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U.S. Diversified Financial Industry Analysis

UpdatedJun 29, 2026
DataAggregated Company Financials
Companies134
  • 7D1.8%
  • 3M6.7%
  • 1Y-6.7%
  • YTD-5.1%

Over the last 7 days, the Diversified Financial industry has risen 1.8%, driven by gains in Visa and Berkshire Hathaway of 2.7% and 1.6%, respectively. Meanwhile, Apollo Global Management actually underperformed within the industry, shrinking 14% in the last week. However, the industry is down 6.7% over the past year. As for the next few years, earnings are expected to grow by 8.2% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 29 Jun 2026US$2.7tUS$719.5bUS$131.2b15.4x20.2x3.7x
Wed, 27 May 2026US$2.6tUS$719.5bUS$131.2b17.9x19.8x3.6x
Fri, 24 Apr 2026US$2.6tUS$711.5bUS$123.6b16.5x21x3.6x
Sun, 22 Mar 2026US$2.5tUS$710.0bUS$123.5b17.6x20.5x3.6x
Tue, 17 Feb 2026US$2.6tUS$706.2bUS$126.0b15.8x20.9x3.7x
Thu, 15 Jan 2026US$2.8tUS$695.3bUS$127.0b14.4x21.8x4x
Sat, 13 Dec 2025US$2.8tUS$695.1bUS$126.9b13.6x22.4x4.1x
Mon, 10 Nov 2025US$2.8tUS$696.6bUS$127.6b13.1x21.8x4x
Wed, 08 Oct 2025US$2.9tUS$687.5bUS$120.0b16.3x24.2x4.2x
Fri, 05 Sep 2025US$2.9tUS$686.6bUS$120.8b16.6x24.3x4.3x
Sun, 03 Aug 2025US$2.8tUS$684.2bUS$142.4b17.2x19.7x4.1x
Tue, 01 Jul 2025US$2.9tUS$681.3bUS$141.4b16.3x20.2x4.2x
Thu, 29 May 2025US$2.9tUS$679.2bUS$141.4b14.8x20.5x4.3x
Sat, 26 Apr 2025US$2.9tUS$672.9bUS$152.0b13.6x18.9x4.3x
Mon, 24 Mar 2025US$2.9tUS$672.5bUS$151.8b15.7x19.2x4.3x
Wed, 19 Feb 2025US$2.9tUS$643.1bUS$161.4b16.8x17.7x4.4x
Fri, 17 Jan 2025US$2.8tUS$667.6bUS$160.1b19x17.4x4.2x
Sun, 15 Dec 2024US$2.8tUS$667.6bUS$160.1b18x17.5x4.2x
Tue, 12 Nov 2024US$2.8tUS$668.0bUS$160.3b18x17.2x4.1x
Thu, 10 Oct 2024US$2.6tUS$660.7bUS$128.0b16x20.4x4x
Sat, 07 Sep 2024US$2.6tUS$660.7bUS$128.0b15.6x20.1x3.9x
Mon, 05 Aug 2024US$2.4tUS$658.2bUS$133.1b14.7x18x3.6x
Wed, 03 Jul 2024US$2.4tUS$663.1bUS$131.7b13.7x18x3.6x
Fri, 31 May 2024US$2.4tUS$673.6bUS$131.5b14x18.3x3.6x
Sun, 28 Apr 2024US$2.4tUS$660.4bUS$148.6b14.4x16.4x3.7x
Tue, 26 Mar 2024US$2.5tUS$663.4bUS$147.6b15.3x17x3.8x
Thu, 22 Feb 2024US$2.4tUS$652.9bUS$110.6b14.2x21.9x3.7x
Sat, 20 Jan 2024US$2.3tUS$648.6bUS$107.0b13.5x21.4x3.5x
Mon, 18 Dec 2023US$2.2tUS$648.6bUS$107.0b14.5x21x3.5x
Wed, 15 Nov 2023US$2.1tUS$647.5bUS$108.5b13.6x19.4x3.3x
Fri, 13 Oct 2023US$2.1tUS$622.6bUS$106.8b12.5x19.7x3.4x
Sun, 10 Sep 2023US$2.2tUS$622.7bUS$106.8b12.4x20.3x3.5x
Tue, 08 Aug 2023US$2.2tUS$626.5bUS$107.8b13.5x20.2x3.5x
Thu, 06 Jul 2023US$2.1tUS$597.9bUS$31.2b11x67.9x3.5x
Price to Earnings Ratio

67.9x


Total Market Cap: US$2.1tTotal Earnings: US$31.2bTotal Revenue: US$597.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Diversified Financial Industry Price to Earnings3Y Average 21.8x202420252026
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 21.8x.
  • 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 61% per year over the last three years.
  • Revenues for these companies have grown 6.4% 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 Market-2.52%
Financials0.55%
Diversified Financial1.84%
Transaction and Payment Processing Services2.93%
Multi-Sector Holdings1.57%
Specialized Finance-1.46%
Other Diversified Financial Services-9.44%
Industry PE
  • Investors are most optimistic about the Other Diversified Financial Services industry which is trading above its 3-year average PE ratio of 26.7x.
    • Analysts are expecting annual earnings growth of 33.6%, which is higher than its past year's earnings growth of 13.2% per year.
Forecasted Growth
  • Analysts are most optimistic on the Specialized Finance industry, expecting annual earnings growth of 35% over the next 5 years.
  • This is better than its past earnings growth rate of 8.6% per year.
  • In contrast, the Multi-Sector Holdings industry is expected to see its earnings decline by 2.2% 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
V VisaUS$336.232.7%
+US$16.9b		-3.6%PE28.7x
BRK.A Berkshire HathawayUS$745.14k1.6%
+US$16.6b		1.9%PE14.8x
MA MastercardUS$499.021.9%
+US$8.2b		-9.3%PE28.3x
AFRM Affirm HoldingsUS$79.497.5%
+US$1.9b		16.8%PE69.6x
XYZ BlockUS$77.824.1%
+US$1.8b		16.8%PE57.9x

Latest News

BRK.A
US$745,140.03
Berkshire Hathaway
7D
1.5%
1Y
2.2%
Seeking Alpha • 20h

Berkshire May Just Save You From A Likely Market Crash

Summary Berkshire Hathaway is well-positioned to outperform the S&P 500 during near-term market turbulence, given its defensive portfolio and record $397B cash reserves. BRK.B's limited exposure to speculative AI trades and focus on stable, cash-generating businesses provides downside protection as the S&P 500 shows signs of fragility. The company's cash fortress generates significant interest income and offers flexibility to capitalize on market dislocations, supporting a 'buy' rating. With a low beta and a forward P/E of 24x, BRK.B offers relative stability and modest upside versus the broader market in a volatile environment. Read the full article on Seeking Alpha
AFRM
US$79.49
Affirm Holdings
7D
10.1%
1Y
15.0%
JXN
US$106.74
Jackson Financial
7D
-2.4%
1Y
20.2%
RKT
US$15.00
Rocket Companies
7D
12.4%
1Y
5.8%
Narrative Update • Jun 26

RKT: Housing Headwinds And Servicing Expansion Will Shape A Balanced Outlook

Analysts have updated their view on Rocket Companies with a modest trim in the price target to $16.0 from $16.5. This reflects revised assumptions around revenue growth, profit margins, the discount rate, and future P/E expectations. What's in the News Rising mortgage rates around 6.75% and record median home prices of about US$400,894 are cooling the U.S. housing market, with several weeks of declines in pending home sales and new listings.
MA
US$499.02
Mastercard
7D
3.1%
1Y
-11.2%
V
US$336.23
Visa
7D
2.9%
1Y
-5.3%
Narrative Update • Jun 26

V: AI And Stablecoin Commerce Will Extend Network Strength Despite Fee Headwinds

Visa’s analyst price targets have been adjusted by single digit to low double digit amounts in recent weeks, with some firms raising targets by $9 to $10 and others trimming them by $11 to $50, as analysts reassessed discount rates, long term P/E assumptions and other valuation inputs instead of making major changes to growth or margin expectations. Analyst Commentary Recent Street research on Visa highlights a mix of optimism and caution, with multiple fresh initiations and price target moves clustering around changes to discount rates and long term P/E inputs rather than large shifts in growth forecasts.
VOYA
US$91.14
Voya Financial
7D
-1.3%
1Y
28.4%
Narrative Update • Jun 25

VOYA: Activist Pressure And Q1 Rerating Paths Will Shape Future Outcomes

Analysts have raised their fair value estimate for Voya Financial to $91.83 from $89.55, citing a higher blend of price targets that reflects updated sum-of-the-parts analysis, interest in potential corporate actions, and recent research upgrades that highlight several possible rerating paths for the stock. Analyst Commentary Recent research on Voya Financial points to a more constructive tone overall, with several bullish analysts raising price targets and focusing on potential rerating paths, while a smaller group highlights execution risks around earnings and business mix.
APO
US$118.29
Apollo Global Management
7D
-12.5%
1Y
-16.6%
TOST
US$27.08
Toast
7D
11.6%
1Y
-38.9%
Seeking Alpha • Jun 25

Toast: 26% ARR Growth And The Market Still Isn't Impressed

Summary Toast has declined 32% since my last bullish thesis. I acknowledge the bull case has not played out as expected in recent months. Recent performance challenges the prior investment thesis and warrants reassessment. Investors should closely monitor TOST for signs of stabilization or further downside. Read the full article on Seeking Alpha
CRBG
US$28.61
Corebridge Financial
7D
-1.7%
1Y
-19.4%
Narrative Update • Jun 25

CRBG: Index Inclusion And Capital Returns Will Support Future Earnings Resilience

Analysts have nudged their blended price target for Corebridge Financial slightly lower to $34.75 from $35, reflecting a modest reset in fair value alongside updated assumptions on discount rates, revenue growth, profit margins, and future P/E multiples following recent Street research. Analyst Commentary Recent research on Corebridge Financial shows a mix of optimism and caution, with price targets moving in both directions as analysts reassess valuation, execution risk, and potential growth drivers.
PYPL
US$44.29
PayPal Holdings
7D
4.6%
1Y
-40.4%
XYZ
US$77.82
Block
7D
6.5%
1Y
14.6%
CPAY
US$332.48
Corpay
7D
-4.2%
1Y
0.2%
Narrative Update • Jun 25

CPAY: Capital Returns And Simplification Efforts Will Drive Future Repricing

Analysts have lifted their average price target on Corpay to about $450, an increase of roughly $75, citing greater confidence in the company's ability to sustain growth, simplify its operations, and return capital to shareholders. Analyst Commentary Recent research on Corpay points to a mixed but generally constructive backdrop, with several bullish analysts highlighting potential for execution on growth and capital returns, while more cautious voices focus on prior target cuts and the risk that expectations may already be demanding.
NATL
US$43.23
NCR Atleos
7D
-0.9%
1Y
46.3%
EQH
US$44.00
Equitable Holdings
7D
-2.2%
1Y
-21.6%
Narrative Update • Jun 22

EQH: Corebridge Merger And Capital Returns Set To Support Share Upside

Analysts have nudged the Equitable Holdings fair value estimate higher in line with recent Street price target moves, including UBS lifting its target to $63 from $58, reflecting updated assumptions around discount rates, revenue growth and future P/E expectations. Analyst Commentary Street research around Equitable Holdings has been active, with several firms revisiting their assumptions on discount rates, growth expectations and target P/E multiples.
DLO
US$12.69
DLocal
7D
-0.8%
1Y
10.5%
Narrative Update • Jun 15

DLO: Future Upside Will Follow Buybacks And Scaling Cross Border Volumes

Analysts have reduced their DLocal price target by $0.30 to $17.35. This reflects updated views on discount rates, revenue growth, profit margins and future P/E assumptions following recent research that balances optimism on volumes with caution around operating expenses.