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U.S. Financials Sector Analysis
UpdatedJan 15, 2025
DataAggregated Company Financials
Companies1333
- 7D-0.6%
- 3M1.2%
- 1Y29.9%
- YTD-0.1%
The Financials industry has stayed flat over the last week. The past year has been better, since the industry has gained 30% in that time. Earnings are forecast to grow by 7.0% 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 |
|---|---|---|---|---|---|---|
| Wed, 15 Jan 2025 | US$9.3t | US$2.9t | US$505.2b | 12.8x | 18.4x | 3.2x |
| Fri, 13 Dec 2024 | US$9.6t | US$2.9t | US$504.7b | 13.6x | 19.1x | 3.3x |
| Sun, 10 Nov 2024 | US$9.5t | US$2.9t | US$504.7b | 13.3x | 18.8x | 3.3x |
| Tue, 08 Oct 2024 | US$8.8t | US$2.8t | US$466.9b | 12.3x | 18.8x | 3.1x |
| Thu, 05 Sep 2024 | US$8.6t | US$2.8t | US$466.0b | 12.4x | 18.6x | 3.1x |
| Sat, 03 Aug 2024 | US$8.3t | US$2.8t | US$469.9b | 12x | 17.6x | 3x |
| Mon, 01 Jul 2024 | US$7.9t | US$2.8t | US$461.4b | 10.9x | 17.1x | 2.8x |
| Wed, 29 May 2024 | US$8.0t | US$2.8t | US$463.3b | 10.8x | 17.2x | 2.9x |
| Fri, 26 Apr 2024 | US$7.8t | US$2.7t | US$478.5b | 10.7x | 16.4x | 2.9x |
| Sun, 24 Mar 2024 | US$7.9t | US$2.7t | US$473.0b | 10.8x | 16.8x | 2.9x |
| Tue, 20 Feb 2024 | US$7.6t | US$2.7t | US$436.5b | 10.6x | 17.4x | 2.8x |
| Thu, 18 Jan 2024 | US$7.3t | US$2.7t | US$436.9b | 11.1x | 16.7x | 2.7x |
| Sat, 16 Dec 2023 | US$7.3t | US$2.7t | US$446.6b | 11.5x | 16.4x | 2.7x |
| Mon, 13 Nov 2023 | US$6.6t | US$2.7t | US$447.0b | 10.6x | 14.7x | 2.4x |
| Wed, 11 Oct 2023 | US$6.5t | US$2.7t | US$431.0b | 10.2x | 15.1x | 2.5x |
| Fri, 08 Sep 2023 | US$6.7t | US$2.7t | US$430.8b | 10.6x | 15.5x | 2.5x |
| Sun, 06 Aug 2023 | US$6.9t | US$2.6t | US$351.0b | 11.1x | 19.5x | 2.6x |
| Tue, 04 Jul 2023 | US$6.6t | US$2.6t | US$342.8b | 10.6x | 19.2x | 2.5x |
| Thu, 01 Jun 2023 | US$6.2t | US$2.6t | US$341.1b | 10.2x | 18x | 2.4x |
| Sat, 29 Apr 2023 | US$6.4t | US$2.6t | US$318.3b | 10.3x | 20.2x | 2.5x |
| Mon, 27 Mar 2023 | US$6.1t | US$2.6t | US$319.5b | 10.6x | 19.1x | 2.4x |
| Wed, 22 Feb 2023 | US$5.7t | US$2.4t | US$336.4b | 11.7x | 17x | 2.4x |
| Fri, 20 Jan 2023 | US$5.6t | US$2.4t | US$362.5b | 11.6x | 15.4x | 2.3x |
| Sun, 18 Dec 2022 | US$5.4t | US$2.4t | US$368.9b | 11.4x | 14.6x | 2.2x |
| Tue, 15 Nov 2022 | US$5.7t | US$2.4t | US$368.8b | 11.8x | 15.4x | 2.4x |
| Thu, 13 Oct 2022 | US$5.0t | US$2.4t | US$407.8b | 11.1x | 12.2x | 2.1x |
| Sat, 10 Sep 2022 | US$5.6t | US$2.4t | US$397.7b | 11.6x | 14x | 2.3x |
| Mon, 08 Aug 2022 | US$5.5t | US$2.3t | US$469.0b | 11.7x | 11.7x | 2.4x |
| Wed, 06 Jul 2022 | US$5.3t | US$2.4t | US$513.2b | 11x | 10.2x | 2.2x |
| Fri, 03 Jun 2022 | US$5.8t | US$2.4t | US$513.8b | 11.1x | 11.3x | 2.4x |
| Sun, 01 May 2022 | US$5.6t | US$2.4t | US$531.7b | 11.5x | 10.5x | 2.3x |
| Tue, 29 Mar 2022 | US$6.0t | US$2.3t | US$494.5b | 11.1x | 12.2x | 2.6x |
| Thu, 24 Feb 2022 | US$6.6t | US$2.5t | US$554.0b | 10.9x | 11.9x | 2.7x |
| Sat, 22 Jan 2022 | US$6.5t | US$2.4t | US$549.6b | 11x | 11.8x | 2.7x |
Price to Earnings Ratio
11.8x
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 18.4x which is higher than its 3-year average PE of 15.8x.
- The 3-year average PS ratio of 2.6x is lower than the industry's current PS ratio of 3.2x.
Past Earnings Growth
- The earnings for companies in the Financials industry have declined 2.8% per year over the last three years.
- Meanwhile revenues for these companies have grown 6.0% 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, which has decreased profits.
Industry Trends
Which industries have driven the changes within the U.S. Financials sector?
| US Market | -1.18% | |
| Financials | -0.56% | |
| Banks | 0.80% | |
| Consumer Finance | 0.096% | |
| Mortgage Finance | 0% | |
| Insurance | -0.065% | |
| Mortgage REITs | -0.22% | |
| Diversified Financial | -0.90% | |
| Capital Markets | -1.94% | |
Industry PE
- Investors are most optimistic about the Capital Markets industry which is trading above its 3-year average PE ratio of 22.7x.
- Analysts expect its future annual earnings growth (13.1%) to be largely in line with prior year's earnings growth.
- Investors are most pessimistic about the Insurance industry, which is trading below its 3-year average of 18.2x.
Forecasted Growth
- Analysts are most optimistic on the Mortgage REITs industry, expecting annual earnings growth of 49% over the next 5 years.
- This is better than its past earnings growth rate of 5.3% per year.
- In contrast, the Diversified Financial industry is expected to see its earnings decline by 5.0% 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 | |
|---|---|---|---|---|---|
| JPM JPMorgan Chase | US$247.47 | 1.8% +US$12.2b | 48.1% | PB2.1x | |
| AON Aon | US$362.65 | 2.9% +US$2.2b | 19.6% | PE32.2x | |
| COF Capital One Financial | US$184.72 | 2.5% +US$1.7b | 46.5% | PE17.3x | |
| DFS Discover Financial Services | US$180.84 | 2.8% +US$1.2b | 66.3% | PE12.9x | |
| MMC Marsh & McLennan Companies | US$213.37 | 1.0% +US$992.1m | 8.7% | PE26x |