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U.S. Diversified Financial Industry Analysis

UpdatedAug 17, 2026
DataAggregated Company Financials
Companies133
  • 7D-0.02%
  • 3M8.9%
  • 1Y0.7%
  • YTD2.1%

The Diversified Financial is pretty flat in the last 7 days, but Rocket Companies has stood out, gaining 5.4%. In line with that, the industry has also been flat over the past 12 months. Looking forward, earnings are forecast to grow by 7.0% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 18 Aug 2026US$2.8tUS$743.2bUS$148.6b18x19x3.8x
Thu, 16 Jul 2026US$2.7tUS$719.5bUS$131.2b15.6x20.9x3.8x
Sat, 13 Jun 2026US$2.6tUS$719.7bUS$131.2b15.1x19.5x3.6x
Mon, 11 May 2026US$2.6tUS$719.4bUS$131.0b17x19.7x3.6x
Wed, 08 Apr 2026US$2.5tUS$711.2bUS$123.6b16x20.5x3.6x
Fri, 06 Mar 2026US$2.7tUS$707.8bUS$122.9b18.6x21.6x3.8x
Sun, 01 Feb 2026US$2.7tUS$700.5bUS$128.4b15.3x20.9x3.8x
Tue, 30 Dec 2025US$2.9tUS$694.9bUS$126.9b13.8x22.5x4.1x
Thu, 27 Nov 2025US$2.8tUS$696.9bUS$127.2b13.6x21.9x4x
Sat, 25 Oct 2025US$2.9tUS$686.5bUS$120.0b16.6x23.9x4.2x
Mon, 22 Sep 2025US$2.9tUS$689.2bUS$120.6b16.8x24.2x4.2x
Wed, 20 Aug 2025US$2.9tUS$686.3bUS$120.7b16x23.7x4.2x
Fri, 18 Jul 2025US$2.8tUS$680.6bUS$141.3b16.5x20x4.1x
Sun, 15 Jun 2025US$2.8tUS$681.0bUS$141.4b15.5x20.1x4.2x
Tue, 13 May 2025US$2.9tUS$678.5bUS$141.1b15.5x20.4x4.2x
Thu, 10 Apr 2025US$2.6tUS$672.3bUS$151.9b15x17.4x3.9x
Sat, 08 Mar 2025US$2.9tUS$673.5bUS$152.4b16.2x18.9x4.3x
Mon, 03 Feb 2025US$2.9tUS$664.6bUS$161.1b17.4x17.8x4.3x
Wed, 01 Jan 2025US$2.8tUS$667.5bUS$160.1b16.9x17.3x4.1x
Fri, 29 Nov 2024US$2.9tUS$667.6bUS$160.1b18.5x18x4.3x
Sun, 27 Oct 2024US$2.7tUS$661.7bUS$127.6b15.3x20.8x4x
Tue, 24 Sep 2024US$2.6tUS$660.8bUS$128.0b16.1x20.5x4x
Thu, 22 Aug 2024US$2.5tUS$660.5bUS$127.8b16x19.7x3.8x
Sat, 20 Jul 2024US$2.5tUS$663.2bUS$131.7b14.5x19x3.8x
Mon, 17 Jun 2024US$2.4tUS$673.5bUS$131.5b13.6x18.2x3.5x
Wed, 15 May 2024US$2.5tUS$673.6bUS$131.5b13.9x18.7x3.7x
Fri, 12 Apr 2024US$2.4tUS$659.1bUS$147.8b14.4x16x3.6x
Sun, 10 Mar 2024US$2.5tUS$663.1bUS$147.4b14.9x16.6x3.7x
Tue, 06 Feb 2024US$2.4tUS$648.8bUS$107.9b17x22.1x3.7x
Thu, 04 Jan 2024US$2.3tUS$648.4bUS$107.0b13.6x21.1x3.5x
Sat, 02 Dec 2023US$2.2tUS$648.6bUS$107.0b13.6x20.6x3.4x
Mon, 30 Oct 2023US$2.0tUS$629.7bUS$109.4b13.4x18x3.1x
Wed, 27 Sep 2023US$2.1tUS$622.7bUS$106.8b12.1x19.7x3.4x
Fri, 25 Aug 2023US$2.1tUS$621.7bUS$106.8b12.9x20x3.4x
Price to Earnings Ratio

20x


Total Market Cap: US$2.1tTotal Earnings: US$106.8bTotal Revenue: US$621.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Diversified Financial Industry Price to Earnings3Y Average 20x202420252026
Current Industry PE
  • Investors are relatively neutral on the American Diversified Financial industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 20.0x.
  • The industry is trading close to its 3-year average PS ratio of 3.9x.
Past Earnings Growth
  • The earnings for companies in the Diversified Financial industry have grown 12% per year over the last three years.
  • Revenues for these companies have grown 6.1% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the U.S. Financials industry?

US Market0.63%
Financials1.21%
Diversified Financial-0.023%
Other Diversified Financial Services7.27%
Transaction and Payment Processing Services1.45%
Specialized Finance0.30%
Multi-Sector Holdings-3.12%
Industry PE
  • Investors are most optimistic about the Other Diversified Financial Services industry which is trading above its 3-year average PE ratio of 31.2x.
    • Analysts are expecting annual earnings growth of 33.3%, which is higher than its past year's earnings growth of 14.8% per year.
Forecasted Growth
  • Analysts are most optimistic on the Other Diversified Financial Services industry, expecting annual earnings growth of 33% over the next 5 years.
  • This is better than its past earnings growth rate of 15% per year.
  • In contrast, the Multi-Sector Holdings industry is expected to see its earnings decline by 7.1% per year over the next few years.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
RKT Rocket CompaniesUS$14.505.4%
+US$2.1b		-18.7%PE87.2x
APO Apollo Global ManagementUS$134.541.9%
+US$1.5b		-3.5%PE42.1x
PYPL PayPal HoldingsUS$60.472.4%
+US$1.2b		-13.0%PE10.6x
GPN Global PaymentsUS$90.384.9%
+US$1.1b		4.6%PE48.4x
XYZ BlockUS$80.201.5%
+US$733.0m		4.5%PE134.9x

Latest News

APO
US$134.54
Apollo Global Management
7D
1.9%
1Y
-3.5%
PYPL
US$60.47
PayPal Holdings
7D
2.4%
1Y
-13.0%
Seeking Alpha • 14h

PayPal Could Be Sold For $70-$80/Share (Rating Upgrade)

Summary PayPal (PYPL) shifts from a turnaround story to an M&A-driven arbitrage opportunity, with ongoing acquisition talks led by Stripe and Advent International. Recent $60.50/share bid was rejected; negotiations continue, with potential upside to $70–80/share if a higher offer materializes, but antitrust risk looms large. Q2 earnings beat expectations, but fundamentals remain shaky: user growth is stagnant, margins are pressured, and cost savings are lower than anticipated. Current valuation offers limited upside at $62/share; optimal entry may be sub-$50, given deal uncertainty and potential volatility ahead. Read the full article on Seeking Alpha
RKT
US$14.50
Rocket Companies
7D
5.4%
1Y
-18.7%
BRK.A
US$747,400.00
Berkshire Hathaway
7D
-5.8%
1Y
4.1%
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CPAY
US$407.62
Corpay
7D
1.7%
1Y
28.8%
STNE
US$9.28
StoneCo
7D
-10.5%
1Y
-39.9%
MA
US$562.26
Mastercard
7D
-0.2%
1Y
-3.7%
Seeking Alpha • Aug 14

Mastercard: A Rare Growth Stock I'm Comfortable Buying At 28.5x Earnings

Summary Mastercard is a global payments leader, offering robust long-term compounding potential and rated a 'Buy' for strong total returns. MA combines double-digit revenue growth, sector-leading margins, and expanding value-added services, supporting its durable moat and GARP profile. Recent issuer wins, fast-growing cybersecurity and network-linked services, and resilient consumer spending underpin MA’s growth trajectory. With an A+ balance sheet, aggressive buybacks, and a forward P/E of 28.5, MA offers quality at a reasonable price. Read the full article on Seeking Alpha
RELY
US$26.30
Remitly Global
7D
13.7%
1Y
32.4%
Narrative Update • Aug 14

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Analysts have lifted the fair value estimate for Remitly Global to $36.00 from $32.73, reflecting a series of higher Street price targets following Q2 revenue and EBITDA beats and updated models that factor in revised growth, margin, and future P/E assumptions. Analyst Commentary Bullish analysts covering Remitly Global have responded to the Q2 revenue and EBITDA beats with a cluster of higher price targets and updated models.
V
US$358.84
Visa
7D
-0.7%
1Y
4.7%
Seeking Alpha • Aug 14

Pershing Square's New Equity Positions In The Card Networks

Summary Earlier this year, we initiated positions in Visa and Mastercard. In our view, Visa and Mastercard are among the highest-quality businesses in the world. With a multi-year runway of double-digit revenue, low-to-mid-teens operating income, and mid-to-high-teens EPS growth, we expect both businesses to generate attractive returns for years to come. Read the full article on Seeking Alpha
XYZ
US$80.20
Block
7D
1.5%
1Y
4.5%
Narrative Update • Aug 13

XYZ: AI Reorganization And Cash App Monetization Will Support Future Upside

Block's analyst price target has been lifted, with the updated fair value estimate moving from $93.23 to $97.60 as analysts factor in recent beat and raise quarters, higher expected profit margins, and continued model updates following strong Q2 results across both Square and Cash App. Analyst Commentary Recent Street research on Block points to a cluster of upward price target revisions, with many firms reacting directly to Q2 performance across Square and Cash App as well as updated guidance.
TOST
US$34.32
Toast
7D
-3.8%
1Y
-19.2%
Narrative Update • Aug 13

TOST: Recurring Gross Profit And SaaS ARPU Will Restore Market Confidence

The analyst fair value estimate for Toast has been raised from $42.19 to $45.00 as analysts update their models to reflect stronger recurring gross profit, higher SaaS ARPU expectations, and Q2 results that came in ahead of prior forecasts. Analyst Commentary Recent research updates show a clear tilt toward a more constructive view on Toast, with multiple bullish analysts revising their models after Q2 results and adjusting price targets higher.
EQH
US$51.13
Equitable Holdings
7D
-2.9%
1Y
-3.5%
Seeking Alpha • Aug 11

Equitable Holdings: Buybacks And Credit Resilience Make Shares Attractive

Summary Equitable Holdings remains a "Strong Buy," supported by robust financials, a favorable rate environment, and the upcoming Corebridge merger. EQH is on track for $1.8 billion cash generation and at least $4.30/share capital returns in 2026, with buybacks reducing share count by 8%. The CRBG merger is expected to deliver $550 million in cost synergies and ~10% EPS accretion by 2027, with minimal regulatory risk. Shares trade at just 7x earnings, with the merger and ongoing buybacks supporting multiple expansion toward the mid-$60s on $8+ run-rate EPS. Read the full article on Seeking Alpha
GPN
US$90.38
Global Payments
7D
4.9%
1Y
4.6%
CRBG
US$33.18
Corebridge Financial
7D
-3.8%
1Y
-2.7%
FIS
US$41.17
Fidelity National Information Services
7D
-3.2%
1Y
-41.0%
CHYM
US$31.45
Chime Financial
7D
1.9%
1Y
4.6%
Narrative Update • Aug 06

CHYM: Future Margins May Struggle To Match Rising Market Optimism

The analyst fair value estimate for Chime Financial has been raised from $21.00 to $22.62, reflecting higher revenue growth and profit margin assumptions along with recent analyst price target increases across the Street. Analyst Commentary Recent Street research on Chime Financial points to generally constructive sentiment, with several firms lifting price targets following the latest Q2 report.