Financial Services Stocks Analysis

As of November 4, 2026, Kaplio rates 80 of the 324 Financial Services companies above $2 billion as cheap: Banco Santander (SAN), Charles Schwab (SCHW), S&P Global (SPGI), Progressive (PGR), Banco Bilbao Vizcaya Argentaria (BBVA), Intercontinental Exchange (ICE), U.S. Bancorp (USB), Itaú Unibanco (ITUB), Barclays (BCS), Aflac (AFL), PayPal (PYPL), Ameriprise Financial (AMP), KB Financial (KB), Fairfax Financial (FFH.TO), Arch Capital (ACGL) and 65 more; the sector median trades at 12.9 times earnings.

See the cheap ones in the screener · See the sector in the screener

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 verdict

81 cheap, 102 fairly priced, 104 expensive and 37 no verdict.

See the 81 cheap ones in the screener

Valuation verdict from each company page. "No verdict": cyclicals, distorted earnings, loss-making or page not yet computed.

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: · Data: official filings, via a data provider · Updated