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U.S. Diversified Financial Industry Analysis

UpdatedSep 24, 2023
DataAggregated Company Financials
Companies145
  • 7D-3.1%
  • 3M4.2%
  • 1Y24.2%
  • YTD12.4%

Over the last 7 days, the Diversified Financial industry has dropped 3.1%, driven by Berkshire Hathaway declining 2.4%. In the past year, the industry has gained 24%. Earnings are forecast to grow by 20% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 24 Sep 2023US$2.1tUS$622.1bUS$106.8b12.5x19.9x3.4x
Tue, 22 Aug 2023US$2.1tUS$621.6bUS$106.8b12.9x19.9x3.4x
Thu, 20 Jul 2023US$2.2tUS$598.0bUS$31.2b12.2x69.2x3.6x
Sat, 17 Jun 2023US$2.1tUS$598.0bUS$31.2b10.7x66x3.4x
Mon, 15 May 2023US$2.0tUS$596.9bUS$30.0b10.6x66.9x3.4x
Wed, 12 Apr 2023US$2.0tUS$583.6bUS$7.5b9.3x265.8x3.4x
Fri, 10 Mar 2023US$746.4bUS$386.6b-US$10,243,849,507.006.1x-72.9x1.9x
Sun, 05 Feb 2023US$765.4bUS$382.3bUS$17.0b6.7x45.1x2x
Tue, 03 Jan 2023US$757.0bUS$382.3bUS$17.0b5.4x44.6x2x
Thu, 01 Dec 2022US$783.2bUS$382.3bUS$17.0b6.1x46.1x2x
Sat, 29 Oct 2022US$735.5bUS$367.8bUS$28.9b6.7x25.4x2x
Mon, 26 Sep 2022US$657.3bUS$367.8bUS$28.9b6.1x22.7x1.8x
Wed, 24 Aug 2022US$698.7bUS$338.7bUS$21.7b6.3x32.3x2.1x
Fri, 22 Jul 2022US$689.2bUS$329.9bUS$88.5b5.9x7.8x2.1x
Sun, 19 Jun 2022US$644.1bUS$329.9bUS$88.0b6.1x7.3x2x
Tue, 17 May 2022US$741.1bUS$330.2bUS$89.3b6.8x8.3x2.2x
Thu, 14 Apr 2022US$828.6bUS$319.8bUS$95.6b7.7x8.7x2.6x
Sat, 12 Mar 2022US$754.6bUS$323.7bUS$93.9b5.9x8x2.3x
Mon, 07 Feb 2022US$779.5bUS$309.8bUS$90.6b7x8.6x2.5x
Wed, 05 Jan 2022US$725.7bUS$303.9bUS$88.6b6.9x8.2x2.4x
Fri, 03 Dec 2021US$646.8bUS$303.9bUS$88.6b6.9x7.3x2.1x
Sun, 31 Oct 2021US$683.7bUS$293.2bUS$106.6b6.2x6.4x2.3x
Tue, 28 Sep 2021US$663.8bUS$293.2bUS$106.6b5.3x6.2x2.3x
Thu, 26 Aug 2021US$674.1bUS$289.8bUS$104.7b6.1x6.4x2.3x
Fri, 02 Jul 2021US$664.5bUS$289.8bUS$104.7b6x6.3x2.3x
Mon, 05 Apr 2021US$618.4bUS$270.7bUS$98.5b8.1x6.3x2.3x
Thu, 07 Jan 2021US$570.6bUS$273.4bUS$43.4b10.3x13.1x2.1x
Wed, 30 Sep 2020US$530.2bUS$276.2bUS$36.7b5.7x14.5x1.9x
Price to Earnings Ratio

14.5x


Total Market Cap: US$530.2bTotal Earnings: US$36.7bTotal Revenue: US$276.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Diversified Financial Industry Price to Earnings3Y Average 29.2x202120222023
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 19.9x which is lower than its 3-year average PE of 29.2x.
  • The 3-year average PS ratio of 2.4x is lower than the industry's current PS ratio of 3.4x.
Past Earnings Growth
  • The earnings for companies in the Diversified Financial industry have grown 43% per year over the last three years.
  • Revenues for these companies have grown 31% 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-3.07%
Financials-2.99%
Diversified Financial-3.14%
Other Diversified Financial Services-0.95%
Multi-Sector Holdings-2.38%
Specialized Finance-2.48%
Transaction and Payment Processing Services-3.66%
Industry PE
  • Investors are most optimistic about the Transaction and Payment Processing Services industry, which is trading close to its 3-year average PE ratio of 94.6x.
    • Analysts are expecting annual earnings growth of 18.4%, which is lower than the prior year's growth of 23.7% 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 Multi-Sector Holdings industry, expecting annual earnings growth of 58% over the next 5 years.
  • However this is lower than its past earnings growth rate of 263% per year.
  • In contrast, the Other Diversified Financial Services industry is expected to see its earnings grow by 13% 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
CRBG Corebridge FinancialUS$19.433.6%
+US$426.1m
-4.0%PE4.9x
WU Western UnionUS$13.053.3%
+US$157.3m
-6.9%PE6.5x
NMIH NMI HoldingsUS$28.320.9%
+US$19.7m
44.5%PE7.7x
GHLD Guild HoldingsUS$11.032.3%
+US$15.2m
15.5%PE10.8x
CNF CNFinance HoldingsUS$3.285.8%
+US$12.3m
23.3%PE9.8x
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Latest News

WU

US$13.05

Western Union

7D

3.3%

1Y

-6.9%

GHLD

US$11.03

Guild Holdings

7D

2.3%

1Y

15.5%

MA

US$402.22

Mastercard

7D

-2.9%

1Y

37.0%

V

US$235.08

Visa

7D

-2.5%

1Y

27.8%

NMIH

US$28.32

NMI Holdings

7D

0.9%

1Y

44.5%

FI

US$116.08

Fiserv

7D

-4.1%

1Y

18.5%

GPN

US$119.16

Global Payments

7D

-4.2%

1Y

3.6%

CRBG

US$19.43

Corebridge Financial

7D

3.6%

1Y

-4.0%

AFRM

US$20.18

Affirm Holdings

7D

-17.2%

1Y

4.7%

CNF

US$3.28

CNFinance Holdings

7D

5.8%

1Y

23.3%

ACT

US$27.62

Enact Holdings

7D

0.1%

1Y

22.6%

BMTX

US$1.99

BM Technologies

7D

25.9%

1Y

-68.9%

PYPL

US$57.88

PayPal Holdings

7D

-9.9%

1Y

-33.4%

SWKH

US$15.72

SWK Holdings

7D

1.0%

1Y

-5.0%