Have your own idea? Try our Stock Screener
U.S. Financials Sector Analysis
UpdatedMay 22, 2025
DataAggregated Company Financials
Companies1335
- 7D-1.7%
- 3M-3.2%
- 1Y18.7%
- YTD2.7%
In the last week, the Financials industry is down 1.7% with Fiserv down the most at 15%. Over the past 12 months, the industry was up 19%. Earnings are forecast to grow by 9.4% 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, 22 May 2025 | US$9.7t | US$3.0t | US$523.9b | 12.5x | 18.5x | 3.2x |
| Sat, 19 Apr 2025 | US$8.8t | US$3.0t | US$550.9b | 11.3x | 16x | 3x |
| Mon, 17 Mar 2025 | US$9.2t | US$3.0t | US$545.1b | 11.9x | 16.9x | 3.1x |
| Wed, 12 Feb 2025 | US$9.9t | US$3.0t | US$552.7b | 12.8x | 17.9x | 3.3x |
| Fri, 10 Jan 2025 | US$9.3t | US$2.9t | US$505.9b | 12.7x | 18.5x | 3.2x |
| Sun, 08 Dec 2024 | US$9.8t | US$2.9t | US$504.7b | 13.6x | 19.3x | 3.4x |
| Tue, 05 Nov 2024 | US$8.9t | US$2.9t | US$511.4b | 12.5x | 17.4x | 3.1x |
| Thu, 03 Oct 2024 | US$8.7t | US$2.8t | US$466.4b | 12.2x | 18.6x | 3.1x |
| Sat, 31 Aug 2024 | US$8.7t | US$2.8t | US$465.9b | 12.6x | 18.6x | 3.1x |
| Mon, 29 Jul 2024 | US$8.4t | US$2.8t | US$467.8b | 12.5x | 17.9x | 3x |
| Wed, 26 Jun 2024 | US$7.9t | US$2.8t | US$463.0b | 10.6x | 17.2x | 2.9x |
| Fri, 24 May 2024 | US$8.0t | US$2.8t | US$463.2b | 10.8x | 17.3x | 2.9x |
| Sun, 21 Apr 2024 | US$7.7t | US$2.7t | US$474.4b | 10.5x | 16.3x | 2.8x |
| Tue, 19 Mar 2024 | US$7.8t | US$2.7t | US$473.0b | 10.5x | 16.5x | 2.9x |
| Thu, 15 Feb 2024 | US$7.4t | US$2.7t | US$434.3b | 10.5x | 17x | 2.7x |
| Sat, 13 Jan 2024 | US$7.4t | US$2.7t | US$448.4b | 11.2x | 16.4x | 2.7x |
| Mon, 11 Dec 2023 | US$6.9t | US$2.7t | US$446.6b | 11x | 15.4x | 2.6x |
| Wed, 08 Nov 2023 | US$6.5t | US$2.7t | US$437.3b | 10.6x | 15x | 2.4x |
| Fri, 06 Oct 2023 | US$6.4t | US$2.7t | US$430.9b | 10.3x | 14.9x | 2.4x |
| Sun, 03 Sep 2023 | US$6.8t | US$2.7t | US$434.9b | 10.7x | 15.7x | 2.6x |
| Tue, 01 Aug 2023 | US$6.9t | US$2.6t | US$348.8b | 11.2x | 19.8x | 2.6x |
| Thu, 29 Jun 2023 | US$6.4t | US$2.6t | US$342.8b | 10.4x | 18.7x | 2.5x |
| Sat, 27 May 2023 | US$6.2t | US$2.6t | US$341.1b | 10.4x | 18.2x | 2.4x |
| Mon, 24 Apr 2023 | US$6.5t | US$2.6t | US$323.5b | 10.5x | 20x | 2.5x |
| Wed, 22 Mar 2023 | US$5.2t | US$2.4t | US$307.0b | 10.7x | 16.8x | 2.2x |
| Fri, 17 Feb 2023 | US$5.8t | US$2.4t | US$340.4b | 11.8x | 17.1x | 2.4x |
| Sun, 15 Jan 2023 | US$5.8t | US$2.4t | US$367.2b | 11.7x | 15.7x | 2.4x |
| Tue, 13 Dec 2022 | US$5.6t | US$2.4t | US$368.8b | 11.8x | 15.1x | 2.3x |
| Thu, 10 Nov 2022 | US$5.5t | US$2.4t | US$367.8b | 11.6x | 14.9x | 2.3x |
| Sat, 08 Oct 2022 | US$5.1t | US$2.4t | US$408.3b | 11.2x | 12.4x | 2.1x |
| Mon, 05 Sep 2022 | US$5.3t | US$2.4t | US$397.6b | 11.4x | 13.4x | 2.2x |
| Wed, 03 Aug 2022 | US$5.4t | US$2.4t | US$481.9b | 11.6x | 11.2x | 2.3x |
| Fri, 01 Jul 2022 | US$5.2t | US$2.4t | US$513.6b | 11x | 10.1x | 2.1x |
| Sun, 29 May 2022 | US$5.9t | US$2.4t | US$514.0b | 11.1x | 11.5x | 2.4x |
Price to Earnings Ratio
11.5x
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 18.5x 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 | -1.15% | |
| Financials | -1.70% | |
| Insurance | 0.96% | |
| Mortgage Finance | 0% | 0 |
| Diversified Financial | -0.91% | |
| Capital Markets | -2.05% | |
| Banks | -3.25% | |
| Mortgage REITs | -4.02% | |
| Consumer Finance | -4.85% | |
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 13.1%, which is lower than the prior year's growth of 17.8% 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 4.3% 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 | |
|---|---|---|---|---|---|
| BRK.A Berkshire Hathaway | US$761.38k | 1.1% +US$11.7b | 21.8% | PE13.5x | |
| CME CME Group | US$281.74 | 5.8% +US$5.6b | 33.2% | PE28.3x | |
| V Visa | US$358.30 | 0.5% +US$3.4b | 30.0% | PE34.2x | |
| CB Chubb | US$290.42 | 3.2% +US$3.3b | 8.6% | PE13.7x | |
| MMC Marsh & McLennan Companies | US$229.01 | 2.9% +US$3.2b | 8.6% | PE27.9x |
