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U.S. Financials Sector Analysis
UpdatedFeb 11, 2025
DataAggregated Company Financials
Companies1332
- 7D0.4%
- 3M2.7%
- 1Y31.7%
- YTD6.5%
In the last week, the Financials industry is flat overall, with KKR standing out by going down 9.4%. As for the the longer term, the industry is up 32% over the past 12 months. Looking forward, earnings are forecast to grow by 8.4% 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 |
|---|---|---|---|---|---|---|
| Tue, 11 Feb 2025 | US$10.0t | US$3.0t | US$553.4b | 12.7x | 18x | 3.4x |
| Thu, 09 Jan 2025 | US$9.3t | US$2.9t | US$505.7b | 12.7x | 18.4x | 3.2x |
| Sat, 07 Dec 2024 | US$9.7t | US$2.9t | US$504.7b | 13.6x | 19.3x | 3.3x |
| Mon, 04 Nov 2024 | US$8.9t | US$2.9t | US$472.6b | 12.6x | 18.9x | 3.1x |
| Wed, 02 Oct 2024 | US$8.7t | US$2.8t | US$466.4b | 12.2x | 18.6x | 3.1x |
| Fri, 30 Aug 2024 | US$8.6t | US$2.8t | US$465.9b | 12.5x | 18.4x | 3x |
| Sun, 28 Jul 2024 | US$8.4t | US$2.8t | US$467.8b | 12.5x | 17.9x | 3x |
| Tue, 25 Jun 2024 | US$7.9t | US$2.8t | US$463.0b | 10.6x | 17x | 2.8x |
| Thu, 23 May 2024 | US$8.1t | US$2.8t | US$463.1b | 11x | 17.5x | 2.9x |
| Sat, 20 Apr 2024 | US$7.6t | US$2.7t | US$474.3b | 10.4x | 16.1x | 2.8x |
| Mon, 18 Mar 2024 | US$7.8t | US$2.7t | US$473.0b | 10.5x | 16.4x | 2.9x |
| Wed, 14 Feb 2024 | US$7.4t | US$2.7t | US$433.8b | 10.4x | 17.1x | 2.7x |
| Fri, 12 Jan 2024 | US$7.4t | US$2.7t | US$447.7b | 11.2x | 16.6x | 2.7x |
| Sun, 10 Dec 2023 | US$6.9t | US$2.7t | US$446.6b | 11x | 15.4x | 2.6x |
| Tue, 07 Nov 2023 | US$6.6t | US$2.7t | US$437.4b | 10.7x | 15x | 2.4x |
| Thu, 05 Oct 2023 | US$6.5t | US$2.7t | US$430.9b | 10.2x | 15x | 2.4x |
| Sat, 02 Sep 2023 | US$6.8t | US$2.7t | US$435.0b | 10.7x | 15.7x | 2.6x |
| Mon, 31 Jul 2023 | US$6.9t | US$2.6t | US$351.1b | 11.3x | 19.6x | 2.6x |
| Wed, 28 Jun 2023 | US$6.4t | US$2.6t | US$341.2b | 10.4x | 18.8x | 2.5x |
| Fri, 26 May 2023 | US$6.2t | US$2.6t | US$341.5b | 10.3x | 18.1x | 2.4x |
| Sun, 23 Apr 2023 | US$6.5t | US$2.6t | US$323.5b | 10.5x | 20x | 2.5x |
| Tue, 21 Mar 2023 | US$5.0t | US$2.4t | US$307.0b | 10.6x | 16.4x | 2.1x |
| Thu, 16 Feb 2023 | US$5.9t | US$2.4t | US$341.3b | 11.8x | 17.2x | 2.5x |
| Sat, 14 Jan 2023 | US$5.8t | US$2.4t | US$368.6b | 11.7x | 15.6x | 2.4x |
| Mon, 12 Dec 2022 | US$5.5t | US$2.4t | US$369.3b | 11.7x | 14.9x | 2.3x |
| Wed, 09 Nov 2022 | US$5.5t | US$2.4t | US$381.7b | 11.7x | 14.4x | 2.3x |
| Fri, 07 Oct 2022 | US$5.2t | US$2.4t | US$408.3b | 11.2x | 12.7x | 2.2x |
| Sun, 04 Sep 2022 | US$5.3t | US$2.4t | US$397.6b | 11.4x | 13.4x | 2.2x |
| Tue, 02 Aug 2022 | US$5.4t | US$2.4t | US$482.9b | 11.7x | 11.3x | 2.3x |
| Thu, 30 Jun 2022 | US$5.2t | US$2.4t | US$513.6b | 10.9x | 10.2x | 2.2x |
| Sat, 28 May 2022 | US$5.9t | US$2.4t | US$514.2b | 11.1x | 11.5x | 2.4x |
| Mon, 25 Apr 2022 | US$6.0t | US$2.4t | US$535.7b | 12x | 11.2x | 2.5x |
| Wed, 23 Mar 2022 | US$6.7t | US$2.5t | US$557.3b | 11.1x | 12x | 2.6x |
| Fri, 18 Feb 2022 | US$6.7t | US$2.5t | US$550.0b | 10.9x | 12.1x | 2.7x |
Price to Earnings Ratio
12.1x
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 18.0x which is higher than its 3-year average PE of 15.9x.
- The 3-year average PS ratio of 2.6x is lower than the industry's current PS ratio of 3.4x.
Past Earnings Growth
- The earnings for companies in the Financials industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have grown 6.5% 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 and as a result, profits have held steady.
Industry Trends
Which industries have driven the changes within the U.S. Financials sector?
| US Market | 1.20% | |
| Financials | 0.43% | |
| Mortgage REITs | 2.59% | |
| Banks | 1.41% | |
| Diversified Financial | 0.91% | |
| Insurance | 0.35% | |
| Mortgage Finance | 0% | 0 |
| Consumer Finance | -0.82% | |
| Capital Markets | -0.84% | |
Industry PE
- Investors are most optimistic about the Capital Markets industry which is trading above its 3-year average PE ratio of 22.9x.
- Analysts are expecting annual earnings growth of 13.4%, which is lower than the prior year's growth of 17.2% per year.
- Investors are most pessimistic about the Mortgage REITs industry, which is trading below its 3-year average of 15.7x.
Forecasted Growth
- Analysts are most optimistic on the Mortgage REITs industry, expecting annual earnings growth of 33% over the next 5 years.
- This is better than its past earnings growth rate of 5.6% per year.
- In contrast, the Diversified Financial industry is expected to see its earnings grow by 2.0% 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 | |
|---|---|---|---|---|---|
| BRK.A Berkshire Hathaway | US$705.96k | 1.4% +US$13.5b | 18.2% | PE9.5x | |
| JPM JPMorgan Chase | US$271.04 | 1.6% +US$11.8b | 54.2% | PB2.3x | |
| V Visa | US$351.23 | 1.6% +US$10.6b | 27.7% | PE34.8x | |
| FI Fiserv | US$230.65 | 6.5% +US$8.0b | 59.9% | PE41.9x | |
| GS Goldman Sachs Group | US$650.53 | 2.9% +US$6.1b | 65.7% | PE16.3x |
