Financial Services


The financial services sector includes companies that are in the business of making money. These companies include Bank of America (BAC), T Rowe Price Group (TROW) and MasterCard (MA), which engage in commercial banking, asset management and credit services respectively. Although this sector primarily includes companies that offer common financial services, the sector also includes conglomerates like Warren Buffett’s Berkshire Hathaway (BRK.A)(BRK.B) and insurance companies like AIG. The financial services sector is sensitive to changes in the business cycle as banks can significantly underperform during weak economies.

* Data in this page is the median value and it's updated daily. Sector and industry weightings are calculated using market capitalization which is converted to USD.


Industry Comparison Go to Screener

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Industry
PE Ratio PE Ratio without NRI Shiller PE Ratio EV-to-EBIT EV-to-EBITDA EV-to-Revenue PS Ratio PB Ratio Price-to-Tangible-Book Price-to-Free-Cash-Flow Price-to-Operating-Cash-Flow Price-to-Median-PS-Value Dividend Yield % Dividend Payout Ratio Gross Margin % Net Margin % Operating Margin % Pre-Tax Margin % ROE % ROA % ROC (Joel Greenblatt) % ROIC % WACC % Altman Z-Score Piotroski F-Score Beneish M-Score Debt-to-Equity Cash-to-Debt Equity-to-Asset Days Sales Outstanding Days Inventory Days Payable Cash Conversion Cycle Forward Rate of Return (Yacktman) % Current Ratio Quick Ratio Interest Coverage
Asset Management 12.17 12.24 10.12 9.93 5.12 3.91 1.18 1.10 9.81 9.61 0.92 7.01 0.76 60.89 22.71 28.17 32.17 9.68 3.37 375.12 7.73 7.82 1.46 5.00 -2.43 0.69 0.52 0.54 35.73 57.27 -11.10 1.54 2.03 1.93 11.60
Banks 14.12 14.12 22.58 17.92 17.22 3.70 3.68 1.26 1.45 12.53 11.21 1.19 2.25 0.30 25.30 27.04 32.64 9.91 1.07 4.75 6.75 -2.37 0.60 0.64 0.11 13.50 1.81
Brokers & Exchanges 23.72 23.72 36.81 21.05 16.04 3.01 2.97 3.12 3.89 18.40 15.35 1.22 1.57 0.35 58.69 10.81 12.87 12.45 13.64 2.83 133.32 12.16 8.08 2.87 5.00 -2.51 0.60 1.68 0.29 57.18 43.94 13.70 12.77 1.50 1.50 19.19
Credit Services 10.57 11.10 9.76 8.24 3.39 1.81 1.62 1.82 4.80 4.62 0.88 13.29 15.76 16.80 12.45 2.71 83.09 10.47 7.46 -2.63 1.26 0.44 0.26 14.26 22.65
Insurance 19.73 19.73 19.40 14.31 13.48 1.21 1.02 1.22 1.29 10.45 9.14 1.15 2.32 0.57 5.60 7.31 5.46 3.65 1.44 6.25 6.71 -2.46 0.28 0.50 0.24 6.54 8.20
Insurance - Life 9.96 9.96 15.52 11.05 10.57 1.22 1.05 1.05 1.02 6.01 6.16 1.08 2.17 0.26 10.11 9.37 11.26 7.76 0.67 9.11 7.62 -2.51 0.34 0.74 0.12 15.24 9.68
Insurance - Property & Casualty 21.10 21.10 21.32 13.27 12.87 1.31 1.17 1.37 1.73 10.49 9.85 1.16 1.94 0.33 4.52 5.49 5.93 5.43 1.42 5.70 6.26 -2.50 0.26 0.78 0.26 9.96 8.52
Insurance - Specialty 12.56 14.01 16.19 10.58 8.75 1.38 1.75 0.96 1.07 9.42 9.56 0.94 1.80 5.66 4.08 6.57 4.85 1.27 3.46 6.89 -2.50 0.19 0.67 0.35 22.03 13.48
Average 38.88 39.31 53.11 40.25 36.61 7.63 7.27 3.79 4.41 30.11 27.08 2.83 5.53 0.75 29.62 44.12 47.91 56.06 23.59 3.92 107.27 16.27 17.67 1.26 2.50 -6.10 1.38 1.97 0.51 25.91 0.00 23.64 3.75 33.11 0.82 0.80 20.41

* All ratios are median value


Sector Performance

Trading Data
Open $119.31
Volume 89,907
Day Low $119.10
Day High $119.64
52 Week Low $100.04
52 Week High $126.04
Fundamental Data
Market Cap (M) $1,844
Shares Outstanding 15
PE Ratio 13.62
PB Ratio 1.67
Dividend Yield % 1.75
Total Return % 1 Week 1 Month 3 Month 6 Month 1 Year YTD 3 Year 5 Year 10 Year
IYF 1.70 4.20 1.00 -4.00 -1.30 12.10 49.50 54.60 377.50
SPY 1.10 5.30 1.30 -3.70 3.10 11.00 48.90 63.20 349.00
Relative to SPY 0.60 -1.10 -0.30 -0.30 -4.40 1.10 0.60 -8.60 28.50
Annual Total Return % IYF SPY
60
0
-60
2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018
IYF -6.51 -13.87 32.10 13.02 5.72 18.73 -18.06 -50.29 16.87 12.22 -13.24 25.92 33.98 14.17 -0.38 14.80 17.71
SPY -21.58 28.19 10.70 4.83 15.85 5.14 -36.79 26.35 15.05 1.90 15.99 32.30 13.47 1.24 11.99 21.71 -5.97

Historical Key Ratio Chart

* All ratios are median value

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