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U.S. Diversified Financial Industry Analysis

UpdatedJul 04, 2026
DataAggregated Company Financials
Companies137
  • 7D4.8%
  • 3M11.1%
  • 1Y-3.7%
  • YTD-0.6%

In the last week, the Diversified Financial industry is up 6.6%, with Visa up 7.7%. In the past year, the industry is down 3.7%. As for the next few years, earnings are expected to grow by 8.3% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 04 Jul 2026US$2.8tUS$719.4bUS$131.2b15.7x21.2x3.9x
Mon, 01 Jun 2026US$2.6tUS$719.5bUS$131.2b17.7x19.7x3.6x
Wed, 29 Apr 2026US$2.6tUS$711.6bUS$123.5b16.9x20.9x3.6x
Fri, 27 Mar 2026US$2.5tUS$710.3bUS$123.6b17.3x20.5x3.6x
Sun, 22 Feb 2026US$2.7tUS$705.9bUS$124.7b17.8x21.3x3.8x
Tue, 20 Jan 2026US$2.8tUS$695.3bUS$126.9b14.5x21.8x4x
Thu, 18 Dec 2025US$2.8tUS$695.0bUS$126.9b13.6x22.4x4.1x
Sat, 15 Nov 2025US$2.8tUS$696.8bUS$127.4b13.2x22.1x4x
Mon, 13 Oct 2025US$2.8tUS$687.3bUS$120.0b15.7x23.5x4.1x
Wed, 10 Sep 2025US$2.9tUS$686.6bUS$120.8b16.5x24x4.2x
Fri, 08 Aug 2025US$2.8tUS$686.0bUS$121.4b17.9x23.2x4.1x
Sun, 06 Jul 2025US$2.9tUS$675.6bUS$141.3b16.4x20.3x4.2x
Tue, 03 Jun 2025US$2.9tUS$679.2bUS$141.4b14.7x20.6x4.3x
Thu, 01 May 2025US$2.9tUS$676.1bUS$152.2b14.3x19.1x4.3x
Sat, 29 Mar 2025US$3.0tUS$672.5bUS$151.8b15.3x19.6x4.4x
Mon, 24 Feb 2025US$2.9tUS$670.1bUS$169.9b14.6x17x4.3x
Wed, 22 Jan 2025US$2.8tUS$667.6bUS$160.1b19.2x17.6x4.2x
Fri, 20 Dec 2024US$2.7tUS$667.6bUS$160.0b17.4x17.1x4.1x
Sun, 17 Nov 2024US$2.8tUS$668.0bUS$160.2b18.8x17.5x4.2x
Tue, 15 Oct 2024US$2.7tUS$660.7bUS$128.0b16.2x20.7x4x
Thu, 12 Sep 2024US$2.6tUS$660.6bUS$127.9b15.3x20.2x3.9x
Sat, 10 Aug 2024US$2.4tUS$660.3bUS$127.7b14.9x19x3.7x
Mon, 08 Jul 2024US$2.4tUS$663.3bUS$131.7b13.9x18.3x3.6x
Wed, 05 Jun 2024US$2.4tUS$673.6bUS$131.5b13.9x18.4x3.6x
Fri, 03 May 2024US$2.4tUS$663.9bUS$150.2b14.9x15.8x3.6x
Sun, 31 Mar 2024US$2.5tUS$657.0bUS$147.9b16.2x17.1x3.8x
Tue, 27 Feb 2024US$2.5tUS$663.4bUS$147.7b16.3x16.7x3.7x
Thu, 25 Jan 2024US$2.3tUS$648.7bUS$107.0b14.8x21.8x3.6x
Sat, 23 Dec 2023US$2.3tUS$648.7bUS$107.0b14.2x21.1x3.5x
Mon, 20 Nov 2023US$2.1tUS$647.4bUS$107.4b14x20x3.3x
Wed, 18 Oct 2023US$2.1tUS$623.6bUS$107.0b12.7x19.7x3.4x
Fri, 15 Sep 2023US$2.2tUS$622.8bUS$106.8b12.7x20.7x3.6x
Sun, 13 Aug 2023US$2.2tUS$620.8bUS$106.0b13.2x20.4x3.5x
Tue, 11 Jul 2023US$2.1tUS$597.9bUS$31.2b11.5x67.7x3.5x
Price to Earnings Ratio

67.7x


Total Market Cap: US$2.1tTotal Earnings: US$31.2bTotal Revenue: US$597.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Diversified Financial Industry Price to Earnings3Y Average 21.5x202420252026
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 21.5x.
  • 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 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 Market1.63%
Financials3.36%
Diversified Financial4.80%
Transaction and Payment Processing Services7.29%
Multi-Sector Holdings2.20%
Other Diversified Financial Services1.17%
Specialized Finance-3.30%
Industry PE
  • Investors are most optimistic about the Other Diversified Financial Services industry which is trading above its 3-year average PE ratio of 27.3x.
    • Analysts are expecting annual earnings growth of 34.9%, which is higher than its past year's earnings growth of 16.7% 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
V VisaUS$362.137.7%
+US$48.8b		0.9%PE31x
MA MastercardUS$539.398.1%
+US$35.7b		-5.2%PE30.6x
BRK.A Berkshire HathawayUS$761.58k2.2%
+US$23.6b		4.7%PE15.1x
GPN Global PaymentsUS$78.6312.7%
+US$2.4b		-3.9%PE34.1x
RKT Rocket CompaniesUS$15.775.1%
+US$2.2b		10.7%PE186.7x

Latest News

MA
US$539.39
Mastercard
7D
8.1%
1Y
-5.2%
GPN
US$78.63
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7D
12.7%
1Y
-3.9%
FISV
US$52.33
Fiserv
7D
5.8%
1Y
-70.2%
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KLAR
US$19.72
Klarna Group
7D
-2.8%
1Y
n/a
V
US$362.13
Visa
7D
7.7%
1Y
0.9%
PFSI
US$83.47
PennyMac Financial Services
7D
-3.0%
1Y
-18.5%
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AFRM
US$84.58
Affirm Holdings
7D
6.4%
1Y
22.2%
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ILLR
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Triller Group
7D
-43.0%
1Y
-65.8%
BRK.A
US$761,579.98
Berkshire Hathaway
7D
2.2%
1Y
4.7%
BLX
US$59.24
Bladex
7D
-4.8%
1Y
45.1%
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MBIN
US$48.82
Merchants Bancorp
7D
-2.4%
1Y
37.0%
HASI
US$38.26
HA Sustainable Infrastructure Capital
7D
-3.3%
1Y
40.4%
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JXN
US$104.47
Jackson Financial
7D
-2.1%
1Y
17.4%
RKT
US$15.77
Rocket Companies
7D
5.1%
1Y
10.7%
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FIS
US$41.80
Fidelity National Information Services
7D
8.4%
1Y
-48.9%
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CURR
US$2.60
CURRENC Group
7D
-6.5%
1Y
150.0%