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U.S. Financials Sector Analysis

UpdatedAug 23, 2026
DataAggregated Company Financials
Companies1401
  • 7D-1.2%
  • 3M10.5%
  • 1Y6.2%
  • YTD4.4%

Over the last 7 days, the Financials industry has dropped 1.2%, driven by JPMorgan Chase declining 3.1%. In the past year, the industry has gained 6.2%. Earnings are forecast to grow by 8.1% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 24 Aug 2026US$10.8tUS$3.5tUS$648.6b12.7x16.7x3.1x
Wed, 22 Jul 2026US$10.6tUS$3.4tUS$617.5b13.2x17.2x3.1x
Fri, 19 Jun 2026US$10.2tUS$3.4tUS$596.7b12.7x17.2x3x
Sun, 17 May 2026US$9.8tUS$3.4tUS$597.0b12.4x16.3x2.9x
Tue, 14 Apr 2026US$9.7tUS$3.3tUS$562.8b13.3x17.2x2.9x
Thu, 12 Mar 2026US$9.6tUS$3.3tUS$563.2b11.8x17x2.9x
Sat, 07 Feb 2026US$10.2tUS$3.3tUS$569.2b12.8x17.9x3.1x
Mon, 05 Jan 2026US$10.5tUS$3.2tUS$551.9b12.6x19.1x3.3x
Wed, 03 Dec 2025US$10.1tUS$3.2tUS$552.6b12.3x18.3x3.2x
Fri, 31 Oct 2025US$10.0tUS$3.1tUS$537.8b12.1x18.6x3.2x
Sun, 28 Sep 2025US$10.4tUS$3.3tUS$517.7b13x20.1x3.1x
Tue, 26 Aug 2025US$10.3tUS$3.3tUS$517.8b13x19.8x3.1x
Thu, 24 Jul 2025US$10.1tUS$3.0tUS$531.2b13.1x19x3.3x
Sat, 21 Jun 2025US$9.4tUS$3.0tUS$525.5b12.3x18x3.1x
Mon, 19 May 2025US$9.7tUS$3.0tUS$528.2b12.9x18.4x3.2x
Wed, 16 Apr 2025US$8.9tUS$3.0tUS$543.1b11.4x16.4x3x
Fri, 14 Mar 2025US$9.0tUS$3.0tUS$545.1b11.7x16.6x3x
Sun, 09 Feb 2025US$10.0tUS$3.0tUS$554.0b12.6x18x3.4x
Tue, 07 Jan 2025US$9.4tUS$2.9tUS$505.8b12.9x18.6x3.2x
Thu, 05 Dec 2024US$9.8tUS$2.9tUS$504.7b13.7x19.3x3.4x
Sat, 02 Nov 2024US$8.9tUS$2.9tUS$470.0b12.6x19x3.1x
Mon, 30 Sep 2024US$8.7tUS$2.8tUS$466.2b12.3x18.6x3.1x
Wed, 28 Aug 2024US$8.5tUS$2.8tUS$466.0b12.4x18.3x3x
Fri, 26 Jul 2024US$8.2tUS$2.8tUS$466.0b12.4x17.6x2.9x
Sun, 23 Jun 2024US$7.9tUS$2.8tUS$463.0b10.5x17x2.8x
Tue, 21 May 2024US$8.1tUS$2.8tUS$463.2b10.9x17.5x2.9x
Thu, 18 Apr 2024US$7.5tUS$2.7tUS$474.9b10.2x15.8x2.8x
Sat, 16 Mar 2024US$7.8tUS$2.7tUS$473.0b10.5x16.4x2.9x
Mon, 12 Feb 2024US$7.5tUS$2.7tUS$431.8b10.6x17.3x2.8x
Wed, 10 Jan 2024US$7.4tUS$2.7tUS$447.7b11.3x16.5x2.7x
Fri, 08 Dec 2023US$7.0tUS$2.7tUS$446.3b11x15.6x2.6x
Sun, 05 Nov 2023US$6.6tUS$2.7tUS$448.8b10.8x14.7x2.5x
Tue, 03 Oct 2023US$6.5tUS$2.7tUS$430.9b10.3x15.1x2.4x
Thu, 31 Aug 2023US$6.8tUS$2.7tUS$435.0b10.6x15.6x2.5x
Price to Earnings Ratio

15.6x


Total Market Cap: US$6.8tTotal Earnings: US$435.0bTotal Revenue: US$2.7tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Financials Sector Price to Earnings3Y Average 17.5x202420252026
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 17.5x.
  • The industry is trading close to its 3-year average PS ratio of 3.0x.
Past Earnings Growth
  • The earnings for companies in the Financials industry have grown 15% per year over the last three years.
  • Revenues for these companies have grown 9.4% 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-1.49%
Financials-1.21%
Capital Markets0.82%
Mortgage Finance0%0
Diversified Financial-0.31%
Mortgage REITs-0.56%
Insurance-0.63%
Consumer Finance-1.66%
Banks-4.13%
Industry PE
  • Investors are most optimistic about the Capital Markets industry, which is trading close to its 3-year average PE ratio of 25.7x.
    • Analysts are expecting annual earnings growth of 12.4%, which is lower than the prior year's growth of 34.3% per year.
  • Investors are most pessimistic about the Mortgage REITs industry, which is trading below its 3-year average of 18.4x.
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 13% per year.
  • In contrast, the Insurance industry is expected to see its earnings growth to stay flat over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
V VisaUS$371.041.9%
+US$12.6b		6.0%PE30.4x
HOOD Robinhood MarketsUS$108.1313.2%
+US$11.3b		-1.1%PE46.9x
COIN Coinbase GlobalUS$186.4925.6%
+US$10.0b		-41.7%PS8.1x
MA MastercardUS$580.632.0%
+US$9.9b		-3.1%PE31.3x
PGR ProgressiveUS$219.284.6%
+US$5.6b		-12.0%PE10.9x

Latest News

MA
US$580.63
Mastercard
7D
2.0%
1Y
-3.1%
BAC
US$61.69
Bank of America
7D
-4.3%
1Y
24.7%
JPM
US$351.58
JPMorgan Chase
7D
-3.1%
1Y
18.7%
Seeking Alpha • Aug 22

JPMorgan Chase: Getting Paid 6.4% While Waiting For Lower Interest Rates

Summary JPMorgan Chase delivered robust Q2 results, with net profit reaching $21.2B and EPS of $7.71, driven by strong non-interest revenue growth. JPM's preferred dividends remain well-covered, requiring just 2% of net income, providing a substantial buffer for income-focused investors. JPM.PR.M preferred shares offer a 6.39% yield and significant capital gain potential if called or if market yields decline modestly. While JPM common shares trade at a premium (12-14x forward earnings), I view them as a 'buy on the dips' candidate, especially below $300. Read the full article on Seeking Alpha
C
US$131.65
Citigroup
7D
-5.5%
1Y
38.2%
COIN
US$186.49
Coinbase Global
7D
25.6%
1Y
-41.7%
AJG
US$263.81
Arthur J. Gallagher
7D
5.0%
1Y
-13.0%
Seeking Alpha • Aug 21

16% And Climbing, Why Fundamentals Matter: Arthur J. Gallagher

Summary Arthur J. Gallagher remains a Buy, driven by robust organic growth and disciplined M&A, validating my long-term investment thesis. Q2 2026 revenue grew 24.4% to $3.96B, with adjusted EPS up 23.5% to $2.84, both fueled by acquisitions and 6% organic growth. AJG trades at a 20% discount to my $313 fair value estimate, offering a 34% potential upside through 2027 if growth projections hold. Risks include acquisition integration - especially Apollo Insurance Solutions - and softness in property insurance, but AJG's fundamentals and credit rating underpin continued outperformance. Read the full article on Seeking Alpha
ICE
US$161.25
Intercontinental Exchange
7D
4.2%
1Y
-10.7%
PNC
US$243.13
PNC Financial Services Group
7D
-5.4%
1Y
20.5%
V
US$371.04
Visa
7D
1.9%
1Y
6.0%
PGR
US$219.28
Progressive
7D
4.6%
1Y
-12.0%
COF
US$217.91
Capital One Financial
7D
-4.1%
1Y
-1.5%
SPGI
US$431.29
S&P Global
7D
3.0%
1Y
-22.5%
BRK.A
US$743,500.00
Berkshire Hathaway
7D
-1.6%
1Y
1.2%
Seeking Alpha • Aug 16

Berkshire Hathaway: Greg Abel Gets Busier Buying

Summary Berkshire Hathaway is executing a more active investment strategy under CEO Greg Abel, expanding beyond prior conservatism. Q2 saw significant capital deployment: major additions to Alphabet and Delta, announcement of the $6.8B Taylor Morrison acquisition, and $4.4B in buybacks. Operational improvements continued in insurance, BNSF, and BHE. My sum-of-the-parts valuation now shows a 12.7% premium to market price. I maintain a Buy rating on Berkshire, due to enhanced earnings power and attractive entry post-pullback. Read the full article on Seeking Alpha
HOOD
US$108.13
Robinhood Markets
7D
13.2%
1Y
-1.1%
WFC
US$83.84
Wells Fargo
7D
-5.6%
1Y
6.0%
USB
US$62.05
U.S. Bancorp
7D
-5.2%
1Y
28.5%