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U.S. Financials Sector Analysis
UpdatedMay 20, 2025
DataAggregated Company Financials
Companies1332
- 7D1.4%
- 3M-2.1%
- 1Y22.1%
- YTD5.7%
In the last week, the Financials industry is up 1.4%, with Visa up 3.4%. Meanwhile, Fiserv actually underperformed within the industry, shrinking 9.5% in the last week. This means that the industry has gained 22% over the past year. Earnings are forecast to grow by 9.3% annually.
Sector Valuation and Performance
Has the U.S. Financials Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 20 May 2025 | US$9.7t | US$3.0t | US$523.5b | 12.8x | 18.6x | 3.2x |
| Thu, 17 Apr 2025 | US$8.9t | US$3.0t | US$541.9b | 11.4x | 16.5x | 3x |
| Sat, 15 Mar 2025 | US$9.0t | US$3.0t | US$553.2b | 11.9x | 16.2x | 3x |
| Mon, 10 Feb 2025 | US$10.0t | US$3.0t | US$554.0b | 12.6x | 18x | 3.4x |
| Wed, 08 Jan 2025 | US$9.4t | US$2.9t | US$505.8b | 12.7x | 18.5x | 3.2x |
| Fri, 06 Dec 2024 | US$9.7t | US$2.9t | US$504.7b | 13.6x | 19.3x | 3.3x |
| Sun, 03 Nov 2024 | US$8.9t | US$2.9t | US$472.6b | 12.6x | 18.9x | 3.1x |
| Tue, 01 Oct 2024 | US$8.7t | US$2.8t | US$466.5b | 12.5x | 18.6x | 3.1x |
| Thu, 29 Aug 2024 | US$8.6t | US$2.8t | US$465.9b | 12.5x | 18.4x | 3x |
| Sat, 27 Jul 2024 | US$8.2t | US$2.8t | US$465.3b | 12.5x | 17.7x | 2.9x |
| Mon, 24 Jun 2024 | US$7.9t | US$2.8t | US$463.0b | 10.5x | 17x | 2.8x |
| Wed, 22 May 2024 | US$8.0t | US$2.8t | US$463.2b | 11x | 17.4x | 2.9x |
| Fri, 19 Apr 2024 | US$7.6t | US$2.7t | US$474.3b | 10.4x | 16.1x | 2.8x |
| Sun, 17 Mar 2024 | US$7.8t | US$2.7t | US$473.0b | 10.5x | 16.4x | 2.9x |
| Tue, 13 Feb 2024 | US$7.5t | US$2.7t | US$431.8b | 10.6x | 17.4x | 2.8x |
| Thu, 11 Jan 2024 | US$7.4t | US$2.7t | US$447.7b | 11.3x | 16.5x | 2.7x |
| Sat, 09 Dec 2023 | US$7.0t | US$2.7t | US$446.5b | 11x | 15.7x | 2.6x |
| Mon, 06 Nov 2023 | US$6.6t | US$2.7t | US$448.0b | 10.8x | 14.7x | 2.5x |
| Wed, 04 Oct 2023 | US$6.5t | US$2.7t | US$430.9b | 10.2x | 15x | 2.4x |
| Fri, 01 Sep 2023 | US$6.8t | US$2.7t | US$435.0b | 10.7x | 15.6x | 2.5x |
| Sun, 30 Jul 2023 | US$6.9t | US$2.6t | US$350.9b | 11.2x | 19.5x | 2.6x |
| Tue, 27 Jun 2023 | US$6.3t | US$2.6t | US$341.2b | 10.4x | 18.6x | 2.4x |
| Thu, 25 May 2023 | US$6.2t | US$2.6t | US$341.5b | 10.3x | 18.1x | 2.4x |
| Sat, 22 Apr 2023 | US$6.5t | US$2.6t | US$323.5b | 10.5x | 20x | 2.5x |
| Mon, 20 Mar 2023 | US$5.0t | US$2.4t | US$306.9b | 10.6x | 16.2x | 2.1x |
| Wed, 15 Feb 2023 | US$5.9t | US$2.4t | US$341.6b | 11.7x | 17.2x | 2.4x |
| Fri, 13 Jan 2023 | US$5.7t | US$2.4t | US$369.1b | 11.7x | 15.5x | 2.4x |
| Sun, 11 Dec 2022 | US$5.5t | US$2.4t | US$369.3b | 11.7x | 14.9x | 2.3x |
| Tue, 08 Nov 2022 | US$5.5t | US$2.4t | US$381.7b | 11.7x | 14.4x | 2.3x |
| Thu, 06 Oct 2022 | US$5.2t | US$2.4t | US$408.3b | 11.2x | 12.9x | 2.2x |
| Sat, 03 Sep 2022 | US$5.3t | US$2.4t | US$397.6b | 11.4x | 13.4x | 2.2x |
| Mon, 01 Aug 2022 | US$5.5t | US$2.4t | US$482.9b | 11.6x | 11.4x | 2.3x |
| Wed, 29 Jun 2022 | US$5.3t | US$2.4t | US$513.8b | 11x | 10.3x | 2.2x |
| Fri, 27 May 2022 | US$5.7t | US$2.4t | US$514.2b | 10.9x | 11x | 2.3x |
Price to Earnings Ratio
11x
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 18.6x which is higher than its 3-year average PE of 16.4x.
- The 3-year average PS ratio of 2.7x is lower than the industry's current PS ratio of 3.2x.
Past Earnings Growth
- The earnings for companies in the Financials industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have grown 7.5% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.
Industry Trends
Which industries have driven the changes within the U.S. Financials sector?
| US Market | 1.58% | |
| Financials | 1.43% | |
| Capital Markets | 2.45% | |
| Insurance | 1.82% | |
| Banks | 1.41% | |
| Mortgage REITs | 0.86% | |
| Diversified Financial | 0.68% | |
| Mortgage Finance | 0% | 0 |
| Consumer Finance | -0.38% | |
Industry PE
- Investors are most optimistic about the Capital Markets industry, which is trading close to its 3-year average PE ratio of 23.5x.
- Analysts are expecting annual earnings growth of 13.1%, which is lower than the prior year's growth of 18.2% 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 11.3x.
Forecasted Growth
- Analysts are most optimistic on the Mortgage REITs industry, expecting annual earnings growth of 43% over the next 5 years.
- This is better than its past earnings decline of 19% per year.
- In contrast, the Diversified Financial industry is expected to see its earnings grow by 4.2% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| V Visa | US$366.84 | 3.0% +US$20.0b | 32.9% | PE35x | |
| JPM JPMorgan Chase | US$265.68 | 1.0% +US$7.4b | 33.2% | PB2.2x | |
| BLK BlackRock | US$997.71 | 4.0% +US$6.0b | 23.9% | PE24.5x | |
| SCHW Charles Schwab | US$89.18 | 3.4% +US$5.4b | 13.0% | PE26.9x | |
| MA Mastercard | US$581.11 | 0.8% +US$4.1b | 26.6% | PE40.1x |
