Narrative Update • Aug 09

Over the last 7 days, the Specialized Finance industry has risen 2.8%, driven by gains from HA Sustainable Infrastructure Capital of 5.4%. This means that the industry has gained 7.0% over the past year. Looking forward, earnings are forecast to grow by 30% annually.
Has the U.S. Specialized Finance Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 10 Aug 2026 | US$9.3b | US$967.9m | -US$127,946,800.85 | 6.9x | -72.8x | 9.6x |
| Wed, 08 Jul 2026 | US$10.5b | US$854.4m | -US$145,301,291.83 | 9.5x | -72.6x | 12.3x |
| Fri, 05 Jun 2026 | US$8.9b | US$993.8m | -US$145,611,044.35 | 9.3x | -60.9x | 8.9x |
| Sun, 03 May 2026 | US$10.3b | US$1.5b | US$60.2m | 18.2x | 170.2x | 7.1x |
| Tue, 31 Mar 2026 | US$9.0b | US$1.4b | -US$12,548,413.70 | 14.1x | -715x | 6.4x |
| Thu, 26 Feb 2026 | US$10.4b | US$1.5b | US$242.0m | 16.4x | 42.8x | 6.9x |
| Sat, 24 Jan 2026 | US$10.7b | US$1.5b | US$346.8m | 11.6x | 30.9x | 7.1x |
| Mon, 22 Dec 2025 | US$10.6b | US$1.5b | US$347.6m | 11.3x | 30.5x | 7x |
| Wed, 19 Nov 2025 | US$10.3b | US$1.5b | US$408.2m | 11.3x | 25.1x | 6.8x |
| Fri, 17 Oct 2025 | US$10.4b | US$1.4b | US$480.0m | 10.7x | 21.7x | 7.4x |
| Sun, 14 Sep 2025 | US$13.6b | US$1.6b | US$678.2m | 11.7x | 20x | 8.4x |
| Tue, 12 Aug 2025 | US$9.4b | US$1.5b | US$561.8m | 13.9x | 16.7x | 6.3x |
| Thu, 10 Jul 2025 | US$9.0b | US$1.5b | US$464.5m | 13.1x | 19.4x | 5.9x |
| Sat, 07 Jun 2025 | US$8.4b | US$1.5b | US$464.5m | 12x | 18.2x | 5.5x |
| Mon, 05 May 2025 | US$5.5b | US$800.0m | US$321.9m | 12.1x | 17x | 6.8x |
| Wed, 02 Apr 2025 | US$5.7b | US$796.3m | US$379.4m | 7.7x | 15.1x | 7.2x |
| Fri, 28 Feb 2025 | US$5.9b | US$1.0b | US$426.0m | 8.4x | 13.9x | 5.7x |
| Sun, 26 Jan 2025 | US$5.6b | US$1.0b | US$449.2m | 8.8x | 12.6x | 5.4x |
| Tue, 24 Dec 2024 | US$5.7b | US$1.0b | US$449.2m | 9x | 12.7x | 5.5x |
| Thu, 21 Nov 2024 | US$5.6b | US$977.5m | US$475.0m | 9x | 11.9x | 5.8x |
| Sat, 19 Oct 2024 | US$6.4b | US$966.5m | US$553.2m | 7.1x | 11.7x | 6.7x |
| Mon, 16 Sep 2024 | US$6.2b | US$966.5m | US$553.2m | 7.3x | 11.3x | 6.5x |
| Wed, 14 Aug 2024 | US$5.6b | US$970.0m | US$533.6m | 6.5x | 10.5x | 5.8x |
| Fri, 12 Jul 2024 | US$5.6b | US$927.5m | US$493.3m | 8.7x | 11.3x | 6x |
| Sun, 09 Jun 2024 | US$2.9b | US$11.1b | US$327.1m | 8x | 9x | 0.3x |
| Tue, 07 May 2024 | US$3.2b | US$10.8b | US$322.8m | 8.5x | 9.9x | 0.3x |
| Thu, 04 Apr 2024 | US$3.0b | US$10.7b | US$300.0m | 7.3x | 9.9x | 0.3x |
| Sat, 02 Mar 2024 | US$2.6b | US$10.6b | US$134.6m | 6.4x | 19.5x | 0.2x |
| Mon, 29 Jan 2024 | US$2.6b | US$10.5b | US$141.5m | 5.9x | 18.1x | 0.2x |
| Wed, 27 Dec 2023 | US$2.7b | US$10.5b | US$141.5m | 6x | 18.8x | 0.3x |
| Fri, 24 Nov 2023 | US$2.6b | US$10.4b | US$145.9m | 6x | 17.6x | 0.2x |
| Sun, 22 Oct 2023 | US$2.5b | US$9.8b | US$166.0m | 7.8x | 15x | 0.3x |
| Tue, 19 Sep 2023 | US$2.8b | US$9.8b | US$165.5m | 8x | 16.6x | 0.3x |
| Thu, 17 Aug 2023 | US$2.8b | US$8.8b | US$160.4m | 8x | 17.4x | 0.3x |
17.4x
How does U.S. Specialized Finance compare with similar industries?
| US Market | 2.74% | |
| Financials | 0.52% | |
| Diversified Financial | 0.19% | |
| Specialized Finance | 2.79% | |
| Multi-Sector Holdings | 1.54% | |
| Other Diversified Financial Services | 1.33% | |
| Transaction and Payment Processing Services | -1.05% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| HASI HA Sustainable Infrastructure Capital | US$40.57 | 5.2% +US$260.2m | 58.1% | PE61.8x | |
| ACTG Acacia Research | US$4.77 | 3.0% +US$18.3m | 45.0% | PS1.7x | |
| BUR Burford Capital | US$4.28 | 0.7% +US$6.6m | -68.2% | PB1.1x | |
| DXF Eason Technology | US$0.49 | 8.1% +US$119.1k | -88.3% | PS1.4x |