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U.S. Diversified Financial Industry Analysis

UpdatedMay 23, 2026
DataAggregated Company Financials
Companies135
  • 7D0.7%
  • 3M-1.6%
  • 1Y-8.5%
  • YTD-6.8%

In the last week, the Diversified Financial industry is flat overall, with Apollo Global Management standing out by going down 5.1%. Unfortunately though, the industry is down 8.5% over the past 12 months. Looking forward, earnings are forecast to grow by 8.1% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 23 May 2026US$2.6tUS$719.5bUS$131.2b17.9x19.8x3.6x
Mon, 20 Apr 2026US$2.6tUS$711.5bUS$123.6b18x21.3x3.7x
Wed, 18 Mar 2026US$2.6tUS$710.1bUS$123.5b17.6x21x3.6x
Fri, 13 Feb 2026US$2.7tUS$705.9bUS$126.1b15.3x21.4x3.8x
Sun, 11 Jan 2026US$2.9tUS$695.3bUS$127.0b15x22.6x4.1x
Tue, 09 Dec 2025US$2.8tUS$695.5bUS$127.1b13.4x21.8x4x
Thu, 06 Nov 2025US$2.8tUS$694.5bUS$127.1b15.2x21.8x4x
Sat, 04 Oct 2025US$2.9tUS$686.8bUS$120.0b16.5x24x4.2x
Mon, 01 Sep 2025US$3.0tUS$686.6bUS$120.8b16.9x24.4x4.3x
Wed, 30 Jul 2025US$2.9tUS$681.5bUS$141.5b17.9x20.3x4.2x
Fri, 27 Jun 2025US$2.8tUS$681.2bUS$141.4b16.5x20.1x4.2x
Sun, 25 May 2025US$2.9tUS$679.2bUS$141.4b14.5x20.2x4.2x
Tue, 22 Apr 2025US$2.8tUS$672.3bUS$152.0b13.6x18.5x4.2x
Thu, 20 Mar 2025US$2.9tUS$672.6bUS$151.8b15.8x19.2x4.3x
Sat, 15 Feb 2025US$2.9tUS$669.1bUS$165.8b16.7x17.8x4.4x
Mon, 13 Jan 2025US$2.7tUS$667.5bUS$160.1b18.4x16.8x4x
Wed, 11 Dec 2024US$2.8tUS$667.6bUS$160.1b18.5x17.5x4.2x
Fri, 08 Nov 2024US$2.8tUS$666.6bUS$159.9b17.6x17.3x4.2x
Sun, 06 Oct 2024US$2.6tUS$660.8bUS$128.0b16x20.6x4x
Tue, 03 Sep 2024US$2.6tUS$660.6bUS$128.0b16.6x20.6x4x
Thu, 01 Aug 2024US$2.5tUS$667.1bUS$132.9b16x18.7x3.7x
Sat, 29 Jun 2024US$2.4tUS$673.3bUS$131.5b13.4x18.2x3.5x
Mon, 27 May 2024US$2.4tUS$673.7bUS$131.6b14x18.4x3.6x
Wed, 24 Apr 2024US$2.5tUS$659.5bUS$148.0b14.5x16.6x3.7x
Fri, 22 Mar 2024US$2.5tUS$663.4bUS$147.6b15.5x17.2x3.8x
Sun, 18 Feb 2024US$2.4tUS$652.9bUS$110.6b14.3x22.1x3.7x
Tue, 16 Jan 2024US$2.3tUS$648.5bUS$107.0b13.3x21.3x3.5x
Thu, 14 Dec 2023US$2.2tUS$648.6bUS$107.0b14.1x20.9x3.4x
Sat, 11 Nov 2023US$2.1tUS$647.1bUS$108.5b12.9x19.1x3.2x
Mon, 09 Oct 2023US$2.1tUS$622.5bUS$106.8b12.4x19.5x3.4x
Wed, 06 Sep 2023US$2.2tUS$621.6bUS$106.8b12.5x20.5x3.5x
Fri, 04 Aug 2023US$2.2tUS$610.1bUS$30.1b13.8x71.7x3.5x
Sun, 02 Jul 2023US$2.1tUS$598.0bUS$31.2b11.2x67.5x3.5x
Tue, 30 May 2023US$2.0tUS$597.8bUS$31.2b10.5x63.4x3.3x
Price to Earnings Ratio

63.4x


Total Market Cap: US$2.0tTotal Earnings: US$31.2bTotal Revenue: US$597.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Diversified Financial Industry Price to Earnings3Y Average 23.3x202420252026
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 19.8x which is lower than its 3-year average PE of 23.3x.
  • The industry is trading close to its 3-year average PS ratio of 3.8x.
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 Market1.01%
Financials1.25%
Diversified Financial0.73%
Transaction and Payment Processing Services1.10%
Multi-Sector Holdings0.66%
Specialized Finance0.072%
Other Diversified Financial Services-3.34%
Industry PE
  • Investors are most optimistic about the Other Diversified Financial Services industry which is trading above its 3-year average PE ratio of 22.5x.
    • Analysts are expecting annual earnings growth of 33.5%, 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
BRK.A Berkshire HathawayUS$728.64k0.7%
+US$6.9b		-3.4%PE14.5x
V VisaUS$328.881.0%
+US$5.9b		-7.0%PE28.1x
MA MastercardUS$498.540.9%
+US$3.8b		-11.5%PE28.3x
GPN Global PaymentsUS$73.268.4%
+US$1.6b		-1.1%PE31.8x
CPAY CorpayUS$347.906.0%
+US$1.3b		7.3%PE19.4x

Latest News

APO
US$128.51
Apollo Global Management
7D
-5.1%
1Y
-1.8%
FISV
US$57.13
Fiserv
7D
3.3%
1Y
-64.1%
RKT
US$13.79
Rocket Companies
7D
3.3%
1Y
8.8%
FIS
US$43.56
Fidelity National Information Services
7D
4.2%
1Y
-44.3%
PYPL
US$44.23
PayPal Holdings
7D
-0.4%
1Y
-36.7%
GPN
US$73.26
Global Payments
7D
8.4%
1Y
-1.1%
XYZ
US$68.08
Block
7D
-3.2%
1Y
15.9%
Narrative Update • May 20

XYZ: AI Driven Workforce Reset Should Support Future Earnings Power Repricing

Block's analyst fair value estimate has inched up by about $1 to $112.45, as analysts factor in higher expected revenue growth and profit margins, along with a slightly lower discount rate and more conservative future P/E assumptions following recent price target increases across the Street. Analyst Commentary Recent Street research skewed toward positive reassessments of Block, with a series of target hikes, upgrades, and new coverage pointing to improving confidence in execution and earnings power.
CPAY
US$347.90
Corpay
7D
6.0%
1Y
7.3%
Narrative Update • May 20

CPAY: Raised Profitability Assumptions And Blockchain Expansion Will Support Future Rerating

Analysts have raised the Corpay price target by about $10 to $390, reflecting updated assumptions that include a slightly lower discount rate, a modestly higher profit margin, and a reduced future P/E multiple, while also taking into account recent supportive research coverage and new initiations on the stock. Analyst Commentary Recent research on Corpay reflects a mix of optimistic and more cautious views, with several price target revisions and a new initiation that help frame how analysts are thinking about the stock's valuation, execution, and growth profile.
MA
US$498.54
Mastercard
7D
0.9%
1Y
-11.5%
BRK.A
US$728,641.00
Berkshire Hathaway
7D
0.7%
1Y
-3.4%
V
US$328.88
Visa
7D
1.0%
1Y
-7.0%
AFRM
US$65.22
Affirm Holdings
7D
-0.9%
1Y
32.3%
JXN
US$106.95
Jackson Financial
7D
-2.6%
1Y
32.2%
RELY
US$21.58
Remitly Global
7D
-4.5%
1Y
-3.4%
PAY
US$23.45
Paymentus Holdings
7D
-3.4%
1Y
-36.9%
PAYP
US$19.11
PayPay
7D
-0.9%
1Y
n/a