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U.S. Financials Sector Analysis

UpdatedJul 03, 2026
DataAggregated Company Financials
Companies1411
  • 7D3.7%
  • 3M12.3%
  • 1Y4.9%
  • YTD1.5%

Over the last 7 days, the Financials industry has risen 3.7%, driven by gains from Visa of 9.6%. This means that the industry has gained 4.9% over the past year. Looking forward, earnings are forecast to grow by 9.2% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 03 Jul 2026US$10.4tUS$3.4tUS$595.6b13.3x17.5x3.1x
Sun, 31 May 2026US$9.8tUS$3.4tUS$596.8b12.4x16.5x2.9x
Tue, 28 Apr 2026US$9.9tUS$3.3tUS$580.6b13x17x3x
Thu, 26 Mar 2026US$9.4tUS$3.3tUS$562.9b12.2x16.7x2.9x
Sat, 21 Feb 2026US$10.0tUS$3.3tUS$564.9b12.6x17.7x3x
Mon, 19 Jan 2026US$10.5tUS$3.2tUS$553.3b12.8x18.9x3.3x
Wed, 17 Dec 2025US$10.5tUS$3.2tUS$552.5b12.9x19x3.3x
Fri, 14 Nov 2025US$10.3tUS$3.2tUS$552.4b12.1x18.6x3.3x
Sun, 12 Oct 2025US$10.0tUS$3.3tUS$517.4b12.5x19.4x3x
Tue, 09 Sep 2025US$10.2tUS$3.3tUS$517.7b13.1x19.8x3.1x
Thu, 07 Aug 2025US$9.9tUS$3.1tUS$516.8b12.2x19.2x3.3x
Sat, 05 Jul 2025US$10.1tUS$3.0tUS$524.9b13.3x19.2x3.3x
Mon, 02 Jun 2025US$9.6tUS$3.0tUS$525.5b12.5x18.2x3.2x
Wed, 30 Apr 2025US$9.1tUS$3.0tUS$547.2b12.2x16.7x3.1x
Fri, 28 Mar 2025US$9.5tUS$3.0tUS$544.7b12.3x17.5x3.2x
Sun, 23 Feb 2025US$9.7tUS$3.0tUS$564.0b12.3x17.1x3.3x
Tue, 21 Jan 2025US$9.7tUS$2.9tUS$535.0b13x18.1x3.3x
Thu, 19 Dec 2024US$9.5tUS$2.9tUS$504.6b13x18.8x3.3x
Sat, 16 Nov 2024US$9.6tUS$2.9tUS$504.6b13.5x19x3.3x
Mon, 14 Oct 2024US$8.9tUS$2.8tUS$466.4b12.6x19.1x3.1x
Wed, 11 Sep 2024US$8.5tUS$2.8tUS$465.9b12.2x18.3x3x
Fri, 09 Aug 2024US$7.9tUS$2.8tUS$465.1b11.8x17x2.8x
Sun, 07 Jul 2024US$7.9tUS$2.8tUS$461.2b10.8x17.2x2.9x
Tue, 04 Jun 2024US$8.0tUS$2.8tUS$463.2b10.8x17.2x2.9x
Thu, 02 May 2024US$7.7tUS$2.7tUS$480.2b10.8x16.1x2.8x
Sat, 30 Mar 2024US$8.1tUS$2.7tUS$475.0b10.9x17x3x
Mon, 26 Feb 2024US$7.7tUS$2.7tUS$437.5b10.7x17.6x2.8x
Wed, 24 Jan 2024US$7.5tUS$2.7tUS$425.1b11.6x17.6x2.8x
Fri, 22 Dec 2023US$7.3tUS$2.7tUS$446.7b11.5x16.3x2.7x
Sun, 19 Nov 2023US$6.8tUS$2.7tUS$446.7b10.7x15.1x2.5x
Tue, 17 Oct 2023US$6.5tUS$2.7tUS$436.9b10.2x15x2.4x
Thu, 14 Sep 2023US$6.8tUS$2.7tUS$430.8b10.4x15.7x2.5x
Sat, 12 Aug 2023US$6.8tUS$2.7tUS$429.8b11.1x15.9x2.6x
Mon, 10 Jul 2023US$6.5tUS$2.6tUS$342.9b10.6x19x2.5x
Price to Earnings Ratio

19x


Total Market Cap: US$6.5tTotal Earnings: US$342.9bTotal Revenue: US$2.6tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Financials Sector Price to Earnings3Y Average 17.6x202420252026
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 17.6x.
  • 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 20% per year over the last three years.
  • Revenues for these companies have grown 9.0% 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 Market1.38%
Financials3.68%
Insurance7.97%
Diversified Financial6.57%
Capital Markets3.03%
Consumer Finance2.06%
Banks0.30%
Mortgage REITs0.12%
Mortgage Finance0%0
Industry PE
  • Investors are most optimistic about the Capital Markets industry, which is trading close to its 3-year average PE ratio of 25.8x.
    • Analysts are expecting annual earnings growth of 12.6%, which is lower than the prior year's growth of 38.3% per year.
  • Investors are most pessimistic about the Mortgage REITs industry, which is trading below its 3-year average of 19.2x.
Forecasted Growth
  • Analysts are most optimistic on the Mortgage REITs industry, expecting annual earnings growth of 26% over the next 5 years.
  • This is better than its past earnings growth rate of 4.1% per year.
  • In contrast, the Insurance industry is expected to see its earnings grow by 2.1% 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
V VisaUS$362.139.6%
+US$59.6b		0.9%PE31x
MA MastercardUS$539.3910.3%
+US$44.6b		-5.2%PE30.6x
BRK.A Berkshire HathawayUS$761.58k3.8%
+US$40.5b		4.7%PE15.1x
SPGI S&P GlobalUS$439.8911.3%
+US$13.2b		-16.9%PE27.3x
SCHW Charles SchwabUS$97.008.5%
+US$13.1b		6.0%PE18.7x

Latest News

HOOD
US$112.73
Robinhood Markets
7D
14.2%
1Y
19.4%
JPM
US$334.47
JPMorgan Chase
7D
-0.2%
1Y
13.0%
SNEX
US$120.55
StoneX Group
7D
-12.2%
1Y
92.8%
SPGI
US$439.89
S&P Global
7D
11.3%
1Y
-16.9%
V
US$362.13
Visa
7D
9.6%
1Y
0.9%
C
US$139.97
Citigroup
7D
-3.5%
1Y
57.8%
BRK.A
US$761,579.98
Berkshire Hathaway
7D
3.8%
1Y
4.7%
CB
US$361.17
Chubb
7D
9.2%
1Y
27.3%
MA
US$539.39
Mastercard
7D
10.3%
1Y
-5.2%
SYF
US$76.33
Synchrony Financial
7D
-2.8%
1Y
8.8%
MAAS
US$15.03
Maase
7D
-13.9%
1Y
n/a
APO
US$118.61
Apollo Global Management
7D
-2.4%
1Y
-17.9%
PGR
US$232.22
Progressive
7D
7.7%
1Y
-11.3%
GS
US$1,021.00
Goldman Sachs Group
7D
-4.1%
1Y
41.1%
MS
US$213.93
Morgan Stanley
7D
-3.2%
1Y
48.4%
Narrative Update • Jun 29

MS: Capital Returns And Private Market Tensions Will Shape Balanced Future Returns

Analysts have lifted their price target on Morgan Stanley from about $190.33 to around $206.67, citing updated assumptions on discount rate, revenue growth, profit margin, and future P/E that adjust the valuation framework rather than a single catalyst. What's in the News Morgan Stanley capped redemptions at its North Haven Private Income Fund after investors requested withdrawals equal to 11.6% of shares outstanding in Q2, more than double the fund’s 5% quarterly limit, with only about 43% of requests to be fulfilled on a pro rata basis, according to recent reporting on private credit market stress.
SCHW
US$97.00
Charles Schwab
7D
8.5%
1Y
6.0%