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U.S. Diversified Financial Industry Analysis

UpdatedJun 01, 2026
DataAggregated Company Financials
Companies135
  • 7D-0.9%
  • 3M-0.6%
  • 1Y-10.8%
  • YTD-7.6%

The Diversified Financial is pretty flat in the last 7 days, but Block has stood out, gaining 11%. As for the longer term, the industry has declined 11% in the last year. Looking forward, earnings are forecast to grow by 8.3% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 01 Jun 2026US$2.6tUS$719.5bUS$131.2b17.7x19.7x3.6x
Wed, 29 Apr 2026US$2.6tUS$711.6bUS$123.5b16.9x20.9x3.6x
Fri, 27 Mar 2026US$2.5tUS$710.3bUS$123.6b17.3x20.5x3.6x
Sun, 22 Feb 2026US$2.7tUS$705.9bUS$124.7b17.8x21.3x3.8x
Tue, 20 Jan 2026US$2.8tUS$695.3bUS$126.9b14.5x21.8x4x
Thu, 18 Dec 2025US$2.8tUS$695.0bUS$126.9b13.6x22.4x4.1x
Sat, 15 Nov 2025US$2.8tUS$696.8bUS$127.4b13.2x22.1x4x
Mon, 13 Oct 2025US$2.8tUS$687.3bUS$120.0b15.7x23.5x4.1x
Wed, 10 Sep 2025US$2.9tUS$686.6bUS$120.8b16.5x24x4.2x
Fri, 08 Aug 2025US$2.8tUS$686.0bUS$121.4b17.9x23.2x4.1x
Sun, 06 Jul 2025US$2.9tUS$675.6bUS$141.3b16.4x20.3x4.2x
Tue, 03 Jun 2025US$2.9tUS$679.2bUS$141.4b14.7x20.6x4.3x
Thu, 01 May 2025US$2.9tUS$676.1bUS$152.2b14.3x19.1x4.3x
Sat, 29 Mar 2025US$3.0tUS$672.5bUS$151.8b15.3x19.6x4.4x
Mon, 24 Feb 2025US$2.9tUS$670.1bUS$169.9b14.6x17x4.3x
Wed, 22 Jan 2025US$2.8tUS$667.6bUS$160.1b19.2x17.6x4.2x
Fri, 20 Dec 2024US$2.7tUS$667.6bUS$160.0b17.4x17.1x4.1x
Sun, 17 Nov 2024US$2.8tUS$668.0bUS$160.2b18.8x17.5x4.2x
Tue, 15 Oct 2024US$2.7tUS$660.7bUS$128.0b16.2x20.7x4x
Thu, 12 Sep 2024US$2.6tUS$660.6bUS$127.9b15.3x20.2x3.9x
Sat, 10 Aug 2024US$2.4tUS$660.3bUS$127.7b14.9x19x3.7x
Mon, 08 Jul 2024US$2.4tUS$663.3bUS$131.7b13.9x18.3x3.6x
Wed, 05 Jun 2024US$2.4tUS$673.6bUS$131.5b13.9x18.4x3.6x
Fri, 03 May 2024US$2.4tUS$663.9bUS$150.2b14.9x15.8x3.6x
Sun, 31 Mar 2024US$2.5tUS$657.0bUS$147.9b16.2x17.1x3.8x
Tue, 27 Feb 2024US$2.5tUS$663.4bUS$147.7b16.3x16.7x3.7x
Thu, 25 Jan 2024US$2.3tUS$648.7bUS$107.0b14.8x21.8x3.6x
Sat, 23 Dec 2023US$2.3tUS$648.7bUS$107.0b14.2x21.1x3.5x
Mon, 20 Nov 2023US$2.1tUS$647.4bUS$107.4b14x20x3.3x
Wed, 18 Oct 2023US$2.1tUS$623.6bUS$107.0b12.7x19.7x3.4x
Fri, 15 Sep 2023US$2.2tUS$622.8bUS$106.8b12.7x20.7x3.6x
Sun, 13 Aug 2023US$2.2tUS$620.8bUS$106.0b13.2x20.4x3.5x
Tue, 11 Jul 2023US$2.1tUS$597.9bUS$31.2b11.5x67.7x3.5x
Thu, 08 Jun 2023US$2.0tUS$597.9bUS$31.2b10.8x65.6x3.4x
Price to Earnings Ratio

65.6x


Total Market Cap: US$2.0tTotal 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 22.9x202420252026
Current Industry PE
  • Investors are pessimistic on the American Diversified Financial industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 19.7x which is lower than its 3-year average PE of 22.9x.
  • 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 Market1.58%
Financials-0.41%
Diversified Financial-0.85%
Specialized Finance1.30%
Transaction and Payment Processing Services0.23%
Other Diversified Financial Services-0.80%
Multi-Sector Holdings-2.43%
Industry PE
  • Investors are most optimistic about the Other Diversified Financial Services industry which is trading above its 3-year average PE ratio of 23.5x.
    • Analysts are expecting annual earnings growth of 33.4%, which is higher than its past year's earnings growth of 9.7% 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
XYZ BlockUS$75.7211.2%
+US$4.5b		22.6%PE55.8x
AFRM Affirm HoldingsUS$73.6512.9%
+US$2.8b		41.9%PE64.5x
RKT Rocket CompaniesUS$14.515.2%
+US$2.0b		13.8%PE171.8x
TOST ToastUS$26.0312.4%
+US$1.7b		-38.3%PE36.6x
CPAY CorpayUS$361.804.0%
+US$908.5m		11.3%PE20.2x

Latest News

XYZ
US$75.72
Block
7D
11.2%
1Y
22.6%
CPAY
US$361.80
Corpay
7D
4.0%
1Y
11.3%
FISV
US$56.56
Fiserv
7D
-1.0%
1Y
-65.1%
Narrative Update • May 30

FISV: Future Upside Will Rely On AI Execution And Margin Expansion

Analysts trimmed the Fiserv price target by about $15 to align with lower near term revenue assumptions after Q1 and a broad reset across the group, while still pointing to improving merchant feedback and slightly higher margin expectations in their updated models. Analyst Commentary Bullish Takeaways Bullish analysts see the updated models, including the US$65 price target from Morgan Stanley and the US$60 target from BMO, as reflecting a more balanced view of valuation that factors in recent revenue resets while still assigning value to Fiserv’s scale in payments and merchant acquiring.
GPN
US$75.51
Global Payments
7D
3.1%
1Y
0.8%
V
US$326.36
Visa
7D
-0.8%
1Y
-10.7%
Seeking Alpha • May 29

Visa: A Future Dividend Aristocrat To Buy Now

Summary Visa remains on track to become a dividend aristocrat in 2033, with its 18th consecutive year of dividend hikes around the corner. The company handily beat the analyst consensus for net revenue and adjusted diluted EPS in Q2 2026. As of March 31, 2026, Visa’s net debt was just $10.1 billion. The stock is trading at a 24% discount to my fair value estimate. Visa could be primed to deliver a 34% upside by the end of June 2027 and 17% annual total returns through FY 2031. Read the full article on Seeking Alpha
RKT
US$14.51
Rocket Companies
7D
5.2%
1Y
15.9%
Narrative Update • May 29

RKT: Steady Assumptions And Filing Delay Will Support Future Upside Potential

Rocket Companies’ analyst price target is now $20.05, with analysts citing steady assumptions around revenue growth, profit margin, and a future P/E of about 33.9x as the basis for keeping the valuation view unchanged. What's in the News Rocket Companies disclosed that it will not be able to file its next Form 10-Q with the SEC by the required deadline on 05/12/2026.
AFRM
US$73.65
Affirm Holdings
7D
12.9%
1Y
41.9%
RELY
US$20.02
Remitly Global
7D
-7.2%
1Y
-6.3%
BRK.A
US$710,900.00
Berkshire Hathaway
7D
-2.4%
1Y
-5.8%
Seeking Alpha • May 27

Berkshire Hathaway: The Fortress Is Getting Expensive To Defend

Summary Berkshire Hathaway Inc. reported Q1 operating earnings up 17.7% Y/Y, but cash drag and equity book rotation constrain upside. Abel's stewardship emphasizes a "core four" equity portfolio and strategic cash moat, with increased Japan exposure but limited transformative deployment. Share buybacks remain modest, and the unresolved Buffett estate overhang continues to cap BRK's valuation multiple. I reiterate a Hold rating on BRK, with a $519/share target and only 6.8% upside, as BRK is no longer positioned for outperformance versus the S&P 500. Read the full article on Seeking Alpha
SEZL
US$118.15
Sezzle
7D
14.9%
1Y
5.0%
MA
US$493.98
Mastercard
7D
-0.9%
1Y
-15.0%
TOST
US$26.03
Toast
7D
12.4%
1Y
-38.3%
Seeking Alpha • May 24

Toast: Impressive Sales Trends In A Tough Restaurant Macro

Summary Toast remains a compelling buy amid market rotation, with misunderstood growth and oversold shares despite robust fundamentals. TOST trades at 14.5x EV/FY26 adjusted EBITDA, with EBITDA growing over 30% y/y and stock-based comp declining to under 2% of market cap. Q1 revenue grew 22% y/y to $1.63B, showing no deceleration despite industry headwinds; 7k new paid locations added, up 22% y/y. Toast IQ and Toast Local are driving ARR up 26% y/y to $2.15B, with strong traction in marketing tools and expansion beyond restaurants. Read the full article on Seeking Alpha
EQH
US$41.35
Equitable Holdings
7D
-2.9%
1Y
-21.5%
KLAR
US$18.29
Klarna Group
7D
10.4%
1Y
n/a
FIS
US$42.99
Fidelity National Information Services
7D
-1.3%
1Y
-45.6%
CRBG
US$27.00
Corebridge Financial
7D
-2.7%
1Y
-17.2%