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Overview of Market Industries: Valuation and Profitability


Financial Services


The financial services sector includes companies that provide financial services include banks, savings and loans, asset management companies, credit services, investment brokerage firms, and insurance companies. Companies in this sector include Allianz, JPMorgan Chase, and Legg Mason.

* 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

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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 Beta 5-Year Revenue Growth Rate 10-Year Revenue Growth Rate
Asset Management 29.27 29.27 14.43 8.51 7.83 6.31 25.09 1.02 1.02 10.73 10.60 0.89 6.48 1.33 49.29 98.09 21.30 98.26 0.65 0.44 277.24 4.65 5.59 2.23 5.00 -2.57 0.36 4.38 0.70 40.07 11.05 50.56 5.10 7.09 2.63 2.63 15.45 0.80 3.50
Banks 13.14 13.14 17.00 17.92 17.22 2.98 2.88 1.01 1.14 11.85 10.55 1.00 2.75 0.35 22.17 27.04 27.67 8.07 0.86 4.75 7.86 4.00 -2.29 0.44 1.35 0.10 13.50 1.81 0.86 5.60 2.90
Capital Markets 27.68 27.68 33.46 15.30 9.83 4.29 3.72 3.29 3.56 11.55 10.84 1.30 1.38 0.32 39.97 9.23 10.20 12.96 11.57 1.73 45.64 2.40 7.09 1.99 5.00 -2.60 0.40 0.78 0.20 44.71 13.91 38.30 22.09 13.09 1.24 1.21 14.36 1.02 7.65 5.20
Insurance 14.16 14.03 16.71 9.09 8.59 1.12 1.16 0.97 1.07 8.05 7.54 0.98 2.40 0.33 34.99 5.41 10.38 7.05 5.42 1.06 75.99 1.83 5.84 2.84 5.00 -2.57 0.26 0.83 0.27 86.69 63.54 20.70 16.37 1.26 1.26 10.06 0.78 5.75 5.50
Diversified Financial Services 67.84 67.84 4.92 -273.04 -288.55 1.92 6.35 1.29 1.29 62.75 23.73 1.00 1.46 0.20 69.73 5.88 -116.25 8.70 -0.17 -0.13 -412.52 -0.39 7.10 7.54 3.00 -3.49 -0.06 No Debt 0.14 368.76 29.36 -27.43 64.88 2.94 2.92 No Debt 0.73
Credit Services 13.13 13.13 13.74 3.69 4.82 3.34 1.50 1.29 1.44 3.92 3.65 0.81 2.53 0.22 53.11 8.73 13.49 11.33 9.52 1.78 39.14 7.21 7.10 1.95 5.00 -2.70 1.44 0.53 0.26 69.25 73.40 40.13 8.10 19.36 2.02 2.00 22.76 1.30 9.50
Average 27.54 27.52 16.71 -36.42 -40.04 3.33 6.78 1.48 1.59 18.14 11.15 1.00 2.83 0.46 49.42 24.92 -5.64 27.66 5.84 0.96 5.10 3.41 6.76 3.31 4.50 -2.70 0.47 1.57 0.28 121.90 32.79 44.38 5.71 22.38 2.02 2.00 12.89 0.92 6.40 4.53

* All ratios are median value


Sector Performance


Trading Data
Open $67.500000
Volume 321,489
Day Low $67.380000
Day High $67.870000
52 Week Low $40.620000
52 Week High $71.850000
Fundamental Data
Market Cap (M) $1,675
Shares Outstanding 25
PE Ratio 21.10
PB Ratio 1.74
Dividend Yield % 3.04
Total Return % 1 Week 1 Month 3 Month 6 Month 1 Year YTD 3 Year 5 Year 10 Year
IYF -0.86 4.66 15.73 19.69 -1.14 1.35 4.77 13.34 10.56
SPY 1.91 4.26 11.11 17.14 15.56 2.41 10.63 14.96 11.53
Relative to SPY -2.77 0.40 4.62 2.55 -16.70 -1.06 -5.86 -1.62 -0.97
Annual Total Return % IYF SPY
60
0
-60
2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020
IYF -6.54 -13.86 32.09 13.03 5.72 18.73 -18.05 -50.30 16.89 12.22 -13.25 25.92 33.97 14.18 -0.37 16.94 19.57 -9.39 31.87 -0.58
SPY -12.87 -22.81 26.12 8.62 3.01 13.74 3.24 -38.28 23.49 12.84 -0.20 13.47 29.69 11.29 -0.81 9.64 19.38 -6.35 28.79 16.16

Historical Key Ratio Charts


* All ratios are median value

Insider Trades


Monthly Insider Buy/Sell Ratio vs. Sector ETF Performance
Monthly CEO Buy/Sell Ratio vs. Sector ETF Performance

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