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U.S. Financials Sector Analysis

UpdatedFeb 04, 2026
DataAggregated Company Financials
Companies1419
  • 7D0.06%
  • 3M1.5%
  • 1Y4.2%
  • YTD-2.5%

The Financials is pretty flat in the last 7 days, but JPMorgan Chase has stood out, gaining 4.8%. As for the the longer term, the industry is up 4.2% over the past 12 months. Earnings are forecast to grow by 11% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 05 Feb 2026US$10.3tUS$3.2tUS$563.7b12.7x18.3x3.2x
Sat, 03 Jan 2026US$10.5tUS$3.2tUS$552.7b12.6x19x3.3x
Mon, 01 Dec 2025US$10.2tUS$3.2tUS$552.6b12.3x18.5x3.2x
Wed, 29 Oct 2025US$10.3tUS$3.1tUS$536.1b12.3x19.1x3.3x
Fri, 26 Sep 2025US$10.4tUS$3.3tUS$517.7b13x20.1x3.1x
Sun, 24 Aug 2025US$10.3tUS$3.3tUS$517.7b13.1x19.9x3.1x
Tue, 22 Jul 2025US$10.0tUS$3.0tUS$534.6b13.1x18.8x3.3x
Thu, 19 Jun 2025US$9.4tUS$3.0tUS$525.5b12.3x17.9x3.1x
Sat, 17 May 2025US$9.7tUS$3.0tUS$528.2b12.8x18.4x3.2x
Mon, 14 Apr 2025US$8.8tUS$3.0tUS$547.9b11.3x16x3x
Wed, 12 Mar 2025US$9.1tUS$3.0tUS$545.0b11.8x16.6x3.1x
Fri, 07 Feb 2025US$9.9tUS$3.0tUS$552.3b12.8x18x3.4x
Sun, 05 Jan 2025US$9.4tUS$2.9tUS$505.8b12.9x18.5x3.2x
Tue, 03 Dec 2024US$9.9tUS$2.9tUS$504.7b13.7x19.6x3.4x
Thu, 31 Oct 2024US$9.0tUS$2.9tUS$471.2b12.7x19.2x3.2x
Sat, 28 Sep 2024US$8.7tUS$2.8tUS$466.3b12.4x18.6x3.1x
Mon, 26 Aug 2024US$8.5tUS$2.8tUS$466.0b12.5x18.1x3x
Wed, 24 Jul 2024US$8.3tUS$2.8tUS$465.1b12.3x17.9x3x
Fri, 21 Jun 2024US$7.9tUS$2.8tUS$463.0b10.6x17x2.8x
Sun, 19 May 2024US$8.1tUS$2.8tUS$463.2b11x17.5x2.9x
Tue, 16 Apr 2024US$7.6tUS$2.7tUS$476.6b10.3x15.9x2.8x
Thu, 14 Mar 2024US$7.8tUS$2.7tUS$472.9b10.6x16.5x2.9x
Sat, 10 Feb 2024US$7.5tUS$2.7tUS$431.6b10.6x17.3x2.8x
Mon, 08 Jan 2024US$7.4tUS$2.7tUS$447.8b11.4x16.5x2.7x
Wed, 06 Dec 2023US$7.0tUS$2.7tUS$446.3b10.9x15.8x2.6x
Fri, 03 Nov 2023US$6.3tUS$2.7tUS$444.4b10.5x14.3x2.4x
Sun, 01 Oct 2023US$6.5tUS$2.7tUS$430.8b10.3x15.1x2.4x
Tue, 29 Aug 2023US$6.6tUS$2.7tUS$430.9b10.5x15.4x2.5x
Thu, 27 Jul 2023US$6.9tUS$2.6tUS$350.0b11.3x19.8x2.6x
Sat, 24 Jun 2023US$6.4tUS$2.6tUS$341.2b10.4x18.6x2.5x
Mon, 22 May 2023US$6.3tUS$2.6tUS$341.0b10.3x18.4x2.4x
Wed, 19 Apr 2023US$6.5tUS$2.6tUS$325.4b10.6x19.9x2.5x
Fri, 17 Mar 2023US$5.1tUS$2.4tUS$307.3b10.8x16.7x2.2x
Sun, 12 Feb 2023US$5.8tUS$2.4tUS$342.5b11.8x17x2.4x
Price to Earnings Ratio

17x


Total Market Cap: US$5.8tTotal Earnings: US$342.5bTotal Revenue: US$2.4tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Financials Sector Price to Earnings3Y Average 17.8x202420252026
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 17.8x.
  • The 3-year average PS ratio of 2.9x is lower than the industry's current PS ratio of 3.2x.
Past Earnings Growth
  • The earnings for companies in the Financials industry have grown 18% per year over the last three years.
  • Revenues for these companies have grown 10% 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 Market-1.35%
Financials0.057%
Banks4.11%
Insurance2.03%
Diversified Financial0.62%
Mortgage Finance0%0
Consumer Finance-2.53%
Capital Markets-4.46%
Mortgage REITs-4.59%
Industry PE
  • Investors are most optimistic about the Capital Markets industry, which is trading close to its 3-year average PE ratio of 25.7x.
    • Analysts are expecting annual earnings growth of 12.6%, which is lower than the prior year's growth of 15.2% per year.
  • Investors are most pessimistic about the Mortgage REITs industry, which is trading below its 3-year average of 19.7x.
Forecasted Growth
  • Analysts are most optimistic on the Mortgage REITs industry, expecting annual earnings growth of 21% over the next 5 years.
  • This is better than its past earnings decline of 2.7% per year.
  • In contrast, the Insurance industry is expected to see its earnings grow by 5.7% 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$757.89k6.8%
+US$69.6b		6.8%PE16.2x
JPM JPMorgan ChaseUS$317.275.5%
+US$44.5b		17.3%PB2.5x
MA MastercardUS$553.526.2%
+US$26.5b		-2.3%PE33.1x
BAC Bank of AmericaUS$55.386.9%
+US$25.7b		17.6%PB1.4x
WFC Wells FargoUS$93.145.8%
+US$15.8b		16.4%PB1.8x

Latest News

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Blackstone (NYSE:BX) Is Increasing Its Dividend To $1.49

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Blackstone (NYSE:BX) Is Increasing Its Dividend To $1.49
WFC
US$93.14
Wells Fargo
7D
5.8%
1Y
16.4%
MA
US$553.52
Mastercard
7D
6.2%
1Y
-2.3%
NU
US$17.02
Nu Holdings
7D
-9.3%
1Y
25.5%
JPM
US$317.27
JPMorgan Chase
7D
5.5%
1Y
17.3%
MCO
US$461.21
Moody's
7D
-10.7%
1Y
-7.0%
PNC
US$237.25
PNC Financial Services Group
7D
7.2%
1Y
19.3%

PNC: Higher Earnings Power And FirstBank Deal May Support Rerating

Analysts lifted their fair value estimate for PNC Financial Services Group by about $9.81 to $245.93, citing updated assumptions for modestly higher revenue growth and profit margins, along with a slightly lower discount rate and a recalibrated future P/E multiple in line with recent Street price target increases from firms including TD Cowen, HSBC and Evercore ISI. Analyst Commentary Recent Street research on PNC Financial Services Group centers on a series of higher price targets, updated earnings assumptions, and differing views on how quickly regional banks might regain favor with investors.
BRK.A
US$757,890.00
Berkshire Hathaway
7D
6.8%
1Y
6.8%
SPGI
US$465.51
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7D
-11.9%
1Y
-9.5%