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U.S. Financials Sector Analysis

UpdatedMay 07, 2026
DataAggregated Company Financials
Companies1414
  • 7D0.3%
  • 3M-2.3%
  • 1Y6.5%
  • YTD-5.0%

The Financials industry has been flat over the last week, but Visa has lost 4.8%. The past year has been better, since the industry has gained 6.5% in that time. Earnings are forecast to grow by 8.9% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 07 May 2026US$9.9tUS$3.3tUS$594.2b12.7x16.6x2.9x
Sat, 04 Apr 2026US$9.5tUS$3.3tUS$564.4b12.5x16.8x2.9x
Mon, 02 Mar 2026US$9.8tUS$3.3tUS$562.4b12.1x17.4x3x
Wed, 28 Jan 2026US$10.3tUS$3.2tUS$558.2b12.7x18.5x3.2x
Fri, 26 Dec 2025US$10.7tUS$3.2tUS$552.7b12.9x19.3x3.4x
Sun, 23 Nov 2025US$9.7tUS$3.2tUS$552.9b12.1x17.5x3.1x
Tue, 21 Oct 2025US$10.1tUS$3.1tUS$528.9b12.4x19.2x3.3x
Thu, 18 Sep 2025US$10.4tUS$3.3tUS$517.5b13x20x3.1x
Sat, 16 Aug 2025US$10.2tUS$3.3tUS$517.2b12.6x19.7x3.1x
Mon, 14 Jul 2025US$9.9tUS$3.0tUS$524.9b13.2x18.9x3.3x
Wed, 11 Jun 2025US$9.6tUS$3.0tUS$525.5b12.6x18.3x3.2x
Fri, 09 May 2025US$9.3tUS$3.0tUS$531.6b12.3x17.5x3.1x
Sun, 06 Apr 2025US$8.4tUS$3.0tUS$545.2b11.3x15.3x2.8x
Tue, 04 Mar 2025US$9.9tUS$3.0tUS$545.3b12.5x18.2x3.3x
Thu, 30 Jan 2025US$9.9tUS$2.9tUS$540.1b12.7x18.3x3.4x
Sat, 28 Dec 2024US$9.5tUS$2.9tUS$505.1b13x18.8x3.3x
Mon, 25 Nov 2024US$9.8tUS$2.9tUS$504.7b13.8x19.5x3.4x
Wed, 23 Oct 2024US$9.1tUS$2.8tUS$470.6b12.6x19.2x3.2x
Fri, 20 Sep 2024US$8.6tUS$2.8tUS$466.2b12.9x18.6x3.1x
Sun, 18 Aug 2024US$8.4tUS$2.8tUS$466.2b12.1x18x3x
Tue, 16 Jul 2024US$8.1tUS$2.8tUS$465.3b11.5x17.5x2.9x
Thu, 13 Jun 2024US$7.8tUS$2.8tUS$463.2b10.7x16.8x2.8x
Sat, 11 May 2024US$8.0tUS$2.8tUS$462.4b10.9x17.3x2.9x
Mon, 08 Apr 2024US$8.0tUS$2.7tUS$475.0b10.7x16.8x2.9x
Wed, 06 Mar 2024US$7.7tUS$2.7tUS$472.4b10.7x16.3x2.8x
Fri, 02 Feb 2024US$7.5tUS$2.7tUS$425.4b11.9x17.7x2.8x
Sun, 31 Dec 2023US$7.4tUS$2.7tUS$446.8b11.5x16.6x2.8x
Tue, 28 Nov 2023US$6.9tUS$2.7tUS$446.4b10.5x15.4x2.5x
Thu, 26 Oct 2023US$6.3tUS$2.7tUS$437.9b10x14.3x2.3x
Sat, 23 Sep 2023US$6.6tUS$2.7tUS$430.8b10.3x15.3x2.5x
Mon, 21 Aug 2023US$6.6tUS$2.7tUS$431.0b10.7x15.4x2.5x
Wed, 19 Jul 2023US$6.8tUS$2.6tUS$349.9b10.9x19.5x2.6x
Fri, 16 Jun 2023US$6.5tUS$2.6tUS$341.2b10.7x18.9x2.5x
Sun, 14 May 2023US$6.1tUS$2.6tUS$341.3b10.2x18x2.4x
Price to Earnings Ratio

18x


Total Market Cap: US$6.1tTotal Earnings: US$341.3bTotal Revenue: US$2.6tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Financials Sector Price to Earnings3Y Average 17.7x202420252026
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 17.7x.
  • The industry is trading close to its 3-year average PS ratio of 3.0x.
Past Earnings Growth
  • The earnings for companies in the Financials industry have grown 20% 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 Market3.19%
Financials0.35%
Capital Markets3.04%
Consumer Finance1.90%
Banks1.29%
Mortgage REITs0.74%
Mortgage Finance0%0
Insurance-1.52%
Diversified Financial-2.66%
Industry PE
  • Investors are most optimistic about the Capital Markets industry, which is trading close to its 3-year average PE ratio of 25.8x.
    • Analysts are expecting annual earnings growth of 11.5%, which is lower than the prior year's growth of 20.8% per year.
  • Investors are most pessimistic about the Insurance industry, which is trading below its 3-year average of 17.8x.
Forecasted Growth
  • Analysts are most optimistic on the Mortgage REITs industry, expecting annual earnings growth of 23% over the next 5 years.
  • This is better than its past earnings growth rate of 14% per year.
  • In contrast, the Insurance industry is expected to see its earnings growth to stay flat over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
JPM JPMorgan ChaseUS$314.901.8%
+US$14.3b		26.3%PB2.5x
MS Morgan StanleyUS$193.353.4%
+US$9.9b		62.3%PE17.5x
GS Goldman Sachs GroupUS$937.353.5%
+US$9.7b		69.8%PE16.8x
HOOD Robinhood MarketsUS$79.0511.0%
+US$7.1b		58.1%PE37.5x
BLK BlackRockUS$1.07k3.3%
+US$5.3b		16.6%PE26.7x

Latest News

MS
US$193.35
Morgan Stanley
7D
3.4%
1Y
62.3%
BLK
US$1,073.57
BlackRock
7D
3.3%
1Y
16.6%
PYPL
US$46.27
PayPal Holdings
7D
-7.7%
1Y
-34.4%
GS
US$937.35
Goldman Sachs Group
7D
3.5%
1Y
69.8%
COIN
US$197.96
Coinbase Global
7D
8.9%
1Y
0.7%
WTW
US$252.41
Willis Towers Watson
7D
-13.0%
1Y
-17.5%
BRK.A
US$705,940.00
Berkshire Hathaway
7D
-1.0%
1Y
-9.3%
Seeking Alpha • May 06

Berkshire Hathaway: Don't Worry Critics, Greg Abel Has The Right Kind Of Investment Experience

Summary Berkshire Hathaway faces skepticism about Greg Abel's investment skills compared to Warren Buffett's historic track record. Buffett acknowledges Berkshire's large size will make it difficult to outperform the S&P 500 going forward due to the large scale needed to move the needle. Greg Abel's investment skills derive in part from mentorship by Buffett but also from the ability to understand businesses that are the main target in large acquisitions. Read the full article on Seeking Alpha
JPM
US$314.90
JPMorgan Chase
7D
1.8%
1Y
26.3%
IBKR
US$87.04
Interactive Brokers Group
7D
13.0%
1Y
93.6%
Seeking Alpha • May 06

Interactive Brokers: Record Results Meet Structural Headwinds

Summary Interactive Brokers delivers strong top line growth, record revenues, and expanding client accounts but faces structural risks from declining revenue per account. IBKR's premium valuation at ~33x forward earnings is justified by execution, yet upside appears limited given slowing monetization and intensifying competition. Interest rate sensitivity remains high, with each 25 bps Fed cut potentially reducing net interest income by $117 million annually. I rate IBKR a Hold with a 12-month price target of $85, reflecting balanced execution strengths and emerging headwinds. Read the full article on Seeking Alpha
AXP
US$321.90
American Express
7D
2.0%
1Y
16.5%
AJG
US$196.91
Arthur J. Gallagher
7D
-7.0%
1Y
-42.0%
MRSH
US$163.90
Marsh & McLennan Companies
7D
-4.1%
1Y
-28.1%
WFC
US$80.42
Wells Fargo
7D
-1.3%
1Y
9.9%
Narrative Update • May 05

WFC: Future Returns Will Reflect Repo Market Role And Earnings Execution

Analysts have trimmed their average price targets on Wells Fargo, and the updated $96.63 fair value reflects slightly higher discount rate assumptions and modestly adjusted revenue growth, profit margin, and future P/E inputs across recent research updates. Analyst Commentary Recent research on Wells Fargo has been active, with a mix of target cuts, rating changes, and a few upgrades feeding into the current fair value view.
HOOD
US$79.05
Robinhood Markets
7D
11.0%
1Y
58.1%
MA
US$491.89
Mastercard
7D
-6.3%
1Y
-13.1%
V
US$318.80
Visa
7D
-4.8%
1Y
-8.9%