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U.S. Diversified Financial Industry Analysis

UpdatedJan 19, 2026
DataAggregated Company Financials
Companies132
  • 7D-3.6%
  • 3M-2.8%
  • 1Y-1.4%
  • YTD-1.7%

Over the last 7 days, the Diversified Financial industry has dropped 3.6%, driven by Visa declining 6.1%. Over the last year, the industry has been flat overall. As for the next few years, earnings are expected to grow by 11% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 19 Jan 2026US$2.8tUS$695.3bUS$126.9b14.5x21.8x4x
Wed, 17 Dec 2025US$2.8tUS$695.1bUS$126.9b13.6x22.4x4.1x
Fri, 14 Nov 2025US$2.8tUS$696.8bUS$127.6b13.2x22.1x4x
Sun, 12 Oct 2025US$2.8tUS$687.3bUS$120.0b15.7x23.5x4.1x
Tue, 09 Sep 2025US$2.9tUS$686.6bUS$120.8b16.5x24.1x4.2x
Thu, 07 Aug 2025US$2.8tUS$681.4bUS$121.5b17.4x23x4.1x
Sat, 05 Jul 2025US$2.9tUS$680.7bUS$141.3b16.4x20.5x4.3x
Mon, 02 Jun 2025US$2.9tUS$679.2bUS$141.4b14.7x20.6x4.3x
Wed, 30 Apr 2025US$2.9tUS$673.0bUS$152.3b14.2x18.9x4.3x
Fri, 28 Mar 2025US$3.0tUS$672.5bUS$151.8b15.9x19.5x4.4x
Sun, 23 Feb 2025US$2.9tUS$670.1bUS$169.9b14.6x17x4.3x
Tue, 21 Jan 2025US$2.8tUS$667.6bUS$160.1b19.2x17.6x4.2x
Thu, 19 Dec 2024US$2.8tUS$667.5bUS$160.0b17.6x17.6x4.2x
Sat, 16 Nov 2024US$2.8tUS$668.0bUS$160.2b18.8x17.5x4.2x
Mon, 14 Oct 2024US$2.7tUS$660.7bUS$128.0b16.2x20.7x4x
Wed, 11 Sep 2024US$2.6tUS$660.6bUS$127.9b15.2x20.3x3.9x
Fri, 09 Aug 2024US$2.4tUS$660.8bUS$127.2b14.4x18.8x3.6x
Sun, 07 Jul 2024US$2.4tUS$663.3bUS$131.7b13.9x18.3x3.6x
Tue, 04 Jun 2024US$2.4tUS$673.6bUS$131.5b14x18.5x3.6x
Thu, 02 May 2024US$2.4tUS$661.9bUS$149.8b14.4x16x3.6x
Sat, 30 Mar 2024US$2.5tUS$657.0bUS$147.7b16.2x17.1x3.8x
Mon, 26 Feb 2024US$2.5tUS$652.9bUS$110.9b14.9x22.5x3.8x
Wed, 24 Jan 2024US$2.3tUS$648.5bUS$107.0b13.2x21.8x3.6x
Fri, 22 Dec 2023US$2.2tUS$648.7bUS$107.0b14.2x21x3.5x
Sun, 19 Nov 2023US$2.1tUS$647.4bUS$107.7b13.7x19.9x3.3x
Tue, 17 Oct 2023US$2.1tUS$623.6bUS$107.0b12.4x19.6x3.4x
Thu, 14 Sep 2023US$2.2tUS$622.7bUS$106.8b12.6x20.7x3.5x
Sat, 12 Aug 2023US$2.2tUS$620.8bUS$106.0b13.3x20.4x3.5x
Mon, 10 Jul 2023US$2.1tUS$597.9bUS$31.2b11.6x67.4x3.5x
Wed, 07 Jun 2023US$2.0tUS$597.9bUS$31.2b10.8x65.4x3.4x
Fri, 05 May 2023US$2.0tUS$584.8bUS$6.2b10.2x318.8x3.4x
Sun, 02 Apr 2023US$2.0tUS$583.5bUS$7.7b10.2x257.5x3.4x
Tue, 28 Feb 2023US$751.2bUS$381.8bUS$12.6b6.7x59.8x2x
Thu, 26 Jan 2023US$768.3bUS$382.3bUS$17.0b6.2x45.2x2x
Price to Earnings Ratio

45.2x


Total Market Cap: US$768.3bTotal Earnings: US$17.0bTotal Revenue: US$382.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Diversified Financial Industry Price to Earnings3Y Average 33.3x202420252026
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 21.8x which is lower than its 3-year average PE of 33.3x.
  • The industry is trading close to its 3-year average PS ratio of 3.7x.
Past Earnings Growth
  • The earnings for companies in the Diversified Financial industry have grown 96% per year over the last three years.
  • Revenues for these companies have grown 22% 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-0.29%
Financials-1.78%
Diversified Financial-3.56%
Multi-Sector Holdings-0.98%
Other Diversified Financial Services-1.97%
Specialized Finance-2.14%
Transaction and Payment Processing Services-5.79%
Industry PE
  • Investors are most optimistic about the Specialized Finance industry which is trading above its 3-year average PE ratio of 16.4x.
    • Analysts are expecting annual earnings growth of 8.9%, which is higher than its past year's earnings decline of 0.3% 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 of 3.1x.
Forecasted Growth
  • Analysts are most optimistic on the Other Diversified Financial Services industry, expecting annual earnings growth of 29% over the next 5 years.
  • This is better than its past earnings growth rate of 13% per year.
  • In contrast, the Multi-Sector Holdings industry is expected to see its earnings growth to stay flat over the next few years.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
GPN Global PaymentsUS$73.80-7.2%
US$1.8b		-31.9%PE12.6x
PFSI PennyMac Financial ServicesUS$159.469.1%
+US$689.6m		48.2%PE16.6x
UWMC UWM HoldingsUS$6.1013.8%
+US$198.6m		-0.7%PE97x
HASI HA Sustainable Infrastructure CapitalUS$34.473.0%
+US$127.3m		23.5%PE14.2x
JKHY Jack Henry & AssociatesUS$190.320.6%
+US$84.0m		9.9%PE28.7x

Latest News

FIS
US$63.35
Fidelity National Information Services
7D
-5.2%
1Y
-19.6%

New Forecasts: Here's What Analysts Think The Future Holds For Fidelity National Information Services, Inc. (NYSE:FIS)

Jan 16
New Forecasts: Here's What Analysts Think The Future Holds For Fidelity National Information Services, Inc. (NYSE:FIS)
TOST
US$33.52
Toast
7D
-5.5%
1Y
-11.5%
V
US$328.30
Visa
7D
-6.1%
1Y
2.7%
AFRM
US$74.76
Affirm Holdings
7D
-8.6%
1Y
28.9%
PFSI
US$159.46
PennyMac Financial Services
7D
9.1%
1Y
48.2%
GPN
US$73.80
Global Payments
7D
-7.2%
1Y
-31.9%
JKHY
US$190.32
Jack Henry & Associates
7D
0.6%
1Y
9.9%
MA
US$539.49
Mastercard
7D
-6.3%
1Y
2.8%
LDI
US$3.20
loanDepot
7D
10.0%
1Y
79.8%

loanDepot: A 'Buy' With External And Internal Tailwinds (Rating Upgrade)

Jan 12
FISV
US$66.29
Fiserv
7D
-5.1%
1Y
-68.2%
XYZ
US$65.95
Block
7D
-5.2%
1Y
-24.2%

XYZ: Medium Term Margin Expansion And Product Execution Will Drive Renewed Upside Momentum

Analysts have trimmed their average price target for Block by a few dollars into the high US$80s, reflecting slightly softer revenue growth assumptions along with higher expected profit margins and confidence from recent upgrades and new Buy initiations. Analyst Commentary Recent research updates on Block point to a mixed but engaged analyst community, with several firms revisiting their models after earnings, Investor Day and sector wide reviews in payments and fintech.
UWMC
US$6.10
UWM Holdings
7D
13.8%
1Y
-0.7%

UWMC: Credit Resilience And Loan Momentum Will Support Future Upside

Analysts have trimmed their price targets on UWM Holdings, with one cut highlighted from US$6 to US$5, reflecting updated expectations for fair value, profit margins and future P/E assumptions as they weigh loan growth potential against credit risk. Analyst Commentary Recent commentary around UWM Holdings centers on how much upside is left after the latest price target trim and what could still go wrong if credit conditions become more challenging.
BLX
US$45.03
Banco Latinoamericano de Comercio Exterior S. A
7D
3.6%
1Y
16.1%

BLX: Future Earnings Multiple Expansion Will Drive Stronger Share Price Performance

Analysts have raised their price target for Banco Latinoamericano de Comercio Exterior S. A.
BRK.A
US$740,750.00
Berkshire Hathaway
7D
-1.0%
1Y
5.4%
HASI
US$34.47
HA Sustainable Infrastructure Capital
7D
3.0%
1Y
23.5%
BUR
US$9.72
Burford Capital
7D
3.0%
1Y
-25.7%

BUR: Index Inclusion And Interim Dividend Will Support Long-Term Share Gains

Analysts have modestly increased their price target for Burford Capital, citing slightly higher required returns and largely unchanged growth and profitability assumptions that support a refined fair value estimate of approximately $18.90 per share. What's in the News Burford Capital has completed the repurchase of 29,227 shares for approximately £0.38 million under its June 5, 2025 buyback program, representing about 0.01% of shares outstanding (company filing).