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U.S. Financials Sector Analysis

UpdatedAug 10, 2025
DataAggregated Company Financials
Companies1351
  • 7D1.0%
  • 3M3.3%
  • 1Y23.4%
  • YTD7.6%

Robinhood Markets is up 15%, leading the way for the Financials industry, which has gained 1.0%. In the last 12 months, the industry was up 23%. As for the next few years, earnings are expected to grow by 12% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 10 Aug 2025US$10.0tUS$3.1tUS$518.6b12.4x19.2x3.3x
Tue, 08 Jul 2025US$10.1tUS$3.0tUS$524.9b13.2x19.3x3.4x
Thu, 05 Jun 2025US$9.6tUS$3.0tUS$525.4b12.3x18.3x3.2x
Sat, 03 May 2025US$9.2tUS$3.0tUS$542.5b12.3x17x3.1x
Mon, 31 Mar 2025US$9.3tUS$3.0tUS$544.8b12.1x17.1x3.1x
Wed, 26 Feb 2025US$9.7tUS$3.0tUS$545.8b12.3x17.8x3.3x
Fri, 24 Jan 2025US$9.7tUS$2.9tUS$539.2b12.9x18x3.3x
Sun, 22 Dec 2024US$9.3tUS$2.9tUS$504.7b13.1x18.5x3.2x
Tue, 19 Nov 2024US$9.6tUS$2.9tUS$504.6b13.5x19.1x3.3x
Thu, 17 Oct 2024US$9.1tUS$2.8tUS$468.8b12.9x19.4x3.2x
Sat, 14 Sep 2024US$8.5tUS$2.8tUS$466.0b12.4x18.2x3x
Mon, 12 Aug 2024US$8.1tUS$2.8tUS$465.7b11.8x17.3x2.9x
Wed, 10 Jul 2024US$7.9tUS$2.8tUS$461.3b11x17.2x2.9x
Fri, 07 Jun 2024US$7.9tUS$2.8tUS$463.2b10.7x17x2.8x
Sun, 05 May 2024US$7.8tUS$2.8tUS$490.9b10.9x15.9x2.8x
Tue, 02 Apr 2024US$8.1tUS$2.7tUS$475.0b10.9x17x3x
Thu, 29 Feb 2024US$7.7tUS$2.7tUS$475.0b10.5x16.2x2.8x
Sat, 27 Jan 2024US$7.5tUS$2.7tUS$423.2b12.2x17.8x2.8x
Mon, 25 Dec 2023US$7.4tUS$2.7tUS$446.7b11.6x16.5x2.7x
Wed, 22 Nov 2023US$6.8tUS$2.7tUS$446.4b10.7x15.2x2.5x
Fri, 20 Oct 2023US$6.4tUS$2.7tUS$434.9b10.2x14.7x2.4x
Sun, 17 Sep 2023US$6.8tUS$2.7tUS$430.8b10.6x15.8x2.6x
Tue, 15 Aug 2023US$6.8tUS$2.7tUS$429.7b11x15.8x2.6x
Thu, 13 Jul 2023US$6.7tUS$2.6tUS$342.9b10.7x19.5x2.6x
Sat, 10 Jun 2023US$6.4tUS$2.6tUS$341.1b10.6x18.9x2.5x
Mon, 08 May 2023US$6.2tUS$2.6tUS$314.0b10.1x19.9x2.4x
Wed, 05 Apr 2023US$6.3tUS$2.6tUS$318.6b10.7x19.6x2.4x
Fri, 03 Mar 2023US$5.7tUS$2.4tUS$308.6b11.7x18.3x2.4x
Sun, 29 Jan 2023US$5.8tUS$2.4tUS$358.9b11.4x16.2x2.4x
Tue, 27 Dec 2022US$5.4tUS$2.4tUS$368.9b11.5x14.7x2.2x
Thu, 24 Nov 2022US$5.7tUS$2.4tUS$368.8b11.9x15.6x2.4x
Sat, 22 Oct 2022US$5.2tUS$2.4tUS$398.3b11.3x13.1x2.2x
Mon, 19 Sep 2022US$5.4tUS$2.4tUS$408.5b11.5x13.2x2.2x
Wed, 17 Aug 2022US$5.8tUS$2.4tUS$401.7b12.2x14.4x2.4x
Price to Earnings Ratio

14.4x


Total Market Cap: US$5.8tTotal Earnings: US$401.7bTotal Revenue: US$2.4tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Financials Sector Price to Earnings3Y Average 17x202320242025
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 19.2x which is higher than its 3-year average PE of 17.0x.
  • The 3-year average PS ratio of 2.8x is lower than the industry's current PS ratio of 3.3x.
Past Earnings Growth
  • The earnings for companies in the Financials industry have grown 8.9% per year over the last three years.
  • Revenues for these companies have grown 8.9% 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 Market2.39%
Financials1.01%
Insurance2.36%
Capital Markets2.15%
Consumer Finance1.57%
Mortgage REITs1.25%
Banks0.55%
Mortgage Finance0%0
Diversified Financial-0.52%
Industry PE
  • Investors are most optimistic about the Capital Markets industry which is trading above its 3-year average PE ratio of 24.4x.
    • Analysts are expecting annual earnings growth of 14.0%, which is lower than the prior year's growth of 18.2% 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 11.6x.
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 3.3% per year.
  • In contrast, the Banks industry is expected to see its earnings grow by 8.4% 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
HOOD Robinhood MarketsUS$114.6314.7%
+US$13.1b		539.7%PE57x
MA MastercardUS$574.322.6%
+US$13.0b		25.7%PE38.2x
MS Morgan StanleyUS$143.182.9%
+US$5.4b		51.2%PE16.2x
BLK BlackRockUS$1.12k3.0%
+US$5.1b		31.4%PE27.2x
KSPI Kaspi.kzUS$94.9624.7%
+US$3.6b		-21.1%PE9x

Latest News

MS
US$143.18
Morgan Stanley
7D
2.9%
1Y
51.2%
SPGI
US$556.87
S&P Global
7D
2.1%
1Y
14.0%
SEZL
US$91.51
Sezzle
7D
-36.5%
1Y
371.7%
CHYM
US$28.89
Chime Financial
7D
-11.5%
1Y
n/a
MA
US$574.32
Mastercard
7D
2.6%
1Y
25.7%
V
US$336.78
Visa
7D
-0.8%
1Y
29.7%
HOOD
US$114.63
Robinhood Markets
7D
14.7%
1Y
539.7%
FOUR
US$81.61
Shift4 Payments
7D
-19.9%
1Y
14.3%
TOST
US$43.08
Toast
7D
-7.7%
1Y
82.3%
BLK
US$1,124.97
BlackRock
7D
3.0%
1Y
31.4%
FIS
US$71.16
Fidelity National Information Services
7D
-9.2%
1Y
-8.3%
GS
US$721.27
Goldman Sachs Group
7D
1.6%
1Y
47.1%

Goldman Sachs Group (NYSE:GS) Will Pay A Larger Dividend Than Last Year At $4.00

Aug 05
Goldman Sachs Group (NYSE:GS) Will Pay A Larger Dividend Than Last Year At $4.00
BRK.A
US$698,040.10
Berkshire Hathaway
7D
-1.9%
1Y
7.8%
KSPI
US$94.96
Kaspi.kz
7D
24.7%
1Y
-21.1%
JPM
US$288.76
JPMorgan Chase
7D
-0.2%
1Y
40.3%
PGR
US$246.51
Progressive
7D
2.2%
1Y
11.2%