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U.S. Diversified Financial Industry Analysis

UpdatedJun 20, 2024
DataAggregated Company Financials
Companies128
  • 7D0.008%
  • 3M-5.3%
  • 1Y18.6%
  • YTD7.2%

Over the last 7 days, the Diversified Financial industry has remained flat, although notably PayPal Holdings declined by 6.8%. As for the the longer term, the industry is up 19% over the past 12 months. Earnings are forecast to be flat in the coming years.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 20 Jun 2024US$2.4tUS$673.4bUS$131.5b13.5x18.3x3.6x
Sat, 18 May 2024US$2.5tUS$673.6bUS$131.5b14.4x18.8x3.7x
Mon, 15 Apr 2024US$2.3tUS$659.1bUS$147.8b14.3x15.8x3.5x
Wed, 13 Mar 2024US$2.4tUS$631.2bUS$142.6b16.6x16.8x3.8x
Fri, 09 Feb 2024US$2.4tUS$655.7bUS$111.5b13.4x21.7x3.7x
Sun, 07 Jan 2024US$2.3tUS$648.5bUS$107.0b13.7x21.2x3.5x
Tue, 05 Dec 2023US$2.2tUS$648.6bUS$107.0b13.4x20.6x3.4x
Thu, 02 Nov 2023US$2.0tUS$631.1bUS$110.0b13.1x18.4x3.2x
Sat, 30 Sep 2023US$2.1tUS$622.6bUS$106.8b12.2x19.8x3.4x
Mon, 28 Aug 2023US$2.2tUS$621.7bUS$106.8b12.8x20.2x3.5x
Wed, 26 Jul 2023US$2.2tUS$598.1bUS$31.3b12.3x69.5x3.6x
Fri, 23 Jun 2023US$2.1tUS$598.0bUS$31.2b10.8x65.9x3.4x
Sun, 21 May 2023US$2.0tUS$597.6bUS$31.1b10.6x65.6x3.4x
Tue, 18 Apr 2023US$2.0tUS$583.7bUS$7.5b9.6x272.5x3.5x
Thu, 16 Mar 2023US$720.1bUS$386.6b-US$10,252,609,507.005.4x-70.2x1.9x
Sat, 11 Feb 2023US$768.6bUS$386.1bUS$17.2b6.4x44.8x2x
Mon, 09 Jan 2023US$779.2bUS$382.3bUS$17.0b5.7x45.9x2x
Wed, 07 Dec 2022US$754.2bUS$382.3bUS$17.0b6x44.4x2x
Fri, 04 Nov 2022US$715.6bUS$367.1bUS$29.1b6.7x24.6x1.9x
Sun, 02 Oct 2022US$654.6bUS$367.8bUS$28.9b5.9x22.6x1.8x
Tue, 30 Aug 2022US$692.6bUS$340.1bUS$18.1b5.6x38.3x2x
Thu, 28 Jul 2022US$685.1bUS$330.0bUS$88.6b6.3x7.7x2.1x
Sat, 25 Jun 2022US$644.4bUS$329.9bUS$88.0b6.4x7.3x2x
Mon, 23 May 2022US$728.2bUS$329.8bUS$87.8b7.5x8.3x2.2x
Wed, 20 Apr 2022US$834.6bUS$319.8bUS$95.6b7.7x8.7x2.6x
Fri, 18 Mar 2022US$775.9bUS$323.7bUS$93.9b7.4x8.3x2.4x
Sun, 13 Feb 2022US$784.7bUS$308.6bUS$91.8b6.2x8.5x2.5x
Tue, 11 Jan 2022US$787.5bUS$309.8bUS$90.6b7.4x8.7x2.5x
Thu, 09 Dec 2021US$667.6bUS$303.9bUS$88.6b7.3x7.5x2.2x
Sat, 06 Nov 2021US$686.3bUS$289.1bUS$108.3b6.6x6.3x2.4x
Mon, 04 Oct 2021US$654.6bUS$293.2bUS$106.6b5.3x6.1x2.2x
Wed, 01 Sep 2021US$674.7bUS$289.8bUS$104.7b6.1x6.4x2.3x
Thu, 08 Jul 2021US$664.5bUS$289.8bUS$104.7b6x6.3x2.3x
Price to Earnings Ratio

6.3x


Total Market Cap: US$664.5bTotal Earnings: US$104.7bTotal Revenue: US$289.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Diversified Financial Industry Price to Earnings3Y Average 31.1x202220232024
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 18.3x which is lower than its 3-year average PE of 31.1x.
  • The 3-year average PS ratio of 2.7x is lower than the industry's current PS ratio of 3.6x.
Past Earnings Growth
  • The earnings for companies in the Diversified Financial industry have grown 7.9% per year over the last three years.
  • Revenues for these companies have grown 32% 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 Market0.72%
Financials0.48%
Diversified Financial0.0077%
Transaction and Payment Processing Services0.30%
Multi-Sector Holdings-0.11%
Other Diversified Financial Services-0.96%
Specialized Finance-1.98%
Industry PE
  • Investors are most optimistic about the Transaction and Payment Processing Services industry even though it's trading below its 3-year average PE ratio of 71.7x.
    • Analysts expect its future annual earnings growth (13.5%) to be largely in line with prior year's earnings growth.
  • Investors are most pessimistic about the Other Diversified Financial Services industry, which is trading below its 3-year average of 10.1x.
Forecasted Growth
  • Analysts are most optimistic on the Specialized Finance industry, expecting annual earnings growth of 15% over the next 5 years.
  • This is better than its past earnings decline of 17% per year.
  • In contrast, the Multi-Sector Holdings industry is expected to see its earnings decline by 25% 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
MA MastercardUS$450.111.6%
+US$6.6b
19.7%PE35.3x
V VisaUS$273.621.2%
+US$6.6b
20.4%PE30.2x
FI FiservUS$149.491.0%
+US$860.1m
24.5%PE27x
TOST ToastUS$24.046.4%
+US$799.4m
12.9%PS3.2x
JKHY Jack Henry & AssociatesUS$162.211.2%
+US$145.8m
-1.3%PE31.2x
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Latest News

FI

US$149.49

Fiserv

7D

1.0%

1Y

24.5%

SEZL

US$82.85

Sezzle

7D

16.9%

1Y

n/a

EQH

US$40.03

Equitable Holdings

7D

-2.7%

1Y

52.7%

CRBG

US$29.16

Corebridge Financial

7D

0.4%

1Y

77.7%

GPN

US$92.21

Global Payments

7D

-3.4%

1Y

-7.5%

WEX

US$169.40

WEX

7D

-4.5%

1Y

-3.1%

FIS

US$77.05

Fidelity National Information Services

7D

0.1%

1Y

43.7%