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U.S. Specialized Finance Industry Analysis

UpdatedJun 26, 2026
DataAggregated Company Financials
Companies25
  • 7D-2.3%
  • 3M8.4%
  • 1Y12.9%
  • YTDn/a

Over the last 7 days, the Specialized Finance industry has dropped 2.3%, driven by a pullback from Burford Capital of 9.7%. Over the past 12 months, the industry was up 13%. As for the next few years, earnings are expected to grow by 32% per annum.

Industry Valuation and Performance

Has the U.S. Specialized Finance Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 26 Jun 2026US$9.0bUS$994.2m-US$150,047,726.9510.3x-59.9x9x
Sun, 24 May 2026US$9.0bUS$993.8m-US$145,607,167.329.2x-61.5x9x
Tue, 21 Apr 2026US$10.1bUS$1.4bUS$40.3m17.5x251.5x7.4x
Thu, 19 Mar 2026US$10.1bUS$1.4bUS$12.1m15.7x833.7x7.1x
Sat, 14 Feb 2026US$10.7bUS$1.5bUS$239.8m16.3x44.6x7.1x
Mon, 12 Jan 2026US$10.8bUS$1.5bUS$346.9m11.5x31.2x7.2x
Wed, 10 Dec 2025US$10.6bUS$1.5bUS$345.8m11.3x30.7x7x
Fri, 07 Nov 2025US$9.7bUS$1.5bUS$338.4m17.4x28.8x6.6x
Sun, 05 Oct 2025US$10.5bUS$1.4bUS$480.4m10.5x21.9x7.5x
Tue, 02 Sep 2025US$10.4bUS$1.5bUS$524.1m11.5x19.9x7.1x
Thu, 31 Jul 2025US$9.0bUS$1.5bUS$464.6m19.1x19.5x5.9x
Sat, 28 Jun 2025US$8.4bUS$1.5bUS$464.5m11.5x18.2x5.5x
Mon, 26 May 2025US$8.4bUS$1.5bUS$464.5m11.8x18.1x5.5x
Wed, 23 Apr 2025US$5.1bUS$764.3mUS$378.1m8.1x13.5x6.7x
Fri, 21 Mar 2025US$5.8bUS$864.3mUS$353.6m8.3x16.5x6.8x
Sun, 16 Feb 2025US$5.8bUS$1.0bUS$425.5m8.8x13.6x5.5x
Tue, 14 Jan 2025US$5.6bUS$1.0bUS$449.3m8.7x12.4x5.3x
Thu, 12 Dec 2024US$6.1bUS$977.3mUS$475.0m9.1x12.7x6.2x
Sat, 09 Nov 2024US$6.1bUS$1.0bUS$488.9m7.8x12.5x5.8x
Mon, 07 Oct 2024US$6.3bUS$966.5mUS$553.2m6.9x11.4x6.5x
Wed, 04 Sep 2024US$6.0bUS$966.5mUS$553.2m7.5x10.9x6.2x
Fri, 02 Aug 2024US$6.2bUS$943.1mUS$506.4m8.1x12.2x6.5x
Sun, 30 Jun 2024US$2.9bUS$11.1bUS$326.6m7.7x9x0.3x
Tue, 28 May 2024US$3.1bUS$11.1bUS$327.1m8.5x9.5x0.3x
Thu, 25 Apr 2024US$3.1bUS$10.7bUS$292.0m7.9x10.6x0.3x
Sat, 23 Mar 2024US$2.9bUS$10.7bUS$249.2m7x11.5x0.3x
Mon, 19 Feb 2024US$2.5bUS$10.6bUS$119.3m6.3x20.9x0.2x
Wed, 17 Jan 2024US$2.6bUS$10.5bUS$141.5m5.9x18.4x0.2x
Fri, 15 Dec 2023US$2.6bUS$10.4bUS$147.0m6.1x17.9x0.3x
Sun, 12 Nov 2023US$2.4bUS$10.4bUS$166.1m5.9x14.6x0.2x
Tue, 10 Oct 2023US$2.6bUS$9.8bUS$166.7m7.8x15.7x0.3x
Thu, 07 Sep 2023US$2.8bUS$9.8bUS$165.5m7.8x16.7x0.3x
Sat, 05 Aug 2023US$2.8bUS$8.7bUS$185.1m6.3x15.1x0.3x
Mon, 03 Jul 2023US$2.5bUS$8.7bUS$128.4m6.3x19.5x0.3x
Price to Earnings Ratio

19.5x


Total Market Cap: US$2.5bTotal Earnings: US$128.4mTotal Revenue: US$8.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Specialized Finance Industry Price to Earnings3Y Average -16.1x202420252026
Current Industry PE
  • Investors are optimistic on the American Specialized Finance industry, and appear confident in long term growth rates.
  • The 3-year average PS ratio of 4.5x is lower than the industry's current PS ratio of 9.0x.
Past Earnings Growth
  • Total earnings for the Specialized Finance industry have declined over the last three years, with the industry now making a loss overall.
  • Revenues have also declined 52% per year, which is driving profits down.

Industry Comparison

How does U.S. Specialized Finance compare with similar industries?

US Market-2.68%
Financials0.038%
Diversified Financial-0.016%
Specialized Finance-2.29%
Transaction and Payment Processing Services0.58%
Multi-Sector Holdings-0.029%
Other Diversified Financial Services-8.32%
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
BLX BladexUS$61.942.9%
+US$65.5m		50.1%PE10.3x
HASI HA Sustainable Infrastructure CapitalUS$39.180.3%
+US$15.3m		41.1%PE92.8x
MLCI Mount Logan CapitalUS$3.4122.7%
+US$7.0m		n/aPS1x

Latest News

BUR
US$4.09
Burford Capital
7D
-9.7%
1Y
-64.7%
Narrative Update • Jun 25

BUR: Stable Assumptions And Ongoing Buybacks Will Support Future Price Upside

Analysts have kept their $8.67 average price target for Burford Capital broadly unchanged, citing stable assumptions for fair value, discount rate, revenue growth, profit margin and future P/E in their latest models. What’s in the News for Burford Capital Burford Capital reported that from January 1, 2026 to March 31, 2026, it repurchased 475,000 shares for £3.93 million, representing 0.22% of its shares, under its existing buyback programme.
HASI
US$39.18
HA Sustainable Infrastructure Capital
7D
0.3%
1Y
41.1%
FTFT
US$0.66
Future FinTech Group
7D
-7.8%
1Y
-84.7%
BLX
US$61.94
Bladex
7D
2.9%
1Y
50.1%
ACTG
US$4.70
Acacia Research
7D
-3.3%
1Y
29.8%
Seeking Alpha • Jun 15

Acacia Research: Hold On, But A Better Buy At Lower Prices

Summary Acacia Research Corporation has rallied in recent months, narrowing the spread between trading price and underlying value. It's unclear whether further patent monetization is just around the corner, but ACTG catalysts related to the company's Benchmark Energy and Deflecto segments could drive a further surge. That said, you may want to wait for a pullback before adding to or initiating a position. Investors may also want to consider an approach that entails trading around a position, rather than making ACTG a straight-up "buy and hold." Read the full article on Seeking Alpha
SUIG
US$1.17
SUI Group Holdings
7D
-13.7%
1Y
-37.4%
MLCI
US$3.41
Mount Logan Capital
7D
22.7%
1Y
n/a
SHFS
US$0.23
SHF Holdings
7D
-5.2%
1Y
-89.3%
DXF
US$0.39
Eason Technology
7D
-37.3%
1Y
-91.8%