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U.S. Diversified Financial Industry Analysis

UpdatedNov 25, 2021
DataAggregated Company Financials
  • 7D1.5%
  • 3M1.1%
  • 1Y23.5%
  • YTD25.8%

Over the last 7 days, the Diversified Financial industry has risen 1.5%, driven by gains from Berkshire Hathaway of 2.5%. This takes the industry's 12 month performance to a gain of 23%.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPE
Fri, 26 Nov 2021US$676.2bUS$303.9bUS$88.6b7.4x
Sun, 24 Oct 2021US$688.6bUS$293.2bUS$106.6b6.5x
Tue, 21 Sep 2021US$653.9bUS$286.7bUS$104.5b5.9x
Thu, 19 Aug 2021US$672.7bUS$287.9bUS$104.5b6.8x
Thu, 03 Jun 2021US$692.3bUS$270.7bUS$98.5b7.7x
Sun, 07 Mar 2021US$595.1bUS$275.3bUS$43.7b9.7x
Wed, 09 Dec 2020US$563.1bUS$276.2bUS$36.7b8.4x
Tue, 01 Sep 2020US$544.0bUS$277.5bUS$23.6b5.7x
Fri, 05 Jun 2020US$471.9bUS$288.5bUS$15.6b4.3x
Mon, 09 Mar 2020US$526.4bUS$279.4bUS$80.4b5.5x
Sun, 01 Dec 2019US$565.9bUS$278.1bUS$28.2b9.4x
Wed, 04 Sep 2019US$520.4bUS$275.1bUS$30.1b11x
Sat, 08 Jun 2019US$508.4bUS$276.8bUS$27.8b11.5x
Fri, 01 Mar 2019US$518.9bUS$278.4bUS$6.2b13.9x
Mon, 03 Dec 2018US$559.2bUS$275.4bUS$62.0b9.2x
PE Ratio


Total Market Cap: US$559.2bTotal Earnings: US$62.0bTotal Revenue: US$275.4b0%0%0%3 Year10 Year

Current Industry PE: Investors are relatively neutral on the industry at the moment, considering it's trading close to its 3-year average PE ratio of 8.4x. However, future earnings are expected to decline by 32% which could potentially cause the PE ratio to fall below its historical average.

Past Earnings Growth: The earnings for companies in the Diversified Financial industry have grown 13% per year over the last three years, and revenues for these companies have grown 3.3% 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. Diversified Financial industry?

Multi-Sector Holdings1.66%
Specialized Finance-1.51%
Other Diversified Financial Services-2.21%

Industry PE: Investors are most optimistic about the Multi-Sector Holdings industry even though it's trading below its 3-year average PE ratio of 10.2x. However analysts are expecting annual earnings decline of 35%, which is lower than the prior year's growth of 33% per year. So the market might believe that analysts are underestimating future growth or they expect the Multi-Sector Holdings industry's earnings to deteriorate the least compared to other industries. Meanwhile, investors are most pessimistic about the Other Diversified Financial Services industry, which is trading below its 3-year average of 9.4x.

Forecasted Growth: Analysts are most optimistic on the Other Diversified Financial Services industry, expecting annual earnings growth of 54% over the next 5 years. However this is lower than its past earnings growth rate of 463% per year. Meanwhile, the Multi-Sector Holdings industry is expected to see its earnings decline by 35% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

BRK.A Berkshire Hathaway2.5%+US$15.8b23.7%PE7.5x
EQH Equitable Holdings2.0%+US$271.2m28.1%PS1.2x
CNNE Cannae Holdings0.8%+US$24.0m-16.3%PE8.6x
ALRS Alerus Financial2.9%+US$15.8m31.2%PE11.5x
BLX Banco Latinoamericano de Comercio Exterior1.4%+US$9.5m13.9%PE11.4x
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