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: Aug 02, 2026
Avg P/E Ratio 16.9
Profitable Companies 100%
Avg Growth 7.8%
Avg Dividend Yield 2.91%

Historical Return

Last updated: Aug 01, 2026
1 Year +49.1% +2.9% Div
3 Years Ø +32.4% +2.9% Div
5 Years Ø +25.0% +2.9% Div
1 Year +21.4% +2.9% Div
3 Years Ø +22.1% +2.9% Div
5 Years Ø +8.8% +2.9% Div

Risk & Analysis Metrics

Last updated: Aug 02, 2026

Volatility

21.85% 1 Year
20.58% 3 Years
23.75% 5 Years
25.28% 10 Years

Max Drawdown

-15.85% 1 Year
-18.49% 3 Years
-35.32% 5 Years
-60.50% 10 Years

Sharpe Ratio

1.79 1 Year
1.20 3 Years
0.78 5 Years
0.34 10 Years

Volatility

27.76% 1 Year
20.03% 3 Years
25.68% 5 Years
21.02% 10 Years

Max Drawdown

-11.89% 1 Year
-62.04% 3 Years
-27.34% 5 Years
-50.51% 10 Years

Sharpe Ratio

0.88 1 Year
-1.20 3 Years
0.74 5 Years
0.49 10 Years

Return Triangle (Heatmap)

Last updated: Aug 01, 2026
2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
2011 -25.6% 1.1% 3.7% 0.8% -1.9% -1.7% 1.4% -1.6% -0.6% -3.0% -0.9% -1.1% 0.8% 1.8% 4.9%
2012 37.5% 22.4% 11.5% 5.2% 4.0% 6.8% 2.4% 3.0% -0.1% 1.9% 1.5% 3.4% 4.3% 7.5%
2013 9.0% 0.4% -3.8% -3.1% 1.5% -2.5% -1.1% -4.0% -1.4% -1.5% 0.7% 1.9% 5.5%
2014 -7.5% -9.6% -6.8% -0.3% -4.7% -2.7% -5.7% -2.6% -2.7% -0.1% 1.3% 5.2%
2015 -11.7% -6.4% 2.2% -4.0% -1.7% -5.4% -1.9% -2.0% 0.8% 2.3% 6.4%
2016 -0.8% 10.0% -1.3% 0.9% -4.1% -0.2% -0.6% 2.5% 3.9% 8.4%
2017 22.0% -1.5% 1.5% -4.8% 0.0% -0.5% 3.0% 4.5% 9.5%
2018 -20.5% -7.4% -12.4% -4.9% -4.5% 0.1% 2.3% 8.0%
2019 7.8% -8.1% 0.9% 0.0% 4.8% 6.6% 12.9%
2020 -21.6% -2.3% -2.5% 4.1% 6.4% 13.7%
2021 21.7% 8.7% 14.4% 14.9% 22.5%
2022 -2.9% 10.9% 12.7% 22.7%
2023 26.7% 21.4% 32.7%
2024 16.3% 35.8%
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: Aug 01, 2026

Profit Margin Distribution

< 0%
0%
1y 3y N/A N/A
0 - 5%
4%
1y 3y N/A N/A
5 - 10%
16%
1y 3y N/A N/A
10 - 15%
16%
1y 3y N/A N/A
15 - 20%
35%
1y 3y N/A N/A
20 - 30%
20%
1y 3y N/A N/A
30 - 40%
3%
1y 3y N/A N/A
> 40%
6%
1y 3y N/A N/A
< 0%
9%
1y 3y N/A N/A
0 - 5%
9%
1y 3y N/A N/A
5 - 10%
15%
1y 3y N/A N/A
10 - 15%
21%
1y 3y N/A N/A
15 - 20%
6%
1y 3y N/A N/A
20 - 30%
15%
1y 3y N/A N/A
30 - 40%
3%
1y 3y N/A N/A
> 40%
21%
1y 3y N/A N/A

P/E Ratio Distribution

< 0
0%
1y 3y N/A N/A
0 - 10
19%
1y 3y N/A N/A
10 - 15
13%
1y 3y N/A N/A
15 - 20
60%
1y 3y N/A N/A
20 - 25
8%
1y 3y N/A N/A
25 - 35
0%
1y 3y N/A N/A
35 - 50
0%
1y 3y N/A N/A
> 50
0%
1y 3y N/A N/A
< 0
9%
1y 3y N/A N/A
0 - 10
36%
1y 3y N/A N/A
10 - 15
18%
1y 3y N/A N/A
15 - 20
24%
1y 3y N/A N/A
20 - 25
9%
1y 3y N/A N/A
25 - 35
3%
1y 3y N/A N/A
35 - 50
0%
1y 3y N/A N/A
> 50
0%
1y 3y N/A N/A

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: Aug 01, 2026
70.0% Top 5 Holdings
86.0% Top 10 Holdings
100.0% Top 50 Holdings
100.0% Top 100 Holdings
Top 5 Companies
HBCYF HSBC Holdings Plc
34.6%
UBS UBS Group AG
16.5%
LYG Lloyds Banking Group Plc
8.5%
DB Deutsche Bank AG
6.5%
PWCDF Power Corp. of Canada
4.0%

Market Cap Size Distribution

Micro Cap
0.0%
1y 3y N/A N/A
Small Cap
0.5%
1y 3y N/A N/A
Mid Cap
4.4%
1y 3y N/A N/A
Large Cap
60.3%
1y 3y N/A N/A
Mega Cap
34.8%
1y 3y N/A N/A
Micro: < $300M Small: $300Mā€“$2B Mid: $2Bā€“$10B Large: $10Bā€“$200B Mega: > $200B
Micro Cap
14.7%
1y 3y N/A N/A
Small Cap
11.8%
1y 3y N/A N/A
Mid Cap
29.4%
1y 3y N/A N/A
Large Cap
41.2%
1y 3y N/A N/A
Mega Cap
2.9%
1y 3y N/A N/A
Micro: < $300M Small: $300Mā€“$2B Mid: $2Bā€“$10B Large: $10Bā€“$200B Mega: > $200B

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Industries

11 total

Average metrics of all companies in sector Last updated: Aug 02, 2026

Compare to
Market
Market Cap The average market value of companies in this sector. $57B
Dividend Yield Yearly payout to shareholders per share. The percentage indicates the payout in relation to the share price. 2.91 %
Beta Indicates the relationship between the price performance of a share and the market. 0.7
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. 16.89
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. 12.17
Price to Sales Ratio Market cap divided by the revenue in the most recent year. 6.73
Price to Book Ratio Price to Book Ratio is the Market cap divided by the Book value of the company. 2.92
Compare to
Market
Enterprise Value to EBIT Enterprise Value divided by EBIT. 15.45
Enterprise Value to Revenue Enterprise value divided by revenue. 4.65
Total Debt to Enterprise Value Total debt divided by enterprise value. 0.76
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. 2.27
Profit Margin Net income divided by revenue of the last 4 quarters. It indicates the company's profitability. 17.08%
Quarterly Earnings Growth (YoY) The rate at which the company's net income has increased to the same quarter one year ago. +7.8%
Return on Equity Equity divided by market cap. 14.56%
Return on Assets Indicates a company's profitability in relation to its total assets. 2.88%
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. 3.84%

Stock Screener

Select filters to narrow down the 42 companies below

42 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

HSBC Holdings plc - ADR

HSBC

HSBC Holdings plc - ADR

HSBC
Market Cap $365.74B
Dividends 3.5%
P/E Ratio 17.4
Revenue $31.6B +78.4%
Net Income $7.21B -1.6%
Profit Margin +22.8%
View Stock

HSBC Holdings Plc

HBCYF

HSBC Holdings Plc

HBCYF
Market Cap $365.74B
Dividends 3.5%
P/E Ratio 17.4
Revenue $31.6B +78.4%
Net Income $7.21B -1.6%
Profit Margin +22.8%
View Stock

UBS Group AG - Registered Shares

UBS

UBS Group AG - Registered Shares

UBS
Market Cap $172.87B
Dividends 2.0%
P/E Ratio 22.9
Revenue $13.3B -28.2%
Net Income $2.8B +16.9%
Profit Margin +21.0%
Employees 68.6K
View Stock

Lloyds Banking Group plc - ADR

LYG

Lloyds Banking Group plc - ADR

LYG
Market Cap $89.55B
Dividends 3.2%
P/E Ratio 20.3
Revenue $13.8B -0.3%
Net Income $1.53B +10.8%
Profit Margin +11.1%
View Stock

Lloyds Banking Group plc

LLDTF

Lloyds Banking Group plc

LLDTF
Market Cap $89.55B
Dividends 3.2%
P/E Ratio 20.3
Revenue $13.8B -0.3%
Net Income $1.53B +10.8%
Profit Margin +11.1%
View Stock

Deutsche Bank AG - Registered Shares

DB

Deutsche Bank AG - Registered Shares

DB
Market Cap $68.96B
Dividends 3.1%
P/E Ratio 8.4
Revenue $16.3B +8.3%
Net Income $2.34B +38.9%
Profit Margin +14.4%
Employees 84.66K
View Stock

Power Corporation of Canada

PWCDF

Power Corporation of Canada

PWCDF
Market Cap $43.02B
Dividends 2.7%
P/E Ratio 23.3
Revenue $6.6B
Net Income $840M +19.7%
Profit Margin +12.7%
View Stock

3i Group plc

TGOPF

3i Group plc

TGOPF
Market Cap $39.08B
Dividends 3.0%
P/E Ratio 5.3
Revenue $237M -92.4%
Net Income $2.01B -32.7%
Profit Margin +850.4%
View Stock

Fairfax Financial Holdings Limited

FRFHF

Fairfax Financial Holdings Limited

FRFHF
Market Cap $34.41B
Dividends 0.9%
P/E Ratio 7.9
Revenue $11.4B -2.6%
Net Income $1.36B -5.5%
Profit Margin +11.9%
View Stock

JAPAN POST HOLDINGS Co., Ltd.

JPHLF

JAPAN POST HOLDINGS Co., Ltd.

JPHLF
Market Cap $32.27B
Dividends 2.1%
P/E Ratio 18.3
Revenue $2.98T -4.4%
Net Income $117B +11.0%
Profit Margin +3.9%
View Stock

FirstRand Limited

FANDF

FirstRand Limited

FANDF
Market Cap $31.31B
Dividends 5.1%
P/E Ratio 12.5
Revenue $135B +106.6%
Net Income $23.9B +9.0%
Profit Margin +17.7%
View Stock

Ashtead Group plc

ASHTF

Ashtead Group plc

ASHTF
Market Cap $28.95B
Dividends 1.0%
P/E Ratio 23.1
Revenue $2.64B +2.7%
Net Income $290M -6.4%
Profit Margin +11.0%
View Stock

China Resources Land Limited

CRBJF

China Resources Land Limited

CRBJF
Market Cap $27.1B
Dividends 4.0%
P/E Ratio 8.1
Revenue $208B +7.8%
Net Income $14.8B +2.4%
Profit Margin +7.1%
View Stock

W.R. Berkley Corp.

WRB

W.R. Berkley Corp.

WRB
Market Cap $27B
Dividends 2.6%
P/E Ratio 14.8
Revenue $6.83B +86.2%
Net Income $452M +12.7%
Profit Margin +6.6%
Employees 7.45K
View Stock

CK Asset Holdings Limited

CHKGF

CK Asset Holdings Limited

CHKGF
Market Cap $21.49B
Dividends 3.7%
P/E Ratio 15.4
Revenue $33.5B +42.5%
Net Income $4.69B -9.8%
Profit Margin +14.0%
View Stock

SBI Holdings, Inc.

SBHGF

SBI Holdings, Inc.

SBHGF
Market Cap $11.86B
Dividends 3.1%
P/E Ratio 4.0
Revenue $567B +27.9%
Net Income $147B +73.7%
Profit Margin +25.9%
View Stock

Discovery Limited

DCYHF

Discovery Limited

DCYHF
Market Cap $10.39B
Dividends 1.2%
P/E Ratio 16.3
Revenue $44.3B +19.0%
Net Income $5.72B +32.1%
Profit Margin +12.9%
View Stock

Vicinity Centres

CNRAF

Vicinity Centres

CNRAF
Market Cap $8.58B
Dividends 4.6%
P/E Ratio 9.2
Revenue $675M -3.8%
Net Income $805M +63.5%
Profit Margin +119.2%
View Stock

ASX Limited

ASXFF

ASX Limited

ASXFF
Market Cap $7.51B
Dividends 3.9%
P/E Ratio 20.4
Revenue $650M -24.0%
Net Income $263M +8.2%
Profit Margin +40.5%
View Stock

Intercorp Financial Services Inc

IFS

Intercorp Financial Services Inc

IFS
Market Cap $6.48B
Dividends 3.1%
P/E Ratio 10.5
Revenue $3.07B +142.5%
Net Income $597M +34.7%
Profit Margin +19.5%
View Stock