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U.S. Diversified Financial Industry Analysis

UpdatedJun 07, 2026
DataAggregated Company Financials
Companies136
  • 7D-0.2%
  • 3M-1.5%
  • 1Y-11.3%
  • YTD-7.8%

Over the last 7 days, the Diversified Financial industry has remained flat, although notably Berkshire Hathaway gained 3.2%. As for the longer term, the industry has declined 11% in the last year. 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
Sun, 07 Jun 2026US$2.6tUS$719.5bUS$131.2b16.6x19.6x3.6x
Tue, 05 May 2026US$2.6tUS$714.6bUS$125.6b17.7x20.7x3.6x
Thu, 02 Apr 2026US$2.5tUS$711.2bUS$125.0b15.4x20.3x3.6x
Sat, 28 Feb 2026US$2.6tUS$708.8bUS$123.1b17.8x21.5x3.7x
Mon, 26 Jan 2026US$2.7tUS$695.4bUS$126.9b14.5x21.3x3.9x
Wed, 24 Dec 2025US$2.9tUS$695.0bUS$126.9b13.7x22.5x4.1x
Fri, 21 Nov 2025US$2.7tUS$696.7bUS$127.4b13x21.3x3.9x
Sun, 19 Oct 2025US$2.8tUS$687.0bUS$120.0b16.4x23.6x4.1x
Tue, 16 Sep 2025US$2.9tUS$689.1bUS$120.7b16.7x24x4.2x
Thu, 14 Aug 2025US$2.8tUS$686.1bUS$120.9b16.4x23.4x4.1x
Sat, 12 Jul 2025US$2.9tUS$680.6bUS$141.3b16.5x20.3x4.2x
Mon, 09 Jun 2025US$2.9tUS$674.3bUS$141.4b15.2x20.4x4.3x
Wed, 07 May 2025US$2.9tUS$673.3bUS$141.7b14.2x20.2x4.2x
Fri, 04 Apr 2025US$3.0tUS$672.5bUS$151.9b14.7x19.6x4.4x
Sun, 02 Mar 2025US$3.0tUS$673.0bUS$152.2b16.6x19.8x4.5x
Tue, 28 Jan 2025US$2.8tUS$667.7bUS$160.1b19.1x17.8x4.3x
Thu, 26 Dec 2024US$2.8tUS$667.5bUS$160.0b17.8x17.6x4.2x
Sat, 23 Nov 2024US$2.8tUS$667.7bUS$160.1b18.6x17.6x4.2x
Mon, 21 Oct 2024US$2.7tUS$660.6bUS$127.9b15.8x21.2x4.1x
Wed, 18 Sep 2024US$2.6tUS$660.8bUS$128.0b15.9x20.5x4x
Fri, 16 Aug 2024US$2.5tUS$660.4bUS$127.7b15.4x19.2x3.7x
Sun, 14 Jul 2024US$2.4tUS$663.3bUS$131.7b14.8x18.5x3.7x
Tue, 11 Jun 2024US$2.4tUS$673.5bUS$131.5b14.6x18.5x3.6x
Thu, 09 May 2024US$2.4tUS$672.4bUS$129.0b13.5x18.9x3.6x
Sat, 06 Apr 2024US$2.5tUS$659.2bUS$147.9b16.2x16.8x3.8x
Mon, 04 Mar 2024US$2.5tUS$663.5bUS$147.7b15.3x16.8x3.7x
Wed, 31 Jan 2024US$2.4tUS$649.4bUS$107.7b16.7x22x3.7x
Fri, 29 Dec 2023US$2.3tUS$648.7bUS$107.0b14x21.2x3.5x
Sun, 26 Nov 2023US$2.2tUS$648.6bUS$107.0b13.5x20.4x3.4x
Tue, 24 Oct 2023US$2.0tUS$627.8bUS$107.2b12.1x18.9x3.2x
Thu, 21 Sep 2023US$2.2tUS$622.1bUS$106.8b12.6x20.4x3.5x
Sat, 19 Aug 2023US$2.1tUS$621.6bUS$106.8b13.1x19.9x3.4x
Mon, 17 Jul 2023US$2.2tUS$598.0bUS$31.2b11.7x69.1x3.6x
Wed, 14 Jun 2023US$2.0tUS$597.9bUS$31.2b10.9x65.4x3.4x
Price to Earnings Ratio

65.4x


Total Market Cap: US$2.0tTotal 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 22.7x202420252026
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 19.4x which is lower than its 3-year average PE of 22.7x.
  • 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-2.79%
Financials0.65%
Diversified Financial-0.23%
Multi-Sector Holdings3.17%
Other Diversified Financial Services0.18%
Transaction and Payment Processing Services-2.41%
Specialized Finance-3.92%
Industry PE
  • Investors are most optimistic about the Other Diversified Financial Services industry which is trading above its 3-year average PE ratio of 24.2x.
    • Analysts are expecting annual earnings growth of 33.3%, 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$733.55k3.2%
+US$32.6b		-0.9%PE14.6x
VOYA Voya FinancialUS$86.696.7%
+US$495.9m		30.0%PE12.3x
JXN Jackson FinancialUS$107.864.6%
+US$331.3m		29.2%PS1.3x
WEX WEXUS$148.212.2%
+US$112.7m		6.9%PE16.6x
MTG MGIC InvestmentUS$25.511.1%
+US$61.3m		-3.0%PE7.5x

Latest News

XYZ
US$68.15
Block
7D
-10.0%
1Y
4.9%
GPN
US$66.32
Global Payments
7D
-12.2%
1Y
-13.7%
PAYP
US$15.08
PayPay
7D
-22.7%
1Y
n/a
WD
US$51.25
Walker & Dunlop
7D
2.1%
1Y
-25.0%
JXN
US$107.86
Jackson Financial
7D
4.6%
1Y
29.2%
PYPL
US$41.29
PayPal Holdings
7D
-7.7%
1Y
-43.8%
AFRM
US$63.61
Affirm Holdings
7D
-13.6%
1Y
8.0%
VOYA
US$86.69
Voya Financial
7D
6.7%
1Y
30.0%
MA
US$491.08
Mastercard
7D
-0.6%
1Y
-16.8%
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
V
US$323.57
Visa
7D
-0.9%
1Y
-12.6%
Seeking Alpha • Jun 04

Visa: Why The DOJ Lawsuit Has Created A Rare Buying Opportunity

Summary Visa maintains a near-monopoly, capital-light model, and durable competitive advantages, historically justifying premium valuation multiples. Litigation and regulatory scrutiny over swipe fees and alleged anti-competitive practices introduce headline risk and a persistent valuation discount. Current legal pressures have made V’s valuation more attractive relative to its historical levels. I establish a DCF-based baseline valuation and assess the material impact of ongoing litigation risks on V’s investment case. Read the full article on Seeking Alpha
WEX
US$148.21
WEX
7D
2.2%
1Y
6.9%
BRK.A
US$733,550.00
Berkshire Hathaway
7D
3.2%
1Y
-0.9%
AGM
US$180.99
Federal Agricultural Mortgage
7D
1.8%
1Y
-5.8%
MTG
US$25.51
MGIC Investment
7D
1.1%
1Y
-3.0%
RKT
US$12.65
Rocket Companies
7D
-12.8%
1Y
-0.9%
Narrative Update • May 29

RKT: Steady Assumptions And Filing Delay Will Support Future Upside Potential

Rocket Companies’ analyst price target is now $20.05, with analysts citing steady assumptions around revenue growth, profit margin, and a future P/E of about 33.9x as the basis for keeping the valuation view unchanged. What's in the News Rocket Companies disclosed that it will not be able to file its next Form 10-Q with the SEC by the required deadline on 05/12/2026.
NMIH
US$36.55
NMI Holdings
7D
1.8%
1Y
-8.2%
Seeking Alpha • May 22

NMI Holdings: Attractive Even With Peaking Earnings (Upgrade)

Summary NMI Holdings is upgraded to "buy" after recent share underperformance, with valuation now attractive at under 8x earnings and 1.1x book value. Earnings are expected to moderate as legacy low-loss policies shrink and new business faces higher normalized loss ratios, but credit deterioration should remain manageable. NMIH benefits from a strong balance sheet, conservative underwriting, and rising investment income, supporting continued buybacks and capital flexibility. I see fair value at $42 per share (~8.5x earnings), offering 12% upside even as EPS likely peaks. Read the full article on Seeking Alpha