undamentalytics Newsletter

Financials stocks

647 US-listed companies in the financials sector reported $3.62tn of revenue in their latest fiscal years. Berkshire Hathaway is the largest, with $371.4bn. Among companies with at least $100m of revenue, the median grew 9.6% and kept 19.3% of revenue as net income.

Companies647
Combined revenue$3.62tn
Median revenue growth9.6%
Median net margin19.3%
Median return on equity11.3%

Largest financials companies

#CompanyRevenueGrowthNet marginROEFiscal year
1 Berkshire HathawayBRK.B $371.4bn 0.0% 18.0% 9.8% 2025
2 JPMorgan ChaseJPM $182.4bn 2.8% 31.3% 16.1% 2025
3 Stonex Group Inc.SNEX $132.4bn 32.5% 0.2% 15.0% 2025
4 Bank of AmericaBAC $113.1bn 6.8% 27.0% 10.2% 2025
5 Progressive CorporationPGR $87.7bn 16.3% 12.9% 40.4% 2025
6 CitigroupC $85.2bn 5.6% 16.8% 6.8% 2025
7 Wells FargoWFC $83.7bn 1.7% 25.5% 11.8% 2025
8 MetLifeMET $77.1bn 8.6% 4.4% 12.1% 2025
9 American ExpressAXP $72.2bn 9.5% 15.0% 34.0% 2025
10 Morgan StanleyMS $70.6bn 14.4% 23.9% 15.6% 2025
11 AllstateALL $67.7bn 5.6% 15.2% 39.5% 2025
12 Prudential FinancialPRU $60.8bn −13.7% 5.9% 11.9% 2025
13 Galaxy Digital Inc.GLXY $60.4bn 41.8% −0.4% −11.6% 2025
14 Chubb LimitedCB $59.4bn 6.5% 17.4% 15.0% 2025
15 Goldman SachsGS $58.3bn 8.9% 29.5% 13.9% 2025
16 Capital OneCOF $53.4bn 36.6% 4.6% 2.8% 2025
17 The Travelers CompaniesTRV $48.8bn 5.2% 12.9% 20.7% 2025
18 Toronto Dominion BankTD $48.4bn 15.1% 30.3% 16.9% 2025
19 Royal Bank Of CanadaRY $47.6bn 12.9% 30.6% 15.3% 2025
20 Visa Inc.V $40.0bn 11.3% 50.1% 52.1% 2025
21 Natwest Group plcNWG $39.9bn 6.5% 19.3% 14.4% 2025
22 PayPalPYPL $33.2bn 4.3% 15.8% 25.7% 2025
23 MastercardMA $32.8bn 16.4% 45.6% — 2025
24 Apollo Global ManagementAPO $32.0bn 22.7% 10.9% 17.2% 2025
25 SUN Life Financial IncSLF $30.0bn 5.9% 8.5% 14.3% 2025

Industries in financials

Figures from each company's latest annual report filed with the SEC (10-K or 20-F), as reported, with the fiscal year shown. Not investment advice. How we read filings: methodology.