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U.S. Financials Sector Analysis

UpdatedSep 01, 2025
DataAggregated Company Financials
Companies1349
  • 7D1.1%
  • 3M7.3%
  • 1Y19.1%
  • YTD11.9%

Over the last 7 days, the Financials industry has risen 1.1%, driven by gains from Berkshire Hathaway of 3.5%. In the last 12 months, the industry was up 19%. Looking forward, earnings are forecast to grow by 12% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 01 Sep 2025US$10.4tUS$3.3tUS$518.1b13.1x20.1x3.1x
Wed, 30 Jul 2025US$10.2tUS$3.0tUS$533.9b12.7x19.1x3.4x
Fri, 27 Jun 2025US$9.7tUS$3.0tUS$525.6b12.7x18.4x3.2x
Sun, 25 May 2025US$9.4tUS$3.0tUS$523.9b12.4x18x3.1x
Tue, 22 Apr 2025US$8.8tUS$3.0tUS$550.8b11.3x16x3x
Thu, 20 Mar 2025US$9.3tUS$3.0tUS$544.7b12.1x17.1x3.1x
Sat, 15 Feb 2025US$9.9tUS$3.0tUS$558.3b12.7x17.8x3.4x
Mon, 13 Jan 2025US$9.1tUS$2.9tUS$503.2b12.4x18.1x3.1x
Wed, 11 Dec 2024US$9.6tUS$2.9tUS$504.8b13.6x19x3.3x
Fri, 08 Nov 2024US$9.5tUS$2.9tUS$504.0b13.2x18.9x3.3x
Sun, 06 Oct 2024US$8.8tUS$2.8tUS$467.0b12.4x18.8x3.1x
Tue, 03 Sep 2024US$8.7tUS$2.8tUS$466.0b12.6x18.7x3.1x
Thu, 01 Aug 2024US$8.4tUS$2.8tUS$468.6b12.5x18x3x
Sat, 29 Jun 2024US$7.9tUS$2.8tUS$463.1b10.8x17x2.8x
Mon, 27 May 2024US$8.0tUS$2.8tUS$463.2b10.9x17.2x2.9x
Wed, 24 Apr 2024US$7.9tUS$2.7tUS$476.8b10.7x16.5x2.9x
Fri, 22 Mar 2024US$8.0tUS$2.7tUS$473.0b10.8x16.8x2.9x
Sun, 18 Feb 2024US$7.6tUS$2.7tUS$436.5b10.6x17.4x2.8x
Tue, 16 Jan 2024US$7.4tUS$2.7tUS$441.3b11.2x16.7x2.7x
Thu, 14 Dec 2023US$7.1tUS$2.7tUS$446.6b11.3x16x2.6x
Sat, 11 Nov 2023US$6.5tUS$2.7tUS$447.1b10.5x14.6x2.4x
Mon, 09 Oct 2023US$6.5tUS$2.7tUS$430.9b10.3x15x2.4x
Wed, 06 Sep 2023US$6.7tUS$2.7tUS$430.8b10.6x15.6x2.5x
Fri, 04 Aug 2023US$6.8tUS$2.6tUS$349.0b11.2x19.4x2.6x
Sun, 02 Jul 2023US$6.5tUS$2.6tUS$342.8b10.6x19.1x2.5x
Tue, 30 May 2023US$6.2tUS$2.6tUS$341.1b10.4x18.2x2.4x
Thu, 27 Apr 2023US$6.3tUS$2.5tUS$330.1b10.2x19x2.5x
Sat, 25 Mar 2023US$6.1tUS$2.6tUS$319.5b10.6x19.1x2.4x
Mon, 20 Feb 2023US$5.8tUS$2.4tUS$336.7b11.8x17.3x2.4x
Wed, 18 Jan 2023US$5.7tUS$2.4tUS$361.2b11.7x15.9x2.4x
Fri, 16 Dec 2022US$5.4tUS$2.4tUS$368.9b11.4x14.7x2.2x
Sun, 13 Nov 2022US$5.8tUS$2.4tUS$369.3b11.9x15.7x2.4x
Tue, 11 Oct 2022US$5.0tUS$2.4tUS$408.3b11.1x12.4x2.1x
Thu, 08 Sep 2022US$5.3tUS$2.4tUS$397.6b11.3x13.4x2.2x
Price to Earnings Ratio

13.4x


Total Market Cap: US$5.3tTotal Earnings: US$397.6bTotal Revenue: US$2.4tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Financials Sector Price to Earnings3Y Average 17.1x202320242025
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 20.1x which is higher than its 3-year average PE of 17.1x.
  • The 3-year average PS ratio of 2.8x is lower than the industry's current PS ratio of 3.1x.
Past Earnings Growth
  • The earnings for companies in the Financials industry have grown 9.2% per year over the last three years.
  • Revenues for these companies have grown 12% 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 Market0.46%
Financials1.09%
Consumer Finance3.02%
Banks2.07%
Diversified Financial1.68%
Mortgage REITs0.66%
Mortgage Finance0%0
Capital Markets-0.077%
Insurance-0.34%
Industry PE
  • Investors are most optimistic about the Capital Markets industry which is trading above its 3-year average PE ratio of 24.6x.
    • Analysts are expecting annual earnings growth of 13.5%, which is lower than the prior year's growth of 15.8% 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 11.7x.
Forecasted Growth
  • Analysts are most optimistic on the Mortgage REITs industry, expecting annual earnings growth of 54% over the next 5 years.
  • This is better than its past earnings decline of 11% per year.
  • In contrast, the Banks industry is expected to see its earnings grow by 8.7% 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
BRK.A Berkshire HathawayUS$755.28k3.5%
+US$36.8b		5.6%PE17.3x
JPM JPMorgan ChaseUS$301.422.2%
+US$17.9b		34.1%PB2.5x
AXP American ExpressUS$331.284.9%
+US$10.8b		28.1%PE23x
BAC Bank of AmericaUS$50.742.5%
+US$9.3b		24.5%PB1.4x
WFC Wells FargoUS$82.182.5%
+US$6.4b		40.6%PB1.6x

Latest News

ARX
US$20.05
Accelerant Holdings
7D
-32.8%
1Y
n/a
HOOD
US$104.03
Robinhood Markets
7D
-3.6%
1Y
417.0%
BLK
US$1,127.14
BlackRock
7D
-0.9%
1Y
25.0%
BAC
US$50.74
Bank of America
7D
2.5%
1Y
24.5%
CME
US$266.51
CME Group
7D
-1.8%
1Y
23.5%
CBOE
US$235.95
Cboe Global Markets
7D
-5.3%
1Y
14.9%

Electronic Trading Expansion Will Open New Global Markets

Driven by record Q2 revenue growth and a positive earnings surprise, analysts modestly increased Cboe Global Markets’ consensus price target from $246.93 to $249.57, while maintaining some caution due to sector preferences and macroeconomic factors. Analyst Commentary Record Q2 net revenue results, with top and bottom line both growing 14% year-over-year, signaling strong operational performance.
JPM
US$301.42
JPMorgan Chase
7D
2.2%
1Y
34.1%
RKT
US$17.77
Rocket Companies
7D
-5.1%
1Y
-9.6%

Redfin And Mr Cooper Deals Will Test Risks And Upsides

The consensus price target for Rocket Companies has increased, driven by a substantial rise in its projected future P/E ratio despite a notable decline in net profit margin, resulting in the analyst fair value moving from $16.20 to $17.17. Valuation Changes Summary of Valuation Changes for Rocket Companies The Consensus Analyst Price Target has risen from $16.20 to $17.17.
V
US$351.78
Visa
7D
0.8%
1Y
27.3%
FUTU
US$185.60
Futu Holdings
7D
-4.7%
1Y
192.0%

Global Expansion And Digital Finance Will Shape Future Trends

Driven by significantly better-than-expected Q2 results, strong customer and asset growth, and favorable regulatory developments in Hong Kong and China, analysts have raised Futu Holdings’ consensus price target from $162.88 to $182.62. Analyst Commentary Strong Q2 performance, with results well ahead of expectations, driven by robust growth in new customer acquisitions and assets under management.
BRK.A
US$755,280.00
Berkshire Hathaway
7D
3.5%
1Y
5.6%
AXP
US$331.28
American Express
7D
4.9%
1Y
28.1%
ICE
US$176.60
Intercontinental Exchange
7D
-1.4%
1Y
9.3%
WFC
US$82.18
Wells Fargo
7D
2.5%
1Y
40.6%
COF
US$227.22
Capital One Financial
7D
2.8%
1Y
54.6%
MS
US$150.48
Morgan Stanley
7D
1.9%
1Y
45.2%