9.8tUS$2.9tUS$545.2b12.7x18.1x3.3x
Fri, 03 Jan 2025US$9.3tUS$2.9tUS$505.4b12.8x18.4x3.2x
Sun, 01 Dec 2024US$9.9tUS$2.9tUS$504.7b13.7x19.6x3.4x
Tue, 29 Oct 2024US$9.0tUS$2.9tUS$471.0b12.6x19x3.1x
Thu, 26 Sep 2024US$8.7tUS$2.8tUS$466.2b12.3x18.6x3.1x
Sat, 24 Aug 2024US$8.4tUS$2.8tUS$466.0b12.5x18.1x3x
Mon, 22 Jul 2024US$8.2tUS$2.8tUS$470.4b11.8x17.5x2.9x
Wed, 19 Jun 2024US$7.8tUS$2.8tUS$463.1b10.6x16.9x2.8x
Fri, 17 May 2024US$8.1tUS$2.8tUS$463.3b10.9x17.5x2.9x
Sun, 14 Apr 2024US$7.7tUS$2.7tUS$477.6b10.5x16.1x2.8x
Tue, 12 Mar 2024US$7.8tUS$2.7tUS$472.9b10.7x16.4x2.9x
Thu, 08 Feb 2024US$7.4tUS$2.7tUS$422.6b10.4x17.5x2.8x
Sat, 06 Jan 2024US$7.4tUS$2.7tUS$447.7b11.4x16.5x2.7x
Mon, 04 Dec 2023US$7.0tUS$2.7tUS$446.3b10.9x15.8x2.6x
Wed, 01 Nov 2023US$6.3tUS$2.7tUS$442.0b10.2x14.2x2.3x
Fri, 29 Sep 2023US$6.6tUS$2.7tUS$430.6b10.3x15.2x2.5x
Sun, 27 Aug 2023US$6.6tUS$2.7tUS$430.9b10.5x15.4x2.5x
Tue, 25 Jul 2023US$6.9tUS$2.6tUS$348.6b11.1x19.9x2.7x
Thu, 22 Jun 2023US$6.4tUS$2.6tUS$341.1b10.5x18.9x2.5x
Sat, 20 May 2023US$6.3tUS$2.6tUS$341.0b10.3x18.4x2.4x
Mon, 17 Apr 2023US$6.4tUS$2.5tUS$324.3b10.7x19.8x2.6x
Wed, 15 Mar 2023US$5.1tUS$2.4tUS$307.5b10.8x16.7x2.2x
Fri, 10 Feb 2023US$5.8tUS$2.4tUS$343.4b11.8x17x2.4x
Sun, 08 Jan 2023US$5.6tUS$2.4tUS$369.2b11.6x15.2x2.3x
Tue, 06 Dec 2022US$5.6tUS$2.4tUS$368.5b11.7x15.2x2.3x
Thu, 03 Nov 2022US$5.5tUS$2.4tUS$389.1b11.5x14.1x2.3x
Sat, 01 Oct 2022US$5.0tUS$2.4tUS$408.2b11x12.2x2.1x
Mon, 29 Aug 2022US$5.5tUS$2.4tUS$397.6b11.5x13.7x2.3x
Price to Earnings Ratio

13.7x


Total Market Cap: US$5.5tTotal Earnings: US$397.6bTotal Revenue: US$2.4tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Financials Sector Price to Earnings3Y Average 17.1x202320242025
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 19.7x which is higher than its 3-year average PE of 17.1x.
  • The 3-year average PS ratio of 2.8x is lower than the industry's current PS ratio of 3.1x.
Past Earnings Growth
  • The earnings for companies in the Financials industry have grown 9.2% per year over the last three years.
  • Revenues for these companies have grown 12% 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-1.60%
Financials-0.85%
Insurance1.15%
Diversified Financial0.37%
Mortgage Finance0%0
Banks-0.59%
Mortgage REITs-1.20%
Consumer Finance-1.70%
Capital Markets-3.19%
Industry PE
  • Investors are most optimistic about the Capital Markets industry, which is trading close to its 3-year average PE ratio of 24.5x.
    • Analysts are expecting annual earnings growth of 13.4%, which is lower than the prior year's growth of 15.8% 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 11.7x.
Forecasted Growth
  • Analysts are most optimistic on the Mortgage REITs industry, expecting annual earnings growth of 54% over the next 5 years.
  • This is better than its past earnings decline of 11% per year.
  • In contrast, the Banks industry is expected to see its earnings grow by 8.5% 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$733.08k2.0%
+US$20.7b		8.8%PE16.8x
NU Nu HoldingsUS$13.6713.8%
+US$8.0b		-3.8%PB6.9x
MA MastercardUS$591.921.4%
+US$7.4b		26.3%PE39.4x
BAC Bank of AmericaUS$48.261.2%
+US$4.1b		23.0%PB1.3x
AJG Arthur J. GallagherUS$305.384.1%
+US$3.1b		4.6%PE47.7x

Latest News

GS
US$715.95
Goldman Sachs Group
7D
-4.2%
1Y
43.8%
BX
US$163.44
Blackstone
7D
-6.4%
1Y
21.3%
AJG
US$305.38
Arthur J. Gallagher
7D
4.1%
1Y
4.6%
NU
US$13.67
Nu Holdings
7D
13.8%
1Y
-3.8%
BAC
US$48.26
Bank of America
7D
1.2%
1Y
23.0%

Bank of America (NYSE:BAC) Is Increasing Its Dividend To $0.28

Aug 20
Bank of America (NYSE:BAC) Is Increasing Its Dividend To $0.28
BLK
US$1,124.75
BlackRock
7D
-3.1%
1Y
30.0%

Private Markets And Emerging Regions Will Strengthen Future Prospects

The consensus analyst price target for BlackRock saw only a slight increase to $1,165, while a notable reduction in the future P/E ratio suggests improving valuation expectations. What's in the News BlackRock's Rick Rieder is among 11 candidates reportedly being considered by the Trump administration to replace Jerome Powell as Federal Reserve Chair (CNBC).
BRK.A
US$733,080.00
Berkshire Hathaway
7D
2.0%
1Y
8.8%
AON
US$375.27
Aon
7D
2.4%
1Y
10.5%
JPM
US$291.47
JPMorgan Chase
7D
-0.9%
1Y
34.5%
COIN
US$300.28
Coinbase Global
7D
-7.6%
1Y
51.3%
COF
US$212.01
Capital One Financial
7D
-4.1%
1Y
52.0%
MS
US$144.04
Morgan Stanley
7D
-3.0%
1Y
43.2%
MA
US$591.92
Mastercard
7D
1.4%
1Y
26.3%
KKR
US$137.84
KKR
7D
-5.6%
1Y
16.1%

Alternative Markets Expansion Will Transform Global Asset Finance

Analysts have raised KKR's price target to $162.30, citing long-term growth opportunities in private wealth, credit, and insurance, improved macro conditions, and sector-wide optimism, despite some caution from bearish analysts regarding near-term performance. Analyst Commentary Bullish analysts cite long-term structural growth opportunities in private wealth, credit, insurance, and capital markets as attractive drivers for KKR.
FI
US$140.00
Fiserv
7D
4.0%
1Y
-17.1%
MMC
US$211.11
Marsh & McLennan Companies
7D
2.0%
1Y
-6.4%