S&P 500 Financials (^SP500-40) | Stock Overview & Key Data

$875.76

-0.09%

| S&P 500 Financials Stock Comparison:

S&P 500 Financials vs S&P Consumer Staples S&P 500 Financials vs S&P Communication S&P 500 Financials vs S&P Industrials S&P 500 Financials vs S&P Utilities S&P 500 Financials vs NYSE Composite

Chart Range Statistics Financials Returns Top Stocks Top Returns FAQ

S&P 500 Financials Performance Comparison

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S&P 500 Financials

Peer 1

Peer 2

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Stock Range

Today's Range

Low: $871.23 High: $878.26

on July 2, 2025

52 Week Range

Low: $562.29 High: $878.26

All-Time High: $873.70 on March 3, 2025

Explore how other US stocks compare to their 52-week ranges: View US Market 52-Week Insights

Key Statistics

Market Cap i N/A

EPS i N/A

P/E Ratio (TTM) i 14.23

Forward P/E i 12.91

P/B Ratio i 2.54

PEG Ratio i 2.28

Div. Yield i N/A

ROE i N/A

Beta i N/A

Debt to Equity i N/A

Financial Highlights

Profitability

Gross Margin i 63.58%

Operating Margin i N/A

Profit Margin i 17.94%

Returns and Earnings

Return on Assets (TTM) i N/A

Return on Equity (TTM) i N/A

EBITDA i $24.8B

Net Income (TTM) i $10.0B

Growth

Revenue (TTM) i

Revenue Per Share (TTM) i

Quarterly Revenue Growth i N/A

Quarterly Earnings Growth i N/A

Peer Performance Comparison

Company	1W	1M	3M	6M	YTD	1Y	3Y	5Y
S&P 500 Financials ^SP500-40	2.10%	3.54%	5.85%	9.20%	9.20%	26.93%	64.27%	124.78%
S&P Consumer Staples ^SP500-30	0.24%	-1.65%	0.97%	6.34%	6.34%	9.12%	19.37%	45.95%
S&P Communication ^SP500-50	2.99%	5.27%	15.62%	8.61%	8.61%	15.87%	90.06%	94.12%
S&P Industrials ^SP500-20	1.99%	4.02%	12.22%	12.71%	12.71%	22.08%	68.50%	118.00%
S&P Utilities ^SP500-55	0.43%	0.23%	3.52%	7.33%	7.33%	19.50%	17.30%	41.73%
NYSE Composite ^NYA	1.60%	3.56%	5.89%	7.57%	7.57%	13.50%	40.29%	70.11%

Top 10 Stocks Under Financial Services Sector by Market Cap

Company	Market Cap ↓	1W	1M	3M	6M	YTD	1Y	3Y	5Y
Berkshire Hathaway BRK.B	1.05T Mega-cap	-0.78%	-2.63%	-8.14%	8.54%	8.54%	18.14%	72.98%	165.59%
Berkshire Hathaway BRK.A	1.04T Mega-cap	-0.94%	-2.86%	-8.39%	8.53%	8.53%	17.82%	72.78%	166.08%
JPMorgan Chase JPM	773.34B Mega-cap	3.25%	9.73%	19.19%	21.00%	21.00%	41.56%	153.51%	201.14%
Visa V	679.71B Mega-cap	1.09%	-2.70%	2.63%	13.06%	13.06%	31.32%	74.41%	84.39%
Mastercard MA	492.50B Mega-cap	1.27%	-2.86%	2.94%	8.08%	8.08%	25.02%	73.94%	90.05%
Bank of America BAC	342.70B Mega-cap	3.19%	9.23%	16.05%	8.72%	8.72%	17.10%	48.85%	97.00%
Wells Fargo WFC	257.71B Mega-cap	4.33%	9.06%	14.28%	16.10%	16.10%	34.38%	99.40%	214.57%
Morgan Stanley MS	218.03B Mega-cap	3.80%	9.87%	21.89%	13.05%	13.05%	41.44%	83.58%	182.85%
American Express AXP	209.92B Mega-cap	4.59%	9.21%	19.24%	8.08%	8.08%	35.37%	125.01%	242.14%
Goldman Sachs GS	196.62B Large-cap	6.70%	18.00%	28.81%	22.87%	22.87%	52.29%	138.73%	244.30%

Top 10 Stocks Under Financial Services Sector by Returns

Company	Market Cap	1W	1M	3M	6M	YTD	1Y ▼	3Y	5Y
Sezzle SEZL	5.33B Mid-cap	4.66%	48.93%	361.14%	-38.57%	-38.57%	1,095.80%	121.08%	121.08%
Robinhood Markets HOOD	67.38B Large-cap	12.58%	35.82%	119.00%	134.10%	134.10%	312.83%	940.33%	166.37%
SoFi Technologies SOFI	17.52B Large-cap	11.29%	29.04%	48.11%	24.84%	24.84%	181.45%	194.18%	-2.83%
Upstart Holdings UPST	5.62B Mid-cap	5.07%	42.25%	48.13%	12.07%	12.07%	178.79%	138.76%	46.70%
Lemonade LMND	3.29B Mid-cap	-2.83%	21.82%	38.16%	19.98%	19.98%	168.12%	104.62%	-48.25%
Root ROOT	2.06B Mid-cap	-6.54%	-9.09%	-2.58%	70.61%	70.61%	130.00%	518.21%	-70.34%
Marex Group plc MRX	2.79B Mid-cap	2.08%	-9.01%	9.78%	20.45%	20.45%	104.19%	107.74%	107.74%
Trupanion TRUP	2.42B Mid-cap	-4.16%	15.77%	46.26%	12.24%	12.24%	92.99%	-16.65%	16.85%
Freedom Holding FRHC	8.46B Mid-cap	-2.23%	-11.61%	6.31%	6.52%	6.52%	90.14%	200.14%	654.00%
Palomar Holdings PLMR	4.28B Mid-cap	-7.02%	-15.30%	7.40%	42.55%	42.55%	86.95%	150.81%	70.01%

S&P 500 Financials Recurring Investment / Dollar-Cost Averaging Calculator

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Frequently Asked Questions

How is the S&P 500 Financials currently performing?: As of the last update (July 2, 2025), the S&P 500 Financials closed at $875.76, with a daily change of -0.09%.
What is the 52-week range for the ^SP500-40 index?: Over the past 52 weeks, the S&P 500 Financials has fluctuated between a low of $562.29 (on N/A) and a high of $878.26 (on N/A).
What are the recent historical returns for the ^SP500-40 index?: The S&P 500 Financials has shown the following returns: 1-Week: 2.10%. 1-Month: 3.54%. YTD: 9.20%. 1-Year: 26.93%.
How does the ^SP500-40 compare to other similar indices?: The "Performance Comparison" chart on this page shows how the S&P 500 Financials has performed relative to two peer indices. You can adjust the time period (1M, 3M, 6M, 1Y, 3Y) to analyze different trend comparisons.

For more common questions about our data, please visit our About Data page.

Data is provided for informational purposes only. Devyara does not guarantee the accuracy of the data displayed.