Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Financials Sector Analysis

UpdatedApr 28, 2026
DataAggregated Company Financials
Companies1399
  • 7D-1.6%
  • 3M-2.9%
  • 1Y8.9%
  • YTD-5.3%

Over the last 7 days, the Financials industry has dropped 1.6%, driven by JPMorgan Chase declining 1.7%. In the past year, the industry has gained 8.9%. Looking forward, earnings are forecast to grow by 8.9% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 28 Apr 2026US$9.9tUS$3.3tUS$580.6b13x17x3x
Thu, 26 Mar 2026US$9.4tUS$3.3tUS$562.9b12.2x16.7x2.9x
Sat, 21 Feb 2026US$10.0tUS$3.3tUS$564.9b12.6x17.7x3x
Mon, 19 Jan 2026US$10.5tUS$3.2tUS$553.3b12.8x18.9x3.3x
Wed, 17 Dec 2025US$10.5tUS$3.2tUS$552.5b12.9x19x3.3x
Fri, 14 Nov 2025US$10.3tUS$3.2tUS$552.4b12.1x18.6x3.3x
Sun, 12 Oct 2025US$10.0tUS$3.3tUS$517.4b12.5x19.4x3x
Tue, 09 Sep 2025US$10.2tUS$3.3tUS$517.7b13.1x19.8x3.1x
Thu, 07 Aug 2025US$9.9tUS$3.1tUS$516.8b12.2x19.2x3.3x
Sat, 05 Jul 2025US$10.1tUS$3.0tUS$524.9b13.3x19.2x3.3x
Mon, 02 Jun 2025US$9.6tUS$3.0tUS$525.5b12.5x18.2x3.2x
Wed, 30 Apr 2025US$9.1tUS$3.0tUS$547.2b12.2x16.7x3.1x
Fri, 28 Mar 2025US$9.5tUS$3.0tUS$544.7b12.3x17.5x3.2x
Sun, 23 Feb 2025US$9.7tUS$3.0tUS$564.0b12.3x17.1x3.3x
Tue, 21 Jan 2025US$9.7tUS$2.9tUS$535.0b13x18.1x3.3x
Thu, 19 Dec 2024US$9.5tUS$2.9tUS$504.6b13x18.8x3.3x
Sat, 16 Nov 2024US$9.6tUS$2.9tUS$504.6b13.5x19x3.3x
Mon, 14 Oct 2024US$8.9tUS$2.8tUS$466.4b12.6x19.1x3.1x
Wed, 11 Sep 2024US$8.5tUS$2.8tUS$465.9b12.2x18.3x3x
Fri, 09 Aug 2024US$7.9tUS$2.8tUS$465.1b11.8x17x2.8x
Sun, 07 Jul 2024US$7.9tUS$2.8tUS$461.2b10.8x17.2x2.9x
Tue, 04 Jun 2024US$8.0tUS$2.8tUS$463.2b10.8x17.2x2.9x
Thu, 02 May 2024US$7.7tUS$2.7tUS$480.2b10.8x16.1x2.8x
Sat, 30 Mar 2024US$8.1tUS$2.7tUS$475.0b10.9x17x3x
Mon, 26 Feb 2024US$7.7tUS$2.7tUS$437.5b10.7x17.6x2.8x
Wed, 24 Jan 2024US$7.5tUS$2.7tUS$425.1b11.6x17.6x2.8x
Fri, 22 Dec 2023US$7.3tUS$2.7tUS$446.7b11.5x16.3x2.7x
Sun, 19 Nov 2023US$6.8tUS$2.7tUS$446.7b10.7x15.1x2.5x
Tue, 17 Oct 2023US$6.5tUS$2.7tUS$436.9b10.2x15x2.4x
Thu, 14 Sep 2023US$6.8tUS$2.7tUS$430.8b10.4x15.7x2.5x
Sat, 12 Aug 2023US$6.8tUS$2.7tUS$429.8b11.1x15.9x2.6x
Mon, 10 Jul 2023US$6.5tUS$2.6tUS$342.9b10.6x19x2.5x
Wed, 07 Jun 2023US$6.4tUS$2.6tUS$341.1b10.6x18.8x2.5x
Fri, 05 May 2023US$6.1tUS$2.6tUS$318.3b10x19.1x2.4x
Price to Earnings Ratio

19.1x


Total Market Cap: US$6.1tTotal Earnings: US$318.3bTotal 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 22% per year over the last three years.
  • Revenues for these companies have grown 8.9% 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 Market0.72%
Financials-1.63%
Mortgage REITs0.89%
Mortgage Finance0%0
Diversified Financial-1.38%
Capital Markets-1.58%
Insurance-1.62%
Banks-1.68%
Consumer Finance-3.21%
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 20.4% 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 21% 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 3.2% 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$708.60k0.3%
+US$2.7b		-11.2%PE15.2x
AMP Ameriprise FinancialUS$477.864.7%
+US$1.6b		2.0%PE11.1x
NTRS Northern TrustUS$167.815.5%
+US$1.6b		81.4%PE17.1x
MSCI MSCIUS$591.024.2%
+US$1.6b		10.5%PE32.6x
BLK BlackRockUS$1.06k0.8%
+US$1.3b		15.7%PE26.3x

Latest News

BLK
US$1,056.86
BlackRock
7D
0.8%
1Y
15.7%
NDAQ
US$90.43
Nasdaq
7D
3.0%
1Y
20.4%
STT
US$154.02
State Street
7D
2.6%
1Y
75.9%
BAC
US$52.63
Bank of America
7D
-2.4%
1Y
32.3%

Bank of America Preferreds Pair Trade Idea

Apr 27
AXP
US$318.84
American Express
7D
-3.3%
1Y
20.3%

American Express: Earnings Show Steady Growth, Maintain Buy

Apr 27
BX
US$120.37
Blackstone
7D
-6.7%
1Y
-9.9%
C
US$129.14
Citigroup
7D
-2.9%
1Y
89.1%
AMP
US$477.86
Ameriprise Financial
7D
4.7%
1Y
2.0%
MSCI
US$591.02
MSCI
7D
4.2%
1Y
10.5%

MSCI: Limited AI Risk And Sales Momentum Will Support Premium Multiple

MSCI's updated analyst price target framework now points to a fair value of about $684, up from roughly $672. Analysts tie the change to modestly higher margin expectations, a slightly higher discount rate, and lower assumed future P/E alongside reduced revenue growth assumptions, supported by a recent cluster of upward and a few downward price target revisions across major firms.
MA
US$506.43
Mastercard
7D
-2.0%
1Y
-5.2%

Mastercard's Earnings Preview: It's A Buy Once Again

Apr 26
V
US$309.65
Visa
7D
-1.4%
1Y
-8.3%

I'm Not Ready To Write A Check For Visa, Earnings Preview

Apr 26
HOOD
US$83.95
Robinhood Markets
7D
-8.0%
1Y
71.6%

Robinhood (HOOD): From Disruptor to Financial Powerhouse—The 2026 Earnings Inflection Point

Robinhood Markets, Inc. (HOOD) , the mobile-first vanguard of the retail investing revolution, enters the weekend of Saturday, April 25, 2026 , standing at a strategic crossroads.
WRB
US$66.20
W. R. Berkley
7D
0%
1Y
-6.4%
NTRS
US$167.81
Northern Trust
7D
5.5%
1Y
81.4%
BRK.A
US$708,600.05
Berkshire Hathaway
7D
0.3%
1Y
-11.2%

Underperformance Doesn't Mean A Bargain: Berkshire Hathaway Still Isn't Cheap

Apr 22
JPM
US$311.63
JPMorgan Chase
7D
-1.7%
1Y
28.1%