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U.S. Financials Sector Analysis

UpdatedJun 01, 2025
DataAggregated Company Financials
Companies1341
  • 7D1.7%
  • 3M-1.3%
  • 1Y21.4%
  • YTD4.3%

In the last week, the Financials industry is up 1.7%, with Visa leading the way, up 3.3%. In the same time, Coinbase Global was down 6.3%. This means that the industry has gained 21% over the past year. As for the next few years, earnings are expected to grow by 8.7% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 01 Jun 2025US$9.3tUS$3.0tUS$525.5b12.5x17.8x3.1x
Tue, 29 Apr 2025US$9.1tUS$3.0tUS$547.6b12x16.6x3x
Thu, 27 Mar 2025US$9.6tUS$3.0tUS$544.8b12.3x17.6x3.2x
Sat, 22 Feb 2025US$9.7tUS$3.0tUS$564.0b12.3x17.1x3.3x
Mon, 20 Jan 2025US$9.6tUS$2.9tUS$533.8b13x18.1x3.3x
Wed, 18 Dec 2024US$9.6tUS$2.9tUS$504.7b13.5x19x3.3x
Fri, 15 Nov 2024US$9.6tUS$2.9tUS$505.0b13.6x19x3.3x
Sun, 13 Oct 2024US$8.9tUS$2.8tUS$466.4b12.6x19.1x3.1x
Tue, 10 Sep 2024US$8.5tUS$2.8tUS$465.9b12.1x18.3x3x
Thu, 08 Aug 2024US$7.9tUS$2.8tUS$465.7b11.7x17x2.8x
Sat, 06 Jul 2024US$8.0tUS$2.8tUS$461.2b10.8x17.3x2.9x
Mon, 03 Jun 2024US$7.9tUS$2.8tUS$463.2b10.8x17.2x2.9x
Wed, 01 May 2024US$7.7tUS$2.7tUS$481.6b10.7x16x2.8x
Fri, 29 Mar 2024US$8.0tUS$2.7tUS$475.0b10.9x16.9x3x
Sun, 25 Feb 2024US$7.7tUS$2.7tUS$436.9b10.6x17.6x2.8x
Tue, 23 Jan 2024US$7.5tUS$2.7tUS$425.4b11.6x17.5x2.8x
Thu, 21 Dec 2023US$7.4tUS$2.7tUS$446.7b11.5x16.6x2.7x
Sat, 18 Nov 2023US$6.8tUS$2.7tUS$446.8b10.7x15.1x2.5x
Mon, 16 Oct 2023US$6.5tUS$2.7tUS$437.8b10.1x14.8x2.4x
Wed, 13 Sep 2023US$6.7tUS$2.7tUS$430.8b10.5x15.6x2.5x
Fri, 11 Aug 2023US$6.8tUS$2.7tUS$429.7b11.2x15.9x2.6x
Sun, 09 Jul 2023US$6.5tUS$2.6tUS$342.9b10.6x19x2.5x
Tue, 06 Jun 2023US$6.4tUS$2.6tUS$341.2b10.4x18.6x2.5x
Thu, 04 May 2023US$6.2tUS$2.6tUS$322.4b10x19.2x2.4x
Sat, 01 Apr 2023US$6.3tUS$2.6tUS$318.5b10.7x19.8x2.5x
Mon, 27 Feb 2023US$5.7tUS$2.4tUS$330.6b11.7x17.3x2.4x
Wed, 25 Jan 2023US$5.7tUS$2.4tUS$362.0b11.5x15.8x2.4x
Fri, 23 Dec 2022US$5.4tUS$2.4tUS$368.9b11.5x14.7x2.2x
Sun, 20 Nov 2022US$5.7tUS$2.4tUS$368.6b11.8x15.3x2.3x
Tue, 18 Oct 2022US$5.0tUS$2.4tUS$408.1b11.2x12.2x2.1x
Thu, 15 Sep 2022US$5.4tUS$2.4tUS$408.6b11.5x13.3x2.2x
Sat, 13 Aug 2022US$5.7tUS$2.4tUS$401.5b12.1x14.3x2.4x
Mon, 11 Jul 2022US$5.3tUS$2.4tUS$513.4b11.1x10.3x2.2x
Wed, 08 Jun 2022US$5.8tUS$2.4tUS$513.8b11.2x11.3x2.4x
Price to Earnings Ratio

11.3x


Total Market Cap: US$5.8tTotal Earnings: US$513.8bTotal Revenue: US$2.4tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Financials Sector Price to Earnings3Y Average 16.5x202320242025
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 16.5x.
  • The 3-year average PS ratio of 2.7x is lower than the industry's current PS ratio of 3.1x.
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 7.5% 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 Market1.70%
Financials1.71%
Insurance2.57%
Consumer Finance2.21%
Diversified Financial1.92%
Banks1.54%
Mortgage REITs0.98%
Capital Markets0.97%
Mortgage Finance0%0
Industry PE
  • Investors are most optimistic about the Mortgage REITs industry which is trading above its 3-year average PE ratio of 16.5x.
    • Analysts are expecting annual earnings growth of 43.3%, which is higher than its past year's earnings decline of 18.5% 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 11.4x.
Forecasted Growth
  • Analysts are most optimistic on the Mortgage REITs industry, expecting annual earnings growth of 43% over the next 5 years.
  • This is better than its past earnings decline of 19% per year.
  • In contrast, the Diversified Financial industry is expected to see its earnings grow by 3.8% 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
V VisaUS$365.193.3%
+US$21.8b		34.0%PE34.8x
MA MastercardUS$585.603.9%
+US$20.0b		31.0%PE40.5x
JPM JPMorgan ChaseUS$264.001.3%
+US$9.1b		30.3%PB2.2x
BAC Bank of AmericaUS$44.132.2%
+US$7.0b		10.4%PB1.2x
WFC Wells FargoUS$74.782.7%
+US$6.3b		24.8%PB1.5x
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