Equities / Sectors / Financial Services

Financial Services

#2 by market cap

Banks, insurers, asset managers, exchanges and payment networks. 571 US-listed equities across 15 industries; the sector accounts for 12.7% of tracked equity market cap and 3.4% of daily volume.

Market Cap$10.228T+0.53%today
Sector Weight12.7%of tracked market cap
Volume 24h$46.964B3.4% of market volume
Revenue TTM$3.238TSum of constituents
Net Income TTM$560.059B17.3% net margin
P/E (TTM)18.1×Market P/E 28.6×
Dividend Yield2.1%Market 1.4%
Employees5.8MAcross 571 companies

Industry breakdown

Share of sector market cap15 industries
Credit Services$1.901T+6.69%
Banks - Diversified$1.83T-0.30%
Insurance - Diversified$1.377T+12.22%
Capital Markets$1.053T-5.12%
Asset Management$1.049T+7.88%
Banks - Regional$980.75B+5.18%
Insurance - Property & Casualty$662.917B+7.88%
Financial Data & Stock Exchanges$546.63B+10.34%
7 more industries$827.23B8.1%
View all 15 industries →

Concentration

Share of sector market cap by constituent

50.2%top 10
BRK.A12.3%
JPM8.9%
V7.8%
Next 721.3%
Other 56149.8%

HHI index
394

Mega caps
10

Median cap
$1.721B

Valuation vs market

Sector totals valued as one company; marker is the all-equities median

P/E (TTM): 18.1× · market 20.6×

P/S: 3.1× · market 2.6×

EV / EBITDA: — · market 13.2×

Operating margin: — · market 8.7%

Dividend yield: 2.1% · market 2.3%

Trading at a 36.8% P/E discount to the all-equities market.

Returns vs market

Cap-weighted price return · spread in percentage points

PeriodSectorMarketSpread
1 day+0.53%-0.37%+0.89pp
1 week+1.06%+0.03%+1.03pp
1 month+5.26%-3.54%+8.80pp
3 months+0.05%-3.28%+3.33pp
Year to date+5.08%+9.45%-4.38pp
1 year+8.40%+9.51%-1.12pp

Constituents

571 equities

Insurance - Diversified$1.254T12.3%$875.88K+2.62%+4.94%+12.67%$115.62M22.8×
Banks - Diversified$909.392B8.9%$342.11+0.01%+0.45%+2.34%$1.209B14×
Credit Services$794.801B7.8%$422.99+0.20%-0.59%+8.66%$4.033B35.4×
Credit Services$578.734B5.7%$659.15+0.51%+0.16%+10.76%$1.026B35.6×
Banks - Diversified$349.806B3.4%$50.70+0.29%+2.28%-7.11%$887.12M14.2×
Capital Markets$294.926B2.9%$187.62+0.28%+1.02%-1.26%$587.92M14.6×
Capital Markets$265.296B2.6%$910.28+0.45%+1.29%+1.83%$2.073B12.7×
Banks - Diversified$259.756B2.5%$85.77+0.33%-0.14%+2.94%$518.85M11.5×
Credit Services$220.705B2.2%$323.46-0.26%-1.38%+3.83%$1.833B19.4×
Banks - Diversified$205.109B2%$122.28+0.25%-0.67%-7.31%$796.42M11.6×
Asset Management$189.454B1.9%$1.22K+0.63%+4.73%+12.77%$979.57M28.8×
Capital Markets$160.767B1.6%$93.03+0.32%+4.87%-4.15%$611.08M15.9×
Insurance - Property & Casualty$142.345B1.4%$369.12+1.56%+0.04%+6.97%$271.08M12.7×
S&P Global Inc.SPGIUS
Financial Data & Stock Exchanges$139.541B1.4%$473.34+0.48%-0.39%+14.84%$332.94M28.4×
Insurance - Property & Casualty$134.763B1.3%$231.79+1.88%-0.91%+5.23%$689.76M11.5×
Credit Services$120.169B1.2%$195.88-1.36%-7.07%-2.62%$763.17M11.5×
Banks - Diversified$103.801B1%$151.23+2.38%+2.34%+9.87%$404.51M17.4×
Financial Data & Stock Exchanges$98.927B1%$176.34+1.33%+2.36%+12.02%$1.205B24.5×
Insurance Brokers$98.925B1%$206.99+1.28%+0.78%+17.25%$509.94M24.9×
Asset Management$98.04B1%$122.56-1.20%+2.01%+6.78%$543.9M27.9×
U.S. BancorpUSBUS
Banks - Regional$94.653B0.9%$60.76-0.31%+0.45%+5.82%$427.99M11.7×
Banks - Regional$92.392B0.9%$231.29-0.00%-0.16%+4.53%$363.17M12.2×
Asset Management$90.541B0.9%$100.85+2.81%+2.90%+10.21%$650.06M28.7×
Financial Data & Stock Exchanges$88.416B0.9%$510.54-0.11%+0.89%+8.51%$566.52M31.6×
Asset Management$85.428B0.8%$53.49-1.28%+3.93%+16.71%$187.76M30.5×
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