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U.S. Diversified Financial Industry Analysis

UpdatedSep 25, 2025
DataAggregated Company Financials
Companies129
  • 7D-1.7%
  • 3M0.5%
  • 1Y11.7%
  • YTD4.5%

Over the last 7 days, the Diversified Financial industry has dropped 1.7%, driven by a pullback from Mastercard of 5.0%. In the past year, the industry has gained 12%. Looking forward, earnings are forecast to grow by 9.7% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 25 Sep 2025US$2.9tUS$689.2bUS$120.6b16.8x23.9x4.2x
Sat, 23 Aug 2025US$2.9tUS$686.4bUS$120.7b16.5x23.9x4.2x
Mon, 21 Jul 2025US$2.8tUS$680.5bUS$141.3b16.6x19.8x4.1x
Wed, 18 Jun 2025US$2.9tUS$681.2bUS$141.4b15.5x20.3x4.2x
Fri, 16 May 2025US$2.9tUS$678.6bUS$141.1b15.3x20.6x4.3x
Sun, 13 Apr 2025US$2.8tUS$672.3bUS$151.9b14.2x18.6x4.2x
Tue, 11 Mar 2025US$2.9tUS$673.3bUS$152.4b14.7x18.9x4.3x
Thu, 06 Feb 2025US$2.9tUS$663.8bUS$160.1b17.9x18.1x4.4x
Sat, 04 Jan 2025US$2.8tUS$667.5bUS$160.1b17.8x17.2x4.1x
Mon, 02 Dec 2024US$2.9tUS$667.7bUS$160.1b18.6x18x4.3x
Wed, 30 Oct 2024US$2.7tUS$662.1bUS$127.5b15.4x21x4x
Fri, 27 Sep 2024US$2.6tUS$660.8bUS$128.0b15.9x20.1x3.9x
Sun, 25 Aug 2024US$2.5tUS$660.5bUS$127.8b16.3x19.8x3.8x
Tue, 23 Jul 2024US$2.5tUS$663.2bUS$131.7b14.7x18.8x3.7x
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
Price to Earnings Ratio

22.6x


Total Market Cap: US$654.6bTotal Earnings: US$28.9bTotal Revenue: US$367.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Diversified Financial Industry Price to Earnings3Y Average 34.8x202320242025
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 23.9x which is lower than its 3-year average PE of 34.8x.
  • The 3-year average PS ratio of 3.5x 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 61% per year over the last three years.
  • Revenues for these companies have grown 23% 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 Market0.26%
Financials-0.58%
Diversified Financial-1.71%
Specialized Finance1.79%
Multi-Sector Holdings0.72%
Other Diversified Financial Services-0.23%
Transaction and Payment Processing Services-3.36%
Industry PE
  • Investors are most optimistic about the Other Diversified Financial Services industry which is trading above its 3-year average PE ratio of 14.8x.
    • Analysts are expecting annual earnings growth of 35.5%, which is higher than its past year's earnings decline of 12.5% 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 35% over the next 5 years.
  • This is better than its past earnings decline of 12% per year.
  • In contrast, the Multi-Sector Holdings industry is expected to see its earnings decline by 5.2% 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$744.60k0.7%
+US$7.5b		9.5%PE17x
CRBG Corebridge FinancialUS$32.803.7%
+US$630.0m		15.6%PS1.1x
BETR Better Home & Finance HoldingUS$67.01137.2%
+US$592.7m		271.0%PS7.8x
XYZ BlockUS$76.491.0%
+US$477.3m		17.2%PE15.8x
GPN Global PaymentsUS$87.112.1%
+US$427.0m		-10.3%PE14.3x

Latest News

FIS
US$64.13
Fidelity National Information Services
7D
-4.5%
1Y
-22.1%
FI
US$130.59
Fiserv
7D
-2.7%
1Y
-26.1%

Global Digital Payments Expansion Will Drive Future Prosperity

Despite near-term concerns over slower organic growth and cautious investor sentiment in the payments sector, analysts remain confident in Fiserv’s long-term compounding potential, resulting in a modest price target increase from $184.16 to $187.64. Analyst Commentary Lowered organic growth and margin guidance continues to weigh on shares, indicating fundamental softness and pressuring near-term valuation.
AFRM
US$81.53
Affirm Holdings
7D
-9.8%
1Y
88.6%

Affirm Holdings, Inc. (NASDAQ:AFRM) Looks Just Right With A 26% Price Jump

Sep 20
Affirm Holdings, Inc. (NASDAQ:AFRM) Looks Just Right With A 26% Price Jump
RDN
US$36.36
Radian Group
7D
4.7%
1Y
5.2%

Strong Housing Demand Will Sustain Private Mortgage Insurance

Despite ongoing challenges in mortgage origination and limited near-term sector catalysts, Radian Group’s balanced business model and strong operating trends have led analysts to raise their price target modestly from $37.00 to $38.67. Analyst Commentary Challenging mortgage origination environment persists, impacting growth outlook.
MA
US$568.81
Mastercard
7D
-5.0%
1Y
16.2%
XYZ
US$76.49
Block
7D
1.0%
1Y
17.2%

Cash App And Square Expansion Will Drive Fintech Amid Risks

Analysts have raised Block's price target to $87.17, citing accelerating payment volumes, improving Cash App and Square performance, and expanded margins, but caution remains due to rising reliance on lending products and concerns over the sustainability of profit growth. Analyst Commentary Bullish analysts point to accelerating gross payment volumes and improving trends at both Cash App (notably Borrow, BNPL, and Cash Card) and Square, resulting in earnings beats and upgraded outlooks.
RKT
US$19.59
Rocket Companies
7D
-7.4%
1Y
1.3%

Redfin And Mr Cooper Deals Will Test Risks And Upsides

Rocket Companies saw a slight increase in its Future P/E ratio, while Net Profit Margin remained stable, resulting in a marginally higher consensus price target of $17.42. Valuation Changes Summary of Valuation Changes for Rocket Companies The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from $17.17 to $17.42.
GPN
US$87.11
Global Payments
7D
2.1%
1Y
-10.3%
CRBG
US$32.80
Corebridge Financial
7D
3.7%
1Y
15.6%
JXN
US$102.24
Jackson Financial
7D
5.6%
1Y
14.0%
V
US$338.68
Visa
7D
-2.2%
1Y
25.6%
CPAY
US$296.23
Corpay
7D
-4.6%
1Y
-2.8%

Expanding Cross-Border Payments Will Redefine Global Digital Commerce

Analysts generally remain positive on Corpay, citing its strategic Alpha Group acquisition, reinforced Q2 guidance, and resilient organic growth as bullish factors, with only modest adjustments to targets mainly due to macro conditions, resulting in the consensus price target holding steady at $383.45. Analyst Commentary Bullish analysts highlight Corpay's acquisition of Alpha Group as a net positive, viewing it as consistent with the company's strategy to expand its cross-border payments capabilities and client base via M&A.
BRK.A
US$744,600.00
Berkshire Hathaway
7D
0.7%
1Y
9.5%
HASI
US$29.63
HA Sustainable Infrastructure Capital
7D
5.4%
1Y
-12.3%
TOST
US$37.53
Toast
7D
-7.7%
1Y
38.5%

Integrated Digital Payments And Automation Will Unlock Future Opportunities

The Analyst Price Target for Toast rose notably from $44.64 to $49.38, primarily reflecting improved net profit margin, despite a slight deceleration in revenue growth forecasts. What's in the News American Express and Toast formed a multi-year strategic partnership to integrate their technologies, aiming to enhance personalized hospitality and guest experiences across their restaurant networks, including Resy, Tock, and Toast locations.
BETR
US$67.01
Better Home & Finance Holding
7D
137.2%
1Y
271.0%