Sector perspective
Banks, insurers, exchanges and asset managers earn income through different balance-sheet and fee models. Conventional industrial cash-flow ratios may not be economically comparable.
Net interest income, credit provisions, fee income, underwriting results and capital adequacy.
Credit losses, deposit pricing, reserve assumptions, market liquidity and regulatory capital.
Company selection is editorial, not GICS. These annual snapshots have different fiscal year ends and are not a sector index. Each data note shows the full eligible sample and source filings.
Finance Services
BACNational Commercial Banks
BLKSecurity Brokers, Dealers & Flotation Companies
BRK-BFire, Marine & Casualty Insurance
BXInvestment Advice
CNational Commercial Banks
CBFire, Marine & Casualty Insurance
CMESecurity & Commodity Brokers, Dealers, Exchanges & Services
COFNational Commercial Banks
GSSecurity Brokers, Dealers & Flotation Companies
HSBCSavings Institution, Federally Chartered
IBKRSecurity Brokers, Dealers & Flotation Companies
JPMNational Commercial Banks
PGRFire, Marine & Casualty Insurance
SCHWSecurity Brokers, Dealers & Flotation Companies
Across 9 eligible financials companies, the equal-weight median capital expenditure as a share of revenue was 3.16% for the prior selected annual periods.
Across 9 eligible financials companies, the equal-weight median capital expenditure as a share of revenue was 2.29% for the latest selected annual periods.
Across 13 eligible financials companies, the equal-weight median operating cash-flow margin was 24.29% for the prior selected annual periods.
Across 13 eligible financials companies, the equal-weight median operating cash-flow margin was 21.57% for the latest selected annual periods.
Across 15 eligible financials companies, the equal-weight median equity as a share of assets was 11.15% for the prior selected annual periods.
Across 15 eligible financials companies, the equal-weight median equity as a share of assets was 11.16% for the latest selected annual periods.
Across 15 eligible financials companies, the equal-weight median liabilities as a share of assets was 88.85% for the prior selected annual periods.
Across 15 eligible financials companies, the equal-weight median liabilities as a share of assets was 88.84% for the latest selected annual periods.
Across 13 eligible financials companies, the equal-weight median net margin was 30.31% for the prior selected annual periods.
Across 13 eligible financials companies, the equal-weight median net margin was 26.98% for the latest selected annual periods.
Across 2 eligible financials companies, the equal-weight median operating margin was 50.62% for the prior selected annual periods.
Across 2 eligible financials companies, the equal-weight median operating margin was 46.98% for the latest selected annual periods.
Across 12 eligible financials companies, the equal-weight median revenue growth was 7.33% for the prior selected annual periods.
Across 13 eligible financials companies, the equal-weight median revenue growth was 6.84% for the latest selected annual periods.
A two-period review of AXP revenue, profitability and cash conversion; reported revenue growth was 6.39%.
Annual revenue of USD 41.304 billion and net income of USD 10.833 billion for the period ended 2025-12-31.
A two-period review of BAC revenue, profitability and cash conversion; reported revenue growth was 6.84%.
Annual revenue of USD 113.097 billion and net income of USD 30.509 billion for the period ended 2025-12-31.
Annual revenue of USD 24.216 billion and net income of USD 5.553 billion for the period ended 2025-12-31.
A two-period review of BRK-B revenue, profitability and cash conversion; reported revenue growth was -0.99%.