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U.S. Diversified Financial Industry Analysis
UpdatedApr 13, 2025
DataAggregated Company Financials
Companies120
- 7D5.1%
- 3M5.4%
- 1Y17.5%
- YTD2.9%
In the last week, the Diversified Financial industry is up 5.1%, with Berkshire Hathaway up 5.6%. During this same period, the Mr. Cooper Group underperformed, falling 18%. This means that the industry has gained 18% over the past year. Earnings are forecast to grow by 1.7% 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 |
|---|---|---|---|---|---|---|
| Mon, 14 Apr 2025 | US$2.8t | US$672.3b | US$151.9b | 14.2x | 18.6x | 4.2x |
| Wed, 12 Mar 2025 | US$2.8t | US$673.4b | US$152.5b | 14.5x | 18.6x | 4.2x |
| Fri, 07 Feb 2025 | US$2.9t | US$665.5b | US$161.7b | 17.7x | 18.1x | 4.4x |
| Sun, 05 Jan 2025 | US$2.8t | US$667.5b | US$160.1b | 17.8x | 17.4x | 4.2x |
| Tue, 03 Dec 2024 | US$2.8t | US$660.6b | US$160.1b | 18.4x | 17.8x | 4.3x |
| Thu, 31 Oct 2024 | US$2.7t | US$662.1b | US$127.5b | 15.7x | 20.8x | 4x |
| Sat, 28 Sep 2024 | US$2.6t | US$660.8b | US$128.0b | 16x | 20.3x | 3.9x |
| Mon, 26 Aug 2024 | US$2.5t | US$660.5b | US$127.8b | 16.3x | 19.8x | 3.8x |
| Wed, 24 Jul 2024 | US$2.5t | US$663.2b | US$131.7b | 14.6x | 18.9x | 3.8x |
| Fri, 21 Jun 2024 | US$2.4t | US$673.4b | US$131.5b | 13.7x | 18.3x | 3.6x |
| Sun, 19 May 2024 | US$2.5t | US$673.7b | US$131.5b | 14.4x | 18.9x | 3.7x |
| Tue, 16 Apr 2024 | US$2.3t | US$659.0b | US$147.8b | 14.3x | 15.8x | 3.5x |
| Thu, 14 Mar 2024 | US$2.5t | US$663.2b | US$147.4b | 14.9x | 16.8x | 3.7x |
| Sat, 10 Feb 2024 | US$2.4t | US$655.9b | US$111.6b | 14.1x | 21.6x | 3.7x |
| Mon, 08 Jan 2024 | US$2.3t | US$648.5b | US$107.0b | 13.7x | 21.2x | 3.5x |
| Wed, 06 Dec 2023 | US$2.2t | US$648.6b | US$107.0b | 13.4x | 20.5x | 3.4x |
| Fri, 03 Nov 2023 | US$2.0t | US$631.5b | US$109.5b | 11.1x | 18.6x | 3.2x |
| Sun, 01 Oct 2023 | US$2.1t | US$622.6b | US$106.8b | 12.2x | 19.6x | 3.4x |
| Tue, 29 Aug 2023 | US$2.2t | US$621.7b | US$106.8b | 12.8x | 20.2x | 3.5x |
| Thu, 27 Jul 2023 | US$2.2t | US$599.2b | US$32.1b | 13.4x | 67.7x | 3.6x |
| Sat, 24 Jun 2023 | US$2.1t | US$598.0b | US$31.2b | 10.7x | 65.6x | 3.4x |
| Mon, 22 May 2023 | US$2.0t | US$597.6b | US$31.1b | 10.6x | 65.6x | 3.4x |
| Wed, 19 Apr 2023 | US$2.0t | US$583.6b | US$7.5b | 9.9x | 271.1x | 3.5x |
| Fri, 17 Mar 2023 | US$730.7b | US$386.6b | -US$10,253,025,507.00 | 5.3x | -71.3x | 1.9x |
| Sun, 12 Feb 2023 | US$768.6b | US$386.1b | US$17.2b | 6.4x | 44.8x | 2x |
| Tue, 10 Jan 2023 | US$773.5b | US$382.3b | US$17.0b | 5.7x | 45.5x | 2x |
| Thu, 08 Dec 2022 | US$748.1b | US$382.3b | US$17.0b | 5.7x | 44x | 2x |
| Sat, 05 Nov 2022 | US$709.5b | US$356.2b | US$27.6b | 8.3x | 25.7x | 2x |
| Mon, 03 Oct 2022 | US$654.6b | US$367.8b | US$28.9b | 5.9x | 22.6x | 1.8x |
| Wed, 31 Aug 2022 | US$687.1b | US$340.1b | US$18.1b | 5.5x | 38x | 2x |
| Fri, 29 Jul 2022 | US$685.1b | US$330.0b | US$88.6b | 6.3x | 7.7x | 2.1x |
| Sun, 26 Jun 2022 | US$669.1b | US$329.9b | US$88.0b | 6.4x | 7.6x | 2x |
| Tue, 24 May 2022 | US$742.2b | US$329.8b | US$87.8b | 7.6x | 8.4x | 2.3x |
| Thu, 21 Apr 2022 | US$835.3b | US$319.8b | US$95.6b | 7.7x | 8.7x | 2.6x |
Price to Earnings Ratio
8.7x
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 18.6x which is lower than its 3-year average PE of 34.0x.
- The 3-year average PS ratio of 3.2x 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 17% per year over the last three years.
- Revenues for these companies have grown 28% 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 | 5.42% | |
| Financials | 4.96% | |
| Diversified Financial | 5.11% | |
| Other Diversified Financial Services | 10.73% | |
| Multi-Sector Holdings | 5.57% | |
| Transaction and Payment Processing Services | 5.45% | |
| Specialized Finance | -7.18% | |
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 56.3x.
- Analysts are expecting annual earnings growth of 12.0%, which is lower than the prior year's growth of 16.1% per year.
- Investors are most pessimistic about the Other Diversified Financial Services industry, which is trading close to its 3-year average of 12.4x.
Forecasted Growth
- Analysts are most optimistic on the Transaction and Payment Processing Services industry, expecting annual earnings growth of 12% over the next 5 years.
- However this is lower than its past earnings growth rate of 16% per year.
- In contrast, the Multi-Sector Holdings industry is expected to see its earnings decline by 14% 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$784.00k | 5.6% +US$59.6b | 28.9% | PE12.7x | |
| V Visa | US$333.40 | 6.5% +US$39.6b | 20.8% | PE33.1x | |
| MA Mastercard | US$509.75 | 4.1% +US$18.3b | 9.5% | PE36.2x | |
| APO Apollo Global Management | US$125.92 | 15.9% +US$9.8b | 14.3% | PE16.6x | |
| FI Fiserv | US$208.14 | 4.8% +US$5.3b | 37.7% | PE37.1x |