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U.S. Financials Sector Analysis

UpdatedNov 14, 2025
DataAggregated Company Financials
Companies1371
  • 7D-0.7%
  • 3M-0.7%
  • 1Y4.7%
  • YTD8.1%

Over the last 7 days, the Financials industry has remained flat, although notably JPMorgan Chase declined by 4.2%. As for the the longer term, the industry is up 4.7% over the past 12 months. Looking forward, earnings are forecast to grow by 10% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 18 Nov 2025US$10.3tUS$3.2tUS$552.4b12.1x18.6x3.3x
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
Thu, 06 Apr 2023US$6.2tUS$2.6tUS$318.6b10.7x19.6x2.4x
Sat, 04 Mar 2023US$5.7tUS$2.4tUS$309.1b11.8x18.6x2.4x
Mon, 30 Jan 2023US$5.8tUS$2.4tUS$358.9b11.4x16.2x2.4x
Wed, 28 Dec 2022US$5.4tUS$2.4tUS$369.1b11.4x14.7x2.2x
Fri, 25 Nov 2022US$5.7tUS$2.4tUS$368.4b11.9x15.6x2.4x
Price to Earnings Ratio

15.6x


Total Market Cap: US$5.7tTotal Earnings: US$368.4bTotal Revenue: US$2.4tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Financials Sector Price to Earnings3Y Average 17.6x202320242025
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 3-year average PS ratio of 2.8x is lower than the industry's current PS ratio of 3.3x.
Past Earnings Growth
  • The earnings for companies in the Financials industry have grown 14% 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 Market-0.39%
Financials-0.68%
Insurance1.82%
Mortgage Finance0%0
Diversified Financial-0.12%
Mortgage REITs-0.95%
Capital Markets-1.43%
Banks-1.47%
Consumer Finance-2.12%
Industry PE
  • Investors are most optimistic about the Capital Markets industry, which is trading close to its 3-year average PE ratio of 25.3x.
    • Analysts are expecting annual earnings growth of 11.9%, which is lower than the prior year's growth of 15.4% per year.
  • Investors are most pessimistic about the Banks industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 12.0x.
Forecasted Growth
  • Analysts are most optimistic on the Mortgage REITs industry, expecting annual earnings growth of 39% over the next 5 years.
  • This is better than its past earnings decline of 6.6% per year.
  • In contrast, the Insurance industry is expected to see its earnings grow by 6.9% 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$763.87k2.6%
+US$27.9b		7.9%PE16.3x
PGR ProgressiveUS$225.183.5%
+US$4.5b		-12.2%PE12.3x
CB ChubbUS$295.492.5%
+US$2.8b		2.3%PE12x
CME CME GroupUS$285.042.8%
+US$2.8b		25.3%PE27.7x
ALL AllstateUS$214.305.1%
+US$2.7b		7.2%PE6.8x

Latest News

AXP
US$357.18
American Express
7D
-2.9%
1Y
25.1%

AXP: Future Results Will Balance Margin Strength With Competitive Pressures

American Express's analyst price target has been raised slightly, with the updated fair value estimate increasing from $349.41 to $350.87. Analysts cite continued robust operating performance, improved revenue and profit margin trends, and tempered expense forecasts following strong recent results.
CME
US$285.04
CME Group
7D
2.8%
1Y
25.3%

CME: Revenue Resilience And New Ventures Will Balance Volatility Risks Ahead

The average analyst price target for CME Group was raised by approximately $3 to $285, as analysts point to the firm's resilient revenue streams and strong market position amid continued macroeconomic uncertainty. Analyst Commentary Recent analyst activity reflects a mix of optimism and caution regarding CME Group's performance and outlook, particularly as the firm navigates shifting macroeconomic and market conditions.
CB
US$295.49
Chubb
7D
2.5%
1Y
2.3%
AJG
US$258.51
Arthur J. Gallagher
7D
3.0%
1Y
-11.9%

AJG: Improving Synergies And Renewed Momentum Will Shape 2026 Prospects

Arthur J. Gallagher’s analyst price target was revised downward from $327.07 to $319.80.
BAC
US$52.61
Bank of America
7D
-1.5%
1Y
12.6%

BAC: Strong Operating Momentum And Revenue Growth Will Drive Upside Potential Ahead

Bank of America's analyst price target has been modestly raised from $57.98 to $58.94 per share as analysts highlight stronger revenue growth, improved profit margins, and robust operating performance across the sector. Analyst Commentary Recent market research provides a nuanced perspective on Bank of America, reflecting both increasing confidence as well as lingering caution among analysts.
COIN
US$284.00
Coinbase Global
7D
-10.7%
1Y
-12.7%
PGR
US$225.18
Progressive
7D
3.5%
1Y
-12.2%

PGR: Sustained Margin Strength And Share Repurchases Will Support Outperformance Ahead

The analyst price target for Progressive has been revised downward by nearly $2 to approximately $259 per share. Analysts cite recent policyholder credits and mixed sector performance as reasons for moderating expectations.
V
US$330.02
Visa
7D
-1.4%
1Y
5.7%
MA
US$545.73
Mastercard
7D
-1.3%
1Y
4.6%
ICE
US$152.07
Intercontinental Exchange
7D
1.7%
1Y
-3.6%

ICE: Expanding Prediction Market Investment Will Drive Global Data Opportunity

Analysts have lowered their price target for Intercontinental Exchange from $199.25 to $192.38. This reflects moderated expectations due to mixed near-term visibility and softer trends in key business segments.
COF
US$211.15
Capital One Financial
7D
-4.2%
1Y
15.5%
HOOD
US$122.50
Robinhood Markets
7D
-9.8%
1Y
250.0%

HOOD: Accelerating Product Rollouts and New AI Capabilities Will Drive Future Market Share Gains

Robinhood Markets saw its analyst price target rise from approximately $134 to nearly $152 per share, as analysts cited strong multi-product revenue growth, continued user expansion, and new AI-driven capabilities that support improved profitability and a positive outlook for future performance. Analyst Commentary Bullish analysts point to a robust period for Robinhood, with recent price target increases reflecting ongoing confidence in the company's forward trajectory.
BRK.A
US$763,866.71
Berkshire Hathaway
7D
2.6%
1Y
7.9%
ALL
US$214.30
Allstate
7D
5.1%
1Y
7.2%

ALL: Share Repurchases And Leadership Changes Will Drive Further Upside

Analysts have modestly raised their price target for Allstate, increasing it from $232.85 to $233.45. This change reflects slight adjustments in their outlook based on updated growth and profitability expectations.
JPM
US$303.61
JPMorgan Chase
7D
-4.2%
1Y
23.9%

JPM: Recent Guidance And New Initiatives Will Shape Sector Leadership Amid Ongoing Risks

JPMorgan Chase's analyst price target has been modestly increased by $1.26 per share to $327.70. Analysts point to the firm's recent earnings beat and improved growth guidance as supporting factors for the upward revision.
MMC
US$182.81
Marsh & McLennan Companies
7D
2.6%
1Y
-18.3%

MMC: Earnings Resilience Will Outperform Despite Sector Headwinds And Ongoing Deal Activity

Marsh & McLennan Companies' analyst price target saw a modest reduction of nearly $4 to $214, as analysts cite softer than expected revenue growth and concerns about valuation amidst shifting market dynamics. Analyst Commentary Recent Street research offers a nuanced view of Marsh & McLennan Companies, as analysts weigh market conditions, revenue trends, and valuation pressures.