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U.S. Diversified Financial Industry Analysis
UpdatedJan 21, 2025
DataAggregated Company Financials
Companies131
- 7D5.0%
- 3M4.8%
- 1Y23.8%
- YTD2.5%
Over the last 7 days, the Diversified Financial industry has risen 5.0%, driven by gains from Berkshire Hathaway of 5.5%. This means that the industry has gained 24% over the past year. As for the next few years, earnings are forecast to decline by 5.1% per annum.
Industry Valuation and Performance
Has the U.S. Diversified Financial Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 21 Jan 2025 | US$2.8t | US$667.6b | US$160.1b | 19.2x | 17.6x | 4.2x |
| Thu, 19 Dec 2024 | US$2.8t | US$667.5b | US$160.0b | 17.6x | 17.6x | 4.2x |
| Sat, 16 Nov 2024 | US$2.8t | US$668.0b | US$160.2b | 18.8x | 17.5x | 4.2x |
| Mon, 14 Oct 2024 | US$2.7t | US$660.7b | US$128.0b | 16.2x | 20.7x | 4x |
| Wed, 11 Sep 2024 | US$2.6t | US$660.6b | US$127.9b | 15.2x | 20.3x | 3.9x |
| Fri, 09 Aug 2024 | US$2.4t | US$660.8b | US$127.2b | 14.4x | 18.8x | 3.6x |
| Sun, 07 Jul 2024 | US$2.4t | US$663.3b | US$131.7b | 13.9x | 18.3x | 3.6x |
| Tue, 04 Jun 2024 | US$2.4t | US$673.6b | US$131.5b | 14x | 18.5x | 3.6x |
| Thu, 02 May 2024 | US$2.4t | US$661.9b | US$149.8b | 14.4x | 16x | 3.6x |
| Sat, 30 Mar 2024 | US$2.5t | US$657.0b | US$147.7b | 16.2x | 17.1x | 3.8x |
| Mon, 26 Feb 2024 | US$2.5t | US$652.9b | US$110.9b | 14.9x | 22.5x | 3.8x |
| Wed, 24 Jan 2024 | US$2.3t | US$648.5b | US$107.0b | 13.2x | 21.8x | 3.6x |
| Fri, 22 Dec 2023 | US$2.2t | US$648.7b | US$107.0b | 14.2x | 21x | 3.5x |
| Sun, 19 Nov 2023 | US$2.1t | US$647.4b | US$107.7b | 13.7x | 19.9x | 3.3x |
| Tue, 17 Oct 2023 | US$2.1t | US$623.6b | US$107.0b | 12.4x | 19.6x | 3.4x |
| Thu, 14 Sep 2023 | US$2.2t | US$622.7b | US$106.8b | 12.6x | 20.7x | 3.5x |
| Sat, 12 Aug 2023 | US$2.2t | US$620.8b | US$106.0b | 13.3x | 20.4x | 3.5x |
| Mon, 10 Jul 2023 | US$2.1t | US$597.9b | US$31.2b | 11.6x | 67.4x | 3.5x |
| Wed, 07 Jun 2023 | US$2.0t | US$597.9b | US$31.2b | 10.8x | 65.4x | 3.4x |
| Fri, 05 May 2023 | US$2.0t | US$584.8b | US$6.2b | 10.2x | 318.8x | 3.4x |
| Sun, 02 Apr 2023 | US$2.0t | US$583.5b | US$7.7b | 10.2x | 257.5x | 3.4x |
| Tue, 28 Feb 2023 | US$751.2b | US$381.8b | US$12.6b | 6.7x | 59.8x | 2x |
| Thu, 26 Jan 2023 | US$768.3b | US$382.3b | US$17.0b | 6.2x | 45.2x | 2x |
| Sat, 24 Dec 2022 | US$750.9b | US$382.3b | US$17.0b | 5.3x | 44.2x | 2x |
| Mon, 21 Nov 2022 | US$760.6b | US$382.3b | US$17.0b | 6.4x | 44.8x | 2x |
| Wed, 19 Oct 2022 | US$691.8b | US$367.8b | US$28.9b | 6.2x | 23.9x | 1.9x |
| Fri, 16 Sep 2022 | US$669.5b | US$339.8b | US$18.0b | 7.9x | 37.1x | 2x |
| Sun, 14 Aug 2022 | US$726.4b | US$338.7b | US$21.8b | 6.7x | 33.4x | 2.1x |
| Tue, 12 Jul 2022 | US$667.8b | US$329.9b | US$88.5b | 5.8x | 7.5x | 2x |
| Thu, 09 Jun 2022 | US$754.3b | US$329.9b | US$88.0b | 7x | 8.6x | 2.3x |
| Sat, 07 May 2022 | US$763.4b | US$329.6b | US$88.3b | 8.4x | 8.6x | 2.3x |
| Mon, 04 Apr 2022 | US$843.5b | US$319.8b | US$95.6b | 8.4x | 8.8x | 2.6x |
| Wed, 02 Mar 2022 | US$769.5b | US$316.8b | US$95.1b | 5.9x | 8.1x | 2.4x |
| Fri, 28 Jan 2022 | US$758.6b | US$309.8b | US$90.6b | 7.1x | 8.4x | 2.4x |
Price to Earnings Ratio
8.4x
Current Industry PE
- Investors are pessimistic on the American Diversified Financial industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 17.6x which is lower than its 3-year average PE of 33.3x.
- The 3-year average PS ratio of 3.1x is lower than the industry's current PS ratio of 4.2x.
Past Earnings Growth
- The earnings for companies in the Diversified Financial industry have grown 21% per year over the last three years.
- Revenues for these companies have grown 29% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the U.S. Financials industry?
| US Market | 3.13% | |
| Financials | 5.68% | |
| Diversified Financial | 5.01% | |
| Other Diversified Financial Services | 7.38% | |
| Multi-Sector Holdings | 5.46% | |
| Specialized Finance | 4.73% | |
| Transaction and Payment Processing Services | 4.29% | |
Industry PE
- Investors are most optimistic about the Other Diversified Financial Services industry which is trading above its 3-year average PE ratio of 11.6x.
- Analysts are expecting annual earnings growth of 20.8%, which is lower than the prior year's growth of 25.8% per year.
- Investors are most pessimistic about the Multi-Sector Holdings industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average.
Forecasted Growth
- Analysts are most optimistic on the Other Diversified Financial Services industry, expecting annual earnings growth of 21% over the next 5 years.
- This is roughly in line with its past earnings growth rate.
- In contrast, the Multi-Sector Holdings industry is expected to see its earnings decline by 41% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BRK.A Berkshire Hathaway | US$702.76k | 4.0% +US$38.8b | 24.6% | PE9.5x | |
| V Visa | US$319.62 | 3.4% +US$20.6b | 17.8% | PE32.2x | |
| MA Mastercard | US$524.70 | 3.1% +US$14.4b | 19.6% | PE39.1x | |
| PYPL PayPal Holdings | US$91.81 | 5.3% +US$4.6b | 41.7% | PE20.8x | |
| APO Apollo Global Management | US$166.99 | 4.8% +US$4.3b | 75.2% | PE17x |