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U.S. Other Diversified Financial Services Industry Analysis

UpdatedMar 22, 2026
DataAggregated Company Financials
Companies10
  • 7D4.4%
  • 3M-22.5%
  • 1Y-20.3%
  • YTDn/a

Over the last 7 days, the Other Diversified Financial Services industry has risen 4.4%, driven by gains from Apollo Global Management of 7.2%. In the past year, the industry is down 20%. 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
Sun, 22 Mar 2026US$100.8bUS$77.6bUS$2.4b14.3x42.6x1.3x
Tue, 17 Feb 2026US$116.2bUS$75.9bUS$2.8b15.5x41.4x1.5x
Thu, 15 Jan 2026US$128.2bUS$71.5bUS$5.5b13.7x23.2x1.8x
Sat, 13 Dec 2025US$133.0bUS$71.5bUS$5.5b12.9x24.1x1.9x
Mon, 10 Nov 2025US$119.4bUS$71.6bUS$5.5b11.9x21.7x1.7x
Wed, 08 Oct 2025US$120.4bUS$69.4bUS$3.8b14.5x31.5x1.7x
Fri, 05 Sep 2025US$125.1bUS$69.4bUS$3.8b15.1x32.7x1.8x
Sun, 03 Aug 2025US$126.4bUS$72.0bUS$6.0b16.5x21.2x1.8x
Tue, 01 Jul 2025US$132.5bUS$72.0bUS$5.9b18.3x22.3x1.8x
Thu, 29 May 2025US$123.8bUS$72.0bUS$5.9b17.7x20.8x1.7x
Sat, 26 Apr 2025US$119.8bUS$69.2bUS$9.4b8.4x12.8x1.7x
Mon, 24 Mar 2025US$129.5bUS$69.2bUS$9.4b10.4x13.8x1.9x
Wed, 19 Feb 2025US$50.8bUS$43.7bUS$3.1b10x16.1x1.2x
Fri, 17 Jan 2025US$141.2bUS$70.8bUS$3.6b10.3x38.8x2x
Sun, 15 Dec 2024US$146.6bUS$70.8bUS$3.6b10.3x40.3x2.1x
Tue, 12 Nov 2024US$140.8bUS$70.8bUS$3.6b12.3x38.7x2x
Thu, 10 Oct 2024US$124.4bUS$68.6bUS$11.4b9.7x10.9x1.8x
Sat, 07 Sep 2024US$103.7bUS$68.6bUS$11.4b8.6x9.1x1.5x
Mon, 05 Aug 2024US$100.5bUS$67.7bUS$12.3b8.6x8.2x1.5x
Wed, 03 Jul 2024US$112.4bUS$76.4bUS$12.8b9x8.8x1.5x
Fri, 31 May 2024US$112.3bUS$76.4bUS$12.8b10.5x8.8x1.5x
Sun, 28 Apr 2024US$105.7bUS$72.5bUS$8.7b12.3x12.2x1.5x
Tue, 26 Mar 2024US$106.0bUS$72.5bUS$8.7b11.8x12.2x1.5x
Thu, 22 Feb 2024US$101.5bUS$74.8bUS$8.9b11.6x11.4x1.4x
Sat, 20 Jan 2024US$93.2bUS$72.7bUS$6.9b10.6x13.4x1.3x
Mon, 18 Dec 2023US$91.6bUS$72.7bUS$6.9b10.9x13.2x1.3x
Wed, 15 Nov 2023US$81.3bUS$71.7bUS$7.3b10.7x11.1x1.1x
Fri, 13 Oct 2023US$84.7bUS$73.7bUS$4.5b12.1x18.7x1.1x
Sun, 10 Sep 2023US$82.4bUS$73.7bUS$4.5b12.4x18.2x1.1x
Tue, 08 Aug 2023US$83.2bUS$79.3bUS$6.6b10.8x12.6x1x
Thu, 06 Jul 2023US$74.8bUS$70.9bUS$6.3b8.3x11.8x1.1x
Sat, 03 Jun 2023US$70.7bUS$70.9bUS$6.3b8.1x11.2x1x
Mon, 01 May 2023US$67.6bUS$72.8bUS$12.8b6.6x5.3x0.9x
Wed, 29 Mar 2023US$62.3bUS$72.7bUS$12.9b3.4x4.8x0.9x
Price to Earnings Ratio

4.8x


Total Market Cap: US$62.3bTotal 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 18.9x202420252026
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 42.6x which is higher than its 3-year average PE of 18.9x.
  • 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-1.83%
Financials0.10%
Diversified Financial-1.50%
Other Diversified Financial Services4.35%
Transaction and Payment Processing Services-1.52%
Specialized Finance-1.85%
Multi-Sector Holdings-1.93%
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
APO Apollo Global ManagementUS$112.007.2%
+US$4.4b		-21.9%PE18.5x
VOYA Voya FinancialUS$67.151.4%
+US$83.5m		-1.1%PE10.2x
EQH Equitable HoldingsUS$37.350.3%
+US$36.4m		-28.9%PS0.9x

Latest News

ALRS
US$23.37
Alerus Financial
7D
-0.8%
1Y
25.6%
JXN
US$103.05
Jackson Financial
7D
-1.6%
1Y
20.4%

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.
NEWT
US$11.23
NewtekOne
7D
-4.7%
1Y
-9.0%
APO
US$112.00
Apollo Global Management
7D
7.2%
1Y
-21.9%
VOYA
US$67.15
Voya Financial
7D
1.4%
1Y
-1.1%

VOYA: Retirement Platform Scale And Cash Returns Will Drive Future Upside

Analysts have trimmed their Voya Financial price targets toward the mid $80s, with our fair value estimate edging to $84.70 as they factor in slightly higher discount rates, modestly softer margin assumptions, and ongoing sector wide pressure on life insurer valuations. Analyst Commentary Recent Street research on Voya Financial clusters around price targets in the mid $80s, with a mix of optimistic and cautious views tied to earnings visibility, capital deployment, and sector wide valuation pressure on life insurers.
CRBG
US$23.18
Corebridge Financial
7D
-1.3%
1Y
-28.5%
EQH
US$37.35
Equitable Holdings
7D
0.3%
1Y
-28.9%

EQH: Capital Returns Will Support Future Upside Despite Sector Headwinds

Analysts are trimming their price targets on Equitable Holdings, with the updated blended fair value easing to about $60 from roughly $61.50 as they factor in higher discount rates, modestly adjusted long term earnings assumptions, and sector wide valuation pressure on life insurers. Analyst Commentary Recent Street research on Equitable Holdings points to a reset in expectations rather than a change in the overall positive stance.