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U.S. Diversified Banks Industry Analysis

UpdatedApr 05, 2026
DataAggregated Company Financials
Companies20
  • 7D4.8%
  • 3M-11.3%
  • 1Y44.7%
  • YTDn/a

All of the companies in the Diversified Banks industry have been up over the last week, with the industry up 4.8%. This means that the industry has gained 45% over the past year. Earnings are forecast to grow by 6.7% annually.

Industry Valuation and Performance

Has the U.S. Diversified Banks Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 05 Apr 2026US$2.0tUS$520.3bUS$143.6b13x13.6x3.8x
Tue, 03 Mar 2026US$2.0tUS$519.8bUS$143.5b13.2x13.8x3.8x
Thu, 29 Jan 2026US$2.1tUS$522.2bUS$143.7b13.8x14.3x3.9x
Sat, 27 Dec 2025US$2.2tUS$511.6bUS$142.4b14.7x15.4x4.3x
Mon, 24 Nov 2025US$2.0tUS$511.5bUS$142.4b13.1x13.7x3.8x
Wed, 22 Oct 2025US$2.0tUS$510.7bUS$142.1b13.2x13.9x3.9x
Fri, 19 Sep 2025US$2.0tUS$497.9bUS$136.3b14x14.9x4.1x
Sun, 17 Aug 2025US$1.9tUS$497.4bUS$136.1b12.9x13.8x3.8x
Tue, 15 Jul 2025US$1.9tUS$499.0bUS$137.0b13.5x13.9x3.8x
Thu, 12 Jun 2025US$1.8tUS$499.0bUS$137.0b12x13x3.6x
Sat, 10 May 2025US$1.7tUS$498.4bUS$136.7b11.3x12.3x3.4x
Mon, 07 Apr 2025US$1.4tUS$494.8bUS$133.0b10.3x10.6x2.8x
Wed, 05 Mar 2025US$1.8tUS$494.6bUS$132.9b12.3x13.3x3.6x
Fri, 31 Jan 2025US$1.8tUS$494.5bUS$132.7b13.3x13.8x3.7x
Sun, 29 Dec 2024US$1.7tUS$486.3bUS$116.2b14.9x14.6x3.5x
Tue, 26 Nov 2024US$1.8tUS$486.3bUS$116.2b16.6x15.4x3.7x
Thu, 24 Oct 2024US$1.6tUS$482.9bUS$115.9b14.9x13.9x3.3x
Sat, 21 Sep 2024US$1.5tUS$486.6bUS$118.5b13.7x13x3.2x
Mon, 19 Aug 2024US$1.5tUS$485.4bUS$118.5b13.4x12.8x3.1x
Wed, 17 Jul 2024US$1.5tUS$485.1bUS$118.6b14.8x13x3.2x
Fri, 14 Jun 2024US$1.4tUS$478.7bUS$116.1b12.9x12.4x3x
Sun, 12 May 2024US$1.5tUS$478.1bUS$115.8b13x12.8x3.1x
Tue, 09 Apr 2024US$1.5tUS$475.0bUS$128.1b12.2x11.4x3.1x
Thu, 07 Mar 2024US$1.4tUS$475.0bUS$128.1b11.6x10.9x2.9x
Sat, 03 Feb 2024US$1.3tUS$473.3bUS$127.4b10.6x10.2x2.7x
Mon, 01 Jan 2024US$1.3tUS$473.2bUS$138.3b9.9x9.3x2.7x
Wed, 29 Nov 2023US$1.1tUS$473.1bUS$138.3b8.9x8.2x2.4x
Fri, 27 Oct 2023US$1.0tUS$471.8bUS$138.0b7.9x7.5x2.2x
Sun, 24 Sep 2023US$1.1tUS$461.2bUS$132.1b7.8x8.1x2.3x
Tue, 22 Aug 2023US$1.1tUS$461.1bUS$132.1b8.2x8.4x2.4x
Thu, 20 Jul 2023US$1.2tUS$462.2bUS$131.6b8.5x9x2.6x
Sat, 17 Jun 2023US$1.1tUS$448.9bUS$124.9b8.2x8.9x2.5x
Mon, 15 May 2023US$1.0tUS$448.4bUS$124.7b7.6x8.1x2.3x
Wed, 12 Apr 2023US$1.0tUS$435.4bUS$108.0b8.5x9.6x2.4x
Price to Earnings Ratio

9.6x


Total Market Cap: US$1.0tTotal Earnings: US$108.0bTotal Revenue: US$435.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Diversified Banks Industry Price to Earnings3Y Average 12x202420252026
Current Industry PE
  • Investors are optimistic on the American Diversified Banks industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 13.6x which is higher than its 3-year average PE of 12.0x.
  • The 3-year average PS ratio of 3.2x is lower than the industry's current PS ratio of 3.8x.
Past Earnings Growth
  • The earnings for companies in the Diversified Banks industry have grown 10.0% per year over the last three years.
  • Revenues for these companies have grown 6.1% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

How does U.S. Diversified Banks compare with similar industries?

US Market3.46%
Financials3.50%
Banks4.52%
Diversified Banks4.75%
Regional Banks3.88%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
JPM JPMorgan ChaseUS$294.604.2%
+US$31.7b		40.1%PB2.3x
BAC Bank of AmericaUS$49.385.1%
+US$17.2b		43.6%PB1.3x
C CitigroupUS$115.257.3%
+US$13.8b		98.3%PB1x
WFC Wells FargoUS$80.604.4%
+US$10.5b		32.2%PB1.5x
PNC PNC Financial Services GroupUS$211.704.6%
+US$3.8b		38.3%PB1.6x

Latest News

C
US$115.25
Citigroup
7D
7.3%
1Y
98.3%
PNC
US$211.70
PNC Financial Services Group
7D
4.6%
1Y
38.3%
JPM
US$294.60
JPMorgan Chase
7D
4.2%
1Y
40.1%

JPM: Future Spending On Branch And Card Expansion Will Sustain Earnings Power

JPMorgan Chase's updated analyst price target reflects a modest trim of about $7 per share to $337.75, as analysts factor in recent target reductions, a slightly lower implied future P/E, and ongoing conversations around spending, earnings power, and risk management across the large bank group. Analyst Commentary Recent research on JPMorgan Chase shows a mix of optimism and caution as analysts reassess price targets, earnings power, and spending plans.
USB
US$52.95
U.S. Bancorp
7D
4.1%
1Y
43.8%
FITB
US$47.11
Fifth Third Bancorp
7D
5.8%
1Y
39.6%

FITB: Comerica Integration And Loan Trends Poised To Drive 2026 Profitability

Analysts have made a modest adjustment to the fair value estimate for Fifth Third Bancorp to $56.76 from $57.68, reflecting updated views on commercial and industrial loan trends, anticipated cost savings from the Comerica integration, and recent shifts in Street price targets, which now range from about $50 to $67. Analyst Commentary Recent Street research on Fifth Third Bancorp clusters around a generally constructive view on the shares, with differing opinions on how much upside remains relative to current fair value estimates.
BAC
US$49.38
Bank of America
7D
5.1%
1Y
43.6%

BAC: Net Interest Income And Expense Discipline Will Support Future Returns

Analysts have nudged the Bank of America price target slightly lower to about $61.77, reflecting a modestly reduced fair value estimate alongside updated assumptions on discount rate, profit margin, and future P/E after a mix of target raises and cuts across recent research. Analyst Commentary Recent Street research on Bank of America shows a mix of optimism and caution, with several firms adjusting price targets and ratings as they revisit assumptions on earnings power, profitability, and valuation multiples.
WFC
US$80.60
Wells Fargo
7D
4.4%
1Y
32.2%

WFC: Future Returns Will Reflect ROTCE Expansion Despite Sector Multiple Pressure

The analyst price target on Wells Fargo has been trimmed slightly, reflecting a modest fair value adjustment to about $100.52 as analysts weigh mixed target changes across the Street and updated assumptions on profitability and sector valuations. Analyst Commentary Recent research on Wells Fargo points to a split view, with some analysts focusing on upside to earnings power and capital return, while others question how much of that story is already reflected in the share price.
NU
US$14.15
Nu Holdings
7D
4.0%
1Y
47.4%

NU: US Bank Charter And F1 Partnership Will Support Long-Term Earnings

Analysts kept their $22.00 price target for Nu Holdings unchanged, citing updated assumptions that include a lower discount rate, a revised revenue growth outlook, a higher profit margin and a lower future P/E multiple. What's in the News Nu received conditional approval from the US Office of the Comptroller of the Currency to form a de novo national bank, Nubank, N.A., moving into the bank organization phase that includes meeting OCC conditions and obtaining additional approvals from the FDIC and the Federal Reserve (Regulatory Authority – Compliance).