MarketGrader US Financials Index


Five Largest Companies
Symbol Name Grade Market Cap Country
JPM JPMorgan Chase & Co. 60.6 ¤675,316 US
WFC Wells Fargo & Company 58.2 ¤232,931 US
AXP American Express Company 55.9 ¤206,614 US
RY Royal Bank of Canada 49.4 ¤167,564 CA
SPGI S&P Global, Inc. 54.9 ¤149,788 US

Five Smallest Companies
Symbol Name Grade Market Cap Country
FCFS FirstCash Holdings, Inc. 49.3 ¤4,771 US
ACT Enact Holdings Inc 56.0 ¤4,784 US
THG Hanover Insurance Group, Inc. 46.6 ¤5,302 US
HOMB Home BancShares, Inc. 57.8 ¤5,413 US
ESNT Essent Group Ltd. 54.0 ¤5,786 BM

Companies with Most Selections Among Current Components
Symbol Name Grade Times* Country
DFS Discover Financial Services 41.7 29 US
JPM JPMorgan Chase & Co. 60.6 29 US
AFL Aflac Incorporated 43.4 28 US
EWBC East West Bancorp, Inc. 66.0 28 US
UNM Unum Group 62.4 26 US
FCNCA First Citizens BancShares, Inc. Class A 58.9 24 US
RLI RLI Corp. 68.7 23 US
AXP American Express Company 55.9 22 US
FITB Fifth Third Bancorp 49.0 22 US
RF Regions Financial Corporation 53.9 22 US
*Number of times selected at Index semi-annual reconstitutions since inception date.
Index Bio
Average Market Cap ¤43,956
Median Market Cap ¤17,668
Avg. 3 Mo. Dollar Vol. ¤235,330,764
Avg. 3 Mo. Trading Vol. 1,788,110
Last Rebalance Date 09/23/2024
Companies Replaced 34
Biggest Sector Increase Financials
Biggest Sector Decrease Financials

Fundamental Attributes
Trailing P/E Ratio (12 Mo.) 14.5
Forward P/E Ratio (12 Mo.) 12.9
Price/Book Ratio 1.9
Avg. Revenue Chg. - 3 Yr 47.9%
Avg. Op. Income Chg. - 3 Yr. 22.6%
Avg. EPS Growth - 3 Yr. 7.0%
Avg. EPS Growth - 1 Yr. 10.4%
Avg. Operating Margin 24.9%
Avg. LT Debt to Total Capital 33.2%
Avg. Return on Equity 15.5%
Dividend Yield 1.6%
Index Average Grade
US Financials Index 56.93
Country Breakdown
United States Of America 87.5%
Bermuda 6.25%
Canada 2.5%
Switzerland 1.25%
United Kingdom 1.25%
Ireland 1.25%
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