Financial Services Stocks Analysis

Financial services span banks, insurers, asset managers, exchanges, and fintech. Bank earnings are driven by net interest margin, loan growth, and credit quality. Insurers by underwriting discipline and investment portfolio returns. Asset managers by AUM growth and fee rates. ROE, book value growth, and dividend sustainability are the key metrics most relevant across financials.

Data updated:

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Sector Statistics

Valuation Highlights

Top 10 Lowest P/E

Top 10 Dividend Payers

Leading Industries

Top Companies by Market Cap

Frequently Asked Questions

How are sector averages calculated?

We compute average P/E, ROE, dividend yield, and market cap across all companies in the sector that are listed on NYSE, NASDAQ, or AMEX. Extreme outliers (e.g. negative or triple-digit P/E) are included in the simple average, so the median and distribution are often more informative than the mean.

How often is this page updated?

Underlying company data refreshes daily for the top 500 stocks by market cap and weekly for the broader universe. Valuation ratios are calculated from the most recent TTM (trailing twelve months) financial statements.

What makes a sector attractive?

There's no single answer — it depends on valuation relative to history, earnings momentum, interest rate regime, and sector-specific tailwinds. Compare current sector P/E to its 10-year average and look at earnings revisions to gauge where the tide is turning.

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Analysis: , founder of Kaplio · Data: Financial Modeling Prep · Updated