Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Diversified Financial Industry Analysis

UpdatedMay 11, 2026
DataAggregated Company Financials
Companies134
  • 7D-0.6%
  • 3M-3.9%
  • 1Y-10.3%
  • YTD-7.6%

The Diversified Financial industry has stayed flat over the last week. As for the longer term, the industry has declined 10% in the last year. As for the next few years, earnings are expected to grow by 8.0% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 11 May 2026US$2.6tUS$719.4bUS$131.0b17x19.7x3.6x
Wed, 08 Apr 2026US$2.5tUS$711.2bUS$123.6b16x20.5x3.6x
Fri, 06 Mar 2026US$2.7tUS$707.8bUS$122.9b18.6x21.6x3.8x
Sun, 01 Feb 2026US$2.7tUS$700.5bUS$128.4b15.3x20.9x3.8x
Tue, 30 Dec 2025US$2.9tUS$694.9bUS$126.9b13.8x22.5x4.1x
Thu, 27 Nov 2025US$2.8tUS$696.9bUS$127.2b13.6x21.9x4x
Sat, 25 Oct 2025US$2.9tUS$686.5bUS$120.0b16.6x23.9x4.2x
Mon, 22 Sep 2025US$2.9tUS$689.2bUS$120.6b16.8x24.2x4.2x
Wed, 20 Aug 2025US$2.9tUS$686.3bUS$120.7b16x23.7x4.2x
Fri, 18 Jul 2025US$2.8tUS$680.6bUS$141.3b16.5x20x4.1x
Sun, 15 Jun 2025US$2.8tUS$681.0bUS$141.4b15.5x20.1x4.2x
Tue, 13 May 2025US$2.9tUS$678.5bUS$141.1b15.5x20.4x4.2x
Thu, 10 Apr 2025US$2.6tUS$672.3bUS$151.9b15x17.4x3.9x
Sat, 08 Mar 2025US$2.9tUS$673.5bUS$152.4b16.2x18.9x4.3x
Mon, 03 Feb 2025US$2.9tUS$664.6bUS$161.1b17.4x17.8x4.3x
Wed, 01 Jan 2025US$2.8tUS$667.5bUS$160.1b16.9x17.3x4.1x
Fri, 29 Nov 2024US$2.9tUS$667.6bUS$160.1b18.5x18x4.3x
Sun, 27 Oct 2024US$2.7tUS$661.7bUS$127.6b15.3x20.8x4x
Tue, 24 Sep 2024US$2.6tUS$660.8bUS$128.0b16.1x20.5x4x
Thu, 22 Aug 2024US$2.5tUS$660.5bUS$127.8b16x19.7x3.8x
Sat, 20 Jul 2024US$2.5tUS$663.2bUS$131.7b14.5x19x3.8x
Mon, 17 Jun 2024US$2.4tUS$673.5bUS$131.5b13.6x18.2x3.5x
Wed, 15 May 2024US$2.5tUS$673.6bUS$131.5b13.9x18.7x3.7x
Fri, 12 Apr 2024US$2.4tUS$659.1bUS$147.8b14.4x16x3.6x
Sun, 10 Mar 2024US$2.5tUS$663.1bUS$147.4b14.9x16.6x3.7x
Tue, 06 Feb 2024US$2.4tUS$648.8bUS$107.9b17x22.1x3.7x
Thu, 04 Jan 2024US$2.3tUS$648.4bUS$107.0b13.6x21.1x3.5x
Sat, 02 Dec 2023US$2.2tUS$648.6bUS$107.0b13.6x20.6x3.4x
Mon, 30 Oct 2023US$2.0tUS$629.7bUS$109.4b13.4x18x3.1x
Wed, 27 Sep 2023US$2.1tUS$622.7bUS$106.8b12.1x19.7x3.4x
Fri, 25 Aug 2023US$2.1tUS$621.7bUS$106.8b12.9x20x3.4x
Sun, 23 Jul 2023US$2.2tUS$598.0bUS$31.3b12.3x69.2x3.6x
Tue, 20 Jun 2023US$2.1tUS$598.0bUS$31.2b10.7x66x3.4x
Thu, 18 May 2023US$2.0tUS$597.6bUS$31.1b10.7x65.3x3.4x
Price to Earnings Ratio

65.3x


Total Market Cap: US$2.0tTotal Earnings: US$31.1bTotal Revenue: US$597.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Diversified Financial Industry Price to Earnings3Y Average 23.8x202420252026
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 19.7x which is lower than its 3-year average PE of 23.8x.
  • The industry is trading close to its 3-year average PS ratio of 3.8x.
Past Earnings Growth
  • The earnings for companies in the Diversified Financial industry have grown 61% per year over the last three years.
  • Revenues for these companies have grown 6.4% 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 Market2.25%
Financials-0.80%
Diversified Financial-0.58%
Other Diversified Financial Services1.24%
Multi-Sector Holdings1.04%
Specialized Finance-1.54%
Transaction and Payment Processing Services-2.26%
Industry PE
  • Investors are most optimistic about the Other Diversified Financial Services industry which is trading above its 3-year average PE ratio of 21.0x.
    • Analysts are expecting annual earnings growth of 29.2%, which is higher than its past year's earnings growth of 9.7% per year.
Forecasted Growth
  • Analysts are most optimistic on the Specialized Finance industry, expecting annual earnings growth of 38% over the next 5 years.
  • This is better than its past earnings growth rate of 8.6% per year.
  • In contrast, the Multi-Sector Holdings industry is expected to see its earnings decline by 2.2% 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$717.39k2.1%
+US$21.0b		-7.1%PE14.2x
RKT Rocket CompaniesUS$15.6912.0%
+US$4.8b		34.4%PE185.7x
APO Apollo Global ManagementUS$133.203.1%
+US$2.3b		-7.1%PE66.5x
CPAY CorpayUS$343.9910.7%
+US$1.9b		-1.6%PE19.2x
XYZ BlockUS$74.854.1%
+US$1.7b		36.0%PE55.2x

Latest News

V
US$318.79
Visa
7D
-2.5%
1Y
-10.4%
APO
US$133.20
Apollo Global Management
7D
3.1%
1Y
-7.1%
RKT
US$15.69
Rocket Companies
7D
12.0%
1Y
34.4%
TOST
US$25.05
Toast
7D
-14.8%
1Y
-41.6%
CPAY
US$343.99
Corpay
7D
10.7%
1Y
-1.6%
FLYW
US$17.23
Flywire
7D
21.2%
1Y
52.6%
FIS
US$43.49
Fidelity National Information Services
7D
-8.0%
1Y
-44.9%
SEZL
US$96.34
Sezzle
7D
12.1%
1Y
11.4%
XYZ
US$74.85
Block
7D
4.1%
1Y
36.0%
Seeking Alpha • May 09

Block: Buy This Under-Appreciated Fintech Leader

Summary Block is a fintech leader demonstrating accelerating growth and operational efficiency, with Q1 gross profit up 27% YoY and adjusted EPS up 52%. 2026 guidance was raised: gross profit growth to 19%, adjusted operating margin to 27%, and adjusted EPS growth to 62%, all signaling robust forward momentum. Cash App is the primary growth engine, outpacing Square, with new partnerships like Uber expected to drive further user engagement and revenue. Despite a premium valuation versus the financial sector, Block's forward P/E below 20 and discounted PEG ratio present a compelling buy opportunity amid resilient fundamentals. Read the full article on Seeking Alpha
CHYM
US$18.43
Chime Financial
7D
-16.6%
1Y
n/a
Seeking Alpha • May 09

Chime Q1 Results: Growth Projections Disappoint, Downgrade To Sell

Summary Chime Financial (CHYM) remains volatile, recently dropping 17% despite stable Q1 2026 headline metrics. Q1 2026 results matched Q4: revenue up 25%, active members up 19%, ARPAM up 5%. CHYM exceeded the high end of revenue guidance and achieved its first GAAP-profitable quarter as a public company, but the stock is down since then. I downgrade to Sell, as fundamentals remain steady but stock trajectory diverges from business performance. Read the full article on Seeking Alpha
PYPL
US$45.37
PayPal Holdings
7D
-10.0%
1Y
-37.3%
FISV
US$55.48
Fiserv
7D
-11.7%
1Y
-70.3%
EQH
US$42.60
Equitable Holdings
7D
2.7%
1Y
-21.0%
BRK.A
US$717,386.81
Berkshire Hathaway
7D
2.1%
1Y
-7.1%
Seeking Alpha • May 06

Berkshire Hathaway: Don't Worry Critics, Greg Abel Has The Right Kind Of Investment Experience

Summary Berkshire Hathaway faces skepticism about Greg Abel's investment skills compared to Warren Buffett's historic track record. Buffett acknowledges Berkshire's large size will make it difficult to outperform the S&P 500 going forward due to the large scale needed to move the needle. Greg Abel's investment skills derive in part from mentorship by Buffett but also from the ability to understand businesses that are the main target in large acquisitions. Read the full article on Seeking Alpha
MA
US$495.48
Mastercard
7D
-1.8%
1Y
-14.3%
PAYP
US$19.61
PayPay
7D
-7.4%
1Y
n/a