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U.S. Diversified Financial Industry Analysis

UpdatedNov 28, 2022
DataAggregated Company Financials
Companies51
  • 7D2.4%
  • 3M10.6%
  • 1Y9.9%
  • YTD4.0%

Over the last 7 days, the Diversified Financial industry has risen 2.4%, driven by gains from Berkshire Hathaway of 2.2%. In the last 12 months, the industry was up 9.9%. Earnings are forecast to grow by 29% annually.

Industry Valuation and Performance

Has the U.S. Diversified Financial Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 28 Nov 2022US$778.9bUS$382.3bUS$17.0b6.3x45.9x2x
Wed, 26 Oct 2022US$710.4bUS$367.8bUS$28.9b6.4x24.5x1.9x
Fri, 23 Sep 2022US$647.5bUS$339.8bUS$18.0b7.8x35.9x1.9x
Sun, 21 Aug 2022US$716.4bUS$338.7bUS$21.7b6.5x33.1x2.1x
Tue, 19 Jul 2022US$667.8bUS$329.9bUS$88.5b5.7x7.5x2x
Thu, 16 Jun 2022US$669.5bUS$329.9bUS$88.0b6.3x7.6x2x
Sat, 14 May 2022US$741.1bUS$330.2bUS$89.3b6.9x8.3x2.2x
Mon, 11 Apr 2022US$843.1bUS$319.8bUS$95.6b7.9x8.8x2.6x
Wed, 09 Mar 2022US$743.4bUS$312.0bUS$93.9b4.4x7.9x2.4x
Fri, 04 Feb 2022US$777.6bUS$309.8bUS$90.6b6.9x8.6x2.5x
Sun, 02 Jan 2022US$702.6bUS$303.9bUS$88.6b6.9x7.9x2.3x
Tue, 30 Nov 2021US$663.0bUS$303.9bUS$88.6b7.2x7.5x2.2x
Thu, 28 Oct 2021US$684.6bUS$293.2bUS$106.6b6.1x6.4x2.3x
Sat, 25 Sep 2021US$659.1bUS$293.2bUS$106.6b5.3x6.2x2.2x
Mon, 23 Aug 2021US$671.3bUS$289.8bUS$104.7b6.1x6.4x2.3x
Sat, 10 Jul 2021US$664.5bUS$289.8bUS$104.7b6x6.3x2.3x
Fri, 02 Apr 2021US$618.4bUS$270.7bUS$98.5b8.1x6.3x2.3x
Mon, 04 Jan 2021US$570.6bUS$273.4bUS$43.4b10.3x13.1x2.1x
Thu, 08 Oct 2020US$530.2bUS$276.2bUS$36.7b5.7x14.5x1.9x
Wed, 01 Jul 2020US$455.2bUS$277.5bUS$23.6b4.5x19.3x1.6x
Sat, 04 Apr 2020US$460.6bUS$288.5bUS$15.6b4.8x29.5x1.6x
Tue, 07 Jan 2020US$581.6bUS$279.4bUS$80.4b5.9x7.2x2.1x
Price to Earnings Ratio

20.1x


Total Market Cap: US$565.9bTotal Earnings: US$28.2bTotal Revenue: US$278.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Diversified Financial Industry Price to Earnings3Y Average 14.4x202020212022
Current Industry PE
  • Investors are optimistic on the American Diversified Financial industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 45.9x which is higher than its 3-year average PE of 14.4x.
  • The industry is trading close to its 3-year average PS ratio of 2.1x.
Past Earnings Growth
  • The earnings for companies in the Diversified Financial industry have declined 16% per year over the last three years.
  • Meanwhile revenues for these companies have grown 11% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the U.S. Financials industry?

US Market1.26%
Financials1.95%
Diversified Financial2.44%
Other Diversified Financial Services4.71%
Specialized Finance3.75%
Multi-Sector Holdings2.20%
Industry PE
  • Investors are most optimistic about the Specialized Finance industry even though it's trading below its 3-year average PE ratio of 19.6x.
    • Analysts are expecting annual earnings growth of 7.7%, which is higher than its past year's earnings decline of 18.3% per year.
Forecasted Growth
  • Analysts are most optimistic on the Multi-Sector Holdings industry, expecting annual earnings growth of 31% over the next 5 years.
  • This is better than its past earnings decline of 99% per year.
  • In contrast, the Other Diversified Financial Services industry is expected to see its earnings decline by 22% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
BRK.A Berkshire HathawayUS$478.68k2.2%
+US$15.2b
11.9%PS2.4x
APO Apollo Global ManagementUS$66.467.3%
+US$2.6b
-7.4%PS5.3x
CRBG Corebridge FinancialUS$22.392.1%
+US$296.7m
n/aPE1.2x
EQH Equitable HoldingsUS$31.211.8%
+US$207.2m
-3.8%PE4.2x
VOYA Voya FinancialUS$65.132.3%
+US$144.8m
4.9%PE9.3x
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