U.S. Diversified Financial Industry Analysis
UpdatedApr 24, 2024
DataAggregated Company Financials
Companies135
- 7D2.0%
- 3M5.3%
- 1Y24.5%
- YTD9.0%
Over the last 7 days, the Diversified Financial industry has dropped 1.3%, driven by a pullback from DLocal of 6.1%. Over the past 12 months, the industry was up 20%. Earnings are forecast to grow by 16% annually.
Industry Valuation and Performance
Has the U.S. Diversified Financial Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 24 Apr 2024 | US$2.5t | US$659.5b | US$148.0b | 14.5x | 16.6x | 3.7x |
| Fri, 22 Mar 2024 | US$2.5t | US$663.4b | US$147.6b | 15.5x | 17.2x | 3.8x |
| Sun, 18 Feb 2024 | US$2.4t | US$652.9b | US$110.6b | 14.3x | 22.1x | 3.7x |
| Tue, 16 Jan 2024 | US$2.3t | US$648.5b | US$107.0b | 13.3x | 21.3x | 3.5x |
| Thu, 14 Dec 2023 | US$2.2t | US$648.6b | US$107.0b | 14.1x | 20.9x | 3.4x |
| Sat, 11 Nov 2023 | US$2.1t | US$647.1b | US$108.5b | 12.9x | 19.1x | 3.2x |
| Mon, 09 Oct 2023 | US$2.1t | US$622.5b | US$106.8b | 12.4x | 19.5x | 3.4x |
| Wed, 06 Sep 2023 | US$2.2t | US$621.6b | US$106.8b | 12.5x | 20.5x | 3.5x |
| Fri, 04 Aug 2023 | US$2.2t | US$610.1b | US$30.1b | 13.8x | 71.7x | 3.5x |
| Sun, 02 Jul 2023 | US$2.1t | US$598.0b | US$31.2b | 11.2x | 67.5x | 3.5x |
| Tue, 30 May 2023 | US$2.0t | US$597.8b | US$31.2b | 10.5x | 63.4x | 3.3x |
| Thu, 27 Apr 2023 | US$2.0t | US$584.8b | US$8.1b | 9.5x | 247.7x | 3.4x |
| Sat, 25 Mar 2023 | US$1.9t | US$583.3b | US$7.4b | 11x | 258x | 3.3x |
| Mon, 20 Feb 2023 | US$723.8b | US$373.5b | US$19.3b | 7x | 37.4x | 1.9x |
| Wed, 18 Jan 2023 | US$775.1b | US$382.3b | US$17.0b | 6.1x | 45.6x | 2x |
| Fri, 16 Dec 2022 | US$740.9b | US$382.3b | US$17.0b | 5.4x | 43.6x | 1.9x |
| Sun, 13 Nov 2022 | US$762.6b | US$382.2b | US$16.9b | 7x | 45x | 2x |
| Tue, 11 Oct 2022 | US$654.9b | US$367.8b | US$28.9b | 5.9x | 22.6x | 1.8x |
| Thu, 08 Sep 2022 | US$667.5b | US$340.0b | US$18.1b | 5.4x | 36.9x | 2x |
| Sat, 06 Aug 2022 | US$703.7b | US$331.3b | US$89.8b | 6.5x | 7.8x | 2.1x |
| Mon, 04 Jul 2022 | US$664.8b | US$329.5b | US$88.5b | 6.3x | 7.5x | 2x |
| Wed, 01 Jun 2022 | US$758.3b | US$329.8b | US$87.8b | 7.5x | 8.6x | 2.3x |
| Fri, 29 Apr 2022 | US$787.5b | US$319.8b | US$95.6b | 7.5x | 8.2x | 2.5x |
| Sun, 27 Mar 2022 | US$825.0b | US$314.1b | US$93.9b | 4.9x | 8.8x | 2.6x |
| Tue, 22 Feb 2022 | US$772.4b | US$308.6b | US$91.8b | 5.9x | 8.4x | 2.5x |
| Thu, 20 Jan 2022 | US$777.8b | US$309.8b | US$90.6b | 7.4x | 8.6x | 2.5x |
| Sat, 18 Dec 2021 | US$689.5b | US$303.9b | US$88.6b | 7.2x | 7.8x | 2.3x |
| Mon, 15 Nov 2021 | US$674.5b | US$303.9b | US$88.6b | 7.3x | 7.6x | 2.2x |
| Wed, 13 Oct 2021 | US$662.9b | US$293.2b | US$106.6b | 5.3x | 6.2x | 2.3x |
| Fri, 10 Sep 2021 | US$656.4b | US$290.6b | US$104.3b | 4.4x | 6.3x | 2.3x |
| Sun, 08 Aug 2021 | US$682.5b | US$287.9b | US$104.5b | 6.9x | 6.5x | 2.4x |
| Sat, 01 May 2021 | US$662.5b | US$270.7b | US$98.5b | 7.8x | 6.7x | 2.4x |
Price to Earnings Ratio
6.7x
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 16.3x which is lower than its 3-year average PE of 30.5x.
- The 3-year average PS ratio of 2.7x is lower than the industry's current PS ratio of 3.7x.
Past Earnings Growth
- The earnings for companies in the Diversified Financial industry have grown 14% per year over the last three years.
- Revenues for these companies have grown 35% 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 | 1.23% | |
| Financials | 3.89% | |
| Diversified Financial | 2.04% | |
| Other Diversified Financial Services | 5.43% | |
| Multi-Sector Holdings | 2.48% | |
| Specialized Finance | 2.00% | |
| Transaction and Payment Processing Services | 1.28% | |
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 77.3x.
- Analysts expect its future annual earnings growth (13.7%) to be largely in line with prior year's earnings growth.
- 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 108% over the next 5 years.
- This is better than its past earnings growth rate of 25% per year.
- In contrast, the Specialized Finance industry is expected to see its earnings grow by 9.0% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BRK.A Berkshire Hathaway | US$615.18k | 2.5% +US$21.4b | 25.2% | PE9.2x | |
| FI Fiserv | US$155.39 | 5.6% +US$4.9b | 31.3% | PE28.2x | |
| APO Apollo Global Management | US$113.77 | 5.8% +US$3.6b | 85.4% | PE13.4x | |
| V Visa | US$274.11 | 0.5% +US$2.9b | 20.1% | PE31.1x | |
| MA Mastercard | US$462.82 | 0.6% +US$2.5b | 26.2% | PE38.6x |