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U.S. Financials Sector Analysis

UpdatedAug 19, 2026
DataAggregated Company Financials
Companies1403
  • 7D-0.05%
  • 3M11.2%
  • 1Y9.0%
  • YTD4.8%

Over the last 7 days, the Financials industry has remained flat. As for the the longer term, the industry is up 8.4% over the past 12 months. Looking forward, earnings are forecast to grow by 8.0% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 19 Aug 2026US$10.8tUS$3.5tUS$648.6b12.9x16.7x3.1x
Fri, 17 Jul 2026US$10.7tUS$3.4tUS$612.7b13.4x17.5x3.2x
Sun, 14 Jun 2026US$10.1tUS$3.4tUS$596.8b12.9x17x3x
Tue, 12 May 2026US$9.8tUS$3.4tUS$596.8b12.6x16.5x2.9x
Thu, 09 Apr 2026US$9.5tUS$3.3tUS$562.7b13.1x16.9x2.9x
Sat, 07 Mar 2026US$9.8tUS$3.3tUS$562.6b11.9x17.4x3x
Mon, 02 Feb 2026US$10.3tUS$3.2tUS$567.0b12.4x18.1x3.2x
Wed, 31 Dec 2025US$10.6tUS$3.2tUS$552.7b12.7x19.2x3.4x
Fri, 28 Nov 2025US$10.2tUS$3.2tUS$552.7b12.3x18.4x3.2x
Sun, 26 Oct 2025US$10.1tUS$3.1tUS$534.9b12.3x18.9x3.2x
Tue, 23 Sep 2025US$10.5tUS$3.3tUS$517.8b13x20.3x3.2x
Thu, 21 Aug 2025US$10.1tUS$3.3tUS$517.5b12.7x19.6x3.1x
Sat, 19 Jul 2025US$10.2tUS$3.0tUS$528.6b13.2x19.4x3.4x
Mon, 16 Jun 2025US$9.4tUS$3.0tUS$525.2b12.3x18x3.1x
Wed, 14 May 2025US$9.6tUS$3.0tUS$527.8b12.7x18.2x3.2x
Fri, 11 Apr 2025US$8.9tUS$3.0tUS$545.2b11.2x16.4x3x
Sun, 09 Mar 2025US$9.3tUS$3.0tUS$545.1b12.1x17.1x3.1x
Tue, 04 Feb 2025US$9.9tUS$3.0tUS$547.2b12.5x18.1x3.3x
Thu, 02 Jan 2025US$9.3tUS$2.9tUS$505.4b13x18.4x3.2x
Sat, 30 Nov 2024US$9.9tUS$2.9tUS$504.7b13.7x19.6x3.4x
Mon, 28 Oct 2024US$9.0tUS$2.9tUS$471.1b12.5x19x3.1x
Wed, 25 Sep 2024US$8.7tUS$2.8tUS$466.2b12.4x18.7x3.1x
Fri, 23 Aug 2024US$8.4tUS$2.8tUS$465.9b12.2x18x3x
Sun, 21 Jul 2024US$8.2tUS$2.8tUS$470.6b11.8x17.5x3x
Tue, 18 Jun 2024US$7.7tUS$2.8tUS$463.1b10.6x16.7x2.8x
Thu, 16 May 2024US$7.8tUS$2.8tUS$463.1b10.9x16.8x2.8x
Sat, 13 Apr 2024US$7.7tUS$2.7tUS$477.6b10.5x16.1x2.8x
Mon, 11 Mar 2024US$7.8tUS$2.7tUS$472.9b10.7x16.4x2.9x
Wed, 07 Feb 2024US$7.4tUS$2.7tUS$421.3b10.5x17.5x2.8x
Fri, 05 Jan 2024US$7.4tUS$2.7tUS$447.7b11.4x16.4x2.7x
Sun, 03 Dec 2023US$7.0tUS$2.7tUS$445.0b10.9x15.8x2.6x
Tue, 31 Oct 2023US$6.2tUS$2.7tUS$441.4b10.1x14.1x2.3x
Thu, 28 Sep 2023US$6.5tUS$2.7tUS$430.7b10.2x15.1x2.4x
Sat, 26 Aug 2023US$6.6tUS$2.7tUS$430.9b10.5x15.4x2.5x
Price to Earnings Ratio

15.4x


Total Market Cap: US$6.6tTotal Earnings: US$430.9bTotal 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 9.5% 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-0.35%
Financials-0.047%
Capital Markets0.64%
Consumer Finance0.60%
Banks0.33%
Mortgage Finance0%0
Mortgage REITs-0.26%
Diversified Financial-0.76%
Insurance-1.08%
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 12.2%, which is lower than the prior year's growth of 34.4% 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
MA MastercardUS$574.312.3%
+US$11.3b		-1.9%PE30.9x
SCHW Charles SchwabUS$111.683.7%
+US$6.9b		16.6%PE19.9x
CME CME GroupUS$271.544.7%
+US$4.4b		0.02%PE22.9x
MS Morgan StanleyUS$217.551.2%
+US$3.9b		51.0%PE17.5x
NU Nu HoldingsUS$14.355.1%
+US$3.4b		9.4%PB5.2x

Latest News

AON
US$343.20
Aon
7D
-3.7%
1Y
-8.0%
C
US$137.65
Citigroup
7D
1.4%
1Y
46.8%
JPM
US$363.25
JPMorgan Chase
7D
0.3%
1Y
25.0%
MA
US$574.31
Mastercard
7D
2.3%
1Y
-1.9%
Narrative Update • Aug 17

MA: Stablecoin Infrastructure And Crypto Credential Will Support Future Network Relevance

Mastercard's updated analyst fair value estimate moved modestly higher to about $667 per share, as analysts factor in higher Q2 price targets supported by solid purchase volumes, recovering cross border travel, and contributions from value added services, despite slightly lower modeled revenue growth, profit margin, and future P/E assumptions. Analyst Commentary Recent Street research on Mastercard is largely constructive, with many firms lifting price targets after Q2 results.
APO
US$133.85
Apollo Global Management
7D
-4.6%
1Y
-2.4%
BRK.A
US$753,600.00
Berkshire Hathaway
7D
-2.8%
1Y
3.6%
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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$91.53
Robinhood Markets
7D
-3.6%
1Y
-13.1%
NU
US$14.35
Nu Holdings
7D
5.1%
1Y
9.4%
Narrative Update • Aug 16

NU: Latin American Banking Licenses Will Support Long-Term Earnings Potential

Analysts have adjusted their fair value estimate for Nu Holdings stock from $22.00 to $23.00, reflecting updated assumptions for the discount rate, revenue growth, profit margin, and future P/E. What’s in the News for Nu Holdings Nu Holdings reported Q2 2026 net profit of US$1.06b, which was above analyst estimates, with management linking the result to higher revenue and stronger risk adjusted net interest margins.
BX
US$140.59
Blackstone
7D
-4.5%
1Y
-16.0%
ICE
US$156.18
Intercontinental Exchange
7D
3.3%
1Y
-12.4%
Seeking Alpha • Aug 14

Intercontinental Exchange: A Setup That Has Proven Highly Profitable

Summary ICE has delivered an 18% annualized return since its 2005 IPO and 15% annual EPS growth since 2006, with EPS growing in each of the last nineteen years. Its highly moated Exchanges segment generates nearly 70% of earnings, anchored by a crown-jewel energy franchise with revenues more than two-and-a-half times those of its next-largest competitor. We are confident perps hold little if any appeal for institutional investors who drive over ~95% of ICE's trading volume. We believe that a favorable macro backdrop and powerful secular tailwinds should enable ICE to achieve low-to-mid-teens earnings growth. Read the full article on Seeking Alpha
PGR
US$207.23
Progressive
7D
-2.4%
1Y
-17.3%
CME
US$271.54
CME Group
7D
4.7%
1Y
0.02%
Seeking Alpha • Aug 13

CME Group: 'Buy' The Market's Infrastructure

Summary CME Group operates as the world's leading derivatives marketplace, serving as essential infrastructure for stock and fixed income markets. CME benefits from interest rate volatility, proprietary benchmark products, and a high-margin, recurring revenue model with 33 consecutive quarters of market data growth. Shares trade at a forward P/E of 21.8, a 9% discount to a $290 fair value estimate; consensus expects 7.5% annual EPS growth through 2028. Risks include periods of market calm compressing volumes and potential competition from OTC platforms, but CME's dominant position and dividend growth remain compelling. Read the full article on Seeking Alpha
SCHW
US$111.68
Charles Schwab
7D
3.7%
1Y
16.6%
MS
US$217.55
Morgan Stanley
7D
1.2%
1Y
51.0%
KKR
US$107.19
KKR
7D
-3.4%
1Y
-22.9%
MRSH
US$186.37
Marsh & McLennan Companies
7D
-2.6%
1Y
-11.6%