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U.S. Diversified Financial Industry Analysis

UpdatedDec 23, 2025
DataAggregated Company Financials
Companies133
  • 7D0.5%
  • 3M-0.4%
  • 1Y3.3%
  • YTD4.0%

The Diversified Financial industry has stayed flat over the last week. The past year has been better, since the industry has gained 3.3% in that time. As for the next few years, earnings are expected to grow by 8.7% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 23 Dec 2025US$2.8tUS$695.0bUS$126.9b13.7x22.3x4.1x
Thu, 20 Nov 2025US$2.7tUS$696.6bUS$127.6b13.1x21.2x3.9x
Sat, 18 Oct 2025US$2.8tUS$687.0bUS$120.0b16.1x23.3x4.1x
Mon, 15 Sep 2025US$2.9tUS$689.1bUS$120.6b16.8x24x4.2x
Wed, 13 Aug 2025US$2.8tUS$686.1bUS$120.9b16x23.1x4.1x
Fri, 11 Jul 2025US$2.9tUS$680.6bUS$141.3b16.5x20.3x4.2x
Sun, 08 Jun 2025US$2.9tUS$679.3bUS$141.4b15.2x20.6x4.3x
Tue, 06 May 2025US$2.9tUS$675.7bUS$143.1b14.3x20.4x4.3x
Thu, 03 Apr 2025US$3.0tUS$672.4bUS$151.9b15.9x19.5x4.4x
Sat, 01 Mar 2025US$3.0tUS$672.9bUS$152.2b16.6x19.4x4.4x
Mon, 27 Jan 2025US$2.8tUS$667.7bUS$160.1b19.1x17.6x4.2x
Wed, 25 Dec 2024US$2.8tUS$667.6bUS$160.0b17.8x17.6x4.2x
Fri, 22 Nov 2024US$2.8tUS$667.7bUS$160.1b17.8x17.5x4.2x
Sun, 20 Oct 2024US$2.7tUS$660.6bUS$127.9b15.8x21.2x4.1x
Tue, 17 Sep 2024US$2.6tUS$660.7bUS$128.0b15.7x20.3x3.9x
Thu, 15 Aug 2024US$2.4tUS$660.4bUS$127.7b15.2x19.1x3.7x
Sat, 13 Jul 2024US$2.4tUS$663.3bUS$131.7b14.8x18.3x3.6x
Mon, 10 Jun 2024US$2.4tUS$673.5bUS$131.5b14.4x18.6x3.6x
Wed, 08 May 2024US$2.4tUS$671.8bUS$129.0b13.8x18.9x3.6x
Fri, 05 Apr 2024US$2.5tUS$657.0bUS$147.9b15.8x16.9x3.8x
Sun, 03 Mar 2024US$2.5tUS$663.5bUS$147.7b15.3x16.8x3.7x
Tue, 30 Jan 2024US$2.4tUS$649.4bUS$107.7b16.8x21.9x3.6x
Thu, 28 Dec 2023US$2.3tUS$648.8bUS$107.0b14.1x21.2x3.5x
Sat, 25 Nov 2023US$2.2tUS$648.6bUS$107.0b13.5x20.4x3.4x
Mon, 23 Oct 2023US$2.0tUS$627.8bUS$107.1b12.2x19x3.2x
Wed, 20 Sep 2023US$2.2tUS$622.1bUS$106.8b12.6x20.6x3.5x
Fri, 18 Aug 2023US$2.1tUS$621.6bUS$106.8b13.1x20x3.4x
Sun, 16 Jul 2023US$2.2tUS$598.0bUS$31.2b11.7x69.1x3.6x
Tue, 13 Jun 2023US$2.0tUS$597.9bUS$31.2b10.8x65.3x3.4x
Thu, 11 May 2023US$2.0tUS$600.0bUS$34.0b10.7x59.3x3.4x
Sat, 08 Apr 2023US$2.0tUS$583.6bUS$7.5b9.2x263.6x3.4x
Mon, 06 Mar 2023US$770.3bUS$386.6b-US$10,243,849,507.006.8x-75.2x2x
Wed, 01 Feb 2023US$771.6bUS$382.3bUS$17.0b6.4x45.4x2x
Fri, 30 Dec 2022US$757.4bUS$382.3bUS$17.0b5.4x44.6x2x
Price to Earnings Ratio

44.6x


Total Market Cap: US$757.4bTotal 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 33.9x202320242025
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 22.3x which is lower than its 3-year average PE of 33.9x.
  • The 3-year average PS ratio of 3.7x is lower than the industry's current PS ratio of 4.1x.
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 Market0.99%
Financials1.02%
Diversified Financial0.47%
Transaction and Payment Processing Services1.50%
Other Diversified Financial Services0.50%
Specialized Finance0.28%
Multi-Sector Holdings-1.17%
Industry PE
  • Investors are most optimistic about the Specialized Finance industry which is trading above its 3-year average PE ratio of 16.1x.
    • Analysts are expecting annual earnings growth of 10.2%, 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.
Forecasted Growth
  • Analysts are most optimistic on the Other Diversified Financial Services industry, expecting annual earnings growth of 34% 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 decline by 5.4% 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
V VisaUS$353.382.4%
+US$15.8b		10.2%PE34x
MA MastercardUS$576.351.8%
+US$9.3b		7.6%PE36.3x
RKT Rocket CompaniesUS$19.084.7%
+US$2.4b		71.7%PS8.8x
BRK.A Berkshire HathawayUS$750.56k0.2%
+US$2.1b		9.2%PE16x
TOST ToastUS$36.684.9%
+US$1.0b		-4.4%PE79x

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US$37.28
Toast
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7.2%
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5.7%
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Affirm Holdings
7D
19.7%
1Y
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