Finance

Sector Overview

The finance sector plays a critical role in the global economy by facilitating the flow of capital and providing essential services that enable businesses and consumers to manage their financial needs. This sector includes a diverse array of entities such as banks, investment firms, insurance companies, and real estate investment trusts (REITs). Key players like HSBC Holdings, Deutsche Bank, and UBS Group represent the banking and investment space, while companies like Legg Mason and WPT Industrial REIT focus on asset management and real estate investments, showcasing the sector's wide-ranging influence on economic stability and growth.

Key drivers of the finance sector include interest rates, regulatory environments, technological advancements, and consumer confidence. As interest rates fluctuate, banks and financial institutions adjust their lending practices, impacting credit availability and consumer spending. Additionally, the rise of fintech companies is transforming traditional banking and investment models, promoting innovation and competition. The sector has also experienced significant consolidation, as companies merge to enhance their market presence and operational efficiencies. Furthermore, the increasing importance of environmental, social, and governance (ESG) factors drives investment strategies and product offerings within the finance industry.

As part of the broader economic landscape, the finance sector is vital for facilitating international trade, investments, and consumer spending. Its health is often indicative of the economy's overall condition, making it a focal point for investors and policymakers alike. The ongoing evolution driven by technology, changing consumer behaviors, and regulatory changes suggests that the finance sector will continue to adapt and grow, solidifying its position as a cornerstone of economic activity worldwide.

Key Metrics

*Weighted by Market Cap Last updated: Oct 25, 2026
Avg P/E Ratio 12.7
Profitable Companies 100%
Avg Growth 69.5%
Avg Dividend Yield 2.99%

Historical Return

Last updated: Oct 15, 2026
1 Year +10.6% +3.0% Div
3 Years Ø +8.4% +3.0% Div
5 Years Ø +6.9% +3.0% Div
1 Year +2.7% +3.0% Div
3 Years Ø +8.7% +3.0% Div
5 Years Ø +2.6% +3.0% Div

Risk & Analysis Metrics

Last updated: Oct 25, 2026

Volatility

43.95% 1 Year
32.45% 3 Years
28.04% 5 Years
2789.10% 10 Years

Max Drawdown

-17.31% 1 Year
-20.29% 3 Years
-35.85% 5 Years
-50.98% 10 Years

Sharpe Ratio

0.60 1 Year
0.56 3 Years
0.19 5 Years
0.32 10 Years

Volatility

30.00% 1 Year
23.08% 3 Years
20.81% 5 Years
52870.13% 10 Years

Max Drawdown

-13.55% 1 Year
-22.30% 3 Years
-28.21% 5 Years
-48.71% 10 Years

Sharpe Ratio

0.04 1 Year
0.20 3 Years
0.23 5 Years
0.32 10 Years

Return Triangle (Heatmap)

Last updated: Oct 15, 2026
2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
2011 -25.4% 1.1% 3.6% 0.7% -1.9% -1.7% 1.4% -1.6% -0.6% -2.9% -0.9% -1.1% 0.8% 1.8% 4.8%
2012 37.0% 22.1% 11.3% 5.0% 3.8% 6.7% 2.3% 3.0% -0.1% 1.9% 1.5% 3.3% 4.3% 7.4%
2013 8.8% 0.3% -3.9% -3.1% 1.5% -2.5% -1.1% -3.9% -1.4% -1.5% 0.7% 1.9% 5.4%
2014 -7.6% -9.7% -6.8% -0.3% -4.6% -2.7% -5.6% -2.6% -2.6% -0.1% 1.3% 5.2%
2015 -11.7% -6.4% 2.3% -3.9% -1.7% -5.3% -1.8% -2.0% 0.8% 2.3% 6.4%
2016 -0.7% 10.2% -1.1% 1.0% -3.9% -0.1% -0.5% 2.5% 3.9% 8.4%
2017 22.2% -1.3% 1.6% -4.7% 0.1% -0.5% 3.0% 4.5% 9.5%
2018 -20.3% -7.3% -12.3% -4.8% -4.5% 0.1% 2.2% 8.0%
2019 7.7% -8.0% 1.0% -0.1% 4.7% 6.5% 12.8%
2020 -21.4% -2.2% -2.5% 4.0% 6.3% 13.6%
2021 21.7% 8.6% 14.2% 14.7% 22.3%
2022 -3.2% 10.6% 12.4% 22.5%
2023 26.4% 21.1% 32.5%
2024 16.1% 35.6%
2025 58.5%
2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
2011 -16.8% -3.2% 2.0% 0.1% -2.4% -1.5% 0.5% -1.6% 5.0% 8.7% 8.4% 5.9% 6.4% 7.3% 8.1%
2012 12.6% 12.9% 6.5% 1.6% 1.8% 3.8% 0.8% 8.1% 12.0% 11.3% 8.2% 8.6% 9.4% 10.1%
2013 13.2% 3.5% -1.9% -0.7% 2.1% -1.1% 7.4% 12.0% 11.2% 7.8% 8.2% 9.1% 10.0%
2014 -5.4% -8.6% -5.0% -0.5% -3.7% 6.5% 11.8% 11.0% 7.2% 7.7% 8.8% 9.7%
2015 -11.8% -4.7% 1.1% -3.3% 9.0% 14.9% 13.5% 8.9% 9.3% 10.3% 11.2%
2016 2.8% 8.3% -0.3% 15.0% 21.2% 18.4% 12.2% 12.3% 13.1% 13.8%
2017 14.0% -1.8% 19.3% 26.2% 21.8% 13.8% 13.7% 14.4% 15.0%
2018 -15.5% 22.0% 30.6% 23.8% 13.8% 13.6% 14.5% 15.2%
2019 76.2% 62.3% 40.6% 22.5% 20.6% 20.4% 20.4%
2020 49.4% 25.5% 8.5% 9.6% 11.6% 13.0%
2021 5.4% -7.5% -1.1% 3.7% 6.8%
2022 -18.8% -4.2% 3.2% 7.2%
2023 13.0% 16.3% 17.6%
2024 19.8% 20.0%
2025 20.1%

Distributions

Last updated: Oct 15, 2026

Profit Margin Distribution

< 0%
0%
1y 3y 0% 2%
0 - 5%
52%
1y 3y 4% 5%
5 - 10%
3%
1y 3y 20% 6%
10 - 15%
3%
1y 3y 26% 12%
15 - 20%
0%
1y 3y 35% 15%
20 - 30%
41%
1y 3y 2% 40%
30 - 40%
0%
1y 3y 1% 0%
> 40%
1%
1y 3y 13% 21%
< 0%
9%
1y 3y 12% 27%
0 - 5%
9%
1y 3y 9% 5%
5 - 10%
21%
1y 3y 12% 11%
10 - 15%
15%
1y 3y 24% 11%
15 - 20%
6%
1y 3y 6% 14%
20 - 30%
18%
1y 3y 3% 16%
30 - 40%
3%
1y 3y 9% 0%
> 40%
18%
1y 3y 24% 16%

P/E Ratio Distribution

< 0
0%
1y 3y 1% 0%
0 - 10
19%
1y 3y 18% 81%
10 - 15
27%
1y 3y 52% 19%
15 - 20
53%
1y 3y 4% 0%
20 - 25
2%
1y 3y 21% 0%
25 - 35
0%
1y 3y 0% 0%
35 - 50
0%
1y 3y 0% 0%
> 50
0%
1y 3y 4% 0%
< 0
9%
1y 3y 18% 3%
0 - 10
42%
1y 3y 30% 92%
10 - 15
27%
1y 3y 27% 6%
15 - 20
9%
1y 3y 9% 0%
20 - 25
12%
1y 3y 9% 0%
25 - 35
0%
1y 3y 0% 0%
35 - 50
0%
1y 3y 3% 0%
> 50
0%
1y 3y 3% 0%

Discounted Cash Flow

Weighted Average Undervaluation
N/A
Undervalued
> 60%
0%
1y 3y N/A N/A
45 - 60%
0%
1y 3y N/A N/A
30 - 45%
0%
1y 3y N/A N/A
15 - 30%
0%
1y 3y N/A N/A
Fair (&plusmn;15%)
0%
1y 3y N/A N/A
Overvalued
15 - 30%
0%
1y 3y N/A N/A
30 - 45%
0%
1y 3y N/A N/A
45 - 60%
0%
1y 3y N/A N/A
> 60%
0%
1y 3y N/A N/A
Equal Weight Average Undervaluation
N/A
Undervalued
> 60%
0%
1y 3y N/A N/A
45 - 60%
0%
1y 3y N/A N/A
30 - 45%
0%
1y 3y N/A N/A
15 - 30%
0%
1y 3y N/A N/A
Fair (&plusmn;15%)
0%
1y 3y N/A N/A
Overvalued
15 - 30%
0%
1y 3y N/A N/A
30 - 45%
0%
1y 3y N/A N/A
45 - 60%
0%
1y 3y N/A N/A
> 60%
0%
1y 3y N/A N/A

Portfolio Concentration

*by Market Cap Last updated: Oct 15, 2026
92.1% Top 5 Holdings
97.5% Top 10 Holdings
100.0% Top 50 Holdings
100.0% Top 100 Holdings
Top 5 Companies
JPPHY Japan Post Holdings Co. Ltd.
51.7%
HSBA.L HSBC Holdings Plc
19.5%
SBHGF SBI Holdings, Inc.
15.4%
FSR.JO FirstRand Ltd.
3.8%
CRBJY China Resources Land Ltd.
1.7%

Market Cap Size Distribution

Micro Cap
0.0%
1y 3y 0.0% 0.1%
Small Cap
0.0%
1y 3y 0.7% 1.6%
Mid Cap
0.2%
1y 3y 6.1% 9.7%
Large Cap
7.7%
1y 3y 66.6% 88.6%
Mega Cap
92.1%
1y 3y 26.6% 0.0%
Micro: < $300M Small: $300Mā€“$2B Mid: $2Bā€“$10B Large: $10Bā€“$200B Mega: > $200B
Micro Cap
11.8%
1y 3y 14.7% 19.0%
Small Cap
14.7%
1y 3y 14.7% 21.4%
Mid Cap
17.6%
1y 3y 29.4% 26.2%
Large Cap
41.2%
1y 3y 38.2% 33.3%
Mega Cap
14.7%
1y 3y 2.9% 0.0%
Micro: < $300M Small: $300Mā€“$2B Mid: $2Bā€“$10B Large: $10Bā€“$200B Mega: > $200B

Latest News

View all news →
4 days ago • GlobeNewsWire

BETTER HOME & FINANCE ALERT: Bragar Eagel & Squire, P.C. Announces that a Class Action Lawsuit Has Been Filed Against Better Home & Finance Holding Company and Encourages Investors to Contact the Firm

Bragar Eagel & Squire, P.C.Ā  Litigation PartnerĀ  Brandon Walker Ā Encourages Investors Who Suffered Losses In Better Home (BETR) To Contact Him Dire...
4 days ago • Newsfile Corp

ROSEN, A LONGSTANDING LAW FIRM, Encourages Better Home & Finance Holding Company Investors to Secure Counsel Before Important Deadline in Securities Class Action - BETR

New York, New York--(Newsfile Corp. - October 21, 2026) - WHY:Ā Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities ...
4 days ago • GlobeNewsWire

DEADLINE ALERT for Baidu, Inc. (BIDU), Doximity, Inc. (DOCS), and Better Home & Finance Holding Company (BETR): The Law Offices of Frank R. Cruz Reminds Investors of Lead Plaintiff Deadlines in Securities Fraud Class Actions

Investors in Baidu, Inc., Doximity, Inc., and Better Home & Finance Holding Company have upcoming deadlines to seek lead plaintiff appointment in p...

Industries

11 total

Average metrics of all companies in sector Last updated: Oct 25, 2026

Compare to
Market
Market Cap The average market value of companies in this sector. $1.33T
Dividend Yield Yearly payout to shareholders per share. The percentage indicates the payout in relation to the share price. 2.99 %
Beta Indicates the relationship between the price performance of a share and the market. 0.37
P/E Ratio Ratio between share price and earnings per share. A low ratio could indicate that the stock is undervalued or investors aren't expecting high growth. A high ratio could indicate that the stock is overvalued or investors are expecting high growth. 12.74
Negative P/E Ratio A negative P/E ratio shows that the company is not profitable, and it shows how many years it would take the company to lose its entire market capitalisation if it did not change anything. -
Profitable Companies 100%
PEG The ratio between the P/E ratio and the growth rate of the company's earnings per share in the last twelve months. A lower PEG could mean that a stock is undervalued. 13.38
Price to Sales Ratio Market cap divided by the revenue in the most recent year. 4.48
Price to Book Ratio Price to Book Ratio is the Market cap divided by the Book value of the company. 2.85
Compare to
Market
Enterprise Value to EBIT Enterprise Value divided by EBIT. 1.64
Enterprise Value to Revenue Enterprise value divided by revenue. 9.26
Total Debt to Enterprise Value Total debt divided by enterprise value. -0.03
Debt to Equity A higher ratio indicates a higher risk. However, the ratio is difficult to compare between industries where common amounts of debt vary. 2.36
Profit Margin Net income divided by revenue of the last 4 quarters. It indicates the company's profitability. 11.97%
Quarterly Earnings Growth (YoY) The rate at which the company's net income has increased to the same quarter one year ago. +69.5%
Return on Equity Equity divided by market cap. 11.08%
Return on Assets Indicates a company's profitability in relation to its total assets. 0.77%
Return on Invested Capital Return on invested capital (ROIC) is net income after dividends divided by the sum of debt and equity. It shows how effective a company is at turning capital invested by shareholders and other debtholders into profits. 1.49%

Stock Screener

Select filters to narrow down the 105 companies below

105 companies
$0B >$1T

Ratio between share price and earnings per share. A low ratio could indicate undervaluation.

<0 >50

Ratio of dividends in the last 12 months to current share price.

0% 3%

Revenue increase compared to the same quarter one year ago.

0% 30%

Net income increase compared to the same quarter one year ago.

0% 30%

Profitability of the last quarter.

<-30% >30%

A higher ratio indicates a higher risk. The ratio is difficult to compare between industries.

<0 >3

Discounted cash flow valuation vs. current price. Positive = undervalued, negative = overvalued.

<-50% >+100%
Market Cap
Dividends Ratio of dividends in the last 12 months to current share price
P/E Ratio
Revenue Revenue of the last quarter YoY Change
Net income Net income of the last quarter YoY Change
Profit margin Profit margin of the last quarter

JAPAN POST HOLDINGS Co., Ltd.

JPHLF

JAPAN POST HOLDINGS Co., Ltd.

JPHLF
Market Cap $6.41T
Dividends 2.3%
P/E Ratio 15.4
Revenue $2.9T +3.3%
Net Income $124B +83.7%
Profit Margin +4.3%
Employees 224.44K
View Stock

Japan Post Holdings Co., Ltd.

6178.T

Japan Post Holdings Co., Ltd.

6178.T
Market Cap $6.41T
Dividends 2.3%
P/E Ratio 15.4
Revenue $2.9T +3.3%
Net Income $124B +83.7%
Profit Margin +4.3%
Employees 224.44K
View Stock

Japan Post Holdings Co., Ltd.

JPPHY

Japan Post Holdings Co., Ltd.

JPPHY
Market Cap $6.41T
Dividends 2.3%
P/E Ratio 15.4
Revenue $2.9T +3.3%
Net Income $124B +83.7%
Profit Margin +4.3%
Employees 224.44K
View Stock

HSBC Holdings plc - ADR

HSBC

HSBC Holdings plc - ADR

HSBC
Market Cap $2.44T
Dividends 4.1%
P/E Ratio 12.8
Revenue $34.2B +1.3%
Net Income $7.91B +67.2%
Profit Margin +23.2%
Employees 209K
View Stock

HSBC Holdings Plc

HBCYF

HSBC Holdings Plc

HBCYF
Market Cap $2.44T
Dividends 4.1%
P/E Ratio 12.8
Revenue $34.2B +1.3%
Net Income $7.91B +67.2%
Profit Margin +23.2%
Employees 209K
View Stock

HSBC Holdings plc

0005.HK

HSBC Holdings plc

0005.HK
Market Cap $2.44T
Dividends 4.1%
P/E Ratio 12.8
Revenue $34.2B +1.3%
Net Income $7.91B +67.2%
Profit Margin +23.2%
Employees 209K
View Stock

HSBC Holdings plc

HSBA.L

HSBC Holdings plc

HSBA.L
Market Cap $2.44T
Dividends 4.1%
P/E Ratio 12.8
Revenue $34.2B +1.3%
Net Income $7.91B +67.2%
Profit Margin +23.2%
Employees 209K
View Stock

HSBC Holdings plc

HBC1.DE

HSBC Holdings plc

HBC1.DE
Market Cap $2.44T
Dividends 4.1%
P/E Ratio 12.8
Revenue $34.2B +1.3%
Net Income $7.91B +67.2%
Profit Margin +23.2%
Employees 209K
View Stock

SBI Holdings, Inc.

SBHGF

SBI Holdings, Inc.

SBHGF
Market Cap $1.89T
Dividends 3.6%
P/E Ratio 3.9
Revenue $567B +27.9%
Net Income $147B +73.7%
Profit Margin +25.9%
Employees 18.67K
View Stock

SBI Holdings, Inc.

8473.T

SBI Holdings, Inc.

8473.T
Market Cap $1.89T
Dividends 3.6%
P/E Ratio 3.9
Revenue $567B +27.9%
Net Income $147B +73.7%
Profit Margin +25.9%
Employees 18.67K
View Stock

FirstRand Limited

FANDF

FirstRand Limited

FANDF
Market Cap $502.94B
Dividends 6.0%
P/E Ratio 14.0
Revenue $109B +62.6%
Net Income $13.8B -36.2%
Profit Margin +12.6%
Employees 51.71K
View Stock

FirstRand Limited

FANDY

FirstRand Limited

FANDY
Market Cap $502.94B
Dividends 6.0%
P/E Ratio 14.0
Revenue $109B +62.6%
Net Income $13.8B -36.2%
Profit Margin +12.6%
Employees 51.71K
View Stock

FirstRand Limited

FSR.JO

FirstRand Limited

FSR.JO
Market Cap $502.94B
Dividends 6.0%
P/E Ratio 14.0
Revenue $109B +62.6%
Net Income $13.8B -36.2%
Profit Margin +12.6%
Employees 51.71K
View Stock

China Resources Land Limited

CRBJF

China Resources Land Limited

CRBJF
Market Cap $210.36B
Dividends 4.5%
P/E Ratio 7.6
Revenue $71.7B -31.1%
Net Income $9.84B -24.4%
Profit Margin +13.7%
Employees 59.05K
View Stock

China Resources Land Limited

1109.HK

China Resources Land Limited

1109.HK
Market Cap $210.36B
Dividends 4.5%
P/E Ratio 7.6
Revenue $71.7B -31.1%
Net Income $9.84B -24.4%
Profit Margin +13.7%
Employees 59.05K
View Stock

China Resources Land Limited

CRBJY

China Resources Land Limited

CRBJY
Market Cap $210.36B
Dividends 4.5%
P/E Ratio 7.6
Revenue $71.7B -31.1%
Net Income $9.84B -24.4%
Profit Margin +13.7%
Employees 59.05K
View Stock

Discovery Limited

DCYHF

Discovery Limited

DCYHF
Market Cap $180.1B
Dividends 1.4%
P/E Ratio 13.9
Revenue $47.8B +13.5%
Net Income $7.67B +49.1%
Profit Margin +16.0%
Employees 13.8K
View Stock

Discovery Limited

DCYHY

Discovery Limited

DCYHY
Market Cap $180.1B
Dividends 1.4%
P/E Ratio 13.9
Revenue $47.8B +13.5%
Net Income $7.67B +49.1%
Profit Margin +16.0%
Employees 13.8K
View Stock

Discovery Limited

DSY.JO

Discovery Limited

DSY.JO
Market Cap $180.1B
Dividends 1.4%
P/E Ratio 13.9
Revenue $47.8B +13.5%
Net Income $7.67B +49.1%
Profit Margin +16.0%
Employees 13.8K
View Stock

CK Asset Holdings Limited

CHKGF

CK Asset Holdings Limited

CHKGF
Market Cap $154.41B
Dividends 4.1%
P/E Ratio 11.7
Revenue $41B +61.5%
Net Income $8.82B +40.0%
Profit Margin +21.5%
Employees 54K
View Stock