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U.S. Financials Sector Analysis

UpdatedMay 25, 2025
DataAggregated Company Financials
Companies1339
  • 7D-3.2%
  • 3M-2.1%
  • 1Y19.1%
  • YTD2.3%

The Financials industry is down 3.2% over the last week with Berkshire Hathaway the worst performer, down 2.1%. This takes the industry's 12 month performance to a gain of 19%. 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?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 25 May 2025US$9.4tUS$3.0tUS$523.9b12.4x18x3.1x
Tue, 22 Apr 2025US$8.8tUS$3.0tUS$550.8b11.3x16x3x
Thu, 20 Mar 2025US$9.3tUS$3.0tUS$544.7b12.1x17.1x3.1x
Sat, 15 Feb 2025US$9.9tUS$3.0tUS$558.3b12.7x17.8x3.4x
Mon, 13 Jan 2025US$9.1tUS$2.9tUS$503.2b12.4x18.1x3.1x
Wed, 11 Dec 2024US$9.6tUS$2.9tUS$504.8b13.6x19x3.3x
Fri, 08 Nov 2024US$9.5tUS$2.9tUS$504.0b13.2x18.9x3.3x
Sun, 06 Oct 2024US$8.8tUS$2.8tUS$467.0b12.4x18.8x3.1x
Tue, 03 Sep 2024US$8.7tUS$2.8tUS$466.0b12.6x18.7x3.1x
Thu, 01 Aug 2024US$8.4tUS$2.8tUS$468.6b12.5x18x3x
Sat, 29 Jun 2024US$7.9tUS$2.8tUS$463.1b10.8x17x2.8x
Mon, 27 May 2024US$8.0tUS$2.8tUS$463.2b10.9x17.2x2.9x
Wed, 24 Apr 2024US$7.9tUS$2.7tUS$476.8b10.7x16.5x2.9x
Fri, 22 Mar 2024US$8.0tUS$2.7tUS$473.0b10.8x16.8x2.9x
Sun, 18 Feb 2024US$7.6tUS$2.7tUS$436.5b10.6x17.4x2.8x
Tue, 16 Jan 2024US$7.4tUS$2.7tUS$441.3b11.2x16.7x2.7x
Thu, 14 Dec 2023US$7.1tUS$2.7tUS$446.6b11.3x16x2.6x
Sat, 11 Nov 2023US$6.5tUS$2.7tUS$447.1b10.5x14.6x2.4x
Mon, 09 Oct 2023US$6.5tUS$2.7tUS$430.9b10.3x15x2.4x
Wed, 06 Sep 2023US$6.7tUS$2.7tUS$430.8b10.6x15.6x2.5x
Fri, 04 Aug 2023US$6.8tUS$2.6tUS$349.0b11.2x19.4x2.6x
Sun, 02 Jul 2023US$6.5tUS$2.6tUS$342.8b10.6x19.1x2.5x
Tue, 30 May 2023US$6.2tUS$2.6tUS$341.1b10.4x18.2x2.4x
Thu, 27 Apr 2023US$6.3tUS$2.5tUS$330.1b10.2x19x2.5x
Sat, 25 Mar 2023US$6.1tUS$2.6tUS$319.5b10.6x19.1x2.4x
Mon, 20 Feb 2023US$5.8tUS$2.4tUS$336.7b11.8x17.3x2.4x
Wed, 18 Jan 2023US$5.7tUS$2.4tUS$361.2b11.7x15.9x2.4x
Fri, 16 Dec 2022US$5.4tUS$2.4tUS$368.9b11.4x14.7x2.2x
Sun, 13 Nov 2022US$5.8tUS$2.4tUS$369.3b11.9x15.7x2.4x
Tue, 11 Oct 2022US$5.0tUS$2.4tUS$408.3b11.1x12.4x2.1x
Thu, 08 Sep 2022US$5.3tUS$2.4tUS$397.6b11.3x13.4x2.2x
Sat, 06 Aug 2022US$5.5tUS$2.4tUS$470.5b11.7x11.7x2.3x
Mon, 04 Jul 2022US$5.3tUS$2.4tUS$514.0b11.1x10.2x2.2x
Wed, 01 Jun 2022US$5.9tUS$2.4tUS$514.0b11.1x11.4x2.4x
Price to Earnings Ratio

11.4x


Total Market Cap: US$5.9tTotal Earnings: US$514.0bTotal Revenue: US$2.4tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Financials Sector Price to Earnings3Y Average 16.5x202320242025
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 16.5x.
  • The 3-year average PS ratio of 2.7x is lower than the industry's current PS ratio of 3.1x.
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-2.65%
Financials-3.22%
Mortgage Finance0%0
Insurance-2.68%
Capital Markets-2.92%
Diversified Financial-3.05%
Banks-3.72%
Consumer Finance-4.88%
Mortgage REITs-5.07%
Industry PE
  • Investors are most optimistic about the Capital Markets industry, which is trading close to its 3-year average PE ratio of 23.6x.
    • Analysts are expecting annual earnings growth of 12.9%, which is lower than the prior year's growth of 16.0% 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 11.4x.
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 4.1% 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
CME CME GroupUS$284.072.8%
+US$2.8b		32.2%PE28.6x
HOOD Robinhood MarketsUS$63.172.3%
+US$1.2b		208.0%PE35.1x
CBOE Cboe Global MarketsUS$231.584.8%
+US$1.1b		26.8%PE30.2x
XYZ BlockUS$58.741.9%
+US$663.8m		-11.5%PE13.8x
FUTU Futu HoldingsUS$111.763.9%
+US$582.0m		49.7%PE22.4x
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Latest News

CBOE

US$231.58

Cboe Global Markets

7D

4.8%

1Y

26.8%

AXP

US$285.22

American Express

7D

-4.8%

1Y

19.7%

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May 23
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JPM

US$260.71

JPMorgan Chase

7D

-2.6%

1Y

29.9%

V

US$353.54

Visa

7D

-3.2%

1Y

28.8%

TPG

US$46.99

TPG

7D

-9.5%

1Y

6.2%

CME

US$284.07

CME Group

7D

2.8%

1Y

32.2%

HOOD

US$63.17

Robinhood Markets

7D

2.3%

1Y

208.0%

INTR

US$7.17

Inter & Co

7D

6.2%

1Y

9.8%

BAC

US$43.20

Bank of America

7D

-3.3%

1Y

8.8%

FUTU

US$111.76

Futu Holdings

7D

3.9%

1Y

49.7%

SEZL

US$105.31

Sezzle

7D

12.3%

1Y

812.8%

XYZ

US$58.74

Block

7D

1.9%

1Y

-11.5%

MS

US$126.07

Morgan Stanley

7D

-4.6%

1Y

27.4%

WFC

US$72.83

Wells Fargo

7D

-4.4%

1Y

21.0%

Wells Fargo: Rebounding, But Not Yet Ready For A Buy

May 11

MA

US$563.58

Mastercard

7D

-3.4%

1Y

24.9%

BRK.A

US$754,505.00

Berkshire Hathaway

7D

-2.1%

1Y

22.5%