Narrative Update • Jul 24

Over the last 7 days, the Other Diversified Financial Services industry has remained flat. As for the longer term, the industry has declined 9.1% in the last year. Earnings are forecast to grow by 35% annually.
Has the U.S. Other Diversified Financial Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 30 Jul 2026 | US$119.4b | US$76.4b | US$865.3m | 14x | 138x | 1.6x |
| Sat, 27 Jun 2026 | US$112.2b | US$76.4b | US$860.2m | 20.8x | 130.4x | 1.5x |
| Mon, 25 May 2026 | US$114.8b | US$76.1b | US$827.5m | 26.2x | 138.7x | 1.5x |
| Wed, 22 Apr 2026 | US$114.1b | US$77.6b | US$2.4b | 16.1x | 48.2x | 1.5x |
| Fri, 20 Mar 2026 | US$100.9b | US$77.6b | US$2.4b | 14.2x | 42.6x | 1.3x |
| Sun, 15 Feb 2026 | US$116.2b | US$75.9b | US$2.8b | 15.5x | 41.4x | 1.5x |
| Tue, 13 Jan 2026 | US$131.2b | US$71.5b | US$5.5b | 13.9x | 23.8x | 1.8x |
| Thu, 11 Dec 2025 | US$127.4b | US$71.5b | US$5.5b | 12.7x | 23.1x | 1.8x |
| Sat, 08 Nov 2025 | US$117.4b | US$71.6b | US$5.5b | 11.9x | 21.4x | 1.6x |
| Mon, 06 Oct 2025 | US$120.4b | US$69.4b | US$3.8b | 14.6x | 31.5x | 1.7x |
| Wed, 03 Sep 2025 | US$127.7b | US$69.4b | US$3.8b | 14.8x | 33.4x | 1.8x |
| Fri, 01 Aug 2025 | US$131.4b | US$72.0b | US$6.0b | 16.7x | 22x | 1.8x |
| Sun, 29 Jun 2025 | US$132.5b | US$72.0b | US$5.9b | 18.4x | 22.3x | 1.8x |
| Tue, 27 May 2025 | US$121.1b | US$72.0b | US$5.9b | 17.6x | 20.4x | 1.7x |
| Thu, 24 Apr 2025 | US$112.4b | US$69.2b | US$9.4b | 8.3x | 12x | 1.6x |
| Sat, 22 Mar 2025 | US$130.2b | US$69.2b | US$9.4b | 10.4x | 13.9x | 1.9x |
| Mon, 17 Feb 2025 | US$143.1b | US$69.6b | US$7.6b | 11.5x | 18.8x | 2.1x |
| Wed, 15 Jan 2025 | US$136.7b | US$70.8b | US$3.6b | 10.1x | 37.6x | 1.9x |
| Fri, 13 Dec 2024 | US$147.7b | US$70.8b | US$3.6b | 10.4x | 40.6x | 2.1x |
| Sun, 10 Nov 2024 | US$140.8b | US$70.8b | US$3.6b | 12x | 38.7x | 2x |
| Tue, 08 Oct 2024 | US$124.3b | US$68.6b | US$11.4b | 9.7x | 10.9x | 1.8x |
| Thu, 05 Sep 2024 | US$107.8b | US$68.6b | US$11.4b | 8.7x | 9.5x | 1.6x |
| Sat, 03 Aug 2024 | US$110.3b | US$67.8b | US$12.4b | 8.6x | 8.9x | 1.6x |
| Mon, 01 Jul 2024 | US$112.0b | US$76.4b | US$12.8b | 9x | 8.8x | 1.5x |
| Wed, 29 May 2024 | US$112.1b | US$76.4b | US$12.8b | 10.6x | 8.8x | 1.5x |
| Fri, 26 Apr 2024 | US$105.5b | US$72.5b | US$8.7b | 12.3x | 12.2x | 1.5x |
| Sun, 24 Mar 2024 | US$106.0b | US$72.5b | US$8.7b | 11.8x | 12.2x | 1.5x |
| Tue, 20 Feb 2024 | US$103.2b | US$74.8b | US$8.9b | 11.8x | 11.6x | 1.4x |
| Thu, 18 Jan 2024 | US$92.6b | US$72.7b | US$6.9b | 10.2x | 13.4x | 1.3x |
| Sat, 16 Dec 2023 | US$91.6b | US$72.7b | US$6.9b | 10.9x | 13.2x | 1.3x |
| Mon, 13 Nov 2023 | US$81.0b | US$71.7b | US$7.3b | 10.2x | 11.1x | 1.1x |
| Wed, 11 Oct 2023 | US$84.6b | US$73.7b | US$4.5b | 12.2x | 18.6x | 1.1x |
| Fri, 08 Sep 2023 | US$81.5b | US$73.7b | US$4.5b | 12.3x | 18x | 1.1x |
| Sun, 06 Aug 2023 | US$82.7b | US$80.4b | US$8.4b | 10.5x | 9.8x | 1x |
9.8x
How does U.S. Other Diversified Financial Services compare with similar industries?
| US Market | -2.63% | |
| Financials | 0.96% | |
| Diversified Financial | 4.53% | |
| Other Diversified Financial Services | 0.15% | |
| Transaction and Payment Processing Services | 5.26% | |
| Multi-Sector Holdings | 4.14% | |
| Specialized Finance | -0.33% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| APO Apollo Global Management | US$120.25 | 1.1% +US$720.6m | -17.3% | PE60x | |
| CRBG Corebridge Financial | US$31.96 | 3.6% +US$499.3m | -10.1% | PE58.2x | |
| EQH Equitable Holdings | US$48.88 | 3.0% +US$405.4m | -4.8% | PS1.2x | |
| JXN Jackson Financial | US$121.90 | 4.8% +US$392.0m | 39.2% | PS1.4x | |
| VOYA Voya Financial | US$100.27 | 3.6% +US$315.5m | 43.2% | PE14.2x |