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U.S. Financials Sector Analysis
UpdatedFeb 13, 2025
DataAggregated Company Financials
Companies1332
- 7D-1.0%
- 3M2.8%
- 1Y31.4%
- YTD6.1%
The Financials industry has been flat over the last week, but KKR has lost 9.3%. The past year has been better, since the industry has gained 31% in that time. Earnings are forecast to grow by 8.3% 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 |
|---|---|---|---|---|---|---|
| Thu, 13 Feb 2025 | US$9.9t | US$2.9t | US$552.7b | 12.6x | 17.9x | 3.4x |
| Sat, 11 Jan 2025 | US$9.3t | US$2.9t | US$505.9b | 12.4x | 18.5x | 3.2x |
| Mon, 09 Dec 2024 | US$9.8t | US$2.9t | US$504.7b | 13.7x | 19.3x | 3.4x |
| Wed, 06 Nov 2024 | US$8.9t | US$2.9t | US$505.7b | 12.6x | 17.5x | 3.1x |
| Fri, 04 Oct 2024 | US$8.6t | US$2.8t | US$467.0b | 12.3x | 18.5x | 3.1x |
| Sun, 01 Sep 2024 | US$8.7t | US$2.8t | US$466.0b | 12.6x | 18.7x | 3.1x |
| Tue, 30 Jul 2024 | US$8.4t | US$2.8t | US$467.8b | 12.4x | 17.9x | 3x |
| Thu, 27 Jun 2024 | US$7.9t | US$2.8t | US$463.0b | 10.6x | 17x | 2.8x |
| Sat, 25 May 2024 | US$7.9t | US$2.8t | US$463.2b | 10.9x | 17x | 2.8x |
| Mon, 22 Apr 2024 | US$7.7t | US$2.7t | US$474.4b | 10.5x | 16.3x | 2.8x |
| Wed, 20 Mar 2024 | US$7.8t | US$2.7t | US$473.0b | 10.5x | 16.6x | 2.9x |
| Fri, 16 Feb 2024 | US$7.5t | US$2.7t | US$435.8b | 10.7x | 17.2x | 2.8x |
| Sun, 14 Jan 2024 | US$7.4t | US$2.7t | US$448.4b | 11.2x | 16.4x | 2.7x |
| Tue, 12 Dec 2023 | US$7.1t | US$2.7t | US$446.6b | 11x | 15.9x | 2.6x |
| Thu, 09 Nov 2023 | US$6.5t | US$2.7t | US$444.1b | 10.6x | 14.7x | 2.4x |
| Sat, 07 Oct 2023 | US$6.5t | US$2.7t | US$430.9b | 10.3x | 15x | 2.4x |
| Mon, 04 Sep 2023 | US$6.8t | US$2.7t | US$434.9b | 10.8x | 15.7x | 2.6x |
| Wed, 02 Aug 2023 | US$6.9t | US$2.6t | US$349.8b | 11.2x | 19.7x | 2.6x |
| Fri, 30 Jun 2023 | US$6.5t | US$2.6t | US$342.8b | 10.4x | 18.9x | 2.5x |
| Sun, 28 May 2023 | US$6.2t | US$2.6t | US$341.1b | 10.4x | 18.2x | 2.4x |
| Tue, 25 Apr 2023 | US$6.4t | US$2.6t | US$323.5b | 10.4x | 19.9x | 2.5x |
| Thu, 23 Mar 2023 | US$5.0t | US$2.4t | US$307.1b | 10.5x | 16.4x | 2.1x |
| Sat, 18 Feb 2023 | US$5.8t | US$2.4t | US$340.2b | 11.8x | 17.1x | 2.4x |
| Mon, 16 Jan 2023 | US$5.8t | US$2.4t | US$367.2b | 11.7x | 15.7x | 2.4x |
| Wed, 14 Dec 2022 | US$5.6t | US$2.4t | US$369.3b | 11.8x | 15.1x | 2.3x |
| Fri, 11 Nov 2022 | US$5.7t | US$2.4t | US$368.5b | 11.9x | 15.6x | 2.4x |
| Sun, 09 Oct 2022 | US$5.1t | US$2.4t | US$408.4b | 11.1x | 12.4x | 2.1x |
| Tue, 06 Sep 2022 | US$5.3t | US$2.4t | US$397.6b | 11.4x | 13.4x | 2.2x |
| Thu, 04 Aug 2022 | US$5.5t | US$2.4t | US$479.1b | 11.6x | 11.4x | 2.3x |
| Sat, 02 Jul 2022 | US$5.3t | US$2.4t | US$514.0b | 11.1x | 10.2x | 2.2x |
| Mon, 30 May 2022 | US$5.9t | US$2.4t | US$514.0b | 11.1x | 11.5x | 2.4x |
| Wed, 27 Apr 2022 | US$5.9t | US$2.4t | US$535.9b | 11.7x | 11x | 2.4x |
| Fri, 25 Mar 2022 | US$6.6t | US$2.5t | US$557.5b | 11.1x | 11.9x | 2.6x |
| Sun, 20 Feb 2022 | US$6.6t | US$2.5t | US$553.6b | 10.9x | 12x | 2.7x |
Price to Earnings Ratio
12x
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 17.9x which is higher than its 3-year average PE of 15.9x.
- The 3-year average PS ratio of 2.6x is lower than the industry's current PS ratio of 3.4x.
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 6.1% 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 | -0.48% | |
| Financials | -0.97% | |
| Mortgage REITs | 0.64% | |
| Mortgage Finance | 0% | 0 |
| Banks | -0.31% | |
| Insurance | -0.64% | |
| Diversified Financial | -0.73% | |
| Capital Markets | -1.69% | |
| Consumer Finance | -3.20% | |
Industry PE
- Investors are most optimistic about the Capital Markets industry which is trading above its 3-year average PE ratio of 22.9x.
- Analysts are expecting annual earnings growth of 13.2%, which is lower than the prior year's growth of 17.2% per year.
- Investors are most pessimistic about the Mortgage REITs industry, which is trading close to its 3-year average of 15.7x.
Forecasted Growth
- Analysts are most optimistic on the Mortgage REITs industry, expecting annual earnings growth of 30% over the next 5 years.
- This is better than its past earnings growth rate of 5.6% per year.
- In contrast, the Diversified Financial 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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| JPM JPMorgan Chase | US$275.45 | 1.9% +US$14.0b | 56.5% | PB2.4x | |
| PGR Progressive | US$256.79 | 3.1% +US$4.6b | 36.6% | PE17.8x | |
| AFRM Affirm Holdings | US$75.66 | 20.5% +US$4.3b | 84.6% | PS8.6x | |
| SPGI S&P Global | US$531.51 | 3.4% +US$4.2b | 26.2% | PE42.5x | |
| V Visa | US$351.49 | 0.6% +US$4.0b | 26.6% | PE34.8x |
