SECTORS · FINANCIALS
Financials
Banks, insurers, brokers and other financial firms. Interest rates, the economy and capital rules weigh heavily on them.
Stocks in this sector
By overall scoreKorea 46 stocks
US 29 stocks
| Rank | Grade | Stock | Overall score | Change % |
|---|---|---|---|---|
| 1 | S | BlackRock, Inc. | 87 | +0.72% |
| 2 | A | Ameriprise Financial, Inc. | 78 | +0.51% |
| 3 | A | Visa Inc. | 77 | -1.17% |
| 4 | A | Morgan Stanley | 77 | -2.75% |
| 5 | A | S&P Global Inc. | 76 | -0.35% |
| 6 | A | The PNC Financial Services Group, Inc. | 76 | -0.77% |
| 7 | A | The Goldman Sachs Group, Inc. | 73 | -1.48% |
| 8 | A | U.S. Bancorp | 73 | -1.11% |
| 9 | A | JPMorgan Chase & Co. | 71 | +1.16% |
| 10 | A | Bank of America Corporation | 71 | -4.76% |
| 11 | A | Wells Fargo & Company | 70 | +0.20% |
| 12 | A | The Progressive Corporation | 70 | -4.23% |
| 13 | A | CME Group Inc. | 70 | +2.72% |
| 14 | A | Intercontinental Exchange, Inc. | 70 | -0.84% |
| 15 | A | The Allstate Corporation | 70 | -0.10% |
| 16 | A | The Bank of New York Mellon Corporation | 70 | -2.40% |
| 17 | B | Mastercard Incorporated | 69 | -0.26% |
| 18 | B | Citigroup Inc. | 69 | -1.81% |
| 19 | B | American Express Company | 69 | -0.93% |
| 20 | B | Capital One Financial Corporation | 69 | -1.88% |
| 21 | B | Arthur J. Gallagher & Co. | 68 | +1.78% |
| 22 | B | The Charles Schwab Corporation | 66 | +0.90% |
| 23 | B | Chubb Limited | 66 | +1.15% |
| 24 | B | Aflac Incorporated | 66 | +1.52% |
| 25 | B | The Travelers Companies, Inc. | 65 | +1.22% |
| 26 | B | Berkshire Hathaway Inc. | 64 | +1.11% |
| 27 | B | MetLife, Inc. | 64 | -0.92% |
| 28 | B | Aon plc | 62 | +0.23% |
| 29 | B | Prudential Financial, Inc. | 59 | +0.07% |
Sector metric profile
Medians of the 75 stocks in Financials, placed next to the medians of the other sectors on Jupick. The left end of each track is the sector with the lowest median and the right end the highest. The vertical line marks the median of all listed stocks.
- PER12.1x · 70 stocks
- PBR1.1x · 72 stocks
- ROE11.7% · 73 stocks
- Operating margin23.5% · 47 stocks
- Debt ratio172.4% · 65 stocks
- Dividend yield2.5% · 67 stocks
The position only orders values by size. A larger value is not better or worse for any metric. Each sector has its own baseline: capital-heavy sectors tend to show higher debt ratios, and sectors with high growth expectations tend to show higher PER. Stocks whose PER or PBR is not meaningful because of losses, and stocks whose financials have not arrived yet, are left out. Metrics with fewer than 5 valid stocks are not shown.
Korea and US medians
Metric medians counted separately for 46 Korean and 29 US stocks in Financials. Only ratio metrics that compare across currencies are used, and only metrics with at least 5 valid stocks on both sides are shown.
| Metric | Korea | US |
|---|---|---|
| PER | 8.6x 41 in sample | 13.1x 29 in sample |
| PBR | 0.8x 44 in sample | 2.5x 28 in sample |
| ROE | 7.4% 44 in sample | 14.8% 29 in sample |
| Operating margin | 5.9% 18 in sample | 36.2% 29 in sample |
| Debt ratio | 396.9% 44 in sample | 67.6% 21 in sample |
| Dividend yield | 3.7% 38 in sample | 1.8% 29 in sample |
Of 6 metrics compared, the Korean median is lower than the US median for 4 and higher for 2.
Even within one sector, Korea and the US differ in the mix and size of listed companies, accounting rules and dividend habits, so the numbers can be far apart. A larger value on either side is not better or worse. Stocks whose PER or PBR is not meaningful because of losses, and stocks whose financials have not arrived yet, are left out, so sample sizes differ by metric.
Sector classification is based on public data and is for information only. Grades and price moves summarize the current state and are not investment advice or a forecast.