Financials in 2026 hinge on rates, deposit competition, consumer credit, and capital markets health. Stable credit and improved deal flow lift sentiment; funding pressure and reserve builds cap upside for lenders.
Financial Services Sector Stocks
Financial Services covers banks, insurers, exchanges, asset managers, card networks, and other credit-and-capital businesses. It is highly macro-sensitive — loan growth, funding costs, credit quality, and regulation all shape earnings. XLF is the large-cap benchmark, but the sector spans very different models from traditional lenders to high-margin payment platforms.
Live Screener
Rank the Financial Services Sector Stocks with live market and fundamental data
Scan the sector leaders, compare valuations and fundamentals, then open the full screener to refine your criteria.
| Ticker | Company | Price | Mkt Cap | P/E | ROE | Div Yield | |
|---|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc. | $489.46 | $1.06T | 15.8 | 9.8% | — | ||
| JPMorgan Chase & Co. | $325.22 | $908.57B | 16.2 | 16.1% | 1.8% | ||
| Visa Inc. | $327.24 | $627.79B | 32.1 | 52.1% | 0.7% | ||
| Mastercard Incorporated | $489.79 | $433.57B | 29.6 | 209.9% | 0.6% | ||
| Bank of America Corporation | $56.20 | $424.14B | 14.7 | 10.2% | 2.3% | ||
| Berkshire Hathaway Inc. | $733609.75 | $370.98B | 9999.0 | 9.8% | — | ||
| Morgan Stanley | $223.17 | $355.51B | 21.9 | 15.5% | 1.9% | ||
| The Goldman Sachs Group, Inc. | $1096.56 | $348.27B | 21.4 | 13.9% | 1.5% | ||
| HSBC Holdings plc | $94.97 | $326.39B | 15.7 | 11.8% | 3.5% | ||
| Royal Bank of Canada | $201.56 | $281.5B | 20.2 | 15.3% | 2.2% | ||
| Citigroup Inc. | $143.09 | $266.52B | 20.5 | 6.7% | 2% | ||
| Wells Fargo & Company | $82.21 | $264.5B | 13.0 | 11.7% | 2.1% | ||
| Mitsubishi UFJ Financial Group, Inc. | $21.08 | $237.94B | 15.1 | 11.3% | 2.3% | ||
| American Express Company | $338.16 | $231.9B | 22.0 | 34% | 1% | ||
| The Toronto-Dominion Bank | $119.29 | $201.54B | 14.6 | 16.9% | 2.6% | ||
| Banco Santander, S.A. | $13.50 | $198.16B | 13.5 | 12.8% | — | ||
| BlackRock, Inc. | $1050.09 | $173.68B | 29.6 | 10% | 1.9% | ||
| The Charles Schwab Corporation | $91.70 | $160.66B | 19.7 | 18.1% | 1.4% | ||
| UBS Group AG | $50.80 | $157.65B | 27.2 | 7% | 1.4% | ||
| Banco Bilbao Vizcaya Argentaria, S.A. | $24.48 | $137.49B | 12.6 | 17.3% | 3.2% | ||
| Galaxy Digital | $34.20 | $133.11B | -64.5 | -11.9% | 0% | ||
| HDFC Bank Limited | $25.06 | $128.54B | 17.1 | 8.2% | 1.3% | ||
| Chubb Limited | $323.40 | $126.2B | 12.6 | 13.9% | 1.2% | ||
| Mizuho Financial Group, Inc. | $10.30 | $125.58B | 15.5 | 12% | 1.9% | ||
| Capital One Financial Corporation | $201.53 | $124.76B | 50.0 | 2.8% | 1.6% | ||
| S&P Global Inc. | $410.92 | $121.63B | 28.0 | 12.1% | 0.9% | ||
| The Progressive Corporation | $204.87 | $120.07B | 14.2 | 37% | 0.6% | ||
| Bank of Montreal | $170.82 | $119.65B | 21.1 | 10.1% | 2.9% | ||
| The Bank of Nova Scotia | $87.03 | $106.71B | 21.6 | 9% | 3.5% | ||
| Canadian Imperial Bank of Commerce | $111.69 | $103.49B | 18.4 | 13.7% | 2.7% |
Market Comparison
Financial Services Sector vs S&P 500 in one glance
This should answer the only question that matters here: are you getting something better than the market for the price you are paying?
Price vs market
Cheaper
47% below S&P 500 trailing P/E
Quality vs market
Lower quality
Net margin 22.4% vs 25.7%; ROE 28.8% vs 47.7%
Income vs market
Higher yield
Sector yield 1.50% vs 1.00%
Comparison table
Winner should register in under three seconds.
| Metric | Financial Services Sector | S&P 500 | Delta | Winner |
|---|---|---|---|---|
Trailing P/E Sector is cheaper | 18.3x | 34.5x | -47% | Sector cheaper |
Forward P/E Sector is cheaper | 16.2x | 24.2x | -33% | Sector cheaper |
EV/EBITDA Sector is cheaper | 16.1x | 23.1x | -30% | Sector cheaper |
Net Margin Market is stronger | 22.4% | 25.7% | -13% | S&P 500 stronger |
ROE Market is stronger | 28.8% | 47.7% | -40% | S&P 500 stronger |
Dividend Yield Sector is stronger | 1.5% | 1.0% | +50% | Sector yields more |
History check
Is the current premium normal?
80th percentile; range 15.1x to 19.1x
9th percentile; range 8.6x to 116.1x
Internal health
Against the S&P 500, Financial Services Sector currently trades at 18.3x trailing earnings versus 34.5x for the broad market. That premium only makes sense if investors keep believing the sector deserves better margins, stronger returns on equity, and more durable growth than the index overall.
Where the real weight sits inside Financial Services Sector
These cards are built from the full sector universe, then ranked by market cap so you can see which pockets are leading, rich, resilient, or dangerously concentrated.
Industry Scoreboard
Fast scan of Financial Services Sector industry setups
Use this table to spot heavyweights, cheap pockets, leaders, and genuinely beaten-down areas before opening the detailed cards below.
Diversified Banks 21 stocks | 29.0% $4.13T | Leading +21.9% median 3M | Fair 12.1x median Fwd P/E | Weak 12.4% median ROE | Average - rev growth | Mixed Diversified |
Regional Banks 338 stocks | 13.4% $1.91T | Leading +14.0% median 3M | Fair 11.0x median Fwd P/E | Mixed 9.7% median ROE | Average - rev growth | Mixed Diversified |
Credit Services 67 stocks | 12.1% $1.72T | Neutral +2.8% median 3M | Cheap 8.4x median Fwd P/E | Mixed 10.3% median ROE | Strong - rev growth | Attractive Concentrated |
Diversified Insurance 20 stocks | 11.7% $1.66T | Lagging +0.3% median 3M | Cheap 9.2x median Fwd P/E | Weak 10.3% median ROE | Weak 1.3% rev growth | Broken One-name heavy |
Capital Markets 75 stocks | 10.6% $1.51T | Neutral +4.4% median 3M | Premium 16.9x median Fwd P/E | Weak 8.7% median ROE | Strong - rev growth | Mixed Diversified |
Asset Management 163 stocks | 8.1% $1.15T | Lagging +0.6% median 3M | Cheap 9.3x median Fwd P/E | High 6.2% median ROE | Weak - rev growth | Broken Diversified |
Property & Casualty Insurance 48 stocks | 4.1% $577.79B | Neutral +1.1% median 3M | Cheap 10.9x median Fwd P/E | Mixed 16.9% median ROE | Strong 7.2% rev growth | Attractive Diversified |
Financial Data & Exchanges 11 stocks | 3.8% $539.29B | Lagging -5.0% median 3M | Premium 20.1x median Fwd P/E | High 18.5% median ROE | Average - rev growth | Mixed Diversified |
Life Insurance 23 stocks | 2.4% $347.79B | Neutral +8.5% median 3M | Cheap 8.6x median Fwd P/E | Mixed 10.2% median ROE | Strong 4.1% rev growth | Attractive Diversified |
Insurance Brokers 18 stocks | 1.9% $272.1B | Lagging +1.1% median 3M | Premium 16.7x median Fwd P/E | Weak 10.1% median ROE | Average 10.5% rev growth | Broken Concentrated |
Investment Banking 16 stocks | 0.6% $88.28B | Neutral +1.0% median 3M | Cheap 10.3x median Fwd P/E | Mixed 5.2% median ROE | Strong - rev growth | Attractive One-name heavy |
Global Asset Management 3 stocks | 0.6% $79.61B | Lagging -1.9% median 3M | Premium 12.9x median Fwd P/E | Mixed 5.5% median ROE | Weak - rev growth | Broken One-name heavy |
Specialty Insurance 19 stocks | 0.5% $70.15B | Neutral +1.0% median 3M | Cheap 10.4x median Fwd P/E | Mixed 12.0% median ROE | Average 7.8% rev growth | Mixed Diversified |
Mortgage Finance 15 stocks | 0.4% $51.6B | Lagging -2.4% median 3M | Cheap 7.1x median Fwd P/E | Mixed 4.1% median ROE | Strong - rev growth | Beaten Down One-name heavy |
Reinsurance 9 stocks | 0.3% $48.36B | Neutral +4.9% median 3M | Cheap 7.3x median Fwd P/E | Mixed 13.3% median ROE | Strong 12.6% rev growth | Attractive One-name heavy |
SPACs & Shell Companies 125 stocks | 0.3% $46.3B | Neutral +1.1% median 3M | Premium 3.7x median Fwd P/E | Weak 3.1% median ROE | Weak - rev growth | Mixed One-name heavy |
Financial Conglomerates 21 stocks | 0.2% $25.15B | Neutral +1.3% median 3M | Premium 8.9x median Fwd P/E | Weak 2.8% median ROE | Strong - rev growth | Mixed One-name heavy |
Diversified Financial 1 stocks | 0.0% $4.99B | Neutral +8.7% median 3M | Premium 13.1x median Fwd P/E | Mixed 2.1% median ROE | Weak - rev growth | Mixed One-name heavy |
Income Asset Management 6 stocks | 0.0% $1.67B | Neutral +0.3% median 3M | Premium 7.5x median Fwd P/E | Mixed 2.4% median ROE | Strong - rev growth | Mixed One-name heavy |
IT Services 1 stocks | 0.0% $1.14B | Leading +100.9% median 3M | Premium - median Fwd P/E | Weak -26.1% median ROE | Weak - rev growth | Mixed One-name heavy |
Other 4 stocks | 0.0% $908M | Neutral +13.8% median 3M | Premium 40.3x median Fwd P/E | Weak 4.8% median ROE | Weak - rev growth | Mixed One-name heavy |
Crypto Asset Management 5 stocks | 0.0% $707M | Lagging -21.7% median 3M | Cheap 6.4x median Fwd P/E | Weak -13.2% median ROE | Strong - rev growth | Broken One-name heavy |
Internet Services 1 stocks | 0.0% $18M | Lagging -36.9% median 3M | Fair - median Fwd P/E | Weak - median ROE | Strong - rev growth | Broken One-name heavy |
Showing 23 of 23 industries in Financial Services Sector.
Setup is a quick read of value, quality, growth, momentum, and concentration together.
Diversified Banks
Diversified Banks is a core pocket of financial services, still leading on price action; growth is near the sector average, quality metrics trail the sector median, and valuation is close to sector norms.
Median 3M return
+21.9%
Forward P/E
12.1x
Top 3 weight
40.2%
Market cap
$4.13T
Coverage
21 stocks
Breadth
95% pos. in 3M
Regional Banks
Regional Banks is a major pocket of financial services, still leading on price action; growth is near the sector average, quality signals are mixed, and valuation is close to sector norms.
Median 3M return
+14.0%
Forward P/E
11.0x
Top 3 weight
18.6%
Market cap
$1.91T
Coverage
338 stocks
Breadth
92% pos. in 3M
Credit Services
Credit Services is a major pocket of financial services, moving broadly in line with the rest of the sector; growth is running above sector norms, quality signals are mixed, and valuation sits below sector norms. Leadership is concentrated in a few names.
Median 3M return
+2.8%
Forward P/E
8.4x
Top 3 weight
75.4%
Market cap
$1.72T
Coverage
67 stocks
Breadth
61% pos. in 3M
Diversified Insurance
Diversified Insurance is a major pocket of financial services, currently lagging on price action; growth is softer than the sector average, quality metrics trail the sector median, and valuation sits below sector norms. Leadership is extremely concentrated in one or two names.
Median 3M return
+0.3%
Forward P/E
9.2x
Top 3 weight
88.4%
Market cap
$1.66T
Coverage
20 stocks
Breadth
50% pos. in 3M
Capital Markets
Capital Markets is a major pocket of financial services, moving broadly in line with the rest of the sector; growth is running above sector norms, quality metrics trail the sector median, and valuation still carries a premium.
Median 3M return
+4.4%
Forward P/E
16.9x
Top 3 weight
57.1%
Market cap
$1.51T
Coverage
75 stocks
Breadth
57% pos. in 3M
Asset Management
Asset Management is a meaningful pocket of financial services, currently lagging on price action; growth is softer than the sector average, business quality is stronger than the sector median, and valuation sits below sector norms.
Median 3M return
+0.6%
Forward P/E
9.3x
Top 3 weight
32.5%
Market cap
$1.15T
Coverage
163 stocks
Breadth
55% pos. in 3M
Property & Casualty Insurance
Property & Casualty Insurance is a smaller pocket of financial services, moving broadly in line with the rest of the sector; growth is running above sector norms, quality signals are mixed, and valuation sits below sector norms.
Median 3M return
+1.1%
Forward P/E
10.9x
Top 3 weight
54.1%
Market cap
$577.79B
Coverage
48 stocks
Breadth
53% pos. in 3M
Financial Data & Exchanges
Financial Data & Exchanges is a smaller pocket of financial services, currently lagging on price action; growth is near the sector average, business quality is stronger than the sector median, and valuation still carries a premium.
Median 3M return
-5.0%
Forward P/E
20.1x
Top 3 weight
53.9%
Market cap
$539.29B
Coverage
11 stocks
Breadth
27% pos. in 3M
Life Insurance
Life Insurance is a smaller pocket of financial services, moving broadly in line with the rest of the sector; growth is running above sector norms, quality signals are mixed, and valuation sits below sector norms.
Median 3M return
+8.5%
Forward P/E
8.6x
Top 3 weight
52.7%
Market cap
$347.79B
Coverage
23 stocks
Breadth
68% pos. in 3M
Insurance Brokers
Insurance Brokers is a smaller pocket of financial services, currently lagging on price action; growth is near the sector average, quality metrics trail the sector median, and valuation still carries a premium. Leadership is concentrated in a few names.
Median 3M return
+1.1%
Forward P/E
16.7x
Top 3 weight
76.6%
Market cap
$272.1B
Coverage
18 stocks
Breadth
50% pos. in 3M
Investment Banking
Investment Banking is a smaller pocket of financial services, moving broadly in line with the rest of the sector; growth is running above sector norms, quality signals are mixed, and valuation sits below sector norms. Leadership is extremely concentrated in one or two names.
Median 3M return
+1.0%
Forward P/E
10.3x
Top 3 weight
91.3%
Market cap
$88.28B
Coverage
16 stocks
Breadth
79% pos. in 3M
Global Asset Management
Global Asset Management is a smaller pocket of financial services, currently lagging on price action; growth is softer than the sector average, quality signals are mixed, and valuation still carries a premium. Leadership is extremely concentrated in one or two names.
Median 3M return
-1.9%
Forward P/E
12.9x
Top 3 weight
100.0%
Market cap
$79.61B
Coverage
3 stocks
Breadth
33% pos. in 3M
Showing top 12 of 23 industries
Sector Outlook
Financial Services Sector Outlook - Q1 2026
Exchanges, data providers, and payment platforms may keep attracting premium valuations — their earnings are less balance-sheet dependent than banks.
Stock selection matters more than broad exposure. The gap between strong franchises and optically cheap value traps widens when macro shifts.
Earnings Calendar
Upcoming Earnings in Financial Services Sector
Earnings reports are the biggest near-term catalysts for sector moves. Track which names report in the next 60 days and size your positions accordingly.
No earnings in the next 60 days
Check individual stock pages for the latest earnings dates and estimated EPS.
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