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U.S. Other Diversified Financial Services Industry Analysis

UpdatedMar 27, 2026
DataAggregated Company Financials
Companies10
  • 7D0.5%
  • 3M-22.2%
  • 1Y-19.8%
  • YTDn/a

In the last week, the Other Diversified Financial Services industry is flat overall, with Apollo Global Management standing out by going down 3.2%. As for the longer term, the industry has declined 20% in the last year. As for the next few years, earnings are expected to grow by 30% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 28 Mar 2026US$100.7bUS$77.6bUS$2.4b14.3x42.5x1.3x
Mon, 23 Feb 2026US$112.4bUS$77.6bUS$2.3b15.9x49.7x1.4x
Wed, 21 Jan 2026US$128.6bUS$71.5bUS$5.5b13.2x23.3x1.8x
Fri, 19 Dec 2025US$130.0bUS$71.5bUS$5.5b13.1x23.6x1.8x
Sun, 16 Nov 2025US$117.8bUS$71.5bUS$5.5b11.9x21.4x1.6x
Tue, 14 Oct 2025US$113.4bUS$69.4bUS$3.8b14.3x29.7x1.6x
Thu, 11 Sep 2025US$125.6bUS$69.4bUS$3.8b14.9x32.8x1.8x
Sat, 09 Aug 2025US$126.8bUS$69.4bUS$3.8b16.7x33.5x1.8x
Mon, 07 Jul 2025US$133.5bUS$72.0bUS$5.9b18.9x22.4x1.9x
Wed, 04 Jun 2025US$121.7bUS$72.0bUS$5.9b17.7x20.5x1.7x
Fri, 02 May 2025US$121.8bUS$71.6bUS$9.4b8.7x13x1.7x
Sun, 30 Mar 2025US$124.7bUS$69.2bUS$9.4b9x13.3x1.8x
Tue, 25 Feb 2025US$133.0bUS$68.8bUS$9.5b9.5x14x1.9x
Thu, 23 Jan 2025US$145.4bUS$70.8bUS$3.6b10.3x40x2.1x
Sat, 21 Dec 2024US$140.3bUS$70.8bUS$3.6b9.9x38.6x2x
Mon, 18 Nov 2024US$141.0bUS$70.8bUS$3.6b12x38.8x2x
Wed, 16 Oct 2024US$129.0bUS$68.6bUS$11.4b9.5x11.3x1.9x
Fri, 13 Sep 2024US$104.3bUS$68.6bUS$11.4b9.2x9.2x1.5x
Sun, 11 Aug 2024US$101.1bUS$68.6bUS$11.3b7.9x8.9x1.5x
Tue, 09 Jul 2024US$111.8bUS$76.4bUS$12.8b9x8.8x1.5x
Thu, 06 Jun 2024US$109.6bUS$76.4bUS$12.8b10.6x8.6x1.4x
Sat, 04 May 2024US$107.2bUS$74.4bUS$9.2b11.4x11.7x1.4x
Mon, 01 Apr 2024US$107.7bUS$72.5bUS$8.7b12x12.4x1.5x
Wed, 28 Feb 2024US$101.3bUS$73.0bUS$9.0b11.4x11.3x1.4x
Fri, 26 Jan 2024US$94.6bUS$72.7bUS$6.9b11x13.7x1.3x
Sun, 24 Dec 2023US$89.4bUS$72.7bUS$6.9b10.8x12.9x1.2x
Tue, 21 Nov 2023US$82.9bUS$71.6bUS$7.4b10.7x11.3x1.2x
Thu, 19 Oct 2023US$84.2bUS$73.7bUS$4.5b12.4x18.6x1.1x
Sat, 16 Sep 2023US$84.2bUS$73.7bUS$4.5b12.7x18.6x1.1x
Mon, 14 Aug 2023US$79.2bUS$73.7bUS$4.5b11.8x17.5x1.1x
Wed, 12 Jul 2023US$76.8bUS$70.9bUS$6.3b8.3x12.2x1.1x
Fri, 09 Jun 2023US$72.1bUS$70.9bUS$6.3b8.5x11.4x1x
Sun, 07 May 2023US$64.4bUS$72.3bUS$12.5b6.9x5.2x0.9x
Tue, 04 Apr 2023US$65.1bUS$72.7bUS$12.9b3.3x5.1x0.9x
Price to Earnings Ratio

5.1x


Total Market Cap: US$65.1bTotal Earnings: US$12.9bTotal Revenue: US$72.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Other Diversified Financial Services Industry Price to Earnings3Y Average 19.1x202420252026
Current Industry PE
  • Investors are optimistic on the American Other Diversified Financial Services industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 42.5x which is higher than its 3-year average PE of 19.1x.
  • The 3-year average PS ratio of 1.5x is higher than the industry's current PS ratio of 1.3x.
Past Earnings Growth
  • The earnings for companies in the Other Diversified Financial Services industry have declined 43% per year over the last three years.
  • Meanwhile revenues for these companies have grown 2.2% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Comparison

How does U.S. Other Diversified Financial Services compare with similar industries?

US Market-1.62%
Financials0.57%
Diversified Financial0.17%
Other Diversified Financial Services0.49%
Transaction and Payment Processing Services1.61%
Specialized Finance-0.85%
Multi-Sector Holdings-1.42%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
ALRS Alerus FinancialUS$23.570.9%
+US$5.1m		28.8%PE34.4x

Latest News

EQH
US$35.34
Equitable Holdings
7D
-5.4%
1Y
-31.6%
APO
US$108.42
Apollo Global Management
7D
-3.2%
1Y
-20.8%
CRBG
US$22.30
Corebridge Financial
7D
-3.8%
1Y
-28.9%

CRBG: Capital Returns And Cash Flow Will Support Multiyear Earnings Resilience

Analysts have trimmed the implied fair value for Corebridge Financial by about $0.31 per share to $36.92. This reflects updated views on cash flow, private credit exposure and sector wide valuation pressure following recent price target cuts across the life insurance group.
NEWT
US$11.07
NewtekOne
7D
-3.8%
1Y
-9.9%

NEWT: 2026 EPS Guidance Will Support A Future Rerating

Analysts have raised the consensus price target on NewtekOne by $1 to $13, citing updated 2026 EPS guidance above prior Street expectations as a key support for the new level. Analyst Commentary Bullish analysts are framing the latest $13 consensus target as a valuation anchor that lines up with updated 2026 guidance, rather than a stretch call.
VOYA
US$66.20
Voya Financial
7D
-1.4%
1Y
-1.6%
ALRS
US$23.57
Alerus Financial
7D
0.9%
1Y
28.8%
JXN
US$101.40
Jackson Financial
7D
-1.6%
1Y
22.0%

JXN: Future Returns Will Reflect Tail Risk Transfer And Capital Strength

Narrative Update on Jackson Financial Analysts have adjusted the price target range for Jackson Financial, with the updated fair value estimate moving from $118.33 to $125.33. This change is supported by recent research that highlights sector-level capital strength, cash flow support, consolidation trends, and company-specific views on tail risk, valuation, and potential risk transfer actions.