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U.S. Financials Sector Analysis

UpdatedAug 13, 2026
DataAggregated Company Financials
Companies1400
  • 7D-0.3%
  • 3M11.9%
  • 1Y7.9%
  • YTD4.7%

Over the last 7 days, the Financials industry has remained flat. As for the the longer term, the industry is up 7.9% over the past 12 months. Looking forward, earnings are forecast to grow by 7.8% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 13 Aug 2026US$10.7tUS$3.5tUS$649.9b12.9x16.5x3.1x
Sat, 11 Jul 2026US$10.6tUS$3.4tUS$595.6b13.2x17.7x3.1x
Mon, 08 Jun 2026US$9.9tUS$3.4tUS$596.8b12.5x16.6x2.9x
Wed, 06 May 2026US$9.9tUS$3.3tUS$595.6b12.7x16.5x2.9x
Fri, 03 Apr 2026US$9.4tUS$3.3tUS$564.3b12.5x16.7x2.9x
Sun, 01 Mar 2026US$9.8tUS$3.3tUS$562.4b12.1x17.4x3x
Tue, 27 Jan 2026US$10.2tUS$3.2tUS$558.6b12.7x18.3x3.2x
Thu, 25 Dec 2025US$10.7tUS$3.2tUS$552.6b12.9x19.3x3.4x
Sat, 22 Nov 2025US$9.8tUS$3.2tUS$553.5b12.1x17.6x3.1x
Mon, 20 Oct 2025US$10.0tUS$3.1tUS$528.9b12.4x18.9x3.2x
Wed, 17 Sep 2025US$10.4tUS$3.3tUS$517.5b12.9x20x3.1x
Fri, 15 Aug 2025US$10.2tUS$3.3tUS$517.2b12.7x19.7x3.1x
Sun, 13 Jul 2025US$9.7tUS$3.0tUS$524.9b13.2x18.4x3.2x
Tue, 10 Jun 2025US$9.7tUS$3.0tUS$525.5b12.5x18.4x3.2x
Thu, 08 May 2025US$9.3tUS$3.0tUS$532.5b12.2x17.4x3.1x
Sat, 05 Apr 2025US$9.0tUS$3.0tUS$544.7b11.3x16.5x3x
Mon, 03 Mar 2025US$9.9tUS$3.0tUS$545.6b12.6x18.2x3.3x
Wed, 29 Jan 2025US$9.9tUS$2.9tUS$541.8b12.8x18.2x3.4x
Fri, 27 Dec 2024US$9.5tUS$2.9tUS$505.1b13.2x18.7x3.2x
Sun, 24 Nov 2024US$9.8tUS$2.9tUS$504.7b13.8x19.5x3.4x
Tue, 22 Oct 2024US$9.1tUS$2.8tUS$471.1b12.5x19.4x3.2x
Thu, 19 Sep 2024US$8.7tUS$2.8tUS$466.2b12.6x18.6x3.1x
Sat, 17 Aug 2024US$8.3tUS$2.8tUS$466.2b12.1x17.9x2.9x
Mon, 15 Jul 2024US$8.1tUS$2.8tUS$465.3b11.2x17.4x2.9x
Wed, 12 Jun 2024US$7.9tUS$2.8tUS$463.2b10.6x17x2.8x
Fri, 10 May 2024US$7.9tUS$2.8tUS$463.8b10.9x17.1x2.8x
Sun, 07 Apr 2024US$8.0tUS$2.7tUS$475.0b10.7x16.8x2.9x
Tue, 05 Mar 2024US$7.7tUS$2.7tUS$472.4b10.6x16.3x2.8x
Thu, 01 Feb 2024US$7.6tUS$2.7tUS$425.4b12x18x2.8x
Sat, 30 Dec 2023US$7.5tUS$2.7tUS$446.8b11.5x16.7x2.8x
Mon, 27 Nov 2023US$6.9tUS$2.7tUS$446.4b10.6x15.4x2.5x
Wed, 25 Oct 2023US$6.3tUS$2.7tUS$435.9b10x14.4x2.3x
Fri, 22 Sep 2023US$6.6tUS$2.7tUS$430.8b10.4x15.4x2.5x
Sun, 20 Aug 2023US$6.6tUS$2.7tUS$431.0b10.7x15.4x2.5x
Price to Earnings Ratio

15.4x


Total Market Cap: US$6.6tTotal Earnings: US$431.0bTotal Revenue: US$2.7tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Financials Sector Price to Earnings3Y Average 17.5x202420252026
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 17.5x.
  • 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 15% per year over the last three years.
  • Revenues for these companies have grown 9.4% 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 Market1.02%
Financials-0.30%
Mortgage REITs1.88%
Capital Markets0.96%
Banks0.71%
Mortgage Finance0%0
Consumer Finance-0.79%
Diversified Financial-1.68%
Insurance-2.02%
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 12.0%, which is lower than the prior year's growth of 36.2% per year.
  • Investors are most pessimistic about the Mortgage REITs industry, which is trading below its 3-year average of 18.5x.
Forecasted Growth
  • Analysts are most optimistic on the Mortgage REITs industry, expecting annual earnings growth of 22% over the next 5 years.
  • This is better than its past earnings growth rate of 13% 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$365.181.7%
+US$15.8b		25.7%PB2.7x
BAC Bank of AmericaUS$64.812.5%
+US$10.9b		37.2%PB1.6x
BX BlackstoneUS$146.417.6%
+US$8.3b		-17.1%PE33.3x
APO Apollo Global ManagementUS$138.616.8%
+US$7.1b		-1.7%PE43.4x
KKR KKRUS$110.905.0%
+US$4.7b		-24.8%PE33.3x

Latest News

BAC
US$64.81
Bank of America
7D
2.5%
1Y
37.2%
MA
US$559.73
Mastercard
7D
-1.9%
1Y
-3.1%
BX
US$146.41
Blackstone
7D
7.6%
1Y
-17.1%
BLK
US$1,160.91
BlackRock
7D
2.4%
1Y
0.08%
GS
US$1,037.21
Goldman Sachs Group
7D
-2.2%
1Y
39.3%
KKR
US$110.90
KKR
7D
5.0%
1Y
-24.8%
APO
US$138.61
Apollo Global Management
7D
6.8%
1Y
-1.7%
XYZ
US$78.28
Block
7D
-7.0%
1Y
1.7%
JPM
US$365.18
JPMorgan Chase
7D
1.7%
1Y
25.7%
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JPM: Higher For Longer Rates And AI Activity Will Support Earnings Power

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V
US$359.42
Visa
7D
-2.5%
1Y
4.9%
BRK.A
US$764,000.01
Berkshire Hathaway
7D
-1.8%
1Y
6.8%
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AFL
US$120.73
Aflac
7D
-3.8%
1Y
14.2%
NU
US$13.56
Nu Holdings
7D
-6.4%
1Y
9.6%
Seeking Alpha • Aug 08

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CHYM
US$31.60
Chime Financial
7D
21.9%
1Y
5.3%
Narrative Update • Aug 06

CHYM: Future Margins May Struggle To Match Rising Market Optimism

The analyst fair value estimate for Chime Financial has been raised from $21.00 to $22.62, reflecting higher revenue growth and profit margin assumptions along with recent analyst price target increases across the Street. Analyst Commentary Recent Street research on Chime Financial points to generally constructive sentiment, with several firms lifting price targets following the latest Q2 report.
BNY
US$162.93
Bank of New York Mellon
7D
2.6%
1Y
59.9%
CB
US$343.33
Chubb
7D
-2.6%
1Y
24.8%
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Summary Chubb Limited represents a great opportunity at this point due to cheap valuation and relentless growth. Financial discipline might generate great results as the new insurance cycle continues to develop. The stock is a great, solid buy; the management is aligned to shareholders' objectives. Read the full article on Seeking Alpha