Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Diversified Financial Industry Analysis

UpdatedJun 09, 2026
DataAggregated Company Financials
Companies136
  • 7D-0.7%
  • 3M-1.8%
  • 1Y-11.9%
  • YTD-8.7%

The Diversified Financial is pretty flat in the last 7 days, but Berkshire Hathaway has stood out, gaining 3.1%. Unfortunately though, the industry is down 12% over the past 12 months. As for the next few years, earnings are expected to grow by 8.0% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 09 Jun 2026US$2.6tUS$719.5bUS$131.2b16.5x19.6x3.6x
Thu, 07 May 2026US$2.6tUS$715.5bUS$128.8b18.5x19.9x3.6x
Sat, 04 Apr 2026US$2.5tUS$711.2bUS$125.0b15.4x20.2x3.5x
Mon, 02 Mar 2026US$2.7tUS$708.8bUS$123.1b17.8x21.6x3.7x
Wed, 28 Jan 2026US$2.7tUS$695.5bUS$126.9b14.7x21.4x3.9x
Fri, 26 Dec 2025US$2.9tUS$695.1bUS$126.9b13.9x22.6x4.1x
Sun, 23 Nov 2025US$2.7tUS$696.6bUS$127.4b13.2x21.5x3.9x
Tue, 21 Oct 2025US$2.9tUS$687.0bUS$120.0b16.5x23.8x4.2x
Thu, 18 Sep 2025US$2.9tUS$689.1bUS$120.7b16.8x24.1x4.2x
Sat, 16 Aug 2025US$2.9tUS$686.4bUS$120.7b16x23.8x4.2x
Mon, 14 Jul 2025US$2.8tUS$680.6bUS$141.3b16.3x19.9x4.1x
Wed, 11 Jun 2025US$2.9tUS$679.3bUS$141.4b15.7x20.5x4.3x
Fri, 09 May 2025US$2.9tUS$678.2bUS$140.8b15.1x20.4x4.2x
Sun, 06 Apr 2025US$2.7tUS$672.3bUS$151.9b13.9x17.7x4x
Tue, 04 Mar 2025US$3.0tUS$672.9bUS$152.1b16.1x19.9x4.5x
Thu, 30 Jan 2025US$2.8tUS$636.2bUS$154.6b18.3x18.1x4.4x
Sat, 28 Dec 2024US$2.8tUS$667.6bUS$160.0b17.6x17.6x4.2x
Mon, 25 Nov 2024US$2.8tUS$667.7bUS$160.1b18.6x17.8x4.3x
Wed, 23 Oct 2024US$2.7tUS$660.9bUS$127.6b15.4x21.2x4.1x
Fri, 20 Sep 2024US$2.6tUS$660.9bUS$128.0b16.2x20.5x4x
Sun, 18 Aug 2024US$2.5tUS$660.4bUS$127.8b15.7x19.6x3.8x
Tue, 16 Jul 2024US$2.4tUS$663.3bUS$131.7b14.5x18.5x3.7x
Thu, 13 Jun 2024US$2.4tUS$673.5bUS$131.5b14.1x18.4x3.6x
Sat, 11 May 2024US$2.5tUS$673.4bUS$131.4b15.2x18.7x3.6x
Mon, 08 Apr 2024US$2.5tUS$659.2bUS$147.9b14.8x17x3.8x
Wed, 06 Mar 2024US$2.4tUS$663.0bUS$147.4b14.7x16.6x3.7x
Fri, 02 Feb 2024US$2.4tUS$650.2bUS$107.9b17x22.2x3.7x
Sun, 31 Dec 2023US$2.3tUS$648.5bUS$107.0b13.9x21.2x3.5x
Tue, 28 Nov 2023US$2.2tUS$648.6bUS$107.0b13.4x20.4x3.4x
Thu, 26 Oct 2023US$2.0tUS$629.0bUS$108.7b12x18.7x3.2x
Sat, 23 Sep 2023US$2.1tUS$622.1bUS$106.8b12.5x19.9x3.4x
Mon, 21 Aug 2023US$2.1tUS$621.6bUS$106.8b13.1x19.9x3.4x
Wed, 19 Jul 2023US$2.2tUS$598.0bUS$31.2b12x69.5x3.6x
Fri, 16 Jun 2023US$2.0tUS$598.0bUS$31.2b10.8x65.6x3.4x
Price to Earnings Ratio

65.6x


Total Market Cap: US$2.0tTotal Earnings: US$31.2bTotal Revenue: US$598.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Diversified Financial Industry Price to Earnings3Y Average 22.6x202420252026
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 19.6x which is lower than its 3-year average PE of 22.6x.
  • 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 Market-2.73%
Financials0.48%
Diversified Financial-0.70%
Multi-Sector Holdings3.04%
Other Diversified Financial Services0.80%
Transaction and Payment Processing Services-3.25%
Specialized Finance-4.46%
Industry PE
  • Investors are most optimistic about the Other Diversified Financial Services industry which is trading above its 3-year average PE ratio of 24.4x.
    • Analysts are expecting annual earnings growth of 33.4%, which is higher than its past year's earnings growth of 13.2% per year.
Forecasted Growth
  • Analysts are most optimistic on the Specialized Finance industry, expecting annual earnings growth of 34% 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
BRK.A Berkshire HathawayUS$726.69k3.1%
+US$31.0b		-1.8%PE14.4x
VOYA Voya FinancialUS$88.488.5%
+US$626.5m		30.1%PE12.6x
CRBG Corebridge FinancialUS$27.132.1%
+US$255.8m		-18.4%PE50.6x
EQH Equitable HoldingsUS$41.321.9%
+US$222.4m		-24.3%PS1x
JXN Jackson FinancialUS$107.282.6%
+US$187.6m		29.2%PS1.3x

Latest News

XYZ
US$69.92
Block
7D
-8.1%
1Y
6.2%
Seeking Alpha • 4h

Block: The Post-Restructuring Era Has Begun (Rating Downgrade)

Summary Block is rated a buy, driven by explosive Cash App lending growth and robust margin expansion post-workforce reduction. XYZ posted 27% YoY gross profit growth and 56% YoY adjusted operating income growth, exceeding guidance and highlighting operational leverage. Management projects 19–20% YoY gross profit growth for 2024, with incremental margins expected to trend toward 25–30% long term. Valuation remains compelling at 11x to 13x long-term earnings, supported by a strong balance sheet and disciplined cost structure. Read the full article on Seeking Alpha
BRK.A
US$726,685.00
Berkshire Hathaway
7D
3.1%
1Y
-1.8%
V
US$319.67
Visa
7D
-1.0%
1Y
-12.8%
JXN
US$107.28
Jackson Financial
7D
2.6%
1Y
29.2%
GPN
US$64.50
Global Payments
7D
-14.5%
1Y
-18.3%
Narrative Update • Jun 07

GPN: Share Pullback And FY26 Cash Generation Plan Will Drive Repricing

Global Payments' updated analyst price targets reflect a modest trim of intrinsic value to about $95 per share, as analysts factor in slightly higher discount rates and only minor adjustments to growth and margin assumptions. At the same time, recent research argues that the recent double digit share pullback and concerns about near term guidance may be overdone.
NMIH
US$36.11
NMI Holdings
7D
1.6%
1Y
-8.0%
Narrative Update • Jun 07

NMIH: Expense Discipline And In Force Share Gains Will Support Future Upside

Analysts have made a modest adjustment to the NMI Holdings price target to about $46.14, as they factor in a slightly lower discount rate, modestly softer revenue growth assumptions, marginally stronger profit margins, and a small uptick in the implied future P/E multiple. This view is supported in part by expectations that the company can continue improving its expense ratio and increasing its insurance in-force share.
RKT
US$12.35
Rocket Companies
7D
-12.9%
1Y
-3.1%
WD
US$51.79
Walker & Dunlop
7D
7.2%
1Y
-25.8%
Narrative Update • Jun 06

WD: Sun Belt Financing And Redevelopment Deals Will Support Future Upside

Analysts have kept their average price target for Walker & Dunlop broadly unchanged at about $68.67, reflecting only small tweaks to discount rate, revenue growth, profit margin, and future P/E assumptions rather than a shift in the overall outlook. What's in the News Recent analysis highlighted that Walker & Dunlop's net interest income has declined annually over the last five years, while earnings per share fell 14.4% annually and tangible book value per share declined 7.5% annually over the same period.
VOYA
US$88.48
Voya Financial
7D
8.5%
1Y
30.1%
Narrative Update • Jun 06

VOYA: Activist Pressure And Retirement Platform Scale Will Shape Future Outcomes

Analysts have nudged the fair value estimate for Voya Financial higher from $86 to about $89.55, reflecting a series of updated price targets that cite activist interest, refreshed sum-of-the-parts work, and recent research around earnings and business mix. Analyst Commentary Recent research shows a split picture around Voya Financial, with several bullish analysts lifting price targets while others trim them after the latest earnings.
CRBG
US$27.13
Corebridge Financial
7D
2.1%
1Y
-18.4%
Narrative Update • Jun 06

CRBG: Capital Returns And Index Inclusion Scenarios Will Support Future Earnings Resilience

Analysts have trimmed the average price target for Corebridge Financial by a small amount to about $35, reflecting a mix of modest target cuts from several firms and select increases tied to recent stock performance, cash flow and credit exposure reviews, as well as index inclusion scenarios. Analyst Commentary Bullish Takeaways Bullish analysts point to Corebridge's positioning among insurance carriers, where recent underwriting performance and cash flow reviews have supported constructive views on execution.
PYPL
US$41.26
PayPal Holdings
7D
-8.7%
1Y
-43.9%
AFRM
US$65.46
Affirm Holdings
7D
-10.2%
1Y
6.7%
MA
US$485.67
Mastercard
7D
-1.9%
1Y
-16.9%
Seeking Alpha • Jun 04

Mastercard: Advanced DuPont Analysis Reveals Value-Added Services Are Built To Skyrocket The Share Price

Summary Mastercard’s ROE expanded from approximately 103% in FY2020 to 210% in FY2025, driven primarily by equity multiplier expansion and improving asset turnover rather than margin expansion alone. The five-factor DuPont. Value-added services increasingly drive Mastercard’s economics through higher-margin, software-like revenue streams that improve operating leverage, asset efficiency, and long-term capital-light scalability. The valuation analysis suggests the market may still price Mastercard primarily as a payment network despite VAS approaching half of total revenue, potentially understating the quality and durability of the future. The three-factor DuPont analysis showed ROE expansion was driven mainly by asset turnover and leverage, while the five-factor model revealed that rising tax burdens masked substantial underlying EBIT margin improvement. Read the full article on Seeking Alpha
EQH
US$41.32
Equitable Holdings
7D
1.9%
1Y
-24.3%
Narrative Update • Jun 04

EQH: Corebridge Merger And Cash Returns Will Drive Future Share Upside

Narrative Update on Equitable Holdings The analyst price target for Equitable Holdings has shifted modestly, with recent changes in discount rate, revenue growth and profit margin assumptions reflecting a mixed set of analyst views that incorporate both recent target increases of a few dollars and reductions of up to $8 across the Street. Analyst Commentary Recent Street research around Equitable Holdings reflects a split view, with a mix of price target increases, reductions and at least one ratings upgrade.
FISV
US$52.72
Fiserv
7D
-10.7%
1Y
-68.4%
Narrative Update • May 30

FISV: Future Upside Will Rely On AI Execution And Margin Expansion

Analysts trimmed the Fiserv price target by about $15 to align with lower near term revenue assumptions after Q1 and a broad reset across the group, while still pointing to improving merchant feedback and slightly higher margin expectations in their updated models. Analyst Commentary Bullish Takeaways Bullish analysts see the updated models, including the US$65 price target from Morgan Stanley and the US$60 target from BMO, as reflecting a more balanced view of valuation that factors in recent revenue resets while still assigning value to Fiserv’s scale in payments and merchant acquiring.
MBIN
US$48.17
Merchants Bancorp
7D
4.0%
1Y
47.4%