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U.S. Financials Sector Analysis

UpdatedMay 01, 2026
DataAggregated Company Financials
Companies1415
  • 7D0.6%
  • 3M-2.6%
  • 1Y8.4%
  • YTD-4.7%

Over the last 7 days, the Financials industry has remained flat, although notably Visa gained 6.0%. The past year has been better, since the industry has gained 8.4% in that time. As for the next few years, earnings are expected to grow by 8.6% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 02 May 2026US$10.0tUS$3.3tUS$589.3b12.8x16.9x3x
Mon, 30 Mar 2026US$9.2tUS$3.3tUS$562.7b12.1x16.3x2.8x
Wed, 25 Feb 2026US$9.7tUS$3.3tUS$563.5b12.2x17.2x3x
Fri, 23 Jan 2026US$10.3tUS$3.2tUS$556.3b13x18.6x3.3x
Sun, 21 Dec 2025US$10.5tUS$3.2tUS$552.6b12.9x19x3.3x
Tue, 18 Nov 2025US$10.0tUS$3.2tUS$553.5b11.9x18.1x3.2x
Thu, 16 Oct 2025US$10.3tUS$3.1tUS$524.8b12.8x19.6x3.3x
Sat, 13 Sep 2025US$10.4tUS$3.3tUS$517.4b13.1x20.2x3.1x
Mon, 11 Aug 2025US$10.0tUS$3.1tUS$518.6b12.4x19.2x3.3x
Wed, 09 Jul 2025US$10.0tUS$3.0tUS$524.9b13.2x19.1x3.3x
Fri, 06 Jun 2025US$9.5tUS$3.0tUS$525.4b12.3x18.2x3.2x
Sun, 04 May 2025US$9.4tUS$3.0tUS$542.7b12.3x17.3x3.1x
Tue, 01 Apr 2025US$9.3tUS$3.0tUS$544.9b12.1x17.1x3.1x
Thu, 27 Feb 2025US$9.7tUS$3.0tUS$546.0b12.4x17.7x3.3x
Sat, 25 Jan 2025US$9.8tUS$2.9tUS$538.7b13x18.1x3.3x
Mon, 23 Dec 2024US$9.3tUS$2.9tUS$504.7b13.1x18.5x3.2x
Wed, 20 Nov 2024US$9.6tUS$2.9tUS$504.7b13.5x19.1x3.3x
Fri, 18 Oct 2024US$9.1tUS$2.8tUS$470.0b13x19.4x3.2x
Sun, 15 Sep 2024US$8.5tUS$2.8tUS$466.0b12.4x18.3x3x
Tue, 13 Aug 2024US$8.1tUS$2.8tUS$465.7b11.8x17.4x2.9x
Thu, 11 Jul 2024US$8.0tUS$2.8tUS$461.1b11x17.3x2.9x
Sat, 08 Jun 2024US$7.9tUS$2.8tUS$463.2b10.7x17x2.8x
Mon, 06 May 2024US$7.8tUS$2.8tUS$490.9b10.9x15.9x2.8x
Wed, 03 Apr 2024US$8.0tUS$2.7tUS$475.0b10.8x16.9x3x
Fri, 01 Mar 2024US$7.7tUS$2.7tUS$475.1b10.6x16.2x2.8x
Sun, 28 Jan 2024US$7.5tUS$2.7tUS$423.1b12.3x17.8x2.8x
Tue, 26 Dec 2023US$7.4tUS$2.7tUS$446.7b11.6x16.5x2.7x
Thu, 23 Nov 2023US$6.8tUS$2.7tUS$446.4b10.7x15.3x2.5x
Sat, 21 Oct 2023US$6.3tUS$2.7tUS$435.9b10.1x14.4x2.3x
Mon, 18 Sep 2023US$6.8tUS$2.7tUS$430.8b10.6x15.8x2.6x
Wed, 16 Aug 2023US$6.7tUS$2.7tUS$430.5b10.9x15.5x2.5x
Fri, 14 Jul 2023US$6.7tUS$2.6tUS$343.9b10.8x19.6x2.6x
Sun, 11 Jun 2023US$6.4tUS$2.6tUS$341.1b10.6x18.9x2.5x
Tue, 09 May 2023US$6.2tUS$2.6tUS$314.1b10.1x19.9x2.4x
Price to Earnings Ratio

19.9x


Total Market Cap: US$6.2tTotal Earnings: US$314.1bTotal 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 2.9x.
Past Earnings Growth
  • The earnings for companies in the Financials industry have grown 23% 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 Market0.59%
Financials0.58%
Diversified Financial2.02%
Mortgage REITs0.78%
Capital Markets0.68%
Banks0.52%
Mortgage Finance0%0
Consumer Finance-0.55%
Insurance-1.87%
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 11.0%, which is lower than the prior year's growth of 20.2% per year.
  • Investors are most pessimistic about the Mortgage REITs industry, which is trading below its 3-year average of 19.9x.
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 grow by 2.6% 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$328.036.0%
+US$28.4b		-5.6%PE28.1x
JPM JPMorgan ChaseUS$312.471.4%
+US$11.2b		23.7%PB2.4x
BAC Bank of AmericaUS$53.242.3%
+US$8.5b		29.6%PB1.4x
BRK.A Berkshire HathawayUS$710.30k0.8%
+US$8.0b		-12.2%PE15.3x
SCHW Charles SchwabUS$91.543.4%
+US$5.3b		10.1%PE17.6x

Latest News

V
US$328.03
Visa
7D
6.0%
1Y
-5.6%
SOFI
US$16.43
SoFi Technologies
7D
-10.9%
1Y
29.4%
WTW
US$256.34
Willis Towers Watson
7D
-10.9%
1Y
-17.9%
MA
US$495.46
Mastercard
7D
-1.7%
1Y
-11.4%
RKT
US$14.64
Rocket Companies
7D
-6.2%
1Y
16.0%
BRO
US$57.63
Brown & Brown
7D
-12.5%
1Y
-47.9%
WFC
US$80.81
Wells Fargo
7D
1.8%
1Y
9.5%
AON
US$311.51
Aon
7D
-3.0%
1Y
-12.6%
BRK.A
US$710,300.00
Berkshire Hathaway
7D
0.8%
1Y
-12.2%

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HOOD
US$73.66
Robinhood Markets
7D
-13.0%
1Y
51.6%
SPGI
US$426.06
S&P Global
7D
-2.5%
1Y
-15.9%
BAC
US$53.24
Bank of America
7D
2.3%
1Y
29.6%

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SCHW
US$91.54
Charles Schwab
7D
3.4%
1Y
10.1%
AXP
US$319.68
American Express
7D
1.8%
1Y
15.5%

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BX
US$126.35
Blackstone
7D
3.9%
1Y
-8.1%
JPM
US$312.47
JPMorgan Chase
7D
1.4%
1Y
23.7%