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U.S. Diversified Financial Industry Analysis

UpdatedAug 31, 2026
DataAggregated Company Financials
Companies133
  • 7D-0.3%
  • 3M13.6%
  • 1Y-0.8%
  • YTD3.4%

Over the last 7 days, the Diversified Financial industry has remained flat, although notably PayPal Holdings declined by 13%. Furthermore, the industry has been flat for the past year as well. As for the next few years, earnings are expected to grow by 6.8% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 31 Aug 2026US$2.9tUS$744.0bUS$150.3b16.9x19x3.8x
Wed, 29 Jul 2026US$2.8tUS$719.9bUS$131.1b15.4x21.2x3.9x
Fri, 26 Jun 2026US$2.6tUS$719.5bUS$131.2b14.9x20x3.6x
Sun, 24 May 2026US$2.6tUS$719.5bUS$131.2b17.9x19.8x3.6x
Tue, 21 Apr 2026US$2.6tUS$711.5bUS$123.6b18x21.2x3.7x
Thu, 19 Mar 2026US$2.6tUS$710.0bUS$123.5b16.8x21x3.6x
Sat, 14 Feb 2026US$2.7tUS$706.2bUS$126.0b16x21.1x3.8x
Mon, 12 Jan 2026US$2.9tUS$695.3bUS$127.0b15x22.6x4.1x
Wed, 10 Dec 2025US$2.7tUS$695.5bUS$127.1b13.4x21.6x4x
Fri, 07 Nov 2025US$2.8tUS$695.6bUS$127.3b14.2x21.8x4x
Sun, 05 Oct 2025US$2.9tUS$686.8bUS$120.0b16.5x24.2x4.2x
Tue, 02 Sep 2025US$3.0tUS$686.6bUS$120.8b16.9x24.4x4.3x
Thu, 31 Jul 2025US$2.8tUS$682.8bUS$141.9b17.4x20x4.2x
Sat, 28 Jun 2025US$2.8tUS$681.2bUS$141.4b16.3x20.1x4.2x
Mon, 26 May 2025US$2.9tUS$679.2bUS$141.4b14.5x20.2x4.2x
Wed, 23 Apr 2025US$2.8tUS$672.4bUS$152.0b14x18.1x4.1x
Fri, 21 Mar 2025US$2.9tUS$672.5bUS$151.8b15.7x19.3x4.4x
Sun, 16 Feb 2025US$2.9tUS$669.0bUS$165.8b16.8x17.8x4.4x
Tue, 14 Jan 2025US$2.7tUS$667.5bUS$160.1b18.8x16.8x4x
Thu, 12 Dec 2024US$2.8tUS$667.7bUS$160.1b18.2x17.6x4.2x
Sat, 09 Nov 2024US$2.7tUS$667.6bUS$160.2b17.7x17.1x4.1x
Mon, 07 Oct 2024US$2.6tUS$660.8bUS$128.0b16x20.6x4x
Wed, 04 Sep 2024US$2.6tUS$660.6bUS$127.9b16.3x20.6x4x
Fri, 02 Aug 2024US$2.5tUS$667.2bUS$133.0b15.7x18.7x3.7x
Sun, 30 Jun 2024US$2.4tUS$673.3bUS$131.5b13.4x18.1x3.5x
Tue, 28 May 2024US$2.4tUS$673.7bUS$131.6b14x18.4x3.6x
Thu, 25 Apr 2024US$2.5tUS$660.5bUS$148.5b14.3x16.5x3.7x
Sat, 23 Mar 2024US$2.5tUS$663.3bUS$147.6b15.6x17x3.8x
Mon, 19 Feb 2024US$2.4tUS$652.9bUS$110.6b14.3x22.1x3.7x
Wed, 17 Jan 2024US$2.3tUS$648.4bUS$107.0b13.6x21.3x3.5x
Fri, 15 Dec 2023US$2.3tUS$648.6bUS$107.0b14.3x21.2x3.5x
Sun, 12 Nov 2023US$2.1tUS$647.1bUS$108.5b12.9x19.3x3.2x
Tue, 10 Oct 2023US$2.1tUS$622.5bUS$106.8b12.5x19.5x3.3x
Thu, 07 Sep 2023US$2.2tUS$622.7bUS$106.8b12.3x20.6x3.5x
Price to Earnings Ratio

20.6x


Total Market Cap: US$2.2tTotal Earnings: US$106.8bTotal Revenue: US$622.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Diversified Financial Industry Price to Earnings3Y Average 20x202420252026
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 20.0x.
  • 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 12% per year over the last three years.
  • Revenues for these companies have grown 6.1% 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 Market0.67%
Financials-0.11%
Diversified Financial-0.29%
Other Diversified Financial Services2.07%
Specialized Finance0.58%
Multi-Sector Holdings0.31%
Transaction and Payment Processing Services-0.83%
Industry PE
  • Investors are most optimistic about the Specialized Finance industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 30.5%, which is higher than its past year's earnings growth of 2.7% per year.
  • Investors are most pessimistic about the Multi-Sector Holdings industry, which is trading close to its 3-year average of 12.9x.
Forecasted Growth
  • Analysts are most optimistic on the Other Diversified Financial Services industry, expecting annual earnings growth of 34% over the next 5 years.
  • This is better than its past earnings growth rate of 15% per year.
  • In contrast, the Multi-Sector Holdings industry is expected to see its earnings decline by 7.1% 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$757.99k0.3%
+US$3.4b		0.4%PE12.6x
APO Apollo Global ManagementUS$135.041.8%
+US$1.4b		-0.9%PE42.2x
XYZ BlockUS$83.572.7%
+US$1.3b		4.9%PE140.6x
AFRM Affirm HoldingsUS$77.761.1%
+US$490.9m		-12.1%PE13.6x
EQH Equitable HoldingsUS$50.202.4%
+US$319.5m		-5.7%PS1.3x

Latest News

AFRM
US$77.76
Affirm Holdings
7D
1.1%
1Y
-12.1%
VOYA
US$102.55
Voya Financial
7D
3.4%
1Y
36.6%
PYPL
US$53.66
PayPal Holdings
7D
-12.8%
1Y
-23.6%
APO
US$135.04
Apollo Global Management
7D
1.8%
1Y
-0.9%
MA
US$595.30
Mastercard
7D
-0.8%
1Y
0.002%
V
US$381.60
Visa
7D
-0.2%
1Y
8.5%
BRK.A
US$757,985.01
Berkshire Hathaway
7D
0.3%
1Y
0.4%
RKT
US$13.77
Rocket Companies
7D
-2.3%
1Y
-22.5%
XYZ
US$83.57
Block
7D
2.7%
1Y
4.9%
TOST
US$35.15
Toast
7D
-4.1%
1Y
-22.1%
FISV
US$53.18
Fiserv
7D
1.1%
1Y
-61.5%
Seeking Alpha • Aug 25

Fiserv: The Market Priced In A Permanent Decline

Summary Fiserv trades at a 2026 forward P/E (price-to-earnings ratio) of 7.5x, offering a significant discount compared to its competitors and historical averages. I consider that FISV's cash generation and high recurring revenues support an attractive risk-reward ratio, with intrinsic value targets of $72 (2026) and $92 (2028). Recent margin and earnings per share contractions are due to the normalization of the exchange rate in Argentina and strategic restructuring, not a structural decline in the business. The execution of the "One Fiserv" plan and prudent capital management support the upside potential, although goodwill impairment and the pace of integration remain key risks. Read the full article on Seeking Alpha
CPAY
US$407.88
Corpay
7D
-2.2%
1Y
25.2%
Seeking Alpha • Aug 23

Corpay's Corporate Payments Push Could Unlock Its Next Growth Phase

Summary Corpay is rated BUY after strong 2Q26 results and raised full-year guidance, with robust earnings and revenue growth. CPAY is shifting focus from vehicle to corporate payments, targeting a $560 billion TAM with less than 1% current share. 2Q26 revenue rose 21% to $1.34B, adjusted EBITDA margin expanded to 57.3%, and free cash flow hit $1.6B TTM. Trading at 10x forward EV/EBITDA, a 29% discount to peak, CPAY supports share price via buybacks and potential accretive acquisitions. Read the full article on Seeking Alpha
JXN
US$134.16
Jackson Financial
7D
3.3%
1Y
35.8%
Narrative Update • Aug 22

JXN: Fair View Will Weigh Capital Strength Against Execution And Buyback Plans

Analysts have lifted the Jackson Financial fair value estimate from $118.00 to $130.00, reflecting higher price targets across the Street that are tied to stronger capital generation, Q2 performance, and expectations for near term annuity demand. Analyst Commentary Recent commentary on Jackson Financial points to a mix of optimism around capital generation and Q2 execution, alongside ongoing caution on execution risk and valuation.
GPN
US$91.82
Global Payments
7D
-2.6%
1Y
3.4%
Narrative Update • Aug 20

GPN: Travel Headwinds And 2026 Reset Balance Margin And Capital Return Hopes

Analysts have lifted the Global Payments fair value estimate from $95.59 to $101.71 as they adjust models for the updated revenue growth cadence, margin trajectory, and expected capital returns reflected in the latest round of higher Street price targets. Analyst Commentary Recent research on Global Payments shows a mix of optimism and caution as firms refresh models after Q2 results, updated guidance, and the ongoing impact from Middle East related travel.
EQH
US$50.20
Equitable Holdings
7D
2.4%
1Y
-5.7%
PAY
US$35.99
Paymentus Holdings
7D
-9.9%
1Y
-7.6%
Analysis Article • Aug 07

Paymentus Holdings, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Paymentus Holdings, Inc. ( NYSE:PAY ) just released its latest second-quarter results and things are looking bullish...