Financial stocks in ‘the cheap seats’ as top banks widely underperform the sector, says DataTrek

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Financial stocks have landed in the 'the cheap seats' alongside energy, with top banks appearing even cheaper than the financial sector after stress emerged...

Financial stocks have landed in the “the cheap seats” alongside energy, with top banks looking even cheaper than the financial sector as a whole after stress emerged in the banking system in the past couple of weeks, according to DataTrek Research.

Large-cap financial stocks are the second cheapest sector in the S&P 500 index SPX after energy, a DataTrek note emailed Tuesday shows. Energy has a forward price-to-earnings ratio of 9.1x while the financial sector is trading at 11.2x, it shows. The S&P 500’s financial sector has dropped 8.9% in 2023 through Monday, with March’s steep losses in the bank turmoil wiping out the year’s gains, according to FactSet data.

The average forward P/E for the top 12 banks listed by DataTrek is 7.9x, compared with 17.1x for the S&P 500 index, according to the note. The top 12 were also underperforming the S&P 500’s financial sector this year, the note shows, citing an average loss of 13.6% even as Morgan Stanley stood out with a small gain.

“Fundamentals alone do not adequately explain the current turmoil in U.S. bank stocks, which leaves us to conclude that the market is primarily concerned about systemic risk,” Colas said in the note.

 

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