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U.S. Diversified Financial Industry Analysis

UpdatedSep 03, 2025
DataAggregated Company Financials
Companies127
  • 7D-0.07%
  • 3M0.7%
  • 1Y11.7%
  • YTD6.6%

The Diversified Financial industry has been flat over the last week, but Rocket Companies has lost 9.4%. The past year has been better, since the industry has gained 12% in that time. Earnings are forecast to grow by 9.3% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 03 Sep 2025US$2.9tUS$686.5bUS$120.8b16.5x24.4x4.3x
Fri, 01 Aug 2025US$2.8tUS$682.8bUS$141.9b17.5x20x4.2x
Sun, 29 Jun 2025US$2.8tUS$681.2bUS$141.4b16.3x19.9x4.1x
Tue, 27 May 2025US$2.9tUS$679.2bUS$141.4b14.5x20.2x4.2x
Thu, 24 Apr 2025US$2.8tUS$672.6bUS$151.9b13.9x18.7x4.2x
Sat, 22 Mar 2025US$2.9tUS$672.5bUS$151.8b15.5x19.4x4.4x
Mon, 17 Feb 2025US$2.9tUS$669.0bUS$165.8b16.8x17.8x4.4x
Wed, 15 Jan 2025US$2.7tUS$667.6bUS$160.1b18.9x17x4.1x
Fri, 13 Dec 2024US$2.8tUS$667.6bUS$160.1b18.2x17.7x4.2x
Sun, 10 Nov 2024US$2.8tUS$668.0bUS$160.3b17.7x17.2x4.1x
Tue, 08 Oct 2024US$2.6tUS$660.8bUS$128.0b16x20.6x4x
Thu, 05 Sep 2024US$2.6tUS$660.6bUS$127.9b16.2x20.5x4x
Sat, 03 Aug 2024US$2.4tUS$658.2bUS$133.2b14.7x18.4x3.7x
Mon, 01 Jul 2024US$2.4tUS$673.3bUS$131.5b13.4x18.1x3.5x
Wed, 29 May 2024US$2.4tUS$673.7bUS$131.6b14.1x18.4x3.6x
Fri, 26 Apr 2024US$2.4tUS$660.3bUS$148.5b14.2x16.4x3.7x
Sun, 24 Mar 2024US$2.5tUS$663.3bUS$147.6b15.6x17x3.8x
Tue, 20 Feb 2024US$2.4tUS$652.9bUS$110.6b14.3x22.1x3.7x
Thu, 18 Jan 2024US$2.3tUS$648.4bUS$107.0b13.4x21.2x3.5x
Sat, 16 Dec 2023US$2.2tUS$648.6bUS$107.0b14.5x21x3.5x
Mon, 13 Nov 2023US$2.1tUS$647.2bUS$108.6b12.9x19.3x3.2x
Wed, 11 Oct 2023US$2.1tUS$622.6bUS$106.8b12.5x19.7x3.4x
Fri, 08 Sep 2023US$2.2tUS$622.7bUS$106.8b12.3x20.6x3.5x
Sun, 06 Aug 2023US$2.1tUS$611.2bUS$30.1b13.8x71.1x3.5x
Tue, 04 Jul 2023US$2.1tUS$598.0bUS$31.2b11.2x67.7x3.5x
Thu, 01 Jun 2023US$2.0tUS$597.7bUS$31.2b10.5x63x3.3x
Sat, 29 Apr 2023US$2.1tUS$584.5bUS$7.0b10.6x291.3x3.5x
Mon, 27 Mar 2023US$1.9tUS$583.4bUS$7.4b11x258.9x3.3x
Wed, 22 Feb 2023US$749.5bUS$384.3bUS$16.1b6.7x46.5x2x
Fri, 20 Jan 2023US$751.0bUS$382.3bUS$17.0b6.6x44.2x2x
Sun, 18 Dec 2022US$735.1bUS$382.3bUS$17.0b5.8x43.3x1.9x
Tue, 15 Nov 2022US$757.6bUS$382.2bUS$16.9b7x44.9x2x
Thu, 13 Oct 2022US$648.0bUS$367.8bUS$28.9b5.9x22.4x1.8x
Sat, 10 Sep 2022US$690.0bUS$340.0bUS$18.1b5.4x38.2x2x
Price to Earnings Ratio

38.2x


Total Market Cap: US$690.0bTotal Earnings: US$18.1bTotal Revenue: US$340.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Diversified Financial Industry Price to Earnings3Y Average 35x202320242025
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 24.4x which is lower than its 3-year average PE of 35.0x.
  • The 3-year average PS ratio of 3.5x is lower than the industry's current PS ratio of 4.3x.
Past Earnings Growth
  • The earnings for companies in the Diversified Financial industry have grown 88% per year over the last three years.
  • Revenues for these companies have grown 26% 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-0.67%
Financials-0.37%
Diversified Financial-0.073%
Multi-Sector Holdings0.91%
Other Diversified Financial Services-0.084%
Transaction and Payment Processing Services-0.40%
Specialized Finance-0.41%
Industry PE
  • Investors are most optimistic about the Other Diversified Financial Services industry which is trading above its 3-year average PE ratio of 14.2x.
    • Analysts are expecting annual earnings growth of 35.5%, which is higher than its past year's earnings decline of 12.5% per year.
  • Investors are most pessimistic about the Multi-Sector Holdings industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average.
Forecasted Growth
  • Analysts are most optimistic on the Other Diversified Financial Services industry, expecting annual earnings growth of 35% over the next 5 years.
  • This is better than its past earnings decline of 12% per year.
  • In contrast, the Multi-Sector Holdings industry is expected to see its earnings decline by 5.2% 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$751.13k0.9%
+US$9.8b		4.9%PE17.2x
AFRM Affirm HoldingsUS$82.225.5%
+US$1.6b		97.7%PE513.1x
APO Apollo Global ManagementUS$135.841.1%
+US$823.7m		22.0%PE24.6x
MA MastercardUS$591.870.04%
+US$235.0m		22.8%PE39.4x
STNE StoneCoUS$16.283.9%
+US$163.2m		24.2%PS1.7x

Latest News

APO
US$135.84
Apollo Global Management
7D
1.1%
1Y
22.0%
RKT
US$17.16
Rocket Companies
7D
-9.4%
1Y
-12.4%

Acquisitions Will Improve Efficiency and Add Immediate Value

nader made no meaningful changes to valuation assumptions.
AFRM
US$82.22
Affirm Holdings
7D
5.5%
1Y
97.7%
STNE
US$16.28
StoneCo
7D
3.9%
1Y
24.2%

Digital Payments And Financial Inclusion Will Unlock Brazil Market Potential

Despite a modest decline in consensus revenue growth forecasts, StoneCo's significantly lower future P/E implies improved expected profitability, supporting an upward revision in the consensus analyst price target from $16.43 to $16.94. What's in the News StoneCo raised full-year 2025 guidance, now expecting gross profit growth above 14.5% and gross profit to exceed BRL 6.3 billion.
FI
US$136.78
Fiserv
7D
-0.8%
1Y
-21.4%
FIS
US$68.31
Fidelity National Information Services
7D
-2.4%
1Y
-17.3%
RELY
US$18.92
Remitly Global
7D
4.2%
1Y
40.8%
XYZ
US$76.23
Block
7D
-3.2%
1Y
18.8%
PAGS
US$9.02
PagSeguro Digital
7D
5.5%
1Y
-18.4%

Secured Lending Focus And Ecosystem Expansion Will Strengthen Future Prospects

PagSeguro Digital's consensus price target was revised slightly lower to $11.22, primarily reflecting a sharp decline in its projected future P/E multiple while revenue growth forecasts remained steady. What's in the News PagSeguro Digital announced a special cash dividend of $0.12 per common share, with two more similar distributions expected over the next three quarters, subject to conditions.
V
US$350.07
Visa
7D
-0.3%
1Y
25.7%
BRK.A
US$751,128.29
Berkshire Hathaway
7D
0.9%
1Y
4.9%
SUIG
US$6.56
SUI Group Holdings
7D
12.5%
1Y
139.4%
CHYM
US$24.72
Chime Financial
7D
-8.8%
1Y
n/a
MA
US$591.87
Mastercard
7D
0.04%
1Y
22.8%
COOP
US$182.29
Mr. Cooper Group
7D
-4.6%
1Y
98.9%

Digital Mortgage And Rocket Integration Will Unlock Market Opportunities

With no material changes in key metrics such as the discount rate or future P/E, the consensus analyst price target for Mr. Cooper Group remains steady at $172.50. What's in the News Completed the repurchase of 6,406,816 shares for $382.62 million under the buyback program.
PYPL
US$69.25
PayPal Holdings
7D
-1.3%
1Y
-3.8%

PayPal's Future Growth Through Venmo and Merchant Solutions

PayPal at it's surface might not seem like fanciest option available; but as you take a deeper dive into the company it has a lot more to offer than just the app we use for transactions and sending money to others. Most of their revenue comes from transactions while they also source some revenue from other added value services like: Payment Gateway Subscriptions Interest and fees from consumer loans and merchant loans Other credit products referrals partnerships One other source that recently has begun to catch traction for them is Venmo; which is quite similar to the normal services of PayPal but has been very popular with younger populations.