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U.S. Diversified Financial Industry Analysis

UpdatedApr 16, 2026
DataAggregated Company Financials
Companies128
  • 7D1.7%
  • 3M-5.8%
  • 1Y-6.8%
  • YTD-7.3%

Visa is up 2.2%, leading the way for the Diversified Financial industry, which has gained 1.7%. In contrast, the industry has lost 6.8% in the last 12 months. Looking forward, earnings are forecast to grow by 7.3% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 16 Apr 2026US$2.6tUS$711.5bUS$123.5b17.3x20.9x3.6x
Sat, 14 Mar 2026US$2.6tUS$709.9bUS$123.5b17.6x20.7x3.6x
Mon, 09 Feb 2026US$2.7tUS$701.0bUS$128.2b15.8x21.4x3.9x
Wed, 07 Jan 2026US$2.9tUS$695.3bUS$127.0b14.1x22.5x4.1x
Fri, 05 Dec 2025US$2.8tUS$695.7bUS$127.1b13.8x21.9x4x
Sun, 02 Nov 2025US$2.8tUS$690.2bUS$121.0b15.1x22.7x4x
Tue, 30 Sep 2025US$2.9tUS$689.2bUS$120.6b16.9x23.9x4.2x
Thu, 28 Aug 2025US$2.9tUS$686.0bUS$121.0b16.6x24.2x4.3x
Sat, 26 Jul 2025US$2.9tUS$681.2bUS$141.4b18.8x20.3x4.2x
Mon, 23 Jun 2025US$2.8tUS$681.2bUS$141.4b15.9x19.7x4.1x
Wed, 21 May 2025US$2.9tUS$678.6bUS$141.1b15.3x20.9x4.3x
Fri, 18 Apr 2025US$2.8tUS$672.3bUS$152.0b14x18.5x4.2x
Sun, 16 Mar 2025US$2.9tUS$672.4bUS$152.5b14.9x18.8x4.3x
Tue, 11 Feb 2025US$2.9tUS$665.8bUS$161.9b17.5x18.1x4.4x
Thu, 09 Jan 2025US$2.7tUS$667.5bUS$160.1b18.7x17.2x4.1x
Sat, 07 Dec 2024US$2.8tUS$667.6bUS$160.1b18.2x17.7x4.2x
Mon, 04 Nov 2024US$2.7tUS$664.1bUS$128.5b15.5x20.6x4x
Wed, 02 Oct 2024US$2.6tUS$660.8bUS$128.0b15.8x20.4x4x
Fri, 30 Aug 2024US$2.6tUS$660.4bUS$127.8b16.5x20.1x3.9x
Sun, 28 Jul 2024US$2.4tUS$664.6bUS$132.7b14.8x18.4x3.7x
Tue, 25 Jun 2024US$2.4tUS$673.5bUS$131.5b13.6x18.4x3.6x
Thu, 23 May 2024US$2.5tUS$673.6bUS$131.5b14.1x18.7x3.7x
Sat, 20 Apr 2024US$2.4tUS$659.0bUS$147.8b14.3x16.2x3.6x
Mon, 18 Mar 2024US$2.5tUS$663.2bUS$147.5b15.7x16.8x3.7x
Wed, 14 Feb 2024US$2.4tUS$656.0bUS$111.7b13.9x21.5x3.7x
Fri, 12 Jan 2024US$2.3tUS$648.5bUS$107.0b13.4x21.4x3.5x
Sun, 10 Dec 2023US$2.2tUS$648.6bUS$107.0b13.9x20.3x3.3x
Tue, 07 Nov 2023US$2.1tUS$647.8bUS$100.5b11.2x20.8x3.2x
Thu, 05 Oct 2023US$2.1tUS$622.6bUS$106.8b12.4x19.5x3.3x
Sat, 02 Sep 2023US$2.2tUS$621.7bUS$106.8b12.9x20.7x3.6x
Mon, 31 Jul 2023US$2.2tUS$600.1bUS$32.7b13.8x65.9x3.6x
Wed, 28 Jun 2023US$2.1tUS$598.0bUS$31.2b10.9x65.7x3.4x
Fri, 26 May 2023US$2.0tUS$597.8bUS$31.2b10.3x63.2x3.3x
Sun, 23 Apr 2023US$2.0tUS$583.6bUS$7.6b9.5x268.9x3.5x
Price to Earnings Ratio

268.9x


Total Market Cap: US$2.0tTotal Earnings: US$7.6bTotal Revenue: US$583.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Diversified Financial Industry Price to Earnings3Y Average 29.4x202420252026
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 20.9x which is lower than its 3-year average PE of 29.4x.
  • 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 153% 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 Market3.42%
Financials2.29%
Diversified Financial1.70%
Other Diversified Financial Services9.98%
Specialized Finance5.38%
Transaction and Payment Processing Services3.51%
Multi-Sector Holdings-1.28%
Industry PE
  • Investors are most optimistic about the Other Diversified Financial Services industry which is trading above its 3-year average PE ratio of 19.7x.
    • Analysts are expecting annual earnings growth of 24.3%, which is higher than its past year's earnings decline of 2.0% per year.
Forecasted Growth
  • Analysts are most optimistic on the Other Diversified Financial Services industry, expecting annual earnings growth of 24% over the next 5 years.
  • This is better than its past earnings decline of 2.0% per year.
  • In contrast, the Multi-Sector Holdings industry is expected to see its earnings decline by 3.4% 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$315.912.2%
+US$13.2b		-4.7%PE29.2x
MA MastercardUS$519.962.5%
+US$11.5b		1.3%PE31x
APO Apollo Global ManagementUS$120.5412.6%
+US$7.8b		-3.7%PE19.9x
PYPL PayPal HoldingsUS$49.578.1%
+US$3.3b		-17.7%PE8.5x
AFRM Affirm HoldingsUS$59.6219.7%
+US$3.3b		46.3%PE70.3x

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