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U.S. Financials Sector Analysis
UpdatedJun 04, 2025
DataAggregated Company Financials
Companies1342
- 7D0.2%
- 3M1.6%
- 1Y23.2%
- YTD4.4%
The Financials industry has stayed flat over the last week. As for the the longer term, the industry is up 23% over the past 12 months. As for the next few years, earnings are expected to grow by 9.4% per annum.
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 |
|---|---|---|---|---|---|---|
| Thu, 05 Jun 2025 | US$9.6t | US$3.0t | US$525.4b | 12.5x | 18.2x | 3.2x |
| Sat, 03 May 2025 | US$9.2t | US$3.0t | US$542.5b | 12.3x | 17x | 3.1x |
| Mon, 31 Mar 2025 | US$9.3t | US$3.0t | US$544.8b | 12.1x | 17.1x | 3.1x |
| Wed, 26 Feb 2025 | US$9.7t | US$3.0t | US$545.8b | 12.3x | 17.8x | 3.3x |
| Fri, 24 Jan 2025 | US$9.7t | US$2.9t | US$539.2b | 12.9x | 18x | 3.3x |
| Sun, 22 Dec 2024 | US$9.3t | US$2.9t | US$504.7b | 13.1x | 18.5x | 3.2x |
| Tue, 19 Nov 2024 | US$9.6t | US$2.9t | US$504.6b | 13.5x | 19.1x | 3.3x |
| Thu, 17 Oct 2024 | US$9.1t | US$2.8t | US$468.8b | 12.9x | 19.4x | 3.2x |
| Sat, 14 Sep 2024 | US$8.5t | US$2.8t | US$466.0b | 12.4x | 18.2x | 3x |
| Mon, 12 Aug 2024 | US$8.1t | US$2.8t | US$465.7b | 11.8x | 17.3x | 2.9x |
| Wed, 10 Jul 2024 | US$7.9t | US$2.8t | US$461.3b | 11x | 17.2x | 2.9x |
| Fri, 07 Jun 2024 | US$7.9t | US$2.8t | US$463.2b | 10.7x | 17x | 2.8x |
| Sun, 05 May 2024 | US$7.8t | US$2.8t | US$490.9b | 10.9x | 15.9x | 2.8x |
| Tue, 02 Apr 2024 | US$8.1t | US$2.7t | US$475.0b | 10.9x | 17x | 3x |
| Thu, 29 Feb 2024 | US$7.7t | US$2.7t | US$475.0b | 10.5x | 16.2x | 2.8x |
| Sat, 27 Jan 2024 | US$7.5t | US$2.7t | US$423.2b | 12.2x | 17.8x | 2.8x |
| Mon, 25 Dec 2023 | US$7.4t | US$2.7t | US$446.7b | 11.6x | 16.5x | 2.7x |
| Wed, 22 Nov 2023 | US$6.8t | US$2.7t | US$446.4b | 10.7x | 15.2x | 2.5x |
| Fri, 20 Oct 2023 | US$6.4t | US$2.7t | US$434.9b | 10.2x | 14.7x | 2.4x |
| Sun, 17 Sep 2023 | US$6.8t | US$2.7t | US$430.8b | 10.6x | 15.8x | 2.6x |
| Tue, 15 Aug 2023 | US$6.8t | US$2.7t | US$429.7b | 11x | 15.8x | 2.6x |
| Thu, 13 Jul 2023 | US$6.7t | US$2.6t | US$342.9b | 10.7x | 19.5x | 2.6x |
| Sat, 10 Jun 2023 | US$6.4t | US$2.6t | US$341.1b | 10.6x | 18.9x | 2.5x |
| Mon, 08 May 2023 | US$6.2t | US$2.6t | US$314.0b | 10.1x | 19.9x | 2.4x |
| Wed, 05 Apr 2023 | US$6.3t | US$2.6t | US$318.6b | 10.7x | 19.6x | 2.4x |
| Fri, 03 Mar 2023 | US$5.7t | US$2.4t | US$308.6b | 11.7x | 18.3x | 2.4x |
| Sun, 29 Jan 2023 | US$5.8t | US$2.4t | US$358.9b | 11.4x | 16.2x | 2.4x |
| Tue, 27 Dec 2022 | US$5.4t | US$2.4t | US$368.9b | 11.5x | 14.7x | 2.2x |
| Thu, 24 Nov 2022 | US$5.7t | US$2.4t | US$368.8b | 11.9x | 15.6x | 2.4x |
| Sat, 22 Oct 2022 | US$5.2t | US$2.4t | US$398.3b | 11.3x | 13.1x | 2.2x |
| Mon, 19 Sep 2022 | US$5.4t | US$2.4t | US$408.5b | 11.5x | 13.2x | 2.2x |
| Wed, 17 Aug 2022 | US$5.8t | US$2.4t | US$401.7b | 12.2x | 14.4x | 2.4x |
| Fri, 15 Jul 2022 | US$5.2t | US$2.4t | US$513.2b | 10.9x | 10x | 2.1x |
| Sun, 12 Jun 2022 | US$5.4t | US$2.4t | US$513.7b | 10.8x | 10.5x | 2.2x |
Price to Earnings Ratio
10.5x
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 18.2x which is higher than its 3-year average PE of 16.5x.
- 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 | 0.75% | |
| Financials | 0.19% | |
| Insurance | 1.39% | |
| Consumer Finance | 0.97% | |
| Banks | 0.49% | |
| Mortgage Finance | 0% | 0 |
| Diversified Financial | -0.054% | |
| Mortgage REITs | -0.16% | |
| Capital Markets | -0.66% | |
Industry PE
- Investors are most optimistic about the Capital Markets industry, which is trading close to its 3-year average PE ratio of 23.7x.
- Analysts are expecting annual earnings growth of 13.0%, 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 4.3% 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$368.00 | 2.3% +US$15.5b | 34.1% | PE35.1x | |
| MA Mastercard | US$584.13 | 1.4% +US$7.5b | 30.8% | PE40.4x | |
| HOOD Robinhood Markets | US$72.27 | 10.9% +US$6.3b | 235.0% | PE40.1x | |
| WFC Wells Fargo | US$75.38 | 2.2% +US$5.4b | 28.5% | PB1.5x | |
| PGR Progressive | US$282.17 | 1.9% +US$3.0b | 32.7% | PE19x |