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2018 Market Analysis & Industry Outlook: Finance & Insurance


Overview: the U.S. Finance & Insurance Industry

This section provides answers to key questions about the industry:

  1. What is the total market size (industry revenue)?
  2. What is the industry outlook?
  3. Market Analysis: Is the market growing or declining, and how quickly?
  4. Are long-term forecasts positive or negative?
  5. What is the average company size in the industry?
  6. How many companies are in the industry?


Market Size & Industry Statistics

The total U.S. industry market size for Finance & Insurance: Industry statistics cover all companies in the United States, both public and private, ranging in size from small businesses to market leaders. In addition to revenue, the industry market analysis shows information on employees, companies, and average firm size.

Investors, banks, and business executives use growth rates and industry trends to understand the market outlook and opportunity.

market size 2018
Charts and graphs can be copied to Microsoft Word and Powerpoint presentations.

Statistics 2012        2013        2014        2015        2016        2017
Market Size
(Total Sales/Revenue)


Order at top of page
Total Firms
Total Employees
Average Revenue Per Firm
Average Employees Per Firm
Statistics Source: U.S. Census, AnythingResearch Market Analysis



Market Forecast

Market forecasts show the long term industry outlook and future growth trends. The following five-year demand forecast projects both short-term and long-term trends.



market forecast

Forecast / Industry Outlook 2017 2018 2019 2020 2021 2022
Market Forecast ($ millions)
Projected Industry Growth Rate (%)
Source: AnythingResearch Economic Analysis

Product & Services Breakdown

Research products and services in the Finance & Insurance industry generating sales. Note that products are broken into categories with different levels of classification.

Product DescriptionNumber of Companies Sales ($ millions) Percent of Total Sales

Industry Total

Loan Services - Income

Credit Card Services - Income

Factoring Services - Fees

Leasing Services - Income

Installment Credit Services - Income

Other Credit Financing Services - Income

Securities Origination Services

Brokering And Dealing Services For Debt Instruments

Brokering And Dealing Services For Equities

Brokering And Dealing Services For Derivative Contracts

Brokering And Dealing Services For Foreign Currency, Wholesale

Brokering And Dealing Services For Investment Company Securities, Including Mutual Funds, Closed-End Funds, And Unit Investment

Brokering And Dealing Services For Other Financial Instruments

Brokerage Correspondent Services

Financing Related To Securities

Trading Debt Instruments On Own Account - Net Gains (Losses)

Trading Equities On Own Account - Net Gains (Losses)

Trading Derivative Contracts On Own Account - Net Gains (Losses)

Trading Other Securities And Commodity Contracts On Own Account - Net Gains (Losses)

Deposit Account Service Packages, Except Business

Separately-Priced Deposit Account Services, Except Business

Cash Handling And Management Services For Business

Document Payment Services

Foreign Currency Exchange Services - Fees

Trust Services - Fiduciary Fees

Support Services For Financial And Commodity Markets

Automated Clearinghouse (Ach) Services - Fees

Financial Planning And Investment Management Services

Other Products Supporting Financial Services - Fees

Underwriting Services For Life Insurance - Net Premiums Earned

Underwriting Services For Pensions And Annuities - Fees

Underwriting Services For Health And Accident Insurance - Net Premiums Earned

Underwriting Services For Surety Bonds And Related Products - Net Premiums Earned

Underwriting Services For Vehicle Property And Liability Insurance Policies - Net Premiums Earned

Underwriting Services For Property And Liability Insurance Policies, Except Vehicle - Net Premiums Earned

Underwriting Services For Product Liability Insurance Policies - Net Premiums Earned

Underwriting Services For Other General Liability Insurance Policies, Not Elsewhere Specified - Net Premiums Earned

Underwriting Services For Travelers' Insurance Policies - Net Premiums Earned

Underwriting Services For Title Insurance Policies - Net Premiums Earned

Underwriting Services For Other Direct Insurance Policies - Net Premiums Earned

Reinsurance Services For Life And Health Insurance And Annuities - Premiums Assumed

Reinsurance Services For Property And Casualty Insurance - Premiums Assumed

Reinsurance Services, Not Elsewhere Specified - Premiums Assumed

Insurance Brokerage And Agency Services - Commissions

Claims Adjustment Services

Consulting Services For Insurance

Insurance Support Services - Third Party Administration

Title Search, Title Reconveyance, And Title Abstract Service Fees

Regulation Of Securities Markets

Other Services



U.S. Geographic Distribution: Revenue Statistics by State

Market Size by State ($ millions) indicates how the industry's competition is distributed throughout the country. State-level information can identify areas with higher and lower industry market share than average.

U.S. map by state

Income Statement (Average Financial Metrics)

Financial metrics provide a snapshot view of a benchmark "average" company. Key business metrics show revenue and operating costs. The data collected covers both public and private companies.

Industry AveragePercent of Sales
(Industry Benchmark)
Total Revenue

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Operating Revenue
Cost of Goods Sold
Gross Profit

Operating Expenses
Pension, profit sharing plans, stock, annuity
Repairs
Rent paid on business property
Charitable Contributions
Depletion
Domestic production activities deduction
Advertising
Compensation of officers
Salaries and wages
Employee benefit programs
Taxes and Licenses
Bad Debts
Depreciation
Amortization
Other Operating Expenses
Total Operating Expenses
Operating Income
Non-Operating Income
EBIT (Earnings Before Interest and Taxes)
Interest Expense
Earnings Before Taxes
Income Tax
Net Profit
 
Source: AnythingResearch Analysis of U.S. federal statistics




Financial Ratio Analysis

Financial ratio information can be used to benchmark how a Finance & Insurance company compares to its peers. Accounting statistics are calculated from the industry-average for income statements and balance sheets.

Profitability & Valuation RatiosIndustry Average
Company valuation can be measured based on the firm's own performance, as well as in comparison against its industry competitors. These metrics show how the average company in the Finance & Insurance industry is performing.
Profit Margin
Gross Profit Margin, Operating Profit Margin, and Net Profit Margin. Show company earnings relative to revenues.
Return on Equity (ROE)
Return on Equity (ROE) is net income as a percentage of shareholders' equity. Shareholders' Equity is defined as the company's total assets minus total liabilities. ROE shows how much profits a company generates with the money shareholders invested (or with retained earnings).
Return on Assets (ROA)
Return on Assets (ROA) is net income relative to total assets. The market research on Finance & Insurance measures how efficiently the company leverages its assets to generate profit. ROA is calculated as Net Income divided by Total Assets.


Liquidity RatiosIndustry Average
Bankers and suppliers use liquidity to determine creditworthiness and identify potential threats to a company's financial viability.
Current Ratio
Measures a firm's ability to pay its debts over the next 12 months.
Quick Ratio (Acid Test)
Calculates liquid assets relative to liabilities, excluding inventories.


Efficiency Ratios - Key Performance IndicatorsIndustry Average
Measure how quickly products and services sell, and effectively collections policies are implemented.
Receivables Turnover Ratio
If this number is low in your business when compared to the industry average in the research report, it may mean your payment terms are too lenient or that you are not doing a good enough job on collections.
Average Collection Period
Based on the Receivables Turnover, this estimates the collection period in days. Calculated as 365 divided by the Receivables Turnover
Inventory Turnover
A low turnover rate may point to overstocking, obsolescence, or deficiencies in the product line or marketing effort.
Fixed-Asset Turnover
Generally, higher is better, since it indicates the business has less money tied up in fixed assets for each dollar of sales revenue.



Compensation & Salary Surveys for Employees

Compensation statistics provides an accurate assessment of industry-specific jobs and national salary averages. This information can be used to identify which positions are most common, and high, low, and average annual wages.

TitlePercent of WorkforceBottom Quartile Average (Median) SalaryUpper Quartile
Management Occupations 12%

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Chief Executives1%
General and Operations Managers3%
Operations Specialties Managers 7%
Business and Financial Operations Occupations 31%
Business Operations Specialists 11%
Claims Adjusters, Appraisers, Examiners, and Investigators 9%
Claims Adjusters, Examiners, and Investigators 9%
Human Resources Workers 10%
Human Resources Specialists 10%
Management Analysts 6%
Management Analysts 6%
Compensation, Benefits, and Job Analysis Specialists 6%
Compensation, Benefits, and Job Analysis Specialists 6%
Financial Specialists 20%
Accountants and Auditors 6%
Accountants and Auditors 6%
Financial Analysts and Advisors 23%
Financial Analysts 8%
Personal Financial Advisors 15%
Insurance Underwriters 5%
Credit Counselors and Loan Officers 10%
Loan Officers 10%
Computer and Mathematical Occupations 23%
Computer Occupations 20%
Protective Service Occupations 7%
Other Protective Service Workers 6%
Security Guards and Gaming Surveillance Officers 6%
Security Guards 6%
Sales and Related Occupations 9%
Sales Representatives, Services 6%
Insurance Sales Agents 17%
Insurance Sales Agents 17%
Securities, Commodities, and Financial Services Sales Agents 5%
Securities, Commodities, and Financial Services Sales Agents 5%
Office and Administrative Support Occupations 56%
Supervisors of Office and Administrative Support Workers 6%
First-Line Supervisors of Office and Administrative Support Workers 6%
First-Line Supervisors of Office and Administrative Support Workers 6%
Financial Clerks 5%
Bill and Account Collectors 6%
Bill and Account Collectors 6%
Tellers 20%
Tellers 20%
Information and Record Clerks 19%
Brokerage Clerks 5%
Brokerage Clerks 5%
Customer Service Representatives 9%
Customer Service Representatives 9%
Loan Interviewers and Clerks 6%
Loan Interviewers and Clerks 6%
Secretaries and Administrative Assistants 8%
Secretaries and Administrative Assistants 8%
Secretaries and Administrative Assistants, Except Legal, Medical, and Executive 6%
Other Office and Administrative Support Workers 6%
Insurance Claims and Policy Processing Clerks 10%
Insurance Claims and Policy Processing Clerks 10%
Office Clerks, General 5%
Office Clerks, General 5%
Source: Bureau of Labor Statistics


Finance & Insurance Industry Market Share [PREMIUM]

Largest companies in the industry and related industries, with private company revenue estimates.

CompanyAddressRevenue Estimate









Innovation News

  • Mercedes-Benz Financial Services Usa raises $1,000 million in funding. - 03/05/2018
  • Trilantic Capital Partners VI North America raises $2,000 million in funding. - 03/05/2018
  • Nationwide Private Placement Variable Account - E trademarks "MORE THAN A BUSINESS" - Charitable services - 03/03/2018
  • Thrivent Financial For Lutherans trademarks "MAS QUE ASUNTOS DE DINERO" - Educational services - 03/03/2018
  • Zenith Insurance trademarks "CALAG" - Insurance services - 03/03/2018
  • Persante Health Care patents System And Method For A Semantically-driven Smart Data Cache - 03/01/2018
  • FMR patents Efficient Resource Management Using Mobile Devices And Wearable Devices - 03/01/2018
  • Allstate Indemnity patents Electrical Data Processing System For Determining A Navigation Route Based On The Location Of A Vehicle And Generating A Recommendation For A Vehicle Maneuver - 03/01/2018
  • Cottonwood Capital Management raises $127 million in funding. - 02/28/2018




  • Top Innovators

    CompanyInnovation Score
    Mastercard International2249
    American International Group2005
    American Express Travel Related Services1436
    FMR1040
    Chicago Mercantile Exchange494

    Additional companies, details and innovation scoring in the full report.

    Latest Industry News

    • Budget 2018 Must Raise HRA Limit, Reduce GST On Insurance Products - The GST rate should be brought down. In the absence of a comprehensive social security mechanism like in the US, insurance provides the first layer of financial security. So, the Union Budget should exempt insurance products like term insurance totally ... (01/13/2018)
    • What your agent won’t tell you: Insurance ? investment - Typically towards the close of the financial year, throngs of people looking to make tax-saving investments rush headlong into buying insurance products that they know little or nothing about. And since they feel ill-equipped to study the universe of ... (01/13/2018)
    • Invest in These 4 Insurance Stocks Ahead of Q4 Earnings - The Finance sector has kick-started its earnings on Jan 12 ... quarter’s performance as the third quarter was impacted by soft performance from the insurance industry due to a series of hurricanes that was devastating. A Silver Lining in the Cloud ... (01/12/2018)
    • Exploring the travel insurance market - Travel insurance protects the financial investment in a trip, including lost baggage and trip cancellation. - Agency -. Travelers may be more likely to avoid travel when sick if they know their financial investment in the trip is protected. For Custom ... (01/12/2018)
    • World Finance Global Insurance Awards 2017 - LONDON, Jan. 12, 2018 (GLOBE NEWSWIRE) -- The insurance industry is in a state of flux. For one, it's adapting to a new era of risk, in which a cyber attack could be as economically damaging as a hurricane. On top of this, the modern tools of big data ... (01/12/2018)
    • Finance, Insurance Marketing Firms Fined For Spamming - Law360, London (January 11, 2018, 5:01 PM GMT) -- The U.K.'s data watchdog fined four financial services and insurance claims firms a total of £600,000 ($812,600) on Thursday after hundreds of complaints of harassment from the public prompted it to ... (01/12/2018)
    • IA Financial introduces individual insurance online claims service - Industrial Alliance Insurance and Financial Services Inc. (IA Financial) has launched a a new individual insurance online claims service, the Quebec City-based firm announced on Thursday. The digital solution is designed to allow users to file life ... (01/11/2018)
    • THE INSURTECH REPORT: How financial technology firms are helping — and disrupting — the nearly $5 trillion insurance industry - The global insurance industry is worth nearly $5 trillion, and insurance companies are at risk of losing a share of this valuable market to new entrants. That's because these legacy players have been even slower to modernize than their counterparts in ... (01/11/2018)
    • This Morning's Technical Outlook on Insurance Stocks -- Brighthouse Financial, Principal Financial, Prudential Financial, and China Life Insurance - Pre-market today, WallStEquities.com reviews these four Life Insurance stocks: Brighthouse Financial Inc. (NASDAQ: BHF), Principal Financial Group Inc. (NYSE: PFG), Prudential Financial Inc. (NYSE: PRU), and China Life Insurance Co. Ltd (NYSE: LFC). (01/10/2018)
    • New York Department of Financial Services Proposes Fiduciary Regulation - On December 27, 2017, the New York Department of Financial Services (NYDFS) proposed new consumer protections in life insurance sales that would adopt a “best interest” standard for sellers of life insurance and annuity products. In its current form ... (01/10/2018)


    Government Contracts

    In 2016, the federal government spent a total of $3,713,175,134 on Finance & Insurance. It has awarded 5,940 contracts to 629 companies, with an average value of $5,903,299 per company.   

    Top government vendors:

    CompanyFederal ContractsTotal Award Amount





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