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U.S. Financials Sector Analysis

UpdatedJun 26, 2026
DataAggregated Company Financials
Companies1414
  • 7D0.04%
  • 3M11.8%
  • 1Y3.6%
  • YTD-2.4%

Last week, the Financials industry hasn't moved much but JPMorgan Chase is up 3.0% in that time. The past year has been better, since the industry has gained 4.9% in that time. Earnings are forecast to grow by 9.0% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 26 Jun 2026US$10.2tUS$3.4tUS$596.6b13x17.1x3x
Sun, 24 May 2026US$9.9tUS$3.4tUS$597.3b12.5x16.5x2.9x
Tue, 21 Apr 2026US$10.1tUS$3.3tUS$574.3b13.4x17.5x3x
Thu, 19 Mar 2026US$9.4tUS$3.3tUS$563.1b11.7x16.8x2.9x
Sat, 14 Feb 2026US$9.9tUS$3.3tUS$565.8b12.5x17.5x3x
Mon, 12 Jan 2026US$10.7tUS$3.2tUS$551.9b12.9x19.4x3.4x
Wed, 10 Dec 2025US$10.2tUS$3.2tUS$552.5b12.6x18.5x3.2x
Fri, 07 Nov 2025US$10.1tUS$3.2tUS$553.3b12.1x18.2x3.2x
Sun, 05 Oct 2025US$10.4tUS$3.3tUS$517.3b12.9x20.1x3.1x
Tue, 02 Sep 2025US$10.4tUS$3.3tUS$518.1b13.1x20.1x3.1x
Thu, 31 Jul 2025US$10.1tUS$3.0tUS$534.5b12.5x18.9x3.3x
Sat, 28 Jun 2025US$9.8tUS$3.0tUS$525.6b12.8x18.6x3.2x
Mon, 26 May 2025US$9.4tUS$3.0tUS$523.9b12.4x18x3.1x
Wed, 23 Apr 2025US$8.6tUS$3.0tUS$549.1b11.6x15.7x2.9x
Fri, 21 Mar 2025US$9.4tUS$3.0tUS$544.7b12.2x17.3x3.2x
Sun, 16 Feb 2025US$9.9tUS$3.0tUS$558.2b12.7x17.8x3.4x
Tue, 14 Jan 2025US$9.1tUS$2.9tUS$503.2b12.4x18.1x3.1x
Thu, 12 Dec 2024US$9.6tUS$2.9tUS$504.7b13.7x19x3.3x
Sat, 09 Nov 2024US$9.4tUS$2.9tUS$504.5b13.2x18.6x3.2x
Mon, 07 Oct 2024US$8.8tUS$2.8tUS$467.0b12.4x18.8x3.1x
Wed, 04 Sep 2024US$8.7tUS$2.8tUS$466.0b12.4x18.7x3.1x
Fri, 02 Aug 2024US$8.4tUS$2.8tUS$470.7b12.3x17.9x3x
Sun, 30 Jun 2024US$7.9tUS$2.8tUS$462.9b10.8x17x2.8x
Tue, 28 May 2024US$8.0tUS$2.8tUS$463.3b10.9x17.2x2.9x
Thu, 25 Apr 2024US$7.9tUS$2.7tUS$477.4b10.8x16.5x2.9x
Sat, 23 Mar 2024US$7.9tUS$2.7tUS$472.9b10.8x16.8x2.9x
Mon, 19 Feb 2024US$7.6tUS$2.7tUS$436.5b10.6x17.4x2.8x
Wed, 17 Jan 2024US$7.4tUS$2.7tUS$439.4b11.1x16.7x2.7x
Fri, 15 Dec 2023US$7.3tUS$2.7tUS$446.7b11.5x16.3x2.7x
Sun, 12 Nov 2023US$6.6tUS$2.7tUS$447.0b10.6x14.7x2.4x
Tue, 10 Oct 2023US$6.5tUS$2.7tUS$430.9b10.3x15x2.4x
Thu, 07 Sep 2023US$6.7tUS$2.7tUS$430.8b10.6x15.5x2.5x
Sat, 05 Aug 2023US$6.9tUS$2.6tUS$351.0b11.1x19.5x2.6x
Mon, 03 Jul 2023US$6.5tUS$2.6tUS$342.8b10.5x19.1x2.5x
Price to Earnings Ratio

19.1x


Total Market Cap: US$6.5tTotal Earnings: US$342.8bTotal Revenue: US$2.6tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Financials Sector Price to Earnings3Y Average 17.6x202420252026
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 17.6x.
  • 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 9.0% 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-2.68%
Financials0.038%
Banks3.34%
Insurance1.87%
Consumer Finance1.62%
Mortgage REITs0.75%
Mortgage Finance0%0
Diversified Financial-0.016%
Capital Markets-4.45%
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 11.8%, which is lower than the prior year's growth of 38.4% per year.
  • Investors are most pessimistic about the Insurance industry, which is trading below its 3-year average of 17.0x.
Forecasted Growth
  • Analysts are most optimistic on the Mortgage REITs industry, expecting annual earnings growth of 26% over the next 5 years.
  • This is better than its past earnings growth rate of 4.1% per year.
  • In contrast, the Insurance industry is expected to see its earnings grow by 2.2% 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
JPM JPMorgan ChaseUS$335.123.0%
+US$26.5b		16.1%PB2.6x
BAC Bank of AmericaUS$58.193.5%
+US$14.1b		22.6%PB1.5x
WFC Wells FargoUS$84.743.1%
+US$7.8b		6.0%PB1.6x
PGR ProgressiveUS$215.545.2%
+US$6.2b		-17.6%PE10.9x
V VisaUS$330.521.0%
+US$6.2b		-4.5%PE28.3x

Latest News

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US$971.92
BlackRock
7D
-7.4%
1Y
-5.7%
JPM
US$335.12
JPMorgan Chase
7D
3.0%
1Y
16.1%
APO
US$121.51
Apollo Global Management
7D
-11.6%
1Y
-12.8%
PNC
US$245.28
PNC Financial Services Group
7D
5.7%
1Y
32.2%
WFC
US$84.74
Wells Fargo
7D
3.1%
1Y
6.0%
BAC
US$58.19
Bank of America
7D
3.5%
1Y
22.6%
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Visa
7D
1.0%
1Y
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Blackstone
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COIN
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Coinbase Global
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1Y
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PGR
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Progressive
7D
5.2%
1Y
-17.6%
CME
US$225.00
CME Group
7D
-8.7%
1Y
-17.5%
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GS
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Goldman Sachs Group
7D
-2.9%
1Y
55.0%
USB
US$61.21
U.S. Bancorp
7D
5.3%
1Y
34.2%
FITB
US$56.41
Fifth Third Bancorp
7D
7.0%
1Y
36.1%
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Robinhood Markets
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-13.6%
1Y
10.6%
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