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U.S. Diversified Financial Industry Analysis

UpdatedMar 25, 2025
DataAggregated Company Financials
Companies123
  • 7D1.7%
  • 3M5.4%
  • 1Y19.8%
  • YTD7.6%

In the last week, the Diversified Financial industry is up 1.7%, with Visa up 2.8%. This takes the industry's 12 month performance to a gain of 20%. Looking forward, earnings are expected to remain mostly flat in the next few years.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 25 Mar 2025US$2.9tUS$672.5bUS$151.8b16x19.2x4.3x
Thu, 20 Feb 2025US$2.9tUS$643.1bUS$161.4b16.8x17.7x4.4x
Sat, 18 Jan 2025US$2.8tUS$667.6bUS$160.1b19.2x17.5x4.2x
Mon, 16 Dec 2024US$2.8tUS$667.6bUS$160.1b18x17.5x4.2x
Wed, 13 Nov 2024US$2.8tUS$668.1bUS$160.3b17.8x17.5x4.2x
Fri, 11 Oct 2024US$2.6tUS$660.7bUS$128.0b15.9x20.6x4x
Sun, 08 Sep 2024US$2.6tUS$660.7bUS$128.0b15.6x20.1x3.9x
Tue, 06 Aug 2024US$2.4tUS$658.1bUS$133.1b14.1x18.2x3.7x
Thu, 04 Jul 2024US$2.4tUS$663.2bUS$131.7b13.9x18.2x3.6x
Sat, 01 Jun 2024US$2.4tUS$673.6bUS$131.5b14x18.3x3.6x
Mon, 29 Apr 2024US$2.4tUS$660.4bUS$148.6b14.4x16.4x3.7x
Wed, 27 Mar 2024US$2.5tUS$663.4bUS$147.6b15.9x16.9x3.8x
Fri, 23 Feb 2024US$2.4tUS$651.1bUS$110.6b14.2x22x3.7x
Sun, 21 Jan 2024US$2.3tUS$648.6bUS$107.0b13.5x21.5x3.5x
Tue, 19 Dec 2023US$2.3tUS$648.6bUS$107.0b14.1x21.1x3.5x
Thu, 16 Nov 2023US$2.1tUS$647.5bUS$107.8b13.3x19.8x3.3x
Sat, 14 Oct 2023US$2.1tUS$622.5bUS$106.8b12.1x19.5x3.3x
Mon, 11 Sep 2023US$2.2tUS$622.7bUS$106.8b12.4x20.3x3.5x
Wed, 09 Aug 2023US$2.2tUS$626.6bUS$107.8b13.5x20.1x3.5x
Fri, 07 Jul 2023US$2.1tUS$597.9bUS$31.2b11x67.5x3.5x
Sun, 04 Jun 2023US$2.0tUS$597.8bUS$31.2b10.6x64.8x3.4x
Tue, 02 May 2023US$2.0tUS$585.1bUS$6.8b10.4x301.7x3.5x
Thu, 30 Mar 2023US$1.9tUS$583.4bUS$7.7b10.8x253.3x3.3x
Sat, 25 Feb 2023US$753.6bUS$384.8bUS$16.3b6.7x46.3x2x
Mon, 23 Jan 2023US$724.9bUS$375.1bUS$20.6b6.6x35.2x1.9x
Wed, 21 Dec 2022US$739.9bUS$382.3bUS$17.0b5.4x43.6x1.9x
Fri, 18 Nov 2022US$753.1bUS$382.2bUS$16.9b7x44.6x2x
Sun, 16 Oct 2022US$667.3bUS$367.8bUS$28.9b5.9x23.1x1.8x
Tue, 13 Sep 2022US$696.5bUS$339.8bUS$18.0b7.9x38.6x2x
Thu, 11 Aug 2022US$710.5bUS$334.3bUS$19.0b7.5x37.3x2.1x
Sat, 09 Jul 2022US$673.9bUS$329.9bUS$88.5b5.8x7.6x2x
Mon, 06 Jun 2022US$747.4bUS$329.9bUS$88.0b6.9x8.5x2.3x
Wed, 04 May 2022US$763.1bUS$326.0bUS$89.3b8.5x8.5x2.3x
Fri, 01 Apr 2022US$856.8bUS$319.8bUS$95.6b4.8x9x2.7x
Price to Earnings Ratio

9x


Total Market Cap: US$856.8bTotal Earnings: US$95.6bTotal Revenue: US$319.8bTotal 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 19.2x which is lower than its 3-year average PE of 33.9x.
  • The 3-year average PS ratio of 3.2x is lower than the industry's current PS ratio of 4.3x.
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 Market1.84%
Financials2.54%
Diversified Financial1.74%
Other Diversified Financial Services5.29%
Transaction and Payment Processing Services2.60%
Multi-Sector Holdings0.61%
Specialized Finance-1.12%
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 56.9x.
    • Analysts are expecting annual earnings growth of 12.1%, which is lower than the prior year's growth of 28.0% 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 13% over the next 5 years.
  • This is better than its past earnings growth rate of 6.3% per year.
  • In contrast, the Multi-Sector Holdings industry is expected to see its earnings decline by 19% 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$343.872.8%
+US$18.2b
22.3%PE34.1x
MA MastercardUS$543.672.2%
+US$10.7b
14.2%PE38.6x
BRK.A Berkshire HathawayUS$789.65k0.6%
+US$6.8b
27.5%PE12.8x
APO Apollo Global ManagementUS$148.407.0%
+US$5.5b
30.8%PE19.6x
XYZ BlockUS$62.586.7%
+US$2.4b
-24.3%PE13.4x
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Latest News

FLYW

US$10.06

Flywire

7D

-3.7%

1Y

-58.3%

APO

US$148.40

Apollo Global Management

7D

7.0%

1Y

30.8%

MA

US$543.67

Mastercard

7D

2.2%

1Y

14.2%

AFRM

US$52.54

Affirm Holdings

7D

9.5%

1Y

43.4%

FI

US$221.79

Fiserv

7D

1.7%

1Y

41.5%

PAY

US$27.79

Paymentus Holdings

7D

-2.0%

1Y

16.7%

WU

US$10.49

Western Union

7D

-1.5%

1Y

-23.3%

HASI

US$29.22

HA Sustainable Infrastructure Capital

7D

-1.4%

1Y

7.7%