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U.S. Diversified Financial Industry Analysis

UpdatedMar 21, 2026
DataAggregated Company Financials
Companies130
  • 7D-1.5%
  • 3M-11.3%
  • 1Y-12.6%
  • YTD-10.4%

Over the last 7 days, the Diversified Financial industry has dropped 1.5%, driven by a pullback from Berkshire Hathaway of 1.9%. On the other hand Apollo Global Management is actually up 7.2%. However, the industry is down 13% over the past year. As for the next few years, earnings are expected to grow by 7.0% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 21 Mar 2026US$2.5tUS$710.0bUS$118.6b17.6x21.4x3.6x
Mon, 16 Feb 2026US$2.6tUS$706.2bUS$126.0b15.8x20.9x3.7x
Wed, 14 Jan 2026US$2.8tUS$695.3bUS$127.0b14.4x22.4x4.1x
Fri, 12 Dec 2025US$2.8tUS$695.1bUS$126.9b13.6x21.7x4x
Sun, 09 Nov 2025US$2.8tUS$696.6bUS$127.6b13.1x21.8x4x
Tue, 07 Oct 2025US$2.9tUS$687.5bUS$120.0b16.1x24.2x4.2x
Thu, 04 Sep 2025US$2.9tUS$686.6bUS$120.8b16.4x24.2x4.3x
Sat, 02 Aug 2025US$2.8tUS$684.2bUS$142.4b17.2x19.9x4.1x
Mon, 30 Jun 2025US$2.8tUS$681.2bUS$141.4b16.3x19.9x4.1x
Wed, 28 May 2025US$2.9tUS$679.2bUS$141.4b14.9x20.2x4.2x
Fri, 25 Apr 2025US$2.9tUS$672.6bUS$151.9b14x18.9x4.3x
Sun, 23 Mar 2025US$2.9tUS$672.5bUS$151.8b15.5x19.2x4.3x
Tue, 18 Feb 2025US$2.9tUS$669.0bUS$165.8b16.8x17.8x4.4x
Thu, 16 Jan 2025US$2.7tUS$667.6bUS$160.1b19.3x17x4.1x
Sat, 14 Dec 2024US$2.8tUS$667.6bUS$160.1b18x17.6x4.2x
Mon, 11 Nov 2024US$2.8tUS$668.0bUS$160.3b17.7x17.2x4.1x
Wed, 09 Oct 2024US$2.6tUS$660.7bUS$128.0b15.9x20.3x3.9x
Fri, 06 Sep 2024US$2.6tUS$660.7bUS$128.0b16x20.6x4x
Sun, 04 Aug 2024US$2.4tUS$658.2bUS$133.1b14.7x18.2x3.7x
Tue, 02 Jul 2024US$2.4tUS$673.2bUS$131.5b13.4x18.1x3.5x
Thu, 30 May 2024US$2.4tUS$673.6bUS$131.5b13.8x18.2x3.6x
Sat, 27 Apr 2024US$2.4tUS$660.4bUS$148.6b14.4x16.4x3.7x
Mon, 25 Mar 2024US$2.5tUS$663.3bUS$147.6b15.6x17x3.8x
Wed, 21 Feb 2024US$2.4tUS$652.9bUS$110.6b14.3x21.9x3.7x
Fri, 19 Jan 2024US$2.3tUS$648.6bUS$107.0b13.5x21.3x3.5x
Sun, 17 Dec 2023US$2.2tUS$648.6bUS$107.0b14.5x21x3.5x
Tue, 14 Nov 2023US$2.1tUS$647.4bUS$108.6b12.9x19.3x3.2x
Thu, 12 Oct 2023US$2.1tUS$622.6bUS$106.8b12.7x19.7x3.4x
Sat, 09 Sep 2023US$2.2tUS$622.7bUS$106.8b12.4x20.6x3.5x
Mon, 07 Aug 2023US$2.1tUS$610.2bUS$28.3b13.8x75.7x3.5x
Wed, 05 Jul 2023US$2.1tUS$598.0bUS$31.2b11.2x67.8x3.5x
Fri, 02 Jun 2023US$2.0tUS$597.8bUS$31.2b10.5x63.8x3.3x
Sun, 30 Apr 2023US$2.1tUS$585.0bUS$7.0b10.6x291.4x3.5x
Tue, 28 Mar 2023US$1.9tUS$583.4bUS$7.4b11.3x260x3.3x
Price to Earnings Ratio

260x


Total Market Cap: US$1.9tTotal Earnings: US$7.4bTotal Revenue: US$583.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Diversified Financial Industry Price to Earnings3Y Average 34.4x202420252026
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 21.4x which is lower than its 3-year average PE of 34.4x.
  • 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 152% per year over the last three years.
  • Revenues for these companies have grown 6.8% 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-1.86%
Financials0.091%
Diversified Financial-1.49%
Other Diversified Financial Services4.34%
Specialized Finance-0.0083%
Transaction and Payment Processing Services-1.53%
Multi-Sector Holdings-1.93%
Industry PE
  • Investors are most optimistic about the Other Diversified Financial Services industry which is trading above its 3-year average PE ratio of 18.9x.
    • Analysts are expecting annual earnings growth of 29.6%, which is higher than its past year's earnings decline of 2.0% per year.
Forecasted Growth
  • Analysts are most optimistic on the Specialized Finance industry, expecting annual earnings growth of 56% over the next 5 years.
  • This is better than its past earnings growth rate of 10% per year.
  • In contrast, the Multi-Sector Holdings industry is expected to see its earnings decline by 4.7% 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
APO Apollo Global ManagementUS$112.007.2%
+US$4.4b		-21.9%PE18.5x
DLO DLocalUS$12.147.1%
+US$238.3m		28.6%PE18.2x
BMNR Bitmine Immersion TechnologiesUS$20.941.9%
+US$181.9m		208.0%PS1325.3x
FISV FiservUS$57.070.6%
+US$176.5m		-73.8%PE8.8x
VOYA Voya FinancialUS$67.151.4%
+US$83.5m		-1.1%PE10.2x

Latest News

V
US$301.62
Visa
7D
-1.8%
1Y
-10.1%
DLO
US$12.14
DLocal
7D
7.1%
1Y
28.6%

DLO: Future Upside Will Hinge On Cross Border Payments Execution

Analysts trimmed their price expectations for DLocal, with the updated fair value estimate moving from $15.00 to $14.50 as they factor in more measured assumptions for revenue growth, profit margins and future P/E multiples ahead of upcoming earnings. Analyst Commentary Recent Street research around DLocal reflects a more cautious tone, with several bearish analysts trimming price targets ahead of earnings.
FISV
US$57.07
Fiserv
7D
0.6%
1Y
-73.8%

FISV: Merchant Segment Execution And Activist Engagement Will Drive Rebound Potential

Fiserv's updated analyst price target edges higher to $108.32 from $107.62, reflecting modestly revised assumptions around revenue growth, profit margins, and future P/E as analysts balance cautious views on near term banking weakness with steadier expectations for merchant solutions. Analyst Commentary Recent Street research on Fiserv points to a mixed backdrop, but there are clear pockets of optimism that help explain why the updated price target moves slightly higher.
RKT
US$13.65
Rocket Companies
7D
-3.5%
1Y
-3.3%

RKT: Broker Alliance And Preferred Pricing Will Support More Constructive Outlook

Analysts have adjusted their price target on Rocket Companies to $17.20 from $16.13 as they factor in updated assumptions around discount rates, revenue growth, profit margins, and a higher future P/E multiple. What's in the News Rocket Companies and Compass, Inc.
MA
US$496.32
Mastercard
7D
-0.3%
1Y
-7.3%
FIS
US$49.79
Fidelity National Information Services
7D
0.2%
1Y
-32.1%
PAYP
US$19.90
PayPay
7D
-5.9%
1Y
n/a

PayPay: It Is Time To Buy Japan's Fintech Champion

Mar 16
BRK.A
US$720,702.08
Berkshire Hathaway
7D
-1.9%
1Y
-7.8%
CPAY
US$287.46
Corpay
7D
-9.5%
1Y
-17.1%
MQ
US$4.08
Marqeta
7D
2.8%
1Y
-7.7%
APO
US$112.00
Apollo Global Management
7D
7.2%
1Y
-21.9%
VOYA
US$67.15
Voya Financial
7D
1.4%
1Y
-1.1%

VOYA: Retirement Platform Scale And Cash Returns Will Drive Future Upside

Analysts have trimmed their Voya Financial price targets toward the mid $80s, with our fair value estimate edging to $84.70 as they factor in slightly higher discount rates, modestly softer margin assumptions, and ongoing sector wide pressure on life insurer valuations. Analyst Commentary Recent Street research on Voya Financial clusters around price targets in the mid $80s, with a mix of optimistic and cautious views tied to earnings visibility, capital deployment, and sector wide valuation pressure on life insurers.
KLAR
US$12.61
Klarna Group
7D
-20.7%
1Y
n/a
AFRM
US$43.81
Affirm Holdings
7D
-6.5%
1Y
-12.2%

AFRM: BNPL Partnerships And Sector Support Will Drive Future Upside Potential

The analyst price target for Affirm has been revised to $110 from $115, as analysts factor in updated sector multiples, a slightly higher discount rate, and expectations for revenue growth and profit margins, while still viewing the company as a high-quality BNPL name within payments. Analyst Commentary Recent research on Affirm highlights a mix of fresh initiations, reinstatements, and target revisions, with several bullish analysts framing the stock as a higher quality BNPL name within the broader payments and specialty finance groups.
EQH
US$37.35
Equitable Holdings
7D
0.3%
1Y
-28.9%

EQH: Capital Returns Will Support Future Upside Despite Sector Headwinds

Analysts are trimming their price targets on Equitable Holdings, with the updated blended fair value easing to about $60 from roughly $61.50 as they factor in higher discount rates, modestly adjusted long term earnings assumptions, and sector wide valuation pressure on life insurers. Analyst Commentary Recent Street research on Equitable Holdings points to a reset in expectations rather than a change in the overall positive stance.
BMNR
US$20.94
Bitmine Immersion Technologies
7D
1.9%
1Y
208.0%