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.
Sector AnalysisETF: XLFUpdated Jul 8, 2026
Financial Services Sector Stocks: Performance, Valuations & Industry Comps
Led by JPMorgan, Bank of America, and Visa, the financial services sector trades at a 14x Forward P/E. This dashboard tracks valuation trends, equal-weight performance, and sector component data across all 1,000+ banking and insurance stocks.
Sector Market Cap
$8.38T
Tracks 1010 stocks · top 50 by market cap
Median YTD Return
+4.9%
Screener universe · median stock return
Median P/E
20.3x
Screener stocks · excludes outliers
Median Dividend Yield
1.97%
Screener stocks · excludes zeros
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Sector Screener
Rank the Financial Services with daily updated market and fundamental data
Scan the sector leaders, compare valuations and fundamentals, then open the full screener to refine your criteria.
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| Ticker | Company | Price | Mkt Cap | P/E | ROE | Div Yield | |
|---|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc. | $504.00 | $1.09T | 16.2 | 9.8% | — | ||
| JPMorgan Chase & Co. | $339.22 | $908.94B | 16.9 | 16.1% | 1.8% | ||
| Visa Inc. | $352.20 | $675.68B | 34.5 | 52.1% | 0.7% | ||
| Mastercard Incorporated | $531.62 | $470.6B | 32.2 | 209.9% | 0.6% | ||
| Bank of America Corporation | $59.86 | $424.8B | 15.7 | 10.2% | 2.1% | ||
| Berkshire Hathaway Inc. | $756000.00 | $382.31B | 9999.0 | 9.8% | — | ||
| Morgan Stanley | $222.04 | $350.22B | 21.8 | 15.5% | 1.9% | ||
| HSBC Holdings plc | $97.40 | $334.74B | 16.1 | 11.8% | 3.4% | ||
| The Goldman Sachs Group, Inc. | $1042.98 | $321.24B | 20.3 | 13.9% | 1.6% | ||
| Royal Bank of Canada | $209.07 | $291.99B | 21.1 | 15.3% | 2.1% | ||
| Wells Fargo & Company | $87.21 | $266.88B | 13.8 | 11.7% | 1.9% | ||
| Citigroup Inc. | $140.75 | $241.37B | 20.1 | 6.7% | 2% | ||
| Mitsubishi UFJ Financial Group, Inc. | $21.29 | $240.31B | 15.3 | 11.3% | 2.3% | ||
| American Express Company | $349.58 | $239.74B | 22.7 | 34% | 0.9% | ||
| Banco Santander, S.A. | $14.19 | $208.28B | 14.3 | 12.8% | 1.6% | ||
| The Toronto-Dominion Bank | $122.25 | $206.54B | 15.0 | 16.9% | 2.6% | ||
| The Charles Schwab Corporation | $101.93 | $177.27B | 21.9 | 18.1% | 1.3% | ||
| UBS Group AG | $51.44 | $168.61B | 21.8 | 8.8% | 1.3% | ||
| BlackRock, Inc. | $1009.43 | $156.46B | 28.5 | 10% | 2% | ||
| Banco Bilbao Vizcaya Argentaria, S.A. | $26.07 | $145.26B | 13.5 | 17.3% | 3.1% | ||
| Chubb Limited | $359.30 | $139.36B | 14.0 | 13.9% | 1.1% | ||
| HDFC Bank Limited | $27.13 | $139.16B | 5.5 | 11% | 4.9% | ||
| The Progressive Corporation | $234.40 | $136.97B | 12.2 | 40.4% | 2.1% | ||
| S&P Global Inc. | $443.46 | $131.26B | 30.2 | 12.1% | 0.9% | ||
| Capital One Financial Corporation | $202.89 | $124.98B | 50.3 | 2.8% | 1.4% | ||
| Bank of Montreal | $178.25 | $124.85B | 22.1 | 10.1% | 2.7% | ||
| Mizuho Financial Group, Inc. | $10.19 | $124.14B | 15.4 | 12% | 1.9% | ||
| Brookfield Finance Inc. 4.50% P | $15.55 | $107.83B | 31.1 | 0.8% | — | ||
| Canadian Imperial Bank of Commerce | $115.91 | $107.4B | 19.2 | 13.7% | 2.6% | ||
| ICICI Bank Limited | $29.69 | $106.48B | 18.9 | 15.3% | 0.8% |
BRK-BBerkshire Hathaway Inc.
$504.00Price
Mkt Cap$1.09T
P/E16.2
ROE9.8%
Div Yield—
JPMJPMorgan Chase & Co.
$339.22Price
Mkt Cap$908.94B
P/E16.9
ROE16.1%
Div Yield1.8%
VVisa Inc.
$352.20Price
Mkt Cap$675.68B
P/E34.5
ROE52.1%
Div Yield0.7%
MAMastercard Incorporated
$531.62Price
Mkt Cap$470.6B
P/E32.2
ROE209.9%
Div Yield0.6%
BACBank of America Corporation
$59.86Price
Mkt Cap$424.8B
P/E15.7
ROE10.2%
Div Yield2.1%
BRK-ABerkshire Hathaway Inc.
$756000.00Price
Mkt Cap$382.31B
P/E9999.0
ROE9.8%
Div Yield—
MSMorgan Stanley
$222.04Price
Mkt Cap$350.22B
P/E21.8
ROE15.5%
Div Yield1.9%
HSBCHSBC Holdings plc
$97.40Price
Mkt Cap$334.74B
P/E16.1
ROE11.8%
Div Yield3.4%
GSThe Goldman Sachs Group, Inc.
$1042.98Price
Mkt Cap$321.24B
P/E20.3
ROE13.9%
Div Yield1.6%
RYRoyal Bank of Canada
$209.07Price
Mkt Cap$291.99B
P/E21.1
ROE15.3%
Div Yield2.1%
WFCWells Fargo & Company
$87.21Price
Mkt Cap$266.88B
P/E13.8
ROE11.7%
Div Yield1.9%
CCitigroup Inc.
$140.75Price
Mkt Cap$241.37B
P/E20.1
ROE6.7%
Div Yield2%
MUFGMitsubishi UFJ Financial Group, Inc.
$21.29Price
Mkt Cap$240.31B
P/E15.3
ROE11.3%
Div Yield2.3%
AXPAmerican Express Company
$349.58Price
Mkt Cap$239.74B
P/E22.7
ROE34%
Div Yield0.9%
SANBanco Santander, S.A.
$14.19Price
Mkt Cap$208.28B
P/E14.3
ROE12.8%
Div Yield1.6%
TDThe Toronto-Dominion Bank
$122.25Price
Mkt Cap$206.54B
P/E15.0
ROE16.9%
Div Yield2.6%
SCHWThe Charles Schwab Corporation
$101.93Price
Mkt Cap$177.27B
P/E21.9
ROE18.1%
Div Yield1.3%
UBSUBS Group AG
$51.44Price
Mkt Cap$168.61B
P/E21.8
ROE8.8%
Div Yield1.3%
BLKBlackRock, Inc.
$1009.43Price
Mkt Cap$156.46B
P/E28.5
ROE10%
Div Yield2%
BBVABanco Bilbao Vizcaya Argentaria, S.A.
$26.07Price
Mkt Cap$145.26B
P/E13.5
ROE17.3%
Div Yield3.1%
CBChubb Limited
$359.30Price
Mkt Cap$139.36B
P/E14.0
ROE13.9%
Div Yield1.1%
HDBHDFC Bank Limited
$27.13Price
Mkt Cap$139.16B
P/E5.5
ROE11%
Div Yield4.9%
PGRThe Progressive Corporation
$234.40Price
Mkt Cap$136.97B
P/E12.2
ROE40.4%
Div Yield2.1%
SPGIS&P Global Inc.
$443.46Price
Mkt Cap$131.26B
P/E30.2
ROE12.1%
Div Yield0.9%
COFCapital One Financial Corporation
$202.89Price
Mkt Cap$124.98B
P/E50.3
ROE2.8%
Div Yield1.4%
BMOBank of Montreal
$178.25Price
Mkt Cap$124.85B
P/E22.1
ROE10.1%
Div Yield2.7%
MFGMizuho Financial Group, Inc.
$10.19Price
Mkt Cap$124.14B
P/E15.4
ROE12%
Div Yield1.9%
BNJBrookfield Finance Inc. 4.50% P
$15.55Price
Mkt Cap$107.83B
P/E31.1
ROE0.8%
Div Yield—
CMCanadian Imperial Bank of Commerce
$115.91Price
Mkt Cap$107.4B
P/E19.2
ROE13.7%
Div Yield2.6%
IBNICICI Bank Limited
$29.69Price
Mkt Cap$106.48B
P/E18.9
ROE15.3%
Div Yield0.8%
Sector Outlook
Financial Services Sector Outlook - Q1 2026
Updated 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.
Learn
Understanding the Financial Services Sector
What Is the Financial Services Sector?
Financial Services includes companies that lend, insure, process payments, manage capital, or provide market infrastructure — from large banks to exchanges and fintech platforms.
Banks depend on deposit costs, credit losses, and the yield curve. Payment networks and exchanges earn premium multiples because their models are lighter on balance sheet risk and stronger on margins.
A low-multiple bank and a high-quality payments company behave nothing alike in a tightening or easing cycle, so subgroup comparisons matter more than sector averages.
How to Invest in Financial Services Stocks
XLF holds the major US financial leaders. For more control, split the sector into banks, insurers, capital markets, and payments before comparing valuations.
Key drivers: interest rates, loan growth, credit quality, deal activity, and regulation. Rising rates help net interest income initially but can pressure funding costs and asset values.
Use the screener to cross-check valuation with capital ratios, profitability, and business model durability — the cheapest multiple isn't always the best value.
Explore Further
Related Themes & Screens in Financial Services
Frequently Asked Questions
Banks, credit card companies, exchanges, brokers, asset managers, insurers, and specialty finance firms. The screener above shows the sector list.
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